Monthly Client Performance Review Agent

Clients expect a monthly review of results and next steps, and building it for several clients takes consultants days. When the month ends, this agent pulls results from each client's channels and compares them with goals and last month. It finds the biggest changes, and any change above 10 percent needs a cause, such as a campaign launch, a budget shift or a seasonal pattern. It drafts a review with results, causes and three next steps. Before the consultant sees it, the agent checks every number against the source data. If a figure does not match, it corrects it and checks again. The consultant edits the review and presents it to the client. Edge case: when a client's tool had an outage during the month, the agent notes it so lower numbers are not misread as a real drop.