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Using flexible personalization and customization features, these tools help marketers to tailor each client’s experience — from SEO and lead generation to invoicing and marketing reports.\u003C/p>\u003Cp>In this guide, we present the 12 best white-label marketing solutions you can use to build credibility and expertise while offering a fully personalized experience to your clients.\u003C/p>\u003Cp>We selected these white-label agency platforms based on:\u003C/p>\u003Cul>\u003Cli>Ease of use\u003C/li>\u003Cli>White label features and custom options\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Pricing\u003C/li>\u003Cli>User reviews & ratings\u003C/li>\u003C/ul>\u003Cp>Let’s examine the best white-label software examples to help your agency streamline its digital marketing services, offer ultimate customization options, and stand out from the competition.\u003C/p>","\u003Ch2>What are white label marketing tools? \u003C/h2>\u003Cp>White-label marketing tools are unbranded SaaS products from third-party providers that allow agencies to personalize their services and brand identity. These tools provide agencies with a cost-effective way to expand their customization capabilities without investing in costly custom-developed reporting, SEO, social media management, and other client-facing software.\u003C/p>\u003Ch2>Why should your agency use white label marketing tools?\u003C/h2>\u003Cp>The short answer is simple — white label tools help you create a branded experience for your client with little effort on your end, leading to:\u003C/p>\u003Cul>\u003Cli>More consistent branding\u003C/li>\u003Cli>Scalable personalization\u003C/li>\u003Cli>Improved client experience\u003C/li>\u003C/ul>\u003Cp>White label reporting software reduce the amount of time that agencies invest to collect, aggregate, and present marketing metrics to clients. This is especially true for marketing agencies with a growing client base, which need every report to look professional and consistent with agency standards.\u003C/p>\u003Cp>However, the most commonly used reporting solutions like Looker Studio (ex-Google Data Studio), Google Sheets, and Google Analytics don’t leave a lot of white-labeling options.\u003C/p>\u003Ch3>5 benefits of using white label agency software\u003C/h3>\u003Cp>Here are five reasons agencies should consider using white label marketing automation and reporting software.\u003C/p>\u003Cp>\u003Cstrong>1. Brand identity\u003C/strong>\u003C/p>\u003Cp>Once you’re through with initial client discovery meetings, you’re most likely to communicate with clients via client reports. By adding your brand identity to every dashboard and report you share, you reinforce your agency's presence and remind clients that it’s you who helps them grow their numbers.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png\" alt=\"White label marketing tools - example \">\u003C/p>\u003Cp>\u003Cstrong>2. Personalized client experience\u003C/strong>\u003C/p>\u003Cp>It makes no difference if you have 5 or 55 clients. They all expect a personalized experience. You can make this happen by:\u003C/p>\u003Cul>\u003Cli>Including your clients’ logo and brand colors.\u003C/li>\u003Cli>Creating visually appealing reports with annotations and personal comments that give more context to your agency’s results.\u003C/li>\u003Cli>Hosting a marketing dashboard on your own domain that clients can access at any time to promote transparency.\u003C/li>\u003Cli>Sending reports directly from your agency’s email address.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Agency scalability\u003C/strong>\u003C/p>\u003Cp>When you save time on client reporting, your agency can spend more time on billable tasks. By having your agency report and dashboard templates include pre-set branding choices, you also save time from having to manually brand and update new dashboards and reports every time. White-label reports, on the other hand, are completely scalable, as all clients’ metrics update in real time. If you need a report, you can easily select the date range you need and send it as a report in seconds.\u003C/p>\u003Cp>\u003Cstrong>4. Direct integrations with third-party tools\u003C/strong>\u003C/p>\u003Cp>To offer a truly personalizable and scalable reporting solution, agencies need a reposting platform that connects to as many marketing platforms as possible and in the easiest possible way. Whatagraph, for example, has direct pre-built integrations with platforms from Google Analytics 4, Piwik Pro, and Matomo to a range of other SEO, PPC, email marketing, and e-commerce tools, as well as CRM systems.\u003C/p>\u003Cp>\u003Cstrong>5. Stunning visualization\u003C/strong>\u003C/p>\u003Cp>No matter how experienced in marketing matters, your clients need to be able to understand the data they are looking at. A list of numbers in a spreadsheet won’t take you far in the client relationship sector, so you need to make the insights as visual as possible.\u003C/p>\u003Cp>White label your charts and graphs even with the colors of your choice for a more aesthetically pleasing experience. The two popular approaches are to adjust the chart field colors to either your agency’s or your clients’ schemes\u003C/p>\u003Ch2>Top 12 white label marketing platforms for agencies\u003C/h2>\u003Cp>So what are white label tools for agencies? \u003C/p>\u003Cp>White label tools that will give agencies the best features and experience for the money are: \u003C/p>\u003Col>\u003Cli>Whatagraph — white label marketing monitoring and reporting platform\u003C/li>\u003Cli>Metrics Watch — white label marketing analytics tool\u003C/li>\u003Cli>Active Campaign — white label email marketing tool\u003C/li>\u003Cli>SE Ranking — white label SEO software\u003C/li>\u003Cli>Mention — white label media monitoring tool\u003C/li>\u003Cli>SocialPilot — white label social media management tool\u003C/li>\u003Cli>Semrush — white label SEO platform\u003C/li>\u003Cli>HubSpot — white label marketing automation platform\u003C/li>\u003Cli>Vendasta — white label ecommerce platform\u003C/li>\u003Cli> Landingi — white label page builder\u003C/li>\u003Cli> OptinMonster — white label lead generation tool\u003C/li>\u003Cli>PromoRepublic — white label social media manager\u003C/li>\u003C/ol>\u003Cp>Let’s now review each of these tools in more detail. \u003C/p>\u003Ch3>1. Whatagraph - white label marketing monitoring and reporting platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/\">Whatagraph\u003C/a> is an easy-to-use platform to monitor and report on your marketing performance. With Whatagraph, you can replace multiple slow and complex tools with one marketing analytics platform. Unlike many competitors, Whatagraph is easy to use and allows anyone in your team to monitor and analyze scattered cross-channel data using intuitive visualizations.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform.\u003C/p>\u003Cp>\u003Cstrong>Results:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Teams can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients or stakeholders.\u003C/li>\u003C/ol>\u003Cp>As a result, marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>Using Whatagraph, you can create marketing reports and dashboards that match your client’s branding - they won’t see Whatagraph mentioned anywhere in the dashboard. Instead, you can show them your agency’s name, logo, brand colors, and text style.\u003C/p>\u003Cp>Every dashboard you send can look like a part of your agency’s website. This means your clients will immediately recognize your dashboard as a part of your brand. You can create a global theme for your agency or create multiple themes on the dashboard and even widget level. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/digital_marketing_dashboard_f120356bcf.png\" alt=\"White label marketing tools - Whatagraph\">\u003C/p>\u003Cp>Configure each dashboard by choosing from saved color templates. Use the built-in color selector to add your agency’s exact hex color codes for primary chart fields, positive, negative, accent fill, and many others.\u003C/p>\u003Cp>Provide a seamless user experience by hosting client dashboards on your agency’s domain. Replace the whatagraph.com domain with your agency name. This way, instead of seeing app.whatagraph.com, your clients will see dashboards.youragency.com/ \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Ca href=\"https://whatagraph.com/book-a-call\">Book a demo\u003C/a> to learn more about how Whatagraph can improve your marketing analytics and reporting while offering your clients a personalized experience.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎267 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎83 reviews\u003C/li>\u003C/ul>\u003Ch3>2. Metrics Watch - white label marketing analytics tool\u003C/h3>\u003Cp>\u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Metrics Watch\u003C/a> is an email-based digital marketing analytics tool for marketers and agencies. It allows marketers to send daily, weekly, or monthly reports directly inside the email body so clients can conveniently view their marketing performance data in their inbox. This white-label marketing software allows your team members to combine data from multiple marketing channels and visualize it using charts and graphs.\u003C/p>\u003Cp>Thanks to its user-friendly interface and comprehensive white-label reporting tools, Metrics Watch is a solid runner-up for personalizing digital marketing services.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png\" alt=\"White label marketing tools - MetricsWatch \">\u003C/p>\u003Cp>You can pick colors and brand reports with your logo then send them out straight from your chosen email. By choosing email delivery with no strings attached, Metrics Watch elegantly avoids somewhat annoying PDFs, links, and web-based reports. This allows users to access their latest data on any device from anywhere, with no UX lost.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Pre-made report templates\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Automated report delivery\u003C/li>\u003Cli>White-label reports\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up\u003C/li>\u003Cli>Convenient report sharing in email body\u003C/li>\u003Cli>Automated reporting process\u003C/li>\u003Cli>Good support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Need help from customer support to set custom metrics\u003C/li>\u003Cli>Limited design options\u003C/li>\u003Cli>No blended metrics\u003C/li>\u003Cli>No data transfer option\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Four pricing plans based on the number of configured reports. Free migration service from competing software is available for all plans.\u003C/p>\u003Cp>\u003Cstrong>Metrics Watch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.3 · ‎3 reviews\u003C/li>\u003C/ul>\u003Ch3>3. ActiveCampaign - white label email marketing tool\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/activecampaign\">Active Campaign\u003C/a> is a marketing automation tool for email marketing, CRM, digital marketing, and messaging. Digital agencies use it as a lead generation platform for qualifying leads and engaging them with marketing automation and white label features.\u003C/p>\u003Cp>This white-label email marketing tool offers white-label services such as custom domains, HTML/CSS rebranding, custom button colors, borders, font colors, font sizes, etc. You can also remove all references and links to the ActiveCampaign brand and add your own brand insignia instead.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Active_Campaigns_9f79684322.png\" alt=\"White label marketing tools - ActiveCampaign \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Automated email campaigns with goal features \u003C/li>\u003Cli>Wide range of automation features\u003C/li>\u003Cli>Access to 250+ pre-built automation “recipes”\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Predictive email scheduling\u003C/li>\u003Cli>SMS marketing campaigns\u003C/li>\u003Cli>CRM feature\u003C/li>\u003Cli>Upfront pricing without setup fees\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Difficult integration with non-standard apps\u003C/li>\u003Cli>No phone support for Lite or Plus plans\u003C/li>\u003Cli>Lacks landing page creation\u003C/li>\u003Cli>Limited hours of support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>ActiveCampaign offers four pricing plans based on the number of users, contacts, and segmentation options.\u003C/p>\u003Cp>\u003Cstrong>ActiveCampaign ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.5 · ‎13,231 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.6 · 2,439 reviews\u003C/li>\u003C/ul>\u003Ch3>4. SE Ranking - white label SEO software\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/se-ranking\">SE Ranking\u003C/a> is an all-in-one search engine optimization platform that comes with website auditing, competitor analysis, a position checker, and a backlink checker. Packed with advanced features, SE Ranking is useful both for agencies and in-house teams that need real-time insights on their SEO and PPC efforts, social media, and website performance via personalized dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/SE_Ranking_f8d2f8f137.png\" alt=\"White label marketing tools - SE Ranking \">\u003C/p>\u003Cp>Thanks to its friendly design and lots of resources, SE Ranking fits easily into your daily workflow. For example, you can use your own domain name as a link to the SEO tool, customize the logo, interface, color scheme, etc.\u003C/p>\u003Cp>Plus, there are no additional fees for SE Ranking’s white label options - they are available in all pricing plans.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Intuitive multi-campaign SEO reports with automation features \u003C/li>\u003Cli>Keyword research tool \u003C/li>\u003Cli>AI-powered content research tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Detailed SEO statistics and historical data\u003C/li>\u003Cli>Versatile set of tools\u003C/li>\u003Cli>Useful content marketing tool\u003C/li>\u003Cli>Custom reporting features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Agency-pack add on not available on all plans\u003C/li>\u003Cli>AI writing functionality has word limits\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SE Ranking has three pricing plans differentiated by the number of managers' seats and projects, as well as the access to advanced features like on-page SERP analysis, historical data, and API.\u003C/p>\u003Cp>\u003Cstrong>SE Ranking ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.8 · ‎1,321 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.7 · 2284 reviews\u003C/li>\u003C/ul>\u003Ch3>5. Mention - white label media monitoring tool\u003C/h3>\u003Cp>Mention is a social media marketing management tool that helps marketing agencies manage multiple social media accounts. It features social listening and social publishing options that allow marketers to collect brand insights through media monitoring. This white labeling software includes real-time monitoring that lets you see what is being said about your clients’ businesses online — on social media, forums, news sites, and blogs.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png\" alt=\"White label marketing tools - Mention \">\u003C/p>\u003Cp>Thanks to its white label options, you can customize your automated email reports with your client’s logo.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Web & social listening\u003C/li>\u003Cli>Social media scheduling \u003C/li>\u003Cli>Social measurement\u003C/li>\u003Cli>Sentiment scoring\u003C/li>\u003Cli>Influencer identification\u003C/li>\u003Cli>Social reporting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Daily summaries of what’s happening across social media\u003C/li>\u003Cli>Influencer tracking\u003C/li>\u003Cli>Boolean searches and negative keywords\u003C/li>\u003Cli>Both free and paid plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Tends not to catch all the mentions\u003C/li>\u003Cli>Difficult to monitor generic company names\u003C/li>\u003Cli>Steep pricing plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Mention has four pricing plans based primarily on the number of users, mentions, and alerts. However, users often object that the pricing plans could be reworked to better match different user segments.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cp>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎439 reviews\u003C/p>\u003Cp>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎289 reviews\u003C/p>\u003Ch3>6. SocialPilot - white label social media management tool\u003C/h3>\u003Cp>SocialPilot is a social media management tool that agencies use to report social media analytics to their clients across a range of platforms. SocialPilot is a go-to project management white label solution for many social media agencies as it allows them to quickly generate posts using native AI, collaborate with both team members and clients, plus you can plan up to 500 posts at once.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Social_Pilot_f7d516d02a.png\" alt=\"White label marketing tools - SocialPilot \">\u003C/p>\u003Cp>You can aggregate the results of your analytics in white label PDF reports that can include both high-level page metrics or more detailed post insights.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Supports many social media accounts\u003C/li>\u003Cli>Native AI for easy post generation\u003C/li>\u003Cli>Bulk actions\u003C/li>\u003Cli>Client management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Multi-account management\u003C/li>\u003Cli>Drafts approval workflow\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Incomplete Instagram analytics\u003C/li>\u003Cli>Delayed notifications for failed posts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SocialPilot comes with four pricing plans that are differentiated based on the number of users and social media accounts, as well as advanced features like Client Approval and Content Library. White-label options are, however, reserved only for the top-tier plan called Agency+.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎786 review\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎365 reviews\u003C/li>\u003C/ul>\u003Ch3>7. Semrush - white label SEO platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/semrush\">Semrush\u003C/a> is one of the most popular SEO agency software on the market with a range of features, from keyword research to competitive analysis to backlink analysis to website auditing. This white label SEO tool allows you to create personalized reports with data from clients’ Google Search Console, Google Business Profile, Google Analytics, and other integrations. A feature that stands out is the Semrush white label content writing service, which delivers anonymous writing for your agency.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png\" alt=\"White label marketing tools - Semrush \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Keyword analysis\u003C/li>\u003Cli>Backlink management\u003C/li>\u003Cli>SERP ranking trackingAbout SERP ranking tracking\u003C/li>\u003Cli>Site audit\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Local SEO capabilities\u003C/li>\u003Cli>Comprehensive site audits\u003C/li>\u003Cli>Competitive insights across industries\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Traffic estimates are often overly optimistic\u003C/li>\u003Cli>Many tabs may confuse new users\u003C/li>\u003Cli>No SEO writing assistant\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Semrush offers three pricing plans that differ mostly in the number of projects, tracked keywords, and the number of results per report.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2,101 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎2,232 reviews\u003C/li>\u003C/ul>\u003Ch3>8. HubSpot - white label marketing automation platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a> is a marketing automation software that relies on workflows and bot builders to create automated campaigns for clients. This white label digital marketing platform also includes automated email marketing services, SMS marketing, and in-product marketing features. HubSpot’s white label marketing automation helps agencies set up personalized chatbots, email triggers, social media workflows, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png\" alt=\"White label marketing tools - HubSpot \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customer data management\u003C/li>\u003Cli>Opportunity management\u003C/li>\u003Cli>Interaction tracking\u003C/li>\u003Cli>Billing and invoicing management\u003C/li>\u003Cli>Reporting\u003C/li>\u003Cli>Forecasting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time data analytics\u003C/li>\u003Cli>Time-saving features\u003C/li>\u003Cli>Quick filters and views\u003C/li>\u003Cli>Personalized email campaigns\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Price too high for startups\u003C/li>\u003Cli>Reporting can be challenging\u003C/li>\u003Cli>No log for changes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>HubSpot has an elaborate pricing scheme based on the product category, number of users, marketing contacts, and added features.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎11,012 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎4,161 reviews\u003C/li>\u003C/ul>\u003Ch3>9. Vendasta - white label ecommerce platform\u003C/h3>\u003Cp>\u003Ca href=\"https://www.vendasta.com/content-library/white-label-products/\" target=\"_blank\" rel=\"noopener noreferrer\">Vendasta\u003C/a> is an end-to-end marketing platform that offers CRM, billing software and e-commerce products that agencies can resell to medium and small businesses. Part of its toolkit includes a business app that creates white-labeled client dashboards. Apart from the customer communication hub, appointment booking, and automated reporting, Vendasta offers native advertising, social media management, website creation, and even blog writing.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Vendasta_5e41c85854.png\" alt=\"White label marketing tools - Vendasta \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Third-party integrations\u003C/li>\u003Cli>Unlimited users\u003C/li>\u003Cli>SMS customer messaging\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very competitive pricing\u003C/li>\u003Cli>Focus on local businesses\u003C/li>\u003Cli>Constant stream of new features\u003C/li>\u003Cli>250+ marketing apps\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Big learning curve\u003C/li>\u003Cli>Business app not downloadable\u003C/li>\u003Cli>Email & automation functions lag behind some competitors\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Vendasta offers four pricing plans based on the number of team member seats and Snapshot reports per month. Higher pricing tiers include the Multi-Location Business App and volume discounts.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎323 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎158 reviews\u003C/li>\u003C/ul>\u003Ch3>10. Landingi - white label page builder\u003C/h3>\u003Cp>Landingi is a landing page builder tool for digital agencies. This tool caters to agencies that serve multiple clients and want to keep things personalized and organized. Their white-label plan includes unlimited landing pages, leads, and visitors, as well as 40 active sub-accounts under your own brand. Agencies can also host the Landingi solutions on their own domain using their own or clients’ branding. Other custom options include setting up your own login page, 404 error page, and branded emails.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Landingi_89a2662640.png\" alt=\"White label marketing tools - Landingi \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Landing page builder\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>A/B testing\u003C/li>\u003Cli>Forms\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A variety of templates\u003C/li>\u003Cli>Drag-and-drop editor\u003C/li>\u003Cli>Export landing pages directly to WordPress\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Analytics need work\u003C/li>\u003Cli>Bugs when generating copy with AI\u003C/li>\u003Cli>Reports take time to export\u003C/li>\u003Cli>Lack of folders for landing pages\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Landingi has three pricing plans that vary by the number of digital assets built per month, amount of traffic, and the number of custom domains. For annual subscription, there’s a two-month’s grace period.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎305 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.8 · ‎179 reviews\u003C/li>\u003C/ul>\u003Ch3>11. OptinMonster - white label lead generation tool\u003C/h3>\u003Cp>OptinMonster is a lead generation tool designed to help marketing agencies, businesses, and bloggers build conversion campaigns using website tools such as popups, floating bars, slide-ins and inline forms. Optimized for hands-on engagement and conversions, this white label online marketing solution has everything your team needs to keep visitors engaged on your client’s website, such as geolocation targeting, Lightbox popups, gamified wheels, page level targeting, and exit intent detection.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Optin_Monster_0561023ac2.png\" alt=\"White label marketing tools - OptinMonster \">\u003C/p>\u003Cp>However, OptinMonster doesn't offer white label services, but does provide white label tools. For example, users can customize the dashboard with their own branding, add their logo, colors, and textual content.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiple types of popups\u003C/li>\u003Cli>Drag-and-drop popup builder + templates\u003C/li>\u003Cli>Detailed targeting and trigger rules\u003C/li>\u003Cli>Dedicated e-commerce features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Large number of pre-designed campaigns\u003C/li>\u003Cli>Many options for display rules\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs more integrations built\u003C/li>\u003Cli>Mobile design need work\u003C/li>\u003Cli>No end date/time to automatically shut them down\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>OptinMonster offers four pricing plans based on the number of pageviews and site used, as well as advanced features and integrations. Removing the OptinMonster badge and custom domain are only available in the two upper-end tiers.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎93 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.2 · ‎75 reviews\u003C/li>\u003C/ul>\u003Ch3>12. PromoRepublic - white label social media manager\u003C/h3>\u003Cp>\u003Ca href=\"https://promorepublic.com/en/white-label-social-media-management-software/\" target=\"_blank\" rel=\"noopener noreferrer\">PromoRepublic\u003C/a> is a social media management software for agency teams with a large client base who need a third-party platform to manage their clients’ social media marketing efforts, but want to deliver a branded experience. Using the platform’s white-label options, you can brand your social media manager with your logo, colors, and custom domain. White label sales materials and pre-made templates are also available.