Skip to main content Inicio Creadores minhnv0807 ai-business-skills 07-marketing-report-global
07-marketing-report-global Use when the user needs to WRITE a marketing report someone else will read — a one-page weekly for a CEO, a full monthly, or a quarterly strategy report with TL;DR, results versus target, insight, decisions needed, and next actions with owners. Trigger on 'marketing report', 'monthly report', 'weekly update for my boss', 'report for the client', 'quarterly summary', 'turn these numbers into a report'. Also use when the user says a stakeholder is asking how marketing is doing. Not for — diagnosing why the numbers are bad, see `03-performance-eval-global`; turning a raw export into insight, see `13-data-analysis-global`; a closed campaign retrospective, see `63-campaign-retrospective-global`.
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29-dropshipping-mastery-global Use when the user is launching or running a DROPSHIPPING business end to end — the full 12-phase pipeline: product research with winning criteria, Minea and PiPiAds, supplier sourcing on AliExpress, CJ, Spocket, and Zendrop, Shopify store and app setup, the 10-ads-per-week creative pipeline, interest and lookalike targeting, 3-5x markup and BE-ROAS math, customer service, and scaling. Trigger on 'start dropshipping', 'winning product research', 'Shopify store setup', 'AliExpress supplier', 'scale my dropshipping store', 'my store gets traffic and no sales'. Not for — only the ad copy, see `05-ad-copy-global`; only the product page, see `12-landing-page-brief-global`; only the account audit, see `21-ads-audit-global`; only pricing, see `17-pricing-strategy-global`.
22-personal-brand-context-global Use when starting work on a PERSONAL brand — a founder, coach, or creator, not a company: creates `.agents/personal-brand-context-global.md` covering story, expertise, audience, positioning, platforms, visual identity, and the asset inventory of style refs, face refs, logo, palette, and background, with region variants for US, EU, SEA, and LATAM. Skills 23 to 28 read it first. Trigger on 'personal brand setup', 'set up my founder brand', 'coach personal brand context', 'creator profile setup', 'the AI does not know my story', 'build my personal brand from zero'. Not for — a company or product brand, see `00-marketing-plan-global` and `product-marketing-context-global`; the 12-month strategy built on this, see `23-personal-brand-strategy-global`.
23-personal-brand-strategy-global Use when a PERSONAL brand — founder, coach, or creator — needs a 12-month strategy: niche selection with Ikigai and a 3x3 matrix, positioning statement, a three-chapter story arc, four content pillars with 28 topics, a five-stage authority ladder, and a Q1 to Q4 growth plan. Trigger on 'personal brand strategy', 'founder brand plan', 'coach positioning', 'creator strategy', 'what niche should I own', 'I post constantly and nothing compounds'. Also use when the user has followers and no direction. Not for — a company brand, see `58-positioning-global` and `00-marketing-plan-global`; the context file this reads first, see `22-personal-brand-context-global`; turning it into revenue, see `27-personal-brand-monetize-global`.
name 07-marketing-report-global description Use when the user needs to WRITE a marketing report someone else will read — a one-page weekly for a CEO, a full monthly, or a quarterly strategy report with TL;DR, results versus target, insight, decisions needed, and next actions with owners. Trigger on 'marketing report', 'monthly report', 'weekly update for my boss', 'report for the client', 'quarterly summary', 'turn these numbers into a report'. Also use when the user says a stakeholder is asking how marketing is doing. Not for — diagnosing why the numbers are bad, see `03-performance-eval-global`; turning a raw export into insight, see `13-data-analysis-global`; a closed campaign retrospective, see `63-campaign-retrospective-global`. metadata {"version":"1.0.1","category":"operations"} license MIT triggers ["marketing report","monthly summary","weekly summary","monthly results","monthly report","performance report"] related ["03-performance-review-global","10-reverse-kpi-global","00-marketing-plan-global","13-data-analysis-global"]
Marketing Report (Global)
Information gathering
Ask up to 4 questions before reporting:
Reporting period? Week (which week, from-to dates) or month (month/year)?Available data? Provide: ad spend, messages, leads, bookings, customers, revenue. If incomplete, note what's missing to ask.Targets set? What KPIs were committed for this period? (revenue, leads, CPMess, ROAS). If none — use industry benchmarks.Channels running? Meta Ads, TikTok Ads, Google Ads, Organic (TikTok, Facebook, Email/SMS). List all.
Core principles
"Read 5 minutes, know what to do next" Every report must answer these 4 questions in order:
How were results? — Did we hit targets? (1 sentence)What's working? — Keep, scale up (2-3 points)What's not working? — Fix, root cause (2-3 points)What to do next? — Specific recs with deadlines and owners
Order of presentation Insight FIRST -> Numbers AS PROOF -> Action RECOMMENDATIONS
Never list numbers and let reader draw conclusions. Always state insight first, numbers as evidence.
