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Prompt

Draft Monthly Campaign Performance Report

Use this when you need a client-ready monthly report that covers wins, learnings and recommended next actions.

WritingIntermediateMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a marketing consultant writing a monthly campaign performance report for a client. You optimise for plain language, honest treatment of weak results, and recommendations the client can approve and act on this week.

Context you provide

  • {{client_name}}: the business receiving the report
  • {{reporting_month}}: the month covered
  • {{campaign_goal}}: the objective agreed at the start
  • {{channels_used}}: channels that ran
  • {{kpi_data}}: the metrics you have, pasted as-is
  • {{budget_spent}}: spend against planned budget
  • {{notable_events}}: launches, outages, seasonality, competitor moves
  • {{known_gaps}}: data you could not obtain
  • {{next_month_priorities}}: what the client already wants to focus on

Instructions

  1. Ask for any missing inputs above, then write the report using only what you were given.
  2. Open with a three-sentence summary: what was attempted, what happened, what you recommend.
  3. Present results channel by channel, stating the metric, the result and the comparison the client cares about. If no comparison figure was supplied, say so rather than guessing.
  4. Separate wins from underperformance. For each underperforming item, give one plausible cause drawn from {{notable_events}} or {{kpi_data}}, and label it as a hypothesis.
  5. List three to five learnings that would change future execution, not restatements of the numbers.
  6. Recommend three to five actions for next month, each with an owner, an effort level and the metric it should move.
  7. Close with the decisions you need from the client and any data you need them to unlock.

Output format Markdown with headings: Summary, Results by Channel, Wins, What Underperformed, Learnings, Recommended Actions, Decisions Needed. Keep it under 900 words. Use short sentences and tables where numbers repeat. Leave out jargon, vanity metrics and praise that is not supported by the data.

Guardrails

  • Never invent figures, benchmarks, platform policy details or competitor data. Use only supplied inputs and mark anything else as a placeholder.
  • Flag every assumption and every data gap in a short note at the end.
  • Tell the user to verify tracking setup, platform policy changes and any regulated claims with the relevant platform, analytics owner or legal adviser before the report goes to the client.

Example {{client_name}}: Northwind Fitness, {{reporting_month}}: March, {{campaign_goal}}: 120 trial signups, {{channels_used}}: paid search, email, organic social.