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Grok Bot+18 agentsClient Reports That Get Renewed: KPI → Exec Summary
Unlike generic "write a client report" prompts: evidence-only goal vs actual, wins, risks and call questions — never invents KPIs, ROI or lifts.
$4
Client Reports That Get Renewed: KPI → Exec Summary
Example session with this skill installed
Generate a March 2026 client report for Smith & Co Plumbing.
Goals
- Increase qualified leads
- Reduce CPL
KPI inputs (from our exports — use only these):
metric,current,prior
qualified_leads,46,40
cpl_usd,12.40,14.10
spend_usd,570,564
form_starts,120,118
form_completes,46,40
Notes from account manager: Search campaigns scaled; display still weak. No other channels in this export.
- Read your context and instructions
- Compiled the client reports that
Summary
Draft March 2026 report for Smith & Co Plumbing from supplied KPI rows only. Qualified leads and CPL both moved favorably vs prior; display weakness noted qualitatively (no display metrics supplied).
Client report: Smith & Co Plumbing — March 2026
Status: Draft for human review · Cygnix Labs process template
Evidence basis: Buyer-supplied KPI inputs only
1. Executive snapshot
Qualified leads rose from 40 to 46 (+6) while CPL fell from $14.10 to $12.40. Spend was nearly flat ($564 → $570). Form completes matched qualified leads at 46. Display performance is mentioned in notes but not quantified in the export.
2. Goal vs actual
| Goal | Metric | Actual | Baseline | Delta | Status |
|---|---|---|---|---|---|
| Increase qualified leads | qualified_leads | 46 | 40 | +6 | On track |
| Reduce CPL | cpl_usd | 12.40 | 14.10 | -1.70 | On track |
3. Wins (evidence-tied)
- Qualified leads +6 vs prior period
- CPL improved $14.10 → $12.40 at similar spend
4. Risks / watchouts
| Risk | Why (metric) | Severity | Watch / ask |
|---|---|---|---|
| Display underperformance (qualitative) | AM note only — no display KPIs | Medium | Request display metrics next period |
| Form start volume flat | form_starts 120 vs 118 | Low | Confirm if traffic mix changed |
5. Anomaly notes
None flagged beyond the favorable CPL/leads move already shown. No invented thresholds.
6. Recommended next questions for the client call
- Should we reallocate any remaining display budget into search given the CPL improvement?
- Can you share display and branded/non-branded search splits for next month's pack?
- Is 46 qualified leads the internal definition of SQL, or a softer lead stage?
7. Data gaps
- Metrics requested but missing: display impressions/clicks/spend, channel split
- Baselines missing: none for the four numeric rows supplied
Human checklist
- All numbers trace to pasted inputs
- No ROI / rank / traffic guarantees
- Client name and period correct
Cygnix Labs · process template only — not a performance forecast.
Connects securely to your tools. The creator never sees your data.
About this skill
Unlike generic "write a client report" prompts that invent ROI, ROAS or traffic lifts, this skill only uses the KPI table (and optional baselines) you paste. It returns a goal-vs-actual snapshot, evidence-tied wins and risks, anomaly notes only when the numbers support them, and honest questions for the client call. Missing metrics stay Unknown. No dashboard login. No performance guarantees.
Sample output (excerpt — Harborline Tools, March 2026, Generated: 2026-10-16):
| Goal | Metric | Actual | Baseline | Delta | Status |
|---|---|---|---|---|---|
| Pipeline | Qualified demos | 42 | 38 | +10.5% | On track |
| Efficiency | CPL (paid) | $86 | $79 | +8.9% | Watch |
| Retention | Logo churn | 1.2% | Unknown | Unknown | Unknown |
Wins (evidence-tied)
- Qualified demos 42 vs 38 prior month (+4) from buyer-supplied CRM export
- 3 enterprise demos closed-won noted in channel notes (not counted as revenue here)
Risks / watchouts
| Risk | Why (metric) | Severity | Watch / ask |
|---|---|---|---|
| CPL up | $86 vs $79 baseline | Medium | Which campaigns drove the CPL climb? |
Recommended next questions for the client call
- Confirm March baseline for logo churn (missing from paste)
- Approve whether CPL watch becomes a budget reallocation this month
- Which of the 42 demos should appear in the narrative vs appendix
Works in Claude Code, Cursor and Codex · evidence-only reporting · no inventing KPIs/ROI · v1.0, updated Oct 2026 · questions answered via Agensi messages · More Cygnix Labs tools: https://apify.com/cygnix_labs
What you get
Turn buyer-supplied KPI tables, CSV-like notes, or metric bullets into an executive client reporting pack:
- 3–5 sentence period snapshot (evidence-tied only)
- Goal vs actual table with Unknowns when baselines are missing
- Wins and risks grounded in the numbers you pasted
- Anomaly notes only when the supplied data supports them
- 3 client-call questions + data-gap checklist
Honesty
Process template only. No invented lifts, ROAS, traffic ranks, or revenue guarantees. Missing baselines stay Unknown. A human reviews before sending to the client.
Who it's for
Agencies and freelancers packaging weekly/monthly client updates from exports they already have — Cygnix Labs research/reporting adjacent.
Cygnix Labs · info@cygnixlabs.com · https://cygnixlabs.com · https://portfolio.cygnixlabs.com
Pairs well with (Cygnix Labs, on Agensi):
- Keyword Research — Clusters + Intent Brief: find and cluster keywords
- Keyword Gap Analysis: keywords competitors rank for and you don't
- SERP Intent Mapper: match each keyword to the right page type
- Topical Authority Map: pillar, clusters and internal links
- SEO Content Brief (free): writer-ready brief for any keyword
- Content Refresh Audit: fix pages that are losing Google traffic
- Local SEO Keyword Pack / Local SEO Audit: for local businesses
How to use
- 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
Sign in to Agensi
Your agent shows a sign-in link. Sign in and click Allow.
- 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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