PublicProof AcademyWorking document
Reviewed Sep 9, 2026
Monthly Reporting Packet
What you send the client every month so they can see what they paid for. The reason retainers renew.
Clients cancel recurring services they cannot see. This page exists to make the work visible. Send it on the same day every month, even in a quiet month, especially in a quiet month.
| Client | [] | Period | [MONTH YEAR] |
|---|---|---|---|
| Prepared by | [] | Sent on | [] |
1. The short version
Three sentences at most. Assume this is the only part they read.
[What we did, what it produced, what happens next month.]
2. What was delivered
| Item | Agreed | Delivered | Note |
|---|---|---|---|
| [] | [] | [] | [] |
| [] | [] | [] | [] |
| [] | [] | [] | [] |
| [] | [] | [] | [] |
3. Numbers that matter to them
Pick three to five that connect to why they hired you. Not vanity numbers.
| Measure | This period | Last period | Direction |
|---|---|---|---|
| [] | [] | [] | [up / down / flat] |
| [] | [] | [] | [] |
| [] | [] | [] | [] |
| [] | [] | [] | [] |
4. What went well
[]
5. What did not, and what we are doing about it
Include this every month. A report with no problems in it stops being believed.
[]
6. What we need from you
| Item | Needed by | Blocking |
|---|---|---|
| [] | [] | [yes / no] |
| [] | [] | [] |
7. Next period
| Planned | Target date |
|---|---|
| [] | [] |
| [] | [] |
| [] | [] |
8. Billing
| Retainer | [$] |
|---|---|
| Approved extras this period | [$, or NONE] |
| Total | [$] |
| Invoice number and due date | [] |
Nothing appears on this invoice that was not approved in writing first.
Before you use this: This is a working starting point, not legal, tax, or insurance advice. Read every line, replace every bracketed field, delete what does not apply to you, and have anything you are unsure about reviewed by a qualified professional in your state before you sign it or send it to a customer.