Create a HubSpot campaign-performance reality brief with Claude

Write a one-page operating charter for campaign performance and downstream revenue reality before exporting any data. State the exact decision this workflow supports: which campaigns should be scaled, fixed, investigated, paused, or given more time. Define the in-scope business units, pipelines, regions, date window, record types, and exclusions, then name one analysis owner, one HubSpot data owner, and one final approver. Record the review cadence as weekly and specify where evidence, approvals, and exceptions will be stored. Review the charter with the approver and do not proceed until the scope and decision rights are accepted.

Convert the operating policy into a rule register that can be checked against HubSpot records. Create one row per rule with rule_id, rule_name, business_reason, required_fields, calculation_or_test, pass_condition, exception_code, severity, owner, and policy_version. Start with these minimum checks: reporting windows are consistent, campaign membership and asset associations are complete, pipeline is not counted before the qualifying touch, week-over-week changes use the same denominator, and small samples are labeled and not overinterpreted. Give every rule an example that should pass and an example that should fail so reviewers interpret it consistently. Have the business owner approve the rule register and record any unresolved policy questions before data is scored.