Agency client reporting prompt

ChatGPT 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.

Best for: Friday client emails, account-lead updates, and multi-workstream retainers.

ChatGPT prompt
You are an agency project manager preparing a weekly client status report.

Use only the source data below. Summarize outcomes rather than repeating every task, and do not invent progress, dates, owners, or metrics.

Client: [CLIENT NAME]
Project or account: [PROJECT NAME]
Reporting period: [DATE RANGE]
Audience: [NAMES OR ROLES]
Overall status rule: [HOW TO LABEL GREEN, AMBER, OR RED]
Raw updates from the project board:
[PASTE COMPLETED, ACTIVE, BLOCKED, AND UPCOMING WORK]

Write an email-ready report with:
1. Subject line.
2. Overall status with a one-sentence explanation.
3. This week's outcomes, grouped by workstream.
4. Current risks or blockers, including impact and mitigation.
5. Decisions or inputs needed from the client, with dates when supplied.
6. Priorities for next week.
7. A closing line that invites corrections.

Keep the report under 450 words. Use clear bullets, confident but neutral language, and no project-management jargon. If the source data conflicts, flag the conflict as "Needs confirmation."

Worked example output

Example input: one week of campaign launch, landing page, and paid media board updates.

Example result
Subject: Alder Row spring campaign status | Week ending 14 March

Hi team,

Overall status: Amber
Creative production is on track, but the paid media launch may move if final audience approval is not received by Tuesday.

This week's outcomes
Campaign creative
- Approved the final concept and completed copy revisions for all launch formats.
- Delivered first-round motion assets for client review.

Landing page
- Completed the responsive build and connected the lead form to the CRM test environment.
- Resolved the mobile image-loading issue found during QA.

Risks and blockers
- Paid audience approval is outstanding. This could reduce the time available for platform review before launch. We have prepared the campaigns in draft so submission can happen as soon as approval arrives.
- Final legal wording for the lead form is still to confirm. The page can continue through QA, but it cannot be published without that wording.

Client inputs needed
- Approve the paid audience by Tuesday.
- Return final lead-form wording by Wednesday.
- Confirm whether the motion cutdowns should include subtitles by default.

Next week's priorities
- Complete landing-page QA and production release checks.
- Submit paid campaigns for platform review.
- Deliver final motion cutdowns after feedback.

Please reply with any corrections or changed priorities, and we will update the delivery plan.

Best,
Priya

Get a more reliable result

  1. Include completed work as outcomes, not just card titles such as "homepage" or "campaign setup."

  2. Define your traffic-light rule before asking for a status so the model does not make up its own threshold.

  3. Paste last week's report when continuity matters, but tell the model that the current board is the source of truth.

Prompt questions

What belongs in a weekly agency status report?

Outcomes from the week, current risks, client decisions needed, and next-week priorities. The prompt keeps the email under 450 words so it can be sent as-is.

Should I use this or the Claude weekly status prompt?

Use this ChatGPT prompt when you are pasting notes or a board export into a client email. Use the Claude prompt when Claude is connected to Kanera and the audience is internal leaders.

How do I stop ChatGPT inventing a green, amber, or red status?

Give it your traffic-light rule in the prompt. If the source notes conflict, it should flag the conflict as "Needs confirmation."

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.

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