client-report

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Generate a white-labeled client report in agency voice — weekly pulse, monthly review, or QBR — with a KPI scorecard vs targets and comparison period, channel breakdowns, top wins with attribution, root-cause analysis of misses, 3-5 strategic recommendations, and budget efficiency. Requires explicit approval before any external send; only then can it deliver via connected Slack, email, or Google Sheets MCPs and log the delivery. Triggers on "/digital-marketing-pro:client-report", "prepare the monthly report for the client", "build the QBR for this account", "send the weekly performance pulse", "white-labeled performance report". Reads the brand profile and pulls data via campaign-tracker.py, execution-tracker.py, and connected platform MCPs; formats via report-generator.py.

AI & Automation 835 stars 137 forks Updated 2 weeks ago MIT

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Skill Content

# /digital-marketing-pro:client-report ## Purpose Generate a professional, white-labeled client report for a specific brand. Uses agency voice (not brand voice), includes KPI performance, channel breakdowns, strategic recommendations, and next steps. Designed for external client delivery via Slack, email, Google Sheets, or markdown — with approval gating before any external send to prevent accidental disclosure or premature delivery of draft findings. ## Input Required The user must provide (or will be prompted for): - **Brand slug**: The brand this report covers — must match a configured brand in `~/.claude-marketing/brands/` - **Report type**: One of: - Weekly pulse: Quick KPI snapshot with 3-5 key metrics and brief commentary - Monthly review: Full performance analysis with channel breakdowns and recommendations - QBR: Quarterly deep-dive with strategic roadmap and forward plan - **Date range**: Specific start and end dates for the reporting period — defines what data is pulled and analyzed - **Delivery channel**: Where the report should be sent — slack, email, google-sheets, or markdown-only (no external delivery, just generate the artifact) - **Custom sections (optional)**: Any additional sections the client has requested — competitive update, creative performance breakdown, audience insights, attribution deep-dive, or ad-hoc investigation topic - **Comparison period**: What to compare against — prior period, same period last year, plan/target, or all three si...

Details

Author
indranilbanerjee
Repository
indranilbanerjee/digital-marketing-pro
Created
7 months ago
Last Updated
2 weeks ago
Language
Python
License
MIT

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Generate a white-labeled client report in agency voice — weekly pulse, monthly review, or QBR — with a KPI scorecard vs targets and comparison period, channel breakdowns, top wins with attribution, root-cause analysis of misses, 3-5 strategic recommendations, and budget efficiency. Requires explicit approval before any external send; only then can it deliver via connected Slack, email, or Google Sheets MCPs and log the delivery. Triggers on "/digital-marketing-pro:client-report", "prepare the monthly report for the client", "build the QBR for this account", "send the weekly performance pulse", "white-labeled performance report". Reads the brand profile and pulls data via campaign-tracker.py, execution-tracker.py, and connected platform MCPs; formats via report-generator.py.

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