How Are Weekly Client Reports Scored and Why Are They Important?

Why record weekly client reports?

Weekly client reports are crucial for maintaining transparency, alignment, and demonstrating value to our clients. They serve the following purposes:

Internal Clarity:These reports provide status updates on each client account, offering a clear understanding of project progress, challenges, and next steps. This helps Designity’s internal teams and creatives to stay informed, aligned, and prepared to deliver value efficiently.
Client Communication: Weekly reports summarize last week’s activities, plans for the upcoming week, and delivered projects, ensuring clients and stakeholders stay informed. They unify client teams by clarifying what each creative has done and plans to do. Use recurring weekly calls for brainstorming and strategic discussions, while reserving routine updates for Loom reports to make the process more efficient.
Demonstrate ROI: These updates highlight the project’s return on investment, re-engaging disengaged stakeholders and addressing the concerns of finance-conscious decision-makers. Sharing reports with key figures like the CEO, finance director, and marketing director ensures they see the value of the work and stay connected to the project’s progress.

Score Calculation

For each performance pillar, we ask several questions during feedback reviews. You can score up to 10 points for each question. We then calculate the average score for that pillar and multiply it by 10, giving a maximum score of 100 for that pillar in that specific review. All the feedback scores are then averaged to give you the Total Pillar Score, which you see in your portal.

Types of reviews where your Client Reports skills are rated:

Quality Assurance (QA) Checks
Client Reviews

The weight of this score is x2.

Sources for this score

QA Checks Questions & Points

Timeline Presented?

(+2 points) Screenshared timeline in timeline view
(+2 points) Mentioned tasks for past week
(+2 points) Overviewed deliverables for past week week
(+2 points) Mentioned deadlines for past week

BONUS (pick two)

(+1 point) Mentioned total duration and end date of the project
(+1 point) Provided a general update of the project: are we ahead, on track, delayed with the project?
(+1 point) Presented timeline in client view

Deliverables Presented?

(+2 points) Screenshared client-facing Miro board
(+2 points) Presented deliverables with sufficient detail for the client to fully understand last week’s deliverables and milestones
(+2 points) Zoomed in the client facing appropriately to highlight key aspects of the work
(+2 points) Verbally presented for both the client and external stakeholders, who might need further context on what the team was working on

BONUS

(+1 point) Highlighted the behind-the-scenes work involved by screensharing the internal Miro board and presenting some of the backend creative processes behind the deliverables.
(+1 point) Verbally discussed the chosen creative process and its execution, providing context for creative decisions. i.e: 1- For this process, you requested a “creativity” approach that emphasizes strategy and guidance. To bring that vision to life, we are spending additional time on moodboarding. 2- Since it's a” production” process, we wanted to jump really quickly to execute the templates.

Next Steps & Expectations Setting

(+2 points) Presented the tasks for the upcoming week, ensuring the audience understands the team’s focus and objectives
(+2 points) Mentioned the deliverables and milestones expected in the upcoming week
(+2 points) Clarified any hiccups in the creative process and updated the timeline, setting clear expectations for delivery
(+2 points) Explained the client's role for the week, including the need for feedback, copy, or images, or meeting

BONUS

(+1 point) Requested the submission of new projects
(+1 point) Offered options and insights to ensure the smoothest possible process and accelerate timelines

Loom Duration

(+4 points) Aligned the length of the Loom video with the duration expectations specified for each client plan:
Essentials can be shorter than 2 minutes long
Plus should be within range (2-5 minutes long)
Premium can exceed the range
(+4 points) Edited the Loom to be brief and concise, eliminating unnecessary silences and fillers

BONUS

(+2 points) Balanced the time spent discussing the timeline and deliverables, ensuring adequate attention was given to each, as both are equally important

Loom Sentiment

(+2 points) Engaged, maintaining focus on the recording
(+1 point) Ensured the camera was on
(+1 point) The video window was well-positioned, without obstructing important information such as the creatives roles while presenting the timeline
(+2 points) Maintained a positive attitude and solution-oriented approach, even when addressing hiccups in the creative process
(+2 points) No background noise, ensuring clear sound quality

BONUS

(+1 point) Used a nice background for their video window
(+1 point) Extended a warm, nice greeting to the client and/or addressed specific names

Why record weekly client reports?

Score Calculation

Sources for this score

Designity Courses

Additional Resources