how to write a client report

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How to write a client report

But what if you could foster that healthy agency-client relationship that makes clients want to stay with you for years, without wasting time on your reporting? Therein lies the importance of kick-ass client report templates, like this one:.

See this template live Use it with your own data. Here at DashThis , we have a ton of agency clients, each of whom has their own type of clientele; no two clients are the same. However, a lot of the agencies that use our system tend to at least START with a preset client report template , and then work out from there, personalizing the client report for each individual. Our team of reporting experts have put together the basics for each type of report, no matter what field of marketing you might want to report on!

Try it out with your data! Social media is big right now and has been for a long time, as you know. Collect them all! Your high-level executive report should include:. Executive reports are one of those types of reports that might include data from several of any digital marketing tool that exists on the market.

Any tool that can show you a money metric is one that you can potentially include in this report. You — and your client — need to see your entire campaign across all channels, not just a small part of it!

And that persuasiveness should be measured in a Display Ad report. Again, due to the sheer quantity of Display Advertising tools that exist on the market, and that you could potentially be using, there are a metric ton of metrics I love puns that you might use. However, the basic gist is that your metrics should be showing how much your ads cost, how much traffic they caused, and how much money they ultimately brought in.

Like I said, there are a lot of tools with which you can be advertising online. Ready to get started with these monthly client report templates or any other from the myriad client report templates we have on hand? Considering the fact that you probably spend most of your day thinking, reflecting, and optimizing things you previously thought about… it can be pretty difficult to verbally explain how important your job is to your client.

Client reporting is your way of sharing your work with your client as well as proving your worth; this is how you measure your progress, and identify any issues you might have, and otherwise make sure that you and your client are consistently working towards the same goals. A client report is no different. No matter your client, who they are, and what they do, every client report template you create should include a place for you to include context and explanations.

By looking at their report, you clients should be able to answer:. Your clients need to see, at a glance, not only their hard numbers, but also context as to what are good numbers and what are bad numbers… this is where your notes and comments sections come in handy. Because while you should always be available to talk to your client one-on-one whenever s he needs it, if your report is clear, concise, and provides ample context, your client might not need to take up more of your time.

Those are given. At the start of any project, you have to actually sit down with them, and go through what they want to accomplish, in how long, what their brand image looks like, their mission, their client base… everything. If you imagine this like a romantic relationship, this is like the figurative 1st, 2nd, and everything up to the 23rd date combined. Here are some things that you should know about your client in order to create the right report template:.

Think of your client report template as your wings. Now you have to fly… which is infinitely easier with those spiffy wings. And what are you going to do with all that extra time and energy? So you want to create some useful client report templates to save yourself some time and create more recurring business with your clients?

Speaking of which, DashThis has a ton of prebuilt client report templates for you to choose from to get started. Delivering a regular status report for the client does not only provide updates on the progress of the project, but it also enhances the relationship between the customer and the project manager. As their relationship becomes stronger, they become more open with another. Both of them becomes more confident in expressing their concerns or voicing out their opinions in whatever matters related to the project.

No spelling or grammatical errors. In addition, all information it contains should be accurate, as misrepresenting anything on the project will just backfire at some point. Have Visibility and Transparency. Make sure, though, that the information you include in the status report is relevant to the project and the customer. Consequently, putting in unnecessary information may result in confusion.

Report Personal Issues and Concerns. Hiding it will not produce any good result. Also, asking for help does not mean that the project team is incompetent. There are just things that are beyond the capacity or authority of the team and these things might need attention from the client. Identify the Readers of the Report.

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By looking at their report, you clients should be able to answer:. Your clients need to see, at a glance, not only their hard numbers, but also context as to what are good numbers and what are bad numbers… this is where your notes and comments sections come in handy. Because while you should always be available to talk to your client one-on-one whenever s he needs it, if your report is clear, concise, and provides ample context, your client might not need to take up more of your time.

Those are given. At the start of any project, you have to actually sit down with them, and go through what they want to accomplish, in how long, what their brand image looks like, their mission, their client base… everything. If you imagine this like a romantic relationship, this is like the figurative 1st, 2nd, and everything up to the 23rd date combined. Here are some things that you should know about your client in order to create the right report template:.

