/monthly

Prerequisites

Before running this command, ensure you have:

• Client or project identified
• Month to report defined
• MCP configured: google-analytics, hubspot, meta-ads (for data)

Context Loading

Load these files first:

1. ./README.md - Product context
2. ./docs/reports/ - Previous reports
3. ./docs/ops/monthly/ - Monthly reviews

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Language & Quality Standards

CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.

Standards: Token efficiency, sacrifice grammar for concision, list unresolved questions at end.

Skills: Activate marketing-fundamentals, analytics-attribution, sales-workflow.md, crm-workflow.md skills.

Components: Reference ./.claude/components/interactive-questions.md and ./.claude/components/date-helpers.md

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Interactive Parameter Collection

Step 0: Get Current Date (MANDATORY)

Execute BEFORE asking any questions:

# Get current date info
CURRENT_DATE=$(date +%Y-%m-%d)
CURRENT_MONTH_NAME=$(date +"%B %Y")

# Previous months (macOS/Linux compatible)
PREV_MONTH_1_NAME=$(date -v-1m +"%B %Y" 2>/dev/null || date -d "-1 month" +"%B %Y")
PREV_MONTH_2_NAME=$(date -v-2m +"%B %Y" 2>/dev/null || date -d "-2 months" +"%B %Y")
PREV_MONTH_3_NAME=$(date -v-3m +"%B %Y" 2>/dev/null || date -d "-3 months" +"%B %Y")

# For comparison descriptions
PREV_FOR_CURRENT=$(date -v-1m +"%B %Y" 2>/dev/null || date -d "-1 month" +"%B %Y")
PREV_FOR_MONTH_1=$(date -v-2m +"%B %Y" 2>/dev/null || date -d "-2 months" +"%B %Y")
PREV_FOR_MONTH_2=$(date -v-3m +"%B %Y" 2>/dev/null || date -d "-3 months" +"%B %Y")

echo "Date context loaded: Current=$CURRENT_MONTH_NAME"

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Step 1: Ask Report Scope

Question: "What level of detail do you need for this report?" Header: "Scope" MultiSelect: false

Options:

• Basic - Executive summary, key metrics only (~2 pages)
• Recommended - Full report with channel breakdown (~5 pages)
• Complete - Comprehensive with appendix and raw data (~10+ pages)
• Custom - I'll select specific sections

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Step 2: Ask Time Period (DYNAMIC - use Step 0 values)

Question: "Which month should this report cover?" Header: "Month" MultiSelect: false

Options (generated from Step 0):

• Latest ([CURRENT_MONTH_NAME]) - [CURRENT_MONTH_NAME] vs [PREV_FOR_CURRENT]
• [PREV_MONTH_1_NAME] - [PREV_MONTH_1_NAME] vs [PREV_FOR_MONTH_1]
• [PREV_MONTH_2_NAME] - [PREV_MONTH_2_NAME] vs [PREV_FOR_MONTH_2]
• Custom month - Enter specific YYYY-MM

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Step 3: Ask Comparison Type

Question: "What comparison would you like to include?" Header: "Compare" MultiSelect: true

Options:

• Month-over-Month (MoM) (Recommended) - Compare to previous month
• Year-over-Year (YoY) - Compare to same month last year
• vs Target - Compare to set goals/KPIs
• vs Benchmark - Compare to industry benchmarks

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Step 4: If Custom Scope - Ask Section Focus

Question: "Which areas should we focus on?" Header: "Focus" MultiSelect: true

Options:

• Performance - Metrics, funnel, channel breakdown
• Business Impact - Revenue, ROI, budget analysis
• Content & Competitive - Content performance, market position
• Strategy - Recommendations, next month priorities

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Step 5: Ask Client/Project (If not provided)

Question: "Who is this report for?" Header: "Client" MultiSelect: false

Options:

• Internal team - For our marketing team review
• Executive leadership - Board/C-suite presentation
• Client report - External client delivery
• Stakeholder update - Cross-functional teams

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Step 6: Confirmation

Display summary:

## Report Configuration

| Parameter | Value |
|-----------|-------|
| Client/Project | [selected] |
| Reporting Period | [selected month] |
| Comparison | [MoM/YoY/Target/Benchmark] |
| Scope | [Basic/Recommended/Complete] |
| Sections | [list if custom] |

**Estimated output:** [X] pages

Question: "Proceed with this report configuration?" Header: "Confirm" MultiSelect: false

Options:

• Yes, generate report - Start report generation
• No, change settings - Go back to modify

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Data Reliability (MANDATORY)

CRITICAL: Follow ./workflows/data-reliability-rules.md strictly.

Required MCP Sources

Section	MCP Server	Fallback
Traffic/Funnel	google-analytics	⚠️ NOT AVAILABLE
Revenue/Deals	hubspot	⚠️ NOT AVAILABLE
Paid Campaigns	meta-ads	⚠️ NOT AVAILABLE
SEO/Search	google-search-console	⚠️ NOT AVAILABLE
Social	twitter, tiktok	⚠️ NOT AVAILABLE

Rules

1. NEVER fill $X or X% placeholders with fake numbers
2. Use MCP data only - if unavailable, show "⚠️ Requires [MCP] configuration"
3. Mark all sources: Add ✅ VERIFIED or ⚠️ indicators to each section
4. Competitive data: Requires semrush MCP or show as unavailable

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Workflow

1. Use researcher agent to compile:

   • Full month metrics with MoM/YoY
   • Campaign ROI analysis
   • Competitive landscape

2. Use lead-qualifier agent to analyze:

   • Funnel performance vs CRM benchmarks
   • Lead quality and velocity
   • Attribution data
   • SLA compliance review

3. Use copywriter agent to:

   • Craft executive narrative
   • Present insights clearly
   • Frame strategic recommendations

4. Use planner agent for:

   • Next month recommendations
   • Budget optimization suggestions

Agent Delegation

Task	Agent	Trigger
Data compilation	researcher	Report generation
Funnel analysis	lead-qualifier	Performance review
Competitive intel	researcher	Market analysis
Executive narrative	copywriter	Report writing
Strategy recommendations	planner	Next month planning
Retention metrics	continuity-specialist	Customer analysis

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Output Format

Basic Scope

# Monthly Marketing Report
**Client:** [Client Name]
**Period:** [Month Year]
**Date:** [Report Date]

---

## Executive Summary

### The Bottom Line
[1-2 sentences on revenue impact]

### Month Highlights
- [Highlight 1 with metric]
- [Highlight 2 with metric]
- [Highlight 3 with metric]

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## Key Metrics

| Metric | This Month | vs Last Month | Status |
|--------|------------|---------------|--------|
| Revenue | $X | +X% | 🟢 |
| Leads | X | +X% | 🟢 |
| Customers | X | +X% | 🟡 |

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## Next Month Focus
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

Recommended Scope

[Include Basic + Channel Deep Dive + Funnel Performance + Recommendations]

Complete Scope

[Include all sections + Appendix with raw data + Methodology notes]

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Pre-Delivery Validation

Before delivering monthly report:

• All data from verified sources
• Executive summary compelling
• Metrics clearly presented
• Next month focus defined
• Presentation-ready format

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Output Location

Save report to: ./docs/reports/[client]/monthly-[YYYY-MM].md

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Next Steps

After monthly report, consider:

• /ops:monthly - Internal monthly review
• /campaign:plan - Plan next month campaigns
• /analytics:roi - Deep ROI analysis