Client Reporting & Management
5 skills Claude can run against your live accounts through MCP Ads. Each one lists who it is for and the phrase that triggers it.
Client reporting and management skills exist for the people whose week is shaped by other people's expectations: agency account managers, freelancers with several clients, and in-house marketers who report upward. The monthly reporting pack runs at month end and produces one client-ready document covering Google Ads, Meta Ads, SEO and GA4 together. The client retention alert runs on Friday and scans every account for anything that could turn into a complaint call on Monday: a performance drop, a budget overrun, a disapproved ad, a tracking outage. Performance drop diagnosis runs the moment a client asks why the numbers fell. New client onboarding runs in the first week of an engagement and produces the audit, the quick wins and the 30-60-90 day plan. Connect every platform the client uses through MCP Ads; the reporting pack builds a section for each connected platform and notes which are missing. The procedure reads the relevant performance, change history and analytics data for the period, compares it with the previous period and the client's targets from their profile, and writes in a client-facing tone. The output is a finished document, not a pile of numbers: an executive summary, per-channel sections with commentary, what changed and why, and next steps. Most agencies paste it into their own template.
Generates a clean summary of all active campaigns across Google Ads and Meta Ads. Shows spend, conversions, CPA, ROAS, and trend versus last period for each campaign. Designed for business owners who want a clear picture of where their money is going and what it is returning, without having to log into multiple platforms.
For: Everyone
Give me a summary of all my campaigns and how they are performing
A Friday afternoon check designed to catch issues that could trigger a client complaint on Monday. Scans for performance drops greater than 30%, budget overruns, disapproved ads, tracking outages, and frequency spikes. For each issue found, generates a suggested client communication that is transparent and solutions-focused.
For: Agencies
Run the client retention check for all accounts this week
Summarises all active keywords by performance. Groups into profitable (below target CPA), borderline (within 20% of target), underperforming (above target), and zero results (spending with no conversions). Written for business owners who want to understand their Google Ads keyword spend, not just campaigners.
For: Agencies, Business Owners
Show me which keywords are working and which are wasting money
The complete onboarding audit for a new client. Covers Google Ads, Meta Ads, GA4, and Search Console in sequence. Identifies the 5 critical issues to fix immediately, the 5 quick wins to show results in the first month, and builds a 30-60-90 day plan. Includes a section on what the previous agency missed.
For: Agencies
Run the new client onboarding audit for [client name]
Runs through a structured pre-flight check before any campaign launches. Verifies conversion tracking, budget settings, targeting, ad approvals, UTM parameters, negative keywords, audience exclusions, and landing page alignment. Catches the most common launch mistakes before they cost money. Produces a pass/fail report with any blockers clearly flagged.
For: Agencies, Business Owners
Run the pre-launch checklist for [campaign]
Run these skills
Download the whole category as a bundle, or copy a trigger phrase above into Claude once the MCP Ads connector is connected.
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Frequently asked questions
Can the reporting pack be produced for many clients at once?
Yes. Ask for all clients and Claude runs the same procedure per account and returns a pack for each, which most agencies schedule for the first morning of the month.
What does the retention alert look for?
Anything a client would notice before you do: spend well above or below plan, a sharp fall in leads or revenue, disapproved ads, and conversion tracking that stopped reporting. It lists each with the account and a fix.