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Use Case: Quarterly Goal One-Pager (Works with Your CRM + Ad Account)

Turn a client's quarter into a results and goals one-pager.

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Written by Victor Couto

🔌 Works best with your ad account and CRM. Connect them and Jeremy AI starts from your real results. It only reads.

Paste a client's last-quarter results and the goals they stated. Get one file back: a results table, a goals table, an action plan in their own words, their risks and a claims check. It doesn't calculate anything new. Nothing is shared.

You'll see the SAMPLE client data pasted in with the rules, the one-pager built at 5x speed, the file saved with nothing shared, the last quarter table, the goals, actions and risks as stated and the claims check with the missing items flagged.

What this use case does and who it's for

Quarterly planning with a client usually means a meeting, a spreadsheet and a lot of cleanup. The notes end up scattered. The goals shift between calls.

Here's the shortcut. Give Jeremy AI the client's results and the goals they said out loud. It writes a one-page plan you can read in a minute. Five parts:

  1. A last quarter table. Four columns: metric, July, August and September.

  2. A goals table. Four columns: goal, starting point, target and owner. One row per goal.

  3. An action plan. One planned action per goal, in the client's own words.

  4. A risks list. Only the risks the client named.

  5. A claims check. Three columns: claim, source and status.

It's for agency owners and account managers who plan the next quarter with a client. It's a draft. Jeremy AI doesn't send or share anything.

What you need before you start

  • A Jeremy AI account. Nothing to connect to try the sample.

  • The client's results by month, and the goals they stated, with a starting point, a target and an owner for each. The sample is made up: Iron Yard Gym, owner Sam P, two locations, planning October to December for SAMPLE Lumen Growth.

  • Their own words for the planned actions and their own list of risks.

  • The rules for what the one-pager must never do. The sample uses HARD RULES: never infer a tool, owner or detail, never calculate a new number like a change, average, total or percentage, never set a target the client didn't state, no offers, and never address you by name.

How to set it up

You use the default Jeremy AI worker. There's nothing to build.

  1. Open Jeremy AI. From the dashboard, type in the main box. Check the worker selector says Jeremy AI.

  2. Paste the prompt below. Swap your own client data in where the sample one is.

  3. Click Send message.

  4. Wait. The walkthrough runs this at 5x speed. In real time it took about 40 seconds.

  5. When it says the file is saved, read the chat summary first.

  6. Open the file card and read the last quarter table.

  7. Scroll to the goals table. Check the starting points, targets and owners against what the client said.

  8. Read the action plan, the risks and the claims check.

The prompt

This is the exact prompt from the walkthrough. The agency, the client, the owners and every number are SAMPLE and made up. Replace them with yours.

Act as my "Quarterly Planner" worker for SAMPLE Lumen Growth, a paid-ads agency for gym owners (all data below is made up). Turn the SAMPLE client results and goals below into a one-page quarterly goal plan for the client. Create ONE file named quarterly-one-pager.md using the file tool (reply with a short summary only) with: 1) a LAST QUARTER table with exactly 4 columns (metric, July, August, September), 2) a GOALS table with exactly 4 columns (goal, starting point, target, owner), one row per goal, 3) an ACTION PLAN list with one planned action per goal, in the client's own words, 4) a RISKS list using only the risks the client named, 5) a CLAIMS CHECK table with exactly 3 columns (claim, source, status). HARD RULES: never infer a tool, owner or detail not stated; write "not provided"; every table has 4 columns or fewer, short cell text of 12 words or fewer; use ONLY the data below, exact numbers only, never calculate a new number such as a change, average, total or percentage, never set a target the client did not state, and never invent a result, action, owner or deadline; no general claims beyond the data and no claims about what most gyms experience; never offer or mention discounts, bonuses, free trials, giveaways, pauses or downgrades; never address me by name anywhere in the chat reply or the file. Drafts only, nothing is sent or shared.
CLIENT DATA (SAMPLE): Iron Yard Gym, owner Sam P, 2 locations, client of SAMPLE Lumen Growth for 6 months. Quarter being planned: October to December.
LAST QUARTER RESULTS (July / August / September):
- Cost per member: $210 / $178 / $150
- New members per month: 7 / 11 / 14
- Monthly ad budget: $3,000 / $3,000 / $3,000
- Booking page visits per month: 420 / 510 / 640
GOALS THE CLIENT STATED FOR OCTOBER TO DECEMBER, with starting point, target and owner:
1) Lower cost per member: starting point $150, target $130, owner Sam P.
2) Raise new members per month: starting point 14, target 18, owner Sam P.
3) Open a third location booking page: starting point 2 booking pages, target 3 booking pages, owner Rita T (front desk lead).
PLANNED ACTIONS IN THE CLIENT'S WORDS: Goal 1: "Keep only the 2 best ads each month." Goal 2: "Run one campaign per location." Goal 3: "Build the page once the third location opens."
RISKS THE CLIENT NAMED: "Third location opening date is not set." "Front desk is short-staffed on weekends."
Third location opening date and Q4 ad budget: not provided.

