Reporting that scales past your second client
Send polished, AI-narrated client reports to Slack Connect or email on a schedule. No more Sunday night decks.
When you have one client, hand-building the weekly report is fine. At three clients, it eats your Sunday. At seven, you cap your business at the number of decks you can build before Monday morning. Chartcastr Pulses replace the build. Each client gets their own scheduled Pulse from their data sources to their channel. You spend the time you used to spend reporting on the work clients are paying you for.
Solid paid week, organic compounding nicely, retainer pacing on target. Forward to the client as-is or wait for the scheduled Monday delivery — your call.
Hours back every week
A typical 5-client freelance practice spends 6 to 10 hours a week building reports. Pulses move that to under an hour for setup and review.
White-labelled to the client channel
Pulses post into a Slack Connect channel branded to the engagement. Clients see polished updates, not a vendor app trying to sell to them.
Charts and commentary, not just numbers
AI summary writes the "what changed and why it matters" paragraph for each delivery. Clients ask follow-ups in the thread.
A retention play disguised as reporting
Clients who get steady, on-time updates renew. Clients who get nothing between calls drift. Pulses keep you visible without you having to chase.
Email for clients not in Slack
Some clients live in their inbox. Send the same Pulse as an email. Same source, different format, no extra build.
One workspace, every client
Switch between client orgs from a single login. Each client has their own Pulses, their own destinations, and their own data sources.
Setup, end to end
- 1
Add the client as an organisation
Each client gets their own org inside your Chartcastr workspace. Sources, Pulses, and destinations are scoped per org. Switch between them from one login.
- 2
Connect the client data sources
Google Sheets for tracker data, Shopify, ad platforms via OAuth, Search Console via Sheets export, Xero or HubSpot if relevant. The client OAuths once.
- 3
Pick the destination per Pulse
Slack Connect channel for clients in Slack, email for clients in their inbox, Microsoft Teams or Google Chat if they prefer. Each Pulse delivers to wherever the client lives.
- 4
Schedule the recurring updates
Most freelancers wire one weekly summary Pulse and one daily pacing Pulse per client. Set once, runs from then on.
- 5
Add a thread review habit
Glance at each Pulse before the client opens it. If something looks off, fix the source or the threshold before the client asks. Clients see polish; you see the operational view.
Common questions
How is this different from Looker Studio or a Sheets dashboard?
Dashboards require the client to log in and look. Most do not. Pulses push the chart and a paragraph of context to the channel the client already reads. Different shape of the same data.
Can clients ask questions in the thread?
Yes. @mention Chartcastr in the Slack thread and the AI answers from the Pulse data and any context you have attached. Reduces the "can you pull X for me" Slack DMs.
What if the client wants a custom metric I track in a spreadsheet?
Connect the Google Sheet directly. Most freelancers use a per-client KPI tracker spreadsheet anyway. Chartcastr reads it like any other source.
Pricing-wise, does this work for a small practice?
Yes. The flat per-workspace fee covers all your clients in one workspace. As you add clients you do not buy seats, you add organisations.
Ship your first Pulse this week
Most setups take around 10 minutes from connecting a source to receiving the first scheduled delivery.
