1. Map your stakeholder tiers
Identify who needs visibility and how often.
- Direct manager or project sponsor – weekly detail.
- Executive sponsor or client CEO – monthly summary.
- Cross-functional peers – ad-hoc highlights tied to their dependencies.
Make calendar invites recurring so updates never slip.
2. Establish a communication cadence
Weekly cadence – manager / day-to-day client contact
Send a brief email (or post in the project tool) before close of play each Friday. Include:
- Tasks completed and any quick wins
- Key metric movements (one or two numbers only)
- Current blockers and who can resolve them
- Top priorities for the next sprint
- Aim for a message that takes less than ten minutes to read.
Fortnightly cadence – wider project team
Record a 5- to 7-minute Loom or run a short live demo that shows new assets, experiments launched, and early lessons. Share the link with a bullet-point recap so teammates can watch asynchronously and add comments.
Monthly cadence – senior leadership / budget owner
Prepare a one-page PDF or slide deck that leaders can scan in under five minutes. Lead with KPI trends (traffic, pipeline, revenue impact), highlight major risks or opportunities, and list any decisions or approvals you need.
3. Own the narrative
Your visibility is your responsibility especially in async or remote teams. Write updates as if you are answering three questions pre-emptively:
- What did we accomplish?
- What evidence shows it worked?
- What happens next and what do I need from you?
4. Provide context, then numbers
Stakeholders skim. Lead with a one-sentence headline, then the metric. Example:
“Landing-page conversion rose from 2.4 % to 3.1 % after the testimonial swap; that delivers 42 extra leads per month.”
Attach the dashboard link for deeper exploration but never bury the key takeaway.
5. Tailor depth to the recipient
- Internal B2B marketer – your CMO may want channel-level CPM data; the CFO only needs CAC trend and pipeline lift.
- Freelancer – the client’s marketing manager appreciates granular Jira tickets; the MD just needs proof the retainer pays for itself.
- Agency account lead – junior client contacts like detailed “done” lists; the board expects a crisp ROI slide.
Practical examples you can copy
Weekly update email (internal marketer)
Subject: “Growth sprint #18 – wins, numbers, blockers”
- Wins: LinkedIn lead ad variant B cut CPL 18 %.
- Numbers: Demo bookings 23 (target 20).
- Blockers: Waiting on product team for API key ETA Wednesday.
- Next: Launch nurture email test, finalise Q3 budget.
Monthly client report (freelancer)
Top banner: traffic, MQLs, revenue in three bold figures.
Slide 2: Screenshot of new dashboard.
Slide 3: Insight – “87 % of demos originate from two articles; plan to expand this content cluster.”
Slide 4: Ask – approval for £800 content rewrite budget.
Async Loom walkthrough (agency)
Record a five-minute screen share of the latest landing page, annotate changes, show early A-B test data. Post the Loom link in the client Slack channel with a two-line summary and tag decision-makers.
Habits that reinforce strong stakeholder management
- Write updates before ending your Friday; Monday slips destroy cadence.
- Use the same template each week so readers learn where to look.
- Store all reports in a shared folder for easy reference.
- Acknowledge every question within 24 hours, even if the answer will follow later.
- Review your stakeholder map quarterly as projects and personnel shift.
Mastering stakeholder management turns silent hard work into visible, strategic progress. It protects budgets, accelerates approvals, and builds the trust that lets growth teams experiment freely exactly what you need for sustained B2B success.