Produce branded monthly reports for each client

Kite keeps each client's work separate by giving every client its own Kite team. One person can belong to several Kite teams and switch between them, and each team keeps its own research, brand, connected accounts, and settings. That means the report Kite builds for a dental group never borrows a number, a color, or a phrase from the one it builds for a software company.

When you set up a client's team, Kite researches the client from their website. It records their positioning, products, customers, and competitors in that team's knowledge base, along with their logo, colors, and fonts. You add what only you know: the goals in the client's contract, the metrics they care about most, who reads the report, and anything they've asked you to avoid, such as "never show spend by campaign" or "call them patients, not customers."

Kite treats those instructions as standing rules for that client. When you correct something in a report, such as "they count a lead only after a form submission, not a phone click," Kite records the correction as a rule for that client's work, so next month's report gets it right without being told again.

Kite reads each client's numbers directly from the accounts where they live, so nobody has to log in and export anything. You connect each account to the client's Kite team once, and Kite reads from it every month.

• Google Analytics. Kite runs reports on the client's property for visitors, sessions, traffic sources, landing pages, and the key events the client counts as conversions. It can also run funnel reports to show where visitors drop out.
• Google Ads. Kite builds reports at the account, campaign, ad group, and ad level, covering spend, clicks, conversions, and cost per conversion.
• Meta Ads. Kite reads performance insights for the client's ad account, including spend, reach, results, and cost per result across campaigns and ad sets.
• LinkedIn Ads. Kite pulls analytics for the client's advertiser account and for each campaign over the report's date range.
• Mailchimp. Kite reads the report for every campaign sent in the month, including opens, clicks, bounces, and unsubscribes.
• HubSpot. Kite reads contacts, deals, and campaign metrics, so the report can show how many leads marketing produced and how many became deals.

If Kite hosts the client's website, it reads the site's traffic and conversions from its own built-in analytics without another connection. It can also measure how often the client appears in answers from ChatGPT, Gemini, Perplexity, and Claude, which many clients now want to see in their report.

Kite uses the same definitions every month. If you agreed that "leads" means HubSpot contacts created from a form submission, that's what it counts in March, April, and May. Month-over-month comparisons only mean something when both months are measured the same way, and that consistency is hard to keep when a different person builds the report each time.

Kite writes the part of the report that usually gets rushed: what changed, why, and what happens next. It compares each number with the previous month and with the client's goal, picks out the movements that actually matter, and looks for the cause in the data before it writes anything.

Here's what that looks like in practice. Say a client's leads fell from 142 to 118. A report that only shows numbers would leave it there. Kite checks where the drop came from. It finds that Google Ads leads held steady at 61, Meta leads fell from 58 to 34, and Meta's cost per lead rose from $38 to $52 in the same month. Looking at the ads themselves, it sees that the two best-performing Meta ads had been running for eleven weeks and their click rates had been falling for a month. The commentary says that plainly: the drop came from tired creative on Meta, not from the offer or the website, and next month's plan is to replace those two ads with new ones built from the same angle.

Kite writes in the voice you want the client to hear. For most agencies that means your agency speaking to the client: "we," "your," and the client's name. It keeps the summary short enough to read in a minute, and it flags anything it isn't sure about so you can check it before the client sees it.

The plan for next month is specific. Instead of "optimize campaigns," Kite proposes concrete work, such as two new Meta ads, a rewrite of the landing page that converts worst, or a re-engagement email to subscribers who haven't opened in ninety days. Kite can do much of that work itself once you approve it, so the plan in the report becomes the next month's task list.

Kite publishes each report as a hosted web page with charts, tables, and the written commentary, styled in the client's logo, colors, and fonts. Because each client has its own Kite team, the team's report style is the client's brand, and every report Kite publishes for that client follows it.

Each report gets its own link, and every past month stays listed on the client's report index, so the client can look back at February while reading May. Report pages can also carry screenshots of the ads that ran, images, and downloadable files such as the raw data in a spreadsheet. The page is laid out for printing too, so a client who wants a PDF can save one from their browser.

A report opens from its link without signing in by default. If the numbers are sensitive, you can limit the report to people at your agency and people at the client's company, who sign in with their work email before it opens. A limited report still opens from its own link, but it doesn't appear on the report index.

Kite hands you a finished draft to review, not a half-built template. You read the summary and the commentary, change anything you'd say differently, and approve it. Kite drafts the email to the client with a short note and the link, and sends it from your team's Kite address or your connected email account once you approve it.

You agree on the schedule once, in your timezone. For example, you might ask Kite to build the report at 8 a.m. on the 3rd of each month, which gives the ad platforms a couple of days to finish counting last month's conversions. Each run arrives in the client's Slack channel, in your email, or in the Kite web app, depending on how your team works with Kite.

Your edits make the next report better. When you correct how Kite did something, such as rewriting a sentence or asking it to drop a chart, Kite records the correction as a proposed rule. Once its nightly review confirms the rule, it guides every later report for that client.