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Promo_Republic_f3682a3b25.png\" alt=\"White label marketing tools - PromoRepublic \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Clean dashboard interface\u003C/li>\u003Cli>Post scheduling\u003C/li>\u003Cli>Social media calendar\u003C/li>\u003Cli>Social media inbox\u003C/li>\u003Cli>Intuitive creative editor\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one white label interface\u003C/li>\u003Cli>Content library\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You may not find all social media integrations\u003C/li>\u003Cli>Focus on templates rather than custom content\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>PromoRepublic offers three pricing tiers based on the number of users, social media accounts, and advanced options like content approval workflows, social listening, and local SEO insights.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎160 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.6 · ‎148 reviews\u003C/li>\u003C/ul>\u003Ch2>How we choose the best white label marketing tools\u003C/h2>\u003Cp>We created this list of white label software examples based on these criteria\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ease of use\u003C/strong>: We prioritized the tools that are intuitive to use with minimum training and data or analytics expertise.\u003C/li>\u003Cli>\u003Cstrong>Value for money\u003C/strong>: Each has features and capabilities that make it worth the investment.\u003C/li>\u003Cli>\u003Cstrong>Extensive features\u003C/strong>:\u003Cstrong> \u003C/strong>We listed tools that do more than just client reporting to reduce your tech stack. \u003C/li>\u003Cli>\u003Cstrong>Integrations\u003C/strong>:\u003Cstrong> \u003C/strong>It’s essential to choose a white label reporting tool that easily integrates with a majority of marketing platforms and ensures a stable connection.\u003C/li>\u003Cli>\u003Cstrong>Able to scale\u003C/strong>:\u003Cstrong> \u003C/strong>Agencies need marketing tools that are able to grow as their business and client base increases\u003C/li>\u003C/ul>\u003Ch2>What to look for in white label software\u003C/h2>\u003Cp>Before you choose the right white label tool for your agency, make sure it has the following features: \u003C/p>\u003Ch3>Customization options\u003C/h3>\u003Cul>\u003Cli>To add your agency’s or your clients’ logo, plus different logos for different reports \u003C/li>\u003Cli>The ability to use custom brand colors throughout the platform, including on client-facing dashboards and reports\u003C/li>\u003Cli>The option to choose where to add your custom colors (including charts, graphs, titles, and text)\u003C/li>\u003Cli>Multiple accounts that can be white-labeled for different agency brands or divisions\u003C/li>\u003Cli>The ability to create different white label profiles for each client\u003C/li>\u003Cli>Custom email domains\u003C/li>\u003Cli>Custom dashboard domains\u003C/li>\u003Cli>Custom report domains \u003C/li>\u003C/ul>\u003Ch3>Native integrations\u003C/h3>\u003Cul>\u003Cli>Direct, in-house built connectors to popular marketing systems \u003C/li>\u003Cli>Data extraction from various sources \u003C/li>\u003Cli>Easy way to add more data sources to reports or blends\u003C/li>\u003Cli>API access for custom integrations\u003C/li>\u003C/ul>\u003Ch3>Pricing and support \u003C/h3>\u003Cul>\u003Cli>Transparent pricing structure \u003C/li>\u003Cli>Scalability to accommodate your agency’s growth\u003C/li>\u003Cli>Responsive live chat support\u003C/li>\u003C/ul>\u003Ch2>FAQ\u003C/h2>\u003Cp>\u003Cstrong>What is white label automation?\u003C/strong>\u003C/p>\u003Cp>White label automation in marketing is a software or tool that automates repetitive tasks and streamlines their processes while allowing agencies or businesses to brand the software solution as their own. It increases their visibility in the market and reinforces their brand identity. \u003C/p>\u003Cp>\u003Cstrong>What is a white label in marketing?\u003C/strong>\u003C/p>\u003Cp>White label marketing products are sold by agencies with their own branding and logo but the products themselves are originally developed and sold by a third party. White labeling occurs when the purchaser of a service requests that its own branding is used instead of the manufacturer’s or retailer’s one.\u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>If you work in a digital marketing agency or own one, you know the importance of personalization. Every client is different, and every digital marketing campaign, marketing strategy, content creation, and every goal requires a different approach.  \u003C/p>\u003Cp>White label marketing tools allow you to tailor each new client’s experience without spending much time on expensive custom solutions that are challenging to scale. \u003C/p>\u003Cp>A white label solution that will make the most impact is the one that allows you to create personalized reports on all your marketing efforts — in this case Whatagraph.\u003C/p>\u003Cp>With direct integrations to over 50 social media, SEO, PPC, email marketing, and web analytics platforms, it enables your team to quickly create report and dashboard templates for different clients and automate their sharing. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> today and experience Whatagraph’s white label capabilities in first hand. \u003C/p>","2024-07-22T05:42:02.477Z","2025-02-02T21:32:23.399Z","2024-07-22T05:42:15.338Z","2024-07-22",{"id":424,"name":425,"alternativeText":426,"caption":31,"width":427,"height":428,"formats":429,"hash":437,"ext":292,"mime":293,"size":438,"url":439,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":440,"updatedAt":441},12729,"white_label_marketing_tools.png","Best White Label Marketing Tools for Agencies",1880,1058,{"thumbnail":430},{"ext":292,"url":431,"hash":432,"mime":293,"name":433,"path":31,"size":434,"width":435,"height":436},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_white_label_ad1aa6c80c.png","thumbnail_white_label_ad1aa6c80c","thumbnail_white_label.png",13.9,245,138,"white_label_ad1aa6c80c",79.67,"https://s3.us-east-2.amazonaws.com/whatagraph.com/white_label_ad1aa6c80c.png","2024-07-21T23:14:29.544Z","2024-07-21T23:29:47.674Z",{"id":319,"title":443,"slug":444,"subheading":445,"createdAt":446,"updatedAt":447,"publishedAt":448},"Marketing analytics & reporting","marketing-analytics-and-reporting","A neverending collection of marketing tips & tricks","2023-05-16T15:41:47.823Z","2025-06-04T14:37:57.786Z","2023-05-18T13:29:41.243Z",[450,454],{"id":70,"tagName":451,"slug":452,"createdAt":453,"updatedAt":453},"Marketing agency","marketing-agency","2024-08-29T08:50:04.461Z",{"id":74,"tagName":455,"slug":456,"createdAt":457,"updatedAt":458},"Agency guides","agency-guides","2024-08-29T09:03:10.008Z","2024-10-14T09:30:59.637Z",{"id":460,"name":461,"about":462,"email":463,"createdAt":464,"updatedAt":465,"publishedAt":466,"slug":467,"linkedin_url":468,"avatar":469},131,"Nikola Gemes","Nikola is a content marketer at Whatagraph with extensive writing experience in SaaS and tech niches. With a background in content management apps and composable architectures, it's his job to educate readers about the latest developments in the world of marketing data, data warehousing, headless architectures, and federated content platforms.","nikola.g@whatagraph.com","2023-01-20T11:02:48.617Z","2023-08-22T15:37:25.199Z","2023-01-20T11:02:48.616Z","nikola-gemes","https://www.linkedin.com/in/nikola-gemeš-6175ba157/",{"id":470,"name":471,"alternativeText":31,"caption":31,"width":472,"height":473,"formats":474,"hash":484,"ext":476,"mime":479,"size":485,"url":486,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":487,"updatedAt":487},9564,"Nikola Gemeš.jpg",2028,2048,{"thumbnail":475},{"ext":476,"url":477,"hash":478,"mime":479,"name":480,"path":31,"size":481,"width":482,"height":483},".jpg","https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_Nikola_Gemes_4ff74c0a62.jpg","thumbnail_Nikola_Gemes_4ff74c0a62","image/jpeg","thumbnail_Nikola Gemeš.jpg",4.01,154,156,"Nikola_Gemes_4ff74c0a62",463.28,"https://s3.us-east-2.amazonaws.com/whatagraph.com/Nikola_Gemes_4ff74c0a62.jpg","2023-02-14T12:19:50.923Z",{"id":489,"metaTitle":415,"metaDescription":490,"addNoIndex":15,"canonicalURL":31,"metaImage":491},1825,"Discover the best white label marketing tools for agencies that can help you personalize your client experience with custom branding at a scale.",{"id":424,"name":425,"alternativeText":426,"caption":31,"width":427,"height":428,"formats":492,"hash":437,"ext":292,"mime":293,"size":438,"url":439,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":440,"updatedAt":441},{"thumbnail":493},{"ext":292,"url":431,"hash":432,"mime":293,"name":433,"path":31,"size":434,"width":435,"height":436},"\u003Ch2 id=\"what-are-white-label-marketing-tools-\">What are white label marketing tools? \u003C/h2>\u003Cp>White-label marketing tools are unbranded SaaS products from third-party providers that allow agencies to personalize their services and brand identity. These tools provide agencies with a cost-effective way to expand their customization capabilities without investing in costly custom-developed reporting, SEO, social media management, and other client-facing software.\u003C/p>\u003Ch2 id=\"why-should-your-agency-use-white-label-marketing-tools\">Why should your agency use white label marketing tools?\u003C/h2>\u003Cp>The short answer is simple — white label tools help you create a branded experience for your client with little effort on your end, leading to:\u003C/p>\u003Cul>\u003Cli>More consistent branding\u003C/li>\u003Cli>Scalable personalization\u003C/li>\u003Cli>Improved client experience\u003C/li>\u003C/ul>\u003Cp>White label reporting software reduce the amount of time that agencies invest to collect, aggregate, and present marketing metrics to clients. This is especially true for marketing agencies with a growing client base, which need every report to look professional and consistent with agency standards.\u003C/p>\u003Cp>However, the most commonly used reporting solutions like Looker Studio (ex-Google Data Studio), Google Sheets, and Google Analytics don’t leave a lot of white-labeling options.\u003C/p>\u003Ch3 id=\"benefits-of-using-white-label-agency-software\">5 benefits of using white label agency software\u003C/h3>\u003Cp>Here are five reasons agencies should consider using white label marketing automation and reporting software.\u003C/p>\u003Cp>\u003Cstrong>1. Brand identity\u003C/strong>\u003C/p>\u003Cp>Once you’re through with initial client discovery meetings, you’re most likely to communicate with clients via client reports. By adding your brand identity to every dashboard and report you share, you reinforce your agency's presence and remind clients that it’s you who helps them grow their numbers.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png\" srcset=\"https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=350 350w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=700 700w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=420 440w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=840 880w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=768 768w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=1536 1536w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=992 992w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=1984 1984w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=600 1200w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=1200 2400w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=720 1440w, https://media.whatagraph.com/Branded_Custom_Made_Dashboards_7bc309616e.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - example \">\u003C/p>\u003Cp>\u003Cstrong>2. Personalized client experience\u003C/strong>\u003C/p>\u003Cp>It makes no difference if you have 5 or 55 clients. They all expect a personalized experience. You can make this happen by:\u003C/p>\u003Cul>\u003Cli>Including your clients’ logo and brand colors.\u003C/li>\u003Cli>Creating visually appealing reports with annotations and personal comments that give more context to your agency’s results.\u003C/li>\u003Cli>Hosting a marketing dashboard on your own domain that clients can access at any time to promote transparency.\u003C/li>\u003Cli>Sending reports directly from your agency’s email address.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Agency scalability\u003C/strong>\u003C/p>\u003Cp>When you save time on client reporting, your agency can spend more time on billable tasks. By having your agency report and dashboard templates include pre-set branding choices, you also save time from having to manually brand and update new dashboards and reports every time. White-label reports, on the other hand, are completely scalable, as all clients’ metrics update in real time. If you need a report, you can easily select the date range you need and send it as a report in seconds.\u003C/p>\u003Cp>\u003Cstrong>4. Direct integrations with third-party tools\u003C/strong>\u003C/p>\u003Cp>To offer a truly personalizable and scalable reporting solution, agencies need a reposting platform that connects to as many marketing platforms as possible and in the easiest possible way. Whatagraph, for example, has direct pre-built integrations with platforms from Google Analytics 4, Piwik Pro, and Matomo to a range of other SEO, PPC, email marketing, and e-commerce tools, as well as CRM systems.\u003C/p>\u003Cp>\u003Cstrong>5. Stunning visualization\u003C/strong>\u003C/p>\u003Cp>No matter how experienced in marketing matters, your clients need to be able to understand the data they are looking at. A list of numbers in a spreadsheet won’t take you far in the client relationship sector, so you need to make the insights as visual as possible.\u003C/p>\u003Cp>White label your charts and graphs even with the colors of your choice for a more aesthetically pleasing experience. The two popular approaches are to adjust the chart field colors to either your agency’s or your clients’ schemes\u003C/p>\u003Ch2 id=\"top-12-white-label-marketing-platforms-for-agencies\">Top 12 white label marketing platforms for agencies\u003C/h2>\u003Cp>So what are white label tools for agencies? \u003C/p>\u003Cp>White label tools that will give agencies the best features and experience for the money are: \u003C/p>\u003Col>\u003Cli>Whatagraph — white label marketing monitoring and reporting platform\u003C/li>\u003Cli>Metrics Watch — white label marketing analytics tool\u003C/li>\u003Cli>Active Campaign — white label email marketing tool\u003C/li>\u003Cli>SE Ranking — white label SEO software\u003C/li>\u003Cli>Mention — white label media monitoring tool\u003C/li>\u003Cli>SocialPilot — white label social media management tool\u003C/li>\u003Cli>Semrush — white label SEO platform\u003C/li>\u003Cli>HubSpot — white label marketing automation platform\u003C/li>\u003Cli>Vendasta — white label ecommerce platform\u003C/li>\u003Cli> Landingi — white label page builder\u003C/li>\u003Cli> OptinMonster — white label lead generation tool\u003C/li>\u003Cli>PromoRepublic — white label social media manager\u003C/li>\u003C/ol>\u003Cp>Let’s now review each of these tools in more detail. \u003C/p>\u003Ch3 id=\"whatagraph-white-label-marketing-monitoring-and-reporting-platform\">1. Whatagraph - white label marketing monitoring and reporting platform\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com\">Whatagraph\u003C/a> is an easy-to-use platform to monitor and report on your marketing performance. With Whatagraph, you can replace multiple slow and complex tools with one marketing analytics platform. Unlike many competitors, Whatagraph is easy to use and allows anyone in your team to monitor and analyze scattered cross-channel data using intuitive visualizations.\u003C/p>\u003Cp>Instead of using different tools to collect, clean, and analyze data, Whatagraph integrates all your data into one fast and easy-to-use platform.\u003C/p>\u003Cp>\u003Cstrong>Results:\u003C/strong>\u003C/p>\u003Col>\u003Cli>Data is easier to organize and analyze.\u003C/li>\u003Cli>Teams can track their performance on internal dashboards and overviews.\u003C/li>\u003Cli>You can automate the way you report to clients or stakeholders.\u003C/li>\u003C/ol>\u003Cp>As a result, marketing analytics processes become more efficient, and everyone — from clients to teammates — can finally understand marketing data and focus on strategy and execution with hours saved.\u003C/p>\u003Cp>Using Whatagraph, you can create marketing reports and dashboards that match your client’s branding - they won’t see Whatagraph mentioned anywhere in the dashboard. Instead, you can show them your agency’s name, logo, brand colors, and text style.\u003C/p>\u003Cp>Every dashboard you send can look like a part of your agency’s website. This means your clients will immediately recognize your dashboard as a part of your brand. You can create a global theme for your agency or create multiple themes on the dashboard and even widget level. \u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png\" srcset=\"https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=350 350w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=700 700w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=420 440w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=840 880w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=768 768w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=1536 1536w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=992 992w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=1984 1984w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=600 1200w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=1200 2400w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=720 1440w, https://media.whatagraph.com/digital_marketing_dashboard_f120356bcf.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - Whatagraph\">\u003C/p>\u003Cp>Configure each dashboard by choosing from saved color templates. Use the built-in color selector to add your agency’s exact hex color codes for primary chart fields, positive, negative, accent fill, and many others.\u003C/p>\u003Cp>Provide a seamless user experience by hosting client dashboards on your agency’s domain. Replace the whatagraph.com domain with your agency name. This way, instead of seeing app.whatagraph.com, your clients will see dashboards.youragency.com/ \u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Native integrations to popular marketing sources\u003C/li>\u003Cli>Connect any data source using Custom API, Google Sheets, or BigQuery\u003C/li>\u003Cli>Organize connected data without coding\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Cross-channel insights\u003C/li>\u003Cli>AI insights\u003C/li>\u003Cli>Overview (monitors the performance of all your clients or campaigns)\u003C/li>\u003Cli>Library of pre-made dashboard and report templates\u003C/li>\u003Cli>Edit multiple reports in bulk\u003C/li>\u003Cli>Save anything as a template\u003C/li>\u003Cli>Custom branding and white-label features\u003C/li>\u003Cli>Automated report sharing\u003C/li>\u003Cli>No-code data transfers to BigQuery data warehouse\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>All-in-one marketing analytics solution\u003C/li>\u003Cli>Easy to use by anyone on your team\u003C/li>\u003Cli>Engaging visual reports\u003C/li>\u003Cli>Fast campaign performance and insights\u003C/li>\u003Cli>Results easy to interpret\u003C/li>\u003Cli>Excellent live chat customer support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>No freemium plan\u003C/li>\u003Cli>Just one data warehouse destination (BigQuery) is available so far\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Whatagraph offers three pricing plans based on the amount of “source credits” and access to customization and data organization capabilities. You can use source credits to connect data sources, send data from a source to a warehouse, and blend cross-channel data together.\u003C/p>\u003Cfigure class=\"media\">\u003Cdiv data-oembed-url=\"https://www.youtube.com/watch?v=jPBSI3My-5s\">\u003Cdiv style=\"position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;\">\u003Ciframe src=\"https://www.youtube.com/embed/jPBSI3My-5s\" style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0;\" frameborder=\"0\" allow=\"autoplay; encrypted-media\" allowfullscreen=\"\">\u003C/iframe>\u003C/div>\u003C/div>\u003C/figure>\u003Cp>\u003Ca href=\"/book-a-call\">Book a demo\u003C/a> to learn more about how Whatagraph can improve your marketing analytics and reporting while offering your clients a personalized experience.\u003C/p>\u003Cp>\u003Cstrong>Whatagraph ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎267 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎83 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"metrics-watch-white-label-marketing-analytics-tool\">2. Metrics Watch - white label marketing analytics tool\u003C/h3>\u003Cp>\u003Ca href=\"https://metricswatch.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Metrics Watch\u003C/a> is an email-based digital marketing analytics tool for marketers and agencies. It allows marketers to send daily, weekly, or monthly reports directly inside the email body so clients can conveniently view their marketing performance data in their inbox. This white-label marketing software allows your team members to combine data from multiple marketing channels and visualize it using charts and graphs.\u003C/p>\u003Cp>Thanks to its user-friendly interface and comprehensive white-label reporting tools, Metrics Watch is a solid runner-up for personalizing digital marketing services.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png\" srcset=\"https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=350 350w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=700 700w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=420 440w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=840 880w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=768 768w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=1536 1536w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=992 992w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=1984 1984w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=600 1200w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=1200 2400w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=720 1440w, https://media.whatagraph.com/white_label_tools_for_agencies_2_65fd658fe8.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - MetricsWatch \">\u003C/p>\u003Cp>You can pick colors and brand reports with your logo then send them out straight from your chosen email. By choosing email delivery with no strings attached, Metrics Watch elegantly avoids somewhat annoying PDFs, links, and web-based reports. This allows users to access their latest data on any device from anywhere, with no UX lost.\u003C/p>\u003Cp>\u003Cstrong>Key features:\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Pre-made report templates\u003C/li>\u003Cli>Drag-and-drop visualization builder\u003C/li>\u003Cli>Automated report delivery\u003C/li>\u003Cli>White-label reports\u003C/li>\u003Cli>Real-time alerts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Easy to set up\u003C/li>\u003Cli>Convenient report sharing in email body\u003C/li>\u003Cli>Automated reporting process\u003C/li>\u003Cli>Good support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Need help from customer support to set custom metrics\u003C/li>\u003Cli>Limited design options\u003C/li>\u003Cli>No blended metrics\u003C/li>\u003Cli>No data transfer option\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Four pricing plans based on the number of configured reports. Free migration service from competing software is available for all plans.\u003C/p>\u003Cp>\u003Cstrong>Metrics Watch ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.3 · ‎3 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"activecampaign-white-label-email-marketing-tool\">3. ActiveCampaign - white label email marketing tool\u003C/h3>\u003Cp>\u003Ca href=\"/integrations/activecampaign\">Active Campaign\u003C/a> is a marketing automation tool for email marketing, CRM, digital marketing, and messaging. Digital agencies use it as a lead generation platform for qualifying leads and engaging them with marketing automation and white label features.\u003C/p>\u003Cp>This white-label email marketing tool offers white-label services such as custom domains, HTML/CSS rebranding, custom button colors, borders, font colors, font sizes, etc. You can also remove all references and links to the ActiveCampaign brand and add your own brand insignia instead.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Active_Campaigns_9f79684322.png\" srcset=\"https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=350 350w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=700 700w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=420 440w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=840 880w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=768 768w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=1536 1536w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=992 992w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=1984 1984w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=600 1200w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=1200 2400w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=720 1440w, https://media.whatagraph.com/Active_Campaigns_9f79684322.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - ActiveCampaign \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Automated email campaigns with goal features \u003C/li>\u003Cli>Wide range of automation features\u003C/li>\u003Cli>Access to 250+ pre-built automation “recipes”\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Predictive email scheduling\u003C/li>\u003Cli>SMS marketing campaigns\u003C/li>\u003Cli>CRM feature\u003C/li>\u003Cli>Upfront pricing without setup fees\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Difficult integration with non-standard apps\u003C/li>\u003Cli>No phone support for Lite or Plus plans\u003C/li>\u003Cli>Lacks landing page creation\u003C/li>\u003Cli>Limited hours of support\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>ActiveCampaign offers four pricing plans based on the number of users, contacts, and segmentation options.\u003C/p>\u003Cp>\u003Cstrong>ActiveCampaign ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.5 · ‎13,231 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.6 · 2,439 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"se-ranking-white-label-seo-software\">4. SE Ranking - white label SEO software\u003C/h3>\u003Cp>\u003Ca href=\"/integrations/se-ranking\">SE Ranking\u003C/a> is an all-in-one search engine optimization platform that comes with website auditing, competitor analysis, a position checker, and a backlink checker. Packed with advanced features, SE Ranking is useful both for agencies and in-house teams that need real-time insights on their SEO and PPC efforts, social media, and website performance via personalized dashboards.