// workflow-marketing-intelligence

Stop reporting on the work. Start understanding what to do.

Marketing reporting eats hours every week, and the worst part is most of it is data movement — pulling numbers between platforms, formatting decks, rebuilding the same charts. The actual analysis happens in the last ten minutes if at all. We install the system that handles the synthesis: ranked recommendations, what changed, what to do about it, with the data already in place.

Where the work leaks.

Every marketing team has the weekly Frankenstein report. Six platforms, four spreadsheets, one deck. Hours of pulling and pasting. By the time the report is done, the analysis budget is gone — so the report goes out as "here's what happened" instead of "here's what to do about it." The team that should be making decisions is making decks.

Reporting eats analysis. The system is built to swap them.

What we install.

A cross-channel intelligence layer that pulls the data, writes the narrative, ranks the recommendations, and lands the right version of the brief in the right inbox.

// inputs

Ad platforms · CRM · email · analytics

// 01 intake

Pulls + normalizes the data

// 02 memory

Goals · campaigns · learnings

// 03 synthesis

Ranks what changed, drafts recs

// 04 approval

Marketing lead reviews

// 05 execution

Stakeholder briefs sent

// the loop runs every week. analysis replaces reporting.

Cross-channel Reporter

Pulls from analytics, ad platforms, CRM, email, and ecommerce. Writes the narrative in your team's voice, not in chart-dump-speak.

Campaign Monitor

Watches active campaigns for anomalies and surfaces what needs attention before the next planning cycle, not after.

Recommendation Generator

For each surfaced anomaly or opportunity, drafts a "what to do about it" with the rationale and the expected impact.

Stakeholder Brief Generator

Different versions for different audiences (exec one-pager, CMO deep-dive, channel-lead detail) from the same source of truth.

Post-mortem Archive

Every campaign retrospective stored, queryable, with learnings carried forward to the next campaign.

What it produces.

The marketing function stops being a reporting machine.

Weekly cross-channel performance brief — what happened, what changed, what to do.
Stakeholder-specific versions — exec one-pager, CMO deep-dive, channel-lead detail. Same source, right depth per reader.
Real-time anomaly alerts — spend spike, conversion drop, channel decay. Surfaced when they happen, not at the next Monday review.
Ranked recommendations — with the reasoning, the expected impact, and the dependencies named.
Queryable post-mortem archive — every campaign learning carried forward instead of forgotten.

How it installs.

// time to live: 30-60 days, depending on the channel mix and data sources.
// tier: Department Deployment — Marketing. Typically follows the Executive Layer.
// buyer: CMO or head of marketing, with CEO sign-off.
// stack: Whichever ad platforms you run on (Meta, Google, TikTok, LinkedIn), whichever email tool, whichever CRM, whichever ecommerce platform. We meet the stack where it is.
// scope: Setup plus monthly operating retainer. We tune the narratives to your team's voice, expand the recommendation logic as the season changes, and add channels as you scale.

How many hours does your team's report eat each week?

30-minute call. Tell us your channel mix, your reporting cadence, and where the analysis breaks down. We'll show you what the brief would look like.

Book a call →