Automated Weekly Marketing Performance Report

This insurance broker was juggling various marketing tools: Google Ads, Meta, TikTok Ads, Mailchimp, GA4, HubSpot...

Every Monday, the Acquisition Manager spent half her day copying and pasting figures into a Google Slides presentation for the Executive Committee. The comments were rushed, insights were rarely actionable, and no one on the ExCo really read them.

Her request: Make this report readable, useful, and above all, stop me from spending my entire morning on it.

We delivered a fully automated weekly report:

• Connectors to all 7 tools, consolidated in a lightweight data warehouse
• Calculation every Sunday evening of the metrics that matter: CAC per channel, projected LTV, conversion rate per stage
• AI-written commentary: what moved, the likely reasons why, and what should be tested next
• Short format (one page, 3 charts) delivered every Monday at 8:00 AM to the ExCo's inbox
• Long version available for the Acquisition Manager with campaign-level details

The Acquisition Manager got her Monday mornings back. The ExCo now reads the report before the meeting and makes decisions based on the suggested tests.