Monthly Client Marketing Report Template (Copy and Paste)
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.
The template
Replace anything in [square brackets] with your client’s details.
Subject: [Client name] marketing report for [month] SUMMARY [Month] results were [ahead of / on track with / behind] our goal of [goal]. The biggest driver was [one cause]. Next month we will [main action]. RESULTS AGAINST GOALS - [Goal 1]: [result] against [target] - [Goal 2]: [result] against [target] WHAT DROVE THE RESULTS - [Cause 1, in plain language] - [Cause 2, if any] WHAT WE DID THIS MONTH - [Action 1] - [Action 2] WHAT WE WILL DO NEXT MONTH - [Action 1, with a date or number] - [Action 2] QUESTIONS OR DECISIONS FOR YOU - [Anything you need from the client] DATA [Charts or tables by channel]
A filled example
This example uses made-up numbers for illustration.
Subject: Brightside Dental marketing report for March SUMMARY March leads were 112 against our goal of 100. The biggest driver was the new spring offer on Google Ads. Next month we will move budget from the weaker Meta campaign to the offer that is working. RESULTS AGAINST GOALS - Leads: 112 against a target of 100 - Cost per lead: $41 against a target of $45 WHAT DROVE THE RESULTS - The spring offer lifted conversion rate on the Google Ads landing page - Two older Meta ads slowed down, which raised cost per lead on social WHAT WE DID THIS MONTH - Launched the spring offer landing page - Paused two Meta ads with falling click-through rate WHAT WE WILL DO NEXT MONTH - Move about 20% of Meta budget to the Google Ads offer by April 8 - Test two new Meta creatives QUESTIONS OR DECISIONS FOR YOU - Can we extend the spring offer through April? DATA [Charts by channel attached]
Tips for using it
- Write the summary last, then check it makes sense on its own. The client may only read that.
- Put the client’s goals first and platform metrics second.
- Say "most likely" when you are not certain of a cause.
- Keep charts as an appendix, not the body.
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Common questions
How long should a monthly client report be?
The summary should take under a minute to read. Keep the detailed charts in an appendix for anyone who wants to check.
What should come first in a client report?
The conclusion and the next step, in three or four sentences, so the report works even if the client reads nothing else.
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