Workflow library
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Automate client performance reporting from source data to narrative, charts, and actions
Turn approved client performance exports into a repeatable reporting package with reconciled metrics, plain-English analysis, chart instructions, decisions, owners, and a clean executive readout without inventing causality.
Output
A repeatable client report with reconciled source metrics, narrative analysis, chart-ready tables, action items, owners, and review notes.
Run a campaign postmortem that separates execution mistakes from strategy mistakes
Turn campaign plans, launch records, performance data, creative, and team notes into a disciplined postmortem that separates strategy errors, execution failures, measurement gaps, and normal variance.
Output
A campaign postmortem with evidence-backed failure modes, preserved wins, root-cause confidence, decisions, owners, and changes for the next campaign.
Prioritize a marketing experiment backlog by expected learning, impact, effort, and risk
Turn a messy list of growth and campaign ideas into a defensible experiment queue by separating the question each test answers, the evidence behind it, expected learning, impact range, effort, dependencies, and downside risk.
Output
A ranked experiment backlog with hypothesis, learning objective, evidence, effort, risk, owner, success rule, and reason for priority.
Model budget reallocation scenarios before moving spend between channels
Turn channel spend, efficiency, capacity, pipeline quality, constraints, and uncertainty into budget scenarios with explicit assumptions and downside risks before moving money.
Output
A scenario plan showing current baseline, reallocation options, assumptions, capacity constraints, risks, expected ranges, and approval conditions.
Turn messy marketing evidence into an executive decision memo
Compress conflicting dashboards, campaign notes, customer evidence, financial constraints, and team recommendations into a short memo that makes the decision, trade-offs, uncertainty, and ask clear.
Output
A concise executive memo with decision, evidence, alternatives, uncertainty, recommendation, risks, and explicit approval or action requested.
Generate a Friday marketing performance memo that explains what changed and what to do next
Turn a week of performance data and campaign context into a short Friday memo that distinguishes results from noise, documents unresolved questions, and leaves the team with named decisions for Monday.
Output
A concise Friday performance memo with verified movements, context, unresolved diagnostics, owner-assigned actions, and a record of what the team decided.
Turn raw campaign exports into a weekly performance report with decisions and owners
Use Claude Cowork to turn messy weekly campaign exports into a short operating report that separates facts from interpretation, documents data gaps, and assigns the few actions that matter.
Output
A weekly campaign report with reconciled metrics, material changes, evidence-backed interpretation, decisions, owners, and a presentation-ready summary.
Create a Mailchimp campaign-performance reality brief with Claude
Separate delivery, engagement, click behavior, audience quality, segment context, unsubscribe risk, and downstream evidence so stakeholders see what a campaign proved and what it did not.
Output
An evidence-linked Mailchimp performance brief, caveat register, and prioritized follow-up actions.
Create a HubSpot campaign-performance reality brief with Claude
Turn campaign activity, contact creation, lifecycle movement, opportunities, pipeline, and revenue into a weekly explanation of what changed, what likely caused it, and what to inspect next.
Output
A concise executive reality brief that separates observed results, plausible explanations, unresolved questions, and recommended investigations.
Build a content performance hypothesis engine from past campaign data
Turn GA4, Search Console, HubSpot, and content metadata into monthly content hypotheses, experiment backlogs, and measurement plans.
Output
Create a monthly content insights system with performance analysis, hypothesis backlog, experiment briefs, and next-month measurement plan.
Create a campaign post-mortem dashboard and lessons report
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.
Output
A campaign post-mortem dashboard, lessons report, and next-campaign recommendation brief your team can reuse after every major campaign.
Run a B2B landing page conversion teardown and fix queue
Score any campaign page for positioning clarity, proof, CTA strength, friction, analytics signals, and conversion blockers, then turn fixes into a prioritized backlog.
Output
Create a scored landing page teardown with rewritten copy, CRO recommendations, and a fix queue your web team can execute.
Build an automated lost-deal analysis that improves messaging
Mine CRM loss reasons, call recordings, and competitor mentions to find recurring patterns your team can turn into better sales messaging and content.
Output
A monthly lost-deal intelligence system that identifies why deals are being lost and converts those patterns into messaging and enablement actions.