Marketing Analytics
Using Claude
Master marketing analytics with AI. From campaign performance to customer segmentation, SEO, attribution, and growth analytics โ all with real-world examples and copy-paste Claude prompts.
Why Claude for Marketing Analytics?
Marketing teams drown in data โ Google Analytics, Meta Ads Manager, HubSpot, Klaviyo, SEMrush โ yet most can't answer basic questions like "which campaign actually drove revenue?" Claude cuts through the noise and gives you answers in minutes, not days.
Claude Basics for Marketers
Before using Claude for analytics, understand what it knows, how it thinks, and where it needs your help. This mental model will save you hours of frustration and dramatically improve your outputs.
Setting Up Your Analytics Workflow
The best Claude analytics workflow follows a consistent 4-step pattern. Teams that follow this structure get 3x better insights than those who just paste data and ask vague questions.
You are a senior marketing analyst. Business context: - Brand: [DTC/B2B/FMCG/SaaS] - Objective: [ROAS optimisation / lead gen / brand awareness] - Key metric: [ROAS / CPL / CAC / CTR] - Target: [e.g. ROAS > 3x, CPL < โน500] Data: [paste your data here] Question: [your specific analytical question] Output format: [table / bullets / narrative / recommendation list]
Prompt Engineering for Marketing Analytics
The difference between a mediocre and a brilliant Claude analytics session is your prompt. These patterns, used by performance marketing teams at HubSpot, Shopify, and top Indian DTC brands, will transform your outputs.
| โ Vague Prompt | โ Precise Prompt |
|---|---|
| "Analyse my campaign data" | "Rank these 8 campaigns by ROAS. Flag any with ROAS below 2x. For the bottom 3, identify whether the problem is CTR, CVR, or CPC and suggest one fix each." |
| "Is my CTR good?" | "My Google Search CTR is 4.2%. Benchmark this against e-commerce industry average (typically 2-5%). Am I above or below? What would moving to 5.5% mean for monthly traffic at 50,000 impressions?" |
| "Why did revenue drop?" | "Revenue dropped 18% WoW (Week 8 vs Week 7). Data provided shows impressions up 5%, CTR down 12%, CVR down 8%, AOV flat. Diagnose the root cause and rank the contributing factors." |
| "Help with segmentation" | "Segment these 500 customers by RFM score using: Recency (days since last purchase), Frequency (orders in 6 months), Monetary (total spend). Create 4 segments and name each with a marketing persona." |
Marketing Metrics Claude Understands
You can use professional marketing terminology with Claude without defining it. Here's a reference of what Claude knows at an expert level across every major channel.
| Channel | Metrics Claude knows deeply |
|---|---|
| Paid Search (Google) | CTR, CPC, Quality Score, Ad Rank, Impression Share, Search Lost IS (Budget/Rank), ROAS, Conv Rate, CPA, POAS |
| Paid Social (Meta/LinkedIn) | CPM, CPC, CTR, Frequency, Reach, Engagement Rate, Video Views, ThruPlay, ROAS, Hook Rate, Hold Rate, CPL, CPAS |
| Email / CRM | Open Rate, Click Rate, CTOR, Bounce Rate, Unsubscribe Rate, Revenue per Email, List Growth Rate, Deliverability Score, Segment Health |
| SEO | Organic Sessions, Keyword Rankings, Click-Through Rate, Impressions, Domain Authority, Backlink Profile, Core Web Vitals, Featured Snippets |
| Growth / Product | DAU/MAU, Retention Rate, Churn, NPS, CAC, LTV, LTV:CAC, Payback Period, Viral Coefficient, Activation Rate, Conversion Funnel |
| Attribution | First-touch, Last-touch, Linear, Time-decay, Data-driven, MTA, MMM, Incrementality, View-through, Post-click, ROPI |
๐ก The Marketer's Edge
The problem is not data. The problem is analysis speed and synthesis.
Claude doesn't solve your data collection problem. But it solves your analysis problem spectacularly. A question that would take a junior analyst 4 hours โ "which audience segments drove our best LTV customers last quarter?" โ Claude can answer in 4 minutes with the right prompt and the right data.
The marketers who will be most valuable in the next 5 years: Those who understand marketing deeply enough to ask the right questions, AND know how to use Claude to answer them faster than any competitor.
Data literacy is your moat. AI fluency is your force multiplier. This course gives you both.
How to Feed Data to Claude
The quality of your Claude analytics session starts before you type a single question โ it starts with how you prepare and format your data. These methods work for any marketing data source.
