[APG Public List] Client Reports

Alvie L. Davidson CG floridasearch at verizon.net
Sun Dec 6 10:01:47 MST 2009

Hi Todd

You hit on a problem which lies in almost all research.  Many folks want to
have their family genealogy researched and want to get it back in a very
nicely compiled report, BUT, when it comes to compensation, that is a
problem.  Whether a person is sitting in a library researching, digging out
records from a dusty courthouse basement, or retrieving information from the
internet, time is money.   I have found many clients are just hard to
convince it costs to prepare a very nice report and all that is understood
before the research begins.



Alvie L. Davidson CG
Lakeland, Florida


CG and Certified Genealogist are Service Marks of the 
Board for Certification of Genealogists 
used under license after periodic evaluations by the Board.


From: apgpubliclist-bounces at apgen.org
[mailto:apgpubliclist-bounces at apgen.org] On Behalf Of todd white
Sent: Sunday, December 06, 2009 11:33 AM
To: apgpubliclist at apgen.org
Subject: [APG Public List] Client Reports



I've been watching the dialogue back and forth on this list and this is the
first time I am glued to my computer to see what everyone's response is. I
think this is an excellent question that effects all of us. 

To expand on Karen's question, I would like to know what types of reports
are being generated to give to the client. 

Personally, I have been creating a pedigree chart and an ahnentafel report
for the client. I also include copies of all the supporting media such as
census reports, etc... I've bought several nice presentation binders and put
the documents into the sheet protectors. The last report was about 50 pages
which fit neatly into the binder. I think overall it creates a very nice

I've always wanted to do a more professional looking book that was bound but
no client has ever wanted to pay the cost for creating such a book. 

I would love to know everyone else's procedure for creating and presenting a
report to a client. 


Todd White 

--- On Sun, 12/6/09, Karen J Matheson <kjmatheson at austin.rr.com> wrote:

From: Karen J Matheson <kjmatheson at austin.rr.com>
Subject: [APG Public List] Client Reports
To: apgpubliclist at apgen.org
Date: Sunday, December 6, 2009, 9:48 AM

How do y'all put together the reports that you give to a client?  By this, I
am asking: how do you physically organize and present the materials?  Do you
put the report and documents in three ring binders? report covers? stapled?
held together with binder clips? Does the size of the report and the number
of documents change how you present the materials?


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