Client Services Pro Toolkit
A complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperA complete toolkit for established client services teams, including an annual service agreement and an in-depth client progress review
Get started with PocperA short pulse-check we fill in together each week. The goal is to keep surprises to a minimum — what we shipped, what we're working on, what might slip, and how you feel about progress so far. Takes about 5 minutes.
Project name:
Week ending:
Prepared by:
Pick the status that best matches this week. Only one.
GREEN — On track: scope, timeline, and budget all look good.
AMBER — At risk: something needs attention soon or it will slip.
RED — Off track: scope, timeline, or budget is already impacted.
One-sentence summary of where we are:
What we shipped or completed (deliverables, decisions, meetings):
Hours / days logged against the project this week (approximate):
Budget consumed to date (% of total):
The 3-5 things we plan to complete next week:
Next milestone due:
Anything that requires a client decision, approval, or unblocking from your side:
By when do we need it?
Risks we're keeping an eye on (even if not urgent yet):
Quick pulse check — tick the one that best matches how things feel this week.
Delighted — we're ahead of expectations
Happy — on track and confident
Neutral — fine but nothing exceptional
Concerned — something isn't quite right
Unhappy — we need to talk
Anything else on the client's mind? (Tone, communication, unspoken worries — capture it.)
Attachments (optional) — drafts, screenshots, dashboards shared this week:
The Weekly Progress Check-In template is a ready-to-use form from Pocper's Client Services Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.