Client summary for a review meeting

Cadence: Monthly or ad hoc · Who: Managers and Owners

Situation

You're about to meet a client for a quarterly business review, a monthly catch-up, or a renewal conversation. You want every active engagement with them, current status, hours and budget, and anything that needs flagging — in one read, not a dig through three spreadsheets.

Example phrasings

• "summary for Acme"
• "everything we're doing for Bluebird"
• "client review for DesignCo"

What VERA returns

Client name and all active engagements:

| Project | Type | Hours used / budget | % used | Status | Deadline |

Retainer periods are shown separately with their own burn info (active period, not parent).

Plus:

• Any unresolved items tied to that client
• Total hours committed to the client across all active projects
• For Owners: total revenue, cost, and margin for the client month-to-date and year-to-date

Who can run it

• Owners — full view including dollar figures
• Managers — percentages and hours only

Related plays

• Retainer burn check — retainer-specific version
• Month-end margin review — the cross-client monthly view
• Project health probe — drill into a single project with this client