Info From Don Roberts - AppSumo and Oviond

AppSumo and Oviond

One of the big things I'm doing right now is getting something in place that every client of mine wants, should get, but has been a PITA to do since Day 1. It's Performance reporting. 

In the early days, I was manually creating monthly performance reports for my clients. It took too long to prepare a decent report for each client. Then, I started slacking off in even doing the reporting - until I realized 6-months to a year has gone by. I knew I needed to be better at this but just kept putting this off.

I talked with Patrick before posting this. AppSumo has a special offer (that may expire relatively soon) for a service called Oviond (https://appsumo.com/oviond/). It's an automated client reporting system that has numerous integrations. You set it up once for each client, and it sends outperformance reporting on the schedule you want (flexible scheduling options). You can use pre-built reporting templates, modify one of them, or start from scratch.

You can white-label your reports with your logo & colors. You can even give clients access to their dashboard - if they demand more of near real-time visibility.

I'm setting up my clients in Ovidon right now. Regardless of whether I lose a few customers or not during these surreal times, the ones that stay - and the new ones that I will get in the future - will now get nicely done, branded, automated reporting. You can include data from the supported integrations (quite a few with more coming), and you can arrange the data any way you want.

This AppSumo offer has been out there for about 10-days. If what I'm doing resonates with you, if I were you, I would take a look at the offer right away (before they pull it). Once they pull it, I believe contractually that Oviond cannot make the same offer for a year. They had a webinar on this a few days ago - which may be still available to watch. Last I saw, there were 1, 2, or 3 codes available.

Best, Don