01
Bring the numbers together
Someone downloads reports from each platform, aligns the dates and columns, and combines them in a spreadsheet. The tool can pull weekly figures from connected platforms or work from reports your team uploads.
P / 03AI applications
How much time goes into reconciling the numbers before your weekly ad review?
Before the meeting, someone has to export ad spend and enquiry counts, then work through the sales records to see which enquiries led to quotes or orders. Only then can they start writing up what changed that week. I can build a tool around the way your team already works. Here’s what it can take on.
A small example, from records to review
Illustrative records only. These are fictional examples, not client results.
02
Match enquiries to sales
Someone works back through sales records to find the ad behind each enquiry. The tool can link enquiries, quotes and orders using form IDs or ad tracking data. It sets aside duplicates and records with missing sources for your team to check.
01MatchedGroup enquiries, quotes and sales
02Needs reviewCheck duplicates and missing sources
03
Draft the weekly review
Someone calculates cost per enquiry and cost per sale for each ad, compares the results and writes up what needs attention. The tool calculates cost per enquiry and cost per sale for each ad. AI then drafts a short commentary from those figures. If enquiries got cheaper this week but most of the new leads are still open, the draft flags them for follow up and shows the numbers behind that note. Your team decides which ads need more time, where to test a higher spend, and what budget changes to approve.
Website analysis. Where do shoppers leave after adding to their basket?
Compare checkout steps by device. If mobile shoppers drop off at account creation, test guest checkout and compare the share who complete payment.
Social media monitoring. What keeps coming up after a product launch?
AI groups comments and authorised messages by topic and keeps the original wording. If people keep asking whether it fits the old model, answer that in your next post.
Start with one campaign
Let’s try this with your existing enquiries and sales. We’ll see how many orders we can trace and how much time your team saves checking records each week. Your team starts the meeting with the exceptions and the changes that need attention.
Talk to Philip about your workflow