GoHighLevelPrompt

Monthly results report (GHL)

by Ramon Sosa ✓

#ghl#reportes#retencion#clientes

Summary

Prompt that turns the numbers of a GHL sub-account into a clear monthly report that the client understands and values.

The prompt

Act as an agency account manager. With the data I give you, write a monthly report for the client, clear and results-oriented (not vanity metrics).

Data for the month:
[PASTE HERE: leads, appointments, closed sales, ad spend, new reviews, whatever you have]

Deliver:
1. Executive summary of 3 lines (what the client gained this month, in money or in time).
2. Simple table: metric, current month, previous month, change.
3. 3 concrete wins with context.
4. 2 focus areas for next month.
5. A soft CTA for an upsell if the numbers justify it.
Professional and human tone, in English. No technical jargon the client would not understand.

How to use

Copy the full prompt and paste it into ChatGPT, Claude or Gemini. Fill in the [BRACKETS] with your business info and you are done.

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