Managed reporting for PPC agencies

You run the campaigns. We help run the reporting.

Get full Agency software plus hands-on setup, report QA, and ongoing reporting support.

Request the 20-minute fit call See a complete sample report

From setup to ongoing operations

Go live carefully. Keep the workflow healthy after handoff.

01
Make sure the offer fits
Confirm your platforms, client roster, cadence, and current workflow in a 20-minute call.
02
Configure up to five clients
Connect supported accounts, add client context, choose recipients and schedules, and tailor report controls.
03
Test before clients receive anything
Start in Review First, verify delivery, and document the workflow.
04
Keep reporting operations healthy
We monitor four cycles, then continue setup, QA, issue investigation, and scheduled reviews.

What is included

One guided setup. Ongoing reporting operations.

Guided Onboarding · implementation

Guided implementation

Founder-led kickoff and implementation
Up to five supported client workflows configured with you
Client context, report settings, and Agency voice controls tailored
Review First enabled before any client delivery
First supported test report or live delivery verified together
Documented workflow for your team

Managed operations · monthly

Managed operations

Full ClientSignal Agency access for up to 50 active clients
Hands-on monitoring for the first four reporting cycles
Up to 2 new supported clients configured per month
QA review for 5 representative reports per month
Delivery and connection issue investigation begins by the end of the next business day
A 30-minute monthly workflow review
Quarterly voice-settings review

Business days are Monday–Friday, excluding U.S. federal holidays. This is an investigation-start target, not a resolution guarantee.

Fit

Built for agencies with recurring reporting work.

Best fit

PPC or performance-marketing agencies
Roughly 15–40 recurring client accounts
Google Ads, Meta Ads, or GA4 as primary data sources
Teams that already write an explanation after assembling metrics
Agencies willing to begin with five live clients and review closely

Probably not a fit

Teams seeking a real-time dashboard as the primary client experience
SEO-only reporting workflows
Agencies expecting ClientSignal to manage or change campaigns
Workflows that depend on an unsupported integration
Teams unable to provide connected-account access and client context

Workflow standard

Five minutes or less to approve.

Our target: at least three of your first five reports need no more than five minutes of editing.

If they need more work, we adjust the report settings, client context, and voice guidance with you.

Questions

What agencies usually ask first.

Is this software or a service?

Both. ClientSignal Managed includes full Agency access plus an ongoing managed reporting-operations scope. Guided Onboarding establishes up to five eligible clients once; monitoring, recurring configuration, QA, issue investigation, workflow review, and quarterly voice-settings review continue with the monthly service.

Will reports send automatically during Guided Onboarding?

No. During Guided Onboarding, your team approves every report before delivery. You can enable automatic delivery later.

Do you need our advertising-platform passwords?

No. Supported accounts connect through OAuth. ClientSignal retrieves reporting data and does not create, change, or delete campaigns, budgets, or account settings.

Which platforms are included?

The initial rollout centers on Google Ads, Meta Ads, and GA4. We confirm your exact account structure and data availability during the fit call before accepting payment.

What happens if we need more than 50 clients?

Agency access includes 50 active clients. Additional active clients are billed at $3 per client per month.

Can we buy Guided Onboarding without ClientSignal Managed?

Yes. Guided Onboarding is available with Starter, Growth, or Agency, either at checkout or later from Billing.

What happens after the first four monitored cycles?

The monthly managed scope continues with new-client configuration, representative report QA, delivery and connection issue investigation, a monthly workflow review, and quarterly voice-settings review.

Does ClientSignal Managed include a trial?

No 14-day trial. Checkout follows confirmed fit and scope; billing starts when you subscribe.

Start with a fit check

Bring the client report that takes your team the longest.

In 20 minutes, we'll confirm fit and show where ClientSignal can take reporting work off your plate.

Request the 20-minute fit call