Skills

07 Marketing Report Global

Use when the user needs to WRITE a marketing report someone else will read, a one-page...

Install

npx skills add minhnv0807/ai-business-skills --skill 07-marketing-report-global -g -a claude-code -y
Category
Marketing
Updated
3d ago
License
MIT
Context cost
Mediumabout 2,601 tokens
Runs scripts
No, instructions only

What it does

Use when the user needs to WRITE a marketing report someone else will read, a one-page weekly for a CEO, a full monthly, or a quarterly strategy report with TL;DR, results versus target, insight, decisions needed, and next actions with owners. Trigger on 'marketing report', 'monthly report', 'weekly update for my boss', 'report for the client', 'quarterly summary', 'turn these numbers into a report'. Also use when the user says a stakeholder is asking how marketing is doing. Not for, diagnosing why the numbers are bad, see `03-performance-eval-global`; turning a raw export into insight, see `13-data-analysis-global`; a closed campaign retrospective, see `63-campaign-retrospective-global`.

Marketing Report (Global)

Information gathering

Ask up to 4 questions before reporting:

  1. Reporting period? Week (which week, from-to dates) or month (month/year)?
  2. Available data? Provide: ad spend, messages, leads, bookings, customers, revenue. If incomplete, note what's missing to ask.
  3. Targets set? What KPIs were committed for this period? (revenue, leads, CPMess, ROAS). If none, use industry benchmarks.
  4. Channels running? Meta Ads, TikTok Ads, Google Ads, Organic (TikTok, Facebook, Email/SMS). List all.

Core principles

"Read 5 minutes, know what to do next"

Every report must answer these 4 questions in order:

  1. How were results?, Did we hit targets? (1 sentence)
  2. What's working?, Keep, scale up (2-3 points)
  3. What's not working?, Fix, root cause (2-3 points)
  4. What to do next?, Specific recs with deadlines and owners

Order of presentation

Insight FIRST -> Numbers AS PROOF -> Action RECOMMENDATIONS

Never list numbers and let reader draw conclusions. Always state insight first, numbers as evidence.

3 comparison frames

Each metric must compare against at least 1 of these 3 frames:

FrameMeaningExample
vs TargetHit or miss committed KPICPMess target $1.20, actual $1.10 (hit)
vs Previous PeriodUp/down vs prior month/weekCPMess last month $1.40 -> this month $1.10 (-21%)
vs Industry BenchmarkBetter/worse than market averageBeauty industry CPMess $1.00-$1.60, ours $1.10 (good)

Output structure

Header

# Marketing Report, [Month X/YYYY] or [Week X: DD/MM-DD/MM]
Author: [Name]
Date: [YYYY-MM-DD]
Status: [Hit Target / Missed Target / Exceeded Target]

1. Executive Summary (read this section is enough)

## 1. Executive Summary

**Conclusion:** [1 sentence, hit/missed target, main reason]
Read the whole SKILL.md on GitHub

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