client status report templateFree
Monthly client report template
By Tom Hunt · Updated October 2026
A weekly update keeps a project calm; a monthly report makes the case for the retainer. This one rolls up goals vs results, budget used, and a clear recommendation for next month.
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0/3 filled - the rest of the [prompts] you finish in your copy.
[CLIENT] - Monthly report | [Month YYYY] | Prepared by [name] OVERALL: [🟢 on track / 🟡 at risk / 🔴 off track] against this month's goals 1. THE MONTH IN A LINE [One sentence the client could forward up. e.g. "Shipped the rebrand; engagement up 14%."] 2. GOALS vs RESULTS | Goal this month | Result | Status | |-----------------|-----------------|------------------------| | [goal] | [what happened] | met / partial / missed | 3. WHAT WE SHIPPED - [Outcome, with the impact where you can show it] 4. RESULTS / METRICS | Metric | This month | Last month | Target | |--------|------------|------------|--------| | [KPI] | [value] | [value] | [goal] | 5. CAPACITY / BUDGET USED - [e.g. "18 of 20 retainer hours used" or "spend $X of $Y"] 6. NEXT MONTH'S PLAN - [Priority 1] - [Priority 2] 7. RISKS & DECISIONS NEEDED - [Anything that needs the client's input or could slip] 8. RECOMMENDATION [Your expert view: what they should do or invest in next.]
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Questions
Frequently asked questions
What goes in a client status report?
Overall status, what was done, what's in progress, what's next, blockers/needs, and key metrics.
How often should agencies send status reports?
Weekly is standard for active engagements; a live status page removes the need to send anything at all.
What's better than a weekly status email?
A live, branded status page clients can check anytime - fewer "any update?" emails and visible proof of progress.
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