If you’ve worked in corporate America, there’s a good chance that your current role as a freelancer or small business owner was inspired by the monthly review. I learned how important it is to have a regular cadence for reviewing progress on individual projects and the overall health of your team.
But what about freelancers and small agencies? Shouldn't we be more agile than those giants? In truth, when it comes to running an effective end-of-month review, bigger isn't always better—especially if you want to maximize efficiency while keeping clients happy.
The end-of-month review is one of the best ways to keep your business running smoothly. It's a great way to keep clients informed about their accounts, and it keeps you on track for growing profits and profitability.
It's also an excellent way to learn from what worked in the previous month, so that you can apply lessons learned in future months.
It’s also a great idea for freelancers and small agencies. You can easily adapt it to your own needs.
Startups and small businesses often struggle with getting the most out of their reporting systems. It’s easy to see how this kind of review will help them keep track of their progress and make sure they get it right the first time.
Small businesses and startups are more agile than ever before, which means they need to stay informed with your current projects and any new opportunities that might arise. While these companies might not be large enough to have the resources of larger organizations, they still need information on a regular basis.
In order to meet this need, you'll want to make sure that you're providing an end-of-month review every month. This type of report will help answer all of the questions you've been asked throughout the past month as well as provide guidance for how things should go in future months.
One of the most important parts of keeping clients happy is having a monthly review process in place. The end-of-month review is an essential business practice that helps you stay organized and keep your client informed, engaged, and updated.
So how can you ensure a successful monthly review? Here are some tips:
Don’t get caught up in the traditional end-of-month review! Use your time wisely and create an effective report that keeps your clients informed.