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How to Run a Monthly Financial Health Check for a Services Firm With QuickBooks
AI

How to Run a Monthly Financial Health Check for a Services Firm With QuickBooks

Services firms run on a specific financial rhythm that traditional business dashboards were not built for. Revenue is lumpy because invoices land when clients pay ...

Nevena Rudan's avatar by Nevena Rudan | Jul 22
How to Track Cross-Channel Paid Ads Performance
AI

How to Track Cross-Channel Paid Ads Performance

A manual walkthrough, and the Claude skill that does it for you. TL;DR Every cross-channel measurement guide tells you that you need an attribution platform. ...

Nevena Rudan's avatar by Nevena Rudan | Jul 17
How to Run Weekly SEO Reporting for Agency Clients With Google Search Console
AI

How to Run Weekly SEO Reporting for Agency Clients With Google Search Console

Weekly SEO reporting stops being weekly the moment an agency’s client roster crosses about eight accounts. Nobody has the time to pull Google Search Console ...

Nevena Rudan's avatar by Nevena Rudan | Jul 16
How to Run a Monthly Content Audit With GA4 and Search Console
AI

How to Run a Monthly Content Audit With GA4 and Search Console

A manual walkthrough, and the Claude skill that does it for you. TL;DR You don’t need a dedicated content analytics platform. GA4 already has the ...

Nevena Rudan's avatar by Nevena Rudan | Jul 16
How to Read YouTube Channel Performance Through Watch Time and Retention
AI

How to Read YouTube Channel Performance Through Watch Time and Retention

Views are the easiest YouTube metric to check and the least useful one to act on. What predicts whether a channel actually grows is watch ...

Nevena Rudan's avatar by Nevena Rudan | Jul 16
Salesforce MCP: Is CRM Data Enough for Your AI Agent?
AI

Salesforce MCP: Is CRM Data Enough for Your AI Agent?

TL;DR Connecting Salesforce to Claude via MCP is the advancement the SERP says it is. You authenticate once, your AI agent queries live CRM data, ...

Nevena Rudan's avatar by Nevena Rudan | Jul 10
Business Users Trust BI Tools More. They Reach for ChatGPT Anyway.
AI

Business Users Trust BI Tools More. They Reach for ChatGPT Anyway.

86% pick generative AI before any BI tool for analytical work. Trust ranks fourth in their reasons. Speed and convenience rank first. TL;DR BI has ...

Nevena Rudan's avatar by Nevena Rudan | Jul 10
Introducing the Skills Marketplace: AI analyses on your data, with expert judgment built in
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Introducing the Skills Marketplace: AI analyses on your data, with expert judgment built in

The questions teams want answered, and what gets in the way Every team we talk to has a running list of questions they wish they ...

by Peter Caputa IV | Jun 30
How to Track AI Search Visibility With GA4 and Search Console
AI

How to Track AI Search Visibility With GA4 and Search Console

A manual walkthrough, and the Claude skill that does it for you. TL;DR Every AEO guide tells you that you need a dedicated AI visibility ...

Nevena Rudan's avatar by Nevena Rudan | Jun 25
AI Makes Data Governance Non-Negotiable. What Does That Mean for Mid-Sized Companies?
AI

AI Makes Data Governance Non-Negotiable. What Does That Mean for Mid-Sized Companies?

Your dashboards have a new reader, and it doesn’t have judgment. TL;DR Your dashboards have a new reader. It can do arithmetic faster than your ...

Nevena Rudan's avatar by Nevena Rudan | Jun 23
How to Diagnose a Sudden Lead Drop With AI: Step-by-Step Prompt
AI

How to Diagnose a Sudden Lead Drop With AI: Step-by-Step Prompt

A six-step AI diagnostic workflow with copy-paste prompts to find out exactly what broke in your B2B funnel, and whether the problem is even where ...

Nevena Rudan's avatar by Nevena Rudan | Jun 5
How to Run a Campaign Post-Mortem With AI: A Worked Example
AI

How to Run a Campaign Post-Mortem With AI: A Worked Example

TL;DR Introduction A marketing director sits down ten days after her campaign closed. Six browser tabs are open: LinkedIn Ads, HubSpot, GA4, Mailchimp, an attribution ...

Nevena Rudan's avatar by Nevena Rudan | Jun 4
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