Client Reporting Packs for Marketing Agencies
The monthly report to a client is built from records your team already filled. Work delivered, dates published and the channel numbers entered come together for the cycle.
What goes into a pack
Building and sending it
A pack is assembled for a cycle, reviewed by the account manager and then exported. Most agencies send it as a document or a deck, and the sent date is recorded on the retainer so a missed report is visible at the next review. Standing report tasks appear on the calendar each month.
Why it matters at renewal
A client arguing about value at renewal is often arguing from memory. The pack history shows what was delivered, cycle by cycle, with the approval delays that sat on the client’s own side. That record is read beside the renewal date.
What the pack will not do
It writes no analysis for you, and it draws no conclusion about why a campaign moved. Figures are only as good as what your team entered. Design of the final deck stays in your own tools, and the agency decides what a client is shown.
Frequently asked questions
Can the pack be branded for our agency?
Yes. The export layout carries your logo and the headings you use, and the format is agreed while setting up.
Does it pull numbers from the ad platforms?
No. The numbers come from the channel log your media buyer fills, by hand or by sheet import.
How often can a pack be produced?
As often as a client expects one. Monthly is usual, and weekly packs are produced for accounts that watch paid spend closely.
Is the client report the same as our internal reports?
No. The client pack shows delivery and channel numbers, while internal reports also cover hours, billing and account load.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
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