A weekly client status report. Written from the work done.

Weekly client status is a DFIRST skill that writes a client’s weekly status from the work actually done in DFIRST. Firsty, the DFIRST agent, reads the period’s sessions, files and posts, compares them with last week, and lists what is done, in progress, blocked and next, every item with a link and a date. Nothing is sent until you ask.

  • Every item links to the work and shows its date
  • No activity shows as no update, never as on track
  • Every blocker says what you need from the client
Weekly client status

A weekly client status written from the work actually done in DFIRST, every item with a link and a date.

What should Firsty work on?

  • Friday status for our Austin hotel client, last 7 days
  • What did we deliver for our skincare client since Monday?
  • Weekly status for this workspace, then send it to the client's Slack
Open in DFIRST

Join the waitlist to open it. Firsty starts the skill as soon as your access starts.

Examples. What you ask, what you get back.

Friday status for ZESTA, last 7 days. Laura reads it first thing Monday.

Every line links to the session or card it came from and carries its date. The blocker says what is needed from Laura and by when, and the quiet calendar reads as no update.

DocumentZESTA weekly status, 31 Oct to 6 Nov

Done

  • Done Black Friday ads, 12 in three sizes. Session “Black Friday ads”, 4 Nov
  • Done Winter terrace key visual, approved by Laura. Card “Winter KV”, 5 Nov

In progress

  • In progress Winter film, second cut of three. Session “Winter film”, 6 Nov

Blockers

  • Blocker The Lime 12-pack price for the ads. Needed from Laura by 11 Nov. Asked in “Black Friday ads”, 4 Nov

Next week

  • Black Friday newsletter, from the approved ads
  • Third cut of the winter film

Since last week

  • No update December posts calendar. Last activity 28 Oct

This status lists only work done in DFIRST.

What did we deliver for SOL CLUB since Monday? A table with links is fine.

Four working days as a table: two pieces done, one in progress, one blocked on a file from the client and one with no activity, each with its link and date.

TableSOL CLUB, Mon 9 to Thu 12 Nov
ItemStatusLinkDate
Ski season ads, six bannersDoneSession “Ski SPF 50 ads”10 Nov
Shop listing for the 50 ml tubeDoneCard “50 ml tube listing”11 Nov
Winter newsletterIn progressSession “Winter newsletter”12 Nov
Snow scenes for the tubeBlocker Needs the new tube packshot from SOL CLUBSession “Ski SPF 50 ads”Asked 10 Nov
After-sun gel postsNo updateSession “After-sun posts”Last activity 2 Nov

Only work done in DFIRST is listed.

Weekly status for MAREA. Once I’ve read it, email it to Clara.

The approved status, written as an email to the client with a link and a date under each line. It waits for Nadia: Firsty sends it by email or Slack only when she says so.

FromNadia, account lead

SubjectMAREA weekly status, 7 to 13 Nov

Two deliveries, one draft in review and one thing we need from you.

Done

Holiday gift ads, six banners in three sizes. The December post calendar, twelve posts.

Sessions “Holiday gift ads”, 11 Nov, and “December posts”, 9 Nov

In progress

Product pages for the two new frames, first drafts ready for your review.

Session “New frames pages”, 12 Nov

Needed from you

The final names of the two new frames by Tuesday 17 Nov, so the pages can go to review.

Asked in “New frames pages”, 12 Nov

No update

Spring campaign moodboard: no activity this week.

Session “Spring moodboard”, last activity 30 Oct

How it goes. The same steps every time.

Firsty follows the skill’s steps in order and stops where the choice is yours. Nothing paid starts without your yes.

  1. 1

    Firsty reads the sessions, files and posts from the period

  2. 2

    Firsty compares them with last week's status

  3. 3

    Firsty writes done, in progress, blockers and next week

    You approve the status or say what to change

  4. 4

    Firsty saves a copy, so next week's status can compare

  5. 5

    Firsty sends it by email or Slack, if you ask

    Asks before sending anything outside DFIRST

Done when

  • Every item links to the work and shows its date
  • No activity shows as no update, never as on track
  • Every blocker says what you need from the client
  • The status says it lists only work done in DFIRST

At a glance.

What Weekly client status needs from you and what it hands back.

You bring
The client’s workspace and the period. By default, this session’s workspace and the last seven days. Recipients only if it should be sent.
You get
A status Document with done, in progress, blockers, next week and what changed since last week, each item with a link and its source date.
What it reads
Sessions, files and posts in DFIRST only. Work done elsewhere is not in it, and the status says so.
Quiet work
Anything without activity in the period shows as no update, never as on track.
Sending
After you approve it, by email or Slack, only when you ask. Set up in Connections.
Next week
A copy goes to the Data Room, so next week’s status compares with this one.

Questions people ask.

About Weekly client status and how it fits the rest of DFIRST.

How do I write a weekly client status report?

Ask Firsty for the status in the client’s workspace. It reads the sessions, files and posts from the last seven days, or the period you name, compares them with last week’s status, and writes done, in progress, blockers and next week. You approve it or say what to change.

Does it include work done outside DFIRST?

No. The status lists only work done in DFIRST and says so. Calls, emails or edits made in other tools are not in it, so add them yourself before you approve the status for the client.

Can it send the status to my client’s Slack or email?

Yes, when you ask and after you approve the status. Connect Slack or your email in Connections and tell Firsty who should get it. It shows the message and the recipients first and sends nothing without your Allow.

What if nothing happened on a project this week?

The status says no update. Work with no activity in the period is never shown as on track, so the client sees exactly what moved. Every blocker also says what you need from the client, which makes the next step clear on both sides.

Can I run it for several clients?

Yes. Run it in each client’s workspace, and each status reads only that client’s work. A copy of every approved status is saved in that workspace’s Data Room, so the following week’s status starts by comparing with it.

See all 27 skills

Ask Firsty for it. It runs the skill with you.

The skill opens in DFIRST with your brand, your products and your files. DFIRST opens to people on the waitlist first.

Updated