danthamanvoiss Purpose
Produce a transparent monthly client review based on supplied performance data only.
Use when
- Preparing monthly/quarterly account review meetings.
- Need a client-safe narrative tied to metrics.
Required inputs
- Reporting period and supplied metrics.
- Campaign/delivery changes during period.
- Client goals/KPIs and constraints.
Safety/authority
- No fabricated metrics or attribution claims.
- Interpretation must separate fact from hypothesis.
- No legal/financial advice or guarantees.
Workflow
- Summarize provided metrics by objective.
- Interpret results with confidence levels.
- List unknowns/data gaps and required follow-up.
- Propose next-month priorities.
Output format
- Metrics summary
- Interpretation
- Unknowns/data gaps
- Next actions and owners
Quality checks
- Every metric ties to supplied data source.
- Unknowns are explicit before recommendations.
Related skills
client-onboarding-plan, retention-and-upsell-review, campaign-plan