When you’re delivering work to clients — reports, audits, strategy decks, onboarding guides, recommendations — presentation matters just as much as the content.
You want it to look polished. Personalized. Branded.
But most templating tools either:
❌ Take forever to format
❌ Look too generic
❌ Or don’t scale with your workload
With PostSheet + Google Sheets, you can create branded, dynamic client deliverables — PDFs or Docs — that are customized per client, and sent with a personal email… all in just a few clicks.
Let’s break it down.
🎁 What Counts as a “Client Deliverable”?
Anything that a client receives as part of your work — especially something tangible they can refer to, share, or use internally.
Examples:
- Strategy recommendations
- SEO or audit reports
- Campaign performance summaries
- Onboarding guides or playbooks
- Website or design mockup previews
- Training materials or workshop takeaways
- Meeting recaps or quarterly reviews
If you find yourself duplicating the same doc and updating it for every client — this post is for you.
📋 Step 1: Organize Your Client Data in Google Sheets
Track key variables for each deliverable:
| Client Name | Project Name | Delivery Date | Summary Highlights | Next Steps | Document Link (Optional) | |
| Acme Co. | jamie@acme.com | Q2 Marketing Plan | 2025-04-22 | Targeted 3 new segments | Finalize creative by May 1 | (auto-generated) |
| Bolt Studio | alex@bolt.com | UX Audit | 2025-04-22 | Major improvements to nav | Implement nav update + test flows | (auto-generated) |
You can also include dynamic data like KPIs, feedback notes, or timeline summaries.
📄 Step 2: Create a Branded Document Template in PostSheet
Use your own layout — including logo, colors, formatting — and insert merge fields for dynamic content.
Example: UX Audit Summary
Client: {{Client Name}}
Project: {{Project Name}}
Delivery Date: {{Delivery Date}}
Summary Highlights:
{{Summary Highlights}}
Next Steps:
{{Next Steps}}
✅ Add charts, tables, or optional sections
✅ Use Google Docs-style formatting or PDF export
✅ Auto-name files like Bolt-Studio-UX-Audit-April2025.pdf
No more “File > Make a Copy > Find + Replace.”
✉️ Step 3: Pair It with a Personalized Email
Want to deliver the doc with a personal note? PostSheet makes it easy:
css
Copy
Subject: Your {{Project Name}} Deliverable Is Ready
Hi {{Client Name}},
Attached is your {{Project Name}} summary, including a few next steps we’d suggest moving forward.
Let me know if you’d like to hop on a quick call to review anything!
Thanks again,
[Your Name]
It feels like you wrote it one by one. But you didn’t.
🚀 Step 4: Send 1 or 100 in Minutes
PostSheet lets you:
- Generate documents in bulk
- Preview every message and file before sending
- Send from your real email address
- Log delivery status in your sheet (optional)
You can even run the same workflow monthly or quarterly for recurring clients — just update your sheet and hit send.
🎯 When to Use This Workflow
- 🎨 Agencies delivering monthly creative or media plans
- 💼 Consultants sending project updates or recommendations
- 📈 Freelancers providing analytics or SEO reports
- 🧑🏫 Coaches or educators sharing post-session recaps
- 📣 Marketers doing audits or launch reviews
- 🛠 Product teams reporting on sprint outcomes
If it’s structured, repeatable, and personalized — PostSheet helps you scale it.
🧠 Tips for High-Impact Deliverables
- Use your client’s logo, name, or product where possible
- Add a final section like “Suggestions” or “Open Questions”
- Include optional fields like “Team Members Involved” or “Priority Items”
- Set up reminders for internal review before sending
- Combine with calendar tasks to time delivery perfectly
✅ Final Thoughts: Personalization at Scale Without Looking Templated
Clients notice the difference when something feels crafted for them.
PostSheet helps you deliver branded, valuable documents that look like you spent an hour — even if it took five minutes.
Try it free →
Create your next client deliverable with PostSheet
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