1
Define the report thesis and recurring sections
1 hour
1 hour
Before collecting data, define the report's purpose, audience, industry boundary, and recurring section structure. Choose 5-7 sections such as executive summary, market signals, customer behavior, technology shifts, funding and M&A, regulatory changes, and strategic implications. This gives the AI a consistent frame for every quarter.
Output
A quarterly report blueprint with audience, thesis, and recurring sections.
Claude
Pro tip
Recurring reports need a stable structure. Readers should know what to expect each quarter, even as the insights change.
Prompt template
Create a quarterly industry report blueprint.
Industry: {{industry}}
Audience: {{audience}}
Business objective: {{business_objective}}
Company point of view: {{company_pov}}
Available source types: {{source_types}}
Return:
1. Report thesis
2. Target reader and what they care about
3. 5-7 recurring sections
4. What data belongs in each section
5. What should be excluded
6. Recommended report length
7. Tone and editorial guidelines
Make the structure repeatable for future quarters.