Write a compelling client performance report for your web agency
Structured prompt to generate a B2B client performance report, including SEO, SEA, social media and competitive analysis.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
Generate a client performance report for [AGENCY_NAME] addressed to [CLIENT_NAME], for the period from [START_DATE] to [END_DATE]. The report must be structured as follows:
- Executive Summary: 2-3 key sentences on overall performance, highlighting strengths and alerts. Include a comparison with the previous period.
- SEO Performance: Organic traffic evolution (source: Google Analytics/Search Console), rankings for [MAIN_KEYWORDS], number of backlinks gained/lost, and technical events (e.g., Google update). For any deviation >10%, propose a hypothesis and a recommendation.
- SEA Performance: Budget spent vs budget allocated, CPA, ROAS, CTR, and new keywords tested. Include screenshots from Google Ads if applicable.
- Social Media (if applicable): Engagement rate, follower growth, performance of sponsored posts. Highlight the best-performing content.
- Competitive Analysis: Positioning of [CLIENT_NAME] vs [DIRECT_COMPETITOR] on key indicators.
- Recommendations: 3 priority actions with estimated impact (e.g., +15% traffic in 30 days) and effort level (low/medium/high).
The tone should be professional but engaging, with data systematically interpreted. Use simulated graphs in the text (e.g., [graph: traffic evolution]). Limit the report to [NUMBER_OF_PAGES] pages. End with a conclusion slide highlighting results achieved and next steps.
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Why this prompt works
<p>This prompt is designed for web agencies that need to produce client reporting reports efficiently and professionally. Simply copy the text into your preferred AI tool, replacing the variables in [BRACKETS] with your client's actual data.</p><p>For optimal use, start by defining the <strong>main keywords</strong> and the <strong>direct competitor</strong> before launching generation. You can adjust the number of pages and level of detail according to client expectations. The prompt includes a logical structure covering performance, analysis and recommendations, avoiding omissions.</p><p>If you want a more visual report, feel free to ask the AI to simulate graphs or tables in the text. For non-technical clients, you can simplify certain sections like competitive analysis or technical SEO aspects.</p>
Use Cases
Expected Output
A report structured in sections, with numerical data, interpretations, simulated graphs and prioritized recommendations. The tone is professional and engaging.
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