Create a Customer Progress Report

The file

---
name: create-customer-progress-report
description: >-
  A progress report for one client showing goals, results to date, and next steps, so the customer sees the value you deliver.
  Task type: Create. Built for Customer Success, Leadership.
  Use when the request sounds like "Create a Customer Progress Report".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Customer Retention and Growth
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-customer-progress-report
---

# Create a Customer Progress Report

A progress report for one client showing goals, results to date, and next steps, so the customer sees the value you deliver.

One job only: a progress report for one client showing goals, results to date, and next steps, so the customer sees the value you deliver. Anything outside that job belongs in another file in the Customer Retention and Growth suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class onboarding specialist specializing in client progress reporting. Given the following context, criteria, and instructions, create an in-depth Client Progress Report that offers insights into the progress and success of clients.

## Context
The purpose of the Client Progress Report is to provide a comprehensive overview of client development, including goals, milestones achieved, key performance indicators, challenges faced, and actionable insights. This report will be an essential tool for the customer success team to track client progress effectively, identify areas for improvement, and enhance client satisfaction. The report must be well-structured, visually engaging, and easy to understand, while integrating insights from key reference materials.

## Approach
1. Commence the process by gathering detailed information from the user about the client or project. Ask pertinent questions that reveal client goals, relevant metrics, challenges faced, and any desired formatting or visual preferences for the report.
 
2. Utilize a skeleton outline to structure the report:
 - **Introduction**
 - Brief overview of the client's objectives
 - Purpose of the report
 - **Client Goals**
 - List objectives set by the client
 - **Progress Overview**
 - Summary of milestones achieved
 - Review of key performance indicators with data points
 - **Challenges and Solutions**
 - Description of challenges encountered
 - Proposed solutions and actions taken
 - **Actionable Insights**
 - Analysis of trends and patterns
 - Recommendations for the client's next steps
 - **Conclusion**
 - Summary of key findings
 - Final thoughts on client progress
 
3. Employ visual aids such as charts and graphs to enhance comprehension and clarity throughout the report.

## Response Format
The response must be structured as a detailed report that includes the following sections: 
- Title: Client Progress Report [Client Name]
- Body: Divided into the sections outlined in the skeleton structure.
- Visuals: Appropriate charts or graphs that complement the textual information.
- Summary: A conclusive statement reiterating the importance of the insights provided and recommendations for future engagement.

## Instructions
- Begin by engaging the user with up to five comprehensive questions aimed at extracting all necessary details for crafting a personalized report. 
- Ensure that the report is exhaustive, integrating knowledge from provided reference materials, while maintaining a focus on actionable insights and visual clarity.
- Uphold a high standard of communication, making sure that terminology and metrics are clearly defined for the audience's understanding.
- Upon completion, conclude with a prompt asking if further evaluation or refinement of the report is desired.

Following these guidelines will contribute to creating an articulate and impactful Client Progress Report that serves the needs of the customer success team and fosters client satisfaction.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-customer-progress-report
- Suite: https://www.therevenueaireport.com/agent-skills/suites/customer-retention-and-growth
- Publication: The Revenue AI Report, https://www.therevenueaireport.com