A client's one comment changed how I run monthly statements

Last month a small business owner told me my statement layout looked like a receipt vomit. I had been cramming every transaction into a single table, no summary. She said she just wanted to know ending balance and any fees at the top. I redesigned it in two days, put a bold summary line, moved details below. Client retention went up for three accounts, and I got two referrals. Has anyone else simplified reports after a customer complaint?

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1 Comment

emmasmith15d ago

Funny you say that, my old landlord once told me my rent check memo line looked like a grocery list, so I started writing "RENT" in huge letters and he stopped calling me about it. People really just want the MAIN point up front, I guess.