← All automations
CUSTOM BUILD BRIEF · SCOPE TO BE AGREED
Marketing reporting workflow
Scope a repeatable KPI summary with commentary and a short, reviewable action list.
For marketing teams and multi-client agencies.
No checkout or downloadable package is available. This brief is a starting point, not an agreed statement of work.
What you need to provide
- An anonymized sample export and definitions for each KPI
- Reporting period, comparison period and intended reader
- Agreed data sources and read-only access method, if integration is required
Proposed deliverables
- Proposed scope: agreed input mapping and KPI summary format
- A plain-language report with clearly identified source periods
- A review checklist and instructions for handling missing data
Limitations & exclusions
- The current demo accepts period/focus text and uses illustrative data; it does not connect to your ad accounts.
- Live API connections, scheduled delivery and dashboards need separate implementation and approval.
- Generated explanations are hypotheses to review, not proof of causation or instructions to change ad spend.
Suggested acceptance checks
- Reported values reconcile with the approved sample data
- Missing or inconsistent inputs are flagged rather than invented
- Output identifies its reporting period and is reviewed before sharing
Before work begins
- Price & running costs
- Quoted after scope review. Provider subscriptions, API usage and hosting costs must be identified separately; no price is implied by the free demo.
- Setup & delivery
- Agree supported tools, access permissions, deployment ownership, timeline, test cases and handover before implementation.
- License & ownership
- Usage rights, source-code handover and any resale restrictions must be stated in the written proposal. Demo access grants no resale license.
- Support & changes
- Agree a support period, response expectations, maintenance responsibilities and how additional changes are priced. No ongoing support is included by implication.
Review the website terms and refund policy. Final project-specific terms require agreement.