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Generate a client reporting report for a communication agency

This prompt generates a complete client reporting report with KPIs, insights, and recommendations, tailored for communication agencies.

Paste in your AI

Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a digital strategy consultant for a communication agency. You must write a professional client reporting report, intended for [CLIENT_NAME] for the period from [START_DATE] to [END_DATE]. This report should be structured as follows:

  1. Executive summary: synthesis of key results (2-3 sentences).
  2. Main KPIs: for each lever used ([LEVER_1], [LEVER_2], [LEVER_3]), provide the following indicators:
    • Impressions
    • Clicks
    • Click-through rate (CTR)
    • Cost per click (CPC)
    • Conversion rate
    • Return on ad spend (ROAS)
    • Comparison with the previous period (increase/decrease in %).
  3. Performance analysis: interpret the data, explain observed trends (e.g., traffic peak linked to a campaign) and identify which levers performed best.
  4. Qualitative insights: 3 key learnings about target behavior, content performance, or channel effectiveness.
  5. Actionable recommendations: for each lever, propose 2 concrete actions to optimize performance for the next period.
  6. Appendices: tables or graphics (textual description).

Use a professional yet concise tone. The report should be ready to present to the client.

ADDITIONAL INSTRUCTIONS:

  • Adapt the level of detail according to the audience ([DETAIL_LEVEL]: concise, standard, detailed).
  • Include comparisons with industry benchmarks ([SECTOR]: e.g., fashion, tech, luxury).
  • Highlight successes and suggest areas for improvement without excessive jargon.

Objective: demonstrate the agency's added value, reassure the client, and justify the budgets invested.

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Answer 3 questions and Léa tailors the prompt to your situation.

Why this prompt works

<p>This prompt is designed for communication agencies wishing to automate the creation of client reporting reports. It includes key variables: <strong>[CLIENT_NAME]</strong>, <strong>[START_DATE]</strong>, <strong>[END_DATE]</strong>, <strong>[LEVER_1]</strong>, <strong>[LEVER_2]</strong>, <strong>[LEVER_3]</strong>, <strong>[DETAIL_LEVEL]</strong>, and <strong>[SECTOR]</strong>.</p><p>To use it, replace the variables in brackets with the client's actual data. For example, <strong>[CLIENT_NAME]</strong> becomes "Nike", <strong>[LEVER_1]</strong> becomes "Google Ads", etc. The detail level can be "concise" for an email, "standard" for a monthly report, or "detailed" for a steering committee.</p><p>The result is a structured report, ready to present, highlighting campaign performance and justifying investments. This prompt is ideal for account managers, traffic managers, or digital strategy consultants.</p>

Use Cases

Monthly report for a retail clientGoogle Ads campaign reportingQuarterly review for a luxury client

Expected Output

A structured client reporting report in 6 sections, with quantified KPIs, insights, and recommendations, personalized according to the provided variables.

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