Send the year-end review. See who opened it before renewal.
The year in numbers, your best work, next year's plan and the budget on one page. Give your contact and their boss their own links, and see who opened it before renewal.
For agencies and consultants heading into renewals.
Prepared for Fernway Outdoor
2026 in review
- The year in numbers3 stats
- Best work6 projects
- Next year's plan4 quarters
- Proposed budget[$ AMOUNT]
Book a planning call
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 year-end review is a deck built the night before.
Your contact can't easily share it with their boss.
Renewal talks start from zero instead of from results.
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 year-end client review
- 01
The year in three numbers
The results that matter.
- 02
Best work
The projects you're proudest of.
- 03
What we learned
Honest, and useful.
- 04
Next year's plan
By quarter.
- 05
Proposed budget
With options.
The prompt for Claude
ChatGPT coming soonBuild a year-end review page in Journey for [CLIENT]. Lead with the year in three numbers, then our best work, what we learned, next year's plan and the proposed budget. Brand it for [CLIENT], and make links for my contact and their boss.
Why send a year-end client review with Journey
Renewals get decided by people above your day-to-day contact. A separate link for each of them shows you whether the case reached the person with the budget.
Questions
Frequently asked questions
Can my contact share it with their boss?
Yes. Make a separate link for their boss so you can see when they open it.
Can I include last year's report?
Yes. Link to it or embed it on the page.
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 year-end client review 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.