Marketing AgencyTransferable systems experience

LiveDove Media

Manual weekly reporting replaced with connected live dashboards

See how LiveDove Media connected Meta advertising data, Google Sheets, Apps Script, and Looker Studio for recurring client reporting.

Evidence review updated

Project overview

Client
LiveDove Media (Meta Ads Agency)
Original industry
Marketing Agency / Media Buying
Implementation
Google Apps Script + Meta Ads API + Google Sheets + Looker Studio
Evidence status
Project-specific; not independently audited
  • Reporting
  • Dashboards
  • Data integration

THE STARTING POINT

The operating problem

The agency was repeatedly exporting advertising data and preparing static client reports by hand instead of maintaining a connected reporting view.

THE IMPLEMENTED SYSTEM

What Systemify delivered

See how LiveDove Media connected Meta advertising data, Google Sheets, Apps Script, and Looker Studio for recurring client reporting.

Tools and platforms

Google Apps Script · Meta Ads API · Google Sheets · Looker Studio

SECURITY & HUMAN CONTROL

Brokerage data stays governed. Material deal decisions stay human.

We design business broker systems around least-privilege access, documented data flows, protected credentials, traceable activity, and approval gates. Systemify does not use client information to train its own models. When a workflow uses an external AI provider, its purpose, data fields, and retention approach are documented and approved before client data is transferred.

Human approvalfor valuations, matching, outreach, CIMs, analysis, LOIs, and consequential communications
Client-controlled accessMFA and role-based permissions where supported, with credentials kept out of workflow payloads
Project-level governancedata-flow map, provider register, retention rules, deletion plan, and incident contacts
Review our security approach

PUBLISHED RESULTS

Operational comparison

The implemented system automated data refreshes and made reporting dashboards available between reporting cycles. Time savings and unlimited scaling are not published without measured records.

Comparison pointBeforePublished outcome or configurationEvidence basis
Data refreshPrepared manually on a weekly cycleAdvertising data pulled on a scheduled daily cycleImplemented workflow behavior
Client reportingStatic reports prepared by the teamConnected Looker Studio dashboardsDelivered reporting system

WHY THIS MATTERS TO A BUSINESS BROKER

A transferable operating pattern—not a brokerage claim

Shows how recurring reporting can be replaced with connected data flows and live dashboards for clearer pipeline and performance visibility.

Your brokerage’s data, tools, process, market, and results will differ. We assess those conditions before recommending an implementation.

Start with your brokerage’s actual constraint

We will examine your buyer and seller pipeline, data, tools, handoffs, and approval requirements before proposing a system.

Talk to a Broker Systems Expert