Recipe · Claude and ChatGPT
A weekly KPI scorecard in your client’s inbox every Monday.
Set it up once in Claude or ChatGPT. Every Monday at 8am, your client gets last week’s report by email: results against the week before and the plan, a status for every campaign, calls answered, pacing and the decisions to make this week.
What comes back
A Monday email your client can read in a minute.
Each part of the email, from the sample.
In the inbox at 8am, every Monday.
Your client gets last week’s report from Maven as a PDF and a PNG, with a short note that names the report and its dates. Mail apps that preview images show the PNG in the message, and the PDF is there to forward.The whole week on one screen.
Spend, leads, calls and booked jobs against last week and the month’s plan, every platform with its status, and the week’s flags.Every campaign, creative and test.
Each campaign On Track, Watch or At Risk with the reason, the creatives to keep and cut, and which headline won its test.Calls, pacing, then the decisions.
Calls answered on weekdays and weekends, where the month’s spend is heading, a check that every source is current, and one decision for each flag.
The sample
All 9 sections of Lumen Garage Doors’ Monday email.
Lumen Garage Doors, a garage-door brand of Harborpine Franchise Group, and its agency, Cobaltway Demand, are fictional, and every number is illustrative. Open a section to see it full size with its numbers.
Section 1 of 9Inbox
The brief arrives every Monday at 8:00 AM.
From Maven, with last week’s report attached as a PDF and a PNG.
- Maven Lumen Garage Doors weekly brief — 2026-10-19 to 2026-10-25 Lumen Garage Doors weekly brief 2026-10-19 → 2026-10-25 The full report is attached as PDF and PNG. 8:00 AM
- Lumen Colorado Springs Weekend phone coverage Saturday was our busiest day since the truck wraps went out. Can we talk about who picks up on weekends? Sun
- Cobaltway Demand Colorado Springs launch photos The truck wrap photos are in the shared folder, with the local awareness ads that went live on the 19th. Fri
- Lumen Denver North Spring stock for the cold snap We went through torsion springs faster than planned this week and reordered on Thursday. Thu
- Harborpine Franchise Group Q4 co-op marketing calendar November and December co-op dates for all ten brands, with the holiday blackout days. Wed
- Maven Lumen Garage Doors weekly brief — 2026-10-12 to 2026-10-18 Lumen Garage Doors weekly brief 2026-10-12 → 2026-10-18 The full report is attached as PDF and PNG. Oct 19
- Harborpine Franchise Group Franchisee newsletter, October New territory openings, the winter service checklist and the month’s top reviews. Oct 16
- Maven Lumen Garage Doors weekly brief — 2026-10-05 to 2026-10-11 Lumen Garage Doors weekly brief 2026-10-05 → 2026-10-11 The full report is attached as PDF and PNG. Oct 12
Section 2 of 9The email
The email opens on the week’s report.
Maven’s note names the report and its dates. The PNG shows below it in mail apps that preview images, and the PDF is the same report.
- Lumen Garage Doors weekly brief — 2026-10-19 to 2026-10-25
- Maven <mail@metricmaven.io> To: Lumen Garage Doors marketing
- Mon, Oct 26, 2026 at 8:00 AM
- Lumen Garage Doors weekly brief
- 2026-10-19 → 2026-10-25
- The full report is attached as PDF and PNG.
- PDF lumen-garage-doors-weekly-brief.pdf 1.5 MB
- PNG lumen-garage-doors-weekly-brief.png 1.2 MB
Section 3 of 9Scorecard
Leads up 34% on last week, at 123% of plan; 1 campaign at risk.
Against Oct 12–18 and the October plan. Microsoft Ads data runs through Oct 23, so both weeks use the same days.
| Platform | Spend | vs last wk | Leads | vs last wk | vs plan | Cost / lead | Status |
|---|---|---|---|---|---|---|---|
| Google Ads | $11.1K | ▲ 18% | 352 | ▲ 50% | 131% | $31.56 | At Risk |
| Meta | $5,632 | ▲ 33% | 156 | ▲ 12% | 113% | $36.10 | On Track |
| Microsoft Ads to Oct 23 | $1,318 | ▲ 24% | 57 | ▲ 16% | 110% | $23.13 | No status |
| Total | $18.1K | ▲ 23% | 565 | ▲ 34% | 123% | $31.97 |
- Spend $18.1K ▲ 23% vs last week 112% of plan ($16.2K)
- Leads 565 ▲ 34% vs last week 123% of plan (458)
- Cost per lead $31.97 ▼ 8.3% vs last week 91% of plan ($35.30)
- Calls from ads 457 ▲ 53% vs last week No plan set
- Calls answered 86% ▼ 2.1% vs last week Weekend 66%
- Booked jobs 166 ▲ 30% vs last week No plan set
- 6 On Track
- 1 Watch
- 1 At Risk
- 3 No status
- Emergency repair pace 121%
- 1 creative to cut
- Headline B wins its test
- Weekend calls answered 66%
- Microsoft Ads 2 days behind
Section 4 of 9Campaigns
6 campaigns on track, 1 to watch, 1 at risk.
