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.

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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.

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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.

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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.

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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