When you’re managing outreach campaigns on behalf of clients, reporting becomes one of the most powerful tools for retention, trust-building, and demonstrating ROI. Alsona gives agencies structured LinkedIn and email metrics, conversation exports, and data-rich insights — all of which can be transformed into clear, professional reports your clients will actually want to read.
This guide outlines how to use Alsona’s data effectively, which tools to use to create reports, and includes ready-made templates (PDF layout, Google Docs template, and a monthly email summary) to help you deliver consistent, branded client reporting every single month.
1. Start With Clear, High-Impact Metrics
Every report should begin with the KPIs that matter most to your client’s campaign.
Alsona provides the following outreach metrics:
LinkedIn Metrics
Invites Sent
Views
InMails Sent
Connections Accepted
Follows
Post Likes
Messages Sent
LinkedIn Responses
Invite Engagement (Acceptance Rate)
Email Metrics
Emails Sent
Emails Opened
Email Replies
Email Bounced
Even if some fields display “No data yet,” it’s smart to include them for transparency and to set a baseline for future comparisons.
2. Report Trends, Not Just Totals
Clients care about movement, not isolated data points.
Alsona’s time-series data (e.g., day-by-day Invites Sent, Acceptances, Replies, etc.) lets you show:
Growth over time
Momentum as campaigns warm up
Performance dips and what caused them
Best-performing days or sequences
Use phrasing like:
“Week-over-week improvement…”
“Engagement peaked on…”
“Steady upward trend since refining targeting…”
This helps your clients interpret what’s happening — not just what was counted.
3. Add Insight: What Influenced Performance?
Agencies add the most value by explaining why the numbers look the way they do.
Include commentary on:
Audience quality
Copy iterations
Targeting changes
Seasonal shifts / quiet periods
LinkedIn behavioral patterns
Email warm-up status
Optimizations recently deployed
Example:
“Acceptance rate increased after narrowing our search from ‘Marketing Managers’ to ‘Head of Marketing’ and above.”
This contextual layer builds trust and clearly positions you as a strategic partner — not just a sender of numbers.
4. Leverage Inbox Conversations & Exports
One of the most valuable parts of Alsona is its inbox — which includes:
All prospect conversations
Labels (Interested, Booked, Follow-Up Needed, Not Interested, etc.)
Exportable conversation threads
Include 5–10 high-value snippets in every report:
Interested replies
Meeting confirmations
Positive responses
Meaningful objections you handled
Clients love seeing real conversations — not just metrics.
5. Include Acceptance Rates & Engagement Metrics
LinkedIn acceptance rate and message engagement rate are critical indicators of:
Targeting quality
Message resonance
Profile strength
Warm-up status
ICP alignment
Don’t just report the percentage — explain it.
Example:
“Current acceptance rate is 8.9%. This is slightly below the 12–15% benchmark for this industry, so our next step is to refine targeting and test a more personalized opener.”
Your explanations help clients understand how metrics translate into next steps.
6. Combine LinkedIn + Email Performance
If email outreach is active, include these metrics together so clients see the full multi-channel strategy.
Even if email is not yet enabled, you can note:
“Email outreach scheduled for next cycle.”
“Domain warm-up ongoing, expected to activate in two weeks.”
Agencies earn trust by showing operational clarity.
7. Use the Right Tools to Create Reports
Different agencies prefer different workflows. These tools make your reporting faster, easier, and more professional:
Easy & Quick Reporting (PDF or simple documentation)
Google Docs → Export as PDF
Microsoft Word
Perfect for fast, client-ready monthly deliverables.
Spreadsheet-Driven Reporting (manual or semi-automated)
Google Sheets
Excel
Ideal for calculating acceptance percentages, growth rates, conversion metrics, and building charts you paste into reports.
Advanced, Automated Dashboards
Google Looker Studio (formerly Google Data Studio)
Power BI
Tableau
Great for clients who want live-access dashboards or more visual reporting.
Automated Document Creation (White-Labeled Reports)
DocsAutomator
PandaDoc
DocuPilot
Google Apps Script
These generate PDF reports at scale with consistent branding.
Email Reporting Workflows
Gmail / Outlook templates
HubSpot / Mailchimp for automated monthly summaries
Use when clients want quick monthly email updates with report attachments.
8. Use Consistent Formatting Across All Clients
To streamline your agency’s workflow, use a standardized template. Alsona-friendly reports usually include:
Campaign Overview
Top-Line Metrics
Charts & Trend Graphs
Conversation Highlights
Insights & Learnings
Next Steps
Attachments / Conversation Exports
This creates predictable, professional communication your clients will appreciate.
9. Keep It Honest, Clear & Educational
Reports aren’t just summaries — they’re opportunities to teach clients how outbound outreach works.
If performance dips, frame it as a learning moment:
“Acceptance rate was low — this often happens before we refine targeting.”
“Response volume picks up after week 2 once the sequence warms up.”
“Email bounces may decrease after domain warm-up concludes.”
Clients respect agencies who speak openly about performance and proactive next steps.
10. Add Visuals & Screenshots
Enhance your report with:
Alsona dashboard charts
Message screenshots
Timeline graphs
Exported conversations
Visual storytelling makes your results easier to digest — and feels more premium.