Marketing Report Automation

Overview

What we deliver

We automate marketing reporting so leaders get accurate, AI-summarized insights every week without anyone exporting a single CSV.

Marketing teams burn hours each week pulling numbers from ad platforms, analytics tools, and CRMs into slide decks. We replace that work with automated pipelines and dashboards that combine paid, organic, web, and pipeline data into one source of truth. Our team audits your stack, defines the metrics that matter for each audience, and builds connectors that refresh data automatically. AI generates plain-language summaries of what changed, what drove it, and what to do next. Stakeholders get the format they need, whether that is a board-ready slide, an email digest, or a live dashboard. We also build alerts for anomalies so issues get caught early. The result is a marketing function that spends less time reporting and more time acting on insights, with leaders who trust the numbers and can move quickly on what the data shows.

Fit Check

Built for teams like yours

Who it's for

CMOs and marketing leaders
Demand generation teams
Marketing operations managers
Agency client services teams
RevOps and analytics leads

Pain points we solve

Hours wasted on manual reporting
Conflicting numbers across teams
Slow response to performance changes
Reports that lack narrative or insight
Stakeholders asking for ad hoc views

What's included

Capabilities

Everything we cover in this engagement.

Data source audit and metric definition
Pipeline and connector setup
Unified data warehouse modeling
Dashboard and report design
AI narrative generation
Anomaly detection and alerts
Stakeholder-specific report formats
Ongoing maintenance and updates

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We review data sources, tools, and reporting needs.

02

Model

We define metrics and build the data model.

03

Build

We create dashboards, digests, and AI summaries.

04

Validate

We reconcile numbers with your teams.

05

Operate

We monitor pipelines and refine on feedback.

What you get

Deliverables & outcomes

What you get

Documented metric definitions
Connected data pipelines
Executive and team dashboards
Weekly AI-written digest
Anomaly alert configuration
Maintenance playbook

Outcomes you can expect

Hours of manual reporting eliminated
Consistent numbers across teams
Faster response to performance shifts
Clearer insights for executive review
Higher trust in marketing data

Timeline

5 to 8 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

Looker Studio, BigQuery, Supermetrics, HubSpot, Google Analytics

KPIs we track

reporting hours saved, data freshness, dashboard usage, anomaly response time, decision velocity

Client stories

What clients say

"

We had been prototyping an AI quoting agent for nine months and could not get it past demo quality. They came in, scoped a real eval set, swapped our retrieval layer, and added guardrails for the edge cases that kept burning us. Went live in seven weeks. It now handles 41 percent of inbound quote requests without a human touching them.

Kyle A.

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

Proof