Individual skill
agency-monthly-report
Build the monthly client report that renews retainers - results-first structure with business outcomes before activity, the metric-that-matters-to-them rule, work-completed as evidence rather than headline, and a next-month plan with one client-action recommendation. Includes a full copy-paste template and a good/bad results-section pair. Use when an agency team says "write this month's client report", "our reports are just a list of tasks we did", "the client says they don't know what they're paying for", or "make our reporting actually defend the retainer". Do NOT use for the quarterly business review deck - use agency-qbr-upsell instead.
skills/agency-monthly-report/SKILL.md
Source commit 97a13607d669157a4a16d5ba79b77f208319f7b9
What was checked
- Matches the observed repository HEAD
- Yes
- Scanner rules are current
- Yes
- Repository scan complete
- No
- Skill scan complete
- Yes
- Observed behavior
- Instructions only
- Last checked
- Nov 6, 2026
These are observations at the recorded commit, not a guarantee of safety. Review the source before running it.
Install this skill
Choose an agent in your Stack or copy a command below. Commands fetch the pinned commit and copy only this skill directory. Existing destinations are refused. Copying a command does not install anything.
An install command is unavailable: current rules, complete repository and skill scans, an eligible behavior level and a permitted license are required.
Repository context
- Repository stars (not skill ratings)
- 24
- Repository last updated
- Oct 13, 2026
- License
- MIT
Observed agent integration: No specific integration evidence. Standard SKILL.md installation does not imply verified compatibility.
- claude Repository topic
- claude-skills Repository topic
- skill-me Repository topic
- engineering Derived category
Files and excerpt
File metadata and permitted, redacted excerpts come from the recorded scan. Source links are pinned to that commit.
Browse files
SKILL.mdcore · 8,031 bytes
Read excerpt
# Agency Monthly Report
The monthly report is the one artifact every stakeholder on the client side sees - including the budget holder who never joins calls - and it is where retainers are silently renewed or silently cancelled. The costly mistake this skill prevents is the activity report: a proud list of tasks completed that forces the client to do the math on whether any of it mattered. Clients do not renew for effort; they renew because the report proves the retainer moves a number they care about.
Work the example agency throughout: Northbeam Digital, an 8-person marketing agency with 11 retainer clients averaging $6,500/month and a 62 percent gross margin target. The report is the monthly rung of the cadence ladder in client-comms-cadence, delivered on the fifth business day every month.
## Operating procedure
### Step 1: Fix the metric that matters to them
Before writing anything, confirm the one business metric this client's budget holder is judged on - revenue, qualified leads, cost per acquisition, booked calls. Not the agency's favorite metric; theirs. It was set at onboarding (client-onboarding-system) and re-confirmed at each QBR. If it has never been named, that is the first agenda item of the next call, and this month's report should say so honestly rather than guess. Every report leads with this metric. If the agency cannot connect its work to it, the retainer is already in danger regardless of how good the report looks.
### Step 2: Write the results section first
