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Automated client reporting for marketing agencies

Marketing agencies: reports that build themselves. Every platform, one dashboard.

Days every month copying numbers into report templates and approvals lost in email. We build automated reporting and approval tools for agencies.

Looking for automated marketing reporting?

Agencies spend days on monthly reports. We build dashboards that pull data from ad platforms, analytics and socials automatically.

Wollopit builds client portals, intake flows, document automation and websites for marketing agencies around how your practice actually works. We connect the tools you already use, replace the ones holding you back and look after the lot on our own servers, so you can spend your hours on billable work.

01The problems

What we hear from marketing agencies

Does your marketing agency have these problems? Here's how we'd fix them.

Most marketing agencies we talk to lose hours every week chasing documents, re-keying client details and answering 'where are we up to?' emails.

  • The problemReports by handDays of copy and paste.
    How we fix itAutomated reports.
  • The problemMany platformsData in different places.
    How we fix itData pulled into one dashboard.
  • The problemClient approvalsLost in email.
    How we fix itApproval workflows.
  • The problemContent calendarsSpreadsheets.
    How we fix itShared calendars.
  • The problemOnboardingAccess requests messy.
    How we fix itOnboarding checklists.
  • The problemTime trackingHours unknown.
    How we fix itTime per client.
02What we build

Solutions

What we build for marketing agencies. Usually all talking to each other.

Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.

01

Automated reports

Monthly, branded.

02

Client dashboards

Live data.

03

Approval workflows

Content signed off.

04

Content calendars

Shared with clients.

05

Onboarding

Access and assets collected.

06

Time tracking

Hours per client.

03How it changes

Before and after

Reporting week, wolloped.

Here's how a typical day could change. Every business is different, so we map yours first.

Before

  1. Export from each platform
  2. Paste into slides
  3. Email the PDF
  4. Repeat for 20 clients

After

  1. Data pulled automatically
  2. Report generated
  3. Dashboard live
  4. Hours saved
04Services

Everything under one roof

Software, websites and systems for marketing agencies.

Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.

Custom software for marketing agencies

Built around how your marketing agency actually runs: automated reports, client dashboards and the admin in between, in one system you own.

Websites for marketing agencies

Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.

Marketing agency system upgrades

Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.

Apps and portals for marketing agencies

Approval workflows and content calendars: customer and staff portals that work on any phone without an app store.

Integrations and automation

We connect Xero, MYOB and Microsoft 365 so information moves on its own and nobody retypes it.

Hosting, support and care

Managed hosting, updates, backups and security for your marketing agency, looked after by the people who built it.

05Integrations

Connections

Plays nicely with what you already use.

We connect to the tools you rely on, work alongside the ones you're happy with or replace the ones holding you back.

  • Xero
  • MYOB
  • Microsoft 365
  • Google Workspace
  • DocuSign
  • Calendly
  • Stripe
  • HubSpot
  • Mailchimp
  • Zoom
06How we work

The process

Some people dip their toe in. We turn up in a rebreather.

We get properly below the surface of your marketing agency: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.

  1. 01

    Think

    We spend time with the people doing the work, see where the hours go and work out what's actually slowing you down.

  2. 02

    Archi-tech

    We plan it before writing code: your data, customers, payments, the tools you keep, hosting and cost.

  3. 03

    Build

    Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win quickly.

  4. 04

    Look after

    We host it, maintain it and keep improving it. When something breaks you call the people who built it.

07Questions

FAQ

Things marketing agencies ask us.

Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.

Which platforms can it pull from?

Common ad, analytics and social platforms with APIs. We'll check your stack first.

How much does it cost?

It depends on what you need, so we quote up front once we understand your marketing agency. No surprise invoices, no lock-in and you own what we build.

Can it work with our practice software?

Usually, yes. We connect to the tools you rely on and build the client-facing bits they can't do. If something should go we'll explain why first.

Is client information kept secure?

Yes. Portals use encrypted connections, access is restricted to the right people and documents stay on our managed servers. We follow the Australian Privacy Principles.

Who looks after it once it's built?

We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.

We already have systems. Can you upgrade them instead of starting again?

Usually, yes. Most marketing agencies we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.

Contact

Got a marketing agency problem? Consider it wolloped.

Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.

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