The agency field guide / Working together
See the work.
Know the next move.
Good agency communication makes progress visible. Agree on a rhythm that shows what shipped, what is blocked, what the numbers mean, and what each person needs to do next.
In your corner
Every update should answer.
- What changed since the last update?
- What did we learn from the evidence?
- Who owns the next step, and when is it due?
Your business. Your decisions.
A clearer way forward.
The working rhythm
A useful update.
Every time.
Weekly or biweekly may fit your project. Agree on the cadence, channel, and point of contact before work begins.
01
Show what shipped.
Link to the changed page, tested form, campaign, or completed task. Explain which problem it was intended to solve so you can connect the work to the plan.
“Updated the water-heater page and tested its estimate form on mobile” is clearer than “website optimization.”
02
Explain what the numbers can tell you.
Use a short set of shared measures: qualified inquiries, booked jobs where tracked, spend, and response time. Compare a consistent period and explain missing data.
A form submission is an inquiry. Count it as booked work only when your booking records support that.
03
Bring blockers forward.
Name the missing access, decision, content, or approval. Say who can resolve it and what moves if it stays blocked.
Bad news belongs in the update as soon as it affects the work, not after a missed deadline.
04
Give the next step an owner.
End with the next action, the person responsible, and a due date. If scope changes, explain the cost or tradeoff before the extra work starts.
Keep decisions and approvals in one place so neither side has to reconstruct the conversation.
Put it to work
Copy this update format.
This is an illustrative reporting template, not a client result. Fill it with your own work and verified numbers.
- Completed: [what changed] → [link or screenshot] → [problem it addresses].
- Results: [measure] → [date range] → [source] → [what changed and what we cannot yet conclude].
- Blocked: [issue] → [person who can unblock it] → [date needed].
- Next: [action] → [owner] → [due date] → [decision or approval required].
Talk it through
Less chasing.
More clarity.
If you cannot tell what your current work is accomplishing, start with the report and the underlying accounts. Bring the sticking point to a free 15-minute Fit Call.