Free client reporting templates
Copy-and-paste templates for the reports and emails agencies send every month. Each one has a filled example and tips for using it. No sign-up needed.
Template
Monthly client marketing report
A five-part monthly report that leads with the conclusion and ends with a next step.
Best for: Retainer clients who get a report every month.
Use this template →Template
Quarterly business review (QBR)
An agenda and document for reviewing a quarter and agreeing the plan for the next.
Best for: A quarterly meeting with an important client or their leadership.
Use this template →Template
Weekly performance snapshot
A short weekly note for paid media clients: five lines the client can read in 30 seconds.
Best for: Paid media clients who like a quick weekly check-in between monthly reports.
Use this template →Template
Weak results update email
A short email for telling a client results are down: the result, the likely cause, the plan and an invitation to talk.
Best for: The day you have confirmed a drop and have a first plan, before the next report.
Use this template →Template
Client reporting onboarding checklist
The steps to set up reporting for a new client in their first week, so month one does not turn into a scramble.
Best for: The first week with a new client.
Use this template →Templates are the start.
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