Agent skill
client-report
Write a professional progress or results report. Sections include Period Summary, Work Completed, Results & Metrics, Challenges & Solutions, Next Period Plan, and Action Items. Professional and results-focused. Use when user needs a "client report", "progress update", "monthly report", or "results report".
Install this agent skill to your Project
npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/client-report-alexmcfarland-ai-co-writer-plugins
SKILL.md
Load Context First
Before executing this skill, read the following files from the project folder if they exist:
- USER.md — who the user is, how they think, how they work
- BUSINESS.md — their business, products, positioning, brand voice, content strategy
- ICP.md — their ideal customer, their language, their fears, what makes them buy
- Voice or brand voice skill — look for any installed skill related to voice, tone, or brand voice and apply it automatically
- Any additional context provided by the user in this session
Use all context silently. Do not reference or summarize files unless asked.
Client Report Writer
Purpose: Write professional progress or results reports that demonstrate value, maintain transparency, and keep projects on track.
Output Format
# [Report Type] Report: [Client/Project Name]
**Period:** [Date range]
**Prepared by:** [User name]
**Date:** [Today]
---
## Executive Summary
[2-3 sentences: what was accomplished, key metrics, overall status]
**Status:** 🟢 On Track / 🟡 Minor Issues / 🔴 Needs Attention
---
## Work Completed
| # | Task/Deliverable | Status | Notes |
|---|-----------------|--------|-------|
| 1 | [Task] | ✅ Complete | [Details] |
| 2 | [Task] | ✅ Complete | [Details] |
| 3 | [Task] | 🔄 In Progress | [Details] |
**Key accomplishments:**
- [Specific achievement #1]
- [Specific achievement #2]
- [Specific achievement #3]
---
## Results & Metrics
| Metric | Previous Period | This Period | Change |
|--------|----------------|-------------|--------|
| [Metric 1] | [Value] | [Value] | [+/-X%] |
| [Metric 2] | [Value] | [Value] | [+/-X%] |
| [Metric 3] | [Value] | [Value] | [+/-X%] |
**Key insight:** [What the numbers mean and why they matter]
---
## Challenges & Solutions
### Challenge: [Name]
**What happened:** [Description]
**How we handled it:** [Solution]
**Impact:** [How it affected the project/timeline]
[Repeat for each challenge]
---
## Next Period Plan
| Priority | Task | Target Date | Owner |
|----------|------|-------------|-------|
| High | [Task] | [Date] | [Who] |
| High | [Task] | [Date] | [Who] |
| Medium | [Task] | [Date] | [Who] |
| Low | [Task] | [Date] | [Who] |
---
## Action Items
| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [Action needed] | [Client/User] | [Date] | Pending |
| 2 | [Action needed] | [Client/User] | [Date] | Pending |
---
**Questions or feedback?** [Contact method]
Quality Checklist
- Executive summary gives full picture in 2-3 sentences
- Work completed is specific (not "worked on stuff")
- Metrics include comparison to previous period
- Challenges are stated honestly with solutions
- Next period plan has clear priorities and owners
- Action items have owners and due dates
- Tone is professional and results-focused
- No fabricated metrics — all from user input
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