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Monthly client report

A one-page report structure clients actually read: results against the goal, what worked, what changes next.

When to use it: On the same day every month. Lead with the goal you agreed, not with vanity numbers.

[Client] · [Month] report

The goal and where we are

Goal: [e.g. 30 booked consultations a month from social]

This month: [26] (last month [19]) · Trend: [up / flat / down]

Three numbers that matter

Measure This month Last month Note
[Primary result]
[Leading indicator, e.g. profile visits]
[Efficiency, e.g. cost per lead]

What worked

  • [Post or campaign]: [result], because [reason]

What didn't

  • [Post or campaign]: [result]. We think [reason].

What we'll change next month

  1. [Specific change]
  2. [Specific change]

Decisions we need from you

  • [Approval, budget, access, feedback] by [date]