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When you are reporting back to clients, you want a repeatable process for collecting data and presenting results so you can save time and show value clearly. The Monthly Reporting & Review Cycle Template in Teamwork gives account managers and marketing teams a structured workflow for monthly client reports and review meetings.
You use it to plan each reporting cycle, with tasks for pulling data, updating dashboards, writing insights, preparing decks, and running the review call. The template turns monthly reporting from a scramble into a predictable workflow that happens on the same rhythm every time.
It works as a monthly client report template, an agency reporting dashboard checklist, and a retainer reporting workflow. Over time, you spend less time rebuilding reports and more time explaining performance and next steps to your clients.
What is the Monthly Reporting & Review Cycle Template and why should I use it?
The Monthly Reporting & Review Cycle Template is a repeatable workflow for planning, creating, and delivering client reports. It lays out the steps from collecting data to presenting results so your team follows the same monthly reporting workflow across clients.
You use it when you want to replace ad hoc reporting with a clear client reporting process. Instead of rebuilding a marketing performance report every month, you follow a template that makes account management reporting faster and more consistent.
How do I run monthly client reports in Teamwork using this template?
You create a project from the template for each client or group of clients. The template includes tasks for pulling data from your tools, updating charts or dashboards, writing summaries and insights, preparing slides, and scheduling the review call.
You assign these tasks to the right people and set them to recur on your reporting cadence. Each month, you simply work through the checklist, update the assets, and mark tasks complete. This reduces last minute stress and keeps everyone clear on their part in the monthly reporting workflow.
How does this template help me show value clearly to clients?
The template encourages a consistent structure for your campaign results report: objectives, key metrics, what happened, why it matters, and what you will do next. Because you follow the same outline each time, clients quickly understand where to look and how to interpret results.
You also capture commentary and recommendations alongside the numbers, not in separate notes. That makes it easier to connect performance to actions, highlight wins, and explain where you will focus in the next period so clients see ongoing value from your work.
Can I adapt this reporting workflow for different services or client types?
Yes. You can tailor the Monthly Reporting & Review Cycle Template for different service lines such as paid media, SEO, creative, or product work. Adjust the tasks, metrics, and report sections to match what matters for that engagement while keeping the same core reporting structure.
For larger agencies, you can create variations for different tiers of service or retainer sizes. That way, every client still receives a professional monthly client report template experience, even if the level of detail changes.
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