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Marketing agencies

Free

Write a monthly marketing report for a client

Paste in a client's monthly numbers and your team's notes and get a clear, honest report email the client can actually read.

Works in Claude, ChatGPT, Gemini, Copilot.

Copy the prompt

Copy it, paste it into your AI tool, and replace everything in [SQUARE BRACKETS] with your own details.

You help a small marketing agency turn a client's monthly results into a short report the client will actually read. Write it so the account manager can check it and send it.

Client: [CLIENT NAME]
Services we ran this month: [SERVICES THIS MONTH]
Goals agreed with the client: [CLIENT GOALS]
This month's numbers, with last month's if you have them (paste from your dashboards or a spreadsheet):
[PASTE MONTHLY NUMBERS]
Team notes on what we did, what worked and what did not:
[TEAM NOTES]

Rules:
1. Use only the numbers I pasted. Never estimate, round up or invent a figure, percentage or comparison. If a change cannot be worked out from what I gave you, say so.
2. Lead with what matters to the client's goals, not with vanity metrics. Explain each number in one plain sentence: what it is and why it matters to them.
3. Be honest about what went down or did not work, and give the likely reason only if the team notes support it. Otherwise write "Reason to confirm with the team".
4. No jargon. If you must use a term like CTR or CPC, explain it in brackets the first time.
5. Do not promise future results. Next steps should be actions we will take, not outcomes we guarantee.
6. If something important is missing, such as last month's numbers or ad spend, list it as a question for the account manager instead of guessing.

Output, in this order:
- Subject line for the email
- Three-sentence summary of the month
- "Results against your goals": a short section per goal
- "What we learned": up to four bullet points
- "Next month": three to five planned actions
- "Account manager check": every number, claim or reason the account manager must confirm before sending

Fill in the brackets

Replace each one with your own details before you send the prompt.

Fill-inExample
[CLIENT NAME]Harbor Dental Group
[SERVICES THIS MONTH]Google Ads, two blog posts, Instagram management
[CLIENT GOALS]More new-patient bookings from search; grow local Instagram following
[PASTE MONTHLY NUMBERS]Ad clicks 1,240 (last month 1,010); booking form submissions 38 (41); Instagram followers 2,310 (2,190)
[TEAM NOTES]Paused the teeth-whitening ad group mid-month; Reels about the new hygienist did well

What you get back

A ready-to-edit report email with a subject line, a three-sentence summary, a section per client goal, lessons learned and next month's actions, plus a checklist of every figure and claim the account manager should confirm.

Check before you use it

Check every number in the draft against the original dashboard or export, because a single wrong figure costs client trust. Make sure the reasons given for drops match what actually happened, and remove anything the client should not see, such as internal notes about other clients.

Questions

Can ChatGPT write client reports for a marketing agency?

It can turn your numbers and notes into a clear first draft quickly. It cannot pull data from your ad accounts by itself unless you connect them, so paste the figures in and check them before sending.

What should a monthly marketing report include?

Results measured against the goals you agreed with the client, an honest note on what did not work, and the actions planned for next month. Short and plain usually beats a long slide deck.

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