// THE DELIVERY MODULE · THE WHOLE DELIVER ROOM
The numbers are in five dashboards and the monthly report eats half a day. This module files campaign data the right way, keeps a running performance log, and turns your numbers into a clean, self-contained HTML report plus the send email, from one sentence. $97 USD once, your own Claude.
Runs entirely in YOUR Claude account · get-you-running-or-refund guarantee · keep the files either way
// THE PART THAT MAKES GOOD WORK LOOK CARELESS
The campaign worked. The leads came in. Then the end of the month arrives and the data is sitting in five dashboards, in formats that don't agree, and the report that proves your value takes half a day to assemble by hand.
So it slips. It goes out late, or it goes out ugly, and a late or careless report makes good work look careless too. The client opens it, can't find the one number they care about, and quietly starts to wonder what they're paying you for.
The work isn't the whole job. Filing the data so it compounds, and turning it into a report the client trusts at a glance, is the rest of the job. That's the room this module gives you.
// WHAT IT ACTUALLY IS
A "skill" is a file of operating instructions your Claude reads and follows. This module installs the client-report skill, plus the folder structure that makes a report one sentence. You drop in the export, type a sentence, and the skill does the filing, the extraction, and the build.
JOB 1 · THE DATA ROUTER
export → filed + logged
Drop a Meta, Google Ads, or SEO export and it routes the file to the right folder (meta / google-ads / seo), renames it to a sane convention, and pulls the headline numbers into the running performance log. No more "which folder did last month's CSV go in."
JOB 2 · THE CLIENT REPORT
data → HTML report + email
One command reads the contract, the schedule, and the filed data, then writes a single self-contained HTML report: leads-first summary, KPI table with this-month-vs-last, spend by platform, what was done, what's next. It drafts the send email too.
THE PART THAT MAKES IT TRUSTWORTHY
Every metric carries a comparison to the prior period, a standalone number where a comparison belongs is treated as a defect. A bad month is named in the summary and immediately followed by what's being done about it, never buried. And the report carries a neutral [Your Agency] placeholder until you brand it, so no name is baked in. A dip reported with a plan survives. A dip the client finds first is how clients leave.
// WHAT SHIPS
Plus the install walkthrough on the delivery page, written for someone who has never opened a terminal. You get the source in copy-paste blocks AND a zip. Edit anything; it's yours.
// WHAT YOU ACTUALLY NEED · READ THIS BEFORE BUYING
Why it works this way: I never resell Claude access, and your client data never touches my servers. The module runs entirely inside YOUR account. That's the design, not a disclaimer. You wanted in on AI. This is what in looks like: the real stack, in your hands.
// HOW IT WORKS
01
Install
Unzip into a folder, install Claude Code, log in. About 5 minutes with the walkthrough.
02
File the data
Drop your Meta or Google Ads export in and say "file this." It routes, renames, and logs the numbers. No folder-hunting.
03
Generate the report
"Generate this month's report for the client." Get a self-contained HTML report and a drafted send email. You review and send.
THE LOOP, IN PLAIN ENGLISH
That is the whole module. Everything else is the engine being thorough on your behalf so the client never gets a silent month. This is the delivery discipline I run my own agency on, the same one that hands clients like Marcus Webb at Lakeline Roofing Co. (a $2,500/mo USD retainer on Meta and Google Ads) a clean report every month, on time, with the leads number first.
// THE MATH
One sentence saves you a Sunday night of report assembly, every month, for every client. The data files itself, the performance log builds itself, the report writes itself, and the email comes drafted. Unlimited clients, no per-report fee to me. It's one of seven rooms; when you want them connected, OS Pro is $997 USD.
The guarantee: if you can't get it running, I will personally get you running, or refund the $97 USD. And you keep the files either way. The only way you lose money here is by assembling another report by hand.
// STRAIGHT ANSWERS
No, and that's deliberate. You paste in or drop the export from Meta, Google Ads, or your SEO tool, and it does the routing, the extraction into the performance log, and the report. No API keys, no platform connections, no credentials to hand over. Your data stays in your own account, and there's nothing to break when a platform changes its API.
Then the walkthrough was written for you. It's click-by-click: install one app, paste one command, log in with the Claude account you already have. The whole point is that the machine does the technical part. About 20 minutes, once, most of it reading the worked example. Stuck? Email me and I'll get you running, that's the guarantee.
No. A prompt pack is text you paste and hope. This is a skill: a structured procedure your Claude loads and executes, with a fixed report format it follows every time and rules it can't break (every number gets a comparison, a bad month is named not buried, no agency name baked in). The difference shows up on month three, when the report still looks identical and the performance log reads the trend in ten seconds.
No. The module writes the report and the send email to files. You review the report, then send the email from your own inbox, under your own email law. It never emails a client on its own. The report is a single self-contained HTML file you open in a browser, send as an attachment, or host yourself.
The Claude plan, paid to Anthropic, not me. For real client data use a Commercial tier (Team, Enterprise, or API); Pro at $20/mo USD is fine to operate the system. There is no per-report fee and no subscription to me, ever. You pay Anthropic for the AI; the module itself is a one-time $97 USD.
This is module #6 (DELIVER) of a seven-stage agency operating system. It reads the clients/ folder, the contract.yaml and deliverables/schedule.yaml that the Onboarding module writes, then does the work against them. The performance log and report dates it produces are exactly what the Retention module reads to score account health and catch churn. Each is $97 USD and shares these same files, so they click together. When you want them wired into one system, OS Pro ($997 USD) merges all seven with a brain that routes the whole loop.
Yes. It's tuned to lead with whatever metric your client cares about: leads and cost per lead for service businesses, ROAS for ecommerce, calls for local. The contract and schedule files are yours, so the report bends to your scope and your client's KPI, not a generic one. It handles Meta, Google Ads, and SEO data out of the box, and the routing convention is easy to extend.
// FOR THE SCROLLERS
The short version: the Delivery Module is the whole DELIVER stage of a real agency, installed in your own Claude. Drop a Meta, Google Ads, or SEO export and it files it, renames it, and pulls the numbers into a running performance log. Say "generate this month's report" and it writes a single self-contained HTML report (leads-first, every number compared, a bad month named not buried) plus the send email, branded [Your Agency] until you replace it. Nothing sends on its own. You need a Claude plan (from Anthropic, Commercial tier for client data) and about 20 minutes of setup with a hand-holding walkthrough. $97 USD once, unlimited clients, keep-the-files guarantee.
// ONE ROOM OF A BIGGER HOUSE
The full system this comes from also hunts the leads, qualifies them, writes the outreach, prices the proposals, and onboards the wins, sibling modules that share these same files. They release one at a time. The natural next one: The Retention Module, which reads every client's performance log and report dates this module produces and tells you, worst-first, which accounts need you this week before they churn.