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consulting report template for any type of consulting

Consulting Report Template (For Any Type Of Consultant)

By Michael Zipursky
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Have one of your clients requested you send them a report on a project you’re working on?

Both writing and reporting are essential to being a consultant.

Reports help your client understand the work you’re doing and the effect it is having on their organization.

On a deeper level, reports are one of the important elements of the client-consultant relationship.

Consulting reports are an asset and opportunity for you to demonstrate your value and strengthen your relationship with the client.

A poorly written consulting report will have your client thinking “What is the point of all this?”

But a well-written consulting report does the opposite. It shows your client that you’re worth the investment they are making in you.

And that’s essential if you want to continue working with them.

By the end of this post, you’ll have a consulting report template you can use to report your progress to clients — which will keep the project moving forward and keep your clients happy.

Let’s dive in.

What Is A Consulting Report (& How To Make Yours Valuable)

A consulting report is a document you send your consulting clients to report on your progress for a consulting project.

Your consulting report can come in many formats. They can be a Word document, a PowerPoint presentation, an Excel spreadsheet, a Google Analytics dashboard, or even a simple email.

It depends on the nature of your project and the information your client would like to see.

Consulting reports are helpful for your clients because they allow them to see the progress that you’re making on a consulting project.

They are helpful to you because you keep a pulse on how your project is going by creating them. And they help you organize your thinking and possible next steps to make improvements on the project.

Now, what kind of information should you be reporting? And how do you make this report valuable to your clients?

Refer back to your consulting proposal or initial conversations with the client.

In your proposal, you listed the actions you’ll take to improve the client’s condition and the results they can expect.

That’s exactly the type of information you’ll include in your consulting report. More on that in the next section.

For example, let’s say you’re a digital marketing consultant who helps clients gain more traffic to their website and social media profiles.

Your client asks you for a report on the progress you’re making.

You might create a report that shows them:

  • The daily actions you’ve been taking to market their business
  • The amount of traffic each of these actions has generated
  • The best and worst-performing channel
  • What you suggest based on the information to get even better results

You could include an endless amount of information in a report.

But remember, your clients are busy. Don’t make your report long just to make it seem more valuable.

Ask them what they’d like to see in your report. Your report should keep the project moving forward — not drown your client in endless facts and data.

Only report on what is important to the client.

A valuable consulting report is succinct, clear, and leads to more action and more progress.

After reading your report, your client should be thinking “Excellent, that’s what I needed to know. The project is moving forward. Please continue.”

Next, you’ll get our consulting report template — and a breakdown of each section.

Our Consulting Report Template

Click on the link below to access our consulting report template.

consulting report template google doc

CLICK HERE TO ACCESS THE TEMPLATE

If you’d like to save a copy for yourself, click File > Make a copy.

Let’s break down each section of our report template.

NOTE: Consulting reports are highly dependent on the service you offer, your relationship with your client, and the nature of your project. Use our template as a starting point. Take it, tweak it, and make it work for your consulting business.

Recap

In the recap section, you’re writing 3-4 sentences on the work you’ve done for the time period.

Example: This month, I helped the marketing team with their writing and SEO to improve the content for the website. I also guided them on how to write the copy and design creatives for new ads that have gone out on LinkedIn and Facebook. Finally, along with the CMO, I identified a new target vertical that I think would be a great fit for your business’s service and who would be receptive to its marketing: manufacturing companies.

The recap gives your client a quick description and gives context to the next 3 sections.

Actions Taken

In the Actions Taken section, you’re listing 3-10 bullets of the actions you’ve taken during the time period.

Example:

  • Published 2 new pieces of long-form content.
  • Allocated $4000 towards LinkedIn and Facebook ads
  • Conducted market research to find a new target vertical: manufacturing companies

This section shows your clients specific actions you’ve done or oversaw. Think deliverables.

Results

In the Results section, you’re listing 3-10 bullets of the results your actions have created during the time period.

  • Ranked in the top 10 for 2 of our target keywords, and increased site traffic by 10%.
  • Generated 15 sales from our PPC campaign
  • Built a list of 500 prospective clients in the new target vertical to begin outreach efforts

This section shows your client the results they are getting by investing in your service. If you are reporting data that comes from a tool (like Google Analytics), include an image or dashboard to demonstrate proof. You can also include your analysis in this section if you have any.

Suggested Next Steps

In the Suggested Next Steps section, you write 1-3 sentences about what you suggest they do next based on the results. This is optional, or you might just say let’s continue doing what we’re doing because it’s working.

But if you do have suggestions to improve the results, write about those suggestions here. And prompt the client for a call if a discussion is needed about how to progress.

This simple consulting report template can be written in 10-15 minutes and will fit on one page. Your client will be able to read it in 1-2 minutes, making it quick, succinct, and valuable.

Next, I’ll show you some specific consulting report template examples from a few different consulting service types.

Consulting Report Examples

Consulting reports are highly dependent on the type of consulting that you do.

Here are a few examples of consulting reports for a few different industries and types of consulting projects.

Sales Consulting Report

As a sales consultant, you might be in charge of helping your client improve their sales team’s performance.

Here’s an example of what a sales consulting report might look like:

sales consultant report template example

Source: https://www.datapine.com/blog/sales-report-kpi-examples-for-daily-reports/

This report highlights metrics like outbound calls, demos, contracts closed, and each team member’s performance.

By analyzing this report, you and your client can identify top performers, understand how performance varies based on the day, and brainstorm on how to improve each metric.

Marketing Consulting Report

As a marketing consultant, you might be in charge of helping your client attract more leads for the sales team.

Here’s an example of what a marketing consultant report might look like:

marketing consultant report template example

Source: https://www.tapclicks.com/resources/blog/ppc-report-template/

This report highlights metrics like spend, impressions, and cost per click for each campaign.

By analyzing this report, you and your client can understand which campaign is performing best, decide where to allocate your resources, and maximize the ROI on the ad spend.

Management Consulting Report

As a management consultant, you might be in charge of helping your client improve their operations, systems, and processes.

Here’s an example of what a management consulting report might look like:

management consultant report template example

Source: https://venngage.com/templates/reports/consulting

This report highlights key deliverables, the impact of those deliverables, and the timing/duration of each deliverable.

In this report, the consultant includes their analysis by writing about the operational and financial impact of the project. In a few seconds, the client can glance over the report and understand what is going on and the impact the project will have.

As you can see, consulting reports take many different shapes and sizes.

However, the best consulting reports have a few things in common:

  • They are 1 page or dashboard and often contain visuals that make understanding the information easier.
  • They report on the metrics and KPIs that are most relevant to your consulting project.
  • They make it easy for your client to understand the results you’re creating.

So, how do you actually take these examples and create your own consulting report template?

Next, I’ll share how you can take action on this.

Imperfect Action: Create Your Consulting Report Template

Use our consulting report template as a starting point.

Click on this link to access it, and click File > Make A Copy to save it for yourself.

Then, add or remove sections to make it work for you, your type of consulting, and your client.

Remember the goal of your consulting report: to quickly update your client on your progress and the results you are creating for their business — and to keep the project moving forward.

With a quick, well-written report, you’ll help organize the project, build trust, and open the door for future projects with your client.

If you’d like help mastering your consulting report and the other elements of client relationships for consultants, reach out to us for help.

Our templates, best practices, and principles have helped hundreds of consultants build high-6 and 7-figure consulting practices.

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