Agencies

Month-End Client Reporting Workflow for Agencies

For agencies preparing regular client reports, inconsistent data and rushed checks can weaken an otherwise useful update. This map covers the reporting period, source data, quality checks, the written summary, account-owner approval and next actions.

Starts when

The reporting period ends.

Ends when

The report is checked, sent, and the next actions are assigned.

Steps in this workflow

1. 1

   Confirm the reporting period

   Check the agreed dates, channels, metrics, and client priorities.

2. 2

   Collect source data

   Export the required figures from approved platforms and trackers.

3. 3

   Check data quality

   Compare totals with prior reports and investigate missing or unusual values.

4. 4

   Write the update

   Summarise results, context, completed work, and any limitations.

5. 5

   Review and send

   Have the account owner verify the report before sharing it with the client.

6. 6

   Assign next actions

   Record client decisions and internal tasks for the coming month.