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png\" srcset=\"https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=350 350w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=700 700w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=420 440w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=840 880w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=768 768w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=1536 1536w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=992 992w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=1984 1984w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=600 1200w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=1200 2400w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=720 1440w, https://media.whatagraph.com/SE_Ranking_f8d2f8f137.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - SE Ranking \">\u003C/p>\u003Cp>Thanks to its friendly design and lots of resources, SE Ranking fits easily into your daily workflow. For example, you can use your own domain name as a link to the SEO tool, customize the logo, interface, color scheme, etc.\u003C/p>\u003Cp>Plus, there are no additional fees for SE Ranking’s white label options - they are available in all pricing plans.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Intuitive multi-campaign SEO reports with automation features \u003C/li>\u003Cli>Keyword research tool \u003C/li>\u003Cli>AI-powered content research tool\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Detailed SEO statistics and historical data\u003C/li>\u003Cli>Versatile set of tools\u003C/li>\u003Cli>Useful content marketing tool\u003C/li>\u003Cli>Custom reporting features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Steep learning curve\u003C/li>\u003Cli>Agency-pack add on not available on all plans\u003C/li>\u003Cli>AI writing functionality has word limits\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SE Ranking has three pricing plans differentiated by the number of managers' seats and projects, as well as the access to advanced features like on-page SERP analysis, historical data, and API.\u003C/p>\u003Cp>\u003Cstrong>SE Ranking ratings and reviews\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2: \u003C/strong>4.8 · ‎1,321 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra: \u003C/strong>4.7 · 2284 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"mention-white-label-media-monitoring-tool\">5. Mention - white label media monitoring tool\u003C/h3>\u003Cp>Mention is a social media marketing management tool that helps marketing agencies manage multiple social media accounts. It features social listening and social publishing options that allow marketers to collect brand insights through media monitoring. This white labeling software includes real-time monitoring that lets you see what is being said about your clients’ businesses online — on social media, forums, news sites, and blogs.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png\" srcset=\"https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=350 350w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=700 700w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=420 440w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=840 880w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=768 768w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=1536 1536w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=992 992w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=1984 1984w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=600 1200w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=1200 2400w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=720 1440w, https://media.whatagraph.com/white_label_tools_for_agencies_5_718444bbf7.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - Mention \">\u003C/p>\u003Cp>Thanks to its white label options, you can customize your automated email reports with your client’s logo.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>: \u003C/p>\u003Cul>\u003Cli>Web & social listening\u003C/li>\u003Cli>Social media scheduling \u003C/li>\u003Cli>Social measurement\u003C/li>\u003Cli>Sentiment scoring\u003C/li>\u003Cli>Influencer identification\u003C/li>\u003Cli>Social reporting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Daily summaries of what’s happening across social media\u003C/li>\u003Cli>Influencer tracking\u003C/li>\u003Cli>Boolean searches and negative keywords\u003C/li>\u003Cli>Both free and paid plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Tends not to catch all the mentions\u003C/li>\u003Cli>Difficult to monitor generic company names\u003C/li>\u003Cli>Steep pricing plans\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Mention has four pricing plans based primarily on the number of users, mentions, and alerts. However, users often object that the pricing plans could be reworked to better match different user segments.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cp>\u003Cstrong>G2\u003C/strong>: 4.3 · ‎439 reviews\u003C/p>\u003Cp>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎289 reviews\u003C/p>\u003Ch3 id=\"socialpilot-white-label-social-media-management-tool\">6. SocialPilot - white label social media management tool\u003C/h3>\u003Cp>SocialPilot is a social media management tool that agencies use to report social media analytics to their clients across a range of platforms. SocialPilot is a go-to project management white label solution for many social media agencies as it allows them to quickly generate posts using native AI, collaborate with both team members and clients, plus you can plan up to 500 posts at once.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Social_Pilot_f7d516d02a.png\" srcset=\"https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=350 350w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=700 700w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=420 440w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=840 880w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=768 768w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=1536 1536w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=992 992w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=1984 1984w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=600 1200w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=1200 2400w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=720 1440w, https://media.whatagraph.com/Social_Pilot_f7d516d02a.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - SocialPilot \">\u003C/p>\u003Cp>You can aggregate the results of your analytics in white label PDF reports that can include both high-level page metrics or more detailed post insights.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Supports many social media accounts\u003C/li>\u003Cli>Native AI for easy post generation\u003C/li>\u003Cli>Bulk actions\u003C/li>\u003Cli>Client management\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>User-friendly interface\u003C/li>\u003Cli>Multi-account management\u003C/li>\u003Cli>Drafts approval workflow\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Incomplete Instagram analytics\u003C/li>\u003Cli>Delayed notifications for failed posts\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>SocialPilot comes with four pricing plans that are differentiated based on the number of users and social media accounts, as well as advanced features like Client Approval and Content Library. White-label options are, however, reserved only for the top-tier plan called Agency+.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎786 review\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.4 · ‎365 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"semrush-white-label-seo-platform\">7. Semrush - white label SEO platform\u003C/h3>\u003Cp>\u003Ca href=\"/integrations/semrush\">Semrush\u003C/a> is one of the most popular SEO agency software on the market with a range of features, from keyword research to competitive analysis to backlink analysis to website auditing. This white label SEO tool allows you to create personalized reports with data from clients’ Google Search Console, Google Business Profile, Google Analytics, and other integrations. A feature that stands out is the Semrush white label content writing service, which delivers anonymous writing for your agency.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png\" srcset=\"https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=350 350w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=700 700w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=420 440w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=840 880w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=768 768w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=1536 1536w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=992 992w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=1984 1984w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=600 1200w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=1200 2400w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=720 1440w, https://media.whatagraph.com/white_label_tools_for_agencies7_49282e52ee.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - Semrush \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Keyword analysis\u003C/li>\u003Cli>Backlink management\u003C/li>\u003Cli>SERP ranking trackingAbout SERP ranking tracking\u003C/li>\u003Cli>Site audit\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Local SEO capabilities\u003C/li>\u003Cli>Comprehensive site audits\u003C/li>\u003Cli>Competitive insights across industries\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Traffic estimates are often overly optimistic\u003C/li>\u003Cli>Many tabs may confuse new users\u003C/li>\u003Cli>No SEO writing assistant\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Semrush offers three pricing plans that differ mostly in the number of projects, tracked keywords, and the number of results per report.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎2,101 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.7 · ‎2,232 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"hubspot-white-label-marketing-automation-platform\">8. HubSpot - white label marketing automation platform\u003C/h3>\u003Cp>\u003Ca href=\"/integrations/hubspot\">HubSpot\u003C/a> is a marketing automation software that relies on workflows and bot builders to create automated campaigns for clients. This white label digital marketing platform also includes automated email marketing services, SMS marketing, and in-product marketing features. HubSpot’s white label marketing automation helps agencies set up personalized chatbots, email triggers, social media workflows, and more.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png\" srcset=\"https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=350 350w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=700 700w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=420 440w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=840 880w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=768 768w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=1536 1536w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=992 992w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=1984 1984w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=600 1200w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=1200 2400w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=720 1440w, https://media.whatagraph.com/white_label_tools_for_agencies_8_4f83332ee8.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - HubSpot \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Customer data management\u003C/li>\u003Cli>Opportunity management\u003C/li>\u003Cli>Interaction tracking\u003C/li>\u003Cli>Billing and invoicing management\u003C/li>\u003Cli>Reporting\u003C/li>\u003Cli>Forecasting\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Real-time data analytics\u003C/li>\u003Cli>Time-saving features\u003C/li>\u003Cli>Quick filters and views\u003C/li>\u003Cli>Personalized email campaigns\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Price too high for startups\u003C/li>\u003Cli>Reporting can be challenging\u003C/li>\u003Cli>No log for changes\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>HubSpot has an elaborate pricing scheme based on the product category, number of users, marketing contacts, and added features.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎11,012 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎4,161 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"vendasta-white-label-ecommerce-platform\">9. Vendasta - white label ecommerce platform\u003C/h3>\u003Cp>\u003Ca href=\"https://www.vendasta.com/content-library/white-label-products/\" target=\"_blank\" rel=\"noopener noreferrer\">Vendasta\u003C/a> is an end-to-end marketing platform that offers CRM, billing software and e-commerce products that agencies can resell to medium and small businesses. Part of its toolkit includes a business app that creates white-labeled client dashboards. Apart from the customer communication hub, appointment booking, and automated reporting, Vendasta offers native advertising, social media management, website creation, and even blog writing.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Vendasta_5e41c85854.png\" srcset=\"https://media.whatagraph.com/Vendasta_5e41c85854.png?width=350 350w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=700 700w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=420 440w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=840 880w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=768 768w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=1536 1536w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=992 992w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=1984 1984w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=600 1200w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=1200 2400w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=720 1440w, https://media.whatagraph.com/Vendasta_5e41c85854.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - Vendasta \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Third-party integrations\u003C/li>\u003Cli>Unlimited users\u003C/li>\u003Cli>SMS customer messaging\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Very competitive pricing\u003C/li>\u003Cli>Focus on local businesses\u003C/li>\u003Cli>Constant stream of new features\u003C/li>\u003Cli>250+ marketing apps\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Big learning curve\u003C/li>\u003Cli>Business app not downloadable\u003C/li>\u003Cli>Email & automation functions lag behind some competitors\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Vendasta offers four pricing plans based on the number of team member seats and Snapshot reports per month. Higher pricing tiers include the Multi-Location Business App and volume discounts.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎323 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.5 · ‎158 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"landingi-white-label-page-builder\">10. Landingi - white label page builder\u003C/h3>\u003Cp>Landingi is a landing page builder tool for digital agencies. This tool caters to agencies that serve multiple clients and want to keep things personalized and organized. Their white-label plan includes unlimited landing pages, leads, and visitors, as well as 40 active sub-accounts under your own brand. Agencies can also host the Landingi solutions on their own domain using their own or clients’ branding. Other custom options include setting up your own login page, 404 error page, and branded emails.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Landingi_89a2662640.png\" srcset=\"https://media.whatagraph.com/Landingi_89a2662640.png?width=350 350w, https://media.whatagraph.com/Landingi_89a2662640.png?width=700 700w, https://media.whatagraph.com/Landingi_89a2662640.png?width=420 440w, https://media.whatagraph.com/Landingi_89a2662640.png?width=840 880w, https://media.whatagraph.com/Landingi_89a2662640.png?width=768 768w, https://media.whatagraph.com/Landingi_89a2662640.png?width=1536 1536w, https://media.whatagraph.com/Landingi_89a2662640.png?width=992 992w, https://media.whatagraph.com/Landingi_89a2662640.png?width=1984 1984w, https://media.whatagraph.com/Landingi_89a2662640.png?width=600 1200w, https://media.whatagraph.com/Landingi_89a2662640.png?width=1200 2400w, https://media.whatagraph.com/Landingi_89a2662640.png?width=720 1440w, https://media.whatagraph.com/Landingi_89a2662640.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - Landingi \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Landing page builder\u003C/li>\u003Cli>Ready-made templates\u003C/li>\u003Cli>A/B testing\u003C/li>\u003Cli>Forms\u003C/li>\u003Cli>Customer support\u003C/li>\u003Cli>Integrations\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>A variety of templates\u003C/li>\u003Cli>Drag-and-drop editor\u003C/li>\u003Cli>Export landing pages directly to WordPress\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Analytics need work\u003C/li>\u003Cli>Bugs when generating copy with AI\u003C/li>\u003Cli>Reports take time to export\u003C/li>\u003Cli>Lack of folders for landing pages\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>Landingi has three pricing plans that vary by the number of digital assets built per month, amount of traffic, and the number of custom domains. For annual subscription, there’s a two-month’s grace period.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎305 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.8 · ‎179 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"optinmonster-white-label-lead-generation-tool\">11. OptinMonster - white label lead generation tool\u003C/h3>\u003Cp>OptinMonster is a lead generation tool designed to help marketing agencies, businesses, and bloggers build conversion campaigns using website tools such as popups, floating bars, slide-ins and inline forms. Optimized for hands-on engagement and conversions, this white label online marketing solution has everything your team needs to keep visitors engaged on your client’s website, such as geolocation targeting, Lightbox popups, gamified wheels, page level targeting, and exit intent detection.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Optin_Monster_0561023ac2.png\" srcset=\"https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=350 350w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=700 700w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=420 440w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=840 880w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=768 768w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=1536 1536w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=992 992w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=1984 1984w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=600 1200w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=1200 2400w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=720 1440w, https://media.whatagraph.com/Optin_Monster_0561023ac2.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - OptinMonster \">\u003C/p>\u003Cp>However, OptinMonster doesn't offer white label services, but does provide white label tools. For example, users can customize the dashboard with their own branding, add their logo, colors, and textual content.\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Multiple types of popups\u003C/li>\u003Cli>Drag-and-drop popup builder + templates\u003C/li>\u003Cli>Detailed targeting and trigger rules\u003C/li>\u003Cli>Dedicated e-commerce features\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Large number of pre-designed campaigns\u003C/li>\u003Cli>Many options for display rules\u003C/li>\u003Cli>Responsive support team\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Needs more integrations built\u003C/li>\u003Cli>Mobile design need work\u003C/li>\u003Cli>No end date/time to automatically shut them down\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>OptinMonster offers four pricing plans based on the number of pageviews and site used, as well as advanced features and integrations. Removing the OptinMonster badge and custom domain are only available in the two upper-end tiers.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.4 · ‎93 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.2 · ‎75 reviews\u003C/li>\u003C/ul>\u003Ch3 id=\"promorepublic-white-label-social-media-manager\">12. PromoRepublic - white label social media manager\u003C/h3>\u003Cp>\u003Ca href=\"https://promorepublic.com/en/white-label-social-media-management-software/\" target=\"_blank\" rel=\"noopener noreferrer\">PromoRepublic\u003C/a> is a social media management software for agency teams with a large client base who need a third-party platform to manage their clients’ social media marketing efforts, but want to deliver a branded experience. Using the platform’s white-label options, you can brand your social media manager with your logo, colors, and custom domain. White label sales materials and pre-made templates are also available.\u003C/p>\u003Cp>\u003Cimg src=\"https://media.whatagraph.com/Promo_Republic_f3682a3b25.png\" srcset=\"https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=350 350w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=700 700w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=420 440w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=840 880w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=768 768w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=1536 1536w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=992 992w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=1984 1984w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=600 1200w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=1200 2400w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=720 1440w, https://media.whatagraph.com/Promo_Republic_f3682a3b25.png?width=1440 2880w\" sizes=\"(max-width: 350px) 350px, (max-width: 440px) 440px, (max-width: 768px) 768px, (max-width: 992px) 992px, (max-width: 1200px) 1200px, (min-resolution: 192dpi) and (max-width: 350px) 700px, (min-resolution: 192dpi) and (max-width: 420px) 840px, (min-resolution: 192dpi) and (max-width: 768px) 1536px, (min-resolution: 192dpi) and (max-width: 992px) 1984px, (min-resolution: 192dpi) and (max-width: 1200px) 2400px, (min-resolution: 192dpi) 2880px, 1440px\" loading=\"lazy\" fetchpriority=\"auto\" decoding=\"async\" alt=\"White label marketing tools - PromoRepublic \">\u003C/p>\u003Cp>\u003Cstrong>Key features\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>Clean dashboard interface\u003C/li>\u003Cli>Post scheduling\u003C/li>\u003Cli>Social media calendar\u003C/li>\u003Cli>Social media inbox\u003C/li>\u003Cli>Intuitive creative editor\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pros\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>All-in-one white label interface\u003C/li>\u003Cli>Content library\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Cons\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>You may not find all social media integrations\u003C/li>\u003Cli>Focus on templates rather than custom content\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Pricing\u003C/strong>\u003C/p>\u003Cp>PromoRepublic offers three pricing tiers based on the number of users, social media accounts, and advanced options like content approval workflows, social listening, and local SEO insights.\u003C/p>\u003Cp>\u003Cstrong>Ratings and reviews\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>G2\u003C/strong>: 4.5 · ‎160 reviews\u003C/li>\u003Cli>\u003Cstrong>Capterra\u003C/strong>: 4.6 · ‎148 reviews\u003C/li>\u003C/ul>\u003Ch2 id=\"how-we-choose-the-best-white-label-marketing-tools\">How we choose the best white label marketing tools\u003C/h2>\u003Cp>We created this list of white label software examples based on these criteria\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Ease of use\u003C/strong>: We prioritized the tools that are intuitive to use with minimum training and data or analytics expertise.\u003C/li>\u003Cli>\u003Cstrong>Value for money\u003C/strong>: Each has features and capabilities that make it worth the investment.\u003C/li>\u003Cli>\u003Cstrong>Extensive features\u003C/strong>:\u003Cstrong> \u003C/strong>We listed tools that do more than just client reporting to reduce your tech stack. \u003C/li>\u003Cli>\u003Cstrong>Integrations\u003C/strong>:\u003Cstrong> \u003C/strong>It’s essential to choose a white label reporting tool that easily integrates with a majority of marketing platforms and ensures a stable connection.\u003C/li>\u003Cli>\u003Cstrong>Able to scale\u003C/strong>:\u003Cstrong> \u003C/strong>Agencies need marketing tools that are able to grow as their business and client base increases\u003C/li>\u003C/ul>\u003Ch2 id=\"what-to-look-for-in-white-label-software\">What to look for in white label software\u003C/h2>\u003Cp>Before you choose the right white label tool for your agency, make sure it has the following features: \u003C/p>\u003Ch3 id=\"customization-options\">Customization options\u003C/h3>\u003Cul>\u003Cli>To add your agency’s or your clients’ logo, plus different logos for different reports \u003C/li>\u003Cli>The ability to use custom brand colors throughout the platform, including on client-facing dashboards and reports\u003C/li>\u003Cli>The option to choose where to add your custom colors (including charts, graphs, titles, and text)\u003C/li>\u003Cli>Multiple accounts that can be white-labeled for different agency brands or divisions\u003C/li>\u003Cli>The ability to create different white label profiles for each client\u003C/li>\u003Cli>Custom email domains\u003C/li>\u003Cli>Custom dashboard domains\u003C/li>\u003Cli>Custom report domains \u003C/li>\u003C/ul>\u003Ch3 id=\"native-integrations\">Native integrations\u003C/h3>\u003Cul>\u003Cli>Direct, in-house built connectors to popular marketing systems \u003C/li>\u003Cli>Data extraction from various sources \u003C/li>\u003Cli>Easy way to add more data sources to reports or blends\u003C/li>\u003Cli>API access for custom integrations\u003C/li>\u003C/ul>\u003Ch3 id=\"pricing-and-support-\">Pricing and support \u003C/h3>\u003Cul>\u003Cli>Transparent pricing structure \u003C/li>\u003Cli>Scalability to accommodate your agency’s growth\u003C/li>\u003Cli>Responsive live chat support\u003C/li>\u003C/ul>\u003Ch2 id=\"faq\">FAQ\u003C/h2>\u003Cp>\u003Cstrong>What is white label automation?\u003C/strong>\u003C/p>\u003Cp>White label automation in marketing is a software or tool that automates repetitive tasks and streamlines their processes while allowing agencies or businesses to brand the software solution as their own. It increases their visibility in the market and reinforces their brand identity. \u003C/p>\u003Cp>\u003Cstrong>What is a white label in marketing?\u003C/strong>\u003C/p>\u003Cp>White label marketing products are sold by agencies with their own branding and logo but the products themselves are originally developed and sold by a third party. White labeling occurs when the purchaser of a service requests that its own branding is used instead of the manufacturer’s or retailer’s one.\u003C/p>\u003Ch2 id=\"conclusion\">Conclusion\u003C/h2>\u003Cp>If you work in a digital marketing agency or own one, you know the importance of personalization. Every client is different, and every digital marketing campaign, marketing strategy, content creation, and every goal requires a different approach.  \u003C/p>\u003Cp>White label marketing tools allow you to tailor each new client’s experience without spending much time on expensive custom solutions that are challenging to scale. \u003C/p>\u003Cp>A white label solution that will make the most impact is the one that allows you to create personalized reports on all your marketing efforts — in this case Whatagraph.\u003C/p>\u003Cp>With direct integrations to over 50 social media, SEO, PPC, email marketing, and web analytics platforms, it enables your team to quickly create report and dashboard templates for different clients and automate their sharing. \u003C/p>\u003Cp>\u003Ca href=\"https://live.whatagraph.com/auth/register\">Sign up for a free trial\u003C/a> today and experience Whatagraph’s white label capabilities in first hand. \u003C/p>",[496,527,554,581],{"id":497,"dateReorder":498,"title":499,"slug":500,"summary":501,"body":502,"read_time":21,"createdAt":503,"updatedAt":504,"publishedAt":503,"errors":505,"table_of_contents":32,"cover_image":506,"author":521,"article_category":522},1942,"2024-09-04","The Ultimate Guide to Agency Reporting: Best Practices and Tips","agency-reporting-tips","\u003Cp>You are spending hours and hours on client reporting every week. Compiling data from scattered sources and putting it together to show that you’ve made progress on several fronts. The numbers make sense to you, but will they make sense to your client?\u003C/p>\u003Cp>You try to be concise — not to bore the client with too much information, but you also need to be transparent by giving more details.\u003C/p>\u003Cp>And then you learn that clients actually rarely read your reports. They just want you to help them grow. And that is understandable. After all, they are paying you for it.\u003C/p>\u003Cp>However, in that case, you risk your agency-client relationship becoming purely transactional.\u003C/p>\u003Cp>And that is not good. \u003C/p>\u003Cp>Why?\u003C/p>\u003Cp>Because clients are less engaged with your work. They don’t see you as a partner and advisor but as a service provider, making it easier for them to churn at the first bump in the road.\u003C/p>\u003Cp>In this agency reporting guide, we’ll explore best practices and share essential agency reporting tips to help you streamline your reporting process, retain your clients, and ultimately drive better results for their campaigns.\u003C/p>","\u003Ch2>What is marketing agency reporting?\u003C/h2>\u003Cp>Marketing agency reporting is the process by which marketing agencies collect, analyze, and present data to their clients to show the effectiveness of their marketing efforts. These reports usually include insights from various aspects of marketing campaigns, such as website traffic, lead generation, conversion rates, social media engagement, SEO performance, and ROI.\u003C/p>\u003Cp>The goal of marketing agency reporting is to provide clients with a clear understanding of how the agency's strategies impact their business, identify improvement areas, and make data-driven decisions for future campaigns.\u003C/p>\u003Cp>Effective reporting helps build trust and transparency between the agency and the client, ensuring that the agency's efforts are aligned with the client's business objectives.\u003C/p>\u003Ch2>Why effective reporting is essential for agencies\u003C/h2>\u003Cp>Reporting\u003Cstrong> \u003C/strong>directly impacts client relationships, decision-making, and the overall success of marketing campaigns. Let’s explore several areas where you can set your agency apart from the competitors and prove a valuable partner to your clients using effective reporting.\u003C/p>\u003Cp>\u003Cstrong>Demonstrate value and build trust\u003C/strong>: By providing clear, data-driven evidence of how your strategies impact your client’s business, your agency can build trust and boost the client’s confidence in your services. As a result, clients can better understand the ROI of their marketing investment and be less likely to end the partnership.\u003C/p>\u003Cp>\u003Cstrong>Improve communication and alignment\u003C/strong>: Reporting ensures that both parties are on the same page about the goals, progress, and outcomes. Regular, consistent marketing agency reports help align your work with the client’s objectives, which is essential for setting realistic expectations and the client’s perception of you as a partner instead of just a service provider.\u003C/p>\u003Cp>\u003Cstrong>Strengthen client retention and loyalty\u003C/strong>: If an agency provides consistent, insightful reporting, it has more chances to retain clients. When clients can clearly see how the agency's efforts contribute to their success, they are more likely to stay loyal and continue the partnership. Also, detailed custom reports with actionable insights and recommendations demonstrate your agency’s commitment to proactive problem-solving and continuous improvement. Read more about \u003Ca href=\"https://whatagraph.com/blog/articles/exceeding-client-expectations\">exceeding client expectations\u003C/a> in our separate guide.\u003C/p>\u003Cp>\u003Cstrong>Increase transparency and accountability\u003C/strong>: Reporting holds agencies accountable for their performance. By regularly presenting campaign outcomes, you can ensure that you are delivering on promises and meeting KPIs that you agreed upon. This accountability is essential for maintaining credibility and can even be a deciding factor when renewing the contract.\u003C/p>\u003Cp>\u003Cstrong>Provide a competitive advantage\u003C/strong>: Agencies that excel in reporting can set themselves apart from competitors. Quality marketing agency reports that not only present data but also provide strategic insights can position your agency as a trusted advisor. Clients are more likely to choose and stay with you if you not only help them understand their marketing performance but also use that knowledge to move them forward.\u003C/p>\u003Ch2>What metrics to include?\u003C/h2>\u003Cp>In short, include only the metrics clients need to see — those that show direct results of your efforts and their impact on the client’s business: traffic, engagement, and conversion.\u003C/p>\u003Ch3>Traffic metrics\u003C/h3>\u003Cp>Include essential traffic metrics to provide a comprehensive view of website performance. These metrics can influence better-informed decisions to optimize marketing strategies and improve user experience.\u003C/p>\u003Cp>\u003Cstrong>1. Total website traffic\u003C/strong>\u003C/p>\u003Cp>This metric shows the total number of visitors to a client’s website over a specified period. It’s a basic indicator of a website’s reach and popularity. Tracking total traffic helps you assess the effectiveness of marketing campaigns and identify trends in audience behavior.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_6_85c53830aa.png\" alt=\"Traffic metrics - agency reporting\">\u003C/p>\u003Cp>\u003Cstrong>2. Traffic sources\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Direct traffic:\u003C/strong> Visitors who enter the website URL directly into their browser. This is often a sign of brand awareness and loyal customers.\u003C/li>\u003Cli>\u003Cstrong>Organic traffic:\u003C/strong> Visitors who find the website through search engines like Google. High organic traffic usually means strong SEO performance.\u003C/li>\u003Cli>\u003Cstrong>Referral traffic:\u003C/strong> Traffic coming from other websites through backlinks. This metric helps agencies evaluate the effectiveness of their link-building strategies.\u003C/li>\u003Cli>\u003Cstrong>Social traffic:\u003C/strong> Visitors who come from social media platforms. This metric indicates the success of social media marketing efforts.\u003C/li>\u003Cli>\u003Cstrong>Paid traffic:\u003C/strong> Traffic generated through paid advertising campaigns, such as Google Ads or social media ads. This metric helps measure the ROI of paid campaigns.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>3. Bounce rate\u003C/strong>\u003C/p>\u003Cp>The bounce rate is the percentage of visitors who leave the site after viewing only one page. A high bounce rate may indicate that the landing page content isn’t engaging or interesting to visitors. Monitoring this metric helps improve user experience and content relevance.\u003C/p>\u003Cp>\u003Cstrong>4. Session duration\u003C/strong>\u003C/p>\u003Cp>This metric measures the average amount of time a visitor spends on your client’s website during a single session (visit). Longer session durations often suggest that users find the content valuable and are engaged with the website. It’s a key indicator of content effectiveness and user engagement.\u003C/p>\u003Cp>\u003Cstrong>5. Pages per session\u003C/strong>\u003C/p>\u003Cp>Pages per session refers to the average number of pages a visitor views during a single session. A higher number suggests that users are exploring more content on the site, which is often a sign of good site structure and compelling content.\u003C/p>\u003Cp>\u003Cstrong>6. New vs. returning visitors\u003C/strong>\u003C/p>\u003Cp>This metric makes a difference between first-time visitors and those who return to the website. A balanced ratio between new and returning visitors indicates both successful outreach (new visitors) and customer retention (returning visitors).\u003C/p>\u003Cp>\u003Cstrong>7. Top landing pages\u003C/strong>\u003C/p>\u003Cp>This metric identifies the most visited entry pages on the website. Analyzing top landing pages can provide insights into which content attracts and engages visitors the most, which, in return, informs your content strategy and optimization efforts.\u003C/p>\u003Cp>\u003Cstrong>8. Exit pages\u003C/strong>\u003C/p>\u003Cp>Exit pages are the last pages visitors view before leaving the website. Analyzing exit pages can help identify potential issues with content or user flow that might be causing visitors to leave without converting. For example, a visitor who leaves the site without visiting a pricing page or from a TOFU content page is a sign that either a) their expectations were not met or b) they didn’t find the content compelling enough to explore more.\u003C/p>\u003Cp>\u003Cstrong>9. Geographical location\u003C/strong>\u003C/p>\u003Cp>This metric provides insights into where the website traffic is coming from geographically. It helps in tailoring marketing strategies to target regions where the brand is most popular or where there’s potential for growth.\u003C/p>\u003Cp>\u003Cstrong>10. Device and browser data\u003C/strong>\u003C/p>\u003Cp>This metric shows the devices (mobile, desktop, tablet) and browsers (Chrome, Safari, etc.) that visitors use. Understanding this helps optimize the website for the most common devices and browsers, improving user experience across platforms.\u003C/p>\u003Ch3>Engagement metrics\u003C/h3>\u003Cp>These essential engagement metrics help you understand how visitors interact with your client’s website, again allowing for better optimization of content, user experience, and overall engagement strategies.\u003C/p>\u003Cp>\u003Cstrong>1. Click-through rate (CTR)\u003C/strong>\u003C/p>\u003Cp>CTR measures the percentage of users who click on a specific link, such as a call-to-action (CTA), ad, or email link. It’s an important metric for evaluating the effectiveness of marketing messages, content, and ad campaigns. A high CTR is a sign that the content or offer is resonating with the audience.\u003C/p>\u003Cp>\u003Cstrong>2. Social shares and comments:\u003C/strong>\u003C/p>\u003Cp>This metric tracks how often content is shared on social media platforms and the number of comments it receives. High levels of social sharing and engagement suggest that the content is compelling, relevant, and valuable to the audience. It’s a key indicator of content virality and brand reach.\u003C/p>\u003Cp>\u003Cstrong>3. Scroll depth\u003C/strong>\u003C/p>\u003Cp>Scroll depth measures how far down a page users scroll. It’s especially useful for understanding user engagement with long-form content. If users regularly scroll to the bottom, it is a sign that they are engaged with the content. On the other hand, if they stop scrolling early, it may signal that the content needs to be more compelling or better structured.\u003C/p>\u003Cp>\u003Cstrong>4. Video engagement metrics\u003C/strong>\u003C/p>\u003Cp>If your client’s website has video content, metrics such as \u003Cstrong>play rate\u003C/strong> (how many people click to play a video), \u003Cstrong>watch time\u003C/strong> (how long they watch), and \u003Cstrong>completion rate\u003C/strong> (how many people watch to the end) are important. These metrics help assess how well video content is capturing and maintaining audience attention.\u003C/p>\u003Cp>\u003Cstrong>5. Heatmaps\u003C/strong>\u003C/p>\u003Cp>Heatmaps visually represent where users are clicking, scrolling, and hovering on a webpage. They provide insights into which areas of a page are attracting the most attention and which are being ignored. This information is valuable for optimizing page layout and CTAs to improve user engagement.\u003C/p>\u003Cp>\u003Cstrong>6. Customer feedback and reviews\u003C/strong>\u003C/p>\u003Cp>Although not measurable metrics, customer reviews are important for understanding overall engagement. They provide direct insight into user satisfaction and areas where the website or service can be improved.\u003C/p>\u003Ch3>Conversion metrics\u003C/h3>\u003Cp>The conversion metrics indicate how effectively your website and marketing campaigns are turning visitors into leads, customers, and, eventually, revenue. These insights are vital for optimizing marketing strategies and driving business growth.\u003C/p>\u003Cp>\u003Cstrong>1. Conversion rate\u003C/strong>\u003C/p>\u003Cp>Conversion rate is the percentage of website visitors who complete a desired action, such as making a purchase, filling out a form, or signing up for a newsletter. It’s a vital metric for understanding the effectiveness of your website or marketing campaigns in turning visitors into leads or customers.\u003C/p>\u003Cp>\u003Cstrong>2. Lead conversion rate\u003C/strong>\u003C/p>\u003Cp>This metric specifically tracks the percentage of visitors who convert into leads, most often by filling out a contact form or signing up for a trial. It’s particularly important for B2B businesses or service-based industries where lead generation is a key goal. Monitoring this rate helps evaluate the effectiveness of lead generation strategies and the quality of incoming traffic.\u003C/p>\u003Cp>\u003Cstrong>3. Sales conversion rate\u003C/strong>\u003C/p>\u003Cp>Sales conversion rate measures the percentage of leads that turn into paying customers. This metric is essential for assessing the efficiency of the sales funnel and the effectiveness of the sales team. A low sales conversion rate might indicate issues with lead qualification, pricing, or the sales process.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_5_ef31b4c0b1.png\" alt=\"Conversion metrics - agency reporting\">\u003C/p>\u003Cp>\u003Cstrong>4. Cost per conversion (CPC)\u003C/strong>\u003C/p>\u003Cp>CPC measures the total cost of acquiring a single conversion, including ad spend, marketing costs, and other expenses. This metric is important for understanding the profitability of marketing efforts. A lower CPC indicates that your marketing campaigns are cost-effective, while a higher CPC might signal that you need to optimize targeting or reduce costs.\u003C/p>\u003Cp>\u003Cstrong>5. Click-through rate (CTR) to conversion:\u003C/strong>\u003C/p>\u003Cp>This metric tracks the percentage of users who click on a call-to-action (CTA) and then proceed to convert. It bridges the gap between CTR and conversion rate, providing insights into the effectiveness of both the CTA and the post-click experience. A high CTR but a low conversion rate could indicate issues with the client’s landing page or offer.\u003C/p>\u003Cp>\u003Cstrong>6. Abandonment rate\u003C/strong>\u003C/p>\u003Cp>The abandonment rate refers to the percentage of users who start but do not complete a conversion process, such as adding items to a cart but not checking out. This metric is especially relevant for e-commerce sites. A high abandonment rate can highlight issues with the checkout process, such as complicated forms, unexpected costs, or lack of payment options.\u003C/p>\u003Cp>\u003Cstrong>7. Return on investment (ROI)\u003C/strong>\u003C/p>\u003Cp>ROI measures the profitability of your marketing campaigns by comparing the revenue generated from conversions to the cost of the campaigns. It’s one of the most important metrics for assessing the overall effectiveness of marketing efforts. Positive ROI indicates that campaigns are profitable, while negative ROI suggests that spending is not translating into sufficient revenue.\u003C/p>\u003Cp>\u003Cstrong>8. Average order value (AOV)\u003C/strong>\u003C/p>\u003Cp>AOV calculates the average amount spent each time a customer places an order. It’s a key metric for e-commerce businesses, helping to assess the effectiveness of cross-selling, up-selling, and pricing strategies. Increasing AOV can significantly boost revenue without increasing traffic or conversion rates.\u003C/p>\u003Cp>\u003Cstrong>9. Customer lifetime value (CLTV or CLV)\u003C/strong>\u003C/p>\u003Cp>CLTV estimates the total revenue a business can expect from a single customer over the duration of their relationship. It’s an important metric for understanding the long-term value of acquiring new customers and for making informed decisions about marketing spend and customer retention strategies.\u003C/p>\u003Cp>\u003Cstrong>10. Goal completion rate\u003C/strong>\u003C/p>\u003Cp>This metric tracks the percentage of visitors who complete a specific goal, such as signing up for a webinar, downloading a whitepaper, or requesting a demo. It’s particularly useful for tracking the effectiveness of content marketing efforts and lead nurturing strategies. Each goal completion contributes to the overall conversion process.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_4_fd93c9b9db.png\" alt=\"agency_reporting_4.png\">\u003C/p>\u003Cp>Our goal widget is not only useful for tracking client’s objectives. You can also use it to monitor the progress of your own agency KPIs. Here you can read more about what \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">agency metrics and KPIs\u003C/a> you should keep an eye on.\u003C/p>\u003Ch2>How to customize agency reporting to client needs\u003C/h2>\u003Cp>Customizing marketing agency reports to align with client's individual needs is essential for demonstrating value, improving transparency, and building strong client relationships.\u003C/p>\u003Cp>Each client has unique goals, preferences, and levels of understanding, so tailoring reports to these factors ensures that the information is relevant, comprehensible, and actionable. Here are some agency reporting tips you can try.\u003C/p>\u003Ch3>Understand the client’s objectives\u003C/h3>\u003Cp>Start by understanding the client’s primary objectives. This may range from increasing brand awareness to generating leads, from driving sales to improving customer retention. Tailor the report to focus on metrics and insights that \u003Ci>directly\u003C/i> align with these goals. For example, a client focused on lead generation will find value in metrics like lead conversion rates and cost per lead, while an e-commerce client might be more eager to see sales conversion rates and average order value.\u003C/p>\u003Cp>You should also work together with the client to identify the most important KPIs that you will monitor. This ensures that the report highlights the metrics that matter most to the client’s business success.\u003C/p>\u003Ch3>Tailor the report structure and content\u003C/h3>\u003Cp>Adapt the report’s language to match the client’s industry and internal terminology. Different data sources have different naming conventions, and your client might also name things differently throughout the company.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>\u003Ci>We use Whatagraph for all our client’s reports. The ability to title metrics differently is important to us because we often report the same metrics to different clients and just need to call them differently because many clients have internal terminology that is very different from one another.\u003C/i>\u003Cbr>[author]\u003Cstrong>Drew Cove - Senior SEO Manager @ \u003C/strong>\u003Ca href=\"https://www.digitalparc.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>DigitalParc\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>This makes the report more relatable and easier for the client to understand. Avoid generic marketing jargon and ensure that explanations are clear and within a context.\u003C/p>\u003Cp>As we’ve seen, even if you only include essential metrics, there are over 25. Focus on the most relevant to the client’s business objectives. For example, if the client is interested in SEO performance, emphasize organic traffic, keyword rankings, and backlink growth rather than social media engagement metrics.\u003C/p>\u003Cp>To make your report feel more personalized and professional, you can incorporate the client’s logo, color scheme, and other branding elements. Although a small effort white labeling your marketing agency reports can improve the client’s experience.\u003C/p>\u003Ch3>Adjust the level of detail based on the audience\u003C/h3>\u003Cul>\u003Cli>\u003Cstrong>Executive summary for decision-makers\u003C/strong>: For clients at the executive level who may not have the time to dive into detailed analytics, provide a high-level executive summary. This should include key insights, top-performing metrics, and strategic recommendations, without overwhelming them with too much data.\u003C/li>\u003Cli>\u003Cstrong>Detailed analysis for marketing teams\u003C/strong>: For agency’s clients who are more hands-on with their marketing, such as a CMO or marketing team, provide a more detailed breakdown of the data. This might include granular metrics, campaign-specific performance, and in-depth analysis, allowing them to make informed decisions on future strategies.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_2_e3caaa0778.png\" alt=\"Executive summary - agency reporting\">\u003C/p>\u003Cp>Whatagraph allows you to easily offer both levels in one report. Dedicate one page or report tab for an executive summary, and offer more in-depth marketing data in other tabs.\u003C/p>\u003Ch3>Visualize data effectively\u003C/h3>\u003Cp>Using visual representations of data, such as bar charts, line graphs, and pie charts, make it easier for clients to grasp complex information quickly. Customize these visuals to highlight trends, comparisons, and key performance changes over time. Whatagraph allows you to pick any color coding from the palette for chart fields to draw attention to the most important insights and recommendations. Using the intuitive drag-and-drop report builder, you can easily rearrange the visual elements to create logical clusters that tell the visual story of the client’s data.\u003C/p>\u003Ch3>Include actionable insights and recommendations\u003C/h3>\u003Cp>To present data is one thing, but interpreting it shows that you are ready to take extra steps to make your marketing agency reports more useful and personalized. Explain in simple words what the numbers mean in the context of the client’s goals, and suggest actionable steps that the client can take to improve performance. For instance, if a report shows a drop in organic traffic, provide insights on potential causes and recommendations for SEO improvements.\u003C/p>\u003Cp>However, make sure to consider the client’s resources and capabilities when making recommendations. Provide solutions that are realistic and actionable given the client’s budget, team size, and other constraints. Alternatively, offer to make some changes yourself with clearly outlined expected results.\u003C/p>\u003Ch3>Provide a reporting cadence that meets the client’s needs\u003C/h3>\u003Cp>Some clients may require weekly updates, while others might prefer monthly reporting. Agree on frequency and establish a reporting schedule that aligns with the client’s expectations and allows for timely adjustments to strategies. Whatagraph’s automated reporting workflow allows you to set the cadence and put the whole agency reporting process on autopilot. And for clients who need more flexibility, Whatagraph has an option to share a live report that updates automatically via a live link. This way, your client has an on-demand dashboard they can access 24/7 without restrictions, which is especially important during campaign periods.\u003C/p>\u003Ch3>Listen to client feedback and improve\u003C/h3>\u003Cp>Check in with clients occasionally to ensure the report format and content continue to meet their needs. Client’s priorities may shift over time, so being open to feedback and making adjustments is key to maintaining relevance. If clients ask for certain data points or reporting styles, include their suggestions in the report. This customization shows that you value their input and are committed to delivering the most useful insights.\u003C/p>\u003Ch2>Common challenges in marketing agency reporting and how to overcome them\u003C/h2>\u003Cp>Even though reporting is one of the core agency processes, it has several specific challenges. Here are some of the agency reporting challenges you may be facing as well as how to overcome them.\u003C/p>\u003Ch3>Managing data overload\u003C/h3>\u003Cp>Marketing agencies have access to an overwhelming amount of information, from website analytics to social media insights. While this abundance of data can be a valuable resource, it can also lead to \"data overload,\" making it challenging to identify what’s truly important. Here’s how agencies can filter and prioritize key data points to ensure that reports are both insightful and actionable:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Align data with client goals\u003C/strong>: Identify the client’s primary business objectives, such as increasing sales, boosting brand awareness, or improving customer engagement. Focus on metrics that directly support these goals. For instance, if the goal is lead generation, prioritize metrics like conversion rates, cost per lead, and lead quality over vanity metrics like page views.\u003C/li>\u003Cli>\u003Cstrong>Use the 80/20 rule\u003C/strong>: Also known as the Pareto Principle, this rule says that 80% of results come from 20% of efforts. Apply this to data analysis by identifying the 20% of metrics that are most impactful on the client’s success. This will help you filter out less important data and concentrate on what drives the most value.\u003C/li>\u003Cli>\u003Cstrong>Segment your data\u003C/strong>: Break down large datasets into smaller, more manageable segments. For example, segment traffic data by source (organic, paid, social), or segment audience data by demographics. This allows for a more targeted analysis, making it easier to spot trends and actionable insights within specific areas of interest.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_3_bb549babe9.png\" alt=\"Segment your data - agency reporting\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use dashboards or automated reporting tools\u003C/strong>: Use \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">agency reporting tools\u003C/a> to create custom dashboards that automatically pull and display only the most relevant data points from scattered sources. Whatagraph is a marketing data monitoring and reporting platform that increases marketing teams' efficiency by saving hours on manual tasks. It enables you to consolidate data from all channels, organize it, and turn it into dashboards and reports. These reports can be tailored to each client, ensuring that the data presented is always aligned with their specific needs.