Reports your clients actually open
The monthly report is your retention tool — if anyone reads it. A Naimi report is personal, visual, and tells you it was read before the renewal call.
Monthly report · June · Northwind
Leads up 34% month over month
What changes, concretely.
You spend a day on a report and can’t tell if it was opened
Open tracking per stakeholder link — know who on their side actually engaged
Numbers in a PDF table read like a tax form
Charts, highlights and a 2-minute video summary from the account manager
Every month the same assembly ritual
The template stays; you fill this month’s numbers — or your agent pulls them from your notes
What a template like this is made of.
Personalized per client
Filled in seconds — by form or by one sentence to your agent.
Interactive elements
Live on the page; every client action is saved and reported.
Plus always: open & view-time tracking, instant notifications, client memory, editable after sending. See the elements working →
Common questions.
Can each stakeholder get their own link to the same report?
Yes — separate links per person show you who engaged. Useful when the champion says “I shared it with the boss” and you want to know if the boss looked.
Can clients respond to the report?
Self-fill fields collect feedback, ratings or questions right on the page — no “any thoughts?” follow-up emails.
Do charts require a designer?
No — describe what to show and your agent builds the visualization into the template; monthly numbers are just fields you fill.
Other use cases: Sales proposals & quotes · Sales presentations · Price lists & pricing pages · Event invitations & RSVPs · Client onboarding
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