Client reporting and onboarding automation for agencies
Macon Media OS automates the operations side of marketing agencies. Client reports are built from Meta and Google Ads data automatically, new clients are onboarded with forms and tasks created on their own, and billing runs without reminders. Your team spends its time on campaigns instead of copying numbers and chasing information.
No commitment. You keep your current software.
Client reporting automation
- Meta, Google Ads and GA4 data in one dashboard
- Monthly reports sent automatically
- Alerts when spend or results change
Client onboarding automation
- Intake form creates the client in the CRM
- Tasks and folders created in Notion, Asana or ClickUp
- Access requests and welcome emails sent on their own
Agency workflow automation
- Requests from Slack or email turned into tasks
- Recurring billing with Stripe
- Team notifications on deadlines
Example
Before: Every month an account manager spends two days copying ad numbers into slides.
With Macon Media OS: Reports update themselves and go out to each client on the first day of the month.
Frequently asked questions
What is client reporting automation?
It pulls data from your ad and analytics platforms into a report or dashboard that updates and sends itself, without copying numbers by hand.
How does client onboarding automation work?
The client fills out one form; the CRM record, project tasks, folders and welcome emails are created automatically.
Do we need to change our tools?
No. We connect the tools your agency already uses and only add custom pieces when needed.