WRKFLOW TEMPLATE Client Reporting Positive customer success outcomes require that you track and measure product usage against your clients’ goals. From aggregating product performance data to parsing it into actionable insights, Wrk can help your business automate monthly client reporting. Trigger Start Wrkflow on the first day of the month Search Collect client data from previous month from Zendesk and other sources Edit Clean and reformat data in Microsoft Excel Generate Calculate delta in metrics from last month and the previous month Generate Add metric insights to branded Powerpoint template Export Export branded report in Powerpoint Send Send branded monthly report to client How this Wrkflow will help you Prove Value Communicating month over month wins to your clients keeps your company’s value top of mind. Optimize Your Strategy Deploy this Wrkflow to get the most accurate data on your customers, and plan your strategy accordingly. Build Long-Term Success A satisfied customer is more likely to recommend your business to others, and accurate client reports can help you provide the best service to your customers. Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.