Marketing agency · Client services
Monthly marketing report
Send every retainer client a checked monthly report without building it from scratch each time. The figures and the team's notes go into fixed fields, an AI agent drafts the summary, and the client sets next month's priorities through a shared link.
- Duration: 5 to 8 working days
- How often: Every month, for every retainer client
- Steps: 7 steps
- AI agents: 1 AI agent
- Approvals: 1 approval
Free plan, no credit card needed.
What changes with this template
Without it
Every report is built from scratch, a few days late.
Reports go out with figures nobody checked against the platforms.
The client reads the report, or not, and nothing is decided.
You find out a client is unhappy when they give notice.
With it
Figures and notes go into fixed fields, and an AI agent drafts the summary.
The account manager checks every figure against the dashboard before the report is sent.
The client sets next month's priorities through the shared link, and the call records the agreed actions.
The client rates every month, and a low rating is flagged the same day.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
The month closes. The account manager starts a run for each retainer client with the reporting month.
- 1
Collect the month's figures
Days 1 to 2Marketing analyst · Team
Update the report dashboard with the month's results from the ad platforms, analytics and the CRM, and record the headline figures here.
Checklist
- Every active channel included
- Figures match the platforms
- Tracking gaps noted
Fields to fill in
- Reporting month (required)
- Link to the report dashboard (required)
- Spend this month (required)
- Results against target (required)
- 2
Note the work done and what changed
Day 2Campaign manager · Team
Record what the team delivered this month, the tests that ran and anything outside the agency's control that affected the results.
Checklist
- Work from every channel added
- Test results noted
Fields to fill in
- Work delivered this month (required)
- Tests and changes
- Outside factors
- 3
Draft the report summary
Day 3Report writer · AI agent
The report writer drafts the summary: results against target, what drove them, the work delivered and three recommendations for next month.
Fields to fill in
- Draft summary (required)
- Draft recommendations (required)
Checked by: The account manager checks the figures and approves the report in step 4.
- 4
Check and approve the report
Hidden from the shared linkDay 4Account manager · Team
Check every figure in the summary against the dashboard, correct the text and approve the report.
Checklist
- Figures match the dashboard
- Weak results explained, not hidden
- Recommendations fit the budget
Approval: The report is not sent until the account manager approves it.
- 5
Send the report and book the review call
Day 5Account manager · Team
Email the client the approved report together with the shared link, so they can rate the month and answer the questions before the call.
Checklist
- Report sent
- Shared link sent to the client contact
- Review call booked
Fields to fill in
- Review call date (required)
- 6
Client rates the month and sets priorities
Days 5 to 7Client contact · Shared link
Through the shared link, the client rates the month, notes upcoming promotions, launches or budget changes, and names their priorities for next month.
Checklist
- Report read
- Budget for next month confirmed
Fields to fill in
- Rating of this month (required)
- Upcoming promotions and changes
- Priorities for next month (required)
- Questions for the call
- 7
Hold the review call and agree next month's plan
Day 8Account manager · Team
Discuss the report, the client's rating and priorities, and agree the actions for next month. Flag a low rating to the account director the same day.
Checklist
- Recommendations discussed
- Client priorities agreed
- Actions assigned in the team
- Low rating flagged to the account director
Fields to fill in
- Agreed actions for next month (required)
- Budget for next month (required)
Done when
The client has the approved report, has rated the month and set next month's priorities, and the agreed actions are recorded.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Report writer
Turns the month's figures and the team's notes into a first summary and recommendations.
What it does
- Reads the figures and notes recorded in steps 1 and 2
- Writes the summary in the format in its step instructions
- Drafts recommendations for next month
- Completes its step, so the review can start
Checked by: The account manager checks the figures and approves the report in step 4.
Questions this template answers
Collect the figures and the team's notes in fixed fields, and draft the summary from them. Steps 1 and 2 record the results and the work done, and in step 3 the report writer drafts the summary for the account manager to check.
Results against target, what drove them, the work delivered and recommendations for next month. Step 3 drafts exactly those sections, and the checklist in step 4 makes sure every figure matches the dashboard.
Have someone compare the summary with the source dashboard before it is sent. In step 4 the account manager checks every figure against the dashboard, and sending stays locked until they approve the report.
Say what happened, why, and what you will change, in the report itself rather than only on the call. The checklist in step 4 asks the account manager to explain weak results, and step 7 records the actions agreed for next month.
Ask for a rating every month and act on a low score straight away. In step 6 the client rates the month through the shared link, and in step 7 a low rating is flagged to the account director the same day.
Ask the same questions every month, in the same place, before the review call. In step 6 the client records upcoming promotions, launches and budget changes through the shared link, and step 7 turns them into next month's plan.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.