Lesson 7 of 9 · 8 min
Report numbers that renew retainers
The report is the product the client actually sees. Make it about their money, not your activity.
رپورٹ میں تین نمبر: نئی لیڈز اور ان کی مالیت، رینکنگ کی حرکت، اور AI اسسٹنٹ آپ کے کلائنٹ کے بارے میں کیا کہتے ہیں۔ ہفتہ وار مختصر اپڈیٹ ہی کلائنٹ کو قائم رکھتی ہے۔
Three numbers, one story
Lead with outcomes: leads captured and their pipeline value, movement on the keywords that matter, and what the AI assistants say when asked about their category (the GEO check is a report section nobody else in your niche is showing — use it). Then one paragraph of narrative: what we did, what it produced, what we're doing next. Activity lists ('12 posts published') go last, small, or nowhere.
Export the CSVs when a client wants detail, but never open with a spreadsheet. Open with the sentence their accountant would care about.
The renewal is won in week three
Retention is a habit, not a meeting: the midweek two-line update, the honest flag when something underperforms, the small unasked-for extra once a month (a competitor insight, a review-response draft). Do those and the monthly call becomes a formality.
- → Build your one-page report template: 3 outcome numbers + 1 narrative paragraph.
- → Diarise the midweek update for every client, forever.