Brief templates
Pre-built briefs. Renderable today.
7templates for the recurring reports agencies actually ship. Each one is ready to render against your data; clone any, customize the sections, and you’re shipping in under an hour.
Featured
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- MonthlyFeatured
Monthly performance brief
The standard recurring brief for client-services agencies. Headline metrics, what happened, what it means, what's next — branded for each client, sent on schedule.
25 min setup·6 sectionsView template - QuarterlyFeatured
Quarterly business review (QBR)
The 90-day strategic checkpoint. Goals reviewed, results documented, next quarter planned. Auto-rolls forward so this quarter's goals become next quarter's "did we hit them" section.
45 min setup·8 sectionsView template
All templates
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- Quarterly
Brand health quarterly review
Brand awareness, sentiment, share-of-voice, and creative performance. For creative + brand agencies whose work is harder to measure with last-click attribution.
50 min setup·7 sectionsView template - Monthly
Essential monthly brief
The pared-down monthly client report — three KPIs, what we did, what's next. For agencies that want recurring updates without a six-page document or a slide deck.
12 min setup·4 sectionsView template - Monthly
Paid-media performance report
Channel-by-channel ad performance with spend, ROAS, CAC, and conversion details. Built for agencies running Meta, Google, LinkedIn, or multi-channel paid programs.
35 min setup·7 sectionsView template - Monthly
SEO performance brief
Organic traffic, rankings, and content performance with the analyst commentary that makes the numbers actionable. Built for SEO-focused agencies and content programs.
30 min setup·7 sectionsView template - Weekly
Weekly status update
A compact Friday-morning status. Hours used, tickets shipped, metric movement, next-week plan. Five minutes of review per client, sent on autopilot.
10 min setup·4 sectionsView template
Clone a template. Render in 18 minutes.
Founders Circle pre-launch — we set up your first 5 clients on the template that fits, then run the first cycle with you. Capped at 25.