5 Claude Prompts for Social Media Reporting & Strategy
Ready-to-use Claude prompts for creating client performance reports, strategy documents, content calendars, and KPI frameworks.

Why Use AI for Social Media Reporting and Strategy?
Reporting and strategy are the two tasks that separate a social media manager from a content poster. Clients pay for insight, not just execution. But building a professional performance report from raw metrics takes 2 to 4 hours per client. Writing a comprehensive social media strategy document for a new client takes 4 to 8 hours. When you have multiple clients, these tasks can consume entire days.
Claude can turn raw analytics data into narrative analysis, transform client briefs into structured strategy documents, and build content calendars you can schedule directly. The output is not a finished product — it is a first draft that is 80% there, giving you a starting point to apply your strategic thinking and client-specific knowledge.
These prompts are designed for freelance and agency social media managers who need to deliver professional-grade reports and strategy documents without spending their entire week on documentation.
The Prompts
Prompt 1: Monthly Client Performance Report
For turning raw metrics into a professional, client-ready performance report.
Write a monthly social media performance report for a client.
<client-context>
- Client: [e.g., Bloom Boutique — women's fashion DTC brand]
- Platform(s): [e.g., Instagram and TikTok]
- Reporting period: [e.g., February 2026]
- Business goals: [e.g., Drive online sales, increase brand awareness, grow email list]
</client-context>
<metrics>
Instagram:
- Followers: [e.g., 8,400 (+280, +3.4%)]
- Posts published: [e.g., 16]
- Engagement rate: [e.g., 3.9% (up from 3.2%)]
- Reach: [e.g., 34,000 (up 18%)]
- Website clicks: [e.g., 620]
- Top post: [e.g., Spring collection carousel — 1,800 likes, 210 saves]
- Worst performer: [e.g., Quote graphic — 180 likes, 4 saves]
TikTok:
- Followers: [e.g., 2,100 (+450)]
- Videos published: [e.g., 8]
- Average views: [e.g., 12,000]
- Top video: [e.g., "Get ready with me" try-on — 45K views, 2,300 likes]
- Profile visits: [e.g., 890]
</metrics>
<highlights-and-issues>
[e.g., Reels and TikTok significantly outperforming static content. Spring collection launch drove a spike in saves and website clicks. Quote graphics continue to underperform. Two posts went live without final approval — process issue addressed.]
</highlights-and-issues>
<instructions>
Write a complete client performance report with these sections:
1. Executive Summary (3-5 sentences a busy business owner can read in 30 seconds)
2. Platform Performance (narrative analysis for each platform — not just numbers, but what they mean for the business)
3. Content Analysis (what content types, topics, and formats performed best and worst, and why)
4. Key Wins (2-3 specific wins framed in business impact terms)
5. Areas for Improvement (honest assessment of what underperformed)
6. Recommendations (4-5 specific, actionable recommendations for next month with rationale)
- Write for a non-marketer — explain engagement rate, reach, and impressions in plain language
- Frame everything in business terms: "more saves means more people bookmarking your product for later purchase"
- Be specific in recommendations — not "post more Reels" but "increase Reels from 3 to 5 per week, focusing on try-on and styling content which drove 3x more website clicks than static posts"
</instructions>Example Output:
Executive Summary
>
February was your strongest month yet across both Instagram and TikTok. Follower growth accelerated to 3.4% on Instagram and 27% on TikTok, driven primarily by video content around the spring collection launch. Website clicks increased 22% month-over-month, indicating that social is effectively driving purchase-ready traffic. The biggest opportunity ahead is doubling down on the video content formats that are clearly resonating — and reducing investment in static quote graphics that consistently underperform.
>
Recommendations
>
1. Shift content mix to 60% video (Reels + TikTok) and 40% static/carousel. Video drove 3x more website clicks per impression than static posts in February.
2. Retire quote graphics. Over the last 3 months, this format has averaged 85% lower engagement than your next-lowest content type. Replace with customer testimonial carousels.
