How to Create Project Recaps for Blogs and Marketing

Learn the step-by-step process of creating engaging project recaps for our blog and marketing efforts, ensuring they highlight our projects and attract potential clients.

01 May 2025 By Kelly Claiborne

In this guide, we'll learn how to create project recaps for blog and marketing purposes. Project recaps are essential for showcasing ongoing projects and engaging potential clients. We'll start by accessing the project recap folder in Drive, making a copy of the template, and renaming it according to the project details. We'll explore how to use tools like ChatGPT to streamline the writing process, ensuring the content is engaging and SEO-friendly. Finally, we'll cover how to incorporate project photos and share the recap with relevant team members for review and publication.

Let's get started

Here's how to create project recaps. These recaps are for our blog and marketing purposes. First, we post them on our blog. We might also use them in marketing emails or on postcards.

Step #1: Copy all text in the scope of work. — Copy all text in the scope of work.

For marketing purposes, it's important to show that we're actively working on projects. The first step in creating a project recap is to go to the project recap folder.

Go to Google Drive

This is inside Drive.

Step #3: Go to Project Recaps Folder in Google Drive — Go to Project Recaps Folder in Google Drive

If we're asking you to do a project recap, it should be shared with you. You can see I have a project recap template. It should be in view-only status. You'll need to make a copy of that template. I already have one open, so let's go through it. This is the template.

First, go to File and select Make a Copy. Name it using the client's last name followed by Project Recap

Step #4: "Make a copy" of Project Recap Template — "Make a copy" of Project Recap Template

In this case, we are working on the DiRienzo Project Recap

Copy the last name, DiRienzo, and paste it into the Project Recap.

Step #5: Drag "Christine DiRienzo" — Drag "Christine DiRienzo"

Type "Cmd + C"

Type "Cmd + Tab"

Type "Cmd + V"

It should automatically save to the Project Recap folder.

Type " Project Recap"

Leave that as is, then press "Make a Copy." I'm closing this template since we no longer need it. We will work from the copied document.

Step #10: Click on "a copy" — Click on "a copy"

Now it says DiRienzo Project Recap, confirming we're in the correct document. Since it's no longer a template, rename it to match the specific project recap.

Step #12: Click on "DiRienzo Project Recap ☆" — Click on "DiRienzo Project Recap ☆"

Step #13: Drag "DiRienzo Project Recap" — Drag "DiRienzo Project Recap"

Type "Cmd + C"

Step #15: Drag "PROJECT RECAP TEMPLATE" — Drag "PROJECT RECAP TEMPLATE"

Type "Cmd + V"

You can work in any order you prefer for this project recap. Personally, I'll start with the questions and add the photos later.

Step #18: Click on "Where was the location of this project ? Describe the town or neighbor" — Click on "Where was the location of this project ? Describe the town or neighbor"

We don't have a YouTube video, so we'll skip that. I'll start with the questions. The first question is about the project location. There's an easy and a simple way to handle this. The simple way is to use ChatGPT. It will mostly do the work for you, requiring only about five to ten minutes of your time.

If you were to do it without ChatGPT, you might spend 30 to 40 minutes. It depends on your writing style and how you interpret the scope of work.

We will start by selecting all the text, copying it, and then going to ChatGPT. There, we'll say, "This is my template for a project recap." You can note in parentheses that it's likely related to plumbing, kitchen, and bath.

Step #20: Drag "DiRienzo Project Recap" — Drag "DiRienzo Project Recap"

Step #21: Click on "Edit" — Click on "Edit"

Step #22: Click on "Select all" — Click on "Select all"

Step #23: Right-click on "Insert Google Drive or photo link" — Right-click on "Insert Google Drive or photo link"

Step #24: Click on "Copy" — Click on "Copy"

Step #25: Click on "ChatGPT" — Click on "ChatGPT"

If yours doesn't or you're not logged in, you can specify that it's for plumbing, kitchen, or bath. I'll now paste the project recap.

Type "Cmd + V"

Type "This is my template for a project recap (Plowman Kitchen & Bath): "

All right, I'll add, "I need you to create a project recap based on the scope of work."

We will save this and see what ChatGPT responds with.

Type ". I need you to create a projeect based on the SOW. "

They will say, "Please share the full scope of work so we have accurate details."

We will return to the scope of work. Let me check.

Type "Cmd + Tab"

Step #34: Click on "Christine DiRienzo 207 Oakmont Dr Blue Bell , PA 19422 cgdirienzo@gmail.com" — Click on "Christine DiRienzo 207 Oakmont Dr Blue Bell , PA 19422 cgdirienzo@gmail.com"

Step #35: Click on "Edit" — Click on "Edit"

We will select everything here.

Select all and copy.

Step #37: Right-click on "Prepared for :" — Right-click on "Prepared for :"

Step #38: Click on "Copy" — Click on "Copy"

Oh, did it only select everything on this page? I'm not sure because, honestly...

