Business superintelligence that acts.
The written record:
Every change you approve has a written reason and a measured result. In your name.
Who approved the change, what it was expected to return, and what it returned. On file from the first night.
Every change: who approved it, what was predicted, what was measured.
| Date | Change | Approved by | Predicted | Measured |
|---|---|---|---|---|
| 2 Jul | Block 412 search terms that never sold | M. Ortiz | $1,860 /mo | $1,710 /mo |
| 9 Jul | Cap two Meta campaigns spending 31% over plan | M. Ortiz | $940 /wk | $880 /wk |
| 16 Jul | Move $4,100 a month from Display to the two Meta ad sets that sell | K. Patel | +$6,200 /mo | +$5,400 /mo |
| 4 Aug | Stop advertising the discounted product that loses money | K. Patel | +$3,200 /mo | +$2,950 /mo |
Neither column is edited afterwards. Illustrative account.
For the person who made the call.
A client questions a change from six weeks ago. Without the record, the strategist pieces it together from memory and Slack. With it, the approval, the prediction and the result are on one line, with the date. The record is the strategist's evidence.
For the owner at renewal.
Every renewal now brings the same question: why pay a retainer when the platforms optimize themselves? The answer is three months of the record. Every change was checked, priced, approved by a named person and measured.
For the CMO in the meeting.
The board asks where the growth came from. The record answers by campaign and by month, with the reason for every dollar moved.
How it is built.
Every recommendation comes with a predicted result. When a person approves it, the approval, the person and the prediction are recorded. After the change, the measured result is recorded next to the prediction. Both stay. Nothing is edited afterwards. Over a year, the record becomes the account's history and the proof of the team's judgment.
When someone leaves.
A strategist leaves and the account does not leave with them. The next person reads the record instead of rebuilding it.
One quarter, one account:
The document your client reads at renewal.
| Date | Change | Approved by | Predicted | Measured, 30 days |
|---|---|---|---|---|
| 2 Jul | Block 412 search terms that never sold | M. Ortiz, strategist | $1,860 /mo | $1,710 /mo |
| 9 Jul | Cap two Meta campaigns spending 31% over plan | M. Ortiz, strategist | $940 /wk | $880 /wk |
| 16 Jul | Move $4,100 a month from Display to the two Meta ad sets that sell | K. Patel, account lead | +$6,200 /mo revenue | +$5,400 /mo revenue |
| 4 Aug | Stop advertising the discounted product that loses money; push the two that earn full margin | K. Patel, account lead | +$3,200 /mo contribution | +$2,950 /mo contribution |
| 18 Aug | Exclude Audience Network placements from retargeting | M. Ortiz, strategist | $610 /mo | $640 /mo |
| 11 Sep | Replace three worn-out video ads | M. Ortiz, strategist | CPM down 12% | CPM down 9% |
Illustrative account, one quarter. Names and figures are invented to show the format of the record.
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