How a 12-Person Agency Cut Client Reporting Time by 80%

A 12-person performance marketing agency was spending roughly 6 hours per client per month manually compiling reports from ad platforms, their CRM, and Google Analytics into branded client decks — across 18 client accounts, that's over 100 hours a month of pure data assembly.

They moved lead capture and pipeline management to HighLevel's sub-account model, then built one Make scenario that pulls ad spend, CRM pipeline data, and analytics into a single branded report template per client, refreshed automatically every Monday morning.

Result: reporting time per client dropped from roughly 6 hours to under 1 hour, freeing the equivalent of two full-time staff-hours per week that went directly into client strategy work instead of data assembly.