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A weekly client review agenda that stays short

A weekly review earns its place when it ends with decisions. Without an agenda it turns into a tour of dashboards.

The agenda, with timings

  • 5 minutes: the headline number for the week, MER against the break-even line, with the formula visible.
  • 5 minutes: what changed since last week, with each change linked to the log entry and its approver.
  • 10 minutes: decisions needed. Each is a proposal with a reason, a preview and a named approver.
  • 5 minutes: risks and gaps: anything not measured, any tracking doubt, any budget at risk.
  • 5 minutes: the next test, its hypothesis and the number that decides it.

Send before the meeting

  • The proposals that need a decision, so the client can approve in advance.
  • One page, not a deck: the headline, three changes and the open questions.

After the meeting

  • Record decisions against the proposals, with names and times.
  • Apply approved changes, read each one back and log the result.
  • Send a three line summary: decided, done, next.

Keep it honest

  • If a number could not be measured, say so in the first five minutes and not at the end.
  • If a past decision did not work, say it and say what you will change.
The client approval checklist covers how decisions are recorded.

6 min read. Last updated 2026-10-07. Examples use made-up numbers.

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