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Agencies & Service Businesses Automation

Send automated client performance reports on WhatsApp — before they ask for them

WhatsPortal sends weekly or monthly performance summaries to your agency clients on WhatsApp — key metrics, highlights, next steps — so they feel informed and valued without your account managers spending hours on manual reports.

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  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

A client questions their retainer because they haven't heard from you in 3 weeks. The work was happening — they just didn't know.

01

Agency churn is often driven not by poor performance but by poor communication. A client who regularly receives performance updates — even simple ones — stays engaged, trusts the process, and is far less likely to question the relationship during performance dips.

02

Monthly reporting is a significant account management overhead. Each report requires pulling data, formatting it, writing a narrative, and sending it via email. For an agency with 20+ clients, this is days of work every month. Automation reduces it to hours.

03

PDF reports emailed to clients are often never opened. A WhatsApp summary — short, clear, and highlighting the metrics that matter to that specific client — reaches them in the channel they check constantly and delivers the same confidence-building value.

The solution

WhatsPortal automates client reporting on WhatsApp — personalised summaries that arrive on time without manual effort.

Weekly or monthly performance summaries

Configured per client, WhatsPortal sends a performance summary on WhatsApp — 'This week for [Client]: Impressions: 24K, Clicks: 1.2K, Leads: 18. Highlight: lead cost down 15% vs. last week.'

  • Configured per client, WhatsPortal sends a performance summary on WhatsApp
  • 'This week for [Client]: Impressions: 24K, Clicks: 1.2K, Leads: 18
  • Highlight: lead cost down 15% vs
  • last week.'

Campaign milestone alerts

When a campaign hits a significant milestone — 1,000 leads generated, campaign budget 75% utilised, 50% of target achieved — WhatsPortal sends an alert to the relevant client automatically.

  • When a campaign hits a significant milestone
  • 1,000 leads generated, campaign budget 75% utilised, 50% of target achieved
  • WhatsPortal sends an alert to the relevant client automatically

Monthly report delivery with PDF link

Alongside the WhatsApp summary, include a link to the full report — a Google Data Studio dashboard or PDF — for clients who want the detail.

  • Alongside the WhatsApp summary, include a link to the full report
  • a Google Data Studio dashboard or PDF
  • for clients who want the detail

Client query handling

Client replies to the report come into your shared team inbox — with the reporting context visible. Your account manager responds promptly and with full context.

  • Client replies to the report come into your shared team inbox
  • with the reporting context visible
  • Your account manager responds promptly and with full context

How it works

Streamlined automation in four simple steps.

  1. 01

    Configure per-client reporting templates

    Set up each client's report template — which metrics to include, reporting frequency, and the WhatsApp contact for the report recipient.

  2. 02

    Data pulls, report fires on schedule

    Connect your reporting data source via webhook or spreadsheet. WhatsPortal generates and sends the report automatically on the configured schedule.

  3. 03

    Clients stay informed, retainers stay secure

    Regular proactive reporting builds confidence and reduces churn. Your account managers focus on strategy, not report formatting.

  4. 04

    Sync project dashboard

    Onboarding files, milestones, and invoice tracking data are pushed directly to your client portal or CRM.

A

Account Manager

Alpha Media

Hi Rohan! Welcome to Alpha Media. 🎨 We are excited to begin your branding project.

11:00 AM ✓✓

Our onboarding process is entirely on WhatsApp. To start, please choose your next step.

11:00 AM ✓✓

Upload design briefSchedule kick-offMeet the team

Upload design brief

11:02 AM ✓✓

Please upload your brand guidelines or design brief document (PDF/Word).

11:02 AM ✓✓

📄 Sent brand_brief.pdf

11:03 AM ✓✓

Brand brief received successfully! We will review it and get back to you with initial moodboards in 48 hours. 🚀

11:03 AM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“We started sending weekly WhatsApp performance snapshots to clients. Retainer renewals improved and the number of 'how are things going?' calls droppe”

— clients already knew how things were going.' — [Agency founder]

Live

Agencies that send regular WhatsApp client performance summaries report significantly higher retainer renewal rates than those relying on monthly PDF reports alone

< 1 min

Average setup time for standard workflows

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about agency client reporting bot

Can I customise the metrics included for each client?

Yes. Configure a different report template per client — each showing the metrics that matter to that specific account. A performance marketing client sees CPC and conversion data. An SEO client sees keyword rankings and organic traffic.

Can multiple stakeholders at a client organisation receive the report?

Yes. Set up multiple WhatsApp contacts per client — the marketing manager and the CMO both receive the summary. Replies from either contact come into your shared inbox.

Can I add commentary or interpretation to the automated report?

Yes. Include a narrative template alongside the metrics — &apos;Leads were up 15% this week, driven primarily by [campaign]. Next week we&apos;re testing [strategy].&apos; Personalise the context per client or configure a dynamic template.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.

Clients who are informed are clients who renew. Start reporting on WhatsApp.

No credit card required. Free plan available. Official Meta BSP.