Template
Monthly client report
Every channel's numbers pulled and written up in one sitting, then walked through with the client. 3 of them move together — schedule one and the rest follow.
This template: 4 tasks · 2h 40m
- Export the month's Instagram insights — 20m · linked
- Export the month's Facebook insights — 20m · linked
Reporting
- Write the monthly report — 1h 30m · linked
- Walk the client through it — 30m
Start from this
It fills a new project with these tasks across these channels, with the linked ones already batched. Nothing is locked afterwards — the names, the durations and the channels are all yours to change.