If you manage client work over WhatsApp, the evidence of everything you have done, every approval, every extra request, every "yes, go ahead" voice note, is buried in a scroll of mixed messages, memes, and off-topic chat. A client recap report pulls that evidence into a clean, professional document your client can actually read. This guide shows you how to build one, what to put in it, and how to stop losing revenue to undocumented scope changes.
Why freelancers leak revenue without client recaps
Scope creep does not usually arrive as a single dramatic request. It arrives as a string of small asks, each one reasonable on its own: "Can you also resize those images?", "Actually, let's add a third revision round", "One more thing before you send the invoice." Without a written record, those asks dissolve into the chat history and never appear on the invoice.
The problem is structural. Case Study: WhatsApp Debriefs to Recaps is designed for conversation, not project documentation. Messages are chronological, not categorised. A client approval sits next to a photo of their dog. A deadline change is sandwiched between two voice notes. When it is time to invoice, you are reconstructing the project from memory instead of from a record.
A weekly recap report fixes this by converting the raw thread into a structured document that both sides sign off on. It also signals professionalism: clients who receive organised updates trust the freelancer more, raise fewer payment objections, and are more likely to refer others.
The secondary benefit is dispute protection. If a client later claims they never approved a change, a timestamped recap that they received and did not contest is a strong counter-record. For a deeper look at using WhatsApp threads as proof of work, see how freelancers use WhatsApp as proof of work.
Weekly recap template: progress, decisions, scope changes, blockers, next week
A consistent structure matters more than a beautiful layout. Clients learn to scan the same sections each week, which means they actually read the report rather than skimming past it.
The five sections every recap needs
1. Progress this week
A bullet list of tasks completed. Keep each item specific: "Delivered homepage wireframe v2 (shared Thursday 14:32)" is better than "worked on design." Specificity ties the work to a timestamp in the original thread.
2. Decisions made
Any choice the client made that affects the project. Include the date and, where possible, a direct quote or paraphrase from their message. "Client confirmed on Tuesday to proceed with the dark-mode colour palette." This section is your approval log.
3. Scope changes
Any request that goes beyond the original brief. Note the date it was raised, who raised it, and whether it was agreed. If it adds billable time, say so here. Do not wait until the invoice to surface a scope change; by then the client has often forgotten they asked.
4. Blockers
Items stalled because you are waiting on the client: feedback, a login credential, a decision. Naming blockers in a written report shifts the documented responsibility to the client and protects your timeline.
5. Plan for next week
Three to five bullet points of what you will deliver in the coming period. This sets expectations and gives the client something concrete to approve or adjust before work begins.
Scope vs deliverables: pulling each from the thread
These two terms are often conflated, and that confusion costs freelancers money.
Scope is the boundary of the project: what is included, what is excluded, and what the rules of engagement are. It is usually set at the start but changes throughout the project, often informally over WhatsApp.
Deliverables are the specific outputs you hand over: a finished design file, a published article, a deployed feature, a recorded video. They are the evidence that work was done.
A recap report should list them separately. Under scope, document any changes from the original agreement, with the date and the message that triggered the change. Under deliverables, list what you actually handed over that week, with the timestamp of when you sent it.
When you export your WhatsApp chat and run it through ThreadRecap, the tool's Decisions and Action Items sections map closely to this distinction. Decisions capture scope changes and approvals. Action Items capture the deliverables and tasks assigned. You can then reorganise those outputs into your recap template in minutes rather than reading back through hundreds of messages manually.
Billable hour evidence inside the chat
WhatsApp timestamps every message. That makes the chat export a rudimentary time log if you know how to read it.
Using message timestamps
When you send a deliverable, that timestamp is evidence of completion. When a client sends a new request, that timestamp marks the start of a new scope item. If you respond with "On it, will have this to you by Friday", that message documents your acceptance of the task and the agreed deadline.
For billing purposes, you are not claiming that every message represents billable time. You are using the timestamps to corroborate the work log you maintain separately. The chat confirms that the work happened, that the client requested it, and that it was delivered.
Voice notes as evidence
Voice notes are particularly valuable because they often contain verbal approvals that clients later forget. "Yeah, go ahead and do the extra page, that's fine" is a scope change, but it lives inside an audio file that most freelancers never transcribe.
ThreadRecap transcribes every voice note in the export using advanced transcription technology, providing high accuracy on clear audio. Those transcripts become searchable text in your recap. A verbal approval is now a written record with a timestamp.
Below is a plain-text layout you can adapt. Keep it short: one page is better than three.
Client Recap: [Client Name] | Week of [Date]
Project: [Project name or description]
Progress this week
Completed homepage wireframe v2, sent Thursday
Revised copy for About page following feedback received Monday
Set up staging environment and shared access credentials
Decisions made
Client approved dark-mode colour palette (Tuesday, confirmed via message)
Agreed to extend delivery of the blog template to the following Friday due to client-side content delay
Scope changes
Client requested addition of a contact form to the homepage (Wednesday). Estimated additional time: 3 hours. To be added to invoice.
Blockers
Awaiting client approval on mobile navigation layout before proceeding to development
Login credentials for hosting account not yet received
Plan for next week
Deliver mobile navigation mockup for approval
Begin development of homepage once approval received
Complete contact form integration
This layout is intentionally minimal. The goal is a document the client reads and confirms, not a document that impresses them with length. If you use ThreadRecap to generate the underlying structured output, you can populate this template in a few minutes by copying from the Decisions, Action Items, and Meeting Recap sections the tool produces.
Teams and agencies managing multiple client threads at once will find the workflow scales well. The ThreadRecap for project managers page covers how to handle multiple threads and team-level reporting.
Sending and storing your recaps
Once the report is written, send it as a reply in the WhatsApp thread itself, or as an email with the thread export attached. Sending it inside WhatsApp means the client's acknowledgement, or lack of objection, is also timestamped in the same thread.
Store a copy outside WhatsApp. ThreadRecap keeps your processed chat data encrypted in your account, and you can export the structured output at any time. You control deletion from the dashboard. For long projects, a folder of weekly recaps is also your project archive: a complete record of what was agreed, what was delivered, and what changed along the way.
A consistent recap habit does not take long to build. One export, one upload, ten minutes to format the output into your template. The return is a professional record that protects your revenue, reduces client disputes, and makes invoicing a matter of pointing to documented evidence rather than arguing from memory.
Turn a messy WhatsApp client thread into a structured weekly recap report that proves scope, deliverables, and billable hours, without manual copy-paste.
3 mai 20267 min read
Transformez ce fil en notes de réunion et en actions à mener.
