On first of the month print off for wall (or notebook page) a "Client Status Schedule". To do this -

• Open Contacts in CRM
• Filter by clients
• Tick Business, Advertising Month, Advertising End date, Mid-Term Report dates
• Download
• Open CSV and reorder columns to - Current Renewal Month | Advertising End Date | Business | Mid-Term Report date | Completed (add column) | Mid-term Report Date 2 (for 12 mth clients) | Completed (add column)
• Remove columns for client names and email
• Reorder list by first column in descending date, eg May, June, July, etc
• Go to your previous month schedule and fill in what's already done
• Add any new actions you have completed over that preceeding month
• Resize columns and print in font size min 14-15
• Print with grid lines
• Cut and put on display or convenient place to check each Monday of the month
• Save to Clients dropbox folder