P
💼BusinessIntermediateAll AIs

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:

  1. Executive summary (max 1 page): recall the objectives of the mandate and the 3 key insights.
  2. Performance analysis: include the following KPIs: [KPI1], [KPI2], [KPI3]. Compare with the previous period (variation in %). Identify gaps and opportunities.
  3. Actions taken: list the actions deployed (at least 3) with their measured impact ([IMPACT_METRIC]).
  4. Recommendations: propose [NUMBER_OF_RECOMMENDATIONS] prioritized recommendations, each with a success indicator and a time horizon.
  5. 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).

Personalize this prompt with Léa

Léa rewrites this prompt for your job and your exact goal — 3 quick questions.

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

Monthly report for a retail clientQuarterly reporting for a SaaS clientSemi-annual review for an industrial client

Expected Output

A structured report in 5 parts, with quantitative data, a professional tone, and actionable recommendations.

Improve this prompt

Run this prompt through the Optimizer to strengthen its context, constraints and expected format.

Improve this prompt with the Optimizer

Comments

  • 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.

📬 Get new prompts every week

Join our newsletter and never miss a prompt.

Go further

Similar Prompts

💼BusinessIntermediateAll AIs

B2B Sales Call Script for Accounting Firm

Prompt to create a personalized sales call script for an accounting firm, tailored to its specialty and target.

0201
💼BusinessIntermediateAll AIs

Re-Engagement Email for Cold Prospect

Resurrecting conversations with cold prospects

0198
💼BusinessAdvancedAll AIs

Investor Pitch Deck for B2B SaaS: The Unbeatable Prompt

Detailed prompt to generate a complete B2B SaaS investor pitch deck structured in 12 slides, with financial metrics and storytelling.

0245
💼BusinessIntermediateAll AIs

LinkedIn Prospecting for B2B Medical Clinic

Prompt to generate B2B LinkedIn prospecting messages for medical clinics, targeting executives and decision-makers.

0172