Orchard Financial Marketing’s Migration from Supermetrics to Adzviser: Cutting Costs by 80% with More Reliability

Orchard Financial Marketing is a New Zealand agency founded by Jared Laidlaw after leaving a larger digital firm where he was employee No. 1. The agency acts as a digital adviser for financial advisers, focusing on lead generation for mortgage, insurance, and retirement planning professionals. With a deep focus on performance, they rely heavily on Google Ads and Meta Ads to drive consistent, high-quality leads for clients.

The Challenge: Clunky Setup, Data Issues & Rising Costs

As Jared built his new firm, accurate and reliable reporting became essential. His clients make decisions based on cost-per-lead, spend, and performance trends, numbers that must be correct every single day especially with clients in the financial space attuned to working with mortgage calculations and investment data. Although he had used Supermetrics for years, the tool no longer fit his agency’s needs.

• Slow, clunky onboarding for every new client.
• Recurring data errors, missing metrics, and unexplained refresh failures.
• Minimal support available when issues appeared.
• Costs rapidly rising toward $500/month, plus additional fees per client/account.
• Complicated backend navigation, slowing down daily work.
• Risk to client trust, especially in the financial sector where accuracy is critical.

These pain points pushed Jared to find a solution that was reliable, affordable, and built for agencies that manage multiple client accounts.

The Solution: A Reliable, Flat-Cost Reporting Engine with Better Support

Jared wasn’t simply searching for a cheaper alternative to Supermetrics, he needed a reporting system that was easier to manage, more reliable, and capable of growing with his new agency. When he described his reporting challenges to ChatGPT, it recommended Adzviser as one of the top options to explore. After testing it with a workflow, he found it delivered exactly what he needed: simplicity, accuracy, and flexibility.

Flat Pricing with No Per-Client Extra Fees

Adzviser charges a predictable flat rate, which allows unlimited accounts without additional fees. For Jared, the cost became roughly one-fourth to one-fifth of what he previously paid with Supermetrics, all without sacrificing reliability, functionality, and the existing processes in place.

Smooth Migration Into Existing Looker Studio Workflow

Jared didn’t want to rebuild dashboards or change how clients viewed their performance. Adzviser made it easy to maintain his exact reporting flow:

Google Ads / Meta Ads → Google Sheets → Looker Studio

Daily automated updates kept Looker Studio reports up-to-date and accurate. Jared no longer needed to manually refresh or troubleshoot reports. This allowed him to continue using his existing Looker Studio dashboards exactly as they were, with no need to rebuild or adjust anything.

Simple and Intuitive Client Workspaces

One of the first improvements Jared noticed was Adzviser’s clean client-workspace structure. Instead of navigating clunky backend menus, he could create a workspace for each client, connect their Google Ads, Meta Ads, and Google Analytics accounts, and keep everything organized. This aligned with how agencies usually organize work by client in tools like Slack and ClickUp, making onboarding smoother and faster.

Seamless Google Sheets Integration for Daily Automation

Google Sheets is at the core of Jared’s reporting process, serving as a staging area before data flows into Looker Studio. Adzviser’s Sheets integration allowed him to:

• Automate daily pulls from Google Ads and Meta Ads
• Populate multiple tabs within a single reporting file
• Maintain clean, consistent updates without broken queries

Once configured, with Adzviser’s founder’s guidance, the setup ran flawlessly. As Jared said, “Now it’s up and running and it’s perfect. I don’t have to touch it.”

Responsive, On-Time Support That Makes Setup Easy

During migration, Jared sent Loom videos to explain his workflow and challenges. Adzviser’s support team responded promptly and with clear guidance, walking him through:

• Configuring initial load (backfill) data pulls and setting up lean daily insert processes
• Developing stable, multi-tab reporting files tailored to his unique requirements
• Fine-tuning queries to align precisely with his reporting needs

This personalized support not only ensured a smooth and successful migration, but also helped establish a standardized setup the agency can now apply to every new client it onboards.

The Impact: Zero Reporting Issues, Lower Costs & Total Confidence

Since switching to Adzviser, Orchard Financial Marketing has seen substantial improvements across its reporting operations.

Measurable Improvements

• Zero client complaints about late, missing, or incorrect data.
• Fully automated reporting, saving hours each week.
• Consistent reliability that stays fully aligned with Google and Meta Ads data.
• Substantially reduced reporting costs, making reporting far more scalable as the agency grows.
• Less operational stress, freeing Jared to focus on campaign optimization instead of fixing broken queries.

For a fast-growing agency built on accuracy and trust, Adzviser has become the backbone of their reporting system.

Why Jared Wouldn’t Go Back to Supermetrics, Even at the Same Price

Despite years of using Supermetrics, Jared now says he wouldn’t return, even if they matched Adzviser’s price.
The reason is simple:

• Adzviser is more reliable.
• The workflow is simpler and faster.
• The support is far more helpful.
• The experience comes with no hidden costs, no per-client upsells, and no setup headaches.
• Everything “just works”, which is invaluable for an agency serving financial professionals.

Want to hear more about Orchard Financial Marketing’s success story? Listen to our episode with Jared Laidlaw on Adzviser Youtube Channel.