Send the monthly report. Know they opened it.
Three results, the work you shipped, a short walkthrough and next month's plan on one page. Give each person on the client side a link and see who opened it.
For agencies and consultants on retainer.
Prepared for Fernway Outdoor
October results
- Three results1 min read
- Work shipped12 items
- WalkthroughVideo · 3:05
- Next monthPlan
Book a review
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
The monthly report is a dashboard export nobody opens.
Your best work gets lost on a slide at the end.
You find out the client wasn't happy at renewal.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a monthly client report
- 01
Three results
What moved this month.
- 02
Work shipped
With links to the live work.
- 03
Walkthrough
Three minutes on video.
- 04
The numbers
The metrics you agreed on.
- 05
Next month
The plan and what you need from them.
The prompt for Claude
ChatGPT coming soonBuild this month's client report page in Journey for [CLIENT]. Open with three results, then the work we shipped, a slot for a three-minute walkthrough video, the numbers and next month's plan. Make a link for each person on their team.
Why send a monthly client report with Journey
Retainers end quietly, usually after a few unopened reports. A link for each client contact tells you who still opens them, long before renewal.
Questions
Frequently asked questions
Can I embed a dashboard or video?
Yes. Embed videos, decks, sheets and links next to your summary.
Can I see if the client opened it?
Yes. Each link shows when it was opened and whether they came back.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the monthly client report and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.