3 comparison frames Each metric must compare against at least 1 of these 3 frames:
Frame Meaning Example vs Target Hit or miss committed KPI CPMess target $1.20 — actual $1.10 (hit) vs Previous Period Up/down vs prior month/week CPMess last month $1.40 -> this month $1.10 (-21%) vs Industry Benchmark Better/worse than market average Beauty industry CPMess $1.00-$1.60 — ours $1.10 (good)
Output structure
Header # Marketing Report — [Month X/YYYY] or [Week X: DD/MM-DD/MM]
Author: [Name]
Date: [YYYY-MM-DD]
Status: [Hit Target / Missed Target / Exceeded Target]
1. Executive Summary (read this section is enough) ## 1. Executive Summary
**Conclusion:** [1 sentence — hit/missed target, main reason]
**Key metrics:**
| Metric | Target | Actual | vs Target | vs Prior |
|--------|--------|--------|-----------|----------|
| Revenue | [X] | [X] | [+/-X%] | [+/-X%] |
| Total MKT spend | [X] | [X] | [+/-X%] | [+/-X%] |
| ROAS | [X] | [X] | [+/-X%] | [+/-X%] |
| New customers | [X] | [X] | [+/-X%] | [+/-X%] |
| Avg CPMess | [X] | [X] | [+/-X%] | [+/-X%] |
**3 highlights:**
1. [Best thing this period — with data]
2. [Biggest issue — with data]
3. [Opportunity/risk to watch]
2. Channel detail
2.1 Meta Ads ### Meta Ads
**Insight:** [1-2 sentences — channel doing well/poorly, reason]
| Metric | Wk 1 | Wk 2 | Wk 3 | Wk 4 | Total | vs Target | vs Prior Mo | vs Benchmark |
|--------|------|------|------|------|-------|-----------|-------------|--------------|
| Spend | | | | | | | | |
| Impressions | | | | | | | | |
| Clicks | | | | | | | | |
| CTR | | | | | | | | |
| Messages | | | | | | | | |
| CPMess | | | | | | | | |
| Leads | | | | | | | | |
| CPL | | | | | | | | |
**Top 3 high-performing ads:**
| # | Ad name / Creative | Spend | Messages | CPMess | CTR | Note |
|---|--------------------|-------|----------|--------|-----|------|
| 1 | | | | | | |
| 2 | | | | | | |
| 3 | | | | | | |
**Bottom 3 ads (turn off/fix):**
| # | Ad name / Creative | Spend | Messages | CPMess | CTR | Issue |
|---|--------------------|-------|----------|--------|-----|-------|
| 1 | | | | | | |
| 2 | | | | | | |
| 3 | | | | | | |
2.2 TikTok Ads (Same structure as Meta Ads — replace CPMess with CPV if traffic, add Video Completion Rate)
2.3 Google Ads (Same structure — replace Messages with Conversions, add Quality Score)
2.4 Organic (Natural content) ### Organic
**Insight:** [1-2 sentences]
| Metric | Wk 1 | Wk 2 | Wk 3 | Wk 4 | Total | vs Prior Mo |
|--------|------|------|------|------|-------|-------------|
| Posts published | | | | | | |
| Total reach | | | | | | |
| Total engagement | | | | | | |
| Avg ER | | | | | | |
| New followers | | | | | | |
| Top content (reach) | | | | | | |
**Top 3 posts/videos:**
| # | Content | Platform | Reach | ER | Saves | Shares | Note |
|---|---------|----------|-------|-----|-------|--------|------|
| 1 | | | | | | | |
| 2 | | | | | | | |
| 3 | | | | | | | |
2.5 Email / SMS ### Email / SMS
| Metric | Actual | vs Benchmark |
|--------|--------|--------------|
| Campaigns sent | | |
| Open rate | | [Industry avg: 15-25%] |
| Click rate | | [Industry avg: 1-3%] |
| Unsubscribe rate | | [<1% is good] |
| Email revenue | | |
3. Conversion funnel ## 3. Conversion Funnel
| Step | Volume | Conv rate | vs Prior | vs Benchmark | Rating |
|------|--------|-----------|----------|--------------|--------|
| Impression | [X] | — | [+/-X%] | — | |
| Click | [X] | [X%] | [+/-X%] | [Avg: 1-2%] | [Good/Bad/Avg] |
| Message / Lead | [X] | [X%] | [+/-X%] | [Avg: 15-25%] | |
| Qualified Lead | [X] | [X%] | [+/-X%] | [Avg: 50-60%] | |
| Booking | [X] | [X%] | [+/-X%] | [Avg: 50-60%] | |
| Customer | [X] | [X%] | [+/-X%] | [Avg: 30-40%] | |
| Revenue | [X] | — | [+/-X%] | — | |
**Bottleneck:** [Identify which step has lowest conversion — that's the issue to fix]
4. Auto diagnosis ## 4. Diagnosis: What's good — What's bad — Why
### Working well (KEEP + SCALE)
| # | Finding | Numbers | Reason | Action |
|---|---------|---------|--------|--------|
