Agency client recap from a weekly client report template

Account leads at 5–20 person agencies still rebuild this from a doc or slide every Friday. Friday Recap is the same recap as a fillable page that downloads a PDF. Same four sections as the weekly client report template.

From search to PDF

If you googled “weekly client report template,” this is the short agency path:

1. Stay on the homepage Generate form (or jump to #form).
2. Paste the four sections for this week’s real client — or open the weekly client report template outline first.
3. Optional: Load example for shape only. Northline is EXAMPLE ONLY — rename-only is refused.
4. Click Generate PDF, skim the one-pager, attach it to the Friday email.

From weekly client report template to PDF

Searching for a weekly client report template? Use that page for the outline, then Generate for the sendable PDF.

1. Open the weekly client report template. Copy the blank outline, or skim the labeled EXAMPLE ONLY week.
2. Optional: Load example, then replace Northline and every figure. Northline is EXAMPLE ONLY — not a customer. Rename-only is refused.
3. Generate PDF. Skim it. Attach it to the Friday email.

Generate this week’s recap Jump to form Weekly client report template

What to paste Friday (agency client recap checklist)

Searching for a weekly client report template usually means you need a paste list for one client’s Friday email. For this agency client recap:

1. Client + week. Real client name and the week range (not “this week”).
2. What shipped. Three or more bullets of work that actually went live.
3. Results. Channel rows with spend, revenue, ROAS/CPA, and vs prior from the tools you already use. Optional site line + one-sentence read.
4. Blockers. Named owners, or leave blank.
5. Next week. Up to three concrete moves the client can hold you to. Thin weeks stay thin — do not invent numbers.

Then open Generate (or the homepage form), paste those blocks, download the one-page PDF, skim it, and attach it to the Friday email. Rename-only of the EXAMPLE ONLY Northline week is refused.

What goes in an agency client recap

• Shipped — concrete launches and changes, not “optimization ongoing”
• Results — a short table the client already tracks (spend, revenue or leads, ROAS or CPA, vs last week)
• Blockers — named owners, or leave blank
• Next week — three commitments the client can hold you to

Why one page

Clients skim. A long deck gets forwarded unread. One page forces a takeaway and three next steps.

15-minute Friday path for this agency client recap

If an account manager searched for a weekly client report template and needs one client’s Friday email, the job is a sendable one-pager — not another deck. Once spend and revenue are open in the tools you already use:

1. Minutes 1–5. Copy the four sections from the weekly client report template (or Load example for shape only). Put the real client name and Mon–Sun week on the form.
2. Minutes 6–12. Paste shipped bullets and channel rows with spend, revenue, ROAS/CPA, and vs prior. Blockers only if real. Next week: three commitments. Thin weeks stay thin.
3. Minutes 13–15. Generate PDF in the browser, skim once, attach to the Friday email. Northline is EXAMPLE ONLY — rename-only is refused.

Nothing is uploaded. The file title is the client name. “Friday Recap” stays on the website, not on the PDF the client sees.

Mistakes to avoid before Generate

• Dashboard dump into Results — keep a few rows with vs prior, not every metric.
• Invented blockers — leave the section blank when nothing is stuck.
• Sending the EXAMPLE ONLY Northline week — replace every figure; rename-only is refused.
• Vague next week — three dated or triggered commitments beat “monitor performance.”
• Skipping the skim — read the one-pager once before you attach it.

FAQ for AMs searching weekly client report template

Honest limits

No auto-pull from ad accounts in v1. No auto-send. No client login. You paste, you skim, you send.

The Load example week is fake (Northline Supply) and labeled EXAMPLE ONLY. It is not a customer case study.