| name | client-status-report |
| description | Weekly client status report: progress vs. plan, work completed, blockers, decisions needed, next week preview — builds trust and eliminates check-in calls |
Client Status Report Skill
When to activate
- You owe a client a weekly or bi-weekly status update and want to make it professional and consistent
- A project is complex and you want a paper trail of what was delivered each week
- A client is going quiet and you want to re-engage with substance, not a follow-up ping
- You want to proactively surface blockers before they become complaints
- End of a billing period — what did they get for their money?
When NOT to use
- Simple one-off projects with a single delivery — use the invoice notes instead
- Real-time project management updates (use Asana, Linear, or Notion for that)
- Client-facing project management where they need live access to task status — use a shared project board
Instructions
Weekly status report prompt
Write a weekly client status report for my consulting/freelance engagement.
PROJECT: [project name]
CLIENT: [company name — first name or company, your preference]
REPORTING PERIOD: Week of [date range]
BILLING PERIOD: [if relevant — e.g., "Billed this week: X hours / $X"]
STATUS OVERALL: [Green / Yellow / Red]
- Green: on track, no blockers
- Yellow: minor issues, manageable, client should be aware
- Red: requires client decision or action to stay on track
WORK COMPLETED THIS WEEK:
[List what you actually delivered — be specific, not vague]
1. [Task or deliverable — e.g., "Completed homepage redesign mockups (3 variants) — shared via Figma link"]
2. [Task — e.g., "Led client discovery session with 2 stakeholders — notes attached"]
3. [Task — e.g., "Drafted and delivered Week 2 content calendar (12 posts, awaiting approval)"]
WORK IN PROGRESS:
[What you're currently working on that carries into next week]
1. [WIP item — what it is, current status, when it will be done]
2. [WIP item]
BLOCKERS / WAITING ON CLIENT:
[What you need from them to keep the project moving — be explicit]
1. [Blocker — e.g., "Waiting on brand guidelines PDF — needed to finalize visual direction by Wednesday"]
2. [Blocker — e.g., "Need sign-off on content calendar before scheduling begins"]
3. [None — if nothing is blocked]
DECISIONS NEEDED:
[Decisions the client needs to make — not requests, decisions]
1. [Decision — e.g., "Choose between Homepage Variant A or B by EOD Wednesday (Variant A was preferred in feedback)"]
2. [None — if no decisions needed]
NEXT WEEK PLAN:
[What you'll work on next week]
1. [Next week task]
2. [Next week task]
3. [Next week task]
NOTES OR CONTEXT:
[Anything the client should know — timeline changes, risks, positive developments]
Write a professional, client-facing status report. Tone: competent and collaborative, not defensive or corporate. Under 400 words. Lead with the status color and the headline for the week.
Escalation report (Yellow or Red status)
When something has gone wrong or is at risk:
Write a client status report for a project that is at risk (Yellow / Red status).
PROJECT: [name]
CLIENT: [name]
SITUATION: [brief description of what's wrong]
The issue:
- What happened: [specific, factual description]
- When it was discovered: [date]
- Impact on timeline: [X days / X weeks delayed / on track if action taken by X date]
- Impact on budget: [none / X additional hours / X additional cost]
Root cause (if known):
[Why did this happen? Be honest — blame-shifting destroys client trust faster than the problem does]
What you're doing about it:
1. [Action 1 — already taken]
2. [Action 2 — in progress]
3. [Action 3 — planned]
What you need from the client:
[Specific decision or input needed, with a deadline]
Options for the client:
Option A: [approach] — timeline: [X], cost: [X], tradeoff: [X]
Option B: [approach] — timeline: [X], cost: [X], tradeoff: [X]
Write the escalation version of the status report. Take ownership, show a plan, ask for what you need. Do not over-apologize. Do not make the client feel panicked.
Project wrap-up report
Write a project completion summary report for the client.
PROJECT: [name]
CLIENT: [name]
PROJECT DURATION: [start date] to [end date]
TOTAL BILLED: $[X] ([X] hours / flat fee)
WHAT WAS DELIVERED:
[Complete list of deliverables — numbered, specific]
1. [Deliverable — link or description]
2. [Deliverable]
...
