{"id":"pro-mkt-agency-report-cmo","audience":"marketing","category":"summarizing","technique":"verification","track":"productivity","title":"Summarize an ad agency's monthly report with the honest numbers","free":false,"task":"Your paid ads agency sent its monthly report, and your CMO wants the takeaways in Slack. You want at most 3 bullets under 60 words, plain text, with the decision she needs to make first. The agency's headline return number includes a one-time wholesale order, so use the adjusted figure from their footnote, and skip the agency's self-praise. Write a prompt that gets you exactly that.","materialLabel":"Agency report (attached to your prompt automatically)","material":"Brightfield Digital - October Paid Media Report for Copper Kettle Teas\n\nHighlights:\n- RECORD MONTH! Return on ad spend (ROAS): 6.2x (Sept: 3.8x)*\n- Spend: $18,000 (on budget)\n- Cost per new customer: $24 (Sept: $31)\n- Best ad: \"Steep Your Fall\" video, 3x the clicks of other ads\n\nWe're proud of our team's creative work this month - our strategists really outdid themselves!\n\nRecommendation: increase November budget to $25,000 to capture holiday demand. Need approval by Nov 7 to lock in placements.\n\nLosing: Pinterest ads ($2,000 spend) brought in 4 customers. We suggest pausing Pinterest and moving that money to video.\n\n*Footnote: October revenue includes a one-time $40,000 wholesale order that came through an ad click. Excluding it, ROAS was 3.9x.","rules":[{"type":"maxBullets","max":3},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Burying the decision","why":"The AI follows the report's order and leads with the 'record month'.","fix":"Add: \"First bullet: the decision she needs to make and the deadline.\"","checks":["r0"]},{"title":"Repeating the headline number","why":"The 6.2x is in bold-looking caps, and the fix is a footnote.","fix":"Add: \"Use the footnote's adjusted ROAS, not the headline.\"","checks":["r1"]},{"title":"Keeping the self-praise","why":"The AI copies the agency's upbeat tone.","fix":"Add: \"Skip the agency's self-praise.\"","checks":["r2"]},{"title":"Not limiting the bullets","why":"The AI writes a full report summary with headings.","fix":"Be exact: \"At most 3 bullets, plain text.\"","checks":["maxBullets","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 14 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Limits the bullets","patterns":["\\b(3|three)\\b.{0,15}bullet","bullet.{0,20}\\b(3|three)\\b"]},{"label":"Puts the decision first","patterns":["decision","approv","first bullet","lead with"]},{"label":"Uses the adjusted number","patterns":["footnote","adjust","3\\.9","exclud","one.time"]},{"label":"Says who it's for","patterns":["cmo","slack"]},{"label":"Skips the praise","patterns":["praise","self","skip","hype"]}],"hint":"Agency reports put their best number up top. Tell the AI to check the footnote, lead with the decision, and skip the praise.","rubricLabels":["The first bullet is the decision: approve raising November budget to $25,000 by Nov 7","If ROAS is mentioned, the ROAS it reports is the adjusted 3.9x (excluding the one-time wholesale order); it never calls October a record month (naming 6.2x only to explain the adjustment is fine)","Mentions pausing Pinterest (4 customers on $2,000) or the cost per customer improvement ($31 to $24), and includes none of the agency's self-praise"]}