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Reporting

Friday's client update, drafted from the week itself.

For fractional CMOs and account leads who owe clients a weekly update. Armbrain keeps each client's weekly traffic summary, sent campaigns and the week's decisions in one mind. One prompt drafts the update, and you can ask where every number came from.

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  • Google Analytics 4 (GA4)
  • Mailchimp
  • Klaviyo
  • HubSpot

The grind

Reporting takes longer than the work.

Every Friday you open analytics, the email tool and the CRM, copy numbers into a doc, then scroll back through the week's notes to remember what was decided. Do that for every client, and Friday afternoon is gone.

  • Numbers are copied by hand from four tools, so mistakes creep in.
  • What was decided this week is the hardest part to remember.
  • Every client's update starts from a blank page.

The flow

6 steps · 3 apps

From four tools to one short update

  1. Let the traffic numbers come in

    Connect the client's Google Analytics 4. When each week ends, Armbrain saves one plain-English traffic summary: sessions, users, channel mix, key events and top pages. The connection is read-only.

  2. Add the campaigns

    Connect Mailchimp or Klaviyo, and each sent campaign comes into the client's mind with its results. Ask for the campaign history to see what went out and how it did. Mailchimp results reflect import time. Check late opens in Mailchimp directly.

    briefingcampaign_history

  3. Pull the pipeline

    If the client uses HubSpot, ask for a report on the week's deals and lead sources. The HubSpot connection is read-only.

    relationshipscrm_report

  4. Gather the week

    Your weekly summary shows, for each client, the meetings held, follow-ups sent and still owed, what was newly saved, and open commitments. Switch to the client and ask for anything else that happened.

    briefingweekly_summary

  5. Draft it in the client's voice

    Ask Claude to write the update using the client's saved brand voice: a few headline numbers, what they mean, what was done and what comes next. Ask it to mark any number it could not source.

    mindbrand_voice_get

  6. Check it, then send it yourself

    Check every number against its source before it goes to the client. Edit the draft, paste it into email, or add it to a deck.

The payoff

A weekly update that is quick to check, not slow to build.

You spend Friday checking a draft instead of building one. Clients see key numbers, context, and next steps. You can verify every source.

Prompt · click to copy

Change these first:

CLIENTCOMPANY = Copperleaf Bakery Co.

Armbrain, draft this week's update for CLIENTCOMPANY.

1. Switch to the CLIENTCOMPANY mind.
2. Find the most recent weekly traffic summary from Google Analytics 4 and compare it with the week before.
3. List the email campaigns sent this week and their results.
4. List the decisions made, the work finished, and the commitments still open this week, with owners.
5. Draft a short update in the client's brand voice: three headline numbers, what they mean, what we did, and what happens next week.

Put the source and date next to every number. If a number is missing or a week has no data yet, say so instead of estimating. This is a draft for my review. Do not send it.

Example prompt. The client and people in it are fictional; replace them with your own.

Before you rely on it: A report is only as current as the data behind it. GA4 summaries arrive after each week ends, so a mid-week report shows last week's traffic. Check every number against its source before the update goes to the client.

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