They leave because they never saw the results. ApexReport turns your Instantly and Smartlead campaigns into branded client reports that prove the value you're creating — meetings, pipeline, ROI — so your clients can see it, and stay.
Founding cohort — 25 agencies at $299/mo, locked for life · first month free
Welcome back — here's what's happening
Product preview — example client data.
Built for the tools you already run
Connected by native API — one click, no exports.
Cold outreach is lumpy. Quiet weeks, then a run of booked calls. But in the quiet stretches, your client sees one thing: the invoice. They can't see the pipeline you're building — so they decide it isn't working, and walk right before it pays off.
Here's the uncomfortable part: clients leave more often over what they can't see than over how campaigns actually perform. And one retainer out the door is tens of thousands a year in lost revenue — usually a perception problem, not a performance one.
In AgencyAnalytics' 2025 Marketing Agency Benchmarks Report, agency leaders ranked strong client relationships (81%) above campaign performance (49%) as the biggest driver of retention.
Your client never bought opens and reply rates. They bought meetings, pipeline and revenue. The gap between what you do and what they understand they're getting is where retainers die — and most agency reporting widens it by showing activity instead of outcomes.
ApexReport closes it: it brings your campaign activity and the deals you're closing into one branded report — meetings booked, pipeline created, deals closed, ROI on their spend — in the language they actually care about, on a schedule.
Think AgencyAnalytics, built for cold outreach.
Link Instantly or Smartlead by API. Campaign activity pulls in automatically — no exports, no spreadsheets.
Add meetings and deals as they land — a few seconds when something moves. ApexReport turns them into pipeline, closed-won and ROI. You log the wins; we don’t guess them.
Your logo, your colors, your cadence. Each report is drafted with an AI-written narrative for you to review and approve — then it sends on autopilot.
Your first branded report is ready in under 10 minutes.
A polished report and a live portal that answer the only question on your client's mind: is this working? Meetings booked. Pipeline in motion. Deals closed. ROI on their retainer. Plus an AI-written narrative that reads like your sharpest account manager wrote it — what happened, and what's next. You review and approve every report before it sends.
Brightwave Capital booked 18 meetings and built $148k in open pipelinethis period. $7.2k closed against their $3k retainer — a 2.4× return — across 3 campaigns, up 22% month over month. The founder-angle sequence outperformed the control by 1.7×. Next period we're scaling the winning variant and testing two new subject lines to push meetings past 20.
Product preview on example client (test) data, labeled throughout. No customer data, no testimonials.
The honest version: ApexReport is new, so we won't quote you a retention number we haven't earned. Here's the mechanism instead. Clients churn in the silence between results — when they can't see the value, they assume it isn't there. ApexReport puts the meetings, pipeline and ROI in front of them every period, in your brand, on schedule. There's no silent stretch left for doubt to grow in.
And keeping clients matters more than ever: winning new business is agencies' #1 operational challenge, and has been for three years running (AgencyAnalytics' 2025 benchmark) — which makes the clients you already have the cheapest growth you've got.
This is the outcome the product is built to drive. The proof is your first month, free, on your own clients.
One click generates a Call Prep Brief — every metric, every win, the full narrative for that client — before you get on the call. No scrambling, no “let me pull that up.” When a client asks what they're paying for, the answer's already in front of you, with the numbers behind it. It's built for you; your clients never see it.
Your logo, your colors, a clean branded report and a live portal — instead of a spreadsheet screenshot at 11pm. The same data, presented like the premium agency you're asking clients to pay premium rates for. Every report is fully white-labeled and reviewed by you before it goes out.
Manual reporting scales with your roster — pull the data, format it, write it up, send it, per client, every period. ApexReport automates the build. You log your pipeline and approve the draft; the rest is done.
Even at a conservative 30 minutes per client per month, a 15-client roster is roughly 90 hours a year you stop spending on copy-paste and formatting — and the heavier your current reporting, the more comes back. Set it up once; it runs on the schedule you choose.
Your first month is free, and your founding rate never increases for as long as you stay. The window closes when all 25 spots are filled.
One retained client pays for ApexReport for years. Agencies lose roughly 15–25% of clients a year — so most lose at least one. At $299/mo, it's a fraction of a single retainer.
ApexReport is new — so your first month is free. See it work on your own clients before you pay a cent. No contracts, cancel anytime.
Most agency reports show sends, opens and reply rates — activity your client can’t translate into whether they’re getting their money’s worth. ApexReport reports the outcomes they bought: meetings, pipeline, closed deals, ROI. Same data, in their language.
Fair. ApexReport is new, and we’re not going to invent testimonials. That’s exactly why there’s a live preview of the real product and a free first month — so you can judge it on your own clients, not on our claims. It was built because the existing reporting tools ignore cold outreach entirely.
If you run Instantly or Smartlead, yes — native API, one click to connect, no exports.
You log meetings and deals as they happen — a few seconds when something moves. ApexReport turns them into pipeline, closed-won and ROI, and pairs them with the campaign activity it pulls automatically. You stay in control of what your client sees.
They don’t have to. The branded report lands in their inbox on your schedule; the portal is there for the ones who want to dig in. The point is the value is never invisible.
Your platform connections are encrypted and yours to control — revoke anytime. Clients only ever see the branded report and portal.
Your first month is free and you can cancel anytime — you only pay if it earns its place.
Founding members get hands-on setup and a price locked for life, and we can only do that well for a small first group. A thank-you for early trust, not a fake countdown.
Proof of the value you're already creating — in their language, on autopilot.
Founding cohort — 25 of 25 spots open · first month free · $299/mo locked for life