Part of effective client management and retention is knowing how to
communicate effectively. When it comes to official business matters,
every opportunity to interact with your clients must be on point. You
want to meet your client’s wants and needs, providing them with
information that’s important to them while also valuing their time.
Naturally, the client report plays a vital role in communication.
Reports are a tool for conveying results clearly, and they support
transparency by putting you and your client on the same page. When done
right, reports keep your client engaged and committed to meeting your
shared goals. Unfortunately, many people fail to take advantage of their
report’s potential. This leads to the chronic problem of boring
reports—10-page documents filled to the brim with soporific text and
statistics. Sure, reports aren’t exactly known for being the most
riveting of reads. But with a bit of visual design and thoughtful
presentation of data, even the most numbers-heavy report can be
interesting to your clients. In this podcast, we’ll go over a few ways
to take your client reporting to the next level.

Peter Jaffe
https://www.linkedin.com/in/peter-jaffe-4b18a66/

The Data Standard
https://datastandard.io/
https://www.linkedin.com/company/the-data-standard/
https://www.youtube.com/channel/UCTuolowXD05RY9DkIWqRT6Q