Eight clients on Smartlead, four on Instantly. our reporting workflow is still a Frankenstein of screenshots, spreadsheets, manual notes, and Loom walkthroughs. Last week I burned nearly three hours just stitching client updates together.
Managing multiple outbound accounts feels like playing whack-a-mole with campaign names that were never designed to play nice together. the real bottleneck isn't the charts or the dashboards - it's normalisation. every client uses different naming conventions, statuses, and funnel stages. You solve that discipline problem first, before you even think about tooling.
Clients skim the reports. What they actually notice is whether you understand what changed and what you plan to do next. keep the stack boring - pull Smartlead and Instantly into one sheet or Looker Studio view, then add a manual weekly note with three sections: what moved, why we think it moved, the next test.
Someone mentioned using Claude Code on a scheduler. that makes sense if you trust the output - clients just want to know you see the problem and have a next move. But honestly, the most annoying part remains campaign name hygiene across accounts. Fix that before you build more internal tooling.
Curious how others handle this once you cross the five-client threshold. what's your actual reporting stack? Do you aggregate by workspace or is it still manual drudgery?
