Getting Started

Step 1: Create your account

Sign up at clientsignal.io/trial. The permanent Free plan includes up to 2 clients, requires no card, and has no trial clock. Paid plans are optional upgrades with a 14-day card trial for a first subscription.

Step 2: Connect your ad platforms

Connect the platforms you manage for clients. OAuth-based integrations request reporting scopes; other supported sources use scoped credentials. ClientSignal does not create, edit, or delete ad campaigns.

• All plans: Google Ads, Meta Ads, Google Analytics 4, Google Search Console
• Growth+: TikTok Ads, Klaviyo, Slack
• Coming soon: Mailchimp on Growth+ and HubSpot CRM deal-stage reporting on Agency

Step 3: Add your first client

For each client, you configure:

• Client name and email address
• Which ad accounts to include in their report
• What counts as a conversion (leads, purchases, signups, etc.)
• Reporting frequency: weekly, biweekly, or monthly
• Writing tone (Professional, Friendly, or Concise) and language complexity (technical, standard, or simple English)

Step 4: Review your first report

ClientSignal generates a report for the configured reporting period. You can review and edit it before sending, or set it to send automatically on your chosen schedule.

What happens next

Reports generate and send on your configured schedule. Reports and Engagement show delivery state and available open and feedback signals. An open event is an imperfect signal, not proof that a person read the report. Agency plans also expose the configured client-health workflow.