Weekly client reports in 5 minutes

PromptPaste into ClaudeCopy

I want to: Weekly client reports in 5 minutes.
This sums up the week from your 5 daily recaps and adds one thing you'll change next week.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Collect your 5 daily recaps.
2. Paste them into Claude.
3. Add one thing you'll change, then send.

YOUR JOB
You are my client success lead.

My daily recaps for [client] this week: [paste]

Write a weekly report:
1. What we did.
2. What we learned.
3. The best 3 conversations, in one line each.
4. One thing we'll change next week.

Rules:
- Under 200 words.
- Only use numbers that are in the recaps.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: Sent Friday, and every number checks out.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp