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Guides for running a small agency
Practical, opinionated write-ups on the unglamorous half of agency work — operations, monthly client reporting, content approvals, retainers and invoicing. They come from the team building ThodaLogic Ops, which was itself built inside an agency, so every claim maps to something the product actually does today rather than a wish-list.
Start with agency operations if you want the big picture, or jump straight to client reporting if month-end is your bottleneck. The reporting guides go metric by metric for Google Analytics, Instagram and Shopify — what to include, what to skip, and how to get the “versus last period” comparison right. Each guide links through to the relevant feature so you can see how it works in practice.
A practical guide to agency operations
What agency operations actually covers — deliverables, approvals, capacity, invoicing and team admin — and how to run it without stitching six tools together.
Read the guide →GuideHow to run monthly client reporting
A repeatable process for monthly agency client reports: which sources to connect, how to get the "vs last period" maths right, and what the client sees.
Read the guide →GuideWhich GA4 metrics belong in a client report
The GA4 metrics clients actually understand — sessions, users, conversions, engagement — presented with an accurate previous-period comparison.
Read the guide →GuideInstagram reporting metrics that matter
The Instagram metrics worth putting in a monthly agency report — followers, reach, engagement, top posts — and how to compare them to the real previous period.
Read the guide →GuideShopify reporting for agencies
For agencies with Shopify clients: the commerce KPIs to report monthly — revenue, orders, AOV, new customers, top products — with an honest period comparison.
Read the guide →GuideBuilding a content approval workflow
A content approval workflow that ends "we never approved that": an internal check, the client's own sign-off in a scoped portal, and a full decision log.
Read the guide →GuideTracking retainers and invoices
Keep retainers visible and invoicing boring: contract value on every client card, GST-ready invoices with terms, and paid invoices that auto-post income.
Read the guide →ComparisonSpreadsheets vs a connected workspace for agency ops
Where spreadsheets stop working for agency operations — shared state, approvals, reporting maths, and month-end — and what a connected workspace changes.
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