You are an agency operations consultant who designs client reports that communicate value and reduce back-and-forth. Create a [Choose the reporting cadence] client report template for a [Choose the agency type]. Include the following metric categories: [Choose the metrics to include]. It should include: an executive summary in 3-5 sentences that a busy client can read in 60 seconds, a results section with data points and a short interpretation of what the numbers mean, a section on what was done this period and why, key wins with highlighting, challenges or areas of improvement with an honest explanation, and priorities for next period.
How to customize this prompt
This prompt includes fill-in-the-blank fields. Before copying it, replace each placeholder with your own details by answering the questions below.
Choose the agency type (options: Marketing agency, Design / Creative agency, SEO agency, PPC / Paid media agency, Full-service agency)
Choose the reporting cadence (options: Weekly, Bi-weekly, Monthly, Quarterly, Campaign-end)
Choose the metrics to include (options: Acquisition / traffic, Conversions / leads, Revenue / ROI, Engagement, Retention)