Automating 65+ Hours of Monthly Client Reporting Across 120 DTC Retainers

Replaced manual 40-page PDF reporting decks with real-time white-labeled client dashboards, boosting client NPS from 42 to 89.

Client: Vanguard Performance OpsIndustry: Full-Funnel DTC Media Agency Elena Rostova

Leader: Elena Rostova (Head of Media Operations)

65 hrs/mo

Reporting Automated

Manual deck preparation cut to 0

100%

White-Label Portals

Custom branded client domains

42 ➔ 89

Client NPS Lift

Dramatic jump in satisfaction

+28%

Retainer Expansion

Upsells driven by live telemetry

Automating 65+ Hours of Monthly Client Reporting Across 120 DTC Retainers

Verified Commercial AuditVanguard Performance Ops • Case Study #2

Executive At-A-Glance Brief

Primary Constraint

Account directors spent the first 5 business days of every month copying and pasting metrics from Meta, Google, and Shopify into slide decks, creating massive delivery delays and team exhaustion.

Engine Solution

Deployed Digivigee's 100% white-labeled client portals with live blended ROAS, automated deliverable checklists, and self-serve client metrics.

Measured Outcome

Reporting time reduced from 65 hours per month to zero, with zero client churn during Q4 peak season and an increase in client NPS to 89.

Phase 01: The Operational Bottleneck

Pre-DigiVigee Legacy State

Operational Friction & Scalability Ceilings

Account directors spent the first 5 business days of every month copying and pasting metrics from Meta, Google, and Shopify into slide decks, creating massive delivery delays and team exhaustion.

Critical Vulnerabilities Identified:

✕Account directors losing 65+ hours per month manually formatting PDF slide decks

✕Discrepancies between Shopify, Meta, and Google creating client mistrust

✕Delivery bottlenecks causing monthly reports to arrive 7 to 10 days late

✕High client churn during Q4 peak due to lack of real-time performance visibility

Phase 02: System Blueprint & Strategy

Architecture Mapping

DigiVigee Engine Architecture Deployed

Deployed Digivigee's 100% white-labeled client portals with live blended ROAS, automated deliverable checklists, and self-serve client metrics.

Platform Delivery Engines Installed:

White-Label Portals Live Executive Dashboards CAPI Telemetry

Phase 03: Rapid Onboarding & Integration

48-Hour SLA Execution

Execution Protocol & Workflow Calibration

Onboarded 120 brand retainers with custom branded subdomains, agency color schemes, and granular role-based permissions in under two weeks.

Integration Milestones Achieved:

Week 1: Configured custom branded agency portal subdomain and client permission groups

Week 1: Automated data pipelines across Shopify, Google Analytics 4, and Meta Ads

Week 2: Onboarded 120 DTC brands with personalized video walkthroughs

Day 30: Delivered first fully automated month-end reporting cycle with zero manual slides

Phase 04: Audited Retainer Telemetry

100% Commercial Telemetry Verified

Compounding Retention & Revenue Expansion

Reporting time reduced from 65 hours per month to zero, with zero client churn during Q4 peak season and an increase in client NPS to 89.

Operational Superpowers Unlocked:

100% white-labeled client portals on custom domains with agency branding

Live blended ROAS, MER, and net profit telemetry synced automatically

Zero hours spent on manual reporting, freeing directors for strategic upsells

Zero client churn across 120 DTC retainers with client NPS soaring to 89

5.0 / 5.0 Verified Retainer Rating

“Our account directors used to spend the first week of every month trapped in PowerPoint hell. With Digivigee white-label portals, client reporting is 100% autonomous, and our client NPS surged from 42 to 89.”

Elena Rostova

Head of Media Operations • Vanguard Performance Ops

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