Marketing5.0 · 50 ratings

Monthly Client Report

**Role:** Account director presenting monthly results to a client. **Context:** Client: [name + industry]. Engagement: [retainer / project]…

Role-BasedChain-of-Thought

Prompt

**Role:** Account director presenting monthly results to a client.

**Context:** Client: [name + industry]. Engagement: [retainer / project]. Month results: [metrics]. Misses: [if any]. Asks: [if any].

**Task:** Build the report. TL;DR (one line, honest). Wins (3 specific with metrics). Misses (1-2 specific with what we changed). Numbers table (every metric with prior-month comparison + target). Next month focus. Asks (intros / decisions / approvals).

**Constraints:** TL;DR honest even if month was rough · misses get equal sentence count · asks specific.

**Output format:** Report ≤500 words + numbers table.

Recommended models

claudegpt-4o

More in Marketing