Monthly client report structure
An eight-part monthly report a clinic owner can read and act on, with a cover email and a list of what to leave out.
- reporting
- agency
- client management
- Type
- Plan and calendar
- Topic
- Measurement
- Time
- 12 minutes
- Inside
- 2 copy-ready templates, 1 table, and 2 field notes
- Added
- October 14, 2026
A clinic owner looks for three things in a report: where the money went, how many patients came in, and what happens next month. Open with those answers; platform details go last, in an appendix. Keep it short enough to read in 10 minutes.
| Section | What goes in | Length |
|---|---|---|
| 1. Summary | Three sentences on the month: what happened, why, and what we're doing | 3 sentences |
| 2. Funnel | Spend, leads, appointments, patients seen, treatment starts; side by side with last month and the target | One table |
| 3. Costs | Cost per lead, per appointment, per new patient | One table |
| 4. What worked | Top 3 campaigns or creatives and why they worked | 3 bullets |
| 5. What didn't | What underperformed and what we did about it, nothing hidden | 3 bullets |
| 6. Tests | What we tested this month and what we learned | 2-3 bullets |
| 7. Next month | 3-5 actions, a budget recommendation, the test plan | 5 bullets max |
| 8. What we need from you | Shoot day, doctor approvals, CRM updates, content sign-off | Dated list |
The rest is for members
The rest of this item includes 2 copy-ready templates and 2 field notes. Members see the full version and can copy any template in one click.
Locked sections
- What stays out of the report
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- cost per appointment
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