AI Reporting Setup
Your monthy report should take twenty minutes, not two days
I set up a reporting system built around the numbers that actually change a decision, then hand it over so your team owns it. No ongoing dependency on me, no black box, and no subscription to another dashboard tool you'll forget you're paying for. Ten business days from kick-off, one fixed price, and a written playbook you keep.
Work with meThe first three days of every month disappear into the same job.
Your numbers live in HubSpot, GA4, Search Console, LinkedIn and a spreadsheet somebody built two years ago. Someone on your team pulls them together by hand, drops them into the same deck as last month, and writes the same three lines of commentary underneath. By the time it's finished the month is a quarter gone and there's no time left to act on what it says.
There's a second problem hiding underneath the first. Half the numbers in that report are only there because they were in last month's report. Nobody has asked in two years whether they still mean anything, and a report full of metrics nobody acts on is just a very slow way of proving you were busy.
Automating the assembly without fixing the second problem gets you to the wrong answer faster. So this starts with a working session on what you should be measuring, and only then builds the thing that measures it.
Everything you need, set up in your own account.
$3,950 AUD (excl. GST)
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• Working session to decide what you should be measuring, and what you can stop
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• Claude set up with your business context, so it isn't starting cold every time
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• A defined set of prompts and workflows, written down rather than living in one person's head
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• Up to three data sources connected and mapped
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• A report template that outputs the same structure monthly, so months are comparable
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• Handover session where your team drives and I watch
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• A written playbook you own and can hand to the next person who joins
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• 30 days of email support while you bed it in
Ten business days from kick-off. If your data is spread across more systems than three, that's a scoped variation quoted before we start, but the headline number holds.
Frequently Asked Questions
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What do we need in place before we start?
A paid Claude plan on your own account, and confirmation from your admin that Cowork and cloud sessions are switched on. That second one catches people out - on Enterprise plans cloud sessions are off by default, so it's worth checking rather than assuming. The scoping form asks all of this up front, so if something's disabled we sort it before you're invoiced rather than on day three of the build.
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Do you need access to our systems or our computers?
No. I build the setup, package it, and you install it into your own account. If you're on a Team or Enterprise plan your admin can push it to everyone at once. The handover session is a screen-share where your team drives, which is also rather the point - a system you've never touched isn't one you'll still be using in six months.
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What about our data?
Everything runs inside your own account under your own plan's terms. You authorise the connections to HubSpot, GA4 or wherever else your numbers live, so I never hold credentials for your systems. Part of the working session is agreeing what does and doesn't go in. Most teams want a clear line around client-confidential material, and it's much easier to draw that line at setup than unpick it later.
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Does this replace our analyst or our agency's reporting?
No. It replaces the manual assembly — the pulling, pasting and formatting. Someone still has to read the report and decide what to do about it, and that should be a person who knows your business.
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What if it gets a number wrong?
The system works from data you give it rather than from memory, and the playbook includes a verification step before anything goes to a stakeholder. A human still signs off. Anyone selling you a reporting setup that removes that step is selling you a problem.
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We've tried using AI for this before and it didn't stick. Why is this different?
Because most attempts start with the tool and never get to the thinking. If nobody has decided which numbers matter, no amount of automation helps. The working session is the part that makes the rest work, and the playbook is what stops the whole thing evaporating when the person who set it up goes on leave.
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Who is this not right for?
If you need enterprise BI across a data warehouse with governance requirements, you want a data specialist and I'll tell you that on the call rather than after the invoice. If nobody on your team will own it after handover, it won't stick and I'd rather you spent the money elsewhere. And if your IT policy blocks AI tools outright, that's a conversation to have internally first - I can help you build the case, but I can't win that argument for you.
Stop rebuilding the same report.
Twenty minutes on a call will tell you whether this is worth doing. I'll ask where your numbers live and how long reporting takes you now, and if it isn't the right fix I'll say so.