Reporting and onboarding team

More clients. Same account team.

Your reporting and onboarding team builds client reports, runs onboarding and keeps projects moving, so account managers can manage more accounts.

Reporting team
LIVE
  1. Monthly reports started for 14 clients
  2. Data pulled from ads, analytics and social
  3. Two campaigns flagged for review
  4. Reports ready for account managers to approve
Sample team activity, for illustration
Where the time goes

Sound familiar?

The work that keeps marketing and creative agencies teams busy, and away from the work only they can do.

  • Account managers lose days a month to reporting
  • Onboarding a new client means the same 20 emails every time
  • Handoffs between strategy, creative and delivery drop details
Your lead team

Meet your reporting and onboarding team.

It joins your business, works inside the tools you already use, and hands anything that needs judgment to a person.

Get your Digital Workforce Plan

What it does

  • Pulls numbers from ad, analytics and social platforms
  • Builds and sends branded client reports on schedule
  • Runs new-client onboarding: forms, access, kickoff booking
  • Creates tasks and handoffs in your project tool
  • Flags campaigns that need a human look
How it works

From scan to live team.

We start with a Scan of your operation, Forge your team on your real workflows, then run it in Orbit every month.

01
Fixed-price audit

XenoForm Scan

We map where your staff's hours go and hand you a digital team roadmap with an ROI estimate.

  • Process walkthrough with your staff
  • Ranked list of teams to deploy
  • Cost and payback for each one
02
Build and launch

XenoForm Forge

We design, build and connect your digital team to the tools you already use, then launch them live.

  • Built on your real workflows
  • Connected to your CRM, inbox and calendar
  • Human approval steps where they matter
03
Managed monthly

XenoForm Orbit

We run, monitor and train your digital team every month, and ship new skills as you grow.

  • Monitoring and fixes
  • New skills shipped every month
  • A clear monthly report on output
XenoForm Lab  Hands-on training so your staff knows how to work alongside its digital team.Add-on to any plan

Other industries

Put your reporting and onboarding team to work.

In 30 minutes we show you the three teams your business should deploy first, what each one would do, and what it would save. Free, and no obligation.

Get your Digital Workforce Plan Free 30-minute session. You keep the plan.