Free checklist · 10 min read
The Monthly Client Report Checklist
The monthly report is the one deliverable every client opens, and the one most agencies assemble in a rush the night before. This checklist turns report week into a repeatable process covering what to pull, what to check, what to write, and when to send, plus copy-paste email scripts for the send, the follow-up, and the month the numbers went down.
What's inside
- A week-by-week reporting timeline that ends the month-end scramble
- The data QA pass: the seven checks that catch embarrassing errors before clients do
- A narrative structure clients actually read: result, cause, action, ask
- Five copy-paste email scripts: the send, the nudge, the bad month, the QBR invite, the renewal month
- A 10-minute pre-send checklist you can print and tape to the wall
Frequently asked questions
Does this work for any reporting tool?
Yes. The checklist is tool-agnostic. It covers process, QA, narrative, and delivery. Whether you build reports in a reporting platform, Slides, or Docs, the steps are the same.
Are the email scripts really copy-paste ready?
Yes, with placeholders marked for client name, metric, and result. Each script includes a note on when to use it and what to change for tone.
How do I get the PDF?
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