How do we report and communicate with our clients on a weekly basis!
28 Jul 2023 · 2 min

1:41
Client retention depends on trust and consistent contact, not just good results. Send three weekly reports plus a full monthly report, post to Slack at least once weekly, and schedule one-on-one calls when clients go quiet.
Questions this video answers
Three weekly reports in the month (covering the first 7 days, the first 14 days/mid-month, and the next 7 days), and a full-month results report sent in the last week of the month.
At least once per week (daily check-ins are encouraged, but a minimum of once weekly is expected).
In the last week of the month.










