Template

Monthly client deliverables tracker

A practical tracker layout for agencies managing retainers, recurring tasks, client approvals, final assets, and proof.

Use this in BlaeBrowse templates

Tracker fields

  1. 1Client
  2. 2Service package
  3. 3Deliverable name
  4. 4Period or month
  5. 5Owner
  6. 6Due date
  7. 7Production status
  8. 8Approval status
  9. 9Current version
  10. 10Final asset or URL
  11. 11Proof of work
  12. 12Blocked reason

Track outcomes, not just tasks

A deliverables tracker should show what the agency owes the client, not only the internal tasks required to produce it.

Add proof before reporting

Capture proof as soon as work is posted, sent, published, or completed so end-of-month reporting does not become a scavenger hunt.

FAQs

What should a monthly deliverables tracker include?

Include client, package, deliverable, period, owner, due date, status, approval state, version, final asset, proof, and blocked reason.

When should agencies stop using spreadsheets?

When approvals, recurring generation, proof, and client visibility need workflow instead of manual row updates.