Beyond the Report:
Why Monthly Calls Matter

We find a lot of value in delivering monthly reports to our clients. They’re a tangible snapshot of the results of our strategies. And we encourage monthly calls with our clients so we can walk through the data and answer any questions. 

But the numbers are only one component of our meetings. To make the most of our time together, we also cover:

• Lead Quality: We review not only the volume of leads but the quality of those inquiries, assessing whether submissions are legitimate and how well they meet the client’s ideal projects. This open discussion helps us identify opportunities for improvement and stay aligned with the client’s sales goals.
• Holistic Overview. Rather than focusing on individual campaign metrics or rankings, we take a step back to talk about how the business is performing as a whole and how marketing fits into that bigger picture. By understanding what is happening across the business, we can adjust our approach to support real-world goals, whether that means attracting higher-value projects, targeting a new service area, or refining messaging.
• Website Updates: We talk through any website changes and often make updates in real time. If the client has sent edits or feedback before the meeting, we review everything together to make sure it reflects their vision.
• Upcoming Priorities: Then we shift to upcoming priorities, timelines, and next steps, making sure we’re on the same page and focused on what matters most.
• Industry Activity and Market Insights: It’s not only digital marketing on the agenda. Our client also keeps us in the loop on design trends, home shows, awards, and community involvement. Those conversations often spark ideas for content, service page refinements, and PR/backlink opportunities that keep the client positioned as a go-to expert in the market.

The Result: A Collaborative Strategy

By focusing on collaboration rather than just reporting, these calls help us keep strategic efforts moving forward in alignment with the client’s priorities.

Client Testimonial: 

“I really value our monthly calls to review the reports. It helps me understand the numbers and what actions need to be taken for the biggest impact. It’s so much more helpful than reviewing the report on my own. It also reminds me to refresh my website on a regular basis.”