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Module 8 · Lesson 8.5 · 12 min

Campaign and Competitor Analysis

Read your ad and campaign numbers in plain English and compare your offer with competitors.

Module 8
Revenue Playbooks

Sales, marketing and customer service that run on your AI department

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Why start here
Put your AI department where the money is first. Every hour saved here is an hour closer to a customer.
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The six playbooks

From stranger to happy customer

  1. 1Lead researchKnow them before you call
  2. 2Follow-upNo lead goes quiet
  3. 3ProposalsSame-day, tailored
  4. 4ContentOne idea, a week of posts
  5. 5CampaignsCost per customer, not clicks
  6. 6ServiceRight tone, right escalation
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8.1 Lead research

Research stops being the skipped step

The researcher cites a source for every fact.

  • Sharp ideal customer profile first
  • Parallel batches of five
  • Contact fits of 4 and 5
  • Public business information only
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8.2 Follow-up
Leads rarely say no. They go quiet when you do.
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8.2 The morning routine

15 minutes that close the leak

CRM in, drafts out, you send.

  • Overdue list, read-only
  • A specific reason to reply
  • Under 80 words each
  • Log it, set the next date
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8.3 Proposals

Transcript to proposal

  1. 1CaptureCall notes or transcript
  2. 2DraftSkill plus pricing rules
  3. 3ReviewReviewer catches blockers
  4. 4DecideYou resolve every [CONFIRM]
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8.4 Content engine

One real idea, four formats

Consistency beats inspiration.

  • Ideas file from real customers
  • Voice written in CLAUDE.md
  • Post, caption, email, script
  • Human approves before publishing
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8.5 Campaigns (illustrative numbers)

Ask the business question

CampaignCost per leadCost per customerVerdict
Branded search$18$42Scale
Meta prospecting$9$190Fix or pause
Retargeting$14$65Keep

Illustrative example. Cheap leads are not cheap customers.

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8.6 Customer service

Always escalate these to a human

Write these rules before drafting a single reply.

  • Refunds and money
  • Legal or safety issues
  • Health questions
  • Strong emotion, public complaints
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Measure it (illustrative targets)

What owners typically track

5 minresearch per lead, down from 20
0leads without follow-up after 7 days
Same dayproposal turnaround
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Project

One playbook, end to end, measured

Lead, research, contact, follow-up, proposal.

  • Log hours before you change anything
  • Run it for two weeks
  • Log hours after
  • Turn hours into money
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Recap
AI drafts, researches and remembers. You decide, relate and close. That is the split that grows revenue.
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01 / 13

Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.

1Export the data you already have

Export the last 60 or 90 days from your ad platforms (for example Google Ads and Meta Ads) and your CRM leads with their source. Save them in data/campaigns/. CSV is fine. You do not need a special connector to start.

2Ask for the business answer, not the dashboard

Clicks and impressions are not the goal. Ask about cost per lead and, if you can match leads to sales in the CRM, cost per customer.

Prompt for Claude
Use the data-analyst subagent on the files in data/campaigns/. For each campaign, calculate spend, leads, cost per lead, and, by matching lead source in the CRM export, customers won and cost per customer. Explain in plain English which campaigns to scale, which to fix and which to pause, and why. Flag any data you could not match.
3Look at what competitors say and offer

Use the web research routine from Module 6 to see competitors' public offers, landing pages and ads. Platforms like Meta publish public ad libraries where you can see ads other businesses are running.

Prompt for Claude
Research the public ads and landing pages of my top 3 competitors (listed in CLAUDE.md). For each: main offer, price if shown, main promise, call to action, and what makes it different from ours. Cite links. Then suggest 3 ad angles we are not using that fit our strengths.
4Decide one change per week

Ask for the single change with the biggest expected impact: move budget, fix a landing page, test a new angle. One change a week, measured, beats ten changes you cannot evaluate.

5Keep a running history

Save each analysis to a dated file. Next month, ask the analyst to compare against the previous file. Over a quarter you build a real picture of what works for your business, not for businesses in general.

Many owners spend thousands a month on ads and read the results once a quarter, usually in a report from someone else. They know how much they spent. They do not know which campaign actually brought customers.

In this playbook your data analyst reads the exports, translates the numbers into business language, and connects them to what competitors are doing. You go from 'I think the ads are working' to 'this campaign brings customers at 42 dollars each and that one at 190 dollars, so we move the budget'.

Key points

  • Ask for cost per lead and cost per customer, not clicks.
  • Exports are enough to start; connectors can come later.
  • Competitor research shows the angles you are missing.
  • One measured change per week beats ten guesses.

Avoid

  • Judging campaigns by clicks and impressions.
  • Making budget decisions from numbers the analyst could not match to sales.
  • Copying a competitor's offer instead of finding your own angle.
Real-world example: an e-commerce store

An online store selling outdoor gear spent around 6,000 dollars a month across Google and Meta. The analysis showed one Meta campaign generating cheap clicks but almost no purchases, while a branded search campaign converted at five times the rate. The competitor review found two rivals leading with free returns, which the store also offered but never mentioned. They moved budget, added 'free returns' to every ad, and tracked the change weekly.

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