3. Launch a weekly "Get Ready With Me" series on TikTok. Your single GRWM video generated 45K views — 4x your average. This format has proven audience demand.
4. Add link stickers to every Instagram Story. Only 40% of Stories included link stickers in February — this is a missed conversion opportunity.
Prompt 2: Social Media Strategy Document
For creating a comprehensive strategy document for new or existing clients.
Create a social media strategy document for a client.
<client-brief>
- Client: [e.g., Harvest Table — farm-to-table restaurant in Portland, OR]
- Industry: [e.g., Restaurant / hospitality]
- Business goals: [e.g., Increase weeknight reservations 25%, build a loyal local following, attract 25-45 demographic]
- Current state: [e.g., Instagram — 2,100 followers, inconsistent posting. No TikTok. Dormant Facebook page.]
- Target audience: [e.g., Portland-area food enthusiasts, sustainability-conscious diners, date-night couples 28-45]
- Budget: [e.g., $1,500/month content + $500/month ads]
- Competitors: [e.g., @restaurantA (8K followers, strong Reels), @restaurantB (5K followers, beautiful photography)]
- Unique differentiator: [e.g., 80% of ingredients sourced from farms within 50 miles, chef does weekly farmer's market visits]
</client-brief>
<instructions>
Write a complete social media strategy document with these sections:
1. Executive Summary — 2-3 paragraphs framing the opportunity and recommended approach
2. Audience Analysis — Primary and secondary personas with demographics, psychographics, and online behavior
3. Platform Strategy — Which platforms to prioritize (and which to deprioritize), how to use each, and why
4. Content Pillars — 4-5 content pillars with descriptions, example post ideas (3 per pillar), and recommended formats
5. Posting Schedule — Weekly cadence by platform with optimal posting times
6. Competitive Analysis — What competitors do well, where they fall short, and how to differentiate
7. KPIs and Goals — Specific, measurable targets for 30, 60, and 90 days, organized by awareness, engagement, and conversion
8. Budget Allocation — How to split the total budget between organic content creation and paid promotion
Write in a professional but accessible tone. This document will be presented to a restaurant owner who understands food but not marketing.
</instructions>Prompt 3: Content Calendar Builder
For generating a structured content calendar with topics, formats, and timing.
Build a content calendar for a brand's social media.
<brand-context>
- Brand: [e.g., GlowLab Skincare]
- Platforms: [e.g., Instagram (5x/week), TikTok (3x/week)]
- Content pillars: [e.g., Ingredient education, Routine tips, Customer stories, Behind the scenes, Promotions]
- Current promotions: [e.g., Spring hydration collection launching March 15, 20% off for email subscribers]
- Upcoming events: [e.g., National Skincare Awareness Week March 10-16]
- Time period: [e.g., March 3-31, 2026]
</brand-context>
<posting-schedule>
- Instagram: Monday, Tuesday, Wednesday, Thursday, Friday
- TikTok: Tuesday, Thursday, Saturday
- Instagram Stories: Daily (mix of polls, product features, and engagement stickers)
</posting-schedule>
<instructions>
Create a complete content calendar with the following for each post:
- Date and day of week
- Platform
- Content pillar
- Content type (carousel, single image, Reel, TikTok, Story series)
- Topic and angle (specific, not vague)
- Caption hook (the first line of the caption — the scroll-stopper)
- Optimal posting time
Additional requirements:
- Do not cluster similar content pillars on consecutive days
- Build toward the March 15 product launch with a teaser sequence starting March 10
- Include at least 2 user-generated content or community engagement posts per week
- Vary content formats — no more than 2 of the same format in a row
- Include 3-5 Instagram Story ideas per week (polls, Q&A stickers, behind-the-scenes)
Format as a clear, scannable weekly grid or structured list.
</instructions>Prompt 4: KPI Framework and Benchmarking
For setting measurable goals and benchmarks for client accounts.
Create a KPI framework for a client's social media program.
