Investor/Client Communication & Reporting System Setup
Starting at
$
350
About this service
Summary
Managing investor or client updates manually? I create automated reporting workflows that keep stakeholders informed without extra work.
Best for:
Startups managing investor relations
Agencies handling client approvals & deliverables
Companies needing automated, structured reporting
What's included
Custom reporting templates
For investor or client updates
Automated tracking & reminders
via Asana, Airtable, or Notion
Client feedback & approval system
Client feedback & approval system
SOP for managing investor/client communications
SOP for managing investor/client communications
Duration
2 weeks
Skills and tools
Online Business Manager
Airtable
Asana
Notion