Marketing Reporting Pack

Marketing Reporting Pack

Use this skill to create compact marketing reports with traceable metrics and clear next actions.

Inputs

• Reporting period
• Data exports or dashboard links
• Channel list
• Targets or prior-period benchmarks
• Known experiments and launches

Workflow

1. Align metric definitions

   • Confirm what each metric means.
   • Avoid mixing raw leads, qualified leads, opportunities, and revenue without labels.

2. Pull channel data

   • Paid ads
   • Organic search
   • Social
   • Outbound
   • Website/product analytics
   • CRM or pipeline data

3. Write the headline

   • Three plain bullets on what changed and why.
   • Do not start with a wall of numbers.

4. Break down by module

   • Acquisition
   • Activation
   • Pipeline
   • Channel notes
   • Experiments
   • Next actions

5. Explain changes

   • Use WoW, MoM, or campaign baseline.
   • Mark unknown causes as unknown instead of guessing.

Report Template

# Marketing Report: {period}

## Headline
- 
- 
- 

## Acquisition
| Channel | This period | Previous period | Change | Notes |
|---|---:|---:|---:|---|

## Activation

## Pipeline

## Channel Notes

## Experiments

## Risks / Blockers

## Next Actions

Quality Gates

• Every number must trace back to a dashboard, export, or named source.
• Weekly reports should fit on one page when possible.
• Monthly reports should be concise enough for leadership review.
• Do not hide missing data. Label it and state the next step.

Source: clairelily2020/workflow-skills — distributed by TomeVault.