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003Cbr>[author]\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Focus on trends and anomalies\u003C/strong>: Rather than getting lost in the sheer volume of data, focus on identifying trends (positive or negative) and anomalies that stand out from the norm. This approach helps pinpoint areas that need attention or optimization without the distraction of less significant data points.\u003C/li>\u003Cli>\u003Cstrong>Regularly reassess data relevance\u003C/strong>: As campaigns evolve, so do the key metrics that need to be tracked. Regularly reassess which data points are most relevant to the client’s current objectives, and adjust reporting accordingly. This ensures that reports remain focused and avoid unnecessary clutter.\u003C/li>\u003C/ul>\u003Ch3>Balancing transparency with client expectations\u003C/h3>\u003Cp>Transparency is a cornerstone of effective client-agency relationships, but reporting on less favorable metrics — such as a drop in traffic, lower conversion rates, or underperforming campaigns — can be challenging. Here’s how agencies can maintain transparency without damaging client trust:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Put data into context\u003C/strong>: When presenting unfavorable metrics, always provide context. Explain the possible reasons behind the drop, such as seasonality, market conditions, or recent changes in algorithms. Context helps clients understand that dips in performance are often part of a larger, more complex picture and not necessarily a sign of failure.\u003C/li>\u003Cli>\u003Cstrong>Highlight the bigger picture\u003C/strong>: Place less favorable metrics within the context of overall performance. For example, while a particular campaign may not have performed as expected, it might still have contributed positively to long-term goals like brand awareness or lead nurturing. Emphasizing the broader impact helps clients see the value in their investment, even when specific metrics are down.\u003C/li>\u003Cli>\u003Cstrong>Proactively offer solutions\u003C/strong>: Instead of simply reporting bad news, accompany it with actionable recommendations for improvement. For example, if organic traffic has decreased, suggest adjustments to the SEO strategy, such as targeting new keywords, updating content, or improving technical SEO elements. This proactive approach demonstrates your commitment to continuous improvement and reassures the client that you are actively working to address any issues.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"3\"]\u003Cbr>\u003Ci>Being proactive in suggesting optimizations and new strategies shows that the agency is committed to continuous improvement and delivering long-term value. We call that \"advisory value\" and we believe it is what separates us from other commoditized agencies.\u003C/i>\u003Cbr>[author]\u003Cstrong>Dylan Hey - CEO @ \u003C/strong>\u003Ca href=\"https://www.heydigital.co/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Hey Digital\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003Cbr> \u003C/p>\u003Cp>And Mr. Hey’s agency reporting tip is not a drop in the ocean. While preparing for a recent \u003Ca href=\"https://whatagraph.com/webinars/marketing-agencies-client-retention-top-tips-and-mistakes-to-avoid\">webinar on client retention\u003C/a>, we interviewed over 20 agency leaders and professionals and noticed that the role of an agency needs to definitely shift from a pay-as-you-go service provider to the one of a proactive advisor and strategic partner.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Use visuals to help them understand\u003C/strong>: When dealing with complex or negative data, use visuals like trend lines, comparison charts, or heatmaps to make the information more digestible. Visuals can help soften the impact of bad news by showing it within the context of broader trends or by highlighting areas of stability or growth.\u003C/li>\u003Cli>\u003Cstrong>Maintain a consistent reporting schedule\u003C/strong>: Regular reporting — whether weekly, monthly, or quarterly — helps build a narrative over time. By consistently sharing performance data, even when it’s not all positive, you build a foundation of trust. Clients are more likely to trust your analysis and recommendations when they see that you’re not just cherry-picking the best results.\u003C/li>\u003Cli>\u003Cstrong>Always be honest but look for a solution\u003C/strong>: Honesty is important, but how you present that honesty matters. Avoid downplaying issues or being overly pessimistic. Instead, acknowledge the problem clearly and immediately follow up with a constructive plan of action. This shows clients that while challenges exist, you are equipped and prepared to overcome them.\u003C/li>\u003C/ul>\u003Ch3>Keeping up with industry changes\u003C/h3>\u003Cp>The digital marketing landscape is constantly evolving, with changes in algorithms, new tools, and emerging best practices that can impact how agencies report on SEO, PPC, and social media. Staying current with these changes is essential for providing accurate and relevant reports. Here’s how agencies can keep up with industry trends:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Follow industry leaders and publications\u003C/strong>: Regularly read blogs, listen to podcasts, and attend webinars from industry leaders like Ahrefs, Semrush, HubSpot, and Google. These sources often provide the latest updates on SEO, PPC, and social media trends, including changes in algorithms, \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">best reporting solutions\u003C/a>, and best practices. Subscribe to newsletters from these sources to stay up to date with the latest developments.\u003C/li>\u003Cli>\u003Cstrong>Encourage continuous learning\u003C/strong>: Motivate your team to apply for certifications and training programs in areas like Google Analytics, Google Ads, and social media management tools. Platforms like Coursera, LinkedIn Learning, and Google’s Skillshop offer courses that can help your team stay up-to-date with the latest industry standards and reporting techniques.\u003C/li>\u003Cli>\u003Cstrong>Engage in industry communities\u003C/strong>: Join online communities and forums, such as Reddit’s r/SEO or specialized LinkedIn groups, where professionals share insights, challenges, and solutions related to digital marketing. Actively participating in these communities helps you stay informed about the latest trends and best practices, often before they become widely adopted.\u003C/li>\u003Cli>\u003Cstrong>Attend marketing conferences and webinars\u003C/strong>: Participate in industry events like SMX, MozCon, or Social Media Week, where experts discuss the latest trends and future directions in digital marketing. These events provide valuable insights into emerging trends and allow you to brush shoulders with other professionals, gaining knowledge that can directly inform your reporting practices.\u003C/li>\u003Cli>\u003Cstrong>Monitor algorithm changes and updates\u003C/strong>: Keep a close eye on major algorithm updates from Google, Facebook, and other platforms that can impact SEO rankings, PPC performance, and social media reach. Websites like Search Engine Journal and the official Google Search Central Blog often provide detailed analyses of these changes and how they might affect reporting metrics.\u003C/li>\u003Cli>\u003Cstrong>Use advanced reporting software\u003C/strong>: Invest in tools that evolve with the industry, like Whatagraph, which regularly updates its features and the choice of integrations to reflect current trends. Apart from allowing agencies to automate much of their reporting, Whatagraph makes organizing connected data easy without any coding skills. It also comes with multiple time-saving features such as bulk report editing and the ability to save any widget or report you create as a template for future use.\u003C/li>\u003C/ul>\u003Cp>On the other hand, agencies that use less flexible marketing dashboard tools such as Looker Studio (Google Data Studio) often run into limitations when they try to scale their reporting. If you still use Google’s reporting tool and feel that it’s getting harder and harder to make it work the way you want, don’t panic — maybe \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">you have simply outgrown Looker Studio\u003C/a> and are ready for a more capable all-in-one reporting platform.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Regularly review and update reporting practices\u003C/strong>: Schedule regular reviews of your reporting practices to ensure they align with current trends and technologies. For instance, as Google continues to prioritize Core Web Vitals, it may be necessary to integrate these metrics into your SEO reports. Similarly, with the rise of video content on social media, you may need to start tracking video engagement metrics more closely.\u003C/li>\u003C/ul>\u003Ch2>Wrapping up\u003C/h2>\u003Cp>Effective agency reporting is more than just presenting the state of numbers after a period. It’s about telling a compelling story that demonstrates the value of your work, builds client trust, and positions your agency as a strategic partner rather than just a service provider.\u003C/p>\u003Cp>By understanding the client’s business objectives, you can focus on reporting only the metrics that are really essential for the given period or campaign.\u003C/p>\u003Cp>Tailoring the reports to your client preferences, such as layering the level of detail for different audiences and adding personalized insights that explain data in context, shows that you’re ready to take extra steps to provide value through your reporting.\u003C/p>\u003Cp>Finally, whether you want to reduce data overload, offer engaging visual insights, or scale your reporting to more clients without compromising the quality of your reports, you need an agency reporting solution that can evolve with your needs.\u003C/p>\u003Cp>Our \u003Ca href=\"https://whatagraph.com/agency-dashboard\">Agency Dashboard\u003C/a> seems to be the perfect fit. Try it for free for 7 days and see how much time you can save for more creative tasks.\u003C/p>","2020-03-10T11:05:27.000Z","2025-04-05T13:28:13.170Z","",{"id":507,"name":508,"alternativeText":509,"caption":31,"width":427,"height":428,"formats":510,"hash":516,"ext":292,"mime":293,"size":517,"url":518,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":519,"updatedAt":520},12983,"agency_reporting_1.png","Agency Reporting – Best Practices and Tips",{"thumbnail":511},{"ext":292,"url":512,"hash":513,"mime":293,"name":514,"path":31,"size":515,"width":435,"height":436},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_agency_reporting_1_8ce18df463.png","thumbnail_agency_reporting_1_8ce18df463","thumbnail_agency_reporting_1.png",10.06,"agency_reporting_1_8ce18df463",269.76,"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_reporting_1_8ce18df463.png","2024-09-04T14:02:11.046Z","2024-09-04T14:21:10.019Z",{"id":460,"name":461,"about":462,"email":463,"createdAt":464,"updatedAt":465,"publishedAt":466,"slug":467,"linkedin_url":468},{"id":42,"title":455,"slug":456,"subheading":523,"createdAt":524,"updatedAt":525,"publishedAt":526},"Industry expert insights from successful marketing agencies","2024-05-23T16:29:03.188Z","2025-06-04T14:37:19.267Z","2024-05-23T16:29:05.695Z",{"id":528,"dateReorder":529,"title":530,"slug":531,"summary":532,"body":533,"read_time":62,"createdAt":534,"updatedAt":535,"publishedAt":536,"errors":31,"table_of_contents":32,"cover_image":537,"author":552,"article_category":553},2324,"2024-08-27","Top 9 Agency Metrics and KPIs to Track and Improve","agency-metrics-kpis","\u003Cp>Metrics are essential in optimizing marketing agency performance because they provide a clear understanding of how well strategies and campaigns are performing. They give senior executives the data they need to make informed decisions, help agencies reach specific goals, and demonstrate value to their clients.\u003C/p>\u003Cp>By regularly monitoring metrics, agencies can identify slow performance areas and use insights to make data-driven adjustments.\u003C/p>\u003Cp>Senior agency executives can leverage metrics to set clear objectives, identify marketing agency KPIs, optimize resource spending, and predict future market trends.\u003C/p>\u003Cp>This guide provides a comprehensive agency metrics checklist to help agency owners maximize the usefulness of the vast amounts of data they collect daily.\u003C/p>","\u003Ch2>Why are marketing agency metrics important?\u003C/h2>\u003Cp>Metrics play an important role in evaluating how well a marketing agency's strategies are performing. They provide measurable insights that allow agency leadership to understand the impact of their actions, make necessary adjustments, and optimize future campaigns.\u003C/p>\u003Cp>Here are five ways in which marketing agency KPIs contribute to these assessments:\u003C/p>\u003Ch3>1. Measure campaign performance\u003C/h3>\u003Cp>Metrics like conversion rate, ROAS, and click-through rate (CTR) help agencies evaluate the success of individual campaigns. For example, a high conversion rate shows that the marketing message resonates with the target audience and effectively drives desired actions, such as purchases or sign-ups. On the other hand, a low ROAS might be a signal that a campaign is not driving sufficient revenue to justify its cost.\u003C/p>\u003Ch3>2. Evaluate customer engagement\u003C/h3>\u003Cp>Agency performance metrics related to customer engagement, such as engagement rate, net promoter score (NPS), and customer lifetime value (CLTV), allow agencies to measure client satisfaction and loyalty. For example, a high NPS suggests that clients are happy with the service and likely to recommend the agency, while a low NPS may indicate issues that need addressing to prevent churn. CLTV, on the other hand, helps agencies understand the long-term value of each client and take steps to maximize customer retention and profitability.\u003C/p>\u003Ch3>3. Optimize marketing channels\u003C/h3>\u003Cp>By tracking channel-specific metrics like cost-pre-acquisition (CPA) and ROI of each channel, agencies can discover which marketing channels (e.g., social media, PPC, SEO) are most effective. This allows you to make more informed decisions about where to allocate resources. For example, if PPC ads have a lower CPA and higher ROI than social media campaigns, you may consider shifting more of your budget towards PPC.\u003C/p>\u003Ch3>4. Identify areas for improvement\u003C/h3>\u003Cp>Marketing agency KPIs such as bounce rate, churn rate, and time on page help agencies identify bottlenecks in the user journey. A high bounce rate might suggest that the landing page content is not interesting or relevant, while a low time on page could indicate that visitors can’t find the information they need. Addressing these issues can considerably improve the effectiveness of your marketing strategies.\u003C/p>\u003Ch3>5. Track financial health\u003C/h3>\u003Cp>Financial metrics like gross margin, operating profit margin, and revenue growth rate help agencies assess the overall health of their marketing strategies from the profitability perspective. For example, gross margin indicates the efficiency of service delivery, while operating profit margin reflects the agency's ability to manage its costs in relation to its revenue. Monitoring these marketing agency KPIs ensures that the agency remains financially viable as it executes marketing strategies for its clients.\u003C/p>\u003Ch2>Top 9 marketing agency KPIs you should track\u003C/h2>\u003Cp>Let’s now round up the essential marketing agency metrics that should always be in your rearview.\u003C/p>\u003Cp>\u003Cstrong>Client acquisition metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Cost per acquisition (CPA)\u003C/li>\u003Cli>Customer lifetime value (CLTV) (also CLV)\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Client retention metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Net promoter score (NPS)\u003C/li>\u003Cli>Churn rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Campaign performance metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Return on ad spend (ROAS)\u003C/li>\u003Cli>Conversion rate\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Financial metrics\u003C/strong>\u003C/p>\u003Cul>\u003Cli>Gross margin\u003C/li>\u003Cli>Operating profit margin\u003C/li>\u003Cli>Utilization rate\u003C/li>\u003C/ul>\u003Ch3>1. Cost per acquisition (CPA)\u003C/h3>\u003Cp>CPA is a metric that represents the total cost of acquiring a customer or lead through a specific marketing campaign. It is calculated by dividing the total campaign costs by the number of conversions (acquisitions) that resulted from that campaign.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPA_50d8d17fb1.png\" alt=\"Cost per acquisition \">\u003C/p>\u003Cp>This is a critical marketing agency metric for several reasons:\u003C/p>\u003Cp>\u003Cstrong>Performance measurement\u003C/strong>: CPA is a clear indicator of how cost-effective a marketing campaign is in converting potential leads into paying customers. A lower CPA might be a sign that the campaign is efficiently converting leads, while a higher CPA may suggest that the campaign is either too costly or not effectively targeted.\u003C/p>\u003Cp>\u003Cstrong>Budget allocation\u003C/strong>: By understanding the CPA for different campaigns or channels, agencies can distribute their funds more effectively. For example, you can scale up campaigns with a lower CPA and re-evaluate or pause those with a higher CPA.\u003C/p>\u003Cp>\u003Cstrong>Pricing strategy\u003C/strong>: CPA helps agencies determine the profitability of their marketing efforts. By identifying the average CPA, you can set appropriate pricing for your services, ensuring you cover your costs while delivering value to clients.\u003C/p>\u003Cp>\u003Cstrong>Client reporting\u003C/strong>: Agencies can use CPA to demonstrate the value of their services to clients. By showing how efficiently they can acquire customers, agencies build trust and justify their strategies and costs. \u003Cstrong> \u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>ROI calculation\u003C/strong>: CPA is directly tied to ROI (Return on Investment). A campaign with a lower CPA generally yields a higher ROI — the ultimate goal for both agencies and their clients.\u003C/p>\u003Cp>\u003Cstrong>How can marketing agencies can optimize CPA for better ROI?\u003C/strong>\u003C/p>\u003Cp>Optimizing CPA is essential for maximizing ROI. Here are some strategies that marketing agencies can use:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Adjust targeting strategies\u003C/strong>: By narrowing down the audience to those most likely to convert, agencies can reduce wasting ad spend on uninterested users, effectively lowering CPA. This could involve targeting by demographics, behaviors, interests, or even specific geolocations. Use precise targeting options in digital advertising platforms to reach the most relevant audience.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CPC_82c54b831b.png\" alt=\"CPC by channel - Agency metrics\">\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>A/B testing campaign elements\u003C/strong>:\u003Cstrong> \u003C/strong>A/B testing helps identify which campaign variations perform best. By implementing the most effective versions, you can increase conversion rates, which leads to reduced CPA. Continuously test different campaign elements, such as ad copy, images, calls-to-action (CTAs), and landing pages.\u003C/li>\u003Cli>\u003Cstrong>Improving landing page UI\u003C/strong>: A well-optimized landing page that is directly aligned with the ad’s message can significantly boost conversion rates. This can reduce the number of visitors needed to achieve the same number of conversions, lowering CPA. Optimize landing pages to ensure they are relevant, user-friendly, and load fast.\u003C/li>\u003Cli>\u003Cstrong>Launch retargeting campaigns\u003C/strong>:\u003Cstrong> \u003C/strong>Retargeting can often lead to higher conversion rates because it focuses on an already warm audience. These campaigns generally have a lower CPA compared to acquiring entirely new leads. Implement retargeting strategies to re-engage users who have shown interest but did not convert.\u003C/li>\u003Cli>\u003Cstrong>Ad spend optimization\u003C/strong>:\u003Cstrong> \u003C/strong>Analyzing this advertising agency metric across different channels allows you to shift budgets towards those that regularly deliver lower CPAs, thereby optimizing overall campaign efficiency. Allocate more budget to high-performing channels and reduce spend on underperforming ones.\u003C/li>\u003Cli>\u003Cstrong>Consider automated bidding\u003C/strong>: Automated bidding relies on machine learning to adjust bids in real time. The goal here is to get the most conversions at the lowest cost and help agencies achieve a more favorable CPA. Use automated bidding strategies offered by platforms like Google Ads to optimize bids for conversions.\u003C/li>\u003Cli>\u003Cstrong>Focusing on high-intent keywords\u003C/strong>: When you target high-intent keywords such as terms with “best”, “top”, “pricing”, or “comparison”, you tend to attract more qualified leads who are ready to convert, which leads to lower CPA.\u003C/li>\u003Cli>\u003Cstrong>Analyzing competitor strategies\u003C/strong>: You should also monitor and analyze competitor campaigns to understand what’s working for them. By identifying successful strategies used by competitors, your agency can adapt and apply similar tactics to your own campaigns, potentially lowering your CPA.\u003C/li>\u003C/ul>\u003Ch3>2. Customer lifetime value (CLTV)\u003C/h3>\u003Cp>CLTV represents the total revenue a business can expect from a customer over the entire duration of their relationship. For marketing agencies, understanding CLTV is important because it provides insights into the long-term value of their clients, allowing them to develop strategies that maximize profitability and client retention.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/CLTV_9c9ef86742.png\" alt=\"Customer lifetime value\">\u003C/p>\u003Cp>Client value is calculated by multiplying the average purchase value and the average number of purchases.\u003C/p>\u003Cp>Customer lifetime value is an essential marketing agency metric because it helps you:\u003C/p>\u003Cp>\u003Cstrong>Make\u003C/strong> \u003Cstrong>informed decisions on client acquisition\u003C/strong>: When you know the CLTV of different clients, you can decide how much to spend on acquiring new clients. For example, if you know that the CLTV of a particular client segment is high, you can justify the higher CPA for acquiring those clients, as the long-term returns will probably outweigh the initial costs.\u003C/p>\u003Cp>\u003Cstrong>Optimize client retention strategies\u003C/strong>: CLTV is a metric closely related to nurturing client relationships. By understanding a client's long-term value, you can focus on strategies that improve client satisfaction and loyalty, which in turn increases CLTV. This is especially important when we know that retaining a client usually costs less than acquiring a new one. For example, you can develop tailored retention programs for high-CLTV clients. These can include personalized communication and special offers that increase the chances they'll \u003Ca href=\"https://www.gatekeeperhq.com/blog/contract-renewals\" target=\"_blank\" rel=\"noopener noreferrer\">renew contracts\u003C/a> or purchase additional services.\u003C/p>\u003Cp>[quote color-variant=\"1\"]\u003Cbr>Invest time in understanding their unique needs, setting clear expectations, and providing tailored solutions that prioritize long-term growth. Consistently communicate, educate, and demonstrate - your value is in what you do, not what you say.\u003Cbr>[author]\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @ \u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Megaphone\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cp>\u003Cstrong>Predict your revenue\u003C/strong>: Knowing CLTV can help you forecast future revenue more accurately, which is essential for your agency’s financial planning and growth strategies. A higher average CLTV promises a stable revenue stream, which supports long-term financial health and allows for better resource allocation. For example, if you know the average CLTV of your clients, you can predict future cash flows and make informed decisions about investing in new services, hiring staff, or expanding your operations.\u003C/p>\u003Cp>\u003Cstrong>Identifying opportunities for upselling\u003C/strong>: CLTV also helps agencies identify clients with the potential for upselling or cross-selling additional services. For example, if you identify a long-term client that uses only basic services, your sales team can pitch additional services to meet their evolving needs, such as advanced analytics or a new campaign management tool.\u003C/p>\u003Cp>\u003Cstrong>How can marketing agencies increase CLTV?\u003C/strong>\u003C/p>\u003Cp>Increasing CLTV requires a strategic approach that involves improving client relationships, delivering consistent value, and encouraging long-term engagement. Here are some effective strategies:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Act on client feedback\u003C/strong>: Regularly ask for client feedback and make improvements based on their input. Direct feedback or surveys can help you better understand client satisfaction levels and address their concerns before they escalate. For example, post-project surveys, which measure client satisfaction and make adjustments based on their feedback, show clients that their opinions are valued, which leads to a higher retention rate. Find more ways to improve client satisfaction in our guide on \u003Ca href=\"https://whatagraph.com/blog/articles/exceeding-client-expectations\">how to exceed client expectations as a marketing agency\u003C/a>.\u003C/li>\u003Cli>\u003Cstrong>Deliver exceptional client service\u003C/strong>: Start by providing excellent customer support and establish proactive communication to make sure clients are valued and heard. Regular check-ins, personalized service, and timely resolution of issues build trust and loyalty, which significantly improve client satisfaction and retention. As an extra step, you can assign a dedicated account manager for high-value clients. This way, they can receive personalized attention and swift responses to their needs, increasing their likelihood of renewing contracts.\u003C/li>\u003Cli>\u003Cstrong>Offer customized solutions\u003C/strong>: You should tailor services and marketing strategies to meet each client's specific needs. This should be the rule for all your clients, as each business has unique challenges and goals. This customization not only helps in achieving better results but also strengthens the client’s dependency on the agency. For example, if a client is struggling with social media engagement, you could develop a targeted social media strategy that addresses their specific audience, increasing their satisfaction and encouraging a long-term partnership.