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Marketing Agency Prompt: Monthly Client Report From Data
📢 Marketing

Marketing Agency Prompt: Monthly Client Report From Data

Ppromptstudio·Oct 22, 2026
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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.

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.