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Agency Reporting

How to build a monthly retainer report clients actually read

A step-by-step template with AI-drafted narrative, the 5-section layout, and the call-to-action that drives retention.

L
The Lumina Team
Lumina · 11 min read · 2026-01-14
In this article
  1. Lead with business outcome
  2. The 5-section layout
  3. AI-drafted executive summary
  4. Next-month plan that builds expansion
  5. Delivery cadence

Full article publishing soon. In the meantime, this outline represents the shape of the piece, the argument, the sequence, and the deliverable at each section.

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