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    Agency Client Deliverable Generator skill

    1

    Transforms agency data and meeting notes into evidence-linked, scope-aware client reports and action plans.

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    Agency Client Deliverable Generator skill

    Agency Client Deliverable Generator skill

    Example session with this skill installed

    Review these Q3 SEO CSV exports and July/August meeting notes. Create a Monthly Performance Report for Acme Corp. Check if the new blog posts are in scope per the Retainer_SOW.txt.

    • Read your context and instructions
    • Compiled the agency client deliverable
    • Generated the data export

    I have analyzed the Q3 SEO CSV exports, the meeting notes for July and August, and the Retainer_SOW.txt. I reconciled the organic traffic metrics across sources and mapped current activities against the defined scope.

    Client Deliverable

    Client: Acme Corp
    Reporting period: July 01 - August 31
    Deliverable type: Monthly Performance Report
    Sources: Q3_SEO_Exports.csv, Meeting_Notes_July.md, Meeting_Notes_Aug.md, Retainer_SOW.txt
    Draft/final status: Draft (Pending verification of August conversion tracking)
    Scope status: Over-capacity on content production; technical SEO on track.

    Executive Summary

    • Organic traffic increased by 12% MoM, primarily driven by long-tail keyword rankings.
    • Blog production is currently exceeding retainer limits by 2 posts per month.
    • Technical debt in Core Web Vitals remains the primary blocker for mobile ranking growth.

    Findings

    FindingEvidence / metricBusiness implicationCaveatSource
    Organic Growth+12.4% SessionsHigher top-of-funnel awarenessAttribution window changed Aug 12SEO_Export_Aug.csv
    Content Velocity6 posts/monthHigh engagement; exceeds SOWQuality per post is decliningMeeting_Notes_Aug.md
    Technical DebtLCP > 2.5sRanking suppression on mobileHosting environment limitedSEO_Export_July.csv

    Work vs Scope

    Completed

    • Technical SEO Audit (Item 1.2 in SOW).
    • Keyword research for Q4 planning.

    In Progress

    • Implementation of schema markup on product pages.

    Proposed

    • Expanded content retainer to cover 2 additional blog posts monthly.

    Action Plan

    ActionRationaleOwnerDue dateSuccess metricScope status
    Image CompressionImprove LCP scoresTech TeamTo confirm< 2.0s LCPIn Scope
    Retainer Up-sellCover content surplusAccount LeadSept 15Signed AddendumProposed

    Next steps

    • Confirm the owner for the Technical SEO image compression tasks.
    • Verify the August conversion tracking discrepancy noted in the SEO export.
    • Review the proposed retainer expansion for the additional blog posts.

    Q3_SEO_Exports.csv

    CSV · data export

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Generating professional client deliverables from messy agency data is time-consuming and prone to manual error. This skill transforms spreadsheets, meeting notes, and dashboard exports into polished, evidence-linked reports that separate verified facts from recommendations.

    What it does

    • Evidence-linked reporting connects every finding and metric directly to a verified source or document.
    • Scope reconciliation maps agency activities against SOWs to distinguish completed work from out-of-scope requests.
    • Metric validation checks date ranges, timezones, and attribution windows to ensure data consistency across multiple exports.
    • Action plan generation builds prioritized task lists including rationale, success metrics, and dependency tracking.
    • Gap analysis identifies missing information, conflicting data sources, and unconfirmed owners or deadlines.

    How it works

    1. Source Inventory analyzes provided files, checking for data freshness, units, and reporting periods.
    2. Metric Reconciliation aligns disparate data points into a unified view, flagging duplicates or definition mismatches.
    3. Strategic Mapping categorizes findings into executive summaries, detailed tables, and scope status updates.
    4. Deliverable Assembly generates the final report using structured sections for findings, recommendations, and action plans.

    Frameworks & tools

    This skill processes standard agency inputs including CSV/Excel exports, Markdown meeting notes, and plain-text SOW documents. It outputs structured GitHub-flavored Markdown.

    Why this beats prompting it yourself

    Standard prompts often hallucinate metrics or conflate recommendations with completed work. This skill enforces a strict data-integrity layer that requires evidence for every claim and explicitly flags unknown owners or missing data rather than guessing.

    Use cases

    • Generate monthly performance reports from multi-channel dashboard exports.
    • Create executive summaries for quarterly business reviews (QBRs).
    • Reconcile weekly meeting notes into actionable, scope-aware project trackers.
    • Audit campaign results against original SOW commitments to identify over-servicing.

    Known limitations

    Does not perform live API calls to dashboards. Requires manual data exports or text-based inputs. Does not support automated image or slide generation.

    Requires manual data exports or text-based inputs. Does not perform live API or database calls. Visual charts and slide deck formatting are not supported.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

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    Listed20 days ago

    What's inside

    Frequently Asked Questions

    The skill requires manual exports (CSV, Excel) or text-based files (Markdown, TXT). It does not currently support live API integrations, ensuring you have full control over the specific data snapshots being analyzed.

    Unlike standard prompts, this skill includes a built-in metric validation layer that flags inconsistencies and requires direct evidence links for every claim, preventing the common AI issue of 'hallucinating' numbers.

    This skill is optimized for LLMs that support large context windows and file attachments, making it compatible with most industry-leading AI agents used for data processing and document analysis.

    By uploading your Statement of Work (SOW) alongside your progress notes, the skill automatically categorizes tasks as 'In-Scope' or 'Out-of-Scope,' helping you identify and bill for over-servicing.

    You will receive the structured skill logic, a setup guide for your preferred AI agent, and a template for organizing your data exports to get the most accurate reporting results.

    New in Research & Analysis