Work & results

The work deserves
a place in the story.

Your client sees the lead count. Your team remembers the page that was rewritten, the campaign that was refined, and the details that needed another look.

Give that work a clear record, then turn it into a monthly the client can follow. Show what changed, why your team did it, and what still needs attention.

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n′ Northside DigitalOctober 2026

Project record

The details
that moved forward.

For Mike’s Plumbing & Drain

A more useful Business Profile

34tasks

8 posts. 26 photo and service-information updates.

Keep the emergency and weekend details consistent.

A tighter paid search account

31tasks

28 search terms excluded. 3 account adjustments.

Review the times and places the business can serve.

A clearer emergency plumbing page

13tasks

A rewritten service page and 12 website fixes.

Make the phone action and inquiry form easier to use.

The whole client’s October85unique leads

22 more than September.
A result to read alongside the work.

Sample data

A useful record starts during the month

Keep the detail
while it’s still fresh.

Month-end is easier to explain when the work already has a home. Keep the client, category and context with each entry, so the person preparing the report can understand what happened without reconstructing the whole month.

Write what changed.

“Website updates” is a starting point. “Reworked the emergency service page and checked the mobile inquiry form” tells the next person what to look for. Include the purpose of the change and enough detail to recognize the work.

Keep the source close.

Review connected activity in context. Add work that happens between tools yourself, and give it a useful category. A platform event can show that something happened; your team can explain why it belonged in the month.

Choose who it is for.

Separate internal notes from the explanation intended for the client. Make visibility a deliberate choice when you record the work, then check the client view when you prepare the report.

From the work record to the monthly

Choose the entries
your client sees.

Hide internal entries and include the work the client should see. Try the visibility controls on these three example entries.

Choose the visible work entries

Business ProfilePublished the weekend opening-hours postAdded the Saturday service hours and the on-call phone number.Oct 28 · Business ProfilePaid searchReviewed weekend campaign hoursChecked the ad schedule against the on-call team’s availability.Oct 26 · Added by JordanWebsiteUpdated the emergency plumbing pageRewrote the service details and checked the mobile inquiry form.Oct 24 · WordPress

In Mike’s monthly

The work this month

3 work entries included

Published the weekend opening-hours post
Business Profile
Reviewed weekend campaign hours
Paid search
Updated the emergency plumbing page
Website

Sample data

Many small changes. A readable account.

The category counts.
Your explanation.

The Work completed widget includes category counts so the client can see where the month’s activity went. Use a Commentary widget to explain the work in your own words.

Northside’s sample has 78 tasks across profile, campaign and website work. Jordan adds a short note about the service page, weekend hours and next month’s priorities.

October’s completed work78tasks, across three areas

Business Profile43.6% of completed tasks34
Paid search39.7% of completed tasks31
Website16.7% of completed tasks13

All counts come from the same fictional October work record.

Different ways the work arrives

Capture the activity.
Add your explanation.

The work log gives connected activity and work your team enters a shared place. Keep the source visible and review the detail before deciding how to describe it to the client.

Website work, recorded as it happens

The free Monthwrap WordPress plugin, installed from wordpress.org, logs published posts, page edits, plugin and core updates, and supported backup events. It also records supported form leads. Give care-plan clients a monthly record of the maintenance and improvements your team delivered.

See the WordPress setup

The work between platforms

Record strategy, creative, meetings and account changes yourself. Put the entry against the right client and category, explain what was done, and choose whether its wording belongs with the team or the client.

Try choosing the client’s entries

Published work from connected accounts

Business Profile, YouTube, Facebook, Instagram and TikTok bring published activity into the work log. Shopify records product work. Review the incoming entries and choose what belongs in the client’s report.

Find your team’s connections

The work that is still ahead

A promise needs
an owner and a date.

Completed work and next month’s commitments tell different parts of the story. Keep outstanding deliverables visible, carry them forward when needed, and explain a change in timing instead of allowing it to disappear between reports.

Assign a team owner and due date to the scope item. If you need approval, stock information or access from the client, write the request in Next steps. The monthly becomes a practical place to agree on what happens next.

Make room for the next monthly

Northside’s November planNext commitments

Close the missed-call loop

Jordan + Mike’s office

By Nov 5

Align weekend ads with real coverage

Northside Digital

By Nov 9

Follow the lead through to the job

Northside + your team

Throughout November

A request in Next stepsCan someone answer weekend calls?

Confirm Saturday and Sunday on-call hours before expanding the weekend ad schedule.

Mike · please confirm by November 5

From a work log to a useful monthly

A few details
worth getting right.

Can I log work that happens outside a connected tool?

Yes. Add an entry yourself and give it a client, category and visibility. Strategy sessions, creative work, campaign changes and client meetings can sit alongside connected website activity. Write enough context for someone else on your team to understand what changed.

Does every small update need its own place in the report?

Choose which entries are visible to the client. The Work completed widget shows those entries and category counts. Add a Commentary widget when you want to explain the month in a short summary written by your team.

How do I keep internal notes out of the client’s monthly?

Choose an entry’s visibility and review the work you include. Keep internal discussion with the team and client-facing work in the report. Preview the result before approving it.

What should happen to unfinished deliverables?

Keep outstanding scope items visible with a team owner and due date. Put requests for client approval, access or information in the Next steps widget, so the client knows what you need to move forward.

Does Monthwrap attribute a result to an individual task?

No. Work and results belong in the same report, but a nearby chart does not establish what caused its movement. Explain the timing, the evidence and any other factors. In this sample, 85 leads describe the whole client’s month; they are not credited to any one task or category.

Can I write the explanation myself?

Yes. Choose the widgets and columns, add your commentary, and arrange the report yourself. Optional AI chat is another way to draft or arrange a suggestion. Your team decides what to apply and reviews the monthly before sending.

Give the work
a place in the monthly.

Your results, your explanation, and the next commitment.

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