RISEN WORKS AGENTS
Client Reporting Agent
Reports your clients actually read.
Pulls your numbers, writes the story behind them, and emails polished reports to every client — automatically, on schedule.
The unbillable day
If reporting takes 45 minutes per client per month, ten clients is 7.5 hours — nearly a full working day, every single month, spent on work no one pays for. And the output is a document most clients skim for ten seconds.
It's not that reporting doesn't matter — it's how clients judge whether you're worth the retainer. It's that the ritual of pulling, formatting, and writing is exactly the kind of work that should never touch a human calendar again.
Every month, the same ritual: pull the numbers, screenshot the dashboards, write the summary, format the doc, send it out. Multiply by every client. There goes a full day.
And here's the worst part — most of those reports never get read. Clients skim the first paragraph, glance at one chart, and file it away. Not because the work isn't good. Because a wall of metrics with no story attached is homework, and nobody does homework.
Client Reporting Agent does the whole ritual for you — and writes reports people actually finish.
It connects to the tools where your numbers live — Google Analytics, ad platforms, your CRM, spreadsheets. On your schedule (weekly, monthly, quarterly), it pulls the data, finds what actually changed, and writes a plain-English summary: what went up, what went down, why it matters, and what's happening next. Then it formats the report in your branding and emails it to each client from your address.
The difference isn't the data — clients could log into a dashboard for data. The difference is the narrative. "Traffic rose 22% because the March blog posts started ranking" is a sentence a client forwards to their boss. A bar chart is not.
You review before it sends — or let it fly.
Start in approval mode: every report lands in your inbox first, you skim, you approve. Once the agent nails your voice and format, switch clients to full-auto and get your day back for good.
The math: If reporting takes you 45 minutes per client per month, ten clients is 7.5 hours — nearly a full working day, every month, on work that doesn't bill. The agent gives that day back and makes every report better than the one you were writing at 11pm.
What Client Reporting Agent does for you
Plugs into your existing tools
Don’t see your analytics tool or CRM? Most major options work via direct API or Zapier. Confirm on a 5-min call.
How we work together
Discovery call (30 min)
We learn your clients, your reporting schedule, your data sources, and what your reports look like today.
Setup call (30 min)
You give us secure access to your analytics tools and email. We handle the integration from there.
Configuration (1 week)
We train the agent on your voice and format using your past reports. You approve every template before anything goes live.
Go live
Reports write and send themselves on schedule. You review in approval mode until you trust it — then switch to full-auto.
First-client testimonials coming soon. Want to be one of the first? Book a strategy call.
Let's talk about your business
Every business is different. Some need one agent. Some bundle several. We'll figure out what fits on a free 45-minute strategy call — no pressure, no slides, just a conversation about what you need.
Book a Free Strategy Call →Built on Anthropic’s Claude AI · 30-day performance guarantee · Plugs into your analytics tools · You approve every report format before it goes live
45 min · Zoom · No sales deck
Questions
How is this different from a dashboard my client can log into?
Dashboards show data. This writes the story — what changed and what's next, in plain English, delivered to their inbox. Clients don't log into dashboards. They read a good email.
Will it sound like me?
Yes. We train it on your past reports — your phrases, your structure, your level of detail. You approve the format before anything goes live, and every report can pass through you first until it consistently sounds right.
What if the numbers are bad that month?
It reports them honestly and frames the context — what caused the dip and what's being done. No spin, no hiding. Bad-news reports that arrive on time with a plan attached build more trust than good-news reports ever do.
Can different clients get different reports?
Yes. Each client gets their own format, depth, schedule, and data sources. The retainer client who wants a one-page summary and the enterprise client who wants the full breakdown both get exactly their version.
What tools do you pull data from?
Direct integration with Google Analytics, Google Ads, Meta Ads, Google Sheets, and HubSpot. Most other CRMs and platforms connect via Zapier. If you use something specific, mention it on the discovery call and we'll confirm fit.
How long until it's live?
Typically 1-2 weeks from discovery call to first report. Setup call within a week of payment, configuration takes about a week, and the first report ships on your next reporting cycle.