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Monthly Client Report

Client-ready narrative in under a minute.

A month-in-review written the way agencies actually present it: results versus targets, what was changed and why it worked, and the plan for next month. Perfect for freelancers and account managers juggling several clients.

What you get

✓

Executive summary in three sentences

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KPI table: spend, conversions, CPA, ROAS vs. last month

✓

Narrative of every optimization made and its impact

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Next-month plan with priorities ranked

How it runs

1

Connect each client's accounts in Lauvenn Search

2

Ask Claude to write the monthly report for that account

3

Copy into your deck or email — numbers included

Example prompt

"Write the monthly client report for account X: results vs last month, what we changed, and next month's plan."

Paste this into a new Claude chat with your Lauvenn Search connector enabled.

Run this template on your accounts today.

Included on every Lauvenn Search plan. The agent acts only after you approve.