Agency prompts for client reporting.
Copy-paste ChatGPT and Claude prompts for weekly client status, blockers, retainers, kickoffs, change requests, late delivery updates, QBRs, and wrap-ups.
Use ChatGPT when you are pasting notes. Use Claude when it is connected to Kanera and can read the live board.
ChatGPT prompt to summarize project blockers
Turn scattered blocker notes into a calm, client-ready update that explains impact and next actions without assigning blame.
View promptChatGPT prompt for weekly client status report
Convert a week of pasted board updates into a focused status email for client leads. Use the Claude version when the report should be read from live Kanera boards instead.
View promptChatGPT prompt to explain scope creep to client
Respond to an out-of-scope request with evidence, empathy, and practical choices for cost or delivery timing.
View promptChatGPT prompt for client meeting notes summary
Turn a transcript or rough notes into an accurate client recap with decisions, owners, and due dates.
View promptChatGPT prompt for monthly retainer project report
Explain where retainer time went, what changed for the client, and what should be prioritised next month.
View promptChatGPT prompt for client kickoff agenda
Turn a signed brief into a kickoff agenda the client can prepare for, then a recap that records decisions from day one.
View promptChatGPT prompt for client change request
Propose extra work as a structured change request the client can approve, defer, or trade against the current plan.
View promptChatGPT prompt to chase client for inputs
Ask for missing client inputs without nagging, while making the effect on delivery obvious.
View promptChatGPT prompt for late delivery client update
Tell a client a date has moved with a calm explanation, a recovery plan, and no invented excuses.
View promptChatGPT prompt for quarterly business review
Build a sponsor-ready quarterly review from delivery notes, without turning the quarter into a task dump.
View promptChatGPT prompt for project wrap-up
Close a project with a client-ready handover, open items, and a factual summary you can reuse internally.
View promptChatGPT prompt for multi-client weekly rollup
Summarise a roster of client accounts into one internal update a delivery lead can read in two minutes.
View promptChatGPT prompt to rewrite update for client
Turn internal notes, Slack fragments, or a board export into a client email the account lead can send.
View prompt
ClaudeClaude prompt for weekly project status report
Have Claude read current board activity, then write a concise internal weekly report for leaders. Use the ChatGPT version when you are pasting notes into a client email instead.
View promptClaude prompt to find project blockers
Ask Claude to search live project work for explicit blockers and quieter warning signs, then rank what needs attention now.
View promptClaude prompt for project risk register
Build or refresh a risk register from current project evidence, while keeping recorded risks separate from Claude’s inferred warning signs.
View promptClaude prompt for sprint planning
Have Claude inspect the current backlog and recent delivery history, then propose a sprint plan that makes constraints and tradeoffs visible.
View promptClaude prompt for stakeholder update
Draft a decision-led stakeholder briefing from current project work. Use the ChatGPT weekly client status prompt when the audience is the day-to-day client lead.
View promptChatGPT prompt for weekly standup update
Turn the last week of your assigned work into a clear standup update without writing a project report.
View promptPrompt questions
Who are these prompts for?
They are written for agency project managers, account managers, and delivery leads who need client-ready updates from project notes or live Kanera boards.
Should I use the ChatGPT or Claude version?
Use the ChatGPT prompts when you are pasting notes, a transcript, or a board export. Use the Claude prompts when Claude is connected to Kanera and can read the live board itself.
Do I need Kanera to use them?
No. Every prompt can be copied into ChatGPT or Claude with your own notes. Connecting Kanera means Claude can pull current cards, owners, dates, and comments instead of relying on a paste.
Are the prompts free?
Yes. The library is free to browse and copy. Kanera itself has a 30-day Pro trial with no card required.
Give Claude the project context automatically.
Connect Claude to Kanera so it can inspect live cards, owners, due dates, comments, and activity before it writes the report or plan.
See how Claude connects to Kanera30-day Pro trial. No card required.