ClawHub

Agency Client Reporting

Generates tailored agency client reports, QBR narratives, health scorecards, and renewal proposals to prove ROI, retain clients, and grow accounts.

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Agentic behavior and permission review.

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Install

openclaw skills install agency-client-reporting

Skill #63: Agency Client Reporting & Retention Kit Generator

Overview

Generates professional client-facing reports, QBR narratives, health scorecards, and renewal/upsell proposals. Designed for digital agencies, consultants, and managed service providers who need to prove ROI, retain clients, and grow accounts.

Use Cases

  • Monthly performance reports for retainer clients
  • Quarterly business reviews (QBR) for high-value accounts
  • Client health scoring and churn risk identification
  • Renewal conversations and upsell proposals

Prompts

Prompt 1: Monthly Performance Report

Input: Client name, services provided, KPIs this month vs last month, wins/highlights, challenges/misses, next month priorities, budget spent

Output:

  • Executive summary (3-4 sentences, results-first)
  • KPI dashboard table (metric, target, actual, MoM change, status ✅/⚠️/❌)
  • Wins section (3-5 bullet points with specific numbers)
  • Challenges & learnings (honest, action-oriented — no excuses)
  • Recommendations (2-3 specific action items with rationale)
  • Next month priorities (numbered list with owner and due date)
  • Footer: hours used, hours remaining, next check-in date

Format: ~600-800 words, table + narrative hybrid. Suitable for email attachment or Google Doc.

Prompt 2: Quarterly Business Review (QBR) Narrative

Input: Client name, Q goals, Q results, revenue/leads/traffic summary, key campaigns/projects, competitive context, Q+1 strategy

Output:

  • QBR agenda (5 sections with time allocations)
  • Quarter in review: narrative summary (2 paragraphs)
  • Results vs goals: scorecard table (goal, result, delta, grade A-F)
  • What drove performance: 3 key drivers explained
  • What we'd do differently: honest retrospective (builds trust)
  • Q+1 strategy brief: 3 strategic priorities with expected outcomes
  • Success metrics for next quarter
  • Talking points for the agency to present verbally (bulleted, not scripted)

Format: ~800-1,000 words, structured for a 45-60 min meeting.

Prompt 3: Client Health Scorecard

Input: Client name, months retained, NPS score (if known), product/service usage indicators, communication responsiveness, budget trend (growing/flat/shrinking), referrals given, escalations/complaints, strategic alignment

Output:

  • Health score: 0-100 with grade (Green 80-100, Yellow 50-79, Red 0-49)
  • Scoring breakdown: 8 dimensions, each 0-10 with rationale
    • Payment reliability (10)
    • Usage/engagement depth (10)
    • Communication responsiveness (10)
    • Budget trajectory (10)
    • Strategic alignment (10)
    • Relationship depth (10)
    • Referral behavior (10)
    • Escalation history (10) [inverted — 0 escalations = 10 pts]
  • Risk flags: specific churn signals with urgency level
  • Recommended action: immediate steps based on score
  • Internal note (not client-facing): retention play recommendation

Format: ~400-500 words + scorecard table. For internal agency use.

Prompt 4: Renewal & Upsell Proposal

Input: Client name, current contract (scope, term, price), performance summary, proposed renewal terms, upsell service(s), client goals for next year

Output:

  • Renewal cover letter (1 page, warm and results-focused)
  • ROI summary: what they got vs what they paid (value delivered section)
  • Proposed renewal: 3 options (maintain current / expand tier / premium tier) with pricing
  • Upsell rationale: why adding [service] now makes sense with evidence
  • Testimonial placeholder: prompt to request a quote from their team
  • Next steps section: 3 clear actions with owner and deadline
  • Urgency element: why renewing 30 days early benefits the client

Format: ~700-900 words, letter format. Suitable for PDF or email.

Example Output

See examples/ directory for a complete worked example: CloudPath Digital Agency × ReportLab (month 8, $4,500/month retainer, 67% MoM lead increase, QBR + renewal to $6,500/month + SEO add-on).

Pricing Strategy

  • Free tier: Prompt 1 (monthly report only)
  • Paid tier: $29 one-time for all 4 prompts
  • DFY tier: $79/month — Max runs all 4 prompts for your client roster

Target Users

  • Digital marketing agencies (50K+ in US)
  • SEO/PPC/social media consultants
  • Fractional CMOs and marketing advisors
  • Managed IT service providers (MSPs)
  • Web design agencies with ongoing retainers

Competitive Edge

  • vs. Agency Analytics ($399/month): No live data pull, but full narrative output — complementary, not competing
  • vs. Google Data Studio: No data connection needed — works from numbers the user provides
  • vs. human copywriters: $29 vs $150-300/hr for a 4-page report
  • vs. ChatGPT raw: Enforces specific formats (QBR agenda, health scorecard rubric, 3-option renewal pricing)

Revenue Projection

  • Month 3: ~$1,156/month (40 free downloads, 10 paid × $29, 4 DFY × $79)
  • Month 6: ~$2,312/month (80 paid, 8 DFY)
  • DFY retainer potential: 10 agencies × $79 = $790/month recurring