> ## Documentation Index
> Fetch the complete documentation index at: https://docs.koalr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a monthly client review

> For agencies: the thirty-minute routine that turns a month of runs into a report, a plan and a conversation.

**Goal:** a client-ready summary of the month, the work done, and the plan for next month.
**Time:** about thirty minutes per client.
**Pages:** Agency Dashboard, Dashboard, Action Centre, Content Studio, Reports.

<Steps>
  <Step title="Start from the portfolio">
    Open **Agency Dashboard**. The table shows every client site with Prompt Visibility Rate, Share of Voice, Sentiment and the change since the previous run. Sort by change to find the client that needs the most attention this month and the one with the best story to tell.
  </Step>

  <Step title="Open the client and set the window">
    Switch to the client's site and open the **Dashboard**. Set the date range to the last month. Read the three headline cards and their change, then **Platform Breakdown** (where they gained or lost) and **Prompt Movers** (which prompts did it). Open one or two movers and read the answers, so you can quote them.
  </Step>

  <Step title="Account for the work">
    In the **Action Centre**, the **Archive** tab lists everything marked done this month and the **Board** shows what is in progress. In the **Content Studio**, the **Published** tab says whether anything published has started to be cited yet, and on which prompts. A published piece with no citations yet is normal in its first weeks; say so.
  </Step>

  <Step title="Set next month's plan">
    Back on the **Actions** tab, the top of the list is next month's plan. Tick **High impact only** and add three to five actions to the **Board**. If the client has a content budget, the **Opportunities** tab of the Content Studio is where the next piece comes from.
  </Step>

  <Step title="Generate the report">
    Open **Reports**, choose **Generate Report**, pick **Standard** for a monthly review (Executive for a leadership audience), set the date range to the month, and generate. It carries your agency branding. Share it with a link, or download the PDF. See [Reports](/act/reports).
  </Step>

  <Step title="Ask Kevin for the narrative">
    On the client's Dashboard, ask Kevin "how did we do this month" and "which platform am I weakest on". His answers match the report's numbers and give you the sentences for the email.
  </Step>
</Steps>

## Give the client their own view

Invite the client's people from **Agency Admin, Manage, Client access** and give them Viewer access to their workspace. They can read every page and chat with Kevin without changing anything, and the weekly **Digest email** keeps them informed between reviews. See [Team and client logins](/agencies/team-and-client-logins).

<Tip>
  Keep one number as the headline every month: Prompt Visibility Rate. Share of Voice and Sentiment explain it; they are not separate targets.
</Tip>