Client Reporting Best Practices: Structure - Carney
The Daily Carnage

Client Reporting Best Practices: Structure

How crazy is it that every thought you’ve ever had can be conveyed with various combinations of 26 letters? Of course, you have to start with your ABCs before you can write like Shakespeare. And why ABCs for that matter? That’s not the way a keyboard is laid out. Sounds kind of arbitrary to us tbh. 🤷‍♀️ We’ll be singing our QWEs from here on out. 

But let’s be honest: QWE doesn’t have the same ring to it. It’s all about structure. A structure for learning a language was set long ago and it’s helped us all to read and write and send you daily emails. Today, NinjaCat is sharing tips about the importance of structure in client reports from their new eBook, Client Reporting Best Practices. 

Let’s talk about Structure.  

Make sure your client knows what they’re jumping into with your report. Keep 3 distinct sections: 

  1. Executive Summary. This is your overview of everything you will cover in the report along with an introduction and any context needed to set the tone. Don’t overlook this section; touch on ROI, overall spend, and other metrics you can share without getting too deep in the weeds. 
  2. Strategic & Tactical Deep Dive. This is where you’ll tie your executed campaigns and tactics to the metrics you mentioned in the executive summary. Make sure you know how deep of a dive your client is able to comprehend when putting together this content to present. Include some ad creative to bring it to life and make the story more tangible. 
  3. Next Steps & Recommendations. This might be the end of a chapter, but not the whole story. Illustrate a plan of action you’ll use to ensure future success for your client. 

That’s not all! NinjaCat has a whole eBook you can download for free to learn more about the best practices in client reporting. Check it out!


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