Proofio for agencies
Run review intelligence as a scalable client service.
Agencies use Proofio to centralize review data across clients, create repeatable reporting, and turn customer feedback into clear strategic recommendations.
Who it's for
Jobs-to-be-done
Turn multi-source client feedback into one clear reporting narrative.
Struggle: Data and ownership are fragmented across tools and account teams.
Outcome: A repeatable reporting workflow with explicit action priorities per client.
Detect risk before stakeholder escalations happen.
Struggle: Negative patterns are often discovered only after trust is already damaged.
Outcome: Earlier risk visibility with clear triage and response playbooks.
Key outcomes
-40%
Less manual reporting work across client accounts.
<24h
Faster response to critical review trend changes.
+15%
Stronger retention through measurable trust outcomes.
Deep workflow
Step 1
Connect each client workspace and source stack in one dashboard.
Step 2
Use shared report templates with client-specific benchmarks.
Step 3
Automate issue detection for negative trend changes and low-rating clusters.
Integrations and feature mapping
Proof and case snippets
Faster delivery cycle
Multi-client reporting at scale
One team reduced monthly reporting work from hours to a repeatable weekly operating flow.
Fewer escalations
Earlier risk visibility
Negative trend changes were flagged before stakeholder calls with a clearer action plan.
Complete case study
Baseline context
A multi-client agency ran review reporting through manual analyst workflows. Data extraction, categorization, and narrative preparation were different for each account, which created inconsistency in quality and strategic recommendations.
Critical negative shifts were often discovered late, which forced reactive communication and reduced stakeholder trust in the reporting process.
Intervention design
The team introduced one standardized operating rhythm: daily signal intake, weekly prioritization, and monthly executive narrative. They defined shared categories, escalation thresholds, and owner responsibilities per account.
This shifted reporting from person-dependent craft work toward a repeatable system that scaled across the full client portfolio.
Results and learning
Reporting effort dropped while consistency improved. Risk patterns were surfaced earlier, giving account teams more control before stakeholder escalation.
Most importantly, strategy conversations improved because recommendations were anchored in recurring evidence clusters instead of isolated comments.
Rollout plan
Weeks 1 to 2
Setup and baseline
- Connect core sources
- Define reporting taxonomy
- Establish baseline KPI view per client
Weeks 3 to 4
Operational adoption
- Enable priority routing
- Assign owner and SLA
- Roll out first executive summary cycle
Month 2+
Scale and standardize
- Build cross-client benchmarks
- Automate quality checks
- Standardize strategic recommendation format
What agencies need to solve
- Client review data is spread across platforms and accounts.
- Manual weekly reporting burns account management capacity.
- Escalations and response workflows are hard to standardize.
Agency playbook with Proofio
- Connect each client workspace and source stack in one dashboard.
- Use shared report templates with client-specific benchmarks.
- Automate issue detection for negative trend changes and low-rating clusters.
Typical outcomes
FAQ
Yes. Agencies can run isolated client workspaces while keeping one standardized reporting flow.
Ready to move from reviews to insights?
Proofio helps teams transform customer feedback into trends, comparisons and decisions.