Written like Mina, backed by the data layer
Reports
RX Property July report is drafting, due Friday. Two others scheduled.
RX Property, July (draft)
Draft · in queue FriSample dataExecutive summary
June was your strongest lead month this year, and it cost you less.
We generated 147 leads at an average cost of A$42.10, down from A$48.30 in May. The restructure we made mid-month is the reason: your Parramatta campaign is now producing leads at A$31, the best we have seen on this account. Nine buyers booked consultations, and two have already signed with you.
Leads147+18%
CPLA$42.10-13%
Consultations9+3
house template v7 · PDF via render service
Schedule
RX Property, monthly · drafts Fri, sends after your approval04 Jul
Wealthkey, monthly + Q3 plan appendix07 Jul
Harbourline, monthly08 Jul
A-Team QBR pack, before renewalpriority14 Jul
Report rulesPlain English, no jargon. Lead with the outcome. AUD only. Every claim traceable to a source row, hover any number in the PDF preview to see it.
Sent this quarter
Sample data| Report | Client | Sent | Opens | Reaction |
|---|---|---|---|---|
| June monthly | RX Property | 30 Jun | 2 | Forwarded to partner |
| June monthly | Wealthkey | 30 Jun | 4 | “Great month” reply |
| June monthly | Harbourline | 01 Jul | 1 | No reply |
| May monthly | A-Team Financial | 02 Jun | 0 | Unopened, risk signal |