Sample monthly proof report
Simple proof that the follow-up loop actually ran.
This is the kind of monthly report a client receives: follow-ups sent, replies received, private issues caught, review activity observed, and the next actions worth taking.
79
Follow-ups sent
22
Replies received
3
Private issues caught
Executive summary
Completed jobs became a managed follow-up loop.
ReviewLift Local ran the completed-customer follow-up campaign for recent jobs this month. The campaign gave happy customers a clear path to share their experience and flagged unhappy replies privately before they became public complaints.
Activity
The numbers clients can scan in one minute.
Completed customers received84
Follow-ups sent79
Reminder 1 sent41
Reminder 2 sent18
Replies received22
Private issues flagged3
Review activity observed9
Private recovery
Issues come back privately first.
- Scheduling confusion: call back and clarify the appointment process.
- Cleanup concern: apologize and offer a quick correction.
- Pricing question: send a manager response before asking for a review.
Next actions
Keep the loop boring, consistent, and measurable.
- Send completed customers every week.
- Add service type to the intake sheet for better trend reporting.
- Review private issue themes once per month.
- Keep the two-reminder cadence; it adds coverage without sounding aggressive.