📢 04 – Reporting & Client Communication (Service-Based)

Use this system to keep clients updated, confident, and trusting you — even before big results roll in.

🗓️ Weekly Client Update System

✅ What to Send (Every Monday or Friday)

Use Loom + Short Write-Up:

• 🧠 Summary: “This week we generated 11 leads at $18 CPL”
• ✅ Campaigns running + any edits made
• 🎯 Top-performing audiences or creatives
• 📉 Underperforming areas + next steps
• 📈 Scaling plan if applicable

📊 Example Report Template:

Hi [Client Name],

Here’s your weekly update:

• 🔥 11 leads generated this week at an average of $18 per lead
• 🧪 Testing a new image + retargeting message for homeowners 30+
• ⏸️ Paused 1 ad set that was at $40 CPL
• 📈 Goal next week is to hit 15+ leads and lower cost by 10%

Let me know if you have questions!

• [Your Name]

🛠️ Tools to Use

• Loom: Record weekly videos (2–5 min)
• Notion: Use for shared roadmap and client-facing dashboards

💬 Communication Tips