\u003C/li>\u003C/ul>\u003Cp>However, to be able to offer customized experiences to your clients often requires you as an agency to upgrade to more flexible solutions as well. \u003C/p>\u003Cp>For example, as your client grows and asks you to track more and more marketing channels, the existing performance reporting solution might be too slow and inefficient to provide them with the kind of insights they need. \u003C/p>\u003Cp>This is often the case for agencies using free reporting tools like Looker Studio. As they scale to meet their clients’ evolving needs, at one point, they might feel as if \u003Ca href=\"https://whatagraph.com/blog/articles/how-to-know-you-have-outgrown-looker-studio\">they have outgrown Looker Studio\u003C/a> and start looking for more customizable solutions. \u003C/p>\u003Ch3>3. Net promoter score (NPS)\u003C/h3>\u003Cp>Net promoter score is one of the widely used creative agency KPIs that measure the chance of clients recommending a company’s products or services to others. It is a key indicator of client satisfaction and loyalty that tells you how clients perceive the agency and their overall experience.\u003C/p>\u003Cp>How does NPS work?\u003C/p>\u003Cp>NPS is typically measured by asking clients a single question: \u003Ci>“On a scale of 0 to 10, how likely are you to recommend our services to a friend or colleague?”\u003C/i>\u003C/p>\u003Cp>\u003Cstrong>Scoring\u003C/strong>:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Promoters (9-10)\u003C/strong>: Clients who are highly satisfied and loyal, likely to recommend the agency.\u003C/li>\u003Cli>\u003Cstrong>Passives (7-8)\u003C/strong>: Clients who are satisfied but not enthusiastic enough to actively promote the agency.\u003C/li>\u003Cli>\u003Cstrong>Detractors (0-6)\u003C/strong>: Clients who are dissatisfied and may harm the agency’s reputation through negative word-of-mouth.\u003C/li>\u003C/ul>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/NPS_78c0bc1557.png\" alt=\"Net promoter score - Agency metrics\">\u003C/p>\u003Cp>The score ranges from -100 to +100, with higher scores indicating better client satisfaction and loyalty.\u003C/p>\u003Cp>NPS is a significant metric for marketing agencies for a number of reasons. It provides insight into:\u003C/p>\u003Cp>\u003Cstrong>Client satisfaction\u003C/strong>: NPS provides a straightforward way to measure overall client satisfaction. A high NPS shows that clients are pleased with the agency’s services and are likely to remain loyal.\u003C/p>\u003Cp>\u003Cstrong>Growth predictions\u003C/strong>: Agencies with high NPS scores are more likely to experience growth through client referrals and positive word-of-mouth. On the other hand, a low NPS can signal potential issues that may lead to client churn.\u003C/p>\u003Cp>\u003Cstrong>Benchmarking your performance\u003C/strong>: NPS allows agencies to benchmark their performance against competitors or industry standards, providing context for their client satisfaction levels.\u003C/p>\u003Cp>\u003Cstrong>What are the best practices for improving NPS in an agency?\u003C/strong>\u003C/p>\u003Cp>Improving NPS includes increasing client satisfaction and loyalty by addressing the factors that affect their perception of the agency. Here are some best practices:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Deliver consistent service\u003C/strong>:\u003Cstrong> \u003C/strong>When clients know they can count on the agency to deliver high-quality results every time, their satisfaction and loyalty increase, which leads to higher NPS scores. You can ensure that the quality of your agency service is consistent across all client interactions by standardizing your processes and maintaining regular communication to ensure that clients receive the same level of service regardless of the project or team member involved.\u003C/li>\u003C/ul>\u003Cp>[quote color-variant=\"2\"]\u003Cbr>Physically meet with any new marketing person immediately. A new hire is the biggest risk of losing a client. Not because an agency is doing a bad job but frequently one of the only levers a digital marketing manager can pull is to change agency. Building a level of rapport as fast as possible helps client to know what the agency people are like and the agency can understand the new hire's thought process.\u003Cbr>[author]\u003Cstrong>John Ring - Managing Director @ \u003C/strong>\u003Ca href=\"https://www.tinderpoint.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Tinderpoint\u003C/strong>\u003C/a>[/author]\u003Cbr>[/quote]\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve communication and transparency\u003C/strong>: Clients appreciate transparency and updates. Keeping them informed helps manage expectations and build trust, which is essential for improving NPS. Consider providing monthly performance reports and holding regular strategy sessions with clients to ensure they are always in the loop.\u003C/li>\u003Cli>\u003Cstrong>Launch a client success program\u003C/strong>: A client success program proactively supports clients in reaching their objectives and ensures they get maximum value from your agency’s services. This can significantly increase client satisfaction and their likelihood to recommend the agency. Start by assigning a client success manager to each client, who regularly checks in on their progress and offers strategic advice.\u003C/li>\u003Cli>\u003Cstrong>Quickly address and resolve issues\u003C/strong>: The speed and dedication with which you resolve issues can turn a negative experience into a positive one, potentially converting detractors into promoters. A quick response shows clients that the agency cares about their satisfaction. One strategy is to establish a rapid response team to handle client issues and provide solutions within a short time frame.\u003C/li>\u003C/ul>\u003Ch3>4. Churn rate\u003C/h3>\u003Cp>The churn rate is the percentage of clients who stop using a service over a specific period. For a marketing agency, a high churn rate is a sign that a significant number of clients are not satisfied or finding better alternatives elsewhere. It is essential that you monitor the churn rate regularly, as it directly impacts your revenue and growth potential.\u003C/p>\u003Cp>This customer satisfaction metric is closely related to customer lifetime value and customer acquisition cost (CAC). By comparing CLTV against churn rates, your agency can estimate if you are maximizing the potential value from your clients. On the other hand, if both CAC and churn rates are high, your agency might be spending more on acquiring clients than they are worth over time. This is a signal to improve retention efforts.\u003C/p>\u003Cp>Monthly/annual recurring revenue (MRR/ARR) are key financial health metrics that you should also track in relation to churn to understand the financial impact of losing your clients.\u003C/p>\u003Cp>\u003Cstrong>How to analyze churn rate?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Cohort analysis\u003C/strong> — In this technique, you group clients based on shared characteristics, such as start date, and track their behavior over time. By analyzing these groups, you can identify trends in client retention and predict when and why clients are most likely to churn.\u003C/li>\u003Cli>\u003Cstrong>Customer feedback\u003C/strong> — Collecting qualitative data through surveys allows you to understand the specific reasons behind client churn in your agency. Feedback can point out areas where your services may fall short of client expectations.\u003C/li>\u003Cli>\u003Cstrong>Churn prediction models\u003C/strong> — Predictive analytics and machine learning can help you develop models that forecast which clients are at risk of churning. These models analyze patterns in client behavior and engagement to identify early warning signs.\u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>What strategies can marketing agencies use to reduce churn rate?\u003C/strong>\u003C/p>\u003Cp>By analyzing churn rate and implementing these targeted strategies, marketing agencies can significantly improve client retention and build more stable and lasting relationships.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve client onboarding\u003C/strong>: During onboarding, you should define goals, deliverables, and timelines. This helps avoid misunderstanding and ensures that clients know what to expect. You should tailor the onboarding process to each client so that you can make them feel valued and understood, again reducing the chances of early churn.\u003C/li>\u003Cli>\u003Cstrong>Consistent communication and reporting\u003C/strong>: Regular communication is a factor that repeats over and over. Regular reports about the progress of their campaigns can help clients see the value of your agency’s work. However, consistent reporting doesn’t mean you have to spend hours each week to get all the reports ready in time. If you choose \u003Ca href=\"https://whatagraph.com/blog/articles/client-reporting-tools\">the best reporting solution for your agency\u003C/a>, you can automate most of the reporting tasks and use time on higher-value tasks. \u003C/li>\u003Cli>\u003Cstrong>Offer value-added services\u003C/strong>: Introducing clients to additional services that complement their existing package can increase the relationship and their investment in the agency. When you provide customized strategies that meet each client’s specific goals, you make your agency’s services more indispensable, reducing the risk of churn.\u003C/li>\u003Cli>\u003Cstrong>Identify and address high-risk clients early\u003C/strong>: By monitoring client behavior, you can set up a system that flags clients who show signs of dissatisfaction or low engagement. This allows you to react early. For example, you can reach out to high-risk clients with special offers, additional support, or a review of their accounts to address any issues before they lead to churn.\u003C/li>\u003C/ul>\u003Ch3>5. Return on ad spend (ROAS)\u003C/h3>\u003Cp>ROAS is a key metric used by digital marketing agencies to evaluate the effectiveness of their advertising campaigns. It measures the revenue generated for every dollar spent on advertising. A higher ROAS is a sign of a more successful campaign, as it shows that the agency is generating more considerable revenue in relation to its ad spend.\u003C/p>\u003Cp>This advertising agency metric is essential for determining whether your advertising efforts are yielding a positive return if you need to adjust something to optimize performance. However, unlike CTR or CPC, which focus on user engagement, ROAS is directly tied to the project profitability, which makes it a more comprehensive KPI.\u003C/p>\u003Cp>\u003Cstrong>How to calculate ROAS\u003C/strong>:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/ROAS_19ffb0fd6c.png\" alt=\"Return on ad spend\">\u003C/p>\u003Cp>How can ROAS help you optimize your campaign?\u003C/p>\u003Cp>\u003Cstrong>Budget allocation\u003C/strong>: This agency performance metric helps your agency determine how to distribute its budget. Campaigns with higher ROAS should receive more investment, while those with lower ROAS may need adjustments or simply reduction in spend.\u003C/p>\u003Cp>\u003Cstrong>Performance benchmarking\u003C/strong>: You can use ROAS to compare the effectiveness of different campaigns, channels, or strategies to identify high-performing models and replicate their success in other projects.\u003C/p>\u003Cp>\u003Cstrong>Client reporting\u003C/strong>: ROAS is a straightforward metric you can present to clients, as it directly links ad spend and revenue. Clients can easily see the financial return on their investment, which builds trust and transparency in the agency-client relationship. The easiest way to streamline presenting key performance metrics to clients is to use our \u003Ca href=\"https://whatagraph.com/client-dashboard-software\">client dashboard software\u003C/a>. You can use it to compare ROAS across different ad platforms and identify which channel brings the most leads and which needs to be optimized.\u003C/p>\u003Cp>\u003Cstrong>How can agencies analyze and improve ROAS?\u003C/strong>\u003C/p>\u003Cp>By analyzing and optimizing ROAS, marketing teams can ultimately drive greater profitability for both the agency and its clients.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Track conversion and attribution\u003C/strong>: Make sure conversion tracking is set up accurately across all ad platforms. Use tools like Google Analytics 4, Facebook Pixel, or native platform tracking codes to monitor your ad performance. Multi-touch attribution models can help you understand the customer journey. This can help you accurately attribute revenue to the correct ad or campaign instead of giving all credit to the last touchpoint.\u003C/li>\u003Cli>\u003Cstrong>Improve ad relevance\u003C/strong>: Segment your audience based on demographics, interests, and behavior. Tailored messaging to specific segments can increase engagement and conversion rates, eventually improving ROAS. Develop ad creatives that are in line with each audience segment to boost ad performance and higher revenue.\u003C/li>\u003Cli>\u003Cstrong>Analyze based on data\u003C/strong>: Monitor ROAS across campaigns and make data driven decisions to adjust strategies. Identify low-performing ads or channels and optimize or redirect resources based on your findings. Compare ROAS across search engines, social, display ads, etc. to spot the most profitable platforms and direct your efforts there. For example, if you see that a campaign is performing well in a specific demographic or region, expand the targeting to similar groups or localities to replicate success.\u003C/li>\u003C/ul>\u003Ch3>6. Conversion rate\u003C/h3>\u003Cp>Conversion rate for marketing agencies is a key performance indicator that reflects the percentage of users that take a desired action on the website, such as make a purchase, sign up for a newsletter, after interacting with an ad or landing page. It is a clear indicator of how well your campaign is performing. A higher conversion rate usually means that the campaign is resonating with the target audience and driving meaningful results.\u003C/p>\u003Cp>\u003Cstrong>Why is conversion rate important for agencies?\u003C/strong>\u003C/p>\u003Cp>\u003Cstrong>Optimizing ROI\u003C/strong>: Conversion rate is directly tied to return of investment (ROI). Even if a campaign has a high CTR, it’s only successful if those clicks convert into actions that are in line with the campaign goals. By focusing on conversion rates, you can ensure that your ad spend is generating positive outcomes and a better ROI.\u003C/p>\u003Cp>\u003Cstrong>Assessing audience behavior\u003C/strong>: Conversion rates can tell you how well an ad or landing page meets the interests of the audience. If users are clicking on ads but don’t convert, it might be a sign that the ad and landing page messaging is mismatched or that the proposition is not compelling enough. Tracking this can help your agency fine-tune its messaging and offer to better meet user intent. Analyzing conversion rates at different stages of the customer journey can help you identify where users drop off. This allows you to zoom down to specific areas that need improvement — ad copy, landing page design, or checkout process.\u003C/p>\u003Cp>\u003Cstrong>What techniques can agencies use to improve conversion rates?\u003C/strong>\u003C/p>\u003Cp>Employing these conversion rate boosting techniques, agencies can maximize their own ROI:\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Optimize landing pages\u003C/strong>: It goes without saying that the landing page content should align closely with the ad copy. Consistency in messaging reinforces user intent and motivates them to take the desired action. You should also look to simplify the user experience by removing any unnecessary elements that might distract or confuse users. A clean intuitive design with clear calls-to-action (CTAs) will help guide users towards conversion.\u003C/li>\u003C/ul>\u003Cp>Your CTAs should be persuasive and impactful. Use actionable phrases that clearly communicate what the user will gain by clicking the button, such as “Book a Demo” instead of “See Whatagraph in Action”.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve page loading speed\u003C/strong>: Pages that load slowly can significantly reduce conversion rates, as users are more likely to abandon the site. Optimize images, use efficient coding practices, and content delivery networks to ensure fast loading times. Also, make sure the landing pages are optimized for mobile devices. As more and more users access content on their phones. A mobile-friendly experience is essential for keeping conversion rates high.\u003C/li>\u003Cli>\u003Cstrong>Use social proof and trust signals\u003C/strong>: Display customer testimonials, reviews, or case studies on landing pages to build trust and credibility. When they see that others have had positive experiences, potential clients will be more likely to take action. If you are optimizing an e-commerce site or a page where users enter personal information, include security badges like SSL certification and payment protection badges to reassure users their data is safe.\u003C/li>\u003Cli>\u003Cstrong>Streamline registration and checkout flows\u003C/strong>: Only ask for essential information in registration forms. Complex forms can demotivate users from completing them. Make your forms as simple as possible for a higher subscription rate. In case of e-commerce sites, offer a guest checkout option to reduce complexity for first-time buyers.\u003C/li>\u003C/ul>\u003Ch3>7. Gross margin\u003C/h3>\u003Cp>Gross margin is the difference between a company’s revenue and the cost of goods sold (COGS). For a marketing agency, COGS includes direct costs such as employee salaries, subcontractor fees, software, and any other expense tied directly to delivering client services.\u003C/p>\u003Cp>How to calculate gross margin:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/GROSS_MARGIN_ffd2b70cf1.png\" alt=\"Gross margin\">\u003C/p>\u003Cp>Gross margin is an important indicator of your agency’s profitability because it shows how efficiently you manage your direct costs in relation to the revenue generated. A higher gross margin shows that the agency retains more revenue after converting the cost of delivered service, which can be used to cover overhead expenses, invest in growth, and generate profit.\u003C/p>\u003Cp>You can use this metric to assess how well your agency manages its resources but also to inform your pricing strategy. If the gross margin is low, you may need to reassess your pricing model — either by increasing prices or reducing costs to ensure long-term profitability.\u003C/p>\u003Cp>Regularly monitoring gross margin helps agencies understand their financial health. It gives you insight into how much revenue is available to cover other operating costs and contribute to net profit.\u003C/p>\u003Ch3>8. Operating profit margin\u003C/h3>\u003Cp>Operating profit margin is a financial metric that measures the percentage of revenue that remains after all operating expenses are taken from gross profit. These operating expenses include costs like salaries, rent, utilities, marketing and administrative costs, but don’t include interest and taxes.\u003C/p>\u003Cp>How to calculate the operating profit margin?\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_metrics_6_2f8e53e2f5.png\" alt=\"Operating profit margin - Agency metrics\">\u003C/p>\u003Cp>This marketing agency KPI provides a clear idea of how efficiently a marketing agency manages its overall operations. It presents the agency’s ability to convert revenue into profit after accounting for the essential costs of running the business.\u003C/p>\u003Cp>A strong operating profit margin provides the financial stability that is necessary for reinvesting into the agency’s growth, such as expanding services, hiring talent, or exploring new markets.\u003C/p>\u003Cp>\u003Cstrong>What are the tactics to increase gross and operating profit margin?\u003C/strong>\u003C/p>\u003Cp>By taking steps to increase gross margin, you can improve your agency’s profitability, ensure long-term sustainability, and create more value for both your clients and their business.\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Optimize workforce efficiency\u003C/strong>: Use project management tools to improve task management, time tracking, and resource allocation. This way, you can ensure that projects are completed more efficiently. Regular employee training can improve their skills, which leads to higher quality work and faster completion. Consider outsourcing non-core tasks to specialized agencies or contractors. Sometimes, this is more cost-effective than hiring full-time people for certain roles.\u003C/li>\u003Cli>\u003Cstrong>Reduce direct costs\u003C/strong>: Negotiate with vendors for better rates for your essential tools and software. Discounts or bulk pricing can reduce COGS and improve your gross margin. You should also invest in automation tools that eliminate the need for manual work. For example, using an automated reporting tool can reduce time spent on creating client reports, allowing your account managers to focus on higher-value activities. If you want to upgrade your agency’s reporting tool but are not sure what to look for, check out our list of \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-reporting-software\">9 Best Marketing Reporting Software and Tools\u003C/a>. \u003C/li>\u003Cli>\u003Ca href=\"https://paro.ai/blog/reevaluate-your-pricing-strategy/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Improve pricing strategies\u003C/strong>\u003C/a>: Consider moving from cost-plus pricing (where a fixed markup is added to costs) to value-based pricing, where prices are set based on the delivered value to the client. This allows you to charge premium rates for high-value services and increase gross margin. You should also offer tiered service packages that meet the needs of different clients and budgets. This way, you can capture more revenue from clients who are willing to pay for higher-value services.\u003C/li>\u003Cli>\u003Cstrong>Specialize in high-margin services\u003C/strong>: When you focus on niche markets or types of service, you have an opportunity to charge premium rates, as clients are often willing to pay more for expertise. Develop unique tools of processes that deliver superior results or efficiency to justify higher pricing. These specialized offerings can differentiate the agency in the market and increase gross margins. \u003Cstrong> \u003C/strong>\u003C/li>\u003C/ul>\u003Ch3>9. Utilization rate\u003C/h3>\u003Cp>Utilization rate is one of the essential agency metrics which tells you how much of your employee’s available time is spent on billable work. If this rate is too high, you may need to add more resources, while the low rate means you’re not bringing in enough work. \u003C/p>\u003Cp>For marketing agencies, as for any service business, time is the limiting factor. No matter how effective your business model is, you have 24 hours in a day. Take from this sick leaves, vacation time, and public holidays, and most agencies get between 1600 and 1800 working hours each year. \u003C/p>\u003Cp>However, not all of these hours are billable. You also need to account for training, team building time, pro bono work, business development and all other activities that make up so-called non-billable hours. \u003C/p>\u003Cp>Utilization rate is a measure of how much of this available time is used for productive work and is calculated as:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_metrics_7_4147738396.png\" alt=\"Utilization rate - Agency metrics\">\u003C/p>\u003Cp>While being a simple metric, the utilization rate gives you plenty of insight into your agency’s profitability and productivity. Let’s list a few:\u003C/p>\u003Cul>\u003Cli>A consistently high utilization rate means your resources are overworked. \u003C/li>\u003Cli>A large gap between utilization and realization rates means your employees are spending much time on non-billable tasks.\u003C/li>\u003Cli>Tracking utilization for each skill and employee role can help you plan hiring.\u003C/li>\u003Cli>Tracking utilization rate by skill shows whether you are in demand for certain roles.\u003C/li>\u003Cli>A utilization rate above 100% implies poor planning and a lot of work out of scope.\u003C/li>\u003C/ul>\u003Cp>Read more about \u003Ca href=\"https://www.workamajig.com/blog/utilization-rate\" target=\"_blank\" rel=\"noopener noreferrer\">how utilization rate affects your profitability\u003C/a> and how to increase this metric in your agency in a separate article. \u003C/p>\u003Ch2>Tools and software for tracking marketing agency metrics\u003C/h2>\u003Ch3>Google Analytics 4\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/ga4\">Google Analytics 4\u003C/a> can help agencies track where new clients are coming from, which channels are most effective (organic search, paid ads, social media), and which marketing campaigns drive the most conversions. It can provide detailed reports on user behavior, conversion paths, and multi-channel funnels that show how users move through the acquisition process.\u003C/p>\u003Cp>You can use it to track user behavior over time, helping agencies monitor returning visitors, engagement rates, and the effectiveness of content. It also allows you to segment users based on behavior, which is essential for a better understanding of retention trends.\u003C/p>\u003Cp>Google Analytics 4 can also help your agency track various campaign performance metrics, such as CTR, conversion rates, bounce rates, and digital campaign ROI. It can give you a clear picture of how campaigns are performing across different channels and audience segments.\u003C/p>\u003Cp>Tracking financial metrics is possible with Google Analytics 4 as well, indirectly through e-commerce tracking and goal conversions. This gives you insights into revenue generated by specific campaigns, average order value, and ROI.\u003C/p>\u003Ch3>HubSpot\u003C/h3>\u003Cp>\u003Ca href=\"https://whatagraph.com/integrations/hubspot\">HubSpot\u003C/a> offers comprehensive CRM and marketing tools that help you track client acquisition from lead generation to conversion. You can use it to monitor the entire customer journey, including the source of leads, content interactions, and conversion rates. HubSpot's integrated CRM system automatically tracks and logs all interactions with potential clients, which reduces manual efforts needed to collect and organize data.\u003C/p>\u003Cp>Detailed insights into client interaction are available through email open rates, content engagement, and repeat purchases. Through HubSpot’s customer lifecycle stages, your agency can monitor how clients progress and where retention actions are most needed.\u003C/p>\u003Cp>HubSpot has tools for tracking the performance of email marketing campaigns, social media efforts, and lead nurturing campaigns. You can track open rates, click rates, and conversion rates to assess the overall impact of your agency’s marketing efforts.\u003C/p>\u003Cp>Thanks to integrations with accounting and invoicing tools, HubSpot allows you to automate the tracking of financial metrics, reduce manual entry, and help update financial records tied to marketing activities.