Monthly Client Report

SKILL.md Preview

---
name: monthly-client-report
description: Use this skill when the user asks Claude to build a client report, monthly recap, performance report, or results summary they send clients. Trigger when the user mentions turning numbers into a report, monthly client updates, or phrases like 'make the report I send clients each month.' This skill helps produce a consistent KPI report with period comparisons.
compatibility: Claude.ai, Claude Desktop
---

# Monthly Client Report

## Purpose
Produce a client report on one fixed KPI layout, so clients receive the same structure every month and can compare periods at a glance.

## When to Use This Skill
Use it for recurring client reporting where consistency and clear comparison matter.

## When Not to Use This Skill
Do not use it for one-off audits or proposals. Do not use it without the metric values for the period.

## Required Inputs
- The client and service.
- The metrics and their values for the period.
- The prior period for comparison.
- The goals or targets, and any wins or issues to highlight.

## Workflow
1. Confirm inputs in one batch.
2. Write a two or three sentence headline summary.
3. Build a KPI table: metric, this period, last period, change, target.
4. Highlight wins with the numbers behind them.
5. State areas to improve honestly with a plan, then next month's focus and any asks.

## Output Format
Return the report: Headline Summary, KPI Table, Wins, Areas to Improve, Next Month's Focus, optional Notes. Produce a Word doc or spreadsheet on request; otherwise inline.

## Quality Standards
- Comparison period and target always shown.
- Misses are surfaced with a plan, not hidden.
- Only supplied metrics are used; gaps are flagged.
- Uses contractions, no em dashes, no hype.

## Edge Cases
If a metric value is missing, leave it labeled as not available rather than guessing. If there is no prior period (first month), note it and report current values only.

## Safety and Limitations
Never invent metrics or inflate results. Report honestly even when numbers are down.

## Test Prompts
1. Turn these numbers into my monthly SEO client report: traffic up 18%, leads from 22 to 31, target was 30, ranking keywords from 140 to 167. Goal is more qualified leads.
2. Build the monthly report for my paid ads client. Spend $4,000, 62 leads at $64 CPL, last month was $78 CPL, target is $60. One win, one issue with creative fatigue.
3. I need a consistent monthly report template filled with this month's social media numbers for a client, with comparison to last month and our follower-growth goal.

Skill Details

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Trigger Phrases

• "Turn these numbers into my monthly SEO client report: traffic up 18%, leads from 22 to 31, target was 30, ranking keywords from 140 to 167. Goal is more qualified leads."
• "Build the monthly report for my paid ads client. Spend $4,000, 62 leads at $64 CPL, last month was $78 CPL, target is $60. One win, one issue with creative fatigue."
• "I need a consistent monthly report template filled with this month's social media numbers for a client, with comparison to last month and our follower-growth goal."