Spark of Clarity
Clarity Strategy Momentum
Client Onboarding
Digital Analytics Onboarding

Your Analytics BluePrint
Starts Here.

Tell us which platforms matter, which metrics to track, and how often you want to see results. We'll handle the rest.

01
Client Foundation
Core details used across all reports and deliverables.
02
Strategy & Timing
Select one or more report types. Each selected type unlocks date fields and a notes area.
Monthly Monthly Report — Report Dates
Half-Year Mid-Year analysis, trends, and opportunities
Key Highlights & Impact
3–5 high-level results from the first half of the year.
Performance vs. Goals
Progress against key targets set at the start of the year.
Key Learnings & Insights
What worked, what didn't, and why — across all platforms.
Recommendations & Next Steps
Data-driven suggestions for optimization in the next six months, for example, reallocating budget from underperforming ad sets to top performers.

Any additional context, special requests, or specific focus areas for the half-year report.

Yearly YOY growth analysis and Strategic planning for next year
Year-in-Review Executive Summary
A comprehensive summary highlighting the year's top achievements, milestones, and high-level ROI.
Strategic Insights & Trends
An in-depth analysis of what worked, what didn't, and why, comparing final year results against goals set out at the beginning of the year.
Market Analysis
A look at how the organization performed relative to industry trends, benchmarks, and competitors.
Forward-Looking Strategy
Specific recommendations and goals for the next year based on the data trends identified.

Any additional context, special requests, or specific focus areas for the annual report.

03
Platforms & Metrics
Toggle each platform on, select which metrics to track, and add custom metrics.
GA
Google Analytics
Select metrics
Conversions
Engagement rate
Avg. Engagement Time
Traffic by Source
Visitors/Users
Custom metrics
Up to 5 custom metrics
Ads
Google Ads
Select metrics
Conversions
ROAS
Clicks
CPC
Cost
Impressions
CTR
Up to 5 custom metrics
Meta
Meta Ads
Select metrics
Link Clicks
Reach
Engagement Rate
Conversions
CPM
Impressions
ROAS
Hook Rate
Hold Rate
Up to 5 custom metrics
FB
Facebook
Select metrics
Page Likes
Post Reach
Engagement Rate
Impressions
Link Clicks
Video Views
Follower Growth
Up to 5 custom metrics
IG
Instagram
Select metrics
Follower Growth
Engagement Rate
Impressions
Reach
Story Views
Total Followers
Profile Visits
Up to 5 custom metrics
LI
LinkedIn
Select metrics
Followers
Engagement Rate
Website Clicks
Post Impressions
Profile Views
Up to 5 custom metrics
✉
Email Marketing
Select metrics
Open Rate
Click Rate
Conversions
Emails Sent
Subscribers
Unsubscribe Rate
Up to 5 custom metrics
+
Other Category
Up to 5 custom metrics
04
Brand Identity
Uploaded logo and colors appear in generated summary PDFs.

Once submitted, we'll review your Analytics BluePrint and provide a quote.

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Client Captured

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