The Monthly Client Report Template

Client: [CLIENT BUSINESS NAME]
Report period: [MONTH YYYY]
Prepared by: [YOUR NAME]
Date sent: [DATE]

This month in three sentences:
[Write 2 to 3 plain-English sentences covering what the main focus was, what moved, and what comes next. No jargon. Example: "We launched the lead generation campaign and hit 47 new enquiries against a target of 40. The ads settled into a cost per lead of [£/$X], which is below our target range. Next month we scale the top performer and test a new audience."]

Goal vs. result:
[GOAL 1 NAME]: Target [X], Result [Y] [STATUS: Hit / Missed / On track]
[GOAL 2 NAME]: Target [X], Result [Y] [STATUS: Hit / Missed / On track]
[GOAL 3 NAME]: Target [X], Result [Y] [STATUS: Hit / Missed / On track]

Top win this month: [One specific result in plain language. Put a number in it.]
One thing we are fixing: [One honest item you are addressing. Clients trust you more when you name it yourself.]

GOAL: [STATE THE AGREED GOAL EXACTLY AS YOU BOTH DEFINED IT]

Where we are:
- This month: [RESULT]
- Last month: [RESULT]
- Since engagement started: [CUMULATIVE RESULT IF RELEVANT]
- Target: [AGREED TARGET]

What drove it:
[2 to 4 sentences. Be specific. "The increase in leads came from the LinkedIn campaign we launched on [DATE], which generated [X] clicks at a cost per click of [Y]. The landing page converted at [Z%], which is [above/below] our target of [%]."]

What it means for you:
[Translate the number into business language. Not "we got 47 leads" but "47 people raised their hand to speak to your team. At your historical close rate of [X%], that is approximately [Y] new clients worth [Z] in revenue."]

[REPEAT THIS BLOCK FOR EACH AGREED GOAL. 2 to 4 goals is the right number for one report. More than 4 dilutes attention.]

[CHANNEL NAME: e.g. Google Ads / Meta Ads / Email / SEO / LinkedIn / Content]

Key numbers this month:
- [METRIC 1, e.g. Impressions]: [NUMBER] ([UP/DOWN X% vs last month])
- [METRIC 2, e.g. Clicks]: [NUMBER] ([UP/DOWN X% vs last month])
- [METRIC 3, e.g. Conversions / Leads / Sales]: [NUMBER] ([UP/DOWN X% vs last month])
- [METRIC 4, e.g. Cost per result / Open rate / Organic sessions]: [NUMBER] ([UP/DOWN X% vs last month])

Status: [GREEN: performing at or above target / AMBER: within 15% of target, watch closely / RED: below target, action taken]

What happened:
[2 to 3 sentences. Cause and effect, not just observation. "Open rates dropped from 38% to 31% because we sent to a broader segment this month as part of the re-engagement push. We are segmenting back down next send."]

Next month focus:
[ONE specific action for this channel next month. Not a list. One.]

[REPEAT FOR EACH ACTIVE CHANNEL]

What we built and shipped this month:

[DELIVERABLE TYPE, e.g. Ad creative]: [BRIEF DESCRIPTION. e.g. "4 ad creatives for the [CAMPAIGN NAME] campaign, split across two audiences."]
[DELIVERABLE TYPE, e.g. Email sequence]: [BRIEF DESCRIPTION. e.g. "5-email nurture sequence for new enquiries, live from [DATE]."]
[DELIVERABLE TYPE, e.g. SEO]: [BRIEF DESCRIPTION. e.g. "3 long-form articles published, targeting [KEYWORD 1], [KEYWORD 2], [KEYWORD 3]."]
[DELIVERABLE TYPE, e.g. Strategy]: [BRIEF DESCRIPTION. e.g. "Quarterly content plan for [CHANNEL], covering [DATE RANGE]."]
[DELIVERABLE TYPE, e.g. Setup / Technical]: [BRIEF DESCRIPTION. e.g. "HubSpot pipeline updated with [X] new automation workflows."]

[Add or remove rows to match the actual month. Every line needs a brief description. "Ad creative" on its own tells the client nothing.]

Hours used this month: [X of Y included / [X] hours, within retainer]
[Include this line only if your retainer is hours-based. If it is output-based, replace with: "All deliverables above are included in your monthly retainer."]

Focus for [NEXT MONTH]:
[One sentence on the strategic priority. e.g. "The focus this month is scaling the paid lead generation campaign and launching the SEO content cluster we planned in [MONTH]."]

Commitments:
1. [DELIVERABLE]: [BRIEF DESCRIPTION AND EXPECTED DATE OR WEEK]
2. [DELIVERABLE]: [BRIEF DESCRIPTION AND EXPECTED DATE OR WEEK]
3. [DELIVERABLE]: [BRIEF DESCRIPTION AND EXPECTED DATE OR WEEK]
4. [DELIVERABLE]: [BRIEF DESCRIPTION AND EXPECTED DATE OR WEEK]

Anticipated results if these are executed on time:
- [METRIC]: [WHAT WE EXPECT TO HIT]
- [METRIC]: [WHAT WE EXPECT TO HIT]

What I need from you:
[Be direct about any input required from the client this month. e.g. "Approval on the new ad creative by [DATE] so we can hit our launch window." or "Access to [PLATFORM] to complete the integration." or "Nothing from your side this month. I have everything I need."]

[If you need nothing, say so. It is a signal that you are organised and the engagement runs without constant client input. That is a selling point, not a gap to fill.]

Flags this month:
[FLAG TYPE: Opportunity / Risk / Decision needed / FYI]
[DESCRIPTION]: [2 to 3 sentences. What it is, why it matters, what you recommend or are already doing about it.]

[FLAG TYPE: Opportunity / Risk / Decision needed / FYI]
[DESCRIPTION]: [2 to 3 sentences.]

[Use this section sparingly. 1 to 3 flags is right. If you have 6 flags, you are burying the important ones. Prioritise ruthlessly.]

If there are no flags this month:
"No flags this month. Everything is running on plan."

[Do not invent flags to fill the section. A clean "no flags" line tells the client the engagement is healthy. That is a good message to send.]

Next check-in: [DATE or CALL BOOKED]
Any questions before then: [YOUR EMAIL or PREFERRED CONTACT METHOD]