The importance of managing clients in a structured and organised way can not be overstated. Creating and following a structured monthly plan not only helps with tracking progress but also helps the business stay proactive and deliver consistent value. In the long run, this can lead to improved client satisfaction, retention and ultimately long-term growth. But the question remains, how do you create a simple but effective client plan that will keep you and the client happy?

This guide will break down the key steps to creating a clear, actionable monthly client plan, so you can maintain a structured plan moving forward.

Step 1: Review client goals and expectations

The first step is to understand each client’s objectives and what they would like to achieve with you. This can establish what is most important to them; therefore, what you should place more emphasis on in the planning process. A tip when establishing this is to revisit contacts, KPIs, previous reports and communications to ensure that they align with the plan that you have in mind. When you’ve created a plan, you must ensure that it’s realistic and measurable for the month by checking it and recording it for clients to view in reports.

Step 2: Audit current performance

You must assess the previous months’ performances before creating a plan to know where you and your client stand. You can do this through several methods, such as tracking metrics, reviewing deliverables and analysing results against KPIs. Learning from last month’s successes and areas for improvement helps to form this month’s plan most effectively. Once you’ve viewed the previous month’s reports, create a summary to inform planning for the upcoming month.

Step 3: Outline key tasks and deliverables

In this step, it’s key to break down the client’s goals into actionable tasks, for example: content creation, meetings, reporting, strategy sessions or product deliverables. Once you’ve created the tasks that you need to complete, it’s then time to prioritise them by importance and deadlines to ensure that tasks are completed in the most productive and efficient order. Clarity in actionable tasks for clients to see helps to reduce confusion and ensure accountability on both sides, so everyone involved is informed on what’s going on.

Step 4: Assign timelines and responsibilities

Scheduling tasks and assigning responsibilities ensure that all tasks are completed in a timely manner by the right people. If you don’t assign responsibilities, you could end up with duplicate tasks or an overall disjointed outcome. To manage this, you can use management tools to promote transparency. It’s important to include buffer time for unexpected delays or changes in client feedback so you can still deliver results on time. These clear timelines keep both team and client aligned on expectations.

Step 5: Scheduled check-ins and progress reviews

Regular updates throughout the month, such as bi-weekly check-ins, ensure that progress is on track and both parties are happy with the progress. Addressing issues early by maintaining communication builds trust and further improves client relationships. It’s recommended that you document discussions and action points for accountability and future reference.

The benefits of a structured monthly client plan

Clear, actionable monthly plans can be as difficult as applying for British citizenship, but with these 5 clear steps, you and your client can build a great, communicative relationship. This will be both beneficial for the short term and long term, ultimately leading to a more successful future for you and your business.