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Turn verified project activity into clear client updates, value reports, risks, decisions, and next steps.
$9.99
Client Report Builder
Example session with this skill installed
Prepare a client progress report from these project notes and approved objectives: [paste verified facts]. Reporting period: [dates]. KPI table and source/definitions: [data or none]. Deliverables completed, open tasks, risks, decisions needed, and next steps: [evidence]. Write an executive summary and client-ready report that separates facts, estimates, and interpretation; ties work to the approved scope; highlights client actions; and does not invent progress, metrics, value, causation, ROI, or approvals. Mark gaps explicitly.
- Read your context and instructions
- Compiled the client report builder
Client progress report — [reporting period]
Executive summary
The supplied notes confirm completion of the approved discovery workshop and delivery of the first wireframe review package. No measured adoption, revenue, conversion, cost savings, or ROI data was provided, so this update makes no quantified business-impact claim. One client decision remains open: approval of the proposed navigation structure.
Progress against approved objectives
| Work item | Evidence and status | Relationship to scope | Next action |
|---|---|---|---|
| Discovery workshop | Completed; meeting notes dated [date] | Supports the agreed requirements phase | Confirm unresolved requirements |
| Wireframe review package | Delivered; link [artifact] | First review deliverable in scope | Client approver to provide feedback |
| Navigation decision | Open; no approval recorded | Dependency for the next design step | Authorized approver to select or request a scoped revision |
Use the source document and actual dates when preparing the final report. Do not mark work complete based only on a plan or draft.
KPI summary
No KPI values or definitions were supplied for this period. Report metrics only after confirming source, period, units, baseline, calculation, and coverage. If an approved objective has no measure yet, state that measurement is unavailable and identify what is needed. Do not infer a lift from anecdotal feedback.
| Metric | Result | Source/period | Caveat |
|---|---|---|---|
| [metric and definition] | [verified value or not provided] | [source and dates] | [sample size, missing data, or limitation] |
Risks and decisions
Client decision needed: confirm the navigation structure or provide consolidated feedback by an agreed date. No due date is assumed here.
Schedule dependency: the next design step depends on that decision; timeline impact is unquantified until the review window is confirmed.
Scope control: any request beyond the approved work should be assessed through the existing change process before it is planned.
Next period
- Record the authorized navigation decision and its source.
- Confirm whether the review is accepted or needs an in-scope revision.
- Update the plan using approved dates and named owners.
- Add KPI results only when their definitions and source data are validated.
Reporting notes
Replace bracketed placeholders with verified details, link evidence where appropriate, and obtain the project owner’s review before delivery. Keep facts, estimates, and recommendations distinct. This example does not claim measured financial value or guaranteed ROI.
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About this skill
Client Report Builder
Transform project activity, deliverable evidence, verified KPIs, risks, decisions, and client needs into clear, credible reports for clients and stakeholders. Create concise executive summaries, milestone updates, account reviews, KPI interpretation, deliverable evidence, decisions required, risks and blockers, next steps, and client-ready recommendations tailored to the audience and agreed objectives.
Connect reported work to the approved scope and explain what was completed, changed, enabled, or remains open. Distinguish measured results from estimates and interpretation. Show metric definitions, data source, reporting period, baselines, sample size, caveats, and missing information. Describe value as supported by evidence; do not turn correlation into causation or imply ROI without defensible inputs.
Never invent activity, completed milestones, metrics, client approvals, revenue, savings, conversions, quality improvements, usage, or project status. The skill is not an accounting system, auditor, analytics platform, certifier, or guarantee of ROI. Flag uncertainty and ask for authorized review before sending consequential reports.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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