Reporting & Analytics Automation
Starting at $300 one-time
Performance reports delivered automatically — pulled from the tools you already use, with no one manually exporting spreadsheets at the end of every month.
Built by one person, not a team. Kept running by AI that doesn't clock out.
Short answers, before the detail
Which tools does this pull data from?
Whatever you already use to run the business — CRM, scheduling software, GBP, GA4, POS — whatever holds the numbers that matter to you.
How often do reports get delivered?
Weekly or monthly, your choice — set once and it runs on that cadence without anyone having to remember to pull it.
What's the ongoing monthly fee for?
Keeping the report current as your tools or metrics change, and adjusting what gets pulled as your priorities shift.
What's included
Automated report generation
A report built once, then generated automatically on the cadence you choose.
Pulled from existing tools
CRM, scheduling, GBP, GA4, or whatever else holds the numbers that matter — no new system to maintain.
Weekly or monthly cadence
Set once to match how often you actually want to look at the numbers.
Zero manual data pulling
Nobody has to remember to export anything — it just shows up.
Plain-English formatting
The numbers that matter, surfaced clearly — not a raw export you have to interpret yourself.
Metric flexibility
Scoped to what actually matters to your business, adjustable as your priorities change.
Pricing
Who this is for
Owners who want to actually know how the business is doing without spending an evening every month pulling numbers from four different logins.
Especially useful once other automations (CRM, inquiry routing, documents) are in place — this is how you see whether they're working.
Frequently asked questions
Which tools does this pull data from?
Whatever you already use to run the business — CRM, scheduling software, GBP, GA4, POS — whatever holds the numbers that matter to you.
How often do reports get delivered?
Weekly or monthly, your choice — set once and it runs on that cadence without anyone having to remember to pull it.
Do I need to know how to read a spreadsheet?
No — reports are built to be read in plain English, with the numbers that actually matter surfaced, not buried in a raw export.
What's the ongoing monthly fee for?
Keeping the report current as your tools or metrics change, and adjusting what gets pulled as your priorities shift.
Can I get a custom report built around a specific metric?
Yes — reports are scoped to what actually matters to your business, not a generic dashboard template with metrics you never look at.
Related services
The terms on this page, explained
No jargon test. If any of this is unfamiliar, here is what it actually means — written for the person paying for the work, not the person selling it.