<b>SOP: Prep a client performance report</b>

<b>SOP: Prep a client performance report</b>
Run this on the same weekday every reporting cycle, before the client asks.

<b>Stage 1 — Verify the data</b>
— ☐ Numbers cross-checked between platform and tracker, gaps under 3% (Owner: ops)
— ☐ Date range matches last period exactly for clean comparison (Owner: ops)

<b>Stage 2 — Build the story</b>
— ☐ Lead with the metric the client actually cares about (Owner: manager)
— ☐ One line on what changed and why (Owner: manager)
— ☐ Wins and losses both shown — no hiding the losers (Owner: manager)
— ☐ Next period's plan stated as concrete actions (Owner: manager)

<b>Stage 3 — Ship</b>
— ☐ Self-review against "would this survive a hard question?" (Owner: manager)
— ☐ Sent on the committed day, even if the news is flat (Owner: manager)

<b>Owner:</b> Account manager
<b>Trigger:</b> Reporting cycle date
<b>Done-when:</b> Report sent on schedule with a verified next-step plan.

Save this. Run it every time.