Project account Managers only

Weekly Project Report

The Project Manager must complete this form every Friday by 6 PM EST to provide a clear summary of the project’s progress. This update ensures transparency, tracks milestones, identifies challenges, and incorporates client feedback. The completed update should be shared in the Slack channel dedicated to the project managers and pinned for easy reference.

Weekly Project Account Report

1. Weekly Project Account Report

A. Task Completion Checkboxes/ Fulfilment Status

List all tasks completed this week, e.g., "CRM sub-account created," "Graphics designed," "Ad campaigns launched."

B. Pending Items

C. Upcoming Task

List tasks planned for the upcoming week, e.g., "Finalize video edits," "Set up automation workflows."

Blockers

A. Performance Metrics

List any issues or blockers preventing progress, e.g., "Waiting for client feedback on creative assets," "Technical issues with CRM integration.
Provide potential solutions or steps to resolve the blockers.

B. Active Campaigns

3. Client Feedback

A. Challenges Encountered

Include any other relevant information, e.g., "Team training completed this week," "Client requested a timeline adjustment."

4. Opportunities for Upsells or Cross-Sells

A. New Needs Identified

B. Suggested Action

5. Client Satisfaction Snapshot

Submission Instructions

  • This form should be completed and shared in the Slack channel dedicated to the project managers every Friday by 6 PM EST.

  • Pin the weekly update in Slack for easy reference by the managment team.