The Challenge:
A tech marketing team was spending days preparing for every QBR but still found it hard to explain which activities were truly driving results. Multiple dashboards told different versions of the truth, and leadership often questioned the numbers.
What We Did:
We uploaded their Q3 performance data into a simple AI workflow and taught the team to ask direct questions like, "Which channels are actually driving pipeline?" and "Which campaigns generated opportunities that closed?"
Board prep dropped from two days to half a day. The team walked into their next QBR with a more coherent story — not flawless, but far clearer and easier to defend.