# Agency client review desk: results, budget and next year’s proposal

> For Agency account managers and client-services leads preparing a quarterly or annual client review.

the review is built from the year’s results Table and the budget sheet, charted on the desk and carried into the proposal — so the case for renewal is the evidence, side by side. Distinct from renewal-plan (software customer success) and consulting-report.

## What goes on the desk

- Document ‘Proposal: year two’ (/help/widget-document)
- Spreadsheet ‘Budget’ (/help/widget-spreadsheet)
- Table ‘Results by month’ (Month, Leads, Qualified leads, Channel) (/help/widget-table)
- Chart ‘Qualified leads by channel’ (/help/widget-chart)
- Slides ‘Client review’ (/help/widget-slides)
- Contacts (/help/widget-contacts)
- Inbox for the client’s mail (connected mailbox) (/help/widget-inbox).

## Set it up

one desk per client; import monthly results (/help/widget-table-import).

## Use it day to day

add each month’s row; a week before the review update the chart and the deck.

## Where Plexii helps

Plexii answers what drove a quarter’s leads from the desk, with sources (/help/ai-assistant); the Document’s Draft with AI and Rewrite selection change nothing until you insert or replace (/help/widget-document); a Living Doc can keep a running summary of the account (/help/widget-living-doc).