Block-based brief editor
Live data blocks from HubSpot, GA4, Stripe, Linear — no copy-paste from spreadsheets.
/* monthly_brief.tmpl */
heading "Q2 · {{client.name}}"
metric revenue ↑ 18.4%
metric retention ↑ 4.2pp
section"What we did this month"
Pre-launch · Founders Circle · 25 spots
Client reports, sent on Friday. Without writing them.
SendBriefs is the reporting platform for marketing and digital agencies. We're shipping it with 25 founder agencies before public launch — lifetime pricing, co-marketed case study, direct line to the team.
Capped at 25 agencies. Or book a 20-min demo first if you’d rather see it live.
78%
In 78% of agencies, at least three different people touch each client report before it goes out.
11+ hrs
Around 1 in 4 companies spend 11 or more hours every month just building reports — and more than 75% spend at least three.
Friday
The day every agency wants their team back. SendBriefs makes it possible.
A real, rendered brief
This is what your client opens on Monday.
Branded for them, packed with live data, approved in two clicks, scheduled to land at 9am their time. Below is a stylized preview of an actual SendBriefs delivery — no Photoshop, no marketing tricks.
- Per-client branding — their logo, colors, domain.
- Live data tokens — revenue, retention, CAC.
- Inline approval flow with full audit log.
- Engagement analytics on every section.
Northway · Q2 brief
April 2026Revenue
$ —
↑ 18.4%
Retention
$ —
↑ 4.2pp
CAC
$ —
↓ 11%
What we did this month
Plan for May
Sends 1st of every month3 inline comments68% opened · 4m avg read
What changes when you switch
Built to be justified, not just liked.
Reporting is the largest unbilled tax on agency operations. SendBriefs converts it into a system — measurable, automated, and visible to whoever signs off on spend.
4–8 hrs
Recovered per client every month when agencies automate reporting — Databox / SmartBug Media case study. That's the loop SendBriefs is built to remove.
No more 11pm sends
Briefs ship on schedule, not on whoever-can-stay-late.
Per-client white-label
Each client sees their logo, their colors, their domain. Yours stays invisible.
Two-click sign-off
Private review link, inline comments, audit log. Sign-off becomes data.
Read the cited research
In 78% of agencies, at least three people touch each client report before it ships (Fluent, n=104). SendBriefs collapses those handoffs into one approval flow. Click through for the full sources list.
Plugs into your stack
Connect the data you already collect.
Native connectors to HubSpot, Stripe, GA4, Linear, Meta Ads, Google Ads — plus a webhook fallback for anything else.
Browse all connectors“Reporting is the largest unbilled tax on agency operations — and the easiest one to automate.”
Fluent · Where the Time Goes: The Hidden Cost of Marketing Reporting · 2025 (opens in new tab)
Sized for your agency
See what reporting is costing you, before you pay us anything.
Estimated annual time recovered (at 65% reduction)
$34,632
Across 936 hrs of reporting work, freed up for billable use. Adjust the reduction above to model your own case.
Recommended plan
Agency
Reserve at this tierA projection from the inputs above against a 12-month horizon — not a promised outcome. The hours default is sourced (Fluent, 2025); the hourly cost and reduction are your assumptions. Real results vary.
How it flows
From data to delivered, in five moves.
The same template every period. Live data fills in. Branded for each client. Approved in two clicks. Sent on schedule.
1.0 / Connect
HubSpot, Stripe, GA4, Linear, or anything via webhook. Once.2.0 / Templatize
Live data blocks, narrative blocks, per-section approvers.3.0 / Render
Every period, fresh data fills in. Per-client branding applied.4.0 / Approve
Client opens a private link, comments, approves. Audit log forever.5.0 / Send
Weekly, monthly, or triggered. You set the rule, we run it.
HubSpot · Stripe · GA4 · Linear
25 agencies are shipping this with us. Be one of them.
Founders Circle: lifetime pricing, co-marketed case study, direct line to the founders. Or book a 20-minute demo first if you'd rather see it live.
“In 78% of agencies, at least three people touch each client report before it goes out. Reporting is the obvious thing to automate.”