Output Formats for Marketing Reports
Claude can deliver marketing analysis in any format you need โ from quick Slack messages to board-ready decks. Always specify the format upfront so you get output you can use directly.
| Use Case | Best Format | Prompt instruction |
|---|---|---|
| CMO/CEO weekly update | 3-5 bullet executive summary | "Output as 5 bullets: performance vs target, top win, biggest concern, key insight, and recommended action this week" |
| Campaign optimisation | Ranked table + recommendations | "Output a table ranked by ROAS, then below it, 3 specific optimisation actions in priority order" |
| Agency/client report | Narrative + data | "Write a 200-word performance narrative suitable for a monthly client report, professional tone" |
| Internal Slack update | Short, scannable bullets | "Summarise in 5 bullets, casual tone, emoji ok, suitable for posting in #marketing-weekly" |
| Budget presentation | Structured argument | "Write a business case for increasing Google Ads budget by 30%, citing the data. Include expected ROI." |
| A/B test result | Statistical summary | "Summarise the A/B test result: winner, confidence level, expected uplift, and recommendation to scale or kill" |
๐ก Garbage Data, Garbage Insights
The typical culprits:
โข Mismatched date ranges (comparing 28-day periods to 30-day periods)
โข Different attribution windows in different data sources (Meta 7-day click vs Google last-click)
โข Untracked revenue (users who called instead of bought online)
โข Bot traffic inflating impressions and dragging down CTR
โข UTM parameter inconsistencies causing campaign revenue to appear in "Direct"
Real example: A fashion brand couldn't understand why their Meta ROAS showed 4x in Meta Ads Manager but Google Analytics showed the same campaigns driving only 1.8x revenue. The discrepancy? Meta was using a 7-day click + 1-day view attribution window; GA was using last-click. Both were technically correct โ but incomparable.
The fix: Before every Claude analytics session, state your data sources, attribution windows, and date ranges explicitly. "All data is Google Analytics 4, last-click attribution, last 30 days (Jun 1-30). Meta data is 7-day click only."
Limitations โ When Not to Rely on Claude
Key Distinctions โ Foundation
Quiz โ Foundation (8 Questions)
Reading Campaign Data with Claude
Most marketers look at their campaign dashboard and see numbers. Claude helps you see stories โ why a campaign is underperforming, which lever to pull first, and what the data would look like if your hypothesis is correct.
CTR, CPC, ROAS โ Interpreting the Core Metrics
These three metrics tell 80% of the performance story for most paid campaigns. Claude can interpret them, benchmark them, and tell you what to fix โ but only if you ask precisely.
I run Google Search campaigns for a B2C e-commerce brand (electronics). Target ROAS: 4x. Here is last 30 days data: Campaign | Impressions | Clicks | CTR | CPC | Conv | CVR | Revenue | ROAS Brand Keywords | 45,000 | 3,150 | 7.0% | โน18 | 210 | 6.7% | โน8,82,000 | 13.1x Generic-TV | 1,20,000 | 2,160 | 1.8% | โน65 | 32 | 1.5% | โน1,92,000 | 1.2x Generic-Mobile | 85,000 | 1,530 | 1.8% | โน72 | 28 | 1.8% | โน1,68,000 | 1.0x Competitor KW | 32,000 | 640 | 2.0% | โน95 | 19 | 3.0% | โน1,14,000 | 1.9x Shopping-Premium | 65,000 | 1,950 | 3.0% | โน48 | 97 | 5.0% | โน5,82,000 | 6.2x 1. Rank campaigns by ROAS. Flag any below target (4x). 2. For each underperformer: is the problem CTR, CVR, or CPC? 3. Which campaigns should get more budget? Which should be paused? 4. What is the blended ROAS across all campaigns?
Diagnosing Campaign Underperformance
When a campaign underperforms, there are only 3 possible root causes: not enough people see the ad (reach/impression problem), not enough people click it (CTR/creative problem), or not enough people buy after clicking (CVR/landing page problem). Claude helps you find which one.
Step 2 โ Check CTR: If impressions ok but CTR low โ creative or ad copy issue
Step 3 โ Check CVR: If clicks ok but conversions low โ landing page, offer, or audience mismatch
Step 4 โ Check CPC: If all else ok but ROAS low โ CPC too high, need better Quality Score or different keyword strategy
Campaign "Women's Activewear - Prospecting" has dropped ROAS from 3.2x (last month) to 1.8x (this month). Data comparison: Metric | Last Month | This Month | Change Impressions | 2,40,000 | 2,85,000 | +18.8% CTR | 2.8% | 1.9% | -32% CPC | โน42 | โน58 | +38% CVR | 3.1% | 2.9% | -6% AOV | โน1,850 | โน1,820 | -1.6% ROAS | 3.2x | 1.8x | -44% Diagnose: What is the primary driver of ROAS decline? Is it a reach problem, creative problem, or conversion problem? What is the ONE change that would have the biggest impact?
