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Agency operations guide

A weekly client report clients can understand

A useful report explains what changed and what happens next. It should not make a client decode a dashboard alone.

01

Result

Start with the commercial or operating result the client cares about.

  • Lead with movement against the agreed measure
  • Separate signal from normal weekly noise
  • State what the result means in plain language
02

Work and decisions

Connect the number to the work completed and choices made.

  • List completed work that affected the result
  • Show approvals or inputs still needed
  • Record decisions so they do not disappear in chat
03

Next action

Finish with ownership and timing.

  • Name the next priority
  • Assign the agency and client actions
  • Give the date of the next review
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