CLIENT: Harbor & Oak
REPORTING PERIOD: Jun 16–22, 2026
TLDR: We achieved a blended CAC of $29.40, down from $34.10 last period, while maintaining a strong ROAS of 3.8. Revenue was $148,200, slightly down from $151,900 due to one fewer send day.
Highlights:
- Blended CAC decreased by 13.8% to $29.40 after launching new creative assets.
- ROAS improved by 22.6% to 3.8, driven by optimized campaigns on Meta and Google.
- Revenue was $148,200, with 402 new customers acquired.
Wins worth calling out:
- The new creative assets drove a significant decrease in CAC, putting us on track to meet the client's quarterly goal.
Blockers & risks:
- Revenue was slightly down due to one fewer send day, but this is not expected to impact our overall quarterly target.
Next steps:
- Continue to optimize campaigns on Meta and Google to further improve ROAS.
- Plan for additional send days in the coming weeks to drive revenue growth.
- Monitor blended CAC closely to ensure it remains below the target of $32.
The numbers:
| Metric | Value | Prior Period | Direction |
| --- | --- | --- | --- |
| Blended CAC | $29.40 | $34.10 | Down 13.8% |
| ROAS | 3.8 | 3.1 | Up 22.6% |
| Revenue | $148,200 | $151,900 | Down 2.4% |
| New customers | 402 | 388 | Up 3.6% |
Internal note: Verify the revenue impact of the fewer send day and ensure the client is aware of the plan to add send days in the coming weeks.
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A ready-to-run agent that writes your weekly client update for you. Paste in the week's metrics and work log and get back a polished, honest, six-section report (TL;DR, highlights, wins, blockers, next steps, and a numbers table) written in the client's own voice instead of generic AI-speak.
Built for agencies and fractional operators who send weekly updates and are tired of the blank-doc-on-Friday problem. Works in Claude, ChatGPT (Assistants/Projects), or any LLM that takes a system message — no code required to start.
What's inside:
- The full system prompt, copy/paste, no edits needed to run.
- A weekly input template — the exact block you fill in each week.
- A one-time voice-calibration prompt that locks every report to each client's tone.
- Two complete worked examples (paid-media e-commerce + SaaS content retainer), input to finished report.
- JSON tool/step definitions to wire the agent into an automation (n8n / Make / Zapier / Assistants API) so it runs off a Google Sheet or your analytics exports.
- Guardrails: it never invents numbers, frames bad weeks with a recovery plan, kills the AI tells, and ends every run with an internal note telling your account lead exactly what to check before sending.
Honest by design: it uses only the numbers you give it, labels missing metrics 'not tracked this week,' and keeps a human in the loop on send. This is a drafting engine that makes your Friday report take 90 seconds instead of an hour — not an autosend bot.
Version 1.0.0, with refinements (more voice presets, more source connectors) shipping to buyers as the pack updates.