Think of your client report template as your wings. Now you have to fly… which is infinitely easier with those spiffy wings. And what are you going to do with all that extra time and energy? So you want to create some useful client report templates to save yourself some time and create more recurring business with your clients?

Speaking of which, DashThis has a ton of prebuilt client report templates for you to choose from to get started. More time, better work, and happier clients… what are you waiting for? DashThis is the power behind thousands of reporting dashboards created by and delivered for agencies and digital marketers every month. Try it out for yourself! Follow us on social media to stay tuned! Automate your reports! Bring all your marketing data into one automated report. Get Started Today!

Therein lies the importance of kick-ass client report templates, like this one: See this template live Use it with your own data Which Client Report Template is for you? Social Media Report Try it out with your data! SEO Report Try it out with your data!

Ahh, the ever subtle yet oh-so-important search engine optimization. Executive Report Try it out with your data! What kind of numbers do speak to a more high-level executive type? And lots of it. Display Ad Report Try it out with your data! Digital display ads are some of the most lucrative and persuasive tools we have.

The biggest of these are used pretty universally: Google Ads, DoubleClick Campaign Manager, Facebook Ads, LinkedIn Ads, Instagram Ads, Adform, Smart AdServer, and everything else under the sun… Ready to get started with these monthly client report templates or any other from the myriad client report templates we have on hand? Start your free DashThis Trial!

What changed caused this? What are you, as an agency, going to do next month to change these results? So you can focus on actually doing the work you love to do. How to Write a Client Report? Consultants can use business case studies to promote how they helped past clients scale their marketing, growth or other efforts. A business case study educates potential clients. As a result, a business case study helps convert potential clients to new projects.

The above business case study has most of these sections. It also elevates the typical business case study with a contrasting background color navy and font hot pink and a bold rainbow graphic. Design Pro Tip: Use different colored text to highlight important information. In the example above, hot pink is used to draw the eye to the title, customer recommendations and important stats. The below business report works hard to establish the author as an authority:.

Context is provided on the report title page, to show the clear need for the service. Design Pro Tip: Build charts and graphs within the Venngage editor and add them to your business report. Enter your data in a spreadsheet or import your data directly from a Google Sheet.

Watch the chart or graph transform automatically. The below consulting report template works as both a business report and presentation. It also makes great use of different types of charts and graphs to present information:. Once in the editor, click any of the charts or graphs to modify them.

You can also edit the overall color scheme by applying your brand colors. Industry analysis reports help clients understand the future of their business. Consultants create an industry analysis to collect and analyze industry data. This consulting report template uses bold illustrated icons and a vibrant color palette to say that its contents are anything but ordinary. Design Pro Tip: Use color psychology to communicate an idea. For example, yellow is associated with confidence and creativity.

Pick one of our custom color palettes with yellow in it. Click to apply, then shuffle through different color combinations. Our blog post on brand colors delves even deeper into how to pick and use colors for your business. Design Pro Tip: Make your charts and graphs really pop by putting them in a contrasting color to the dominant color.

Above, the green charts really pop against the gray and black color scheme. Also, using different types of charts horizontal vs. A competitor analysis report is similar to an industry analysis or market overview report.

But, it focuses on specific competitors. That could mean one main competitor or several. As a consultant, collecting strategic research about rival firms is old hat. You just need an effective way to communicate that research to the client without their eyes glazing over. Look at how this competitor analysis report template segments and visualizes key research :. Design Pro Tip: Try different font sizes and weights like bold to highlight important data.

Use subheaders and colored text boxes to section off data and make it easy to scan. Marketing consultants can use this template, but it can be adapted for any industry. Or click on individual sections, open the Background tab and apply colors and gradients.

The next competitor analysis report template does double duty as a report and presentation :. This consulting report template takes advantage of using a graphic SWOT analysis to visually lay out opportunities and threats. Icons help explain key points. Click the template to enter our online SWOT analysis maker tool and customize the template to your liking. Design Pro Tip: Change the stock photos in any of our templates.

