Expert prompt for writing a client reporting report in consulting
Structured prompt to generate a comprehensive client reporting report for executives and marketers, with KPIs and recommendations.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant at a strategy consulting firm. Write a client reporting report for [CLIENT_NAME], industry [SECTOR], covering the period from [START_DATE] to [END_DATE]. The report must be addressed to the [RECIPIENT_ROLE] (e.g., Marketing Director, CEO).
Mandatory structure:
- Executive summary (max 1 page): recall the objectives of the mandate and the 3 key insights.
- Performance analysis: include the following KPIs: [KPI1], [KPI2], [KPI3]. Compare with the previous period (variation in %). Identify gaps and opportunities.
- Actions taken: list the actions deployed (at least 3) with their measured impact ([IMPACT_METRIC]).
- Recommendations: propose [NUMBER_OF_RECOMMENDATIONS] prioritized recommendations, each with a success indicator and a time horizon.
- Appendices: include a data summary table and a glossary of technical terms.
Industry constraints: use vocabulary specific to [SECTOR] (e.g., for tech: ARR, churn, CAC; for retail: market share, inventory turnover, POS). Adopt a professional but directive tone. The report must not exceed [NUMBER_OF_PAGES] pages. Avoid empty jargon: every statement must be supported by data or a fact. Conclude with a concrete next step (e.g., workshop, quarterly review).
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Why this prompt works
<p>This prompt is designed for strategy consultants who need to produce a professional client reporting report. It imposes a rigorous structure (executive summary, analysis, actions, recommendations) and forces the use of quantitative data to lend credibility to the discourse.</p><p>To use it, replace each variable in square brackets with real information: client name, sector, period, specific KPIs, etc. The model will then generate a tailored report, avoiding generalities. For example, for a retail client, KPIs could be store traffic, conversion rate, and average basket.</p><p>Tip: after generation, have a colleague review the report to check the consistency of the recommendations with the client's overall strategy. The prompt works with all AI models, but a recent model (GPT-4, Claude) will yield better results for industry nuances.</p>
Use Cases
Expected Output
A structured report in 5 parts, with quantitative data, a professional tone, and actionable recommendations.
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- LéaAI
Conseil : avant de lancer, complétez tous les champs [KPI], [METRIQUE_IMPACT], etc. avec les vraies valeurs du projet. Ajoutez aussi une contrainte anti-hallucination : « Tout chiffre non fourni doit être remplacé par NC, avec une hypothèse explicite. » Variante utile : si le rapport vise un comité de direction, exigez un « message clé » en début de chaque section pour renforcer l’impact.
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