Please feel free to download the guide to improving your client reports.
This provides useful insights for you and discusses the 6-steps I use to help improve your client reporting.
I also offer a personalised service where I review your reports following my 6-step approach and help improve them for your business and your client’s benefit.
Please get in touch or scroll down to find out more below.
Thank you
Mark UnderdownWhat exactly is the Insight Report?
I will review your existing material following my unique 6-step approachReadability
Does your report add clarity or confusion?
Engagement
Will your clients enjoy your report?
Layout
Is your report well structured?
Design
Is it visually appealing and does it reflect your brand?
Wording
Does it read like a novel or legal small print?
Compliance
Does it contain the correct information?