Show clients what the site brought in
On the 1st of each month, your client gets the month's results in your brand.
A month, in one email
On the morning of the 1st, in the business's own time zone, your client gets an email headed with the month it covers. It opens with one line that sums up the requests, new customers and jobs won. Below that, each figure sits beside the month before, worded as how many more or fewer, so nobody has to do the sum.
Then comes how fast you answered, in a sentence about when half of the month's requests had a reply, and what your follow-ups did, if workflows ran on the site. It ends with where new customers came from, up to five sources, and a link to the website. It goes out under your brand's name and logo, and says it's from you.
Every number comes from the site's own records, so the report is only as full as the CRM. A job counts as won when someone moves it to a won stage, and reply times count the replies sent from the inbox. If your client answers leads from their own phone, the report can't see that.
Your work, seen monthly
A site runs quietly. A short monthly note shows your client it's doing something.
What it shows and skips
In the report
- Requests, new customers and jobs won
- Each beside the month before, once the month is over
- How fast requests were answered
- Who your follow-ups reached, and who booked or hired within two weeks
- Where new customers came from
- A link to the live site
Not in the report
- Deal values, which stay in Shingle
- Visitor numbers, which stay in the site's analytics
- Search rankings, which Shingle doesn't track
- Anything about your other clients
Set it once for each site
Add your client's email
Open results in the CRM and find Client report beside the site's figures. Each site has one address.
Send one now
Send now emails your client this month so far. Its heading says so far, so they know the month isn't over.
Turn on the 1st
Turn on Send on the 1st of each month. It goes while the site is live.
Common questions
Can't find your answer? Read Shingle Help or email [email protected].
Keep it to what a business owner cares about, which is the requests, customers and jobs the site brought in, how fast they were answered and where people came from. Shingle's report sends those by email each month. Leave out anything that needs explaining, such as bounce rate.
On the morning of the 1st, about 9 in the business's time zone, covering the month just ended. Send now emails this month so far whenever you want. A report goes only while the site is live, and each site has one client address.
Yes, once you've set one up. The report then carries your name and logo and says it's from you. It's sent from Shingle's mailbox under your brand's name. Without a brand, it says it's from your team, under Shingle's own header.
No. It counts requests, customers and jobs, which say more to an owner than visits do. Visitor numbers are in the site's analytics, which you can export as a CSV, and Shingle doesn't track search rankings. Google Search Console shows which searches find the site.
It shows how many jobs were won and leaves their value in Shingle, where you can see it in results. That keeps amounts out of an email. A job counts only if someone on the team moved it to won, so the report is only as full as the CRM.
Yes. The Client report card in results shows what your client would read for this month. Sending it needs a live site, which the trial includes. Your site's own results, month by month, are there either way.
Read next
- White labelYour name and logo where your clients look.
- CRMCustomers, prospects, replies, deals and results.
- Website analyticsVisitor stats without cookies, and taps to call.
- WorkflowsFollow-ups and reviews, with your OK where you want it.
- Website maintenance packagesWhat each tier includes, what it costs, how to sell it.
- Web design agenciesMany client sites, one team, your brand to clients.
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