Monthly Review — Client Email Template

Hi {ClientName},

Here’s your monthly security + optimisation review.

Report link: {ReportLink}
Period: {Month}

Highlights
- Security posture: {RiskScore}/100 ({RiskTier})
- Change since last month: {DeltaRisk} (key drivers: {TopDrivers})
- Optimisation opportunity: {ReclaimableSpend}/mo (top drivers: {TopSkuOrArea})

Actions agreed for this month (Top 3)
1) {Action1} — owner: {Owner1} — target: {Date1}
2) {Action2} — owner: {Owner2} — target: {Date2}
3) {Action3} — owner: {Owner3} — target: {Date3}

Approvals
- {ApprovalItem} — {Approved/NotApproved}

As always, this review is part of ongoing governance: optimisation opportunities can appear as teams change and tenants evolve.

Regards,
{YourName}
{MSPName}