Make the monthly client report

01 / WHAT TO TRY

Start with the right material.

Publisher description excerpt: “Build a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations. Use…” Source ↗

Suggested preparation

• Channel performance exports
• Reporting period
• Client targets and prior-period data

These are Fieldwork’s preparation notes. Follow the source’s full input checklist for the specific task.

The intended handover

A performance summary, evidence for changes, and proposed next actions.

This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.

02 / CHECK THE FIT

Your platform. Your context.

Platforms

Claude

Publisher documents a Claude/Agent Skills setup. Review the complete pack and its current installation instructions.

Australian and worldwide use

Geography-neutral workflow. Set Australian spelling, AUD, dates and business context explicitly; local compliance is not supplied by this label.

Setup type: Connected apps

No named business app was detected in the inspected instructions.

Dependencies

• The source references app or connector access; install/configure the complete plugin and confirm permissions.

Public instructions do not imply free access to Claude, ChatGPT, paid apps, API usage or generation services.

03 / SET IT UP

Keep the complete workflow.

1. In Claude Code, add the publisher’s marketplace:
2. claude plugin marketplace add anthropics/knowledge-work-plugins
3. Install the full plugin so supporting files and connectors stay together:
4. claude plugin install marketing@knowledge-work-plugins
5. Start a fresh session, supply the listed inputs, and use the starter prompt. For Cowork or chat, use Customize → Plugins and follow the current official guide. Connector access depends on your setup; uploaded files can support the selected draft workflow.

Pinned source snapshot; review publisher release and installation notes.

Replace the brackets and supply the required inputs. This prompt is Fieldwork’s example, not a tested guarantee or a replacement for installation.

Use performance-report with these channel exports for [period]. Compare against [targets] and the previous period. Separate observed results from possible explanations. Cite the source metric for every recommendation.