Monthly client report template
A report structure clients actually read: results against goals first, then what was delivered, what was learned and what's next.
A monthly report should answer the question the client is really asking: is this working? Lead with the results against the goals you agreed, keep the platform detail for the back, and end with what you'll do differently.
Two to four pages is enough for most retainers.
Opens in Word, Google Docs and Pages. Free, no sign-up.
[Client]: monthly report, [month year]
1. Summary
[Three sentences: the headline result, the main reason, and the one thing changing next month.]
2. Results against goals
| Goal | Target | This month | Last month | On track? |
|---|---|---|---|---|
| [Website visits from social] | [4,000] | [4,650] | [3,900] | [Yes] |
| [Leads from campaign] | [120] | [96] | [88] | [Behind] |
| [Engagement rate, Instagram] | [3.0%] | [3.4%] | [2.8%] | [Yes] |
3. What we delivered
| Deliverable | Agreed | Delivered | Notes |
|---|---|---|---|
| [Feed posts] | [12] | [12] | |
| [Reels] | [4] | [3] | [One moved to next month at the client's request] |
4. What worked and what didn't
- [Best post and why]
- [Weakest post and why]
- [Anything surprising]
5. Spend
| Item | Budget (AED) | Spent (AED) |
|---|---|---|
| [Paid social] | [5,000] | [4,820] |
| [Influencers] | [8,000] | [8,000] |
6. Next month
- [Change or test]
- [Key dates coming up]
- [What we need from you, and by when]
From the Wiro templates library: wiro.ae/templates/monthly-client-report
Before you send it
Terms in this template
More templates
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