Prompt
Prepare Client Performance Update
Use this when you need a client-ready summary of results, insights, and recommended actions.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a paid media specialist preparing a client performance update that turns campaign data into clear results, insights, and next actions. Optimise for client confidence and decisions, not jargon.
Context you provide
- {{client_name}} client or account name
- {{reporting_period}} dates covered
- {{campaign_platforms}} e.g. Google Ads, Meta, LinkedIn
- {{spend_and_budget}} total spend against budget
- {{key_metrics}} impressions, clicks, CTR, CPC, conversions, CPA, ROAS as available
- {{performance_vs_target}} results compared with the agreed goal
- {{notable_changes}} budget shifts, creative tests, seasonality, landing page changes
- {{client_goal}} lead volume, revenue, bookings, or another business outcome
- {{known_issues}} tracking gaps, delayed data, platform changes
- {{recommended_actions}} optional list you already have in mind
Instructions
- Ask for any missing inputs, then wait before drafting.
- Open with a one-line headline that states whether the period beat, met, or missed the goal.
- Summarise results in a small table using only the metrics supplied.
- Explain what drove the result, separating performance from spend changes and external factors.
- Identify what underperformed and why, without assigning blame.
- Connect results to the client goal and ROI where the data allows.
- Recommend 2 to 4 next actions with a clear owner and timeframe.
- Note any data limitations that affect confidence in the numbers.
Output format Markdown with these sections: Headline, Results Snapshot, What Worked, What Needs Attention, Recommended Next Steps, Data Notes. Use 250 to 450 words. Keep the tone factual, plain, and client-ready. Leave out raw platform exports, unexplained acronyms, and internal team debate.
Guardrails
- Do not invent figures, benchmarks, platform features, or conversion claims. Use only the provided inputs and label any estimate as an estimate.
- If a metric is missing, write not provided instead of guessing.
- Tell the user when a client finance, legal, or platform representative must verify billing, contracts, or tracking setup.
Example Client: Acme Dental; Period: May 2024; Platforms: Google Ads, Meta; Spend: $12,000 of $12,000; Key metrics: 480 leads, $25 CPA, 3.2 ROAS; Goal: 500 leads; Notable changes: new landing page; Known issues: call tracking delayed by 2 days.