Results and proof
Weekly recap and monthly review
Read What changed, Why and Do this; keep monthly client reviews as saved versions.
Coming soon
- Automatic weekly generation, anonymous expiring recap shares and recap email delivery.
Steps
- Open Weekly recap for the last completed week.
- Owners and Strategists make a draft; move it to Review before sharing with assigned clients.
- Copy recap link after sharing. Recipients sign in; it grants no new access.
- Open Reports, choose a month, make the monthly review and preview its evidence before preparing a PDF or PowerPoint download.
- Use Version history to reopen earlier saved drafts.
What good looks like
A saved review retains its dates, goals and source appendix.
Common mistakes
- Sending a sign-in link to someone who has no assigned workspace access.
- Assuming a partial month is complete.