Agency client reporting prompt

ChatGPT prompt for quarterly business review

Build a sponsor-ready quarterly review from delivery notes, without turning the quarter into a task dump.

Best for: Retainer QBRs, account reviews, and steering meetings with marketing or operations sponsors.

ChatGPT prompt
You are an agency account lead preparing a quarterly business review.

Use only the notes below. Do not invent metrics, savings, or wins.

Client: [CLIENT NAME]
Quarter: [Q AND YEAR]
Audience: [SPONSOR OR STEERING GROUP]
Quarter goals: [GOALS]
Outcomes and evidence: [NOTES]
Hours or retainer use, if relevant: [FIGURES OR "NOT SUPPLIED"]
Risks and unresolved issues: [NOTES]
Client feedback: [NOTES OR "NONE"]
Ideas for next quarter: [NOTES]

Create a QBR brief with:
1. A two-sentence executive summary.
2. Outcomes against each goal.
3. What changed in the account during the quarter.
4. Risks or unresolved issues.
5. Three recommended priorities for next quarter, each with a reason.
6. Decisions needed in the meeting.
7. A one-page slide outline.

Keep the brief under 650 words. Lead with outcomes, not activity. Mark missing evidence as "To confirm."

Worked example output

Example input: a 40-hour monthly optimisation retainer whose quarter goal was lead quality, not traffic.

Example result
Q2 QBR: Fenwick Mobility

Executive summary
Lead quality improved where CRM routing and the shorter form shipped. Traffic was not a Q2 goal, and paid volume should stay out of this review until the client supplies those figures.

Outcomes against goals
- Lead quality: Role and region routing is live, and sales now receive a clearer handoff. Conversion rate is to confirm.
- Reporting effort: Weekly export is automated. The client team can review campaign performance without waiting for a manual deck.
- Site conversion: Shorter form is live on two paid pages. Expansion to organic pages is still open.

What changed
Support tickets about form errors fell after the mobile validation fix. Source categories in the CRM are still inconsistent, so campaign reporting remains noisy.

Risks
- CRM source cleanup has no confirmed owner on the client side.
- Q3 paid plans are unknown, so landing-page testing may target the wrong journeys.

Recommended Q3 priorities
1. Finish CRM source cleanup so reporting matches the live campaigns.
2. Review the shorter-form test before rolling it out more widely.
3. Agree Q3 campaign journeys before briefing new landing pages.

Decisions needed
- Approve Q3 priorities.
- Name a client owner for CRM source categories.
- Confirm whether partner campaigns or pricing tests come first.

Slide outline
1. Q2 in two sentences
2. Outcomes vs goals
3. Risks
4. Q3 recommendation
5. Decision page

Get a more reliable result

  1. Paste quarterly goals before the activity notes so the review can judge outcomes.

  2. Leave traffic or revenue out unless you supplied the figures.

  3. Keep next-quarter ideas tied to evidence from this quarter.

Prompt questions

What belongs in an agency QBR?

Outcomes against the quarter’s goals, what changed, risks, and three recommended priorities. It is not a stack of monthly task lists.

Can ChatGPT invent performance metrics?

No. Only include numbers you pasted. Missing results should be labelled "To confirm" rather than estimated.

How is this different from the monthly retainer report?

The monthly report reconciles hours and short-term work. The QBR is for sponsors and looks at the quarter’s outcomes and next bets.

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
Start free

30-day Pro trial. No card required.