Caso de uso

Proofio para agencias

Gestiona inteligencia de resenas como un servicio escalable para clientes.

Las agencias usan Proofio para centralizar resenas de varios clientes, estandarizar reportes y convertir feedback en recomendaciones estrategicas claras.

Who it's for

Performance agenciesBrand agenciesAccount teams

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

Reporting overhead

-40%

Less manual reporting work across client accounts.

Escalation time

<24h

Faster response to critical review trend changes.

Client retention

+15%

Stronger retention through measurable trust outcomes.

Deep workflow

Step 1

Conecta cada workspace de cliente y todas sus fuentes en un dashboard.

Step 2

Usa plantillas de reporte con benchmarks por cliente.

Step 3

Detecta automaticamente caidas de tendencia y clusters de baja calificacion.

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

Retos comunes

  • Los datos de resenas estan repartidos en muchas plataformas y cuentas.
  • Los reportes manuales consumen demasiado tiempo del equipo.
  • Las escalaciones y respuestas son dificiles de estandarizar.

Playbook de agencia con Proofio

  • Conecta cada workspace de cliente y todas sus fuentes en un dashboard.
  • Usa plantillas de reporte con benchmarks por cliente.
  • Detecta automaticamente caidas de tendencia y clusters de baja calificacion.

Resultados tipicos

Ciclos de reporte mas rapidos y consistentes.
Conversaciones mas estrategicas basadas en datos reales de clientes.
Mayor retencion de clientes con mejoras de confianza medibles.

FAQ

Yes. Agencies can run isolated client workspaces while keeping one standardized reporting flow.

Empezar ahora

¿Listo para pasar de reseñas a insights?

Proofio ayuda a los equipos a transformar el feedback del cliente en tendencias, comparaciones y decisiones.

Proofio para agencias | Proofio