Solution · Reporting
Twenty clients, twenty reports. Each one starts as a draft.
The reports eat the end of the week. The facts already exist in your projects, your email and your notes. Someone just has to gather them, and that someone is you.
The work is done. The write-up is what is late.
Reports are late because gathering is slow, not because there is nothing to say. dpaperwork reads what was completed, what was logged and what you sent last time, and writes the first draft in the same shape. You spend your time editing, not collecting.
It does the legwork. You make the call.
Nothing reaches a client without your yes, and every draft shows what it changed.
1 · Notices
Meridian monthly report: due tomorrow, not started
2 · Drafts
Drafted from this month’s completed tasks and logged activity. Ready for your review.
3 · You decide
Approve, edit, or skip
4 · Done
Sent from your own address
Drafted on the day it is due, not the night before
A Playbook runs on the schedule you set, such as the first of the month or every Friday. It reads each client’s completed work and activity and drafts the report as a document. You open it, edit what you want, and send.
A real first draft
Built from completed tasks and logged activity, not a blank page.
Same format every time
It follows how earlier reports to that client were written.
On a schedule you set
Weekly, monthly or per cycle. The drafts still wait for you.
Same week, different ending
You start the monthly report on Thursday night, from a blank doc.
It is drafted from the month’s work. You review and send.
Each report is formatted a little differently.
Reports follow the format of earlier ones for that client.
You do not know if the client read it.
You see whether it was opened.
What’s doing the work
Questions
Leave the call with your first follow-up drafted.
Reports drafted from the work that shipped, and held for your review.