๐ก Statistical Significance in A/B Testing
The typical mistake: A brand runs two ad creatives for 3 days. Creative A: 2.1% CTR. Creative B: 2.8% CTR. They declare B the winner and scale it. Two weeks later, B is underperforming. Why? Because 3 days of data with 500 clicks per variant is not statistically significant.
What statistical significance actually means: If you ran this test 100 times, the same winner would emerge at least 95 times (at 95% confidence). Below 95% confidence, your "winner" might just be random variation.
The minimum viable test: For a typical e-commerce conversion rate of 3%, you need approximately 1,000+ conversions per variant to detect a 10% improvement at 95% confidence. Most teams don't wait this long.
Use Claude to check significance: "We ran an A/B test for 14 days. Variant A: 12,000 visitors, 348 conversions (2.9%). Variant B: 11,800 visitors, 389 conversions (3.3%). Is this result statistically significant at 95% confidence? What is the expected revenue uplift if we scale B?"
Claude will calculate significance, confidence interval, and expected uplift in seconds.
A/B Test Analysis with Claude
A/B testing is the scientific method applied to marketing. Claude can calculate statistical significance, interpret results correctly, and tell you whether you have enough data to make a decision โ before you make an expensive mistake.
We tested two email subject lines for our Black Friday campaign: Variant A: "Black Friday Sale โ Up to 50% Off" - Sent: 45,000 | Opens: 8,550 | Open Rate: 19.0% - Clicks: 1,710 | CTOR: 20.0% | Revenue: โน8,55,000 Variant B: "Only 6 hours left โ your cart is waiting ๐" - Sent: 45,000 | Opens: 11,250 | Open Rate: 25.0% - Clicks: 2,812 | CTOR: 25.0% | Revenue: โน14,06,000 1. Is this result statistically significant at 95% confidence? 2. Calculate: revenue uplift from B vs A 3. What is the expected annual revenue impact if we use urgency/personalisation subject lines for all campaigns? 4. What 3 hypotheses does this data suggest for future tests?
Budget Allocation with Claude
Budget allocation is the highest-leverage marketing decision you make. Moving โน1 lakh from a 1x ROAS campaign to a 6x ROAS campaign doesn't just improve efficiency โ it multiplies revenue. Claude makes this analysis systematic.
Monthly budget: โน10,00,000. Current allocation and performance: Channel | Budget | Revenue | ROAS | Notes Google Brand | โน1,20,000 | โน15,60,000 | 13x | Near saturation Google Shopping | โน2,40,000 | โน14,40,000 | 6x | Room to scale Google Generic | โน3,00,000 | โน3,00,000 | 1x | Poor performance Meta Prospecting | โน2,00,000 | โน4,00,000 | 2x | New creative testing Meta Retargeting | โน80,000 | โน4,80,000 | 6x | Audience size limited Email/CRM | โน60,000 | โน9,00,000 | 15x | Limited scalability 1. Recommend optimal budget reallocation keeping total at โน10L 2. Calculate projected revenue under new allocation 3. What is the revenue opportunity cost of keeping Google Generic alive? 4. At what ROAS threshold should we pause a channel?
Creative Performance Analysis
Great targeting with bad creative is still a losing strategy. Claude helps you analyse creative performance data โ Hook Rate, Hold Rate, CTR by creative โ to identify what's working and why.
Analyse Meta ad creative performance (last 30 days): Creative | Type | Impressions | Hook% | Hold% | CTR | CPM | ROAS | Theme Creative-A | Video | 2,10,000 | 38% | 65% | 2.8% | โน180 | 3.2x | Founder story Creative-B | Video | 1,85,000 | 22% | 45% | 1.4% | โน195 | 1.8x | Product demo Creative-C | Carousel| 1,40,000 | N/A | N/A | 3.1% | โน165 | 2.9x | UGC/Reviews Creative-D | Static | 90,000 | N/A | N/A | 1.9% | โน210 | 2.1x | Discount offer Creative-E | Video | 1,60,000 | 45% | 72% | 3.4% | โน172 | 4.1x | Before/After 1. Which creative is top performer? Why? 2. Creative-B has low Hook Rate (22%) โ what does this mean and how to fix? 3. What creative themes should we test next based on this data? 4. How do we scale Creative-E without audience fatigue?
