MARKETING AGENCIES · AG-03
Monthly Client Report Writer
Turn your KPI table into a clear account of what changed and what needs investigation.
Paid release in preparation. No purchase is available yet. Prices exclude applicable taxes.
What this agency workflow is designed to do.
Draft a client report grounded in supplied metrics, definitions, and campaign context.
Use the input and output contract above to assess whether it matches the decision you need to make. The examples below show the intended structure, with source information and human review kept visible.
Read the guide: Write a monthly client report from supplied KPIsSEE THE SHAPE OF THE WORK
From supplied facts to a useful draft.
Example input
Fictional Cedar Desk KPI table, same 30-day window length. August: spend $2,000; leads 40. September: spend $2,400; leads 48. Lead definition unchanged. CRM quality review incomplete. September context: two new ad variants launched. No experiment control group.
Illustrative output
Monthly report draft Spend rose by $400 (+20%); leads rose by 8 (+20%). Cost per lead remained $50 in both periods. The supplied table shows volume growth, not improved acquisition efficiency. We cannot attribute the change to the new variants without further evidence. Next action: finish the CRM quality review before judging lead quality or revenue impact.
Fictional, hand-authored reference example. This is not a customer result or an evaluated AI run. No accuracy or time-saving results have been established.
Inside the planned package.
The workflow
A SKILL.md instruction file, a quickstart, and installation guidance.
The working materials
Input and output templates, example documents, and a review checklist.
The boundaries
Evaluation cases, version history, license, and data-handling notes.
Before you get started.
Environment & installation
Claude Code is a candidate for the first pilot, not a verified supported host. Host choice, account requirements, and installation must be validated with pilot users. AI tool costs are separate from the proposed product price.
Read the installation previewRelease evidence
Prototype v0.1.0 · Last edited September 5, 2026. Authoring: LibSkills prototype project. Independent industry reviewer: not yet assigned. Host test date and result: none. See the required quality gate.
Limitations & review points
- Proposed paid product; no paid package is available yet.
- No automatic analytics connection; supplied tables may be incomplete or wrong.
- Correlation is not attributed as causation. Missing denominators stay unresolved.
Proposed paid terms
12 months of updates and 30 days of setup support. Client deliverable use allowed; redistribution of paid source excluded. License proposal · Refund proposal.
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