A monthly client report in your own brand.
Writes a client's monthly results report and publishes it to a page they can open. You get four numbers against the baseline, what moved and why, the work done and a private renewal note.
About 12 credits a run · Works in ChatGPT, Claude and the AI you already use
How to ask for it
Ask your AI in your own words.
Once Loadout is connected, your AI picks this power when you ask for the job. This request runs it, with the underlined parts swapped for yours.
Use Loadout to write this month's results report for my client Bright Dental in Austin
It also runs when you say things like
- monthly client report
- show my client their results
- what changed since last month
- report for my retainer client
- my client wants to see results
- is this client about to leave
- how are all my clients doing
What you get
Six pieces of finished work.
A published scorecard against last month and the baseline, with work done, next steps and a private note for the user.
- 01A published page, and the link to send
- 02This month against last month and the start
- 03What moved and why, in plain words
- 04The work done, and next month's plan
- 05A private note for you, which the client never sees
- 06A roll-up across every client you have
Your route
Five ways to run it.
Your AI asks where you're starting from and picks the route that fits. You can always choose another.
One-page scorecard
When the client is an owner who wants the whole thing on one page.
Short email update
For small retainers and clients who never open attachments.
Video walkthrough
When the client likes to see it, or the month needs explaining.
Quarterly review
When it is every third month, or a renewal or price change is coming.
Roll-up
When you have several clients and want one view of all of them.
What it asks you
- Which client
- What was done this month
- Numbers from the client's own tools
- What the client actually used
- The thresholds that already exist
The live data it reads
Scan website
Audits a website, covering technology, speed, AI crawler access, structured data, contact details, page weight and the layout at each screen width, with the top fixes.
Check email setup
Checks whether a domain's email is set up to reach the inbox (SPF, DKIM, DMARC) and gives the exact records to fix.
What it costs
About 12 credits a run.
For rerunning a review baseline for a client and three rivals. Your AI shows the cost before it starts, and nothing is spent without your yes.
Not made for
It is not the first audit or pitch, and it needs a client who already has a baseline.
The work around it
Part of the AI Automation playbook.
Find the work AI can take over, then build it. Every piece below comes from one run of the playbook, for one business. Pick another to see its set.
The whole AI Automation playbook
Find the work AI can take over, then build it.
Offer sheet
Packages, prices and a guarantee, pressure-tested.
Prospect list
Businesses that need it, with the owner's contact.
Outreach, call brief and proposal
A sequence, a call brief, a proposal to sign.
Opportunity note per prospect
The hours AI could give back, priced.
Opportunity map and build spec
The pilot, written so it can be built.
Go-live checks and handover pack
Live, tested, and handed over to the team.
Monthly impact report
What it saved this month, in hours.
Client file per client
Starting numbers, what was agreed, every month.
Opening 12 November
Join the waitlist.
Loadout opens to everyone on 12 November. Leave your email and we'll tell you the moment it does.
Goes well with
In six playbooks.
A playbook runs its powers in order, from finding the client to the monthly report. Every power and playbook is in the one plan.
Questions
Before you run it.
How much does Monthly Report cost?+
About 12 credits a run, for rerunning a review baseline for a client and three rivals. Your AI shows the cost before it starts.
What does Monthly Report hand over?+
A published scorecard against last month and the baseline, with work done, next steps and a private note for the user. A published page, and the link to send. This month against last month and the start. What moved and why, in plain words. The work done, and next month's plan.
What do I need to give it?+
Which client, What was done this month, Numbers from the client's own tools, What the client actually used, The thresholds that already exist. Your AI asks for anything missing.
Which AI apps does it work in?+
ChatGPT, Claude, Claude Code, Codex, Grok and Muse. You connect Loadout once and the same account works in all of them.