Works with the AI tools you already use
Agency Client Report Builder
by PromptWagon
The problem Agency account managers often spend hours wrestling with raw dashboard data and messy notes to create client reports.
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See it in action
You say
Create a monthly report for 'SolarTech' SEO engagement. KPIs: Organic traffic up 12% to 5k sessions, 3 new leads. Completed: 5 blog posts, fixed 404s. Blocker: delayed approval on the Q4 strategy.
Your agent does
SOLARTECH SEO REPORT
Executive Summary
Organic traffic grew 12% this period, reaching 5,000 sessions. While content production remains on track with 5 new posts, the primary risk is a delay in Q4 strategy approval, which may impact next month's momentum.
What you get
About this skill
The problem
Agency account managers often spend hours wrestling with raw dashboard data and messy notes to create client reports. Translating technical KPIs into a professional narrative that demonstrates value without overpromising is a constant friction point.
What it does
- Converts raw metrics and campaign updates into structured monthly client reports.
- Generates executive summaries, performance commentary, and next-month priorities.
- Drafts professional report delivery emails and internal-only account health notes.
- Audits existing reports for jargon, clarity, and missing recommendations.
- Identifies and formats risks, blockers, and required client inputs to maintain accountability.
Why this beats prompting it yourself
This skill enforces a rigorous agency reporting framework that separates factual data from cautious interpretation. It prevents common AI hallucinations regarding performance and uses specific, defensible language to describe attribution and trends.
Use cases
- Generating monthly SEO, social media, or paid media performance narratives.
- Converting messy internal campaign notes into a polished executive summary.
- Auditing a junior team member's report for clarity and professional tone.
- Preparing client-facing action plans and resource request lists.
Known limitations
The skill will not invent or calculate missing metrics. It identifies gaps and uses placeholders requiring manual data entry for accuracy.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Frequently Asked Questions
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