What to bring

• Google Analytics or PostHog, your CRM (HubSpot or Salesforce), and billing or sales data (Stripe or Shopify).
• Your targets, channels, ad spend by channel if you track it, and who receives the scorecard.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It reads and reports. It never changes tracking, campaigns, budgets, or CRM data.
• Numbers come from the connected tools for a stated date range. Gaps and mismatches between tools are shown, not smoothed over.

Example

Fictional input and an illustrative result.

Input

Fictional, week of 2026-10-06: visits 8,400 (prior week 8,100). Leads 62 against a weekly target of 70: organic 31, paid 18, referral 9, email 4. Paid brought 30 leads the week before on the same spend. New customers 11. The paid landing page changed on 2026-10-03.

Output

Marketing scorecard, week of 2026-10-06

Visits 8,400 (+4%). Leads 62 against a target of 70. New customers 11.

Worth noticing

• Paid leads fell from 30 to 18 on the same spend. The landing page changed on 2026-10-03; check its form.
• Organic held at 31 and is now half of all leads.

Nothing was changed in any tool.