Monthly Client Reports: Templates & Metrics
Dec 20, 2025
Build reusable reporting dashboards with Corcava's saved views and auto-send them monthly. Learn how to create professional client reports with key marketing KPIs, white-label bran...
10 posts tagged with Client Management
Build reusable reporting dashboards with Corcava's saved views and auto-send them monthly. Learn how to create professional client reports with key marketing KPIs, white-label bran...
Create a branded creative brief form to capture project requirements and client goals efficiently. Learn what questions to ask, how to structure intake forms, and streamline projec...
Download free templates and learn how to price creative work profitably. Complete guide to creating rate cards, service packages, and transparent pricing for design agencies.
Prevent scope creep by implementing structured change request workflows. Learn how to log, price, and approve additional work without damaging client relationships or agency profit...
Learn what design tasks are billable, what should be written off, and how to categorize time for maximum profitability. Essential guide for creative agencies managing billable hour...
Simplify design approvals by uploading Figma exports to a centralized client portal. Stop endless email threads and scattered feedback - get structured approval workflows instead.
Build recurring revenue with design retainers. Learn how to structure retainer agreements, track hours against budgets, set up recurring invoicing, and maintain profitability with...
Discover the 9 essential features every client portal needs for agencies and service businesses. From payment processing to white-label branding, learn what makes a great client po...
Turn support tickets into development tasks, track billable time, and invoice seamlessly. Complete workflow guide for dev shops handling client support.
Running a salon takes more than skill—it needs organization and client connection. Learn how salon CRM software streamlines operations and grows your business.