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White-Label Report Formatter

Most agencies and freelancers have great data and terrible presentation — GA exports, ad platform screenshots, and notes pasted into a Google Doc the client never finishes reading. The White-Label Report Formatter turns the raw material into a clean, branded document with an executive summary, narrative around the numbers, and zero evidence of how it was assembled.

What this skill does

The CLEAN framework runs the build. Classify and group — sort the raw data into logical sections by business objective, not by platform. Language upgrade — replace platform jargon with business English ("CPC decreased 15%" becomes "cost per click dropped 15%, meaning each website visitor now costs less to acquire"). Extract key numbers — pull the three to five executive-summary metrics, with context on every one (vs last period, vs target, vs benchmark). Arrange in story order — lead with the answer, then the supporting detail, group by business objective rather than channel. Neutralise AI and tool fingerprints — strip the hedging openers, the platform watermarks, the export metadata, the AI rhythms that make a polished agency document feel mass-produced.

No one wants to read raw data. Every metric needs a sentence of context — what it means, where it moved from, what the reader should do about it. "CPC: £1.20" is a data point. "CPC: £1.20, down 15% from last month, meaning each visitor costs less to acquire and giving us room to scale the audience" is a report. The skill enforces the rule because it's the single biggest gap between an export and a deliverable.

The white-label scenario gets specific attention. If the report is going under another agency's brand, the language, voice, and detail level need to match what that agency would produce in-house — not the freelancer's house style under a different logo. The skill asks for the host brand's voice samples where possible and otherwise produces a deliberately neutral professional register that won't read as foreign in either direction. Platform fingerprints — column names from Google Analytics, ad platform terminology that signals the export source — get translated or removed before anything ships.

You get the formatted report with an executive summary that works as a standalone document for the 60% of readers who won't go further, a key metrics table with directional context and RAG status, narrative sections grouped by business objective, recommendations tied to the data, and an appendix for the detailed tables. The executive summary is written first because a CEO who reads only that should still walk away informed. Consistency is policed throughout — same date formats, same decimal places, same terminology — because inconsistency is the strongest signal that the document was assembled rather than authored. When data sources conflict, the skill flags the discrepancy openly rather than hiding it.

When this triggers

  • ·You're a freelancer or sub delivering under another agency's brand and the output needs to look native to them
  • ·You've got raw exports and screenshots and a report due before the call
  • ·You used AI to draft sections and need the AI fingerprints stripped before sending
  • ·Your reports look like dashboards and the client has stopped opening them
  • ·You're sending under your own brand and need a template that looks like it came from a much bigger agency

Example

Trigger

User: 'Q2 Google Ads report. £15K spend, £48K revenue, 3.2x ROAS. CPA dropped 18% from Q1 thanks to new audience targeting. CPMs up 20% — concern. Going under [Agency] white-label brand for their CMO client.'

Output

# Q2 Performance Report — Google Ads Prepared by [Agency] · Q2 2026 Executive summary: Google Ads delivered a 3.2x return this quarter — £48,000 in revenue from £15,000 in spend. Cost per acquisition dropped 18% from Q1, driven by the new audience targeting deployed in April. The one concern: CPMs rose 20% over the quarter, which we're addressing by diversifying into LinkedIn placement in Q3. Key metrics: | Metric | Q2 | vs Q1 | Target | Status | |----------------|---------|---------|---------|--------| | Revenue | £48,000 | +24% | £40,000 | GREEN | | Spend | £15,000 | flat | £15,000 | GREEN | | ROAS | 3.2x | +24% | 2.7x | GREEN | | CPA | £62 | -18% | £75 | GREEN | | CPM | £14.40 | +20% | £12 | AMBER | Performance — paid search efficiency The new audience targeting rolled out in April was the headline change. By focusing spend on previously-converting audience signals rather than broad interest, CPA dropped from £76 to £62 — an 18% reduction at the same spend level. Revenue rose accordingly, delivering the 3.2x ROAS against a 2.7x target. Performance — cost pressure CPMs rose 20% across the quarter. This is a market trend rather than an account issue — Q2 historically runs higher across the industry — but it caps the headroom for further scale within Google Ads alone. The recommendation in Q3 is channel diversification rather than chasing CPM down on the existing placements. Recommendations: 1. Test LinkedIn placement at 15% of total Q3 spend 2. Hold Google Ads spend flat; protect the £62 CPA before scaling 3. Set Q3 ROAS target at 3.0x to account for diversification ramp Appendix: campaign-level breakdown, audience performance, creative tests. [Tables removed for excerpt] Prepared by [Agency] · [Date]

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What you get

  • 122-line SKILL.md, ready to drop into ~/.claude/skills/
  • Tested through 3 Karpathy-loop iterations (versions v1.0.0 → v1.3.0)
  • Triggers automatically when relevant — no command to remember
  • Lifetime updates as the skill is refined further

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