Agency Blueprints

Agency AI Client Report Generator

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David Tainsh
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Agency AI Client Report Generator
Course details
Lectures : 4
Level : Beginner
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Free course · For new and growing agencies

By the end you have a report they read — and reply to.

Six prompts that take last month’s raw exports exactly as they come off the platforms and turn them into a two-page report in your client’s language, the note it arrives with, and an internal note that never leaves your desk.

  • Their number, firstThe figure their business actually runs on, in the first two lines. Not your activity.
  • Declines explained, not buriedDown months in the same plain voice as good ones, which is what makes either believable.
  • A reply, not a filingOne ask every month, and a covering note written to be read on a phone.

4 lessons · 33 minutes · 6 prompts · live demo — Free · lifetime access

Who this is for

New and growing agencies who want clients to stay.

You do not need clients yet. If you are starting out, you build your monthly report on the course’s demo month before your first retainer begins, so the first report a client ever gets from you is one they read. If you already have clients, the question is whether the monthly document that represents your work is doing you any good.

  • 01
    Starting out, before your first retainer

    Set up the report you will send from month one, so keeping clients is designed in from the first one rather than patched in later.

  • 02
    SMMA owners on retainer

    Monthly reports written on the last afternoon of the month, from whatever the platforms exported, in the language those platforms happen to use.

  • 03
    Marketing and digital agencies

    Several clients, several report formats, and no consistent way of handling a month where the numbers went the wrong way.

  • 04
    AI and automation agencies

    Delivering something the client cannot see working. The report is the entire proof, which makes it the entire retention strategy.

  • 05
    Freelancers with two or three retainers

    Where losing one is a third of your income, and the report is the only thing standing between you and a renewal conversation with no history.

  • 06
    Anyone who has lost a client who seemed happy

    They usually were happy. They just could not see what they were paying for, and nothing you sent them each month made it visible.

You do not need a reporting tool, a dashboard subscription, a data analyst or tidy exports. You need last month’s numbers exactly as they came out.

What you walk away with

Eight things, from one messy export.

All of it on a real month of your own, or the demo month if you are not reporting yet. The measure of this course is whether your next report gets a reply instead of a filing — and whether you could hand it to a client in a bad month without flinching.

  • One labelled record from exports you did not have to tidy first
  • The contradictions and tracking gaps named rather than quietly reconciled
  • Every movement sorted into what you caused, what you did not, and what is unexplained
  • A verdict on whether a report is even the right instrument this month
  • Three sentences to say on the phone in the months when it is not
  • A two-page report leading with their number, in their language
  • A covering note under 120 words, written to be read on a phone
  • An internal note on the upsell, the ceiling and the churn risk — never sent

Renewal is not decided at renewal. It is decided across eleven ordinary months of documents nobody thought were high stakes.

Why the report gets filed

Four things that lose the renewal.

None of them are about the quality of the work. They are about a document written in under an hour, at the end of a long month, for a reader nobody pictured properly.

  • ×
    It leads with activity

    What you did, in platform language, with the result somewhere on page two. The client cannot tell whether any of it worked, so the fee starts looking like a subscription to effort.

  • ×
    It buries the bad month

    The difficult number absent, or softened until the word “down” never appears. Clients notice absences far more reliably than they notice figures.

  • ×
    It claims every rise

    Including the seasonal ones. Which means you own every fall by implication, and the month you need the seasonal explanation, nobody believes it.

  • ×
    It asks for nothing

    Eleven complete, polished, self-contained documents that require no reply. Engagement drops to zero and you discover how they felt at renewal.

Each one feels like professionalism at the time. That is precisely why they survive for years without anybody naming them.

The trap

Accurate and useless are not opposites.

A platform-generated report can be correct in every figure and still describe a month the client did not experience. In the worked example, sessions and clicks both rose — and the number the owner actually pays for fell for the second month running.

What the platforms say

  • Sessions up sixteen per cent
  • Clicks up eighteen per cent
  • Cost per lead up — needs optimisation
  • Reads as a top-of-funnel problem
  • Every number here is accurate

What the business says

  • Trials booked up thirty per cent
  • Trials attended up five per cent
  • Memberships down
  • Two classes cancelled, a competitor opened nearby
  • This is the month she actually had

The through-line

AI writes the report. The honesty has to be yours.

