Client & executive report skill

A polished report for a client or the board (Markdown, HTML or PDF) with a plain-English narrative on top.

It's one of cmo.so's open Analytics & reporting skills: a SKILL.md file that tells an AI agent when to use it, what to ask you first, the steps to follow, the checks to pass and what to hand back, so the job is done the same careful way every time.

Reach for it when you'd otherwise say something like “Make a monthly report for my client”, “Board report on marketing”, “Turn these numbers into an executive summary”. Your agent reads the skill's description and picks it for requests like these, so you don't need to name it.

If a request is close but not quite right, the skill says so and points to the related skill that fits better, instead of forcing a poor answer.

It works best with audience (client, CEO, board), period and format (Markdown, HTML or PDF); from CMO.so: `report_overview_get`, `results_summary`, `gsc_performance_get`, `ai_visibility_get`, `maggie_actions_list`, `content_performance_list`; optional data the user supplies: ad results, leads, revenue, goals set last period; and branding: client name, logo, colours, sign-off.

You don't have to prepare everything up front. The skill asks for missing pieces one at a time and says plainly when it's working from an assumption instead of your data.

You get an executive summary in plain English with the verdict first; sections for content, search, AI visibility, social, and any supplied channels, each with numbers and change; and what was done, what is next, and a short how-this-report-was-made note.

Every result comes from a written method with a quality bar, so numbers name their source, claims are checked and the output is ready to use or share rather than a rough draft.

Yes. The skill is open source under the MIT licence, so you can use it, change it and share it, including for client work.

Seeing, copying and downloading the whole file on cmo.so needs a free sign-in. Copying also upvotes and saves it, so you can find it again under Saved on the skills page.

Claude Code installs it from the cmo.so marketplace. Any agent that reads SKILL.md folders, such as Codex or Cursor, can use it once the folder is in its skills directory.

You can also paste the copied skill into ChatGPT, Claude or any assistant at the start of a conversation and ask it to follow the skill.

In Claude Code, run /plugin marketplace add AI-Marketing-OS-LTD/cmo-so-skills, then /plugin install cmo-so-analytics@cmo-so. That installs this skill together with the rest of the Analytics & reporting group.

For other agents, sign in, press Copy or Download above and put the file in your agent's skills folder as SKILL.md inside a folder named after the skill.

No. The skill works on its own with whatever your agent can already see and do: your files, the pages you share and the data you paste in.

With cmo.so connected it can go further, using tools such as results_summary, report_overview_get, gsc_performance_get, ai_visibility_get through the MCP server. Every change is previewed and confirmed before it happens.

It pairs well with Weekly marketing report; and Campaign analytics & benchmarks. The agent can hand over from one to the next in the same conversation, for example research first, then the plan, then the writing.

Each of them has its own page with what it needs and what it returns, linked below.

Yes. It's a plain Markdown file, so you can edit the steps, add your own checks and examples, and keep your version in your own repo. The MIT licence allows it.

If your change would help others too, suggest it on the skills page or open a pull request on GitHub, and it may be folded into the library for everyone.

It's written by cmo.so and adapts open work by others, credited on this page: AgriciDaniel/claude-ads (MIT); zubair-trabzada/ai-marketing-claude (MIT); and zubair-trabzada/ai-marketing-claude (MIT).

Only permissively licensed work is adapted; copyleft repos are used for ideas only and repos without a licence aren't used at all.

No. The skill only guides your own agent; your files, documents and data stay wherever your agent and its tools keep them.

cmo.so only sees what you connect to cmo.so. Your votes and saves on this page are stored against your cmo.so sign-in.