How Agencies Use Automated Screenshots for Client Reporting

Marketing agencies, web design firms, and service providers use automated screenshots to streamline client reporting. This guide shows how agencies leverage PeekShot to save time and deliver professional reports.

Agency Pain Points

Before automation, agencies face challenges:

• Manual screenshots: Time-consuming to capture screenshots manually

• Time-consuming reports: Assembling reports takes hours each month

• Inconsistency: Different team members capture differently

• Missed deadlines: Manual work leads to delays

• Scalability issues: Hard to scale as client base grows

How PeekShot Solves This

Scheduling

Automate screenshot capture:

• Set up once, runs automatically

• Consistent timing and settings

• No manual intervention needed

• Scales to many clients

Project Organization

Organize screenshots by client:

• One project per client

• Easy to find and manage

• Clear separation of work

• Professional organization

Automation

Fully automated workflows:

• Screenshots captured automatically

• Organized by client automatically

• Ready for report assembly

• Minimal manual work

Workflow: Setup Jobs → Automatic Captures → Organized by Client → Deliver

1. Setup Jobs

For each client and URL:

1. Create a project for the client

2. Set up scheduled jobs for their websites

3. Configure capture settings

4. Test to ensure captures work

2. Automatic Captures

Screenshots are captured automatically:

• No manual work required

• Consistent timing

• Reliable execution

3. Organized by Client

Screenshots are automatically organized:

• Grouped by project (client)

• Easy to find and access

• Clear organization

4. Deliver

Assemble and deliver reports:

• Download screenshots from File Manager

• Use webhooks to automate report generation

• Integrate into reporting tools

• Deliver to clients

Project Organization Tips

One Project Per Client

Best practice for agencies:

• Create a project for each client

• All client screenshots in one place

• Easy to manage and access

• Clear separation between clients

Naming Conventions

Use consistent naming:

• Client name in project name

• Include date or period if needed

• Descriptive and clear

Multiple URLs Per Client

For clients with multiple sites:

• All URLs in the same project

• Or separate projects per site

• Choose based on reporting needs

Best Practices

White-Labeling

For client-facing reports:

• Download screenshots and use in your own reports

• Remove PeekShot branding if needed

• Present in your agency's format

Client Communication

• Explain the automated process to clients

• Show value of consistent monitoring

• Highlight time savings

Billing

• Factor screenshot costs into client pricing

• Use project organization to track costs per client

• Monitor credit usage

Quality Control

• Review screenshots before including in reports

• Monitor for failures

• Ensure consistent quality

ROI and Time Savings

Automated screenshots save agencies:

• Time: Hours of manual screenshot work each month

• Consistency: Uniform captures across all clients

• Scalability: Handle more clients without proportional time increase

• Reliability: Never miss a scheduled capture

• Professionalism: Consistent, high-quality reports

Related Guides

• Reports: See Creating Recurring Screenshots for Reports

• Scheduling: See How to Schedule Recurring Website Screenshots