Template · Kuga · Updated 16 September 2026

Monthly client report

If the report could have been written without opening the workspace, it is not a report. Start from conversations. End with a recommendation the client can approve.

Monthly client report

Suggested sections

  • Volume: conversations, Contact Requests, handovers
  • What people asked that the site did not answer
  • Changes you made to knowledge or appearance
  • One website or content change you recommend
  • Anything that needs a person next month

Two audiences

Keep private recommendations on the operating workspace. Share the client-facing version through the portal.

See AI Insights

Agency notes and a client-ready narrative.

Client deployment checklistClient onboarding for an AI serviceWebsite install checklistWebsite knowledge versus files

Sell the service.

Keep the infrastructure.

Create an agency workspace