Many freelance developers and agencies focus on attracting new clients. However, hanging onto the ones you already have is also vital for building a successful business. You generally have a much better chance of upselling to someone who’s already happy with your work than you do of qualifying a new lead.
Client reports can be a simple but effective way to keep your existing customers happy. By providing them with detailed records of your activities related to their sites, you can prove that you’re worth every cent they’re paying you.
In this article, we’ll cover four essential pieces of information to include in your next WordPress client report. To help maximize client satisfaction while minimizing your workload, we’ll also show you how to generate this important document automatically. Let’s get started!
An introduction to client reports (and why they’re important)
A client report is a document containing the tangible results of every action you’ve performed for your client. This might include data that they could technically find themselves, such as key Google Analytics metrics. However, even if they have access to this information, it’s still beneficial to compile it in a readable, comprehensive report.
Your client may have access to analytics and tracking tools, but there’s no guarantee they’ll be familiar with locating the data they need. Alternatively, they may be too busy to properly research this information themselves. By collecting all of the most important data and presenting it as a professionally-designed report, you can provide a better customer experience.
Client reports can also help you maintain good relationships with your clients and keep the lines of communication between you open. This is particularly important in the current environment, where many web professionals are working with clients remotely.
Additionally, reports clearly demonstrate the value you contribute to each client’s business. When they see that you’re delivering tangible benefits month after month, they’re more likely to reinvest in your services. A long history of positive WordPress client reports can also help you justify price increases.
Finally, you can also use your reports to establish a baseline for yourself. The act of collecting and organizing performance-related data can help you identify opportunities to improve and ensure you’re providing the best possible experience for all your clients.
4 things to include in your next WordPress Client Report
We’ve discussed why you should create regular client reports, but what should you include in them? The information each of your clients cares about may vary. However, there are four key types of data we recommend including in every WordPress client report.
1. Google Analytics data
Hopefully, you’re already monitoring your clients’ website analytics (or have put the necessary tools in place to do so). There are various monitoring platforms available, but Google
This article was written by Will Morris and originally published on ManageWP.