The Claude Marketing Analyst Workflow

Turn Claude into your marketing analyst: acquisition cost, revenue and profit by channel, and where to test more spend

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On the call you'll receive:

Viral-reach gap analysis for your product
Creator-led formats already working in your niche
Estimated install / brand-lift potential at scale </aside>

WHAT THIS IS: A Claude workflow that turns your channel exports into one acquisition report. You give Claude your spend, new customers and revenue by channel. It gives you acquisition cost per channel, channel-level profit and budget recommendations, with every formula shown.

WHO IT'S FOR: Founders, growth leads and marketers at apps and eCom brands running several channels: creator videos, Meta, Search, Email and others.

WHAT YOU GET FROM EACH RUN

Acquisition cost: cost per new customer, channel by channel
Revenue and profit: what each channel earns after its costs
Budget recommendations: where to test more spend, and where to pull back

SETUP - The Data Pack (20 minutes, once)

Export the last 30 days and paste them into one document called Data Pack:

Source	What to export
Ad accounts (Meta, Google, TikTok)	Spend, clicks, conversions by campaign and day
Creator program	Fees, product costs, usage rights and boosting by creator
Email tool	Sends, clicks, attributed orders or sign-ups
Store or app analytics	New customers and revenue by source
Finance	Contribution margin %, refunds, payment fees

Write your definitions once: what counts as a new customer, which attribution window you use, and how creator costs are counted. Claude uses the same definitions every run.

Paste this at the start of every Claude session:

You are my marketing analyst. Work only from the Data Pack I paste.

Rules:
- Never invent spend, customers, revenue or benchmarks. If something is missing, write [NEEDS INPUT: what].
- Use my definitions for new customer, attribution window and creator costs.
- Show every formula next to the result.
- Separate facts from recommendations, and label each.
- End with: the 3 budget moves I should test next, and what to measure.

Data Pack:
[paste]

STEP 1 - CLEAN AND CHECK THE DATA

STEP 1 - Data check.
Check my Data Pack: list missing days, channels without spend or without revenue, totals that don't match between sources, and new customers I can't assign to a channel. Do not fix anything silently; list each issue with what I need to add.