From agentkits-marketing
Generates client-ready monthly marketing report for a client or project via interactive prompts for scope, period, comparisons, pulling from analytics/CRM data.
npx claudepluginhub aitytech/agentkits-marketing --plugin agentkits-marketingclient-or-projectreport/## 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 --- ## 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 con...
/performance-reportGenerate a structured marketing performance report with KPI tracking, trend analysis, anomaly detection, benchmarks, and optimization recommendations.
/client-reportGenerates a professional client-facing performance report for the specified client name and period (e.g., Q4 2025). Prompts for details if not provided.
Share bugs, ideas, or general feedback.
Before running this command, ensure you have:
google-analytics, hubspot, meta-ads (for data)Load these files first:
./README.md - Product context./docs/reports/ - Previous reports./docs/ops/monthly/ - Monthly reviewsCRITICAL: 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
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"
Question: "What level of detail do you need for this report?" Header: "Scope" MultiSelect: false
Options:
Question: "Which month should this report cover?" Header: "Month" MultiSelect: false
Options (generated from Step 0):
Question: "What comparison would you like to include?" Header: "Compare" MultiSelect: true
Options:
Question: "Which areas should we focus on?" Header: "Focus" MultiSelect: true
Options:
Question: "Who is this report for?" Header: "Client" MultiSelect: false
Options:
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:
CRITICAL: Follow ./workflows/data-reliability-rules.md strictly.
| 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 |
semrush MCP or show as unavailableUse researcher agent to compile:
Use lead-qualifier agent to analyze:
Use copywriter agent to:
Use planner agent for:
| 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 |
# 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]
---
## Key Metrics
| Metric | This Month | vs Last Month | Status |
|--------|------------|---------------|--------|
| Revenue | $X | +X% | 🟢 |
| Leads | X | +X% | 🟢 |
| Customers | X | +X% | 🟡 |
---
## Next Month Focus
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]
[Include Basic + Channel Deep Dive + Funnel Performance + Recommendations]
[Include all sections + Appendix with raw data + Methodology notes]
Before delivering monthly report:
Save report to: ./docs/reports/[client]/monthly-[YYYY-MM].md
After monthly report, consider:
/ops:monthly - Internal monthly review/campaign:plan - Plan next month campaigns/analytics:roi - Deep ROI analysis