Any report
Executive summary, accounts, campaigns, spend to pipeline, AI visibility, sales hand-off and more.
Automated reports
The Monday report,
already in everyone's inbox.
The ABM report that takes someone half a day every month should not need a person. Pick a report, the period and the people, and IntentBid e-mails it as a PDF, a CSV or both: daily, weekly, monthly or quarterly. Agencies send it white-label with the client's logo.
14 days free · From $99 a month · Cancel anytime · No media markup
Engaged accounts+42% vs last month
191accounts
39 / 70target list
29hot
Your schedule
Daily, weekly on a weekday, monthly on a day, or quarterly. Sent at 07:00 UTC.
The right period
Last 7, 30 or 90 days, last month, month to date, last quarter or quarter to date.
White-label
Client-ready reports with the client's logo and no IntentBid branding, on the Agency plan.
What a schedule contains
| Setting | Options |
|---|---|
| Report | Any report in IntentBid, with its filters (stage, channel, target accounts) |
| Format | PDF, CSV or both |
| Recipients | Up to 10 e-mail addresses, inside or outside your team |
| Frequency | Daily, weekly, monthly, quarterly |
| Period | Last 7/30/90 days, last month, month to date, last quarter, quarter to date |
| Branding | Your own, or white-label for an agency client |
Every report compares with the previous period. Claude's written commentary, if you added it, prints with the report.
A rhythm that works
- Weekly, Monday, last 7 days: sales hand-off to SDRs and AEs, the accounts that moved stage.
- Monthly, 1st, last month: campaigns and accounts report to the marketing team.
- Quarterly, last quarter: spend to pipeline and revenue attribution for leadership and finance.
Pricing
Four plans, more in every one. Start free for 14 days, no card.
Your own ad accounts, no media markup. Ads and reports never use credits. Standard includes $25 of credits a month.
Straight answers.
Do recipients need an IntentBid login?
No. The PDF and CSV arrive as attachments and links. Anyone can read them.
Do scheduled reports use credits?
No. Reports never use credits. Only optional AI commentary written by Claude does.
Can I send different reports to different people?
Yes. Create as many schedules as you need, each with its own report, period and recipients.
Can agencies brand them per client?
Yes. On the Agency plan each client profile can send white-label reports with its own logo.
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