An internal health snapshot of the month's account activity, plus a recap email drafted to the client with the report links already in it.
This playbook pulls everything that happened on an account this month: tasks completed, hours spent, client requests, correspondence, milestones, and any reports generated (with their metrics). It creates an Account Overview deliverable with an internal health rating, drafts a recap email to the client, and lands a review task on your desk.
If you run the monthly reporting playbook earlier the same day, this chain finds those rendered reports and pulls the metrics and links directly into the email. Schedule the reporting playbook for the morning and this one for the afternoon so the reports are posted to the feed before this chain runs.
Account managers running retainer clients who want a consistent monthly check-in without pulling data manually for each client.
Template 1: Account Health Snapshot. Pulls tasks, analytics, requests, correspondence, milestones, and any reports rendered in the last 30 days (with their metric data). Creates an “Account Overview” deliverable with an Account Health Rating (Healthy, Needs Attention, or At Risk). Only includes sections that have data. When done, books Template 2.
Template 2: Draft Client Email. Reads the Account Overview, finds the client contact, and drafts a recap email covering what was delivered, report metrics and links, follow-ups, and what’s next. The health rating is internal only and stays out of the email. When done, books Template 3.
Template 3: Review & Send. The SOP leads with the health rating so you know where to focus. Review the email for accuracy, add personal context, and send.
Paste these into Settings → Task Templates in your Lifted Work account. Create a template group, add each template in order. When you create tasks from these templates, the AI picks up client context automatically.
Read the client profile.
Gather data for this month (first day of month through today):
Only include sections that have data worth mentioning.
Create one deliverable titled “Account Overview”:
Create a task from the “[2/4] Create appropriate next tasks” template, due 5 minutes from now.
You’re to assign appropriate tasks for next month based on the current health of this client.
Look up the “Account Overview” deliverable to check current health.
List our task templates.
Based on the findings from the Account Overview deliverable, create 6 tasks due over the next 2 weeks based on the templates.
If there is no appropriate template, you can make the appropriate tasks without one.
The tasks should be geared toward implementing client requests, addressing issues, or pushing the health of their account forward.
After creating the 6 tasks, create a deliverable listing the tasks you created.
When done, create a task from the “[3/4] Draft Client Email” template, due in 5 minutes.
You’re to write a monthly update email for our client.
Look up the “Account Overview” deliverable. List the client’s users and pick the primary contact.
The Account Health Rating is internal only; keep it out of the email.
Draft the email:
Writing rules:
After drafting the email, create a deliverable with a link to the email.
Create a task from the “[4/4] Review & Send” template, due tomorrow.
AI has built an account health snapshot and created 6 tasks for your review. You also have an email drafted for this client ready to review and send.
FAQ
A performance report focuses on channel results such as traffic, rankings, leads, and ad performance. An account review examines the working relationship and delivery: tasks, hours, requests, correspondence, milestones, risks, and follow-ups.
Run it after the month's important work and reports are complete, but before the account manager prepares the client check-in. If you also run the reporting playbook, let that finish first so its metrics and links are available to the review.
The rating is kept in the internal Account Overview and is not copied into the client email. The account manager can use the underlying evidence to address concerns in appropriate language without sending an internal label such as At Risk.
No. The chain drafts the recap and creates a review task. The account manager checks the facts, adds context, chooses the right recipient, and sends it after approval.
Related reading
A prioritized keyword strategy saved as a client note, built from the client's site plus Search Console and GA4 data, that every content playbook reads first.
A full sequence arrives planned, written with A/B subject lines, and checked for CTAs and tone across every message, with setup instructions for whatever platform you send from. The default is a welcome series, and it works the same for re-engagement, launch, or nurture.
An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
Three ways to create report templates: ask Lifty AI, paste HTML from a guide, or generate one with Claude or ChatGPT. Plus how to copy templates between clients.
