Client report and status report templates
Regular reports keep clients informed and make renewals easier: what was done, what changed, the results so far and what happens next. Pick the report that matches your rhythm, whether weekly, monthly or quarterly.
See the templatesStatus reports
Weekly Status Report
What happened this week and what is next.
Project Status Report
Progress, risks and decisions on a project.
Marketing reports
Monthly Marketing Report
Results by channel and next month’s plan.
SEO Performance Report
Rankings, traffic and the work completed.
Social Media Report
Reach, engagement and content highlights.
Reviews
Quarterly Business Review
Results, value delivered and plans for next quarter.
How to choose and adapt a template
Lead with the summary
Open with three lines the client can read in a minute: progress, results and decisions needed.
Compare with the goal
Show each number against the target or the last period, not on its own.
Finish with next steps
List what happens next and anything you need from the client.
Frequently asked questions
What should a client report include?
A short summary, the work completed, results against goals, issues and decisions needed, and the plan for the next period.
How often should I send client reports?
Weekly for active projects, monthly for retainers, and a quarterly review to discuss results and plans.
Are these templates free?
You can preview every template without an account. Editing and sending one needs a Propovo account, and the trial is free for 14 days with no card required.
Start from a template.
Preview any template, then customise it with your client’s details. The trial is free for 14 days.