Sample audit: client reporting for a small marketing agency
This transparent example shows the format and level of detail you can expect. It is not a client case study, and the company, data, and workflow are fictional.
Team
Six-person marketing agency
Workflow
Weekly client performance report
Goal
Reduce repetitive drafting while keeping human approval
01 · Current state
What happens today
- 01
Export
A strategist exports channel metrics from three platforms.
- 02
Consolidate
Numbers are pasted into a spreadsheet and checked manually.
- 03
Explain
A first draft is written from scratch for every client.
- 04
Approve
A lead reviews the narrative, fixes claims, and emails the report.
02 · Proposed workflow
Where AI assists—and where people decide
Human prepares verified inputs
The strategist supplies the reporting period, checked metrics, campaign context, and known events. No customer personal data is included.
AI drafts a structured summary
A reusable prompt turns the supplied facts into highlights, concerns, and questions. It must label assumptions and avoid causal claims.
Human verifies every claim
The strategist compares all numbers with source data, removes unsupported explanations, and adds business context.
AI adapts approved text
After facts are approved, AI can create a concise executive summary and a client-friendly email draft.
Account lead approves delivery
A named reviewer owns the final report and decides whether it is ready to send.
03 · Prompt playbook excerpt
Two of the five sample prompts
Draft the factual performance summary
Act as a careful marketing reporting assistant. Use only the verified inputs below. Separate: wins, concerns, and questions for the strategist. Do not infer causes from correlation. Label every assumption and write ‘not enough context’ when the inputs do not support an explanation. [Paste verified, non-sensitive inputs]
Run the pre-delivery quality check
Review the report below as a quality-control editor. List every numerical claim, causal claim, recommendation, and missing source. For each item, mark: verified by supplied data, needs human confirmation, or unsupported. Do not rewrite the report until the checklist is complete. [Paste draft]
04 · Review checkpoints
Non-negotiable controls
- ✓ Source metrics are checked before drafting.
- ✓ Unsupported causes are removed or clearly labelled.
- ✓ No personal client or customer data enters the prompt.
- ✓ A named account lead approves the final report.
05 · Success measures
Measure the pilot, not a promise
- • Median drafting time per report
- • Number of unsupported claims found in review
- • Percentage of reports approved without a second rewrite
- • Team confidence score after four weekly cycles
06 · 30-day rollout
Small pilot, clear stop conditions
Week 1
Document inputs and baseline time.
Week 2
Pilot with one internal report.
Week 3
Run two client reports with full review.
Week 4
Compare metrics and decide: adopt, revise, or stop.
Want this level of clarity for your workflow?
Describe one repetitive process and its current bottleneck. No confidential data is needed for the first review.
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