Agency Monthly Review template
Use this monthly review form to prepare a conversation about delivery and next priorities. It separates completed work from observed outcomes, asks for the comparison period and leaves room for uncertainty. The working-arrangement question provides context for improvement without turning the review into an upsell or a generic satisfaction score.
12 questions · Free plan: 500 responses/month · fully customizable
- Editable cover artwork
What’s inside
The questions this template ships with — rename, reorder, or delete any of them in the builder.
When to use this template
- Preparing a recurring agency-client review meeting
- Explaining why work carried over into the next period
- Collecting delivery and communication feedback alongside the proposed next priorities
Tips to get more from it
- Use the same date window in the form and the linked report.
- Separate the fact that an asset shipped from the claim that it caused a business outcome.
- Keep proposed next priorities labeled as proposals until the client and delivery owner agree them.
Give results enough context to discuss
Start with the priorities agreed at the previous review and state what was delivered against them. Then describe observed changes with the baseline, period and relevant limitations. A new campaign that ran for three days should not be compared casually with a full previous month; the review should surface that difference.
Use the evidence link for the detailed report or work record so the meeting does not become a recital of numbers. If data is unavailable, state what is missing and who can obtain it. The form does not connect to analytics or calculate performance automatically.
Leave the meeting with decisions
Group discussion around what to continue, what to change and what needs investigation. The top-three-priorities answer helps expose competing demands before they consume the next month's capacity. A communication concern may require an approval deadline or a named contact rather than more production work.
After the meeting, record each agreed action with an owner and date in the team's work system. Do not treat a suggested priority in the pre-meeting form as an approved scope change. Use a separate change request when a proposed priority affects the agreement or committed delivery.
Example response and next steps
Illustrative example, not a real customer submission.
An agency reviews a month in which landing pages shipped but campaign testing was delayed.
- What was delivered against the agreed priorities?
- Two approved landing pages and the campaign creative set.
- What was blocked or carried over, and why?
- The tracking review moved to next month because the client's developer was unavailable.
- What are the top three proposed priorities for the next period?
- Complete tracking review, run the agreed campaign test, and simplify the creative approval timetable.
How to use the response
Confirm the developer's availability before committing a launch date. Discuss the approval timetable as an operating change and preserve the difference between shipped assets and results that have not yet been measured.
Before publishing your version
Set a review period format and identify who completes the form. Check that the report link is accessible to meeting participants and that follow-up actions have a home outside the response.
Questions people ask
Is this an analytics dashboard?
No. It collects review input and a link to evidence. Metrics, calculations and attribution remain in your reporting system.
Should the agency or client complete it?
Choose an owner for the review record. An agency lead can prepare delivery context, while the client can supply working-arrangement feedback. Separate responses may be useful if responsibilities differ.
Can this be used quarterly?
Yes. Rename the title and period instructions, then keep the evidence and comparison window consistent with the review cadence.
Go deeper
Related templates
Record evidence for creative, landing page and tracking checks, then name unresolved blockers and the launch decision owner.
Record a proposed scope change, its business reason and the impact questions that need a decision.
Describe recurring creative demand, typical work size, review capacity and budget before discussing a retainer.
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