Small agency owners: could I ask some questions about your client reporting workflow?

I’m researching how small digital agencies and independent marketing consultants produce website audits, strategy reports and other client-facing documents.

I’m particularly interested in how you turn research and working notes into something polished enough to send to a client—including writing, design, fact-checking and revisions.

A few of my questions are:

• How you currently produce reports
• Which parts take the most time
• What you already use AI or reporting software for
• What you would and wouldn’t outsource

I’m exploring a possible white-label report-production service, but I want to understand the existing workflow before making assumptions or building anything.

If you run a small agency or work independently and would be willing to chat, please leave a comment or send me a message. I’d also be happy to share a summary of what I learn with the community.