The Weekly Client Status Report

Standardize client status reporting

standardize client status reportingsmb / agenciestool-agnosticagencycommunicationclientsreportingprocessbeginner
Entry PT-0254 · full text · stolen 0 timesReceived

Clients keep asking where things stand: [OUR PROJECTS AND TYPICAL PHASES, WHAT CLIENTS ACTUALLY WORRY ABOUT - BUDGET BURN, TIMELINE, WHAT WE NEED FROM THEM, HOW LONG WE SPEND WRITING UPDATES]. Standardize the report: the one-screen format (done this week, next week, decisions needed from you, budget and timeline status in red-yellow-green), the rule that 'decisions needed' never exceeds three items, the five-minute update ritual that replaces the hour of writing, and the version for the quiet week that prevents the 'are you still working on us?' call.

Inputs needed

  • Project phases, client anxieties, current time cost

What good output looks like

One-screen format; max three asks; RYG budget/timeline; quiet-week version

Test it in SynthAnswers →

The stream (0)

Reading the room…

Same drawer