1. Create a questionnaire

To avoid wasted effort and time, it’s important to get a solid handle on your client’s design needs from the outset. Using an online questionnaire is one of the best ways to do this.

The questionnaire should be clear, concise, and easy to understand. Keeping your research objectives (SMART) in mind while creating the questionnaire will help make sure that your questions are focused and detailed.

Studio Manager provides a variety of intuitive tools to assist you with building out your questionnaire. For example, the title block allows you to add a question label or description.

2. Collect data from multiple sources

When presenting data to clients, it is important to be honest and transparent. This will help build trust and ensure that the client understands your processes. It is also helpful to educate your clients on the metrics that matter most and what they can expect to see from their marketing efforts. This will help them make informed decisions and avoid getting sucked into vanity metrics that are not meaningful.

In addition, it is important to use visual aids in your reporting. This will help break up large walls of text and numbers and can make the report more engaging for your clients. Visual information is processed faster than written text and is more easily understood.

3. Create a template

Creating a template is one of the most time-saving and efficient ways to make reporting more effective. By using a template you can start with an already formatted document and simply add client-specific information to it.

A template can also contain other elements like graphs and charts, images, icons, and infographics. These visuals can help explain complex data and help your audience understand it better. However, it’s important to remember that visuals should complement the text rather than replace it.

4. Present the data

When it comes to client reporting, it’s important to be honest and clear. Including a brief explanation of the data can help clients understand what the results mean for them.

It’s also a good idea to include a recommendations section. This will allow you to highlight any potential issues that may arise and give clients a chance to ask questions.

Another way to make your client reporting more effective is by incorporating screenshots from the website and ads. This will give your clients a visual break from looking at numbers and will make the information more interesting.