Proofio pour les agences
Gerez l intelligence des avis comme un service client evolutif.
Les agences utilisent Proofio pour centraliser les avis de plusieurs clients, standardiser les rapports et transformer les retours en recommandations strategiques.
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
Connecter chaque espace client et ses sources dans un seul dashboard.
Step 2
Utiliser des modeles de rapport partages avec des benchmarks par client.
Step 3
Detecter automatiquement les baisses de tendance et les clusters de notes faibles.
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
Defis frequents
- Les donnees d avis sont dispersees sur plusieurs plateformes et comptes.
- Les rapports manuels consomment beaucoup de temps cote account management.
- Les escalades et les workflows de reponse sont difficiles a normaliser.
Playbook agence avec Proofio
- Connecter chaque espace client et ses sources dans un seul dashboard.
- Utiliser des modeles de rapport partages avec des benchmarks par client.
- Detecter automatiquement les baisses de tendance et les clusters de notes faibles.
Resultats typiques
FAQ
Yes. Agencies can run isolated client workspaces while keeping one standardized reporting flow.
Prêt à passer des avis aux insights ?
Proofio aide les équipes à transformer les retours clients en tendances, comparaisons et décisions.