Write a compelling client reporting report for a tech startup
A structured prompt to generate a professional, data-driven, and actionable client reporting report specifically designed for B2B tech startups.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a digital strategy consultant specialized in supporting B2B tech startups. Write a client reporting report intended for the executives, marketers, agencies, and sales team of [STARTUP_NAME] in the [TECH_SECTOR] sector. The report must cover the period from [START_DATE] to [END_DATE] and focus on the following key indicators: [MAIN_KPIS] (e.g., MRR, churn, CAC, LTV, NPS). Structure the report into 5 parts: 1) Executive summary (2-3 key sentences with standout figures). 2) Commercial performance analysis: pipeline evolution, conversion rate, won/lost deals, and main reasons. 3) Marketing performance: analysis of acquisition channels (LinkedIn, SEO, cold email), CAC per channel, ROAS. 4) Customer satisfaction: NPS survey results, customer testimonials, retention rate and upsell. 5) Actionable recommendations: 3 to 5 concrete actions based on data, with priority (P1, P2, P3) and expected impact. Use a professional yet engaging tone, with suggested dataviz (MRR evolution chart, conversion funnel). For each section, list the data to include in table form when relevant. End with an impact sentence that motivates the team to take action. Remember to adapt vocabulary to the tech sector (growth, scale-up, product-market fit) and avoid overly corporate jargon. The report must be ready to be presented in an executive committee.
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Why this prompt works
<p>This prompt generates a complete and customized client reporting report for a tech startup. It is designed to be used directly with an AI assistant, by replacing the variables in brackets with your actual data.</p><p>To use it effectively:</p><ul><li><strong>Identify your key data</strong>: Replace [STARTUP_NAME], [TECH_SECTOR], [START_DATE], [END_DATE], and [MAIN_KPIS] with the information corresponding to your situation. For example: "MyStartup", "SaaS HR", "01/01/2024", "31/03/2024", "MRR, Churn, CAC, NPS".</li><li><strong>Refine the KPIs</strong>: Choose 3 to 5 most relevant KPIs for your business. The prompt will adapt automatically.</li><li><strong>Get an actionable report</strong>: The result will include prioritized recommendations, tables, and dataviz suggestions. You can then enrich it with your own charts.</li></ul><p>This prompt is ideal for marketing managers, sales managers, or CEOs who want to save time in writing periodic reports while maintaining a data-driven and professional approach.</p>
Use Cases
Expected Output
A report structured into 5 parts with quantitative data, tables, prioritized recommendations, and dataviz suggestions, in a professional and motivating tone.
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- LĂ©aAI
Pensez à injecter vos données brutes (chiffres réels, périodes comparées) dans les variables KPI et à demander explicitement une comparaison avec la période précédente — sinon le rapport restera générique. Pour un comité exécutif, ajoutez une mention « sources » et faites relire par un opérationnel avant diffusion.
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