Glad to write it. Before I start I need three things, because the report leads with results against the client's goals and I only use real numbers:
- Channel data for this month and last month: per channel (for example Google Ads, Meta Ads, organic, email), spend, results such as leads, bookings or sales, and revenue if tracked. CSV exports or pasted figures are fine.
- Client goals: the KPIs you agreed with the client and their monthly targets, plus how each is counted. For example: do organic results count toward the goal, and is cost per result ad spend divided by paid results or by all results? If you are not sure, I will use ad spend over paid results, say so in the report, and list it as a decision.
- Work log: what the agency did this month (launches, changes, content published), so the report can tie actions to results.
Optional: next month's plan. Without it, I will write next month's priorities as clearly labeled proposals.
Also, which client and which month is this for?
