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.

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