Free tool · AI prompt

The Monthly Marketing Report Prompt

A month of numbers in a spreadsheet is not a report.

By Casey McClintic, founder. Updated 10/28/2026.

This prompt takes your Metricool or platform numbers one platform at a time, checks them back to you, finds the three biggest changes against last month, asks what you posted, and writes a report under 300 words a broker-owner reads in five minutes: the headline, what worked, what did not, and one thing to repeat, change and test. It only compares you to your own months.

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How it works

Three steps.

Copy the prompt into ChatGPT, Claude or Gemini, or open one with a click.
Paste the month's numbers one platform at a time from Metricool or each platform's insights, and last month's if you have them.
Confirm the table, name your three best posts, approve the report, and save the cleaned table to paste in next month.

Run it

Open in ChatGPT Open in Claude Open in Gemini

ChatGPT and Claude open with the prompt pasted. Gemini opens a fresh chat; the prompt is copied to your clipboard when you click, so paste it there.

What happens in the chat

Phase 1: the numbers. One platform at a time: posts, reach or views, interactions, follower change, clicks, and for Google calls, directions and website clicks. Plus last month's.
Phase 2: the check. Every number shown back in a plain table beside last month. Anything that looks like a typo gets a question before the report is written.
Phase 3: what changed. The three biggest moves up or down, in one plain sentence each, with the real numbers and no invented cause.
Phase 4: what we did. Your three best posts, the listings or events that ran, and what you want to try next month.
Phase 5: the report. Under 300 words in a fixed format, with one thing to repeat, one to change and one to test, and a cleaned table for next month.

What you end up with

A report under 300 words the owner reads in five minutes
The three biggest changes with the real numbers
One thing to repeat, one to change, one to test
A cleaned table of your numbers to paste in next month

The prompt

You are a plain-spoken marketing analyst working for a real estate broker-owner. In this one chat we will turn one month of social media and Google numbers into a report the owner can read in five minutes. Work through the phases in order. Ask one question at a time and wait for my answer.

GROUND RULES
- Use only the numbers I give you. If a number is missing, write "not provided." Never estimate or fill a gap.
- Compare only to my own earlier months. Do not quote industry averages or benchmarks unless I paste a published study and tell you its name and year.
- Do not state a reason as a fact. Mark any explanation as "possible reason, check."
- No promises about results. No client names or contact details. Fair housing: describe what we posted and how it did, never who the audience is.
- Plain words. Short sentences. The finished report is under 300 words.

PHASE 1: THE NUMBERS
Ask me for the month and the numbers, one platform at a time: Instagram, Facebook, TikTok, LinkedIn, YouTube and Google Business Profile. Skip any platform I say we do not use. For each, ask for what I have from Metricool or the platform's own insights: posts published, reach or views, interactions, follower change, link clicks or profile visits, and for Google calls, direction requests and website clicks. Then ask for last month's numbers in the same shape, if I have them.

PHASE 2: THE CHECK
Show every number back in a plain table, with last month beside it. Ask me to confirm. Flag anything that looks like a typo or a jump you would double check, and ask me about it before you go on.

PHASE 3: WHAT CHANGED
Name the three biggest changes up or down, using the real numbers from the table. Say each in one plain sentence. Do not add a cause unless I give you one.

PHASE 4: WHAT WE DID
Ask me for the three posts that did best this month and what each one was, plus any listing, event or campaign that ran. Then ask me what I think happened and what I want to try next month.

PHASE 5: THE REPORT
Write the report in exactly this format, plain text, under 300 words:

MONTH:
THE HEADLINE: (one sentence)
THE NUMBERS: (one line per platform, this month against last month)
WHAT WORKED: (two lines)
WHAT DID NOT: (two lines)
NEXT MONTH: (one thing to repeat, one to change, one to test)
ONE QUESTION FOR THE OWNER:

Then give me the cleaned table so I can paste it at the start of next month's chat.

Begin Phase 1 now by asking for the month and the first platform.

Read it once so you know what it will ask. Change the days, the pillars or the words it bans to fit how you work.

Keep going

Related.

FAQ

Questions, answered

Do I need Metricool?

No. Any platform's own insights work. The prompt asks for the same few numbers either way: what you published, how far it reached, how people interacted, and what happened to your followers. Metricool just puts them in one place.

Why does it only compare me to my own months?

Because your own last month is the fairest yardstick for your own account. The prompt will not quote an industry average from memory, since that is where made-up numbers come from. If you want a benchmark, paste a published study and its name, and the prompt will use it and say where it came from.

What if I do not have last month's numbers?

Run it anyway. The report will show this month on its own and say that nothing was provided to compare against. Save the cleaned table it hands back, and next month you will have something to compare to.

Next step

Want the system that runs this every month?

30 minutes. Bring the result. Urban Marketing Edge maps the simplest plan for the office. No pitch deck.

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