Monthly client reporting checklist
Checklist template
- Business
- Location
- Date
Monthly report
In the first week of each month
| Done | Task | Time | Initials |
|---|---|---|---|
| Data | |||
| Pull the month’s data from analytics, ads, search and social platforms | |||
| Check the date range and filters are right | |||
| Compare with last month and the same month last yearCheck any big change against the platform before you report it. | |||
| Insights | |||
| Write what changed and why, in plain language | |||
| Show progress against the client’s goals | |||
| Recommend two or three next steps | |||
| Review and send | |||
| Have a second person check the figures and the writing | |||
| Send the report on the agreed day | |||
| Book or confirm the review call | |||
- Completed by
- Checked by (manager)
- Date
- Notes