\u003C/p>\u003Ch3>Whatagraph\u003C/h3>\u003Cp>Whatagraph simplifies the process of reporting on user acquisition and campaign performance metrics by consolidating data from various scattered sources like Google Analytics 4, HubSpot, or PPC platforms into visually appealing reports for clients.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Cost_47ccd6d003.png\" alt=\"Cost.png\">\u003C/p>\u003Cp>Its automated reporting feature allows agencies to schedule regular reports with acquisition metrics from different platforms, saving time on manual data collection and report building. Using ready-made report templates, agencies can effortlessly aggregate campaign performance data from multiple platforms into clear, user-friendly reports and track metrics such as ad performance, social media engagement, and email campaign metrics.\u003C/p>\u003Ch2>Bottom line\u003C/h2>\u003Cp>By focusing on the right data points, agencies can not only track their performance but also uncover actionable insights that drive growth, improve client satisfaction, and increase profitability.\u003C/p>\u003Cp>The key is to prioritize the metrics that align with your agency's specific goals — whether it’s client acquisition, retention, campaign performance, or financial health. A clear understanding of these metrics, combined with regular review and timely adjustments, gives your agency an edge over the competition.\u003C/p>\u003Cp>Remember, it’s not about tracking everything — it’s about tracking marketing agency KPIs that matter most and doing it in a time-saving way.\u003C/p>\u003Cp>Try\u003Ca href=\"https://whatagraph.com/agency-dashboard\"> our agency dashboard\u003C/a>, which has everything you need to monitor the essential agency metrics — both the high-level KPI goals and specific acquisition, retention, or other agency performance metrics.\u003C/p>","2024-08-27T09:42:42.259Z","2025-07-15T09:20:34.488Z","2024-08-27T10:03:51.013Z",{"id":538,"name":539,"alternativeText":540,"caption":31,"width":427,"height":428,"formats":541,"hash":547,"ext":292,"mime":293,"size":548,"url":549,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":550,"updatedAt":551},12975,"agency_metrics_1.png","9 Essential Agency Metrics to Track and Improve",{"thumbnail":542},{"ext":292,"url":543,"hash":544,"mime":293,"name":545,"path":31,"size":546,"width":435,"height":436},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_agency_metrics_1_e4a1d66fff.png","thumbnail_agency_metrics_1_e4a1d66fff","thumbnail_agency_metrics_1.png",12.18,"agency_metrics_1_e4a1d66fff",317.09,"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_metrics_1_e4a1d66fff.png","2024-08-27T09:36:29.089Z","2024-08-27T11:21:34.280Z",{"id":460,"name":461,"about":462,"email":463,"createdAt":464,"updatedAt":465,"publishedAt":466,"slug":467,"linkedin_url":468},{"id":42,"title":455,"slug":456,"subheading":523,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":555,"dateReorder":556,"title":557,"slug":558,"summary":559,"body":560,"read_time":561,"createdAt":562,"updatedAt":563,"publishedAt":562,"errors":505,"table_of_contents":32,"cover_image":564,"author":579,"article_category":580},1925,"2024-06-26","Marketing Agency Processes: An Ultimate Guide","agency-process","\u003Cp>Marketing agencies are often challenged to balance creativity with efficiency. Understanding and optimizing your agency's processes is crucial for success. This guide offers comprehensive insights into the core marketing agency processes that keep an agency running smoothly. \u003C/p>","\u003Cp>We’ll explore each step in detail, providing practical tips and best practices along the way. By the end of this guide, you’ll have a clear roadmap for improving your agency operations while maintaining creativity and delivering exceptional results for your clients.\u003C/p>\u003Ch2>Understanding marketing agency processes\u003C/h2>\u003Cp>Having well-defined marketing agency processes ensures that tasks are completed efficiently, consistently, and to a high standard, which eventually leads to better client satisfaction and business success.\u003C/p>\u003Cp>However, some of these processes will inevitably vary from agency to agency. While client onboarding and performance tracking will be shared, campaign planning in a creative agency will be different from the same advertising agency process. \u003C/p>\u003Ch3>What is an agency process?\u003C/h3>\u003Cp>An agency process refers to the pre-set framework and procedures that a marketing agency uses to \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">complete its goals\u003C/a>. These processes include different aspects of running an agency business such as:\u003C/p>\u003Cul>\u003Cli>Roles and responsibilities across teams\u003C/li>\u003Cli>Stakeholders involved in meeting goals\u003C/li>\u003Cli>Technology that is used\u003C/li>\u003Cli>Documenting project progress \u003C/li>\u003Cli>Measuring and tracking goals\u003C/li>\u003Cli>Client communication and updates\u003C/li>\u003C/ul>\u003Cp>Unlike agency workflows, which focus on steps that bring a project from idea to completion, processes provide a structure that allows your agency to reach larger business goals. \u003C/p>\u003Ch2>Common challenges marketing agencies face in managing their processes\u003C/h2>\u003Cp>Let’s start by identifying the typical challenges that prevent agencies from setting up effective processes.\u003C/p>\u003Ch3>Lack of standardization\u003C/h3>\u003Cp>Inconsistent procedures can lead to variability in project quality and efficiency. Without standardized procedures, the quality of work can vary significantly from project to project. Different team members may follow their own methods, leading to inconsistent \u003Ca href=\"https://www.teamwork.com/glossary/deliverables/\" target=\"_blank\" rel=\"noopener noreferrer\">deliverables\u003C/a>. As a result of inconsistent work, clients may lose trust in the agency’s expertise, which can further harm the agency’s reputation.\u003C/p>\u003Cp>Lack of standardized procedures can also lead to time wastage and duplication of efforts, as team members may unknowingly repeat tasks that have already been completed. In another scenario, the entire team may spend too much time on tasks that could be optimized.  \u003C/p>\u003Cp>Even onboarding new team members is challenging without standardized agency procedures. Each team member may receive different instructions, which leads to confusion and inefficiency. \u003C/p>\u003Cp>This confusion becomes more evident as the agency grows and takes on more clients to manage. The lack of standardized procedures makes it difficult to manage multiple clients and campaigns effectively, without sacrificing the creativity and quality of work. \u003C/p>\u003Ch3>Communication breakdowns\u003C/h3>\u003Cp>Poor communication within the team or with clients can result in misunderstandings and project delays. For example, clients may have unclear expectations, while team members may have a different understanding of project goals. Teams may prioritize different tasks, which leads to fragmented efforts, delays, and inconsistent results. \u003C/p>\u003Cp>Another problem with ineffective communication is that it may create isolated silos, where each department works separately instead of collaborating. Finally, poor communication harms team spirit, making it difficult for teams to work together effectively, especially in a fully remote environment. \u003C/p>\u003Cp>When instructions are not communicated clearly, errors are more likely to occur. This can lead to significant rework, which, in return, wastes additional time and resources. Inadequate communication also blurs the status of tasks and projects, making it difficult for team leads to monitor progress and identify issues early. \u003C/p>\u003Ch3>Poor resource management\u003C/h3>\u003Cp>Balancing workloads and ensuring the optimal use of resources can be difficult without clear processes. When resources, particularly staff, are overworked due to poor management, it leads to burnout, decreased morale, and reduced productivity. On the other hand, underutilized staff may feel not valued enough or demotivated. \u003C/p>\u003Cp>Marketing agencies that have difficulties managing time risk missed deadlines and delays in project delivery. This way, ineffective time management often results in last-minute fixes that compromise the quality of work.\u003C/p>\u003Cp>Without effective budget management, projects can easily exceed their financial limits, leading to reduced profitability. On the other hand, limited budgets can result in insufficient resources being allocated to client campaigns, putting their success at risk. \u003C/p>\u003Cp>Agencies that fail to use the available tools and technologies to their full potential can also miss opportunities to streamline their processes. Conversely, using too many tools without reliable integrations can complicate and slow down workflows. \u003C/p>\u003Cp>Ampilio is just one example of an agency that used less-than-ideal technology for its data monitoring and client reporting. This marketing agency from Sweden used Looker Studio and an array of third-party connectors that kept breaking off and slowing down the performance. This situation compromised both the accuracy of reports and the agency reputation in the eyes of clients. Here’s a full story on \u003Ca href=\"https://whatagraph.com/case-studies/ampilio\">how Ampilio managed to streamline their client reporting process\u003C/a>. \u003C/p>\u003Cp>Poor resource management often prompts marketing agencies to operate reactively and deal with problems when they arise instead of proactively planning and strategically distributing resources. \u003C/p>\u003Ch3>Failing to adapt\u003C/h3>\u003Cp>Keeping processes flexible enough to adapt to changing client needs and market conditions while maintaining efficiency. Relying on outdated processes and technologies can lead to inefficiencies and wasted resources. \u003C/p>\u003Cp>Why is flexibility important?\u003C/p>\u003Cp>Because relying on outdated processes and technologies may be prone to errors and inconsistencies that modern solutions can easily address. \u003C/p>\u003Cp>Here’s an example of how an ad agency process can be improved:\u003C/p>\u003Cul>\u003Cli>An advertising agency optimizes the user journey using insights from Google Analytics 4 reports. However, GA4 sometimes samples data from large data sets to cut the querying time – which can lead to inaccurate data in reports.\u003C/li>\u003Cli>By moving the Google Analytics 4 data to a data warehouse and integrating data to a proper reporting solution, a marketing agency is able to overcome the inefficient GA4 reports and replace them with a much more flexible Google Analytics 4 dashboard that always presents accurate client data.\u003C/li>\u003C/ul>\u003Cp>Technology aside, client expectations also evolve rapidly. Agencies that fail to meet new demands, such as AI-assisted insights and forecasting, risk client dissatisfaction and churn. Clients may be more inclined towards competitors who embrace innovation and offer better solutions. \u003C/p>\u003Ch3>Technology integration\u003C/h3>\u003Cp>Marketing agencies should ensure that various tools and platforms integrate smoothly to support the processes. When different tools and systems are not integrated, they create silos within the agency. \u003C/p>\u003Cp>This lack of integration between tools can result in duplicate data, inconsistencies across systems, and even inaccurate or outdated data that undermines decision-making.\u003C/p>\u003Cp>The teams may turn to manual data transfers between non-integrated systems, using spreadsheets, which only increases the risk of errors and compromises the reliability of information. \u003C/p>\u003Cp>Without seamless integration between the agency tools, employees spend more time on administrative tasks such as data entry and report generation, which leaves them less time for strategic and creative activities.\u003C/p>\u003Cp>To make the problem worse, when data is scattered across multiple unintegrated systems, getting a comprehensive view of clients’ campaigns, performance metrics, and overall agency health becomes challenging. \u003C/p>\u003Cp>An elegant solution is to use an overview dashboard, which brings data from multiple channels, campaigns, and locations into one unified view, automatically highlighting metrics that reach targets or limits. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Overview_feature_05027fd630.png\" alt=\"Use Overview for cross-campaign reporting\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>The Agency Overview dashboard created in Whatagraph\u003C/i>\u003C/p>\u003Cp>Incompatibility between marketing platforms and manual workarounds can also impact client satisfaction. Clients may want real-time updates and insights, which are difficult to provide without integrated reporting solutions. \u003C/p>\u003Cp>A solution would be \u003Ca href=\"https://whatagraph.com/live-dashboards\">a live dashboard\u003C/a> that clients can access using a provided link at any time and from anywhere. All marketing tools that provide source data are natively integrated with the dashboard, so no time is wasted on manual transfers. \u003C/p>\u003Cp>\u003Ci>By automating our data collection and reporting, we have not only made our own operations more efficient, but above all improved our customers' access to information. They can now benefit in real time from deeper insights presented in a clear and user-friendly way. We can now together make faster and even better decisions!\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Andreas Sandgren - CEO @ \u003C/strong>\u003Ca href=\"https://marketsolutions.se/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Market Solutions\u003C/strong>\u003C/a>\u003C/p>\u003Cp>Finally, there’s the scalability challenge. As the agency grows, it may find it difficult to integrate more systems and data sources, creating a bottleneck. Managing larger volumes of data (i.e. serving a larger number of clients) will inevitably strain resources and reduce the effectiveness of any marketing agency that fails to integrate client’s marketing platforms into its data stack. \u003C/p>\u003Ch2>How to set up key marketing agency processes?\u003C/h2>\u003Cp>Let’s now dive deeper into the key digital marketing agency processes that keep the wheels turning and the business thriving. This is a step-by-step guide on how to properly set up the essential digital marketing agency processes. \u003C/p>\u003Ch3>1. Client onboarding\u003C/h3>\u003Cp>An effective client onboarding process is vital for marketing agencies to build strong relationships with new clients, set clear expectations, and ensure smooth cooperation. \u003C/p>\u003Cp>On one hand, it keeps clients valued and informed, and on the other, it allows the agency to collect essential information about the client's business and align on the goals. \u003C/p>\u003Cp>\u003Cstrong>How to set up an effective client onboarding process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Pre-onboarding preparation\u003C/strong>: Prepare a welcome packet that includes an introduction to your agency, key team members, contact information, and an overview of the services. Run an internal briefing with your team to review the client’s background, industry, and \u003Ca href=\"https://niftypm.com/blog/what-is-project-scope/\" target=\"_blank\" rel=\"noopener noreferrer\">initial project scope\u003C/a>. \u003C/li>\u003Cli>\u003Cstrong>Initial client meeting: \u003C/strong>Schedule a kickoff call to introduce the team, discuss the project scope, and set expectations. Ensure all key stakeholders from both sides are present. Also, send a detailed questionnaire before the call to gather important information about the client’s business, goals, target audience, and competitors.\u003C/li>\u003Cli>\u003Cstrong>Prepare documentation and contracts\u003C/strong>: Make sure the client has reviewed and signed the service agreement or contract outlining the terms of engagement, deliverables, timelines, and pricing. If necessary, include a non-disclosure agreement (NDA) to protect sensitive information.\u003C/li>\u003Cli>\u003Cstrong>Project planning and timelines\u003C/strong>: The client onboarding is the stage where you need to develop a detailed project plan that includes key milestones, timelines, and responsibilities. Once finished, share this plan with the client for feedback and approval.\u003C/li>\u003Cli>Next, you should establish a communication plan that outlines how often updates will be provided, preferred communication channels, and points of contact.\u003C/li>\u003Cli>\u003Cstrong>Set access to shared resources: \u003C/strong>Set up access to necessary tools and platforms for both you and the client. This includes the project management software, shared drives, and communication stools. Collect any resources the client can provide, such as brand guidelines, previous marketing materials, and access to analytics platforms.\u003C/li>\u003Cli>\u003Cstrong>Onboarding deliverables: \u003C/strong>Create a discovery report summarizing the information you gathered about the client’s business and industry. This would be a good point to present an initial marketing strategy or plan that outlines the proposed approach, tactics and outcomes. \u003C/li>\u003Cli>\u003Cstrong>Maintain regular check-ins\u003C/strong>: Schedule regular check-ins to provide updates on progress, address any concerns, and gather feedback from the client. Provide monthly reports with detailed performance metrics, campaign status, and adjustments or recommendations for the strategy. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>Invest time in understanding their unique needs, setting clear expectations and providing tailored solutions that prioritise long term growth. Consistently communicate, educate and demonstrate - your value is in what you do, not what you say.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Sarah Tikfesis - CEO & Head of Operations @\u003C/strong>\u003Ca href=\"https://megaphone.com.au/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Megaphone\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for client onboarding\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Maintain open and transparent communication throughout the onboarding process to build trust and ensure alignment.\u003C/li>\u003Cli>Adapt the onboarding experience to clients' specific needs and preferences to make them feel valued and understood.\u003C/li>\u003Cli>Ensure that all onboarding materials reflect your agency’s brand identity and values to create a consistent client experience. For an extra length, you can use a white-label reporting tool to build reports with the client’s branding so they feel valued from the very start. \u003C/li>\u003Cli>Thoroughly document all communications, agreements, and project details to provide a clear reference point for both the agency and the client.\u003C/li>\u003Cli>Follow the agreed timelines and promptly address any issues or concerns that arise during the onboarding process.\u003C/li>\u003C/ol>\u003Ch3>2. Campaign planning and strategy \u003C/h3>\u003Cp>The next process an agency needs to tackle is the plan on how to deliver measurable results to clients. A well-structured planning process ensures that client goals are defined and achievable, while all team members are aligned. \u003C/p>\u003Cp>\u003Cstrong>How to plan efficient campaigns and strategies\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Send clients a questionnaire\u003C/strong>: You can do this during the initial client consultation. A detailed questionnaire can tell you a lot about the clients’ marketing history, specific objectives, and current efforts. \u003C/li>\u003Cli>\u003Cstrong>Analyze the market and competitors\u003C/strong>: Run deep market research to understand industry trends, customer behavior, and market opportunities. You should also analyze the strategies of the client’s top competitors. What are their strengths and weaknesses? How do they position themselves? Are there any gaps that your client can fit? \u003C/li>\u003Cli>\u003Cstrong>Define goals and objectives\u003C/strong>: Work together with clients to define Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals. The key performance indicators that you establish for measuring the marketing strategy at this point should align with the client’s business objectives. \u003C/li>\u003Cli>\u003Cstrong>Segment the client’s audience: \u003C/strong>Segment the client’s target audience based on demographics, behavior, and needs. Develop detailed buyer personas that represent the key segments of the target audience. This includes defining their pain points, motivations, and decision-making process. \u003C/li>\u003Cli>\u003Cstrong>Formulate the strategy\u003C/strong>: Define the client’s unique value proposition that stands out from the competitors and resonates with their target audience. What are the client’s most effective marketing channels based on audience behavior and campaign objectives— social media, email, PPC, SEO? Apart from selecting the most promising channels, you should develop a content creation strategy that would outline the types of content you need to reach the target audience.   \u003C/li>\u003Cli>\u003Cstrong>Plan out each campaign: \u003C/strong>Define the specific objectives for each campaign to make sure they align with the overall marketing goals. It’s also important to determine the budget for each campaign and allocate resources accordingly. Next, you should develop a detailed timeline with key milestones and deadlines so each campaign is executed on time. \u003C/li>\u003Cli>\u003Cstrong>Plan campaign executions\u003C/strong>: This is the part where you assign tasks to team members based on their expertise and availability. A project management tool can help you manage workflows, monitor progress, and ensure all the tasks are completed on time. Use collaboration tools to add an extra layer of coordination among team members. \u003C/li>\u003Cli>\u003Cstrong>Monitor and optimize: \u003C/strong>Use\u003Cstrong> \u003C/strong>marketing analytics tools to monitor the performance of marketing campaigns in real time. Also, you should provide the client with regular reports that let you easily highlight key metrics and insights. However, you should continuously analyze data to identify opportunities for improvement and optimize strategies for better performance. \u003C/li>\u003Cli>\u003Cstrong>Review and adjust\u003C/strong>: It goes without saying that you should run regular performance reviews with the clients to discuss results, insights, and areas for improvement. To ensure that your strategies are effective in the long run, adjust them periodically based on performance data, market changes, and client feedback.\u003C/li>\u003C/ul>\u003Cp>\u003Ci>Ensure strategic plans are aligned to business goals, not just serving more ads on the internet or selling products/services that need to be strategically aligned.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Brian Maher - Director @\u003C/strong>\u003Ca href=\"https://www.adaptiveco.io/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Adaptive\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for planning and strategy development\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Base all strategic decisions on data and insights, not on assumptions.\u003C/li>\u003Cli>Involve the client in different stages of the planning process to ensure buy-in. \u003C/li>\u003Cli>Be ready to adapt strategies to changing market conditions and new data.\u003C/li>\u003Cli>Keep detailed documentation of all plans, strategies, and processes to ensure clarity.\u003C/li>\u003Cli>Keep the pace with industry trends, new technologies and best practices.\u003C/li>\u003C/ol>\u003Ch3>3. Creative development\u003C/h3>\u003Cp>This marketing agency process is essential for producing high-quality create work that meets client objectives. \u003C/p>\u003Cp>\u003Cstrong>How to set up an effective creative process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Start with client briefing\u003C/strong>: There’s a good reason why many creative agency processes start with gathering detailed information from clients. In the case of creative work, you want to learn as much as possible about the target audience, key messages, brand guidelines, and specific requirements. Your agency’s creative team should meet with the client to clarify the brief, discuss expectations, and answer any questions. \u003C/li>\u003Cli>\u003Cstrong>Conduct your research\u003C/strong>: The goal of this research is to understand industry trends, competitor’s creative work, and the preferences of the target audience. Mood boards can help you visualize creative direction and gather ideas that resonate with the client’s brand and objectives. \u003C/li>\u003Cli>\u003Cstrong>Develop the concept\u003C/strong>: Set up brainstorming sessions where your creative team can generate various ideas. Encourage open and collaborative discussion. The goal of these sessions is to present the client with multiple options for feedback. Be open to client input and make revisions where needed. Once \u003Ca href=\"https://www.markup.io/blog/project-approval-process/\" target=\"_blank\" rel=\"noopener noreferrer\">the approval process\u003C/a> is through, you can move to the next stage. \u003C/li>\u003Cli>\u003Cstrong>Creative execution\u003C/strong>: Expand the approved concept into detailed designs, together with all necessary components such as graphics, copy, layouts, and multimedia. Make sure designers, copywriters, and other creative roles collaborate in order to keep the consistency of the final design. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for creative development\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Be flexible and open to changes in approach based on client feedback.\u003C/li>\u003Cli>Ensure consistency in creative work by following the brand guidelines and maintaining a uniform visual and messaging style.\u003C/li>\u003Cli>Keep detailed documentation of all creative briefs, client feedback, revisions, and approvals to ensure clarity and accountability.\u003C/li>\u003C/ol>\u003Ch3>4. Performance tracking and reporting\u003C/h3>\u003Cp>An efficient performance tracking and reporting process is essential for marketing agencies to measure the effectiveness of their campaigns, \u003Ca href=\"https://whatagraph.com/blog/articles/demonstrating-value-to-clients\">demonstrate value to clients\u003C/a>, and make data-driven decisions. \u003C/p>\u003Cp>\u003Cstrong>How to set up an efficient performance tracking and reporting process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define objectives and key metrics\u003C/strong>:\u003Cstrong> \u003C/strong>The KPIs that you will use to measure the success of your campaigns may include conversion rate, engagement rate, return on investment (ROI), and customer acquisition cost (CAC).