In the business world, it is important to keep accurate records of your clients’ activities. One way to do this is by creating client time reports. These reports can help you stay informed of what your clients are up to, so you can make decisions and adjustments accordingly.
Create a monthly summary
If you want to provide your clients with a monthly summary of client time reports, you will need to put a little effort into generating a good one. By doing so, you will be able to maintain the credibility of your report. It can also serve as a good tool for keeping your clients engaged.
Having a template helps you create a professional-looking and comprehensive monthly report. You can customize it to suit your needs. Moreover, you can add your logo to the cover page to give it a polished look.
The main goal of a monthly report is to prepare your team for the coming month. Aside from that, it also provides a valuable opportunity for feedback. This is why it is important to ensure that the report is easy to understand.
To achieve this, you need to include an objective section that will be followed by a short overview of the past month’s progress. Next, you need to include information for the time report about major campaigns and campaigns that have been successfully completed. Finally, you can include details about the tasks that have been assigned to your team.
Your report can also be enhanced with charts and graphs. For example, you can present a visual representation of the number of power cuts. Or, you can show how your customer support team performed during a particular month. However, you need to make sure that the metrics you use are related to your strategy.
Clients are often interested in how much time was spent on a particular project. You can also incorporate a questionnaire to ask your customers about their expectations. In this way, you can gauge the success of the project.
Monthly reporting has been part of the business landscape for a long time. Whether you are a new startup or an established company, you can still benefit from having a monthly report. By comparing your performance with last month’s, you will be able to decide where to focus your efforts in the coming month.
Automate the process
Client reporting is a crucial part of any company’s customer relationship. It can help brands track their performance and understand how they’re doing. Getting a feel for what their customers are doing can give brands confidence when it comes to future communications.
In the past, the best way to measure client experience was by collecting data and putting it into reports. Today, you can automate the process to free up more time for more valuable tasks.
There are many different tools on the market to choose from. Automating the process can streamline the most repetitive aspects of client reporting. For example, aggregating data from various sources into a single report is a huge time saver.
By automating the process, you also eliminate errors that could arise from human intervention. Automation can also improve transparency, which you can read about here. This is especially helpful in large organizations. It helps ensure that everyone is on the same page and avoids duplicating efforts.
Automation can also boost client communication. When the client receives the right information at the right time, they are more likely to be more receptive to the information you’re sending. With automation, this translates to a faster, more efficient client-focused experience.
There are several different solutions on the market that can help you implement an effective client reporting strategy. From Wrk’s Hybrid Automation Delivery Platform to Whatagraph’s personal Customer Success Manager, there are several options for you to choose from.
These all offer a variety of features that can help you meet your goals. Whether you’re looking for a solution that can integrate with your existing CRM or a full-scale automation solution, these tools can do the job for you.
Tell a story
If you’re tasked with reporting customer data to clients, you may find yourself getting lost in the data and missing out on a chance to tell a story. To be successful, your report needs to be high-level, organized and relatable.
Before you start, make sure you have a strong understanding of your client. This includes the company’s values and its history. It also helps to know how they measure success. You can use a questionnaire to collect information about how your project has affected them.
Your report should also include the most important numbers that will tell your story for a given time period. Using a few decimal points and making your slides easy to read will help your client get a good look at your key metrics.
It is also helpful to include some comments to help your client understand why the data is important. This can help them understand how it fits into their daily tasks and how it can affect their work.
When you’re ready to begin your report, you can draft a basic story arc and outline. After that, you can add details. For example, you can include a few screenshots to give your client an idea of the type of data you’re presenting.
As with any narrative, you should begin by defining your core message. This can be as simple as six or ten words. Remember, though, to keep your messages credible and testable.
Next, you’ll need to determine how you’ll connect your data to the real world calendar. For example, you’ll want to show the rises and dips of your campaign over a certain time period.
As a final step, you’ll want to present your results in a way that makes your stakeholders feel comfortable with their understanding (https://ctb.ku.edu/identify-stakeholders). A great narrative will have a clear beginning, middle and end, and a sense of reliability.
The more you can connect your narrative to your client’s personal life, the more impact your reports will have. People are more likely to remember emotionally invested content, and they’re also more likely to share it with others.
