Client template

Monthly Check-In

A 30-minute structured review — run this every month.

This is the agenda for your monthly Gross AI check-in. Fill it out before the call if you can — even rough notes help. The goal: make sure your automations are still working, capture what's changed in the business, and decide what we work on next.

Business name

Month / year

Meeting date

Meeting length

What's working

Review each active automation. Note status and any changes.

Automation	Running correctly?	Notes

For each row: Yes / Partial / No

ROI snapshot

Update these numbers each month. This becomes your renewal justification and your case study.

Metric	This month	Last month	Trend
Hours saved per week			Up / Same / Down
Leads followed up automatically			Up / Same / Down
Response-time improvement			Up / Same / Down
Reviews generated (if automated)			Up / Same / Down
Invoices sent automatically			Up / Same / Down
Other			Up / Same / Down

What's changed in the business

New hires, lost tools, changed processes, seasonal shifts — anything that might affect automations.

Any new software tools added or removed?

Any process changes that affect existing automations?

Team changes that affect who owns a task?

Any customer feedback about automated touchpoints?

What we work on next

Candidate	Estimated impact	Priority	Owner
		High / Mid / Low
		High / Mid / Low
		High / Mid / Low
		High / Mid / Low

End every check-in with one decision: what's the single most valuable thing we build or fix next? Write it down, assign an owner, and confirm the next meeting date before you hang up.