Prompting tips and how to adapt it

  • Give the numbers by month. The table has one column per month. Put each number where it belongs.

  • Give each goal a starting point, a target and an owner. The table is only as complete as your data.

  • Use the client's words for actions. The prompt says to keep actions in the client's own words. That keeps you from putting words in their mouth.

  • List the risks they named. The prompt says only the risks the client named. It won't add risks of its own.

  • Say what's missing. In the sample, the third location opening date and the Q4 ad budget are "not provided." Tell it to say so.

  • Ban new numbers. The prompt says never calculate a change, average, total or percentage. If you want a change worked out, work it out yourself and put it in the data.

  • Keep cells short. The prompt says 12 words or fewer.

  • Ask for the claims check. It's how you confirm every line in a couple of minutes.

  • Adapt it. Swap in any client, any months or any quarter. Keep every table to 4 columns or fewer.

The result to expect

One Markdown file named quarterly-one-pager.md, titled "Quarterly Goal Plan: Iron Yard Gym." With the sample data you should see:

  • A header line. "Prepared by SAMPLE Lumen Growth. Quarter: October to December. Draft only."

  • A 4-column last quarter table. Cost per member is $210, $178 and $150. New members per month are 7, 11 and 14. Monthly ad budget is $3,000 each month. Booking page visits per month are 420, 510 and 640.

  • A 4-column goals table with three rows. Lower cost per member, from $150 to $130, owner Sam P. Raise new members per month, from 14 to 18, owner Sam P. Open a third location booking page, from 2 booking pages to 3, owner Rita T (front desk lead).

  • An action plan in the client's words. "Keep only the 2 best ads each month." "Run one campaign per location." "Build the page once the third location opens."

  • A risks list. "Third location opening date is not set." "Front desk is short-staffed on weekends."

  • A 3-column claims check. The cost per member and new members claims "Matches provided data." The third location opening date and the Q4 ad budget are "Not provided."

The chat reply summarizes the file and offers quick follow-ups, like tightening the cell text or adding a notes line for a missing budget. Nothing is shared.

These are sample results from a made-up agency and client. Wording changes from run to run. Read every line before you share it with a client.

Common mistakes and fixes

  • A change, average or percentage appears. Delete it. Remind it: "Never calculate a new number such as a change, average, total or percentage."

  • A target you didn't set shows up. Say: "Never set a target the client did not state."

  • An action sounds like it was written for the client. Say: "Use the client's own words for planned actions."

  • A risk you never heard shows up. Say: "Use only the risks the client named."

  • An owner is made up. Say: "Never infer an owner. Write 'not provided.'"

  • A table has more than 4 columns. Remind it: "Every table has 4 columns or fewer."

  • A cell is too long. Say: "Keep every cell to 12 words or fewer."

  • An offer shows up. Delete it. Remind it: "Never offer or mention discounts, bonuses, free trials, giveaways, pauses or downgrades."

  • A general claim sneaks in. Delete it. Remind it: "No claims about what most gyms experience."

  • You send it as is. Don't. Read it once, then share it with the client yourself.

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