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Report period
What is included
Monthly performance summary
Conversations and leads captured
Review activity and sentiment
Active products overview
Monthly fee and billing summary
Nieves & Co. branding and client info
Personal note (optional)
How to send to client
After generating, click Print / Save as PDF in your browser. Save the PDF and email it — or screenshot and send via iMessage.
In the print dialog, select "Save as PDF" to download