Recipes
Client reporting recipes for Claude and ChatGPT.
Decks, dashboards, Slack alerts and scheduled emails, each set up from one prompt. Maven supplies the data and the checks. Here is what each one built.
Recipes
What each recipe builds.
Every example is a fictional client with illustrative data.
Monthly client performance review.
A 13-page monthly performance review deck for each agency client, from one prompt in Claude or ChatGPT. See every page of a fictional sample.- Slide deck, 13 pages
Lead-to-revenue dashboard.
A live B2B dashboard: which ad spend produced SQLs, pipeline and closed-won deals, by channel, campaign and ad. See 10 views of a fictional sample.- Live dashboard, 10 views
Tracking health alerts.
Slack alerts when a conversion breaks, plus a Monday digest, set up from one prompt in Claude or ChatGPT. See a fictional client’s channel.- Slack alerts, 9 messages
Budget pacing for every client.
A pacing dashboard for every agency client plus a daily Slack digest, set up from one prompt in Claude or ChatGPT. See 8 views of a fictional sample.- Live dashboard, 8 views
Monthly organic search report.
A monthly SEO report emailed on the 1st with the full report attached as a PDF, ready to forward. See the email a fictional home-improvement chain gets.- Scheduled email, 9 sections
Weekly client brief.
A Monday 8am email to your client with last week’s KPI scorecard, campaign statuses, calls answered and decisions, set up once in Claude or ChatGPT.- Scheduled email, 9 sections
