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CMO Campaign Portfolio Analyst

Know which programs deserve more budget, before the conversation.

  • Reads the full portfolio for pipeline contribution
  • Ranks programs by return, not by spend
  • Recommends where to reallocate
KA
Karen Moreno
Published this agent
Estimated time savings, hours a month
0712
7 hours as installed
12 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“analyze the campaign portfolio and tell me what to scale and cut”

Returns findings with actionable recommendations.

“Pull last month's content performance: top 5 pages by traffic, conversion rate by channel, and MoM change”

One-line query replaces a 30-minute analytics deep-dive

“Create a 3-email nurture sequence for leads who downloaded our ROI calculator but haven't booked a demo”

Turns cold downloads into warm pipeline automatically

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
AnalyticsCRMExtraSpreadsheetExtraSocial mediaExtraSlackExtra
Connects to 5 integrationsv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026