OPCServices & Agency
Báo cáo gửi khách hàng
Bring advertising, Fanpage, website and completed-work data together into a monthly report for clients, honestly including what did not go well. At the end of the month, the person responsible for clients at an agency (a marketing services company) has to export data from Facebook, Google, TikTok, Google Analytics and work-tracking sheets, then paste it into slides late into the night. Reports are often long, full of jargon and tend to avoid unattractive results. The Báo cáo gửi khách hàng skill handles exactly this task: you upload the period's data files to the chat and write a few lines about anything unusual that happened during the month. This skill calculates the key metrics, selects the three most important points based on the client's goals, and turns them into an easy-to-understand slide deck or Word file for non-specialists. Marketing teams in companies can also use it to report to management. What this skill does for you Identifies each file by its columns: advertising reports, Fanpage data, Google Analytics, work-tracking sheets and sales results sent by the client. Calculates key metrics from totals (without adding up rate columns), compares them with the client's goals and with the previous period when data is available. Selects the 3 most important points for the period based on the client's goals, even when they are bad news. Explains gaps against targets using data and your notes, saying "may be due to" when the cause is uncertain. Lists what was delivered during the period (posts, videos, designs and sales pages) from the work-tracking sheet. Suggests 3–5 tasks for the next period, each with a measurable metric, and no more than 3 things the client needs to support: faster approvals, product photos and budget. Assign the task with one message "Prepare the October monthly report for Cà phê Mộc Sơn as slides. Note that the budget was reduced by 20% from 15/10 at the client's request." (with facebook-thang-10.xlsx, google-ads-thang-10.csv, bang-viec-thang-10.xlsx) The client's goals are taken from the brief (a summary of the client) in the brief folder or from memory. If a data source is missing, that slide says "no data available". What you get back A 10–14-page PowerPoint deck, a Word file, or both, saved in the bao-cao folder. One point per slide, with the conclusion as the title; the appendix includes metric definitions, sources and date ranges. The app asks you before saving. A 3–5-line summary in the chat, along with a list of figures to double-check before sending: which file each figure came from and which figures are estimates. Example of how to title a slide: "Cost per order fell 18% by focusing spending on Google" instead of the empty title "Advertising". What makes this skill different from a typical AI question Includes at least one negative point when the data shows one, because a report filled only with good news makes clients lose trust. It does not change the metric calculation or choose a favorable date range just to make the figures look better than the previous period. Does not add platform conversions together as the "number of orders". Each platform records its own conversions, so the total may be higher than the actual number of orders. Impressions are not called "customers", and return on ad spend is not called profit. All calculations are performed by the app, and every figure on the slides matches the source files. Agency internal information stays out of the report: working hours, salaries, profit and data from other clients. This is a good fit if Your agency prepares monthly or quarterly reports for multiple clients. Your marketing team needs to report to management in business language. This month's results are not attractive and you need a way to be honest while still showing a path forward. What to prepare Required: client name, reporting period and data files (use whichever files are available). Helpful: a brief with the client's goals, previous-period data and notes about anything unusual during the period. Outside this skill's scope It does not send the report to the client automatically; you review and send it yourself. It does not invent figures for missing sources. It does not perform detailed advertising analysis for internal optimization → use Báo cáo quảng cáo đa kênh or Báo cáo quảng cáo Facebook. Use in Solo Agent After purchasing, assign this skill to an existing AI staff member on your team, or create a new one to handle it. One staff member can have multiple skills; the assistant routes each request to the right person with the appropriate skill. Often used with: Báo cáo quảng cáo đa kênh · Quản lý công việc nhóm · Proposal chào dịch vụ
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99.000 ₫