Client Management Report

Account health report covering hours, deliverables, satisfaction and renewal risk.

Client / Brand Name

Reporting Period

Prepared By

Monthly Retainer Value (₹)

Monthly Retainer Value (₹) (previous period)

Hours Budgeted

Hours Used

Deliverables Planned

Deliverables Completed

Months as Client

Satisfaction Score (1-10)

Satisfaction Score (1-10) (previous period)

Client Meetings Held

Client Meetings Held (previous period)

Open Issues

Services Delivered One line per service: Service, Hours, Value.

Account Value Trend One line per month: Month, Value.

Renewal Date

Key Wins (one per line)

Issues / Blockers (one per line)

Next Steps (one per line)

Executive Summary (optional)