\u003C/li>\u003Cli>\u003Cstrong>Select tracking tools and platforms: \u003C/strong>Choose the appropriate analytics tools, such as Google Analytics, Matomo, Adobe Analytics, or other tools, to track and measure performance. Marketing automation platforms like HubSpot or Salesforce can help you integrate data from your email and e-commerce tools for a unified campaign view. \u003C/li>\u003Cli>\u003Cstrong>Create custom dashboards\u003C/strong>: Your clients may use a variety of marketing channels — from web analytics to social media to paid advertising. You may also work on improving their organic search performance for selected keywords. However, there’s a point when this abundance of data is difficult both to monitor and report. \u003C/li>\u003C/ul>\u003Cp>In this case, you should use a dedicated marketing performance monitoring and reporting platform.\u003C/p>\u003Cp>Whatagraph allows agency users to easily create custom dashboards for every client using pre-made templates, highlighting the goals and showcasing the running campaigns with metrics from tools that are specific to each client. \u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/Agency_dashboard_e5f1bb5e28.png\" alt=\"Agency dashboard in Whatagraph\">\u003C/p>\u003Cp style=\"text-align:right;\">\u003Ci>Agency Dashboard created in Whatagraph\u003C/i>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Collect and organize data\u003C/strong>: To create unified views, you should consolidate data from scattered sources into a single unified system. Luckily, you don’t need to have a data analyst to do that. Whatagraph lets you create custom rules to organize data so it’s easier both to analyze and present to clients. \u003C/li>\u003C/ul>\u003Cp>For example, you can group countries into tiers, unify metrics names from different tools to get a total value or give more understandable names to metrics that appear too technical for clients. \u003C/p>\u003Cp>The capability to see the granular data comes in handy when you need to monitor marketing data from over 200 venues spread across Europe, divided by brand names and custom styles. \u003C/p>\u003Cp>Rekom Group, a multinational player in the nightlife industry uses Whatagraph to connect scattered marketing data under one roof and present the insights through cross-channel dashboards, for both \u003Ca href=\"https://whatagraph.com/templates/executive-report\">executive-level reports\u003C/a> and more granular-analytics. Here’s a full \u003Ca href=\"https://whatagraph.com/case-studies/rekom-group\">case study of Rekom Group’s success\u003C/a> in managing marketing data. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Analyze the insights\u003C/strong>: Use the collected data to evaluate campaign performance against the defined objectives and KPIs. Identify trends, patterns, and anomalies in the data to gain a deeper knowledge of the campaign's effectiveness. Translate this data into actionable insights and recommendations for optimizing future campaigns. \u003C/li>\u003Cli>\u003Cstrong>Report regularly\u003C/strong>: Set up a regular reporting schedule, e.g. weekly, monthly, \u003Ca href=\"https://whatagraph.com/blog/articles/end-of-quarter-reporting\">quarterly\u003C/a>, based on client preferences and campaign needs. For this, you should develop standardized report formats which clearly present key metrics, insights, and recommendations. Use visualizations like charts, graphs, and dashboards to make data easily accessible and understandable. \u003C/li>\u003C/ul>\u003Cp>Still, reporting to clients shouldn’t take much of your account managers’ time, especially if you use a reporting solution that allows you to automate the way you share reports. \u003C/p>\u003Cp>Once you agree on the report format and sources that it includes, you can automate the whole process. The data will refresh automatically before each scheduled send-out, while you can add a review step to add personal recommendations or explanations for a specific table or chart. \u003C/p>\u003Cp>\u003Ci>Clearly and transparently display the results from your campaigns, in addition, ensure that you include the work undertaken with commentary, and future work to be done. A bonus is to include any industry updates in reports to explain how things may impact them and how you are navigating them, such as new Google algorithm updates.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Matt Pyke - Founder @\u003C/strong>\u003Ca href=\"https://www.flyhighmedia.co.uk/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong> Fly High Media\u003C/strong>\u003C/a>\u003C/p>\u003Cp>By automating much of the reporting process, you not only eliminate repetitive tasks but also give your account executives more time to win new business. \u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Improve continuously: \u003C/strong>A successful agency benchmarks performance against industry standards and past campaign results to set realistic goals and expectations. Use A/B testing to continuously experiment with different strategies and tactics and identify what works best. Also, establish a feedback loop with clients so you can gather their input and adjust strategies based on their insights. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for performance tracking and reporting\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Automate data collection and reporting processes where possible to save time and reduce the risk of errors.\u003C/li>\u003Cli>Customize reports to meet the specific needs and preferences of each client, focusing on the metrics that matter most to them.\u003C/li>\u003Cli>Keep the tracking and reporting processes consistent to ensure comparability of data over time.\u003C/li>\u003Cli>Educate clients about key metrics and the importance of data-driven decision-making.\u003C/li>\u003C/ol>\u003Cp>Check out our \u003Ca href=\"https://whatagraph.com/blog/articles/agency-reporting-tips\">guide for more agency reporting tips\u003C/a>. \u003C/p>\u003Ch3>5. Client communication and relationship management\u003C/h3>\u003Cp>Strong \u003Ca href=\"https://whatagraph.com/blog/articles/building-trust-with-clients\">client relationships build trust\u003C/a>, improve client satisfaction, and lead to long-term partnerships. It can be argued that everything that is said plays a role in client satisfaction, but let’s just cross the few remaining T’s in the client management area.  \u003C/p>\u003Cp>\u003Cstrong>How to set up an efficient client communication and relationship management process?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define communication protocols\u003C/strong>: Agree on preferred communication channels for different types of interactions and set clear guidelines for response times. This will ensure timely and constant communication. Also establish a schedule for regular updates, such as weekly status emails, bi-weekly check ins, or monthly performance reports. \u003C/li>\u003Cli>\u003Cstrong>Build client relationships\u003C/strong>: Organize client appreciation events, webinars, or workshops to engage clients and demonstrate value beyond project work. Also, send personalized messages, holiday greetings, and appreciation notes to strengthen client relationships. Schedule regular check-ins outside of project updates to discuss the client’s broader business goals and how the agency can support them. \u003C/li>\u003C/ul>\u003Cp>\u003Ci>Marketing agencies can elevate their client relationships by setting realistic and measurable goals, deep diving into the client's business needs. They can achieve that through active listening and continuous share of insights between both parties.\u003C/i>\u003C/p>\u003Cp style=\"text-align:right;\">\u003Cstrong>Liliana Reis - Marketing & Brand Consultant @ \u003C/strong>\u003Ca href=\"https://wisepirates.com/\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cstrong>Wise Pirates\u003C/strong>\u003C/a>\u003C/p>\u003Cp>\u003Cstrong>Best practices for client communication and relationship management\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Maintain transparent communication to build trust and foster a collaborative partnership.\u003C/li>\u003Cli>Keep the messaging and updates consistent to avoid confusion and keep clients well-informed.\u003C/li>\u003Cli>Be proactive in addressing potential issues, providing updates, and suggesting improvements.\u003C/li>\u003Cli>Show empathy and understanding towards client concerns and needs, demonstrating genuine interest in their success.\u003C/li>\u003C/ol>\u003Ch3>6. Talent acquisition\u003C/h3>\u003Cp>An efficient talent acquisition process ensures that the agency can quickly fill roles with qualified candidates who fit the company culture and meet the skill requirements.\u003C/p>\u003Cp>\u003Cstrong>How to set up a structured talent acquisition process in an agency?\u003C/strong>\u003C/p>\u003Cul>\u003Cli>\u003Cstrong>Define hiring needs and roles\u003C/strong>: Assess current and future hiring needs based on project demands and agency growth plans. This includes clearly defined job roles, responsibilities, and skills. You can make it easier by defining detailed job descriptions for each position.\u003C/li>\u003Cli>\u003Cstrong>Keep your values visible\u003C/strong>: Maintain an attractive and informative careers page on your agency’s website. Use social media to promote the agency as a great place to work. Potential candidates should be able to grasp all the benefits of joining you even before they hop on an interview.  \u003C/li>\u003Cli>\u003Cstrong>Set up a recruitment strategy\u003C/strong>: Think of the best sourcing channels — job boards, social media, recruitment agencies, or platforms specific to your industry. Implement an employee referral program so you can encourage current employees to refer qualified candidates from their pool of connections. \u003C/li>\u003Cli>\u003Cstrong>Structure the interview process\u003C/strong>: Develop structured interview guidelines with standardized questions so each candidate gets a fair chance. You should include multiple team members in the interview process to get a well-rounded view of the candidates. Don’t forget to include practical skills assessment by giving each candidate a task relevant to their role. \u003C/li>\u003Cli>\u003Cstrong>Decision making\u003C/strong>: Use consistent evaluation criteria to compare candidates and make decisions. Discuss with team members who they think is the best candidate for the role. At the end, forward a formal letter to the selected candidate, outlining the role, salary, and benefits. \u003C/li>\u003Cli>\u003Cstrong>New hire onboarding\u003C/strong>: Provide new hires with necessary information and resources before their start date. Introduce them to the agency’s culture, processes, and teams. You should have \u003Ca href=\"https://peoplemanagingpeople.com/recruitment/employee-onboarding/\" target=\"_blank\" rel=\"noopener noreferrer\">a structured onboarding plan\u003C/a> that includes training and integration activities that would help new hires settle in and become productive quickly. \u003C/li>\u003C/ul>\u003Cp>\u003Cstrong>Best practices for talent acquisition\u003C/strong>\u003C/p>\u003Col style=\"list-style-type:decimal;\">\u003Cli>Proactively source candidates even when there are no immediate openings to build a strong talent pipeline.\u003C/li>\u003Cli>Prioritize diversity and inclusion in the recruitment process to build a more innovative and effective team.\u003C/li>\u003Cli>Clearly communicate the agency’s employer value proposition to attract top talent.\u003C/li>\u003Cli>Maintain relationships with past candidates and potential future hires to keep the talent pipeline active.\u003C/li>\u003C/ol>\u003Ch2>FAQs\u003C/h2>\u003Cp>\u003Cstrong>1. What are agency processes?\u003C/strong>\u003C/p>\u003Cp>Agency processes are pre-set procedures and frameworks that agencies use to complete their goals. These processes include different aspects of running an agency such as client relation management, campaign and strategy planning, performance tracking, talent acquisition, and more. \u003C/p>\u003Cp>\u003Cstrong>2. What is the process of a marketing agency?\u003C/strong>\u003C/p>\u003Cp>The process of a marketing agency is a structured framework that you can depend on while successfully executing different marketing agency operations like creative development, hiring new talent, \u003Ca href=\"https://whatagraph.com/blog/articles/agency-client-retention\">retaining existing clients\u003C/a>, winning new clients, etc. \u003C/p>\u003Ch2>Conclusion\u003C/h2>\u003Cp>Tuning marketing agency processes can be overwhelming, but with the right approach, agencies can streamline their operations, improve client satisfaction, and achieve remarkable results. \u003C/p>\u003Cp>As you refine and optimize client onboarding, campaign planning, and performance tracking, you’ll discover that clear and consistent communication, data-driven actions, and innovation are the winning combination for your agency growth. \u003C/p>\u003Cp>And while building relationships and planning strategies take time, use the opportunity to save time wherever possible. \u003C/p>\u003Cp>Sign up for a \u003Ca href=\"https://live.whatagraph.com/auth/register\">free trial of Whatagraph\u003C/a> and see how much time you can save on connecting scattered data and reporting. \u003C/p>",4,"2020-02-14T11:08:45.000Z","2025-06-23T13:04:18.519Z",{"id":565,"name":566,"alternativeText":567,"caption":31,"width":427,"height":428,"formats":568,"hash":574,"ext":292,"mime":293,"size":575,"url":576,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":577,"updatedAt":578},12623,"agency_processes.png","6 Marketing Agency Processes You Should Optimize Now",{"thumbnail":569},{"ext":292,"url":570,"hash":571,"mime":293,"name":572,"path":31,"size":573,"width":435,"height":436},"https://s3.us-east-2.amazonaws.com/whatagraph.com/thumbnail_agency_processes_ca88460bda.png","thumbnail_agency_processes_ca88460bda","thumbnail_agency_processes.png",16.69,"agency_processes_ca88460bda",86.14,"https://s3.us-east-2.amazonaws.com/whatagraph.com/agency_processes_ca88460bda.png","2024-06-26T10:09:07.692Z","2024-06-26T10:09:28.208Z",{"id":460,"name":461,"about":462,"email":463,"createdAt":464,"updatedAt":465,"publishedAt":466,"slug":467,"linkedin_url":468},{"id":42,"title":455,"slug":456,"subheading":523,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":582,"dateReorder":583,"title":584,"slug":585,"summary":586,"body":587,"read_time":42,"createdAt":588,"updatedAt":589,"publishedAt":588,"errors":505,"table_of_contents":32,"cover_image":590,"author":606,"article_category":616},1940,"2020-02-21","7 Proven Ways To Promote Your Agency In 2025","promote-agency","\u003Cp>It’ll take more than posting on social media to effectively promote your digital agency in 2025. See the most proven, efficient strategies for attracting more clients and revenue here.\u003C/p>","\u003Ch2>Have You Set a Target Growth Rate for Your Digital Agency?\u003C/h2>\u003Cp>Is it 10%? 25%? 100%?\u003C/p>\u003Cp>Whatever your goal is for this year, good for you for setting it. Here’s \u003Ca href=\"https://semify.com/?HubShout-2019-Agency-Growth-Survey&AID=1815\">how it compares\u003C/a> to other digital agencies performance from last year, according to a recent survey by HubShout:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Agency_Growth_Rate_cecb326729.png\" alt=\"annual growth rate\">\u003C/p>\u003Cp>As you can see, half of all agencies grew at 1-24% in 2019. About a third attained an impressive growth rate of 25-75%, and about 15% crushed it, growing their agencies by 75 to 150% or more.\u003C/p>\u003Cp>If they can grow at a rate like that, you can, too. Especially if you put some of these proven agency-promotion tactics to work.\u003C/p>\u003Ch3>Get Serious about Referrals\u003C/h3>\u003Cp>If you want to promote your agency effectively, it’s smart to know what the #1 source of leads and clients is for other agencies.\u003C/p>\u003Cp>One channel beats all others, and by a lot: Referrals. According to HubShout’s survey, half of all agencies say their primary source of leads is from referrals.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Primary_Source_Of_Leads_Hub_Shout_0e8b513c5c.png\" alt=\"primary source of leads\">\u003C/p>\u003Cp>Referrals beat out all other channels for new business in \u003Ca href=\"https://www.wordstream.com/blog/ws/2019/03/18/state-of-the-agency-report\">another survey\u003C/a> of agency owners done by WordStream. More than twice as many agency owners named referrals than any other channel.\u003C/p>\u003Cp>And yet… according to the HubShout study, 29% of agencies \u003Ci>don’t even ask\u003C/i> for referrals.\u003C/p>\u003Cp>You’d be crazy to ignore referrals. In fact, if you only picked one promotion tactic, referrals would be a smart choice.\u003C/p>\u003Cp>There are plenty of SaaS packages designed to help agencies get more referrals. GrowSurf, Ambassador, Influitive, and Viral Loops \u003Ca href=\"https://www.capterra.com/referral-software/\">all get high marks\u003C/a>. There are also several good books available about referral marketing, like \u003Ca href=\"https://www.amazon.com/Referral-Engine-Teaching-Business-Market/dp/B003NYOBTQ/\" target=\"_blank\" rel=\"noopener noreferrer\">The Referral Engine\u003C/a> and \u003Ca href=\"https://www.amazon.com/Generating-Business-Referrals-Without-Asking/dp/1683509269/\" target=\"_blank\" rel=\"noopener noreferrer\">Generating Business Referrals Without Asking: A Simple Five-Step Plan to a Referral Explosion\u003C/a>.\u003C/p>\u003Cp>So the resources are there… but you’ll need to figure out how to create a referral program that works for your particular agency.\u003C/p>\u003Ch3>Publish Case Studies\u003C/h3>\u003Cp>\u003Ca href=\"https://jussihyvarinen.com/best-blogging-courses/\">Blogging\u003C/a> is a great way to build visibility and keep your audience and your clients engaged. But don’t let it consume all your content marketing resources. Case studies routinely place in the “which content is most effective” contest, as they did in the Content Marketing Institute’s B2B Content Marketing 2020 Benchmarks, Budgets and Trends report.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/CMI_Profs2020_Case_Studies_164309b28e.png\" alt=\"brand awareness\">\u003C/p>\u003Cp>Case studies are especially good for actually closing business… and as you know, you don’t want to just focus on the top of funnel content. You need content that converts visitors into clients.\u003C/p>\u003Cp>Despite how effective case studies are, only a third of digital agencies use them on their websites.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Case_Studies_49132d03de.png\" alt=\"web visitors\">\u003C/p>\u003Cp>Their miss-step can be your gain.\u003C/p>\u003Ch3>Do More of What You’re Good at and Less of What You’re Not\u003C/h3>\u003Cp>This isn’t a promotion tactic so much as it’s a positioning strategy, but it’s critical to your success - and it will influence the success of your agency promotion tactics.\u003C/p>\u003Cp>As you know, many businesses are \u003Ca href=\"/blog/articles/agency-vs-in-house-marketing\">moving their marketing in-house\u003C/a>. And if they haven’t already moved their marketing in-house, they’re seriously considering it.\u003C/p>\u003Cp>One way for your agency to retain and even attract these cautious clients is to do what you do better than they ever could. And the best way to do that is to specialize.\u003C/p>\u003Cp>Tim Williams, founder of Ignition Consulting Group, talked about this in an interview with ThinkGrowth. He believes becoming a “best-in-class” marketing partner will be key to agencies’ success in 2025 and beyond:\u003C/p>\u003Cp>\u003Ci>“Because the best marketers are increasingly looking for multiple best-in-class marketing partners — not AOR [agency of record] relationships — agencies will have to get better at playing a supporting role instead of just a ‘lead agency’ role.”\u003C/i>\u003C/p>\u003Cp>Honing your service offerings will also boost your agency’s profitability. It may even help you attract better talent. And besides… it’s just good business to drop the services that aren’t profitable or that your agency isn’t doing a stellar job with.\u003C/p>\u003Ch3>Ask for Testimonials\u003C/h3>\u003Cp>What do you see on the home page of pretty much every competent business these days? Testimonials. Lots of testimonials.\u003C/p>\u003Cp>If a digital agency has enough testimonials to go around, they may even sprinkle them in at the close of blog posts, on landing pages, and even in their email updates. Just like the \u003Ca href=\"/blog/articles/this-is-a-list-of-the-best-digital-marketing-agencies-in-boston\">Boston agency\u003C/a> KoMarketing has done here at the close of one of their blog posts:\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Testimonial_At_Close_Of_Blog_Post_477dabc3e8.png\" alt=\"testimonials\">\u003C/p>\u003Ch3>Leverage Non-Competitive Partnerships\u003C/h3>\u003Cp>These can be with vendors, other agencies, freelancers, old employees, or influencers.\u003C/p>\u003Cp>Business partnerships with complementary (but not competitive) businesses are one of the best channels for new business. They’re basically a channel for referrals, but in this case, you’re getting the referral from a business. One good business partnership alone could grow your agency by 20% or more.\u003C/p>\u003Ch3>Treat Your Agency’s Marketing like You Were a Client\u003C/h3>\u003Cp>Oh, it’s so easy. You do great work for a competitive price, and word gets around. Suddenly, you’re booked. Chasing deadline after deadline. And then you look up a few months later (or even a year later) to realize your website looks a little shabby… your social channels aren’t all that impressive… or your organic traffic is on the decline.\u003C/p>\u003Cp>This is the curse of success for agencies. You fall prey to the phenomenon of “the cobbler’s children have no shoes.” If this goes on too long, you could find yourself short on a few clients, and with a mediocre marketing machine of your own.\u003C/p>\u003Cp>Here’s how one agency pro described it in the HubShout survey report:\u003C/p>\u003Cp>\u003Ci>\"We're your typical start-up Agency. We are very good at what we do for our clients, which means we have less time to work on our own (internal) projects to promote www.thehunterco.com. But hey, as long as we keep generating business for our clients and they are happy then the referrals keep coming.\"\u003C/i>\u003C/p>\u003Cp>There’s a simple way to fix this. Just treat yourself as a client. Schedule your marketing and promotions like you were a client. Build the cost for this work into your overhead and your financial planning. Give it a line item in your budget, if you have to. Taking time to promote your digital agency is part of the cost of doing business. And if you're scaling as a remote-first agency or operating across different states, don’t overlook your operations setup—like having a reliable virtual office and \u003Ca href=\"https://www.alliancevirtualoffices.com/virtual-office-blog/the-importance-of-using-a-virtual-office-when-setting-up-a-business/\" target=\"_blank\" rel=\"noopener noreferrer\">business address for LLC filings\u003C/a>.\u003C/p>\u003Ch3>Use a CRM\u003C/h3>\u003Cp>Nearly 22% of digital agencies do not have an outbound Sales team. Even when they do, their Sales “department” maybe one or two people.\u003C/p>\u003Cp>\u003Cimg src=\"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/Outbound_Sales_Team_05d14e2b8c.png\" alt=\"Do you have an outbound sales team? - survey results\">To get maximum results from limited Sales resources, get systematic about your work. Part of this is having a documented strategy for your client pitches and outreach. Another part of this is having \u003Ca href=\"https://whatagraph.com/blog/articles/marketing-agency-tools\">the right tool\u003C/a> for the job. Namely, a CRM.\u003C/p>\u003Cp>Of course, there is no shortage of CRM software packages available. HubSpot is one of the most popular for agencies, but Copper and Taskade also get recommended a lot. There is also an opportunity to outsource CRM experts who offer valuable support on many aspects of CRM-related projects.\u003C/p>\u003Cp>If you’re new to using a CRM, Salesflare might also be a smart choice. It’s affordable, for one thing. But it’s also extremely easy to use. Too many of us have worked with CRMs that seemed to take more time to manage than we spent managing clients – and that’s exactly what you don’t want. So try finding a “minimum viable” CRM so you can use your pitch time optimally, and minimize how much of an expert you’ll have to be with CRM software.\u003C/p>\u003Ch3>Test as Much as You Can, and Track Everything\u003C/h3>\u003Cp>Let’s face it: Only about half of the agency promotion tactics you try are going to work. The only way to find out what will work for your particular agency, your clients, and your resources is to try. You just have to be willing to dive in and test things to find out which tactics will deliver.\u003C/p>\u003Cp>That’s where \u003Ca href=\"/features\">good reporting\u003C/a> comes in. If you track your work and make reporting easy, you’ll be a data-driven marketer who knows what works and what doesn’t. Over time, all your agency promotion efforts will get more and more effective.\u003C/p>\u003Cp>So let your competitors say they don’t have time to track and test. If you \u003Ca href=\"https://whatagraph.com/blog/articles/agency-metrics-kpis\">keep tracking your agency KPIs\u003C/a>, you’ll eventually come out ahead and achieve your growth goal.\u003C/p>","2020-02-21T17:01:29.000Z","2025-04-25T15:41:19.932Z",{"id":591,"name":592,"alternativeText":593,"caption":31,"width":427,"height":428,"formats":594,"hash":601,"ext":292,"mime":293,"size":602,"url":603,"previewUrl":31,"provider":296,"provider_metadata":31,"createdAt":604,"updatedAt":605},9724,"promote-agency.png","Proven Ways To Promote Your Agency",{"thumbnail":595},{"ext":292,"url":596,"hash":597,"mime":293,"name":598,"path":599,"size":600,"width":435,"height":436},"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/thumbnail_promote_agency_c8f6342bd1.png","thumbnail_promote_agency_c8f6342bd1","thumbnail_promote-agency.png","strapi_blog_files",15.95,"promote_agency_c8f6342bd1",88.48,"https://s3.us-east-2.amazonaws.com/whatagraph.com/strapi_blog_files/promote_agency_c8f6342bd1.png","2023-02-14T16:44:18.095Z","2024-09-11T11:34:45.222Z",{"id":607,"name":608,"about":609,"email":610,"createdAt":611,"updatedAt":612,"publishedAt":613,"slug":614,"linkedin_url":615},102,"Pam Neely","Pam is an award-winning freelance content writer with expertise in SaaS, MarTech, and small business marketing companies. A business book ghostwriter in her free time, Pam always writes from a B2B owner perspective.","pamneely@gmail.com","2023-01-20T11:01:56.841Z","2023-08-22T15:47:47.943Z","2023-01-20T11:01:56.837Z","pam-neely","https://www.linkedin.com/in/pamellaneely/",{"id":42,"title":455,"slug":456,"subheading":523,"createdAt":524,"updatedAt":525,"publishedAt":526},{"id":5,"title":344,"subtitle":618,"createdAt":619,"updatedAt":620,"publishedAt":621,"text_banner":31,"bottom_banner":31},"\u003Cp>Dive into Whatagraph product updates, how-tos, company news, product reviews, and educational content to get the most out of your marketing data.\u003C/p>","2022-11-18T08:43:50.870Z","2025-07-03T08:13:56.278Z","2022-11-18T08:43:52.413Z",{"data":623,"meta":630},{"id":319,"title":443,"slug":444,"subheading":445,"createdAt":446,"updatedAt":447,"publishedAt":448,"toc_banner":624},{"id":270,"content":625,"cta":626,"cta_collection":31},"Learn how to implement AI successfully at your agency",{"id":627,"label":628,"url":367,"subtext":31,"style":629,"element_id":31,"color":31,"icon":31,"width":31},1611,"Get free playbook","button",{},1759916843770]