How does LevelUp Digital report and communicate with clients?
Monthly performance reporting tied to leads and revenue, plus a standing check-in cadence.
Every LevelUp Digital retainer includes a monthly performance report built around leads, cost per lead and pipeline rather than impressions, plus a standing check in between reports so you are never waiting a month to hear something.
What gets reported
- Leads by source. Which channel produced them, not just how many there were.
- Cost per lead and cost per qualified lead. The second number is the one that matters and the one most reports skip.
- Pipeline and revenue where the CRM supports it. If HubSpot or your CRM is wired up properly, we report closed revenue against spend, not just conversions.
- What changed and why. The actual optimizations made that month, in plain language.
- What is next. The specific plan for the coming month, so the report is a decision document rather than a scorecard.
What does not lead the report
Impressions, reach and follower counts. They are context at best. A report that opens with impressions is usually hiding a lead number nobody wants to discuss. Rankings matter for SEO, but they are reported alongside traffic and conversions, not instead of them.
Where it lives
In dashboards you can open any day of the month, not just a PDF that lands on the 5th. If the data lives across ad platforms, analytics and the CRM, we build the dashboard that puts it in one view. See the kinds of dashboards we build and the data and analytics service.
The rhythm between reports
A standing check in on a cadence agreed at kickoff, weekly or biweekly depending on the size of the program, plus direct access to the specialists rather than a ticket queue. If something breaks, you hear it from us before you notice it. If a month is going badly, you hear that too, mid month, when there is still time to change it.
The foundation under all of it is tracking that has been verified rather than assumed. Analytics setups drift, and a report built on broken tracking is worse than no report. See 5 use cases for GA4.
Related: Do you provide monthly reporting?, How do you track leads and conversions?, How do you measure social media success?