Best for
- B2B teams running multi-channel campaigns that need better learning loops
- Demand gen teams reporting campaign results to leadership
- Marketing ops teams trying to standardize post-campaign analysis
Turn campaign results, channel data, creative notes, and sales feedback into a clear post-mortem that captures what worked, what failed, and what to do next.
A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
7 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Most campaign reviews either celebrate surface metrics or disappear into messy spreadsheets. This workflow creates a repeatable post-mortem system that connects goals, channel data, funnel movement, creative performance, and sales feedback. The result is a clear learning loop instead of a one-off report.
Expected results
Post-mortem time
2-4 hours
A repeatable dashboard and prompt structure reduce the manual work of pulling data, synthesizing notes, and writing the report.
Decision clarity
3-7 next actions
Most campaigns produce a short list of actionable changes when performance data and qualitative feedback are reviewed together.
Reusable learning
1 lessons library
Storing conclusions by campaign type prevents each campaign review from becoming a disconnected one-off document.
Reporting quality
Dashboard plus narrative
Combining a visual dashboard with a written lessons report helps both executives and operators act on the findings.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30 min
30 min
Before pulling data, document what the campaign was supposed to achieve. Work in airtable and google sheets and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 1, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that every claim has a source, every assumption is labeled, and unsupported claims are removed; the expected handoff is A campaign context brief with goals, assumptions, and success criteria.
A campaign context brief with goals, assumptions, and success criteria.
Add a field called 'original bet.' This forces the team to name the strategic assumption the campaign was testing.
1-2 hours
1-2 hours
Export traffic and conversion data from GA4, lead and lifecycle data from HubSpot, and any channel-specific campaign metrics. Work in google analytics 4, hubspot, and google sheets and capture the concrete operating details: source links, buyer context, audience, claims, proof points, owner, review status, and the final deliverable link. Keep the work narrow: complete step 2, record the decision or asset created, and avoid changing unrelated parts of the workflow. Before moving on, check that every claim has a source, every assumption is labeled, and unsupported claims are removed; the expected handoff is A cleaned campaign performance dataset across traffic, leads, pipeline, and revenue.
A cleaned campaign performance dataset across traffic, leads, pipeline, and revenue.
Do not skip UTM cleanup. A messy campaign naming system can make a successful campaign look fragmented or invisible.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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