Ivy

Cohort 03 / AI for Client Reporting

The most expensive hour in your agency is the one nobody bills.

Four weeks turning monthly client reporting from a week of account-manager time into something that runs, with commentary specific enough that clients actually read it.

4 weeks

live, founder-led

No prereq

setup is week one

$699

Founder Kit, included free

Connects to

GA4Search ConsoleGoogle AdsMeta AdsAhrefsSheetsSlack

Why this one

Where the hours go.

Built for agency owners and account teams carrying a full client roster.

  • Reporting is pure cost — every hour of it comes straight out of margin.
  • It lands late, or it lands generic, and either one weakens the relationship.
  • The person who assembles it is usually the person you most want doing client work.

Week by week

Week one connects your data. Nothing is theoretical after that.

Week 1

Connect every source

GA4, Search Console, the ad platforms and Ahrefs, wired up once across your client base rather than per report.

Week 2

One report, end to end

Build a single client's report properly — the numbers, the comparison periods, the format your clients already expect.

Week 3

Commentary that is not filler

The hard part, and the one most tools get wrong. Getting explanations that reference what actually happened in the account this month.

Week 4

Across the roster

Templating it across every client, scheduling delivery, and the QA step that stops a wrong number reaching an inbox.

What you leave with

Running, not understood.

Plus the Founder Kit

Every member gets the Founders Club bundle free — eight AI tools to actually run a business on. Six are yours for life. Not a folder of templates.

  • Produce a full client report from live data across every service line.
  • Get commentary specific to the account rather than generic month-on-month filler.
  • Roll it across your whole roster instead of one flagship client.
  • Keep a review step so nothing wrong reaches a client.

Questions

Before you book.

That is your call, and we would suggest being relaxed about it — the value was never the typing. What matters is that the numbers are right and the commentary is genuinely about their account.

Good, and this does not replace it. Dashboards show the numbers; this writes the interpretation and assembles the thing you actually send.

It pays for itself fastest above roughly ten retained clients, but the setup is the same at three.

30 days

30-day full refund, no questions asked.

My no-risk promise

Try the whole thing. If it is not pulling its weight, I refund you.

One upfront payment is a real investment, and I do not want anyone joining with regrets. Join the cohort, connect your accounts, sit through the sessions — and if it is not earning its place in your business, email me within 30 days and I will refund you in full.

No forms, no exit survey, no friction. I would rather have happy members than hold onto a payment.

Kamal Kannan

Kamal Kannan

Founder, Ivy

hello@product-ivy.com

Next step

Reserve a seat on AI for Client Reporting.

Seats are capped so everyone finishes with their own accounts connected. Kamal runs every session.