Client Report Templates

What's included

Three template variants for the three most common client review formats. Pick the one that matches your meeting cadence.

• Monthly snapshot (12 slides, 15-min meeting)
• Quarterly business review (28 slides, 45-min meeting)
• Annual strategy review (40 slides, 90-min meeting + workbook)
• All three: PowerPoint, Keynote, Google Slides

Slide-by-slide structure

Each template follows a tested narrative arc: context → results → insight → next steps. Stakeholders should leave knowing what changed, why it matters, and what's next.

• Cover with project name, period, presenter
• Executive summary (3 bullets max, the TL;DR)
• KPI scorecard (period-over-period comparison)
• Wins and milestones with proof
• Misses and what we're doing about them
• Next-period plan with owners and dates

Auto-fill from Workexe

Connect your Workexe project, pick the template, and 80% of slides auto-populate with charts and tables. You write the narrative on 4-5 slides only.

• KPI scorecard pulled from Live Dashboard
• Position changes pulled from Position Tracking
• Backlink wins pulled from Backlink Monitoring
• Traffic chart pulled from GA4 integration
• Task completion pulled from SEO Tasks

Branding and customisation

Theme editor lets you swap colours, fonts and logo in 2 minutes. Per-client variants stored under Reports → Templates → Custom.

• Primary colour: applies to all chart fills and accent shapes
• Font pair: heading + body, swappable from preset list of 20
• Logo: PNG/SVG, placed on cover, footer and divider slides
• Footer text: legal disclaimer or contact line, per client

Narrative writing tips

Templates include placeholder narrative coaching text. Replace before sending. Key principle: numbers without context are noise, context without numbers is fluff.