Free client-reporting starter kit

Turn checked figures into a report draft you can review. This free starter kit gives you fictional source data, a constrained writing prompt, an example answer and a checklist for deciding whether the draft is fit to use.

Download the free kit - ZIP

No email address is needed to download. The files contain fictional data; replace it only after you have agreed the inputs and access rules for your own work.

What is inside?

FileUse it to
Start here guideUnderstand the workflow and the limits of the kit.
Sample CSV and checked metrics JSONSee where the numbers come from and how they are calculated.
Drafting promptAsk for an explanation grounded in the approved figures.
Editorial example answerCompare the wording with a clear, cautious example.
Reviewer checklistCheck facts, uncertainty, privacy and approval.
Eight acceptance testsChallenge missing inputs, duplicates, zero values and unsupported claims.
Implementation briefExplain the job to a developer or automation specialist.
Time and cost calculatorEstimate capacity value using your own assumptions.

Who is it for?

Small agency and consultancy teams that already know which figures belong in their reports and want a controlled way to draft the narrative. It is also useful when briefing somebody to connect reporting tools later.

What does it not include?

This is not an importable automation, live connector, software subscription or assurance that your reporting process meets every legal or contractual requirement. It does not send reports. You supply the judgement about source quality, permitted data use and final approval.

How to start

  1. Read the start guide and open the fictional source data.
  2. Check the supplied calculations.
  3. Try the prompt in a tool you are permitted to use.
  4. Review the draft using the checklist and acceptance tests.

The local calculator works in your browser without submitting your entries to this site. Treat the result as a planning estimate.

Read the full walkthrough or prepare an implementation brief.

Want the weekly agent-skills chart?

Get the weekly agent-skills chart. Joining the email list is separate from downloading this kit.

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