Templates

Monthly client report template for marketing agencies: the narrative clients actually read

The page your client reads after the dashboard: what changed, why, and what happens next month.

October performance report — Lupa Travel (an invented client)

Prepared Nov 3 · from the ad platform and analytics exports added Nov 1

Summary

Leads were up and cost per lead came down, mostly from one campaign. One landing page is the bottleneck this month, and fixing it is the main thing we need from you.

The numbers

OctoberSeptemberChange
Leads128104+23%
Cost per lead$41$49−16%
Ad spend$5,250$5,100+3%
Landing page conversion3.1%3.4%−0.3 pts

Why it moved: the retargeting campaign produced most of the extra leads. Conversion dipped because the pricing section moved below the fold after the September redesign.

What needs you

  1. Approve moving the pricing section back above the fold on the main landing page. We expect conversion to recover; we will report the result next month either way.
  2. Send the new October itineraries so we can refresh the three ads that still show last season's.

What we did

  • Paused two ad sets that spent over budget with no leads.
  • Launched the retargeting campaign to visitors who viewed an itinerary.
  • Fixed the tracking tag that was dropping form submissions on mobile.

Next month

Test two headline versions on the main landing page, extend retargeting to email openers, and review the budget split at month end.

Example drafted to Mycel's quality bar. The firm is fictional and every figure is invented.

Why it works

  • The numbers are followed by why they moved, which is what a dashboard cannot say.
  • What the client has to decide comes with a recommendation, so approval is a one-line reply.
  • It ends on next month's plan, so the report sells the retainer's next 30 days.

How to use the template

  1. 01Export the numbersLeads, cost per lead, spend and conversion for this month and last.
  2. 02Explain each moveOne sentence on why, naming the campaign or page responsible.
  3. 03Ask for what you needApprovals and assets, each with the reason and the date it matters.
  4. 04End with next monthThe tests and changes you will run, so the client knows what they are paying for.
Download the template (.md)

Try it on one of your own clients.

Bring last month's version. Mycel drafts this month's in your style; you approve it, they pay.