CLIENT MEMOS
Make the reasoning readable.
A clear client memo should carry the conclusion, evidence, scenarios and limitations together — not just a headline or an unsupported signal.
CLIENT-READY COMMUNICATION
Keep the evidence in the conversation.
When research is shared beyond the desk, clarity matters as much as the conclusion. A useful memo gives readers enough context to understand the view — and its limits.
MEMO FRAMEWORKREVIEW BEFORE SHARING
01 / VIEW
The conclusion
State the question and the current view in direct language.
02 / BASIS
The evidence
Show the inputs and reasoning that support the assessment.
03 / RANGE
The scenarios
Describe what could change the view, including material downside considerations.
04 / LIMITS
The caveats
Disclose missing data, uncertainty and the boundary between research and advice.
Memo formats and sharing options depend on the features enabled for your account. Review every client-facing document before distribution.
FOR YOUR DESK
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