client-report-preplisted
Install: claude install-skill otm-skill-sync/client-report-prep
# Client Report Prep
Transform raw data and metrics into a structured, narrative-driven report that's ready for a client presentation or email. This skill turns numbers into a story.
## When to use
- User pastes raw metrics from any analytics platform
- User asks to "prep the client report," "summarize these metrics," or "build a report from these numbers"
- User needs talking points for an upcoming client call
## Brand config integration
If `~/.claude/brand/brand-config.json` exists, read it for:
- What the client's business does (to contextualize why metrics matter)
- Target audience (to frame results in terms of reaching the right people)
- Key differentiators (to connect marketing results back to business positioning)
If not available, work with the data as-is and keep insights general.
## Input handling
Accept data in any format:
- Pasted tables from GA, HubSpot, social dashboards, ad platforms
- Raw numbers with labels ("Sessions: 12,450, Leads: 87, Conv rate: 0.7%")
- Screenshots described in text
- Spreadsheet exports
- Comparative data (this month vs last month, this quarter vs last quarter)
If the data lacks a comparison period, note this in the output and provide insights based on absolute values and benchmarks where reasonable.
## Report structure
### 1. Executive Summary (3-4 sentences)
High-level performance overview that a busy executive can read in 10 seconds. Lead with the headline: are things trending up, down, or steady? Include the single most i