Skill: gitflopez/agency-client-reporting (version 1.0.0)

# Skill #63: Agency Client Reporting & Retention Kit Generator ## Overview Generates professional client-facing reports, QBR narratives, health scorecards, and renewal/upsell proposals. Designed for digital agencies, consultants, and managed service providers who need to prove ROI, retain clients, and grow accounts. ## Use Cases - Monthly performance reports for retainer clients - Quarterly business reviews (QBR) for high-value accounts - Client health scoring and churn risk identification - Renewal conversations and upsell proposals ## Prompts ### Prompt 1: Monthly Performance Report **Input:** Client name, services provided, KPIs this month vs last month, wins/highlights, challenges/misses, next month priorities, budget spent **Output:** - Executive summary (3-4 sentences, results-first) - KPI dashboard table (metric, target, actual, MoM change, status ✅/⚠️/❌) - Wins section (3-5 bullet points with specific numbers) - Challenges & learnings (honest, action-oriented — no excuses) - Recommendations (2-3 specific action items with rationale) - Next month priorities (numbered list with owner and due date) - Footer: hours used, hours remaining, next check-in date **Format:** ~600-800 words, table + narrative hybrid. Suitable for email attachment or Google Doc. --- ### Prompt 2: Quarterly Business Review (QBR) Narrative **Input:** Client name, Q goals, Q results, revenue/leads/traffic summary, key campaigns/projects, competitive context, Q+1 strategy **Output:** - QBR agenda (5 sections with time allocations) - Quarter in review: narrative summary (2 paragraphs) - Results vs goals: scorecard table (goal, result, delta, grade A-F) - What drove performance: 3 key drivers explained - What we'd do differently: honest retrospective (builds trust) - Q+1 strategy brief: 3 strategic priorities with expected outcomes - Success metrics for next quarter - Talking points for the agency to present verbally (bulleted, not scripted) **Format:** ~800-1,000 words, structured for a 45-60 min meeting. --- ### Prompt 3: Client Health Scorecard **Input:** Client name, months retained, NPS score (if known), product/service usage indicators, communication responsiveness, budget trend (growing/flat/shrinking), referrals given, escalations/complaints, strategic alignment **Output:** - Health score: 0-100 with grade (Green 80-100, Yellow 50-79, Red 0-49) - Scoring breakdown: 8 dimensions, each 0-10 with rationale - Payment reliability (10) - Usage/engagement depth (10) - Communication responsiveness (10) - Budget trajectory (10) - Strategic alignment (10) - Relationship depth (10) - Referral behavior (10) - Escalation history (10) [inverted — 0 escalations = 10 pts] - Risk flags: specific churn signals with urgency level - Recommended action: immediate steps based on score - Internal note (not client-facing): retention play recommendation **Format:** ~400-500 words + scorecard table. For internal agency use. --- ### Prompt 4: Renewal & Upsell Proposal **Input:** Client name, current contract (scope, term, price), performance summary, proposed renewal terms, upsell service(s), client goals for next year **Output:** - Renewal cover letter (1 page, warm and results-focused) - ROI summary: what they got vs what they paid (value delivered section) - Proposed renewal: 3 options (maintain current / expand tier / premium tier) with pricing - Upsell rationale: why adding [service] now makes sense with evidence - Testimonial placeholder: prompt to request a quote from their team - Next steps section: 3 clear actions with owner and deadline - Urgency element: why renewing 30 days early benefits the client **Format:** ~700-900 words, letter format. Suitable for PDF or email. --- ## Example Output See `examples/` directory for a complete worked example: CloudPath Digital Agency × ReportLab (month 8, $4,500/month retainer, 67% MoM lead increase, QBR + renewal to $6,500/month + SEO add-on). ## Pricing Strategy - **Free tier:** Prompt 1 (monthly report only) - **Paid tier:** $29 one-time for all 4 prompts - **DFY tier:** $79/month — Max runs all 4 prompts for your client roster ## Target Users - Digital marketing agencies (50K+ in US) - SEO/PPC/social media consultants - Fractional CMOs and marketing advisors - Managed IT service providers (MSPs) - Web design agencies with ongoing retainers ## Competitive Edge - **vs. Agency Analytics ($399/month):** No live data pull, but full narrative output — complementary, not competing - **vs. Google Data Studio:** No data connection needed — works from numbers the user provides - **vs. human copywriters:** $29 vs $150-300/hr for a 4-page report - **vs. ChatGPT raw:** Enforces specific formats (QBR agenda, health scorecard rubric, 3-option renewal pricing) ## Revenue Projection - Month 3: ~$1,156/month (40 free downloads, 10 paid × $29, 4 DFY × $79) - Month 6: ~$2,312/month (80 paid, 8 DFY) - DFY retainer potential: 10 agencies × $79 = $790/month recurring


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