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Agency Client Report Template

Give a client a concise account of delivery, measured performance, and decisions for the next reporting period.

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Who this is for & outcomes

  • Executive brief
  • Channel evidence
  • Next month

Blocks

Executive brief

Client and period: [name, dates]
Objective: [agreed goal]
Main finding: [supported observation]
Decision required: [specific ask]

Channel evidence

Platform: [name]
Delivered work: [posts/campaigns]
Performance: [exact metric, value, sample]
Comparison: [compatible period]
Limits: [missing data or attribution]

Next month

Continue: [activity]
Change: [experiment]
Stop: [reason]
Owner/budget/deadline: [details]

Fill-in Templates

Snippet

Executive brief
Client and period: [name, dates]
Objective: [agreed goal]
Main finding: [supported observation]
Decision required: [specific ask]

Tip: Personalize the {placeholders} before publishing.

Snippet

Channel evidence
Platform: [name]
Delivered work: [posts/campaigns]
Performance: [exact metric, value, sample]
Comparison: [compatible period]
Limits: [missing data or attribution]

Tip: Personalize the {placeholders} before publishing.

Snippet

Next month
Continue: [activity]
Change: [experiment]
Stop: [reason]
Owner/budget/deadline: [details]

Tip: Personalize the {placeholders} before publishing.

Replace the bracketed fields with your own evidence and campaign details.

Examples

  • Separate completed publishing work from outcomes such as clicks or leads, then explain which change the client’s next approval will enable.

CTA Bank

Review with your teamPlan the next experiment

FAQs

How do I use this template?
Copy the blocks, replace the bracketed fields with your own evidence, and review the completed brief before publishing.
Are the examples research findings?
No. Examples illustrate how to fill in the template. Use your own measured results or a cited Postly Research report for performance claims.

Common Pitfalls

  • Multiple competing CTAs
  • No visual cover or weak hooks
  • Posts and landing pages do not match