Example workflow
Improving client reporting
How agencies turn scattered campaign data into clear, shareable performance stories.
Best for: Agencies managing multiple client accounts.
- 1
Set up a workspace per client
Keep each client’s connections, campaigns, and numbers separate.
- 2
Let the weekly summary do the work
Each week’s results, changes, and flags are summarised automatically.
- 3
Share a read-only link
Send clients a week-in-review link they can open without an account.
- 4
Explain every budget move
Back each recommendation with the revenue evidence behind it.
Use cases in this workflow
See what your spend is really returning.
Connect your channels and see where budget leaks, and what Zaynforce would do about it.
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