A white-label pod is only as useful as what it tells you each week. If the update is vague, your account lead fills the gaps before the client call, and the time you saved on delivery goes back into reporting.
This post sets out what our pods report to a partner agency, week to week, in the workspace you see and in the report your client sees. Everything below is the format we run, as shown on the Inside Prism panels across our site.
Two layers: what you see and what your client sees
White-label reporting has two audiences, and mixing them is how partner details leak into client inboxes. You see the working detail: who owns each task, what is blocked, what we decided and why. Your client sees a report in your templates, written in your voice, that you can forward without editing.
Where the engagement includes it, the working layer is a Prism workspace for that engagement. Your client’s name never enters it; the engagement carries your reference. The client layer is the write-up, which ships in your brand.
| Item | In your workspace | In your client’s report |
|---|---|---|
| Requests and approvals | Every brief and approval, with the owner and due date | Not shown; you decide what to mention |
| Tasks | Each task with one owner and a date; recurring work as routines | What shipped this week, in plain terms |
| Decisions | The decision, what we expect to change, and the date we will check | The decision and its reason, if you choose to share it |
| Figures | Each figure with its state: measured, partial or unknown | The figures your client buys, with caveats kept |
| Who did the work | Named people on our side | Your agency |
What the weekly review contains
The weekly review is a fixed set of rows, the same every week, so a trend is visible without a meeting. Where we run media for your client, there is one row per channel, and last week’s row sits beside this week’s.
- What it cost: media spend from the connected ad accounts, fully loaded with people, tools and retainers where you have shared those costs.
- What it produced: counted in leads the client’s sales team accepted, not form fills.
- The state of each figure: measured, partial or unknown.
- The verdict: what we decided, what we expect to happen and when we will check.
Under the rows sit the decisions taken, the tasks that moved and the caveats that need a decision from you. For build and design work, where there is no media, the rows are deliveries instead: shipped, in review and blocked, per person.
Why every figure carries a state
The fastest way for a white-label partner to embarrass an agency is a confident number that turns out to be a guess. That is why every figure in the review carries one of three states, and the state travels with the number into your report.
- Measured: both the cost and the result were recorded at the level the figure claims.
- Partial: one side was recorded and the other was estimated or shared out, and the figure says so.
- Unknown: not measured. Shown as unknown and kept out of the ratio, never written as zero.
- What was recorded
- Cost and result, at the level the figure claims
- How it is shown
- As the figure, with its state
- What was recorded
- One side; the other estimated or shared out
- How it is shown
- With the figure saying so
- What was recorded
- Nothing: not measured
- How it is shown
- As unknown, out of the ratio, never zero
An unknown is uncomfortable to forward, but it is far easier to explain on a client call than a number your client later finds was invented. When a decision comes back on its check date, it is judged against what we said would happen, and that record stays in the workspace.
What arrives in the first month
The weekly rhythm starts in week one, and the first report ships in your brand at the end of it. Alongside it, the first month produces the documents the rest of the engagement is judged against.
- An engagement brief in your template: scope, owners and review points.
- A delivery plan with increments, acceptance criteria and dates your client can see.
- A client-facing report template, written in your voice and ready to forward.
- An access and confidentiality record: who can see what, and the signed terms.
- An escalation path: who to call when a deadline is at risk, before it slips.
The Inside Prism page shows the workspace screens with sample data, and week one of a dedicated marketing team walks through the first five days.
Where we scale the review down
The full weekly review suits engagements that run for months. It is more than some partners need, and we scale it down rather than send rows nobody reads.
- A one-off overflow brief: we recommend a delivery plan, status at agreed review points and a handover, not a weekly channel review.
- No media, no cost rows. If we only build or design, the review tracks deliveries, not cost per lead.
- Your own reporting tool. If your client already reads a dashboard you run, the write-up goes there in your format, and the workspace stays our working record.
- Prism is not in every scope. It runs where the engagement includes it; where it does not, you receive the weekly written summary listed for that service on the rate card.
