KariTECH
Teams / Client Services
REPORTING OPERATIONS / ILLUSTRATIVE WORKFLOW

Reports that arrive ready for judgment.

Get the recurring collection, naming, and quality checks out of the way before a strategist opens the report.

Build a consistent campaign name
Layers of translucent reporting charts cross a graphite bridge toward a lime-edged report.
REPORTING OPERATIONS / A CONNECTED WAY TO WORK
THE SHIFT

Same team.
A different way to work.

WITHOUT A CONNECTED WORKFLOW

When someone has time.

An account manager pulls exports, reconciles campaign names, checks dates, and chases missing inputs before there is time to think about the story.

WITH A CUSTOM WORKFLOW

A process that keeps moving.

A scheduled workflow gathers agreed sources, checks periods and freshness, flags gaps, and sends the reporting owner a draft with context.

WHAT THIS MAKES PRACTICAL

More frequent, thoughtful client updates without making every update a fresh data-assembly project.

THE WORKFLOW

Here’s how it
could come together.

A consistent review of every client report, with more time left to explain what matters.

  1. 01

    Define a shared reporting contract

    Agree on source names, periods, metrics, and who owns the review.

  2. 02

    Collect and check the inputs

    Read permitted sources and flag missing, stale, or mismatched periods.

  3. 03

    Prepare the handoff

    Assemble the draft, source links, and unresolved questions in the agreed format.

  4. 04

    Add the human interpretation

    A strategist verifies the evidence and approves the client-facing explanation.

WHAT GOES IN

Permitted reporting sources, a common naming convention, reporting periods, and owner details.

WHAT COMES OUT

A review-ready report draft with sources, timestamps, and a list of unresolved data questions.

WHAT WE WOULD MEASURE
  • Preparation time per reporting cycle
  • Missing or mismatched inputs
  • Reports reviewed before the client deadline
PEOPLE KEEP THE FINAL CALL

Built to support
your judgment.

Your team checks metric definitions, reconciles unexpected differences, and approves the explanation. A generated narrative should stay a draft until the evidence has been reviewed.

TRY ONE BUILDING BLOCK

Start with something useful.

Consistent campaign names are one useful foundation. This tool creates the convention; a custom workflow can carry it into reporting.

Build a consistent campaign name
LET’S FIND YOUR FIRST WORKFLOW

What’s slowing
your agency down?

Bring one recurring headache and the tools you use.
That’s enough to start a useful conversation.

Discuss your workflow

Tell us what happens today.
We’ll explore what could work better.