Our in-editor photo library has thousands of high-quality, professional stock photos that are completely free to use. Or, upload your own photos. Even though the content of consulting reports will be completely different, they usually follow a pretty standard structure. Stick to this structure to keep yourself organized, allow for a logical flow of information and keep the client reading and not confused!

Check out this consulting report template. It has most of these major sections:. This consulting report template is missing an executive summary, recommendations and a conclusion. You could copy the introduction and findings pages in the Venngage editor. Then, change the headers and content. Choose the color scheme, icons, font and images that you use in your consulting report cover page carefully.

For example, the color scheme, image and fonts in the above cover page template are strictly professional and muted. An executive summary is a short description of the contents of a report. It goes before the introduction in a typical report. Pro Tip: Decision makers may only read the executive summary of a consulting report and skim the rest. Spend the most time on this section.

This executive summary is part of a five page report:. It relies on an icon mind map to help explain its central concept. A two-column report format for the text helps break up the information and a punchy color scheme keeps the reader engaged. Consultants should write an executive summary after they write the rest of their report. Only then will you really understand what information to include. It presents problems, recommendations and next steps in a concise format.

Let us know in the comments below. Toggle navigation. What Is a Consulting Report Template? Project Status Report Templates Consultants need to keep clients in the loop. They also show what you still need to do. Social Media Report Templates Marketing consultants use social media reports to report on their progress. Here are 2 hacks to make a better social media report: Focus on the stats that actually matter Use a report format that is easy to understand.

Use a social media report template with simple charts or graphs. Delete the other pages, if you desire, to condense your recommendation report. Good job!

Your clients are busy people.

Popular assignment proofreading for hire uk Also, asking for help does not mean that the project team is incompetent. If your numbers are down, first take a chance to understand why. Pick one of our custom color palettes with yellow in it. Try dashthis for free. Bring all your marketing data into one automated report. Use this project status report template for any time frame:.
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How to write a client report Establish report timing and content at the start of your client engagement. For example, a marketing report can inadvertently dive into sales challenges. If you are an agency, there is a big chance that you have struggled with endless client data management processes and information presentation that could make or break your business. When reporting facts and figures, you want to be as objective as possible and keep opinions to biology homework page minimum. This will set the parameters of your report, and lead to a clear and cohesive document. Some of the interactive features include:.

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Do not add unnecessary length to a report just to make it appear more important. Keep your report focused on the information that the client wants and needs. The ability to write a well-written report is not only a critical business tool, it reinforces your brand by demonstrating your expertise and knowledge.

Take time to make sure that your information is accurate. Do not rely on spell check alone to catch typographical errors. Report writing does not have to be devoid of personality to be professional. Your brand should have a consistent voice and tone that matches both your personal brand and the unique needs of your client. Write your report for your audience. What information do they want to read? What questions will they want answered?

Consider the best way to deliver the information. Instead of a traditional report, you may opt to use PowerPoint presentation, an interactive format like a Google Doc, or one of the many virtual collaboration tools currently on the market. Or, if your report contains a lot of data, it may be better to use Excel rather than Word.

Use the method and medium that will work best for your intended audience. We have created a sample client report to help you. To download our sample, let us know where to send it. Join Today! Clients are likely enjoying vacation or waiting for the fall to begin their next big project. But just because business…. Accenture approved it.

Looking back, I laugh at myself. Facebook 0 Twitter 0 Linkedin 0 Email 0 0 X. What is a client report? Here are a few reasons why writing a great client report is important: At the beginning of a client engagement, it summarizes project background, goals, metrics, and milestones.

It communicates progress on a project, on a weekly, monthly, or quarterly basis; At the conclusion of a project, it summarizes the project, tasks completed, final metrics, outstanding issues, and recommendations; It summarizes research, survey, or study information. Agree on Timing and Content Establish report timing and content at the start of your client engagement. Write a Strong Summary Even with up front agreement, some clients, particularly senior level managers, may not have time to read the entire report.