The prompts can sort, explain, draft and flag. What they cannot do is know which weeks you actually worked on the account — and every way a generated report goes wrong goes wrong on the wrong side of that line.

  • 1
    You paste it raw and tell it the truth

    Including the fortnight where the honest answer is “not much, they were waiting on us”. A chain that thinks you were active all month will credit your work for movements it did not cause.

  • 2
    The prompts sort and separate

    Caused, not caused, cannot explain. Once a movement is in the second column it stays there, which removes the temptation to reclassify it quietly while drafting.

  • 3
    Nothing gets estimated

    If you have not supplied an average order value, the prompt asks for it rather than inventing one. An invented figure contaminates every conclusion after it.

If the report comes back as cheerful good news, check it against the analysis. Something has usually been left out, and it is usually the thing the client will ask about.

The framework

Six things a monthly report has to do.

Hold last month’s report against these. Most fail on three, four and six — the money translation, the honest unknowns, and the ask.

  • 1
    Leads with the result

    The number that matters to them, in the first two lines, with the comparison. If you are not sure which number, they have almost certainly told you already.

  • 2
    Explains the movement

    Why it went up and why it went down, in the same plain voice. A report that only explains good months is one nobody believes in a bad one.

  • 3
    Translates into money

    Their revenue, bookings or hours. Nobody renews a retainer because the cost per click improved.

  • 4
    Names what is unknown

    Tracking gaps, broken events, questions the data cannot answer this month. The gap you hide is the one they find.

  • 5
    Commits to next month

    Two or three specific things with dates, so next month’s report can open by saying whether you did them.

  • 6
    Asks for one thing

    Access, an approval, a figure. Exactly one, every month. It is what turns a document into a conversation.

Number two is the one that pays. Say when a good month was not your doing and you buy the right to be believed when a bad one was not either.

What’s included

Every lesson comes with the prompts that build it.

The classes are short. The work happens in the prompt pack — a numbered SOP, the six prompts in order, and a note on what a good output actually looks like so you can tell when to run one again.

  • SOP
    A step table in the pack

    Seven numbered steps. Three work out what happened, four are what you send. Work down it and the report writes itself.

  • AI
    Copy-paste prompts, in plain English

    No codes and no variables to install. Square brackets mark the few things only you can supply.

  • QA
    What good looks like

    A concrete standard for every prompt — including how to tell when the analysis has quietly become a sales document.

  • DEMO
    A real month, exports and all

    November at a Clapham gym. Mismatched date ranges, a missing metric and an event that was never configured. Untidy on purpose.

How the course runs

Three short lessons, then the whole chain run live.

Thirty-three minutes of lessons, then about an hour for your first report and roughly twenty minutes a client after that — time most agencies already spend, just on a document that does not do this.

Lesson one
Why reports lose retainers

The six things a report has to do, why claiming a rise costs you the right to explain a fall, and where retainers are actually lost. Nine minutes.

Lesson two
Sort the data, find the story

Prompts 01 and 02. One labelled record from untidied exports, and every movement sorted by who caused it. Nine minutes.

Lesson three
Write it and send it

Prompts 03 to 06. The call-first check, the five-section report, the covering note and the internal note. Eleven minutes.

Live demo
All six prompts, end to end

A real November, including the verdict not to send and the rise the chain refuses to take credit for. Four minutes.

This month
Run it on a real client

Paste the exports without tidying them. The first one takes an hour; the second takes twenty minutes.

The live demo

Including the month it says not to send.

A real November at a Clapham gym, eleven months into a retainer. The ad numbers describe one problem, the booking system describes another, and the chain arrives at a verdict most reporting tools cannot reach: pick up the phone before you send anything.

Ours to own

Cost per lead up 41%

  • On essentially flat spend
  • Two weeks nobody touched the account
  • The report says so plainly

Not ours to claim

A rise we refused

  • Sessions up sixteen per cent
  • A competitor opened four hundred metres away
  • Claiming it would cost us the next bad month

The verdict

Call first

  • Her one metric has fallen twice
  • She has not been told
  • A PDF is the wrong way to find out

Is it for you

Agency owners who will report a bad month properly.

