AI Stack for Demand Gen Reporting

Weekly demand gen reporting shouldn't consume your Friday afternoon. This stack consolidates pipeline data from Salesforce, web analytics from GA4, and paid media performance from your ad platforms into a single structured input. Run it through an executive summary prompt and get a stakeholder-ready narrative with the key numbers already formatted. The output drops into Slides or Slack without manual reformatting. You spend your time reviewing the analysis — not building the report.

The Stack

The Prompt

This stack is built around the Executive Summary Generator Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.

You are a B2B demand generation manager preparing a weekly executive summary for leadership.

Review the pipeline, web analytics, and paid media performance data provided below.
Structure a summary that answers: What happened this week? What's on track? What needs attention?
Include: pipeline created vs. target, MQL volume and trend, paid media CPL by channel, and top 2 risks.
Write in clear, direct language appropriate for a VP or CMO audience.
End with 3 action items for the coming week with clear owners.

The Workflow

1. Pull pipeline data from Salesforce

   Export this week's pipeline created, MQL volume, SAO rate, and stage-by-stage conversion rates. Include target vs. actual for each metric.

2. Pull web analytics from GA4

   Export channel-level session data, conversion rates by source, and any goal completions relevant to pipeline generation.

3. Pull paid media performance

   Export spend, CPL, and volume by channel from Google Ads and LinkedIn Ads. Include week-over-week trend for each platform.

4. Run the executive summary prompt

   Paste all three data sources into the Executive Summary Generator prompt. Claude structures the narrative, highlights risks, and formats the output for a VP audience.

5. Distribute the report

   Paste the output into your Slides template or post directly to Slack. Send before your Monday leadership sync so stakeholders arrive with context.

What This Replaces

• 3–4 hours of Friday afternoon data consolidation and manual slide building
• Reporting that varies in format week to week depending on who builds it
• Leadership syncs where half the meeting is spent recapping numbers rather than making decisions

Related Stacks

• AI Stack for Paid Media Reporting →
• AI Stack for Marketing Attribution →
• AI Stack for B2B Paid Media Attribution →