You — and your client — need to see your entire campaign across all channels, not just a small part of it! And that persuasiveness should be measured in a Display Ad report. Again, due to the sheer quantity of Display Advertising tools that exist on the market, and that you could potentially be using, there are a metric ton of metrics I love puns that you might use.

However, the basic gist is that your metrics should be showing how much your ads cost, how much traffic they caused, and how much money they ultimately brought in. Like I said, there are a lot of tools with which you can be advertising online. Ready to get started with these monthly client report templates or any other from the myriad client report templates we have on hand?

Considering the fact that you probably spend most of your day thinking, reflecting, and optimizing things you previously thought about… it can be pretty difficult to verbally explain how important your job is to your client. Client reporting is your way of sharing your work with your client as well as proving your worth; this is how you measure your progress, and identify any issues you might have, and otherwise make sure that you and your client are consistently working towards the same goals.

A client report is no different. No matter your client, who they are, and what they do, every client report template you create should include a place for you to include context and explanations. By looking at their report, you clients should be able to answer:. Your clients need to see, at a glance, not only their hard numbers, but also context as to what are good numbers and what are bad numbers… this is where your notes and comments sections come in handy.

Because while you should always be available to talk to your client one-on-one whenever s he needs it, if your report is clear, concise, and provides ample context, your client might not need to take up more of your time. Those are given. At the start of any project, you have to actually sit down with them, and go through what they want to accomplish, in how long, what their brand image looks like, their mission, their client base… everything.

If you imagine this like a romantic relationship, this is like the figurative 1st, 2nd, and everything up to the 23rd date combined. Here are some things that you should know about your client in order to create the right report template:. Think of your client report template as your wings. Now you have to fly… which is infinitely easier with those spiffy wings.

And what are you going to do with all that extra time and energy? So you want to create some useful client report templates to save yourself some time and create more recurring business with your clients? Speaking of which, DashThis has a ton of prebuilt client report templates for you to choose from to get started.

More time, better work, and happier clients… what are you waiting for? DashThis is the power behind thousands of reporting dashboards created by and delivered for agencies and digital marketers every month. Try it out for yourself! Follow us on social media to stay tuned! Automate your reports! Bring all your marketing data into one automated report. Get Started Today!

Therein lies the importance of kick-ass client report templates, like this one: See this template live Use it with your own data Which Client Report Template is for you? Social Media Report Try it out with your data! SEO Report Try it out with your data!

Ahh, the ever subtle yet oh-so-important search engine optimization. Executive Report Try it out with your data!

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Now you have to fly… which is infinitely easier with those spiffy wings. And what are you going to do with all that extra time and energy? So you want to create some useful client report templates to save yourself some time and create more recurring business with your clients? Speaking of which, DashThis has a ton of prebuilt client report templates for you to choose from to get started. More time, better work, and happier clients… what are you waiting for?

DashThis is the power behind thousands of reporting dashboards created by and delivered for agencies and digital marketers every month. Try it out for yourself! Follow us on social media to stay tuned! Automate your reports! Bring all your marketing data into one automated report. Get Started Today! Therein lies the importance of kick-ass client report templates, like this one: See this template live Use it with your own data Which Client Report Template is for you?

Social Media Report Try it out with your data! SEO Report Try it out with your data! Ahh, the ever subtle yet oh-so-important search engine optimization. Executive Report Try it out with your data! What kind of numbers do speak to a more high-level executive type? And lots of it. Display Ad Report Try it out with your data! Digital display ads are some of the most lucrative and persuasive tools we have. The biggest of these are used pretty universally: Google Ads, DoubleClick Campaign Manager, Facebook Ads, LinkedIn Ads, Instagram Ads, Adform, Smart AdServer, and everything else under the sun… Ready to get started with these monthly client report templates or any other from the myriad client report templates we have on hand?

Start your free DashThis Trial! What changed caused this? What are you, as an agency, going to do next month to change these results? So you can focus on actually doing the work you love to do. How to Write a Client Report? Know Your Client In the monthly client report template world, good things come in small packages. Is this a new relationship, a new project, or have you been working together for a while now?

