Run marketing performance reports

Run marketing performance reports in HubSpot — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need a marketing performance report for the last 90 days to show in Wednesday’s growth meeting.…
I need a marketing performance report for the last 90 days to show in Wednesday’s growth meeting. Pull channels: email, paid search, organic search, and social. For each channel show sessions, leads generated, MQLs, cost per lead where paid, and conversion rate to SQL. Break metrics down weekly and include trend sparklines. Share the result with me, Priya the growth lead, and the content team.

Improve — make it easier to accept

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Before I share this, make it review-ready: put the top-performing campaign by CPL and the worst by…
Before I share this, make it review-ready: put the top-performing campaign by CPL and the worst by CPL at the top, annotate any big week-over-week swings with likely causes (campaign start, creative change, or tracking issue), and surface which landing pages drove the most MQLs. Flag any channel where UTM tagging is missing or inconsistent.

Decide — diagnose the stuck moment

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Our marketing MQL count dropped sharply two weeks ago across paid channels. I checked spend and…

Channel MQLs dropped two weeks ago and I don’t know why.

Our marketing MQL count dropped sharply two weeks ago across paid channels. I checked spend and bids and they look steady. I’m worried tracking or tag changes caused the drop but I don’t know what to look for. What’s the most likely diagnosis and what quick tests should I run to confirm whether it’s a tracking problem or real performance decline?

Become — change the pattern

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Every month we spend hours arguing which channel deserves credit because our UTM conventions and…

We repeatedly chase bad channel attribution.

Every month we spend hours arguing which channel deserves credit because our UTM conventions and landing page redirects are inconsistent. This eats time and misallocates budget. Recommend a compact set of naming and tagging rules, one verification process to run weekly, and a small habit change the team can keep to stop attribution debates within two months.

Next to this one

Other CRM and marketing work people do in HubSpot.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.