Service template

Automate recurring marketing analysis

The illustrative team repeats the same weekly cohort and rule audits manually; queries, assumptions and decisions are spread across files.

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Business result

Repeatable analyses with visible inputs, limitations, review ownership and shorter time to a useful decision.

Next step
Define the project scope
Working output
Project brief
Unit of analysis
Analysis definition × run × source cutoff × finding
Decision owner
Marketing Analytics Lead

Project scope and delivery

  • Automate one recurring analysis from source checks to a reviewer-ready finding and replay historical cases.
  • Name the included environment, markets, segments and explicit exclusions.
  • Agree source availability, reporting delays, review cadence and decision ownership.
  • Define the first checkpoint and acceptance checks; confirm access and commercial terms separately.

Acceptance checks

  • Runs retain definitions, cutoff and source checks; missing evidence is explicit.
  • Reference replay passes and a reviewer owns release of each finding.

Deliverables

  • A project scope with sources, responsibilities and acceptance checks
  • Agreed scope, source requirements, responsibilities and acceptance checks.
  • A working brief for a readiness and delivery conversation, not a completed investigation.