Email Campaign Analysis
Email is still the highest-ROAS channel for most brands โ but only if you use it right. Claude helps you diagnose email performance issues, identify your best-performing segments, and optimise send strategy.
Email campaign performance โ last 8 sends (e-commerce brand): Date | Campaign | Sent | Opens | OR% | Clicks | CR% | Revenue | RPE Aug 1 | Weekly Newsletter | 45,000 | 7,650 | 17% | 918 | 12% | โน2,75,400 | โน6.1 Aug 5 | Flash Sale 24hr | 45,000 | 13,050| 29% | 3,267 | 25% | โน16,33,500| โน36.3 Aug 8 | New Arrivals | 44,200 | 7,514 | 17% | 1,503 | 20% | โน4,51,000 | โน10.2 Aug 12 | Abandoned Cart | 8,400 | 4,536 | 54% | 1,361 | 30% | โน8,16,000 | โน97.1 Aug 15 | Weekend Offer | 44,800 | 6,272 | 14% | 940 | 15% | โน2,82,000 | โน6.3 Aug 19 | VIP Segment Only | 5,200 | 3,224 | 62% | 1,096 | 34% | โน7,67,000 | โน147.5 Aug 22 | Product Review Ask| 43,500 | 5,220 | 12% | 522 | 10% | โน52,200 | โน1.2 Aug 26 | Re-engagement | 12,000 | 2,040 | 17% | 306 | 15% | โน1,83,600 | โน15.3 (RPE = Revenue Per Email sent) 1. Rank campaigns by RPE. What pattern emerges? 2. What 3 campaign types should get priority in next month? 3. The Weekly Newsletter has 17% OR โ is this good or concerning? 4. How do we increase VIP Segment revenue without burning the list?
Weekly Performance Review Framework
The best marketing teams have a weekly rhythm of data review. Claude makes this review faster, more consistent, and more insightful than any dashboard. Here is the exact framework used by top performance teams.
Weekly marketing performance review โ Week 32 (Aug 5-11): vs Week 31 (Jul 29 - Aug 4) PAID CHANNELS: Total Spend: โน8,20,000 (+5% WoW) Total Revenue: โน28,70,000 (+2% WoW) Blended ROAS: 3.5x (-0.1x WoW) New Customers Acquired: 487 (+3%) CAC: โน1,684 (+2%) TOP PERFORMER: Google Shopping ROAS 6.2x (+0.4x) BOTTOM PERFORMER: Meta Prospecting ROAS 1.9x (-0.6x) ORGANIC: SEO Sessions 42,100 (+8% WoW) EMAIL: Revenue โน4,20,000 (1 campaign sent) Generate weekly review output: 1. Executive summary (3 bullets) โ wins, concerns, priority action 2. Budget recommendation for next week 3. One hypothesis to test this week based on the data 4. One question the CMO will ask that this data cannot answer
๐ก Last-Click is Lying to You
What it makes you do: Over-invest in branded search (the last click before purchase for almost every customer) and under-invest in top-of-funnel channels that generate demand in the first place (Instagram, YouTube, SEO, influencer).
A real example: A DTC skincare brand was about to cut their Instagram budget because Instagram showed only 1.8x ROAS in Meta Ads Manager. Before cutting, they ran an incrementality test โ pausing Instagram for 2 weeks in one region. Branded search conversions dropped 34% in that region. Instagram was generating demand; branded search was just capturing it. Last-click gave all the credit to search.
Use Claude to pressure-test your attribution: "Our last-click attribution shows SEO contributing 12% of revenue and branded search contributing 38%. But SEO likely drives branded search intent. How would you estimate SEO's true contribution? What test would prove it?"
Claude can help you design incrementality tests, interpret multi-touch attribution data, and build the business case for proper attribution โ even if you can't run full MMM yet.
Lab: Analyse a Google Ads Campaign
Full Google Ads Campaign Audit
Using the data below (or your own real campaign data), conduct a complete Google Ads performance audit with Claude. This mirrors exactly what a senior performance marketer would do.
Key Distinctions โ Campaign Analytics
Quiz โ Campaign Performance (8 Questions)
Google Ads Quality Score Deep Dive
Quality Score is Google's 1-10 rating of your ad relevance. It directly determines your ad rank and CPC โ a Quality Score of 8 gets you the same position as a competitor with Quality Score 5, at 40% lower cost. Claude helps you diagnose and fix it systematically.
