Reporting documentation

Reports a business owner can read in two minutes: how many leads came in, where they came from, what they cost, and what happens next.

A marketing report has two jobs: help the owner make a decision, and show that the money is doing something. Most reports manage neither. They arrive as a stack of screenshots full of impressions and click-through rates, the number that matters is buried on page four, and nobody reads past the cover. The first month a report fails to arrive, or fails to make sense, is the month an owner starts wondering what they are paying for.

These guides cover the report I send every month and the harder one I write after a launch, when the numbers are small, the tracking tools disagree, and the temptation is to dress things up. If you own a business, read them to know what a good report should tell you. If you write reports for clients, the monthly report guide includes a template you can copy.

Short on time? Have me run it.

  • Your time may be better spent running your business. I build and run these systems for you.
  • I explain every piece, so you always understand what is being done and what the results mean.
  • Priced to what your business can afford, month to month, with every account in your name.
Work with meNot sure where to start? Start with a Journey Audit.

Documentation resources

Every guide in this area, from first steps to reference checklists.

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Guides

Last updated 2026-09-13 UTC.