Caso de uso

Proofio para agencias

Gerencie inteligencia de reviews como um servico escalavel para clientes.

Agencias usam Proofio para centralizar reviews de varios clientes, padronizar relatorios e transformar feedback em recomendacoes 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

Conecte cada workspace de cliente e suas fontes em um dashboard.

Step 2

Use templates de relatorio compartilhados com benchmarks por cliente.

Step 3

Detecte automaticamente quedas de tendencia e clusters de notas baixas.

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

Desafios comuns

  • Dados de reviews ficam espalhados em varias plataformas e contas.
  • Relatorios manuais consomem muito tempo da equipe.
  • Escalacoes e respostas sao dificeis de padronizar.

Playbook de agencia com Proofio

  • Conecte cada workspace de cliente e suas fontes em um dashboard.
  • Use templates de relatorio compartilhados com benchmarks por cliente.
  • Detecte automaticamente quedas de tendencia e clusters de notas baixas.

Resultados tipicos

Ciclos de relatorio mais rapidos e consistentes.
Conversas mais estrategicas com base em dados reais de clientes.
Maior retencao de clientes com ganhos de confianca mensuraveis.

FAQ

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

Começar agora

Pronto para passar de avaliações para insights?

O Proofio ajuda equipes a transformar feedback do cliente em tendências, comparações e decisões.

Proofio para agencias | Proofio