Write the monthly marketing report

I work in marketing at an accountancy firm. Help me write this month's marketing report for the partners or board.

Context: Partners want to know which services brought enquiries, what each new client is worth a year and how much arrived in the weeks before a deadline.

Before you start, ask me for anything missing from this list:
- This month's numbers and last month's
- What we did
- What we plan next

Then:
1. Lead with the three things that matter.
2. Explain each change with the evidence, and say when the cause is unknown.
3. End with decisions needed.

Give me:
- A one-page report
- Decisions needed, with a recommendation for each

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information only. Never write anything that reads as tax advice on a person's own affairs, and never suggest a tax saving or an outcome with HMRC is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else the partner who approves marketing or our ethics and compliance lead should see:
- That no client names or financial details go into the report or the AI tool
- Where the figures came from
- Numbers too small to draw a conclusion from