The Quarterly Campaign Analysis agent runs your retrospective — actuals vs. goals, what drove the results, and the 3–5 concrete changes to make next quarter — so your retrospective process produces direction, not just documentation.
The problem
Quarterly reviews are backward-looking documents that get filed and forgotten
You know which campaigns underperformed — you don't know why, which makes the same mistakes likely next quarter
Marketing's retrospective and sales' retrospective tell different stories about the same quarter
Your quarterly recap is a 40-slide deck that takes two weeks to build and gets reviewed in 30 minutes
How it works
01
Actuals vs. goals by channel and campaign
Share your quarter's performance data. The agent compares actuals to targets, identifies where you beat expectations and where you fell short, and prioritises the gaps worth diagnosing.
02
Root cause analysis
For each underperforming area, the agent builds a structured root cause analysis — was it a targeting problem, a messaging problem, a channel problem, or an execution problem? Specific and honest.
03
Forward recommendations for next quarter
The 3–5 concrete changes to strategy, budget allocation, or execution that should change next quarter — with the rationale and expected impact for each.
What you get
Actuals vs. goals summary: performance by channel, campaign, and funnel stage
Root cause analysis for the top 3 underperforming areas
What-worked summary: the plays to double down on next quarter
Forward recommendations: specific changes to strategy, budget, or execution for Q+1
Board-ready summary: one-page version of the retrospective with the key insights
Common questions
What data do I need to share for a useful analysis?
+How long does the analysis take?
+What if the quarter went really well?
+Can I use this to align marketing and sales on what happened?
+30-day free trial. No credit card. Cancel anytime.
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