marketing-performance-report

name	marketing-performance-report
description	Generate a marketing performance report with channel metrics, trend analysis, and actionable recommendations. Triggers on "marketing report", "how are our campaigns doing", "channel performance", "marketing metrics for [period]", "weekly marketing report"
metadata	{"openclaw":{"tags":["marketing","analytics","reporting","performance"]}}

Performance Report

When the user asks for a marketing performance report:

Step 1: Define report parameters

Determine from the user:

• Time period: this week, this month, this quarter, custom range
• Comparison period: previous period, same period last year, custom
• Channels: all channels, specific channels (paid, organic, email, social)
• Campaigns: all active campaigns, specific campaign
• Focus area: high-level overview, deep dive into one channel, campaign-specific

Step 2: Pull performance metrics

Use capability_execute with capabilityId "analytics.get_metrics" to gather:

Traffic metrics:

• Total sessions and unique visitors
• Traffic by channel (organic, paid, social, email, direct, referral)
• New vs returning visitors
• Bounce rate and time on site by channel
• Top landing pages by traffic

Conversion metrics:

• Total conversions and conversion rate
• Conversions by channel
• Funnel progression (visitor -> lead -> MQL -> SQL)
• Cost per acquisition by channel
• Revenue attributed to marketing (if available)

Content metrics:

• Blog traffic and engagement
• Top-performing content pieces
• Content conversion rates

Email metrics:

• Emails sent, open rate, CTR, unsubscribe rate
• Campaign-level performance
• List growth rate

Step 3: SEO performance check

Use capability_execute with capabilityId "seo.audit_page" to assess:

• Organic traffic trends
• Keyword ranking changes (up and down movers)
• New keywords entering the top 20
• Technical SEO issues affecting performance

Use capability_execute with capabilityId "seo.keyword_research" to check:

• Ranking position changes for target keywords
• New keyword opportunities based on trends

Step 4: Market context

Use capability_execute with capabilityId "research.web_search" for:

• Industry news that may affect metrics (algorithm changes, market events)
• Competitor activity during the reporting period
• Seasonal factors or trends impacting performance

Step 5: Internal context (if available)

Use capability_execute with capabilityId "chat.search_messages" to find:

• Known issues that affected performance (outages, bugs, delays)
• Campaign launches or changes during the period
• Team discussion about results or anomalies

Step 6: Analyze and synthesize

Calculate:

• Period-over-period changes (absolute and percentage)
• Identify top 3 wins and top 3 concerns
• Root cause analysis for significant changes
• Trend lines (improving, declining, stable)
• Budget efficiency (cost per lead, ROAS, CAC)

Output Format

Marketing Performance Report: [Period]

Executive Summary 3-4 sentence overview highlighting the most important takeaway, biggest win, and primary concern.

Scorecard

KPI	This Period	Last Period	Change	Target	Status
Total Leads	number	number	+/-X%	target	On/Off Track
Marketing Qualified Leads	number	number	+/-X%	target	On/Off Track
Cost per Lead	$X	$X	+/-X%	$target	On/Off Track
Website Sessions	number	number	+/-X%	target	On/Off Track
Conversion Rate	X%	X%	+/-Xpp	target	On/Off Track
Email Open Rate	X%	X%	+/-Xpp	target	On/Off Track
ROAS	X:1	X:1	+/-X%	target	On/Off Track

Channel Performance

Paid Channels

Channel	Spend	Leads	CPL	Conv Rate	ROAS	Trend
Google Ads	$X	X	$X	X%	X:1	direction
LinkedIn Ads	$X	X	$X	X%	X:1	direction
Facebook Ads	$X	X	$X	X%	X:1	direction

Organic Channels

Channel	Sessions	Leads	Conv Rate	Trend
Organic Search	X	X	X%	direction
Social Organic	X	X	X%	direction
Referral	X	X	X%	direction

Email

Metric	Value	Benchmark	Assessment
Emails Sent	X	-	-
Open Rate	X%	industry avg	above/below
Click Rate	X%	industry avg	above/below
Unsubscribe Rate	X%	industry avg	above/below

Top Wins

1. What happened, why it matters, and what to do next
2. What happened, why it matters, and what to do next
3. What happened, why it matters, and what to do next

Concerns & Action Items

1. What is declining, likely cause, and recommended fix
2. What is declining, likely cause, and recommended fix
3. What is declining, likely cause, and recommended fix

SEO Snapshot

• Organic traffic trend: direction and magnitude
• Keyword movements: top gainers and losers
• Technical issues: any crawl or indexing problems

Campaign Highlights

Campaign	Status	Leads	CPL	Performance vs Goal
campaign name	active/complete	X	$X	above/on/below target

Budget Utilization

Category	Allocated	Spent	Remaining	Pacing
Paid Media	$X	$X	$X	on/over/under
Content	$X	$X	$X	on/over/under
Events	$X	$X	$X	on/over/under
Total	$X	$X	$X	assessment

Recommendations

1. Specific action with expected impact and priority
2. Specific action with expected impact and priority
3. Specific action with expected impact and priority

Next Period Priorities

• 3-5 focus areas for the upcoming period with rationale