Client reports, sent before anyone asks.
Every Friday at 10:00 your agent writes each client a short report: what was done, what comes next, what you need from them and their numbers. Every morning it tells you if a project is slipping, before the client notices.
- Bad news never goes out in writing first
- Reads what really got done
- Every Friday at 10:00
Reports sent and late projects, by week
Since week 4 every active client gets a report every Friday. Late projects are caught on day one, not on the client's call.
Waiting for your yes3
- Report · Halcyon Foods
4 things done with links, 3 coming next week, 1 thing we need from them, visits +18% with one line on why.
Approved. It goes to the client now.Declined. The agent notes why. - Report · Juniper Labs
New landing page delivered on time. Leads from ads up from 41 to 57 this week.
Approved. It goes to the client now.Declined. The agent notes why. - Good news · Maple & Rye
Milestone reached: the new shop is live. A short note to celebrate it with them.
Approved. It goes to the client now.Declined. The agent notes why.
Held: call the client first
- Northwind · website launch09:02Call notes ready
- Bluebird Co · ad results09:03What to say, drafted
Report format, the same every week
- DoneThree to five points in the client's words, each with a link.
- NextWhat comes next week, with the dates from the plan.
- NeedWhat we need from them, with a date.
- NumbersOnly the ones that matter to them, with one sentence on what they mean.
Who is running late
| Client | Milestone | Days late | Status |
|---|---|---|---|
| Northwind | Website launch | 6 | Held for your call |
| Bluebird Co | Ad campaign review | 2 | You were warned Tuesday |
| Halcyon Foods | Content plan | 0 | On time |
| Juniper Labs | Landing page | 0 | Delivered |
This morning at 9:00
- LateNorthwind launch is 6 days late. Proposal: call Ana today, new date on the 21st.
- BlockedTwo tasks blocked for 4 days waiting on Bluebird's approval.
- AskedNo client asked "any news?" this week.
- GoodMaple & Rye hit a milestone: a note to them waits for your yes.
Halcyon Foods · website visits, by week
Read only from their Google Analytics: +18% this week after the new recipes section.
What each client sees
| Client | Their numbers | Where |
|---|---|---|
| Halcyon Foods | Visits, searches | |
| Juniper Labs | Leads, cost per lead | Shared Slack |
| Maple & Rye | Sales from ads | Google Doc |
| Fernwood Partners | Hours, deliverables | Microsoft Teams |
Your Fridays, before and after.
You today
- Clients email "any news?" and you scramble for an answer.
- Reports go out when you find time, so some clients go weeks without one.
- A delay surfaces when the client complains.
- You copy numbers from four tools into each report.
With your client reports agent
- Every client gets a short report every Friday.
- Each point backed by a task, a deliverable or a number.
- A slipping project flagged at 9:00, with what to tell the client.
- Bad news held until you have talked to them.
Its jobs, on a schedule.
It arrives with these jobs ready. Change any time, format or channel before it starts.
- Every Friday · 10:00
Weekly report per client
What was done, what comes next, what you need from them and their numbers, from tasks, deliverables and connected tools.
- Weekdays · 9:00
Is anything slipping?
Compares each plan with what is done: late milestones, tasks blocked over three days, deliverables waiting on the client.
- When a client asks for news
Report brought forward
Spots "any news?" in your mailbox and flags their report for today.
- When a milestone is reached
Good-news note
Prepares a short note so the client hears about the win, with your approval.
What it never does without you.
Good news can go out once you allow it. Bad news always goes through you first. You can tighten these, never loosen them by accident.
- Put a delay or a mistake in writingAsks you first
- Send a report until you trust itAsks you first
- Write to anyone not on recordAsks you first
- Touch campaigns, budgets or invoicesAsks you first
Halcyon Foods report is ready: 4 done, 3 next, visits +18%. Send it to Marta from your mailbox?
Approved. The report goes out under your name.Works inside the tools you use.
Each connection with exactly what the agent does in it. It also works with monday, Notion and SharePoint. Numbers are read only: it never touches a campaign or a budget.
- Asana
- Reads what finished and what is blocked in each project
- Linear
- Reads closed and blocked issues per client
- Google Sheets
- Reads your project sheet if you plan there
- Google Docs
- Reads deliverables and leaves the report in the doc the client sees, after your yes
- Google Analytics
- Reads each client's visits and conversions
- Search Console
- Reads searches and clicks for SEO clients
- Google Ads
- Reads spend and results, never changes them
- Meta Ads
- Reads spend and results, never changes them
- Gmail
- Sends the report from your mailbox, signed by you
- Slack
- Posts the report in the channel you share with the client
- Microsoft Teams
- The same, if your client works in Teams
Part of every plan.
Your client reports agent takes one agent slot in any plan, and you use your own Claude, ChatGPT or Gemini plan. No per-client or per-report fees.
Compare plans- Starter$99
- Growth$499
- Scale$999
Questions about client reports.
What if the week went badly?
It does not send it. A delay, a blocker, a mistake or a sharp drop in numbers is held, and you get a note with what to tell the client so you call first.
Can it invent progress?
No. Every point has a task, a deliverable or a number read that day behind it. If nothing moved, the report says so.
Does it send reports on its own?
At first every report waits for your yes. Once you trust it, good and normal weeks can go out directly; bad news always comes to you.
Which project tools does it read?
Asana, monday, Linear or a Google Sheets sheet, plus deliverables in Google Docs, Google Drive, Notion or SharePoint. ClickUp and Trello have no connector yet.
Who receives the report?
Only the client contacts on record in your company brain, from the mailbox of the person in charge and with their signature. A new contact asking for it comes to you first.
How much does it cost?
It is one of the agents in your plan: Starter at $99 a month includes 3, Growth at $499 includes 10 and Scale at $999 includes 25. Your AI plan is paid to its provider.
Where does client data live?
On a server only your company uses, with your connections kept in your own password vault and encrypted backups every 6 hours.