Reports require repeated exports, spreadsheet cleanup, screenshots, and status checks.
LPJ service
Reporting automation for marketing agencies
Reporting automation reduces the hours spent gathering data before a human can interpret performance and explain what matters to the client.
The business problem
Where reporting time disappears before analysis starts.
Account teams spend too much time assembling numbers before they can analyze them.
Different clients receive different reporting quality because prep work is manual.
What LPJ automates
The collection and prep work behind client reporting.
Data pulls from ads, analytics, CRM, spreadsheets, and project systems.
Recurring cleanup, formatting, and report-prep reminders.
Draft summaries that flag missing data, unusual changes, and review items.
Internal review workflows before reports reach the client.
What stays human
Insight and recommendations stay human.
Performance interpretation, client narrative, and recommendation quality.
Final approval of any AI-assisted summary or client-facing explanation.
Strategic judgment about what the numbers mean for the account.
Example workflow
From reporting window to review-ready packet.
- 1
Reporting windows trigger recurring data collection.
- 2
LPJ gathers source data and highlights missing or unusual inputs.
- 3
The account owner receives a review-ready reporting packet.
- 4
Approved insights move into the client's reporting workflow.
Systems involved
Connected around report preparation.
Google Analytics Looker Studio HubSpot Google Sheets Airtable Slack OpenAI
What changes for client communication.
- Less time spent on report assembly.
- More consistent reporting prep.
- More room for analysis, strategy, and client communication.
How LPJ approaches it
Start with the sources behind each report.
Map each source involved in recurring reporting.
Define what can be collected, cleaned, and checked automatically.
Keep human review between automated prep and client delivery.
Document exceptions so unusual accounts do not break the workflow.
Next step
Bring LPJ the report that still takes too long to prepare.
LPJ will map the recurring reporting inputs, cleanup steps, and review points that make each report take longer than it should.
Related services
Lead management LPJ Systems automates lead follow-up, routing, reminders, and CRM updates for marketing agencies without replacing the sales judgment your team still needs. Client onboarding LPJ Systems automates marketing agency onboarding workflows across forms, documents, kickoff tasks, client folders, and internal handoffs. CRM and pipeline LPJ Systems builds CRM automation for marketing agencies, including pipeline hygiene, task creation, follow-up rules, and cross-tool updates.