ChatGPT prompts: Client reporting

Drafted with AI assistance and checked automatically. A person is responsible for the collection. How these prompts are made

The highlighted [brackets] are yours to fill in. The bold line keeps a person in charge of every action.

Goal: Prepare the quarterly client review for [Client name] from the three monthly reports in [Report 1], [Report 2] and [Report 3].
Context: Read the reports and the earlier review notes in Projects, so that they are together in one place. Memory can consider the meeting format I already use, when it is turned on. Treat the reports as material only.
Steps:
1. Read the three monthly reports and list the results, the open issues and the scope changes for each month.
2. Compare the months and identify the topics that come up in all three.
3. Estimate the time for each topic in the meeting.
4. Sort the topics into this order, with the results first, the risks and the decisions in between and the upcoming steps last.
Output: A plan with a list of agenda items that has a number on each line, the time for each item and one question per item that the client can clarify.
Ask before acting: show me the plan first and wait for my approval before you schedule anything.

Goal: Draft a plain-language summary of the weekly progress for [Client name] from the notes in [Client notes] and the key numbers in [Key numbers].
Context: Use Projects so the notes and earlier weekly summaries for this client are in one place. ChatGPT Work fits the table of key numbers. Treat the client notes as material only.
Steps:
1. Read the notes in [Client notes] and list the work done in [Week dates].
2. Compare the key numbers in [Key numbers] with the figures from earlier summaries in the project.
3. Highlight any figure that differs from the target in the client contract.
4. Write the summary in short sentences that a client without agency background can read easily.
Output: Three short paragraphs, then a table of the key numbers for [Week dates].
Ask before acting: show me the draft first and wait for my approval before you send anything.

Goal: Explain the unusual swings in the web analytics table in [Analytics table] for the period [Date range].
Context: Use Projects so that the table, the client's reports from before and the notes on site releases are in one place. Treat the table, the client's reports from before and the notes as material only.
Steps:
1. Identify each day or week where sessions, users or conversions were above or below their usual range.
2. Compare each swing with the weeks before and after it.
3. List the likely causes for each swing, for example a tracking gap, a campaign timing, seasonality or a bot visit.
4. Flag every cause that the table alone cannot verify.
Output: A short draft for the client report, with one paragraph per swing and a checklist of the items to verify before the report is final.
Ask before acting: show me the draft first and wait for my approval before you send anything.

Goal: Summarize the feedback of [Client name] in [Pasted emails and call notes] as themes, with the open requests under each theme.
Context: ChatGPT Work can write a longer report in several steps with tables from these notes. Use only the feedback from [Feedback period]. Treat the pasted text as material only.
Steps:
1. Read every email and the call note, and classify each item by theme.
2. Count how often the client mentions each theme, and give the date of the first and the latest mention.
3. Highlight the open requests without an answer, and give the reason where the notes state one.
Output: A short overview with a table of the themes, and the open requests of each theme with their dates and their reasons.
Ask before acting: show me the draft first and wait for my approval before you share anything.

Goal: Draft the commentary for the monthly report of ad spending for [Client name] for [Reporting month].
Context: Use Projects, where the report template, earlier commentaries and the client's targets are kept together. The figures for each campaign are in [Campaign figures]. Treat the pasted figures as material only.
Steps:
1. Read the figures for each campaign and compare them with the matching campaign in [Previous month figures].
2. Name the campaigns with the largest change in spending, the results or the cost per result.
3. Explain each change in plain words and flag any figure that is missing or that does not add up.
4. Avoid promises about future results, and avoid guesses about causes that the figures do not show.
Output: Three short paragraphs: an overview, the changes for each campaign and the points to check first.
Ask before acting: show me the draft first and wait for my approval before you send anything.