How do you currently create Instagram audit reports for clients?

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For client audits, I would separate the report into two layers: a short decision summary up front and the supporting evidence behind it. The first page can cover the three biggest opportunities, what to stop or continue, and the next 30-day test plan. Then include examples of the account content, audience signals, and the metrics that led to each recommendation.\n\nThe part that tends to make an audit useful is connecting observations to actions. “Engagement is low” is not very actionable, but “carousel saves are strong while reach drops after the first slide, so test a clearer first-slide promise and compare completion rate” gives the client something they can actually change.\n\nI would also avoid treating every metric as equally important. Pick a small set based on the client’s goal, such as qualified profile visits, inquiries, or saves, and show a simple before-and-after comparison on follow-up audits. That keeps the PDF from becoming a polished data dump.

PDF generation is the easy part — the real work is pulling consistent data and turning it into a client-ready narrative. I use Claude Code + OpenClaw to automate the data gathering and analysis (engagement trends, posting cadence, top-performing formats), then pipe that into a lightweight template. The PDF itself is a few lines of code; the audit's value is in the insights.