Monthly Marketing Report Narrative Generator
Analytics & ReportingbeginnerClaude 3.5 Sonnet or GPT-4o. Both excel at narrative writing and data synthesis. Claude is slightly better at maintaining conversational tone while staying executive-appropriate; GPT-4o offers faster processing for large datasets.
When to Use This Prompt
Use this prompt at the end of each month to transform raw marketing data into a polished narrative report for leadership. Perfect when you need to communicate performance to CMOs, CFOs, or board members without spending hours writing.
The Prompt
You are a marketing communications expert. Convert the following monthly marketing metrics and performance data into a clear, executive-friendly narrative report.
## Data to Summarize
[PASTE YOUR METRICS HERE - Include: campaign performance, lead generation numbers, website traffic, conversion rates, social media engagement, email performance, budget spend, and any key wins or challenges]
## Report Structure
Write a 300-400 word narrative that includes:
1. **Executive Summary** - 2-3 sentences capturing the month's overall performance and key takeaway
2. **Performance Highlights** - 3-4 bullet points of top achievements and positive trends
3. **Key Metrics Overview** - Brief explanation of how we performed against targets (leads, conversions, engagement)
4. **Challenges & Learnings** - 2-3 sentences on obstacles faced and what we learned
5. **Recommendations** - 2-3 actionable next steps for next month
## Tone & Style
- Professional but conversational
- Avoid jargon; explain metrics in business impact terms
- Use percentages and comparisons (vs. last month, vs. target)
- Focus on what the numbers mean, not just what they are
- End on a forward-looking, optimistic note
Format the output with clear section headers and bullet points for easy reading by C-suite executives.
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Tips for Best Results
- 1.Paste your actual numbers in [BRACKETS] rather than describing them—AI will write more naturally with real data than hypothetical metrics.
- 2.Include month-over-month and year-over-year comparisons in your data; AI will automatically highlight trends and contextualize performance.
- 3.Specify your company's industry or business model if relevant (B2B SaaS, e-commerce, etc.) so recommendations align with your market.
- 4.Ask AI to adjust tone if reporting to different audiences—use 'for a CFO' or 'for a board presentation' to shift formality level.
Example Output
## Monthly Marketing Performance Report — October 2024
**Executive Summary**
October delivered strong results across digital channels, with a 23% increase in qualified leads and 18% improvement in conversion rates. Our new content initiative drove significant engagement, positioning us well for Q4 campaigns.
**Performance Highlights**
• Generated 1,247 qualified leads (127% of target) through paid search and content marketing
• Achieved 4.2% email open rate, up from 3.1% in September
• Organic traffic grew 34% month-over-month, driven by three high-performing blog posts
• Social media engagement increased 52%, with LinkedIn leading at 8.3% engagement rate
**Key Metrics Overview**
Website conversions hit 8.9%, exceeding our 7.5% target. Cost per lead decreased to $12.50 (down from $15.80), improving ROI by 21%. Our paid advertising spend of $18,500 generated $287,000 in pipeline value—a 15.5x return.
**Challenges & Learnings**
Our Instagram campaign underperformed (2.1% engagement vs. 5% target), revealing that our audience prefers LinkedIn and email for B2B content. We're shifting budget allocation accordingly. Additionally, website load times impacted mobile conversions; we've prioritized technical improvements.
**Recommendations for November**
1. Increase LinkedIn content frequency to 4x weekly based on strong performance
2. Reallocate 30% of Instagram budget to Google Ads and email nurture campaigns
3. Launch retargeting campaign for high-intent website visitors to boost conversion rates further
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Courses, workshops, frameworks, daily intelligence, and 6 proprietary tools — built for marketing leaders adopting AI.
Trusted by 10,000+ Directors and CMOs.