Monthly client report template
Template pack for marketing agencies
For freelancers and tools that want agency owners on their list.
Swipe file
How to explain a bad month to your client
How to use this swipe file
Give this to account managers in your handbook or share it on LinkedIn. Account teams who dread the monthly call will recognise the problem.
What is inside
When results are downSay it first, give the reason and say what you will do.
When a target is missedOwn it.
When a request is out of scopeSay yes kindly. Then name the price.
When the plan needs to change
When the client is unhappyDo not argue on the first call.
Three title ideas for your own version
How to explain a bad month to your client
What to say when the results are down
Client conversation wording for marketing agencies
Where to promote it
Your account team handbookLinkedIn postsyour newslettera link in your onboarding pack
Why give account teams wording for a bad month?
Clients forgive a bad month far more readily than a vague one. Honest, specific wording keeps retainers alive and saves account managers a lot of stress.
Make this swipe file your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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