Quality Score = Expected CTR (40%) + Ad Relevance (40%) + Landing Page Experience (20%)
A QS of 10 vs QS of 5 means you pay approximately 50% less per click for the same position.
Diagnose Quality Score issues for these ad groups: Ad Group | Keywords | QS | Expected CTR | Ad Relevance | LP Experience Brand-Exact | [brand terms] | 9 | Above avg | Above avg | Above avg Running Shoes | running shoes | 5 | Below avg | Average | Below avg Trail Running | trail running | 4 | Below avg | Below avg | Below avg Nike Air Max | nike air max | 7 | Average | Above avg | Average Budget Running | cheap running | 3 | Below avg | Below avg | Below avg 1. Which component is dragging QS most for each ad group? 2. "Trail Running" has low ad relevance โ what does this mean? 3. "Budget Running" has low LP experience โ what 5 things should we check? 4. If we improve QS from 4 to 7 on Trail Running (current CPC โน85), what is the estimated new CPC?
Meta Ads Frequency & Audience Fatigue
Frequency is the average number of times a person has seen your ad. Too low and you don't build recall. Too high and you waste budget on people who've already decided. Claude helps you find the sweet spot and identify fatigue before it destroys ROAS.
Analyse audience fatigue across Meta ad sets (last 30 days): Ad Set | Frequency | CTR | CPM | ROAS | Audience Size Lookalike-1% | 2.1 | 2.8% | โน185 | 3.8x | 4,50,000 Lookalike-2-5% | 1.8 | 3.1% | โน175 | 4.2x | 18,00,000 Interest-Fitness | 4.2 | 1.9% | โน225 | 2.4x | 8,00,000 Interest-Nutrition | 5.8 | 1.4% | โน268 | 1.7x | 6,00,000 Retargeting-30day | 8.4 | 4.1% | โน310 | 5.1x | 85,000 Broad-18-35 | 2.4 | 2.5% | โน195 | 3.2x | 45,00,000 1. Which ad sets show clear fatigue signals (high freq + falling CTR)? 2. Interest-Nutrition at frequency 5.8 โ should we pause or refresh? 3. What is the optimal frequency range for prospecting vs retargeting? 4. Recommend: new creative, new audience, or pause for each ad set 5. At what frequency should we automatically trigger a creative refresh alert?
LinkedIn Ads B2B Analytics
LinkedIn is the dominant B2B advertising platform โ but it's expensive (CPCs of โน500-2,000) and requires different success metrics than B2C platforms. Claude helps you evaluate LinkedIn performance correctly and justify the premium CPCs to stakeholders.
Analyse LinkedIn Ads performance for our SaaS product (B2B): Product: Project management tool, โน8,999/month, ACV โน1,07,988 Campaign | Spend | Impressions | Clicks | CTR | CPL | Leads | MQL% Sponsored Content | โน1,20,000| 2,85,000 | 855 | 0.3% | โน2,400 | 50 | 44% Message Ads | โน80,000 | 95,000 | 2,850 | 3.0% | โน1,600 | 50 | 38% Lead Gen Forms | โน95,000 | 1,85,000 | 4,625 | 2.5% | โน950 | 100 | 28% Retargeting | โน40,000 | 65,000 | 1,300 | 2.0% | โน800 | 50 | 65% 1. Calculate Cost per MQL for each campaign 2. Sponsored Content has highest CPL but 44% MQL rate โ is it best value? 3. Lead Gen Forms has lowest CPL but 28% MQL โ what explains this? 4. If average deal close rate is 18% and ACV โน1,07,988, which campaign has the best pipeline ROI?
Seasonal Campaign Analysis
Seasonality affects every business โ but the pattern is different for each. Claude helps you identify your brand's seasonal patterns, predict peak periods, and plan budget allocation in advance rather than reacting.
Analyse seasonal patterns and plan next year's budget for our fashion e-commerce brand. Monthly data (last 2 years): Month | FY23 Revenue | FY24 Revenue | FY23 Spend | FY24 Spend | FY23 ROAS | FY24 ROAS Jan | โน42L | โน58L | โน8L | โน11L | 5.3x | 5.3x Feb | โน38L | โน52L | โน7L | โน9L | 5.4x | 5.8x Mar | โน45L | โน61L | โน9L | โน12L | 5.0x | 5.1x Apr | โน35L | โน48L | โน8L | โน10L | 4.4x | 4.8x May | โน28L | โน38L | โน7L | โน9L | 4.0x | 4.2x Jun | โน32L | โน44L | โน8L | โน10L | 4.0x | 4.4x Jul