Performance marketing agency

Trovant Media: Automated Reporting for a Performance Agency

Daily cross-channel reporting replaced weekly spreadsheet work and connected advertising spend to CRM bookings by service type.

3 weeks

Initial delivery timeline

4–6+

Manual reporting hours saved each week

Daily

Cross-channel data updates

Overview

What was broken, and what had to be true.

Trovant Media, a performance marketing agency specializing in health and beauty clients, was drowning in manual reporting. Every week their team spent hours creating spreadsheets comparing month-over-month performance across TikTok, Google Ads, and Facebook Ads, then manually reconciling lead data from Liine CRM.

Maven delivered a comprehensive automated reporting solution in weeks, integrating marketing platforms and CRM data into a centralized BigQuery warehouse with real-time Looker Studio dashboards. The team eliminated manual weekly reporting and gained cost-per-lead and cost-per-booking visibility by platform and service type.


The challenge

The reporting layer could not support the decision.

Trovant Media struggled with manual weekly spreadsheet reporting, hand-built month-over-month comparisons, reconciling ad-platform leads with Liine CRM bookings, no automated cost-per-booking metric, and no visibility into performance by service type.


The implementation

One governed workflow from source to output.

Maven delivered an automated reporting system in three weeks: Maven connectors + BigQuery + dbt in week one, Liine CRM matching and cost metrics in week two, and four Looker Studio dashboard views in week three.

Implementation · Automated reporting · CRM reconciliation · Marketing data infrastructure


The approach

How the system was built.

Phase 1: Data integration & modeling (week 1)

Configured Maven connectors for TikTok, Google Ads, and Facebook; stood up BigQuery; developed dbt models for business metrics; and established daily sync schedules.

Phase 2: CRM integration (week 2)

Connected Liine CRM, mapped ad-platform leads to CRM records, automated cost-per-lead and cost-per-booking metrics, and added discrepancy detection between platforms.

Phase 3: Dashboard development (week 3)

Shipped four views: platform overview with real-time CPL/CPB, week-over-week trends, Facebook/TikTok forms analysis by service type, and day-over-day trend tables.

  • Google BigQuery for warehousing
  • Maven connectors for extraction
  • dbt for modeling and transformations
  • Looker Studio for responsive dashboards with export

The outcome

What changed for the team.

  1. Manual weekly spreadsheet reporting eliminated

  2. Metrics update daily instead of weekly

  3. True cost per booking unlocked via automated CRM matching

  4. Service-level insights by platform available for the first time

  5. 4–6+ hours saved per week and redirected to optimization

This dashboard transformed how we operate. We went from spending hours every week creating reports to having real-time insights at our fingertips. Being able to see cost per booking by service type across all our platforms has dramatically accelerated how quickly we optimize campaigns.

Jonathan Wallace · Founder, Trovant Media

Put client reporting on Autopilot.

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