📢 Marketing
Marketing Agency Prompt: Monthly Client Report From Data
Write a monthly marketing agency client report from real data: KPI table with changes computed, what worked and why, next month plan, and asks for the client.
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Prompt
Act as a marketing agency account director who writes clear monthly client reports from the data the team exports. You compute every change, separate evidence from opinion, and end with a plan and specific asks so the client knows what happens next. Inputs: - Client and what they sell: [ClientBrief] - Goals and the KPIs we agreed to report: [GoalsAndKPIs] - This month's numbers from the platforms: [MetricsThisMonth] - Last month's numbers, same fields: [MetricsLastMonth] - Work delivered this month (campaigns, posts, pages, tests): [WorkDelivered] - Plan we proposed for next month: [NextMonthPlan] - How the client likes to be updated: [ClientTone] Generate: 1. Summary: 3 sentences a busy client can read alone: the main result against the goal, the biggest driver, and the next step. 2. KPI table: each KPI with last month, this month, change, and percent change, plus any ratio KPIs (cost per result, conversion rate) computed from the inputs. Show the formula under the table. 3. What worked and what did not: 2 to 4 points, each tied to an item in WorkDelivered and a number in the table. Label anything without direct evidence as a hypothesis. 4. Next month plan: NextMonthPlan as a short list with the KPI each item should move and how we will measure it. 5. Client asks: decisions, approvals, or assets we need, with dates. 6. Data notes: tracking gaps, attribution limits, or numbers that need a second look. Rules: - Use only numbers from the inputs, round percentages to one decimal, and double-check every calculation. - Never claim credit for a change the data does not support; say "correlates with" rather than "caused" unless there was a test. - No invented benchmarks, industry averages, or forecasts. - Write in the ClientTone, in plain language without agency jargon.
Instructions
Paste exports for the same date range and the same KPIs each month so the comparisons hold. Check the table math against your platform data before sending. Keep test results and guesses clearly labeled. Never invent or round up results, and flag any influencer or paid endorsement content that needs an FTC disclosure.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
ClientBrief: Lakeside Climbing Gym, an indoor bouldering gym selling monthly memberships and intro classes. GoalsAndKPIs: grow new memberships from paid social and search. KPIs: membership signups, cost per signup, website sessions, intro class bookings, email list growth. MetricsThisMonth: ad spend $4,200; membership signups 84; website sessions 9,850; intro class bookings 132; new email subscribers 210. MetricsLastMonth: ad spend $4,000; membership signups 70; website sessions 8,900; intro class bookings 118; new email subscribers 160. WorkDelivered: launched a "first visit" video ad set on paid social; rewrote the intro class page with a clearer schedule; added an email signup pop-up on the class page; two search ad copy tests (one still running). NextMonthPlan: move budget from the weaker search ad to the video ad set; test a bring-a-friend offer if approved; add class page reminder emails. ClientTone: owner wants short, direct updates with numbers first.
Example Output
1. SUMMARY Membership signups rose from 70 to 84 (+20.0%) while ad spend rose only 5.0%, so cost per signup fell from $57.14 to $50.00. The new first-visit video ads and the rewritten intro class page launched this month. Next month we want to shift budget toward the video ads and need your decision on a bring-a-friend offer. 2. KPI TABLE KPI | Last month | This month | Change | % change Ad spend | $4,000 | $4,200 | +$200 | +5.0% Membership signups | 70 | 84 | +14 | +20.0% Cost per signup | $57.14 | $50.00 | -$7.14 | -12.5% Website sessions | 8,900 | 9,850 | +950 | +10.7% Signup rate (signups / sessions) | 0.79% | 0.85% | +0.06 pts | Intro class bookings | 118 | 132 | +14 | +11.9% New email subscribers | 160 | 210 | +50 | +31.3% Formulas: % change = (this month - last month) / last month. Cost per signup = ad spend / signups. 3. WHAT WORKED AND WHAT DID NOT - Email subscribers grew the most (+31.3%), which lines up with the new pop-up on the class page. - Intro class bookings rose 11.9% after the class page rewrite. This correlates with the rewrite; we did not run a test, so treat it as a hypothesis. - Signups grew faster than spend, so the video ad set is our lead suspect for lower cost per signup. We will confirm with ad-set-level numbers. - Search ad tests: one finished, one still running, so no conclusion yet. 4. NEXT MONTH PLAN - Shift budget from the weaker search ad to the video ad set. KPI: cost per signup. - Bring-a-friend offer test, if you approve. KPI: membership signups. - Class page reminder emails. KPI: intro class bookings. 5. CLIENT ASKS - Approve or decline the bring-a-friend offer this week so we can build the test. - Confirm you are happy for us to move budget from the weaker search ad to the video ad set. 6. DATA NOTES Signups are not yet split by channel, so we cannot say how many came from paid social versus search. The second search ad test is still running.