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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.

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The 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.

AI reporting

Everything you need, set up in your own account.

$3,950 AUD (excl. GST)

  • •  Working session to decide what you should be measuring, and what you can stop

  • •  Claude set up with your business context, so it isn't starting cold every time

  • •  A defined set of prompts and workflows, written down rather than living in one person's head

  • •  Up to three data sources connected and mapped

  • •  A report template that outputs the same structure monthly, so months are comparable

  • •  Handover session where your team drives and I watch

  • •  A written playbook you own and can hand to the next person who joins

  • •  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

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.

Work with me