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operate · module · Reporting

CDF

Client Deliverable Factorybeta

Templated PDF/HTML deliverables for agencies at volume.

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The job

Templated PDF/HTML deliverables for agencies at volume.

Input
  • Your website URL
  • A short digital intake
Output
  • Template library
  • Batch rendering

Compatible Operating Systems

What you get

How it gets done (without you)

  1. Collect connected data sources
  2. Compose report spec (What/So what/Now what)
  3. Render PDF/HTML
  4. QA (no placeholders, sources cited)
  5. FINT reviews and approves
  6. Email + portal
  7. Record
  8. Schedule next period

Your time required: a quick look at the result before it goes live. Billing: monthly, cancel anytime. Usage included.

Get started

This one is scoped to your business. Get a written recommendation with the price within one business day, or have us set it up. No call required.

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Rather have it done for you?

white-label / agency

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