No, it selected all. Great, just making sure.

Type "Cmd + Tab"

All right. That is the scope of work, so we'll include it here. Let's see what ChatGPT says.

Type "Cmd + V"

You may need to make some edits based on the content.

The project took place in Blue Bell.

Step #45: Click on "PA - a beautiful and serene suburb northwest of Philadelphia" — Click on "PA - a beautiful and serene suburb northwest of Philadelphia"

Step #46: Drag "This remodel took place" — Drag "This remodel took place"

Right? That is true.

Step #48: Click on "PA — a" — Click on "PA — a"

A beautiful and serene suburb of Philadelphia with excellent schools. Now, the challenge is that they want... I'm going to read it because I might not like what they wrote. I might want to make it more personable and fit the tone we normally use.

Okay. ChatGPT provided a lot of information, and you might not like everything it offers.

Step #50: Click on "orage , and didn't reflect their style . In the master bath , the oversized tub e closed - off layout didn't maximize usability . In the hall bath , they were d lighting , and a lack of personality ." — Click on "orage , and didn't reflect their style . In the master bath , the oversized tub e closed - off layout didn't maximize usability . In the hall bath , they were d lighting , and a lack of personality ."

Type "Up Arrow"

For this instance, I prefer not to use bullet points.

Step #56: Click on "Project Cost" — Click on "Project Cost"

I prefer not to have anything in bullet point format.

All questions should be answered in paragraph format. Since this is for our blog, we aim to engage potential clients who may be interested in our services. Make the project sound exciting. Let's see the results.

Type "all questions should be answe + Tabin paragrap + Tab format. Also, since this is being written for our blog, we are trying to engage with potential clients who may want our services. Make the project sound exciting. + Enter"

All right.

Step #59: Drag "At Plowman Kitchen & Bath" — Drag "At Plowman Kitchen & Bath"

No, this is not what I want. This is why I say it won't always give you what you want.

Step #60: Click on "for a polished" — Click on "for a polished"

Refer to the template. Answer the questions individually and label them with numbers, just like in the template.

This will be great, but there's too much going on. I'll see what it says when I do that.

Type "Refer back to the template. Answe the questions indiv + Taband label them questions with numbers just like the template. + Enter"

All right. This looks much better.

This remodel took place in Bluebell. The first step was to assess the current state of the kitchen. We noted the outdated cabinets and lack of storage space. The next step was to create a design plan that maximized functionality and aesthetics. We decided to replace the old cabinets with modern, sleek ones. This change not only improved the look but also increased storage capacity. We also installed new countertops made of durable materials, ensuring longevity and easy maintenance. Lighting was another crucial aspect. We added under-cabinet lighting to enhance visibility and ambiance. Additionally, energy-efficient LED lights were installed to reduce electricity consumption. The flooring was updated to a more durable and stylish option, complementing the overall design. Finally, we added a fresh coat of paint to brighten the space and tie the elements together. The remodel transformed the kitchen into a modern, functional, and inviting space, meeting the needs of the homeowners.

Step #64: Click on "PA — a picturesque" — Click on "PA — a picturesque"

The homeowners wanted to update two bathrooms. They needed to make upgrades, especially in the master bath.

Step #65: Drag "The homeowners came to us with two ba" — Drag "The homeowners came to us with two ba"

Step #66: Click on "minimal storage" — Click on "minimal storage"

Okay. Functionality, etc.

Step #67: Click on "bathrooms lacked modern features and a cohesive aesthetic" — Click on "bathrooms lacked modern features and a cohesive aesthetic"

Blah-blah-blah-blah.

Step #68: Click on "We completed a" — Click on "We completed a"

Blah-blah-blah-blah. Okay, that sounds good.

Step #69: Click on "Alexander hardware" — Click on "Alexander hardware"

In the master bath, we used... [details not provided].

Type "Up Arrow"

Okay. That sounds good. All right. That sounds really good.

Step #71: Click on "Ask anything" — Click on "Ask anything"

Add this essential element to make your bathroom remodeling project very SEO-friendly.

I'll say this: keep the language casual. That's what I'm going to say.

Type "this is great, make very SEO fri + Tab for bathroom remod + Tab. Keep langauge casual. + Enter"

I believe this should provide us with everything we need.

Step #73: Click on "bathroom remodeling project took place" — Click on "bathroom remodeling project took place"

Okay. You can read over this as you see it, but...

Step #74: Drag "reimagine both their primary bathroom and thei" — Drag "reimagine both their primary bathroom and thei"

Okay.

Step #75: Double-click on "and custom -" — Double-click on "and custom -"

I believe it highlighted the bold items as keywords. I already know Andrew will suggest adding some padding to it.

