Five benefits of creating performance reports.
Learn how sending regular performance reports to your clients can help you run a more successful business.
The secret to a successful relationship — both personal and professional — is good communication. In working life, performance reports play an important part in maintaining a good relationship with your clients. Here are five benefits you can expect to see with good client reporting.
Everyone loves good news. In a professional relationship, your successes are your clients’ successes. Let your clients know when and why things are going well, and they’re more likely to become regulars.
You should also let your clients know when things aren’t going so well. You can then discuss the things that aren’t working and identify opportunities for improving performance on both sides. You may also be able to stop minor problems from turning into major disasters.
Reporting both the good and bad developments increases the transparency of a project for both parties. Your clients are likely to trust you more when they can rely on timely, regular reports on how the work is progressing. And if anything’s good for business, it’s trust.
Stay legally compliant.
Regular performance reports can come in handy for both you and your client when filing other mandatory reports, like tax or financial documents. Performance reports can provide a paper trail for increased project costs, refunded payments, and other things you need to remember.
Better project tracking.
When it comes to paper trails, performance reports can help track the status of a project. Sharing your reports as PDFs makes them even quicker and easier to archive. A good PDF editing software, like Adobe Acrobat DC, lets you — for example — merge performance summaries and improvement recommendations into one file that you and your client can reference later. You can also complete many PDF editing tasks online with Acrobat online services.
Discover what more Acrobat DC can do to help you create comprehensive performance reports.