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Monthly Client Report Template
Reusable report that pulls from the engagement record: what shipped, what is next, retainer hours used vs. billed, risks, and a clear call-to-action for the next period.
What's Included
- Executive summary section (3-5 bullet points)
- What shipped this month (milestone table)
- What's next (upcoming deliverables + target dates)
- Retainer hours: used / remaining / rolled over
- Risks and blockers section
- Call-to-action (approve next phase, schedule call, or confirm scope)
How to Use This Template
- Fill in the executive summary from your project tasks marked Done this month
- Pull retainer hours from your time-tracking or Systemly project record
- List 2-3 active risks or blockers with owner and due date
- Adjust the CTA to match the client's next decision point
- Send as PDF or share via client portal — Systemly client portal works natively
Who This Is For
- •Marketing agencies running monthly retainers
- •AI agencies delivering agent builds in multi-phase engagements
- •Any agency where client visibility reduces check-in call volume
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Template FAQ
Can I brand this report?
Yes. Add your logo, brand colors, and client name to the header.
How does this work with the Systemly client portal?
You can share monthly reports directly in the client portal so clients have a running record of all deliverables and updates.