Every agency owes its clients an update, and most of the work is collecting numbers from different corners of GoHighLevel. Claude can gather them for you in one conversation, and then help you write the update itself.
Decide what your client cares about
Before you ask anything, pick four or five numbers that matter to this client. For a local service business that is usually:
- new leads this week, and where they came from;
- appointments booked, and how many showed up;
- deals won and their value;
- form submissions on the main landing page;
- anything unusual, such as a spike in lost deals.
Keep the same list every week. Clients trust reports that look the same each time.
Ask for the numbers
Name the sub-account and the week, then ask in plain words:
In Summit Roofing, for last Monday to Sunday: how many new contacts were added, how many appointments were booked and how many were no-shows, and which deals were marked as won?
Claude reads the contacts, calendars and pipeline and gives you the figures. If you want the detail behind a number, ask:
List the won deals with their values.
Which form did most of the new leads come from?
Compare with last week
Numbers alone don't tell a story. Ask for the same figures for the week before:
Now the same numbers for the week before, so I can compare.
A simple "up from 12 to 18" is more useful to a client than a chart they have to interpret.
Turn it into an update
Once you have the figures, ask Claude to draft the message:
Write a short update for the client: three sentences on how the week went, the numbers as a bullet list, and one suggestion for next week. Friendly, no jargon.
Edit the draft so it sounds like you. You know the client; Claude knows the numbers.
Send it the way you normally do
You can send the update from your usual email. If you prefer to send it from GoHighLevel, Claude can send it through the sub-account's conversations, and it will check the wording and recipient with you before it goes out.
Make it repeatable
Save your request somewhere handy, for example in a note in your project management tool. Next week, paste it in again and change the dates. Five minutes, every week, for every client.
Good habits
- Reads are safe. Asking for numbers never changes anything in the account.
- Check anything surprising. If a number looks odd, open GoHighLevel and look. Claude reads the same data you see there.
- Keep the history. Everything Claude looked at is listed in the Activity log, which is handy if a client asks how a figure was worked out.
Looking for more ideas? Try 25 things you can ask Claude to do in GoHighLevel.
