Tip 49 of 72Habits, team and depth

The Quarterly Review

Assemble the 90-day client review from saved wins, decisions, campaign results and rocks, with a source for each.

Every 90 days, a good client expects to see what they got: what worked, what was decided and why, and what comes next. Writing that from memory three months later is how wins get forgotten and numbers get fuzzy.

If you have been saving decisions and campaign outcomes, and your reporting apps are connected, the raw material is already in the client's mind. Armbrain can assemble it into a draft:

Wins and milestones from the quarter
Key decisions, with the reason behind each
What each campaign did, from saved results
Which quarterly rocks were finished and which slipped
Three recommendations for next quarter

The review only uses what is stored. Ask for the source and date next to every number, and a list of anything it could not find. The gaps are useful too: they show what to start saving next quarter.

Edit the draft in your own words before it goes to the client. For the monthly version, ask for a monthly report instead. Read the quarterly planning guide.

Try it

Armbrain, list the decisions we made for Lumen Health Clinic this quarter, with the reason and date for each.
Armbrain, draft last month's report for Lumen Health Clinic. Do not invent numbers, and do not send or share it.

Prompt of the day

Draft the quarterly review with sources

Change these first:

CLIENTCOMPANY = Lumen Health Clinic CLIENTCONTACT = Jordan Armbrain, draft the quarterly review of CLIENTCOMPANY for CLIENTCONTACT: wins, key decisions and the reason for each, what each campaign did, rock completion, and three recommendations. Put the source and date next to every number. Mark anything you could not find. This is a draft for my review. Do not send or share it.

Why it works: Sources and dates make every claim checkable, and the list of missing items tells you exactly where the story is thin before the client sees it.

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