Tip 26 of 72Habits, team and depth

Show What They Are Paying For

Turn a month of decisions, results and finished work into a report the client can read.

Sooner or later a client asks, "What have we been getting for this?" Usually it comes up right before a renewal. The honest answer is spread across a month of calls, emails and small wins you have half forgotten.

Armbrain can pull it together. Ask for a monthly report and it builds one for a single client: wins, month-over-month numbers and the plan for next month. It draws on what is stored in that client's mind, including:

Decisions made and promises kept, from meetings and email.
Weekly traffic summaries from GA4 (Google Analytics 4), if connected.
Email campaign results from Mailchimp or Klaviyo, if connected.
A revenue total from Stripe, if connected. It reads totals only, not single payments.

The report only knows what is stored. Ask it to list where every number came from, and to leave a section out rather than guess. That is what makes the report safe to put your name on.

The value grows with time. Each month adds more decisions and results to draw on, so later reports have more to show. It is a draft for your review. You decide what reaches the client. See the monthly report use case.

Try it

Armbrain, what did we finish for Lumen Health Clinic last month?
Armbrain, list the decisions we made with Lumen Health Clinic this quarter.
Armbrain, which promises to Lumen Health Clinic did we keep this month?

Prompt of the day

A monthly report with every number sourced

Change these first:

CLIENTCOMPANY = Lumen Health Clinic Armbrain, draft last month's report for CLIENTCOMPANY. 1. Switch to the CLIENTCOMPANY mind. 2. Generate the monthly report for last month: wins, month-over-month numbers, and the plan for next month. 3. Include the month's revenue summary if one is saved, the email campaigns sent and their results, and the weekly website traffic summaries. 4. Write it in the client's brand voice, for the client's leadership, not for marketers. 5. After the report, list every number with where it came from, and list anything you expected to find but could not. Do not invent or estimate numbers. If a section has no data, leave it out and tell me. This is a draft for my review. Do not send or share it.

Why it works: It builds the report from what is stored, lists the source of every number, and says what it could not find instead of filling gaps with guesses.

More prompts in the Prompt Library