Start with what the client received
List accepted deliverables and unresolved requests for the review period. Do not equate a large task count with customer value: several small resizes may serve one campaign, while a single strategic asset may matter more. Keep the unit clear. Use the original work records to explain what was completed, what is waiting for approval and what never started rather than assembling a flattering total from inconsistent status labels.
Look at the operational friction
Review missing briefs, conflicting feedback, repeated revisions and capacity pressure. Time tracking can help identify effort patterns, but a small sample is not a universal productivity benchmark. Separate client dependencies from agency errors and product limitations. A useful review asks what would make next month’s delivery easier, not who can be blamed for every delay. Keep private employee details out of a customer-facing summary unless sharing them is appropriate and authorized.
Make a small number of changes
Choose specific improvements supported by the evidence: a clearer brief question, one designated approver or a revised queue explanation. Do not change the client’s existing commercial agreement silently. If the service needs a different price, allowance or scope, handle that as an explicit discussion for the relevant future period. Software settings should implement the agreed offer, not become a backdoor way to impose new terms on ongoing work.
Carry open work forward visibly
For every unresolved item, retain the original request, next action and owner. A new month should not erase pending approvals or create duplicate briefs. State any uncertainty about allowance treatment rather than guessing. The review is complete when the client and agency understand the next period’s practical plan. It should reduce the amount of coordination required, not become another elaborate reporting ritual that produces charts without changing how work gets delivered.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- ManyRequests managing requests and exporting data — Merchant documentation · help.manyrequests.com · Merchant-controlled · checked 2026-09-19
- ManyRequests time tracking — Merchant documentation · manyrequests.com · Merchant-controlled · checked 2026-09-19
- ManyRequests service pricing configurations — Merchant documentation · help.manyrequests.com · Merchant-controlled · checked 2026-09-19