Step #76: Click on "layout of a textured glass enclosure that had to meet both visual" — Click on "layout of a textured glass enclosure that had to meet both visual"

Step #77: Click on "beautiful bathrooms , yes - but they also wanted bathrooms that worked for" — Click on "beautiful bathrooms , yes - but they also wanted bathrooms that worked for"

The total project cost was $105,000. State that it took seven and a half weeks to complete both bathroom renovations. Although it actually took nine weeks, we will say seven and a half weeks as it sounds better and is feasible within that timeframe.

Type "make the totalproject cost, $105,000 and specifically state that it took 7.5weeks to complete both bathroom renovations. "

Step #82: Click on "took 7.5 weeks to complete" — Click on "took 7.5 weeks to complete"

Type " "

Step #84: Click on "e total project cost , $ 105,000 and specifically state that it took 7.5 weeks to con throom renovations ." — Click on "e total project cost , $ 105,000 and specifically state that it took 7.5 weeks to con throom renovations ."

Step #85: Click on "$ 105,000 and specifically state that" — Click on "$ 105,000 and specifically state that"

We are going to say that. All right.

Type "Enter"

Do, do, do, do, do.

Step #87: Drag "This bathroom remodeling project took place" — Drag "This bathroom remodeling project took place"

Alright, I think that looks great. We will copy and paste this into the project recap we created.

Type "Cmd + C"

Step #92: Click on "DiRienzo Project Recap - Google D" — Click on "DiRienzo Project Recap - Google D"

At the end, ensure you place it in the correct location and avoid editing anything you shouldn't. Now, I'll paste this here.

Type "Cmd + V"

Alright.

That looks good. For project photos, go to CompanyCam, log in with your credentials, and search for the person's name.

Step #95: Drag "[ Insert Google Drive link ] | YouTube Video ( if applicable ) :" — Drag "[ Insert Google Drive link ] | YouTube Video ( if applicable ) :"

Type "comp + Enter"

Step #98: Click on "Log In" — Click on "Log In"

Step #99: Click on "QFind a project" — Click on "QFind a project"

100

Type "dir"

Step #101: Click on "DiRienzo" — Click on "DiRienzo"

In this case, we can let Brian, our digital marketing person who also manages our website, handle it.

Step #105: Click on "Share" — Click on "Share"

Step #107: Click on "Get Link" — Click on "Get Link"

Look at the pictures and decide which ones are best to use for the project.

Step #108: Click on "Copy Link" — Click on "Copy Link"

Step #109: Click on "⑤ Project Recap Creation" — Click on "⑤ Project Recap Creation"

I will return to the project recap.

Step #110: Click on "Project Recap - Google Docs" — Click on "Project Recap - Google Docs"

Step #111: Click on "link" — Click on "link"

I will insert this link for the photos.

113

Type "Cmd + V"

We don't have a YouTube video, so I'll delete it.

115

Type "Backspace"

116

Type "Backspace"

All right. Let's ensure that's the correct link since I moved some things.

Step #118: Click on "https://app.companycam.com/galleries/GGVFbYit" — Click on "https://app.companycam.com/galleries/GGVFbYit"

120

Type "Cmd + V"

Step #121: Click on "quality" — Click on "quality"

That's the correct link. Perfect.

Step #123: Click on "a quiet and upscale suburb just" — Click on "a quiet and upscale suburb just"

This one is good to go.

I will add a space here.

Step #125: Click on "you'll" — Click on "you'll"

Step #126: Click on "doors made" — Click on "doors made"

Always check, as AI can make mistakes.

Everyone can make mistakes, so always double-check. Once you're finished, share it.

Step #128: Click on "Share" — Click on "Share"

Andrew should already be here, but you will want to add Brian.

Step #129: Click on "groups" — Click on "groups"

I'm sorry, it seems like the text you provided is incomplete. Could you please provide the full text that needs refining?

131

Type "bri"

He should appear...

Step #132: Double-click on "," — Double-click on ","

133

Type "b"

Oh, wow, of course.

Alright, let's go back.

Step #137: Click on "Modern Ma ←" — Click on "Modern Ma ←"

Let's see if it works now.

Step #138: Click on "groups" — Click on "groups"

I will add Brian Jensen from Congruent Digital as an editor.

139

Type "bria"

Step #140: Click on "Brian Jensen" — Click on "Brian Jensen"

Add Andrew to the list. Since I am the one sending it instead of you, Praise, I will also add you.

Step #143: Click on "Andrew Plowman" — Click on "Andrew Plowman"

Step #146: Click on "Prayse Estrada - Chavous" — Click on "Prayse Estrada - Chavous"

If it were the other way around and you were doing the project recap, you'd want to include me.

It should be sent to Brian, Andrew, and Kelle as editors.

Ensure that everyone is made an editor, and then proceed to notify them.

Hi, Brian. The project recap is ready to go.

153

Type "Hi Brian, + Enter"

154

Type "Enter"

All right, I'm going to send it.

Step #156: Click on "Send" — Click on "Send"

Sure, share.

Step #157: Click on "Share anyway" — Click on "Share anyway"

And that's it.