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New BrightGauge users (or anyone looking for a quick refresher): this one's for you! Recently, we've had customers asking us why they should create client reports and how they can set them up. Let's take a quick look at the 4 W's of Client Reporting and How to pull them together.
- Who should I send executive reports to? - Based on our research and experience, we see our customers sending reports to their main point of contact who manages the relationship, but we also see many of them sending the report to that person’s manager (if they have one). When we probed about why reports are sent doubly, our users all said it's because this way if the contact person changes, a history of communication with their manager still exists. If asking yourself, "Who should I send this report to?", we think it's better to be safe than sorry.
- What should I include in client reports? - Choosing the right metrics for your client reports will depend on your integration (like Connectwise, Webroot, IT Glue, Autotask, Quickbooks, etc) and what is laid out in your SLA. A large portion of our users integrate with ConnectWise and use BrightGauge to create impactful ConnectWise reports based on their metrics. When creating client reports, use one of our pre-built templates or easily start from scratch; either way, reports are customizable.
- When should I send client reports? - We see 30,000+ reports that get sent out each month, and the standard default is for our customers to send reports on a monthly basis to their clients. This seems to be a natural rhythm when it comes to reporting, however, we also see a large number of our partners sending out weekly or even daily reports that are hyper-focused on whatever key metrics they care about. Perhaps they are interested in patch status for their workstations or a specific type of support request. The flexibility of our client reporting allows you to customize when to send them the information they want.
- Why should I send client reports? - You want to start building trust with clients as soon as possible because it’s the foundation of a long-term business relationship. Client reporting holds you accountable and keeps you transparent, both reputable qualities in client's eyes. So, “How” do you start earning their trust?
- How do I create a client report? - That’s the easy part! Below, we quickly outline the steps to get started with Client Reports.
Step 1: Create a new report
Step 2: Select your clients
Step 3: Choose to start from scratch or use a template
Step 4: Populate your report with gauges, a title, and your logo (or your client's)
Step 5: Set the schedule and send it off!
Yes, it is really that simple.
To learn how Client Reporting can make a huge impact on your business, download our free webinar where we share why Client Reporting is a key pillar in the area of Customer Success.
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