Checklist
Agency client reporting checklist for weekly updates.
Use this checklist before sending a client report so the update shows outcomes, names risks early, and makes the next client action obvious.
The weekly reporting checklist
Outcome: Lead with the client-relevant result, not the internal task list.
Progress: Explain what moved forward, what is ready for review, and what changed since last week.
Metrics: Include only numbers that help the client understand movement or risk.
Risks: Name blockers before they become surprises, with impact and owner.
Next steps: State what your team will do next and when.
Client asks: End with the exact approval, feedback, access, or decision needed.
Before you send
- Remove internal shorthand the client would need to decode.
- Replace vague progress language with specific deliverables or decisions.
- Separate bad news from next actions so the update feels controlled.
- Make sure every client ask has a date, owner, or desired response.
What to avoid
- Sending a dashboard screenshot without interpretation.
- Listing completed tasks without explaining why they matter.
- Hiding a blocker in the middle of a long paragraph.
- Ending with "let us know your thoughts" when a specific approval is needed.
Fast client report outline
Subject: Weekly report - outcomes, risks, and next steps
Summary: One sentence on the most important movement.
Wins: 1-3 concrete improvements or shipped items.
Risks: Any blocker, delay, dependency, or decision risk.
Next week: The next actions your team owns.
Client needed: The exact response needed from the client.
Turn the checklist into a draft.
ClientPulse Briefs turns rough agency notes into a structured weekly client update with wins, progress, risks, next steps, and client asks.
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