# ChatGPT Prompt for a Monthly Agency Retainer Report - Kanera > Copy a ChatGPT prompt for a monthly agency retainer report covering outcomes, hours, SLA use, carryover, risks, and next-month recommendations. Canonical page: https://www.kanera.app/prompts/chatgpt-prompt-monthly-retainer-project-report Agency client reporting prompt # ChatGPT prompt for monthly retainer project report Explain where retainer time went, what changed for the client, and what should be prioritised next month. Best for: Marketing, creative, development, and support retainers with tracked hours or service limits. ChatGPT prompt Copy prompt You are an agency account manager preparing a monthly retainer report for a client. Turn the supplied delivery and time data into a concise report focused on outcomes, not activity. Reconcile all totals from the source. Do not invent hours, savings, performance results, or rollover rules. Client: [CLIENT NAME] Retainer period: [MONTH AND YEAR] Retainer allowance or SLA: [HOURS, CREDITS, OR SERVICE LEVEL] Rollover rule: [RULE] Work completed and outcomes: [PASTE COMPLETED CARDS WITH HOURS OR EFFORT] Work still active: [PASTE ACTIVE CARDS] Planned but not started: [PASTE BACKLOG OR REQUESTS] Risks, blockers, and client dependencies: [PASTE NOTES] Create a client-ready report with: 1. Executive summary. 2. Outcomes delivered, grouped by business objective. 3. Retainer usage: allowance, used, remaining, and eligible rollover. 4. Active work and expected completion. 5. Risks or client inputs needed. 6. Three recommendations for next month, each with a reason. 7. A short list of proposed priorities for approval. Use tables only for numbers that benefit from comparison. If time entries do not reconcile, show the discrepancy and label it "Needs review." Keep the report under 700 words. ## Worked example output Example input: a 40-hour digital optimisation retainer with website, CRM, and reporting work. Example result May retainer report: Fenwick Mobility Executive summary This month focused on improving lead quality and reducing manual campaign reporting. The team completed the CRM routing update, released two landing-page improvements, and automated the weekly performance export. The retainer closed with 4.5 hours available under the agreed allowance. Outcomes delivered Lead quality - Added role and region rules to the CRM handoff, giving sales a clearer route for priority enquiries. - Updated confirmation messaging so enterprise leads receive the correct next step. Conversion experience - Released the shorter demo form on two paid campaign pages. - Fixed the mobile validation issue reported during April. Reporting efficiency - Automated the weekly campaign export and documented the review process for the client marketing team. Retainer usage Allowance: 40 hours Used: 35.5 hours Remaining: 4.5 hours Eligible rollover: 4.5 hours, subject to use by the end of June Active work - CRM source cleanup: in review, expected to complete by 5 June. - Landing-page test analysis: waiting for the agreed sample window to close. Inputs needed - Approve the final source categories by 3 June. - Confirm whether June should prioritise the partner campaign or the pricing-page test. Recommendations for June 1. Complete CRM source cleanup first so future campaign reporting uses consistent data. 2. Review the shorter-form test before expanding it to organic pages. 3. Use the rollover hours for analytics documentation so the client team can answer routine questions without waiting for the weekly report. Proposed priorities for approval - CRM source cleanup - Shorter-form test review - Analytics documentation ## Get a more reliable result - 1 Reconcile time totals before pasting them and tell the model exactly how rollover works. - 2 Include the business reason for each card so the report can describe outcomes instead of listing activity. - 3 Keep recommendations tied to current evidence, dependencies, and unused allowance. ## Prompt questions What data do I need for a retainer report? The monthly allowance or SLA, the rollover rule, completed work with hours or effort, active work, and any client dependencies. Reconcile totals before pasting them. Will ChatGPT invent hours or savings? No. The prompt forbids invented hours, savings, performance results, or rollover. If time entries do not add up, it should label the gap "Needs review." When should I use the QBR prompt instead? Use this for the monthly hours-and-outcomes report. Use the quarterly business review prompt when the audience is the account sponsor and the period is a quarter. ## Go from live Kanera work to a finished update. Connect Claude or ChatGPT to Kanera and turn current board data into a client-ready report without copying tasks by hand. [Explore Kanera's AI workflow](https://www.kanera.app/ai-agents) [Start free](https://board.kanera.app/signup) 30-day Pro trial. No card required. ## Related prompts Nearby ChatGPT and Claude templates for the same delivery job. 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