Each campaign this week against its October plan, with spend pace to month end.
| Status | Campaign | Spend | Leads | vs last wk | vs plan | Cost / lead | Month pace | Why |
|---|---|---|---|---|---|---|---|---|
| At Risk | Search – Emergency repair | $4,811 | 151 | ▲ 132% | 167% | $31.86 | 121% | Month pace 121% |
| Watch | Search – New garage doors | $2,022 | 28 | ▲ 75% | 86% | $72.22 | 100% | Leads 86% of plan; cost per lead 116% of plan |
| Campaign | Leads | vs last wk | vs plan | Month pace |
|---|---|---|---|---|
| Search – Brand | 73 | ▼ 8.8% | 103% | 99% |
| New door quote – Lead form | 71 | ▲ 20% | 119% | 98% |
| Tune-up & repair – Prospecting | 70 | ▼ 13% | 109% | 100% |
| Local Services – Garage door repair | 64 | ▲ 14% | 116% | 99% |
| PMax – New doors & openers | 36 | ▲ 100% | 188% | 99% |
| Colorado Springs launch – Local awareness | 15 | n/a | 111% | 101% |
| Campaign | Spend | Leads |
|---|---|---|
| Search – Brand | $243 | 25 |
| Search – Emergency repair | $738 | 28 |
| Search – New garage doors | $337 | 4 |
Section 5 of 9Creatives
Carousel – Winter-ready doors, 4 cards led with 53 leads; 1 creative to cut.
Image and video creatives this week. Search ads are in the test below.
- Meta carousel Carousel – Winter-ready doors, 4 cards Leads 53 ▲ 1.9% CTR 1.18% Cost / lead $26.15
- Meta image Lead ad B – See it first Leads 42 ▲ 20% CTR 0.89% Cost / lead $21.37
- Meta image Lead ad A – Get a quote Leads 29 ▲ 21% CTR 0.86% Cost / lead $30.95
- Google Ads asset group PMax asset group – New doors Leads 21 ▲ 110% CTR 1.59% Cost / lead $41.57
- Meta image Static – $89 tune-up Leads 7 ▼ 46% CTR 0.51% Cost / lead $88.40 CTR 56% below its peak, frequency 4.9
Section 6 of 9Test
Headline B won the New-door lead ad test: 7.5% of clicks became leads, against 5.2%.
Leads per click since each test started on Oct 5.
| Test | Variant | Clicks | Leads | Rate | Result |
|---|---|---|---|---|---|
| New-door lead ad Meta, since Oct 5 | A | 1,471 | 77 | 5.2% | B wins |
| B | 1,515 | 113 | 7.5% | 99% chance B is better | |
| New-door search ad Google Ads, since Oct 5 | A | 580 | 36 | 6.2% | No winner yet |
| B | 557 | 32 | 5.7% | 63% chance A is better |
- Headline A Get a new garage door quote 1,471 clicks, 77 leads Retire
- Headline B See your new door before you buy 1,515 clicks, 113 leads Winner
Section 7 of 9Calls
Weekend calls answered fell to 66%, from 82% over the 4 weeks before; weekdays held at 91%.
Calls from paid ads tracked in CallRail. 30 of this week’s 62 missed calls came on the weekend.
| Territory | Calls | vs last wk | Weekday answered | Weekend answered | Weekend missed |
|---|---|---|---|---|---|
| Denver South | 113 | ▲ 41% | 93% | 65% | 8 |
| Denver North | 111 | ▲ 39% | 91% | 67% | 7 |
| Colorado Springs | 109 | ▲ 114% | 91% | 67% | 7 |
| Boulder–Longmont | 64 | ▲ 39% | 90% | 67% | 4 |
| Fort Collins–Loveland | 60 | ▲ 43% | 90% | 64% | 4 |
| All territories | 457 | ▲ 53% | 91% | 66% | 30 |
Section 8 of 9Pacing
October spend is heading to 104% of plan; Search – Emergency repair to 121%.
Spent to Oct 25, projected to Oct 31 at the last 7 days’ daily rate.
| Platform | Budget | Spent | Projected | Spend pace |
|---|---|---|---|---|
| Google Ads | $42.0K | $35.1K | $44.7K | 106% |
| Meta | $21.5K | $16.5K | $21.3K | 99% |
| Microsoft Ads to Oct 23 | $6,500 | $5,025 | $6,980 | 107% |
| Total | $70.0K | $56.7K | $73.0K | 104% |
| Campaign | Budget | Projected | Over |
|---|---|---|---|
| Search – Emergency repair | $14.0K | $16.9K | $2,891 |
Section 9 of 9Decisions
5 decisions for this week.
Each one comes from a flag above.
- 1 Set the Search – Emergency repair budget for the rest of October Heading to $16.9K against a $14.0K budget (121%). Google Ads. Budget
- 2 Pause Static – $89 tune-up CTR 56% below its peak, frequency 4.9. Tune-up & repair – Prospecting. Creative
- 3 Cover weekend calls 66% of weekend calls answered, against 91% on weekdays; 30 missed. CallRail. Calls
- 4 Use headline B in New door quote – Lead form “See your new door before you buy”: 7.5% of clicks became leads, against 5.2%. Test
- 5 Hold Microsoft Ads numbers until its data catches up Data through Oct 23, last run failed. 3 campaigns have no status. Data
- Google Ads to Oct 25
- Meta to Oct 25
- Microsoft Ads 2 days behind, last run failed
- CallRail to Oct 25
- HubSpot to Oct 25
- GA4 to Oct 25
Get started
Three steps to the first Monday email.
Connect once and set up the email. It arrives every week after that.
- 1
Connect the client’s accounts.
Ad platforms, call tracking, the CRM and GA4, connected in Maven with the tracking checked. - 2
Add Maven to ChatGPT or Claude.
Claude: Settings → Connectors. ChatGPT: Settings → Apps & Connectors, as a custom connector. The steps are in the Maven connector guide. - 3
Schedule the email.
Open the recipe in Claude or ChatGPT with the prompt filled in. Name the client and who gets the email, and share the month’s plan. A recipient outside your Maven workspace confirms their address once before the first Monday.
Set up the email before next Monday.
It opens Claude or ChatGPT with the prompt filled in. Maven needs to be connected there first.