← ClaudeAtlas

client-report-preplisted

Takes raw metrics pasted from GA, HubSpot, social platforms, ad dashboards, or spreadsheets and structures them into a client-ready report narrative with executive summary, wins, concerns, and recommended next steps. Use when the user says "prep the client report," "summarize these metrics," "build a report from," or "format these numbers for the client."
otm-skill-sync/client-report-prep · ★ 0 · Data & Documents · score 60
Install: claude install-skill otm-skill-sync/client-report-prep
# Client Report Prep Transform raw data and metrics into a structured, narrative-driven report that's ready for a client presentation or email. This skill turns numbers into a story. ## When to use - User pastes raw metrics from any analytics platform - User asks to "prep the client report," "summarize these metrics," or "build a report from these numbers" - User needs talking points for an upcoming client call ## Brand config integration If `~/.claude/brand/brand-config.json` exists, read it for: - What the client's business does (to contextualize why metrics matter) - Target audience (to frame results in terms of reaching the right people) - Key differentiators (to connect marketing results back to business positioning) If not available, work with the data as-is and keep insights general. ## Input handling Accept data in any format: - Pasted tables from GA, HubSpot, social dashboards, ad platforms - Raw numbers with labels ("Sessions: 12,450, Leads: 87, Conv rate: 0.7%") - Screenshots described in text - Spreadsheet exports - Comparative data (this month vs last month, this quarter vs last quarter) If the data lacks a comparison period, note this in the output and provide insights based on absolute values and benchmarks where reasonable. ## Report structure ### 1. Executive Summary (3-4 sentences) High-level performance overview that a busy executive can read in 10 seconds. Lead with the headline: are things trending up, down, or steady? Include the single most i