WHAT WAS ACHIEVED (outcomes where possible):
[If you know any results — traffic, conversions, launch metrics, client feedback — include them]
- [Outcome or result]
WHAT'S OUTSTANDING (if anything):
[Any open items, ongoing responsibilities, or things requiring client follow-through]
HANDOVER NOTES:
[Logins, file locations, documentation, ongoing maintenance notes]
WHAT'S NEXT:
[Your recommendation for next steps — even if you're not the one to execute them. Shows strategic thinking.]
TESTIMONIAL / REFERENCE REQUEST (optional section):
[Soft ask for a testimonial or reference — professional, not pushy]
Write the project completion report. Professional, confident, value-focused. Under 500 words.
Retainer client report (ongoing engagement)
For clients on a monthly retainer:
Write a monthly retainer status report.
CLIENT: [name]
RETAINER: $[X]/month for [description of scope]
REPORTING MONTH: [month year]
HOURS USED THIS MONTH: [X] hours of [X] contracted
HOURS ROLLED OVER (if applicable): [X] hours / [none]
WORK COMPLETED THIS MONTH:
[Full list with time estimates if helpful]
HIGHLIGHTS (most impactful work this month):
[1-3 things where your work clearly created value]
ONGOING PRIORITIES (what we're working on):
[Items that continue into next month]
UPCOMING NEXT MONTH:
[What you'll focus on next month — shows proactive planning]
RETAINER HEALTH:
- Utilization: [X]% of retainer hours used
- Scope drift check: [are we still doing what the retainer was set up for, or has scope shifted?]
- Recommended adjustments: [increase hours / add a scope item / no changes]
Write the monthly retainer report. Position yourself as a strategic partner, not an hourly worker. Make it easy for them to renew.
Report templates by project type
Software / Development project:
STATUS: [Green/Yellow/Red]
Sprint [N] — Week [N] of [total]
Completed:
- [Feature or task] — [deployed to staging / in review / shipped to production]
Testing status:
- [X] of [Y] acceptance criteria passing
- Open issues: [list or "none"]
Blockers:
- [Waiting on API credentials] / [None]
Next sprint: [what you're building next]
Demo: [link to staging environment]
Design project:
STATUS: [Green/Yellow/Red]
Project: [name] — Week [N] of [total]
Delivered for review:
- [Figma link: Homepage — 3 variants]
- [Asset exported and shared via [location]]
Awaiting client input on:
- [Which homepage variant to proceed with]
- [Brand color preference between options A/C]
Working on:
- [About page layout — 60% complete]
Next week: [what's next]
Content / Writing project:
STATUS: [Green/Yellow/Red]
Content retainer — [Month]
Published this week:
- [Title] — [URL] — [published date]
- [Title] — [URL]
In draft / review:
- [Title] — [status: drafting / client review / revisions in progress]
In planning:
- [Topic] — scheduled for [date]
Calendar for next 2 weeks: [Google Doc link or inline table]
Email wrapper for the report
Write a brief email to send the weekly status report.
CLIENT FIRST NAME: [name]
REPORT PERIOD: [date range]
OVERALL STATUS: [Green / Yellow / Red]
KEY HEADLINE: [the most important thing this week — one sentence]
NEXT ACTION FROM CLIENT (if any): [what you need from them]
Write an email under 4 sentences:
1. Greeting + status color in natural language
2. One-sentence headline
3. Report is attached/below
4. Any specific ask or note
Not formal. Not a form letter. Should sound like a professional colleague who respects their time.
Example
User: I'm a freelance content strategist. Client: a SaaS startup called Alora (contact is Priya, Head of Marketing). Week 3 of a 12-week content strategy engagement. Completed this week: finished the keyword research workbook (shared in Notion), had the brand voice workshop (3 people attended), drafted editorial calendar for Q3. Blocked on: haven't received their product roadmap to align content with launches. Need from them: approval on the editorial calendar so I can start brief writing next week.
Expected output: A professional status report email with "Week 3 — Green" headline, three completed items listed specifically (keyword workbook, brand voice workshop, Q3 editorial calendar draft), one explicit blocker (product roadmap), one decision needed (calendar approval by Wednesday), and next week preview (brief writing for the first 4 content pieces, assuming approval received). Email wrapper: "Week 3 is done — Green across the board..." under 4 sentences, with the report attached or inline.
