Template
Monthly client deliverables tracker
A practical tracker layout for agencies managing retainers, recurring tasks, client approvals, final assets, and proof.
Client
Service package
Deliverable name
Period or month
Owner
Tracker fields
Use this as the starting point, then turn the important steps into intake, approvals, deliverables, and proof inside Blae.
Monthly Client Deliverables Tracker
- 01Client
- 02Service package
- 03Deliverable name
- 04Period or month
- 05Owner
- 06Due date
- 07Production status
- 08Approval status
- 09Current version
- 10Final asset or URL
- 11Proof of work
- 12Blocked reason
How to use it
Turn the document into a delivery rhythm.
Collect
Use the template to gather the details before work starts.
Structure
Turn the important steps into client deliverables and review points.
Prove
Attach approvals, versions, and final proof as the work ships.
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.
Turn the template into a live workflow.
Blae connects intake, recurring deliverables, client approvals, version history, and proof so this checklist does not become another static document.
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.