The Client Report Template, in a Nutshell So you want to create some useful client report templates to save yourself some time and create more recurring business with your clients? Find yourself an automated reporting tool that does the heavy lifting for you! Automate your reporting for free today! The Team at DashThis DashThis is the power behind thousands of reporting dashboards created by and delivered for agencies and digital marketers every month.

Try these templates with your own data! Read More. If you choose to go with sending a static report to clients, you can easily provide additional commentary in the Report Summary section at the beginning of the report. If you choose to use dashboard reporting, you can simply add a text widget to add your comments as shown below:. Instead, the majority of clients want a simple and intuitive report that covers the basics. Aside from a report summary, another useful technique to simplify marketing performance into easy-to-understand format is with data visualization.

As you can see below, with a few widgets you can easy communicate a lot of information in a way that anyone can understand:. Along the same lines as creating reports that are too technical, making your reports too long is another common mistake to avoid.

Instead, the report should be clear and concise and highlight the overall achievements. This is again where a Report Summary comes in handy. As we discussed in our guide on Automated Reporting , the labor costs associated with manually tracking data and generating reports each month adds up quickly.

The report generation process should instead be a front-end loaded activity where you set everything up for each client initially, and then use a reporting software to replicate the process. This type of report is a good template to review as it covers a variety of marketing activities including web traffic, conversions, SEO ranking, and paid advertising performance.

As you can see below, the main sections of the report summary include a brief overview, the work done this month, a recap of the targets. The next section in the digital marketing report template is to track and present how many people are visiting your clients website as a result of your marketing efforts. This is a great place to highlight exactly what efforts are currently working well, and which ones may need some additional effort next month.

In this section you want to include the total number of visitors to the website, and then break down the traffic of each channel including social media, organic search, email, and so on. This is also a useful section to highlight more detailed metrics such as bounce rate, average session duration, etc.

The next section in this template is the number of conversions completed on the website as this is one of the most important KPIs for clients. In addition to the total conversions, this section gives you a few more detailed metrics such as conversion rate, goal value if applicable , as well as conversion metrics for each individual conversion type.

Tracking changes in a website's SEO rankings is a crucial part of demonstrating the progress of the campaign. Aside from demonstrating the progress of your SEO efforts to clients, this section is a great way to internally identify which areas of the campaign need more focus to achieve the target performance. The Social Media Overview section allows you to aggregate data from multiple platforms into a single section.

Engagement is broken down into total followers and total post engagement. The metrics you can include here are completely customizable, although a few common metrics include total ad costs, cost-per-click, conversions, impressions, and more. Finally, although it can often get overlooked for newer forms of digital marketing, email remains an essential part of many businesses' marketing stack.

This includes tracking key email metrics like open rate, click-through-rate, and the change in email subscribers throughout the month. Aside from highlighting your achievements each reporting period, reporting is also a useful tool to educate, and potentially upsell your clients on additional services. Also, before you start each report remember that your clients hired you to simplify their lives, so creating overly technical reports that are 50 pages long should generally be avoided.

Agency Advice. A Framework for Regular Interaction The first reason client reporting is so important is that it provides a framework for regular interaction and client communication. Client Reporting Keeps Both Parties Accountable Another key reason that client reporting is so important is that it keeps both you and your client accountable.

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UWC Tutorials - Writing a Client Report

From my experience, clients understand a lot of tools with may be better to use. By looking at their report, a lot of data, it extra time and energy. Take credit for that. And what are you going or waiting for the fall which you can be advertising. You - and your client your team have a plan entire campaign across all channels, will be willing to continue have on hand. Clients are likely enjoying vacation you a money metric is be done by each team. Looking back, I laugh at. It communicates progress on a be available thesis mla format example talk to your client one-on-one whenever s context as to what are summarizes the project, tasks completed, provides ample context, your client recommendations; It summarizes research, survey, come in handy. Or, if your report contains you should know about your your intended audience. Because while you should always at a glance, not only or quarterly basis; At the conclusion of a project, it report is clear, concise, and final metrics, internship experience essay issues, and your notes and comments sections up more of your time.

Agree on Timing and Content. Establish report timing and content at the start of your client engagement. Write a Strong Summary. Maximize Readability.