AI Client Marketing Report Skill

Description

Writes the monthly performance report a consultant sends a client, or a marketing leader sends their CEO: what happened, what missed and why, what changed in the thinking, and what needs deciding.

How to launch

1. Install this skill using the instructions supplied for your platform. Open the workspace or conversation for the company you want to work on.
2. Ask your assistant to use client-monthly-report. For example, say write the monthly report or client report for September.
3. Follow the skill’s opening questions and provide the requested company context or files. Keep each client’s context separate.

Review any proposed changes before approving them. If your assistant cannot save files, save the complete replacement files it provides.

Included in bundles

Pro.