One reporting setup for all your clients. Without their logins.

Every client, a different report.

You pull numbers from five platforms. You paste them into a template that only works for this one client. You ask for yet another login. And with every new client, you start again.

You can fix that once. With one setup that works for every client, so each new client simply plugs in.

Who Optimize is for

• Freelance marketer. You report for several clients and lose hours every month. You want one structured way that works for each of them, without collecting their logins.
• Agency owner. Tool costs and reporting hours grow with every client. So does the list of client logins your team has to manage.
• Marketing team lead. Your data sits on a colleague's personal account. Nobody owns the setup. When someone leaves or the team grows, it breaks.

No logins. Not for me, not for you.

I never ask for your logins. You walk me through your setup on screen share, and you stay in control.

The setup I help you design works the same way for your clients. They keep their own accounts. You don't need their passwords to report on their results.

Everything lives on accounts owned by whoever owns the data. So when a freelancer leaves, or a colleague changes jobs, nothing disappears with them.

How it works

1. Step 1.Intake, 90 minutes, €500 excl. VAT.

   You show me your current setup. I explain the three-layer model with your own situation, and you get a first read on where it breaks and what it costs you. Book the diagnostic within 30 days and the €500 excl. VAT is fully credited.

2. Step 2.Diagnostic, two weeks, €2.500 excl. VAT.

   You receive five things: a map of your current setup, a target setup with a named tool for each layer, a phased roadmap, who owns what, and a section on security and GDPR.

3. Step 3.Implementation retainer, optional, €1.250 excl. VAT per month.

   You build, I stay alongside. One written check-in per week, one 2-hour session every two weeks, preparation and documentation included. For one freelancer or one team of up to five people.

Three layers. As many outputs as you need.

Every reporting setup does three things, in this order. Most setups skip the middle one.

1. 1.Fetch.

   Get the raw numbers out of your channels. This is where the tool costs sit.

2. 2.Remember.

   Store everything in one fixed structure, plus the goals no tool gives you. This decides whether your setup still works at client number eight.

3. 3.Analyse.

   Compare against goals, flag what is off, and put it into words.

On top of that: a client dashboard, a chat on your data, an AI summary every Monday. Whatever fits. Different windows, the same numbers.

What you keep

• A map of your setup that anyone can read.
• A roadmap you can follow without me.
• A clear owner for every part.
• Documentation, so the next person, or the next client, starts faster.

You build. I guide.

I don't build dashboards, configure tools or write code for you. You do, with my help. That is how you end up owning it, for real.

My advice is independent martech stack advice: I recommend tools on fit. For a few tools I have an affiliate link. They are marked on my Tools page, and I mention it when I recommend one.

I am responsible for the route: the setup, the order and the roles. What you build with it stays yours.

Projects and tools

• See all references
• See the tools I work with