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All skills
Productivity

Produce a client report

A month of numbers, what you did, and what you recommend next.

Fill it in

The export.

The work, in your own words.

Two or three specific things, with the reason.

Your prompt

Produce this month's client report.

What we did: [your what we did]
Lead with the outcome, not the activity. Clients pay for results and read reports
for reassurance, and a report opening with a list of tasks completed reads as a
timesheet.

Explain the numbers that moved, and say when something moved for a reason
that was not you. Claiming credit for a seasonal spike is noticed, and it makes
the genuine wins unbelievable.

Include what did NOT work and what you changed. Reports without a single
setback stop being read.

End with two or three specific recommendations, each tied to a number above.
Use Produce a client reportOpens with everything above already filled in.

Why this works

A report that opens with a list of completed tasks reads as a timesheet. This leads with outcomes, admits when something moved for a reason that was not you, and includes what did not work, because reports without a single setback stop being read.

More productivity skills

  • Document to slides
  • Meeting notes

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Use Produce a client report
Turn this into tasks
  • Weekly review
  • Decision brief
  • Build an investor deck