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What is your reporting process to clients?

Client reporting is about client communication. It's a conversation, between you and your clients. Those reports become the basis around which your discussions occur, your way of showing your worth, and your way of proving how great you are at what you do.

What is in a client report?

Client reporting is about client communication. It's a conversation, between you and your clients. Those reports become the basis around which your discussions occur, your way of showing your worth, and your way of proving how great you are at what you do.

What is the purpose of a contact report?

Typically, a contact report documents two-way communication that moves the prospect further along the Donor Continuum towards making a gift; however, you may have other contact reports recording other activities, such as phone call or an email.

What is an executive summary made of?

It usually contains a brief statement of the problem or proposal covered in the major document(s), background information, concise analysis and main conclusions. It is intended as an aid to decision-making by managers and has been described as the most important part of a business plan.

What should be in a contact report?

A contact report documents all the topics discussed during meetings, conference calls and phone calls. One such example of a contact report is used during fundraising; it summarizes the topics a fund development professional discusses with a potential donor.

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