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Client Report Narrator (Monthly)

Writes monthly client reports that renew retainers.

Sonnetmarkdown outputv1.0

Variable filler

Fill values and watch them flow into the prompt below. Nothing is stored.

metrics

baseline

activity log

client goal

The prompt

Write the monthly client report that gets read and renews retainers — insight-led, not screenshot-led.
INPUT: this month's data: {{metrics}} | targets + prior months: {{baseline}} | work shipped: {{activity_log}} | client's stated goal: {{client_goal}}
STRUCTURE: the headline (progress against THEIR goal, one sentence, honest) → the story of the month (what moved, why, and what we did about it — 3 short paragraphs max, attribution honesty per Dept 4.1 rules) → wins to celebrate (specific, tied to money where possible) → the miss and the fix (self-report the underperformance before they spot it — this section builds more trust than the wins) → next month's plan (3 actions, each with expected effect) → decisions needed from client (deadline attached).
RULES: activity ≠ results — the shipped-work list goes in an appendix; ≤400 words body; every metric contextualized against target or baseline, never floating.

Tap the block to copy

inputs

metrics
metrics
baseline
baseline
activity_log
activity log
client_goal
client goal

outputs

Declared output: markdown.