<aside> 📋 Frequency: Weekly | Time: 30 min | Trigger: Every Friday afternoon

</aside>

Clients who don't hear from you between sessions fill the silence with doubt. Weekly progress reporting isn't administrative overhead — it's the signal that the engagement is moving. Skip it for two weeks and clients start wondering what they're paying for. This SOP runs every Friday and takes 30 minutes across your full client roster.

Prerequisites

Procedure

  1. Open your client roster. Work through each active client in sequence — don't skip any, even if the week was quiet. A "no news" update is still a touchpoint.
  2. For each client, run the Progress Update Builder skill with the client name, engagement phase, this week's completed actions, and any blockers or next steps as input. Output: a brief progress update formatted for client delivery.
  3. Review the update output. Confirm it reflects what actually happened this week — not a generic summary. Edit if the skill output missed context specific to this client.
  4. Run the Action Item Tracker skill to generate the current open action item list for this client. Include it in the update so the client can see what's moving and what's outstanding.
  5. Send the update to the client. If any client has no activity to report and no upcoming session this week, flag them for a check-in next week — prolonged silence on your end is a renewal risk.
  6. If any engagement is approaching its midpoint, note it now. The Mid-Engagement Review SOP should be scheduled before week's end — don't let it get triggered retroactively.

Expected Outcome

Every active client has received a weekly progress update with completed actions, open items, and next steps — sent before end of day Friday. No client goes a full week without a touchpoint from you.

<aside> ⚠️ Common mistakes:

— Skipping the update during busy delivery weeks — that's exactly when clients most need the signal that progress is happening. A 30-minute cadence break becomes a two-week gap, and the client's confidence erodes faster than the work can recover it.

— Writing updates so brief they carry no information — "Things are on track" is not a progress update. Clients need specifics: what moved, what's next, what they need to do. Vague updates trigger more questions than they answer.

</aside>

<aside> 📋 Frequency: Weekly | Time: 30 min | Trigger: Every Friday afternoon

</aside>

Clients who don't hear from you between sessions fill the silence with doubt. Weekly progress reporting isn't administrative overhead — it's the signal that the engagement is moving. Skip it for two weeks and clients start wondering what they're paying for. This SOP runs every Friday and takes 30 minutes across your full client roster.

Prerequisites