A good fit

  • You report to clients monthly, or want your reporting ready before your first one
  • You will paste the exports without tidying them first
  • You will tell the chain honestly which weeks you did nothing
  • You will name a decline in the first section rather than the fourth
  • You will make the phone call in the months that warrant one

Not a fit

  • You want an automated dashboard rather than a written report
  • You want a template that makes every month look like a good one
  • You would rather the difficult number simply did not appear
  • You want reporting to take five minutes rather than to be read

What it costs

Nothing, and nothing attached to it.

Free

No card. Lifetime access, including anything added later.

4 lessons · 33 minutes · 6 prompts · prompt pack · demo month

No upsell inside the lessons. There is a paid course this leads to, and it is mentioned once, at the end, after you already have a report worth sending.

Quick answers

The questions people ask before starting.

Do I need a reporting tool?

No, and that is deliberate. Dashboards show clients numbers; this produces a written explanation of what those numbers mean for their business, which is a different job and the one that gets renewed.

Which platforms does it work with?

Any of them. The prompts take whatever you can export as text — ad platform, analytics, and whatever their own booking or sales system gives you. The third of those usually matters most and is the one agencies leave out.

Which AI does this use?

Claude. The prompts are plain English with square brackets marking the few things only you can supply. Nothing to install, no account to connect, no dashboard to configure first.

Should I really report a bad month plainly?

Yes, and the course is built around doing it well rather than doing it bluntly. A decline explained in the same voice as a rise is what makes both believable — and clients notice an absent metric far more reliably than a disappointing one.

What is the internal note for?

You. It flags an upsell, a ceiling you are approaching, or a client at risk of leaving, and it never appears in the report. It also tells you when the right answer is to wait, because bad news and a commercial ask must not travel together.

How long does a report take once I know the process?

The first one takes about an hour, mostly because you are gathering exports you had not collected before. After that, roughly twenty minutes a client — less than most agencies currently spend producing something nobody reads.

I have no clients yet. Is this useful?

Yes. Build your report on the demo month now, so it is ready before your first retainer starts. Pair it with the free Cold Outreach Engine or the Client Audit Generator to win that first client — and your first report will be one they read.

What exactly do I get?

Four lessons — three teaching lessons across 45 slides plus a live demo of the full chain — six plain-English prompts, the prompt pack and SOP in PDF and Word, a real demo month with untidied exports, and lifetime access including anything added later.

Stop reporting what you did. Report what changed.

Last month’s exports, pasted messy — and a two-page document your client reads on a phone, replies to, and remembers at renewal.

A Digital Plan · adigitalplan.com

Agency AI Client Report Generator
Is it really free?
Yes. No card is needed and you get lifetime access, including anything added later. A paid course is mentioned once, at the end, after you already have a report worth sending.
I'm just starting out with no clients. Is this for me?
Yes. Build your monthly report on the course's demo month, which comes with real untidied exports, so it is ready before your first retainer starts. Pair it with the free Cold Outreach Engine or Client Audit Generator to win that first client, and your first report will be one they read.
What does the finished report look like?
Two pages, leading with the number their business runs on in the first two lines, in their language rather than platform jargon. It comes with a covering note under 120 words, written to be read on a phone.
Do I need a reporting tool or tidy data?
No. You paste last month's exports exactly as they come off the platforms, from ad platforms, analytics and their own booking or sales system. No dashboard subscription or data analyst is needed.
Which AI does it use?
Claude. The prompts are plain English with square brackets for the few things only you can supply, and there is nothing to install or connect.
How long does a report take?
The lessons total 33 minutes. Your first report takes about an hour, mostly gathering exports, and after that roughly twenty minutes a client.
What is the internal note for?
It is for you, not the client. It flags an upsell, a ceiling you are approaching or a client at risk of leaving, and tells you when to wait rather than make a commercial ask.
What if it was a bad month?
The course is built around reporting it plainly, in the same voice as a good month. One prompt also checks whether a report is the right instrument at all, or whether you should call first.