<client-context>
- Client: [e.g., TechStartup Co. — B2B SaaS company]
- Industry: [e.g., Project management software for small teams]
- Primary platforms: [e.g., LinkedIn and X]
- Business model: [e.g., Free trial to paid conversion, $29/month subscription]
- Current performance: [e.g., LinkedIn: 4,200 followers, 2.1% engagement rate, 120 website clicks/month. X: 1,800 followers, 0.8% engagement rate]
- Business goals: [e.g., Generate 200 free trial signups per month from social, establish thought leadership in the small team productivity space]
- Budget: [e.g., $2,000/month for content and ads combined]
</client-context>
<instructions>
Create a comprehensive KPI framework with:
1. Awareness KPIs (3-4 metrics with 30/60/90-day targets)
- Include follower growth rate, reach, impressions, and share of voice if applicable
- Explain what each metric measures and why it matters for this specific business
2. Engagement KPIs (3-4 metrics with targets)
- Include engagement rate, comment quality, saves/bookmarks, and content-specific metrics
- Note industry benchmarks for B2B SaaS on each platform
3. Conversion KPIs (3-4 metrics with targets)
- Include website clicks, free trial signups attributed to social, email list additions
- Explain the conversion funnel from social impression to trial signup
4. Content Performance KPIs (2-3 metrics)
- Best-performing content types, posting time optimization, caption length analysis
5. Reporting Cadence
- What to measure weekly vs. monthly vs. quarterly
- What to include in the monthly client report vs. keep for internal optimization
Set realistic targets based on the current performance baseline and industry benchmarks for B2B SaaS companies.
</instructions>Prompt 5: Competitive Analysis Report
For analyzing competitor social media presence and identifying opportunities.
Write a social media competitive analysis for a client.
<client-info>
- Client: [e.g., FitPulse Studio — boutique fitness studio in Austin, TX]
- Platforms: [e.g., Instagram, TikTok]
- Current followers: [e.g., Instagram: 3,200, TikTok: 800]
</client-info>
<competitors>
Competitor 1:
- Name: [e.g., @orangetheoryaustin]
- Followers: [e.g., Instagram: 12,000, TikTok: 4,500]
- Posting frequency: [e.g., 5-6x/week Instagram, 3x/week TikTok]
- Content style: [e.g., High-energy workout clips, member transformations, motivational quotes]
- Engagement: [e.g., Average 3.2% engagement rate, strong Reel performance]
Competitor 2:
- Name: [e.g., @barrethreeaustin]
- Followers: [e.g., Instagram: 8,500, TikTok: 1,200]
- Posting frequency: [e.g., 4x/week Instagram, 1x/week TikTok]
- Content style: [e.g., Beautiful studio photography, instructor spotlights, wellness content]
- Engagement: [e.g., Average 2.8% engagement rate, carousel posts perform best]
Competitor 3:
- Name: [e.g., @crossfiteastaustin]
- Followers: [e.g., Instagram: 5,800, TikTok: 3,000]
- Posting frequency: [e.g., Daily Instagram, 4x/week TikTok]
- Content style: [e.g., Raw workout footage, community events, nutrition tips, heavy TikTok focus]
- Engagement: [e.g., Average 4.1% engagement rate, TikTok videos regularly hit 10K+ views]
</competitors>
<instructions>
Write a competitive analysis report with:
1. Landscape Overview — Where does our client sit relative to competitors in terms of follower count, engagement, and content quality?
2. Competitor Strengths — What is each competitor doing well that we can learn from? Be specific about content types, themes, and tactics.
3. Competitor Weaknesses — Where are competitors falling short? What gaps exist in the market that our client can fill?
4. Content Differentiation Opportunities — 5 specific content strategies or angles that none of the competitors are doing well (or at all) that would help FitPulse stand out.
5. Tactical Recommendations — 3-5 specific actions to implement in the next 30 days based on this competitive intelligence.
Frame this as a strategic document, not just a comparison chart. Explain the "so what" behind every observation.
</instructions>