Meet Monthwrap
Stop rebuilding the month from screenshots. Monthwrap brings the work log, unique leads and agreed scope into one client report. Review it, make it sound like your agency, and approve it before sending.
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Choose the accounts, properties and websites that belong to the client. Bring in supported platform data, then add the dated numbers you keep in files or your own systems.
Connect accounts once, then link the right property or location to each client.
Explore the connections
Sample data · four sources for one client.
Keep completed work alongside leads and booked jobs. Add the strategy calls, follow-ups, and decisions that a platform can’t record for you.
Review matched contacts and the job outcomes the team supplies. Keep an estimate of booked value distinct from money collected.
See how it comes togetherEmergency plumbing page updatedWebsite · completed work
Weekend call campaign reviewedGoogle Ads · added by Jordan
Next month’s plan agreed with MikeStrategy call · added by Jordan
Choose the numbers, work, and context that matter. Arrange widgets in columns, add your explanation, and give the next month a clear direction.
Write it yourself or ask the builder’s AI to draft or tighten a section. Review the suggested words and widgets before applying them.
Explore the report builderWork, results, and the decision for next month.
Of 61 call leads, 9 went unanswered. Confirm weekend coverage before changing the ad schedule.
Sample data. Choose a step or pause the tour to explore at your own pace.
Give the month a starting point
A retainer has a scope, an account manager and a reason the client hired you. Keep those decisions close to the sources and the work so the monthly answers the right questions.
Find your agency’s reporting approachThe whole story of the retainer
Give “what are we paying you for?” a clear answer. Put the completed work, the client’s results and the next decision together.
Service page updated. Booking form checked.
Hours and budget reviewed with the client.
A strategy call recorded by the account manager.
Calls, forms and Local Services Ads. See the lead channel without counting the same inquiry twice.
Sample data. Matched leads are grouped by channel, with duplicates and spam excluded. Booked jobs are client-supplied outcomes across the month.
A useful view across the agency
The report is the output. During the month, the team needs to know which connection needs attention, which deliverable is still owed, and which draft is waiting for a decision. Give each next step an owner.
Luxe Med SpaAlex M. · Account manager
Source needs attentionMeta Ads connection interrupted
Check the connectionReview source health before sending
Summit RoofingJordan T. · Account manager
Work still owed2 deliverables remaining
Review the agreed scopeKeep next steps clear with the client
Mike’s Plumbing & DrainJordan T. · Account manager
Ready for reviewOctober monthly prepared
Read the reportCheck the details, then approve
Keep the agreed deliverables beside completed work. A change in scope or a delayed client input deserves an explanation before month-end.
Use client assignments and team roles to make responsibility clear. The person reviewing the report should know the account’s decisions and open questions.
Check source health alongside the reports it affects. Repair or clarify a gap before it turns into an incomplete total or an unsupported recommendation.
The month, with your point of view
The client has the numbers. Now help them understand what deserves attention. Choose the work that explains the month and the recommendation your team is ready to stand behind.
Preview the reading view before you share it. Check the branding, the figures and the source notes, then make the next action easy to find on a phone or computer.
Read the complete October reportWe found more demand. Weekend call coverage is the next constraint to work on together.
Confirm the Saturday and Sunday on-call hours before we expand the advertising schedule.
Explore the part that matters next
Start with the decision in front of your team. Each part of the product has room for a more detailed look.
Start with your next monthly
Bring in a client. Add the work and results. Build a report that sounds like your agency.
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