For consulting and client-service teams
Client reporting for ongoing professional services
Give clients a clear view of what moved, what needs their input, and what happens next. Bring project notes, client replies, decisions, and previous updates into a draft you can review before sharing.
What clients need to know at each check-in
Recurring engagements rarely fit neatly into one week. A short report can reconnect this week’s work with last week’s commitments, especially when an approval is still outstanding.
Progress against the agreed work
Name the deliverable that moved and explain what the client can review or use now.
Decisions and outstanding requests
Carry forward approvals and blockers. For each open request, say who can resolve it and what it unlocks.
The next commitment
Give the client a concrete next step and say when you expect to check in again.
Example from a fictional CRM engagement
Rough notes
CRM workflow connected. Initial data import complete. Client to approve the escalation rules. Then run a production test and train the operations team.
Client-ready output
The CRM workflow is connected and the initial import is complete. Could you approve the proposed escalation rules? With your approval, we can test the workflow in production and schedule training with your operations team.
Keep the client’s delivery story in one place
Set up a client project with their goals, preferred cadence, and communication preferences. At the next check-in, refer to recent History for what you already shared and add the new work or replies. Review the draft and save the update you want to carry forward.
Use your analytics dashboards for campaign metrics and performance charts. Use ClientCadence to explain delivery progress and ask for decisions. This works for consulting retainers, implementation projects, and ongoing technical services.
Start with one active client project
Free gives you project memory and access to your 10 most recent History items. Pro supports more active client projects, full retained History, and optional Gmail and Slack integrations for sending updates you’ve reviewed.
Compare plans