A weekly or bi-weekly client check-in agenda for agencies, consultants, and professional-services teams in Taskade. The agent assembles project status, surfaces decisions needed, tracks scope, and drafts the client-facing narrative.
What's Included
- Status Database: Table view with workstream status, blockers, decisions needed
- Project Status Pull: Auto-pulled progress from your project-management tool
- Client Narrative Agent: AI agent drafts the client-facing status update in your firm's voice
- Decision Log: Board view of client decisions with deadline and impact
- Scope-Change Tracker: Documented scope changes with budget and timeline impact
- Recap Automation: Automated recap emailed to client with decisions, action items, and next steps
Why This Template Wins
- Status updates feel polished: The narrative agent drafts the client-facing update in your firm's voice — partners edit, don't author
- Decisions don't drift: The decision log surfaces the asks the client owes, with deadlines, so projects don't stall on missing decisions
- Scope changes documented: Every scope change captured with impact — preventing the end-of-engagement margin surprise
How to Use
- Clone this template into your Taskade workspace
- Customize workstream structure, decision categories, and client roster
- Connect your project tools, time tracking, calendar
- Train the Client Narrative Agent on your firm's voice
- Set up automation triggers for status pulls and post-meeting recap
FAQ
Does this work for agency and consulting engagements?
Yes. Agency engagements emphasize creative-output cadence and content approvals; consulting engagements emphasize milestones, deliverables, and analytical decisions.
Can the agent surface relationship signals?
Yes. The agent reads decision velocity, scope changes, and engagement signals to surface relationship health — useful for proactive expansion or save plays.
What plan supports a 25-client portfolio?
Pro ($10/mo annual) handles the portfolio. Business ($25/mo) adds extended audit logs.
CTA
Try this template free in Taskade. For project-tool integration, see /learn/automation/automations-execution. Pair with the CRM Templates. Browse client-services apps in the Community Gallery.