How to use this template pack
Offer this to agency owners who dislike reporting. It leads with a one line summary, then goals, results, what worked and what did not.
What is inside
- Section 1: The one line summaryThis month in one line: [headline result, with the number and the target].
- Section 2: Headline numbersEnquiries
- Section 3: Goals and resultsGoal: [goal from the brief].
- Section 4: What workedWhat: [campaign or channel].
- Section 5: What did not workWhat: [campaign or channel].
- Section 6: Work completed[item one], live on [date], [link].
- Section 7: Spend and budgetPlanned spend: [amount].
- Section 8: Next monthPriority one: [action and expected effect].
Three title ideas for your own version
- The monthly client report
- One page agency report template
- Client reporting without the headache
Where to promote it
- agency owner communities
- partner newsletters
What should a monthly client report include?
A short summary, goals and results, the key numbers with explanations, what worked, what did not, work completed and plans for next month.
Make this template pack 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.
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