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Example Agency Portfolio

An agency managing eight clients, including skincare, language courses, family law and payroll services.

Monthly Analysis · September 2026 / August 2026

Sample analysis with illustrative findings.

Executive summary

Two of eight clients deserve focused performance investigation: advertising returns at Example Skincare and mobile forms at Example Language School. Example Family Law lacks current data, which is kept separate from poor performance. Example Payroll improved after a reported form change. No material finding was selected for the other four clients this period.

Businesses8Assessed separately
To investigate2Illustrative priorities
Missing data1Not zero performance
PARSE 01

Example Skincare: a 50% larger budget is producing only modest extra value

Google Ads spend rose from £8,000 to £12,000, while purchase conversion value increased just 8%. ROAS fell from 2.5× to 1.8×.

The extra budget is buying very little additional value. Investigate where that increase was spent before recommending another expansion.

Explore the evidence

August and September 2026

MeasurePreviousCurrent
Client ad spend£8,000£12,000
Client purchase value£20,000£21,600
PARSE 02

Example Language School: the enquiry loss is concentrated in mobile forms

There were 220 mobile form starts, but only 33 submissions, compared with 60 last month. Completion fell from 30% to 15%.

Desktop completion stayed unchanged. That separation makes the mobile enquiry journey the first place to investigate, rather than treating the result as an account-wide advertising problem.

Explore the evidence

August and September 2026

MeasurePreviousCurrent
Mobile starts200220
Mobile forms6033
Desktop forms3030
PARSE 03

Example Family Law: current performance is unknown, not zero

The last complete GA4 day is 18 September. The latest connection check requires renewed access, so later dates have not been treated as zero-session days.

There is no supported current traffic or enquiry decline to report. Restore the connection first, then assess performance once the missing period is available.

Explore the evidence

August and September 2026

This client’s last complete data is from 18 September. Later days are unknown, not treated as zero.

PARSE 04

Example Payroll: form completion improved after the reported change

The form change was marked complete on 14 September. Comparing 1–7 September with 15–21 September, submitted forms increased from 28 to 49 with the same number of form starts. Completion rose from 20% to 35%.

Advertising spend was also unchanged at £1,400 in each seven-day window. The subsequent result is encouraging; the useful next follow-up is whether it persists, rather than repeating the original problem as unresolved.

Explore the evidence

1–7 September and 15–21 September

MeasurePreviousCurrent
Form starts140140
Form submissions2849
Ad spend£1,400£1,400
About these numbers

Submitted forms are not confirmed course enrolments or client contracts. Clients have separate permissions and scopes; revenue and ROAS are not pooled. Connection failure is separate from performance decline. The completion date is owner-reported; subsequent improvement is observed, not proof of causation.

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