Templates
Customer Success
Monthly Client Report Template
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Monthly Client Report Template

Our Monthly Client Report Template efficiently manages data analysis, report preparation, goal review, and client interaction for effective account management.
1
Gather client data for the month
2
Compile financial reports
3
Analyze client revenue and profit
4
Review feedback or issues from the client
5
Confirm client goals and KPIs
6
Pull reports from all tools and platforms used
7
Analyze and summarize key account updates and changes
8
Draft performance section of the report
9
Approval: Performance section
10
Draft future recommendations section
11
Approval: Recommendations section
12
Combine all sections into one document
13
Add visuals and graphics to the report
14
Proofread the report
15
Approval: Overall Report
16
Send the report to the client
17
Schedule a meeting with the client to review the report
18
Prepare for the meeting with the client
19
Conduct the meeting
20
Document the client's feedback