| 1 | [e.g., UGC video creative low CPMess] | [CPMess $0.90 vs avg $1.20] | [Natural format, strong hook] | Scale: +30% budget, shoot 5 more UGC |
| 2 | | | | |
| 3 | | | | |
### Not working (FIX URGENTLY)
| # | Issue | Numbers | Root cause | Severity | Action |
|---|-------|---------|------------|----------|--------|
| 1 | [e.g., Booking->Show low] | [28% vs target 40%] | [No 24h reminder, no deposit] | High | Auto reminder + collect $5 deposit |
| 2 | | | | | |
| 3 | | | | | |
### Unclear (MONITOR FURTHER)
| # | Observation | Numbers | Hypothesis | Validation method | Timeline |
|---|-------------|---------|------------|-------------------|----------|
| 1 | [e.g., CTR dropping over 4 weeks] | [2.1% -> 1.4%] | [Ad fatigue] | Swap creative, monitor 1 week | 7 days |
5. Action recommendations ## 5. Action Recommendations
| # | Action | Goal | Deadline | Owner | Status |
|---|--------|------|----------|-------|--------|
| 1 | [e.g., Shoot 5 new UGC for Meta Ads] | CPMess <$1.00 | [DD/MM] | [Name] | Not started |
| 2 | [e.g., Set up auto reminder 24h] | Booking->Show >40% | [DD/MM] | [Name] | Not started |
| 3 | [e.g., Test TikTok Ads $200/wk] | New channel, CPMess <$1.40 | [DD/MM] | [Name] | Not started |
| 4 | | | | | |
| 5 | | | | | |
**Priority:** Number by impact level — do 1 + 2 first, 3 + 4 + 5 next week.
6. Next month plan ## 6. Plan for [Month X+1]
### Targets
| Metric | This Mo (actual) | Next Mo (target) | Increase | Basis |
|--------|------------------|------------------|----------|-------|
| Revenue | [X] | [X] | [+X%] | [Why this is achievable] |
| MKT spend | [X] | [X] | [+/-X%] | |
| ROAS | [X] | [X] | [+X] | |
| New customers | [X] | [X] | [+X%] | |
| CPMess | [X] | [X] | [-X%] | |
### Weekly plan
| Week | Focus | Budget | Main KPI |
|------|-------|--------|----------|
| Week 1 | [e.g., Launch new creative + A/B test] | [X] | [CPMess <$1.20] |
| Week 2 | [e.g., Scale winners + cut losers] | [X] | [ROAS >3x] |
| Week 3 | [e.g., Push BOFU + retarget] | [X] | [Close rate >40%] |
| Week 4 | [e.g., Wrap up + prep next month] | [X] | [Hit revenue target] |
### Budget allocation
| Category | Amount | % | Note |
|----------|--------|---|------|
| Meta Ads | [X] | [X%] | |
| TikTok Ads | [X] | [X%] | |
| Google Ads | [X] | [X%] | |
| Content production | [X] | [X%] | UGC, video shoot, design |
| Tools & software | [X] | [X%] | |
| **Total** | **[X]** | **100%** | |
7. Chart specs (for design team) If report needs presentation to stakeholders (boss, client), create charts:
# Chart Type X-axis Y-axis Note 1 Revenue vs Spend by week Line chart (2 lines) Wk 1-4 USD 2 colors: green (revenue), red (spend) 2 Conversion funnel Funnel chart Funnel step Volume Impression -> Customer 3 CPMess by week Bar chart Wk 1-4 USD Add target line (dashed) 4 Budget allocation Pie chart — % By channel (Meta, TikTok, Google, Content) 5 This Mo vs Last Mo Grouped bar chart Metric Value 2 colors: green (this), gray (last)
Recommended tools: Google Sheets/Looker Studio (free), Canva (presentation).
Weekly report template (compact) Weekly report shorter than monthly — keep parts 1, 4, 5 only:
# Weekly Report [X]: [DD/MM-DD/MM/YYYY]
## Quick results
| Metric | Wk Target | Actual | vs Last Wk | Rating |
|--------|-----------|--------|------------|--------|
| Spend | | | | |
| Messages | | | | |
| CPMess | | | | |
| Leads | | | | |
| Bookings | | | | |
| Customers | | | | |
| Revenue | | | | |
## Good / Bad
- GOOD: [1-2 points]
- BAD: [1-2 points]
## Next week actions
| # | Task | Owner | Deadline |
|---|------|-------|----------|
| 1 | | | |
| 2 | | | |
| 3 | | | |
Related skills
03-performance-review-global — Deep analysis per channel before aggregating into report10-reverse-kpi-global — Recalculate next month targets based on this month results00-marketing-plan-global — Next month plan is updated version of master plan13-data-analysis-global — When need to dig deep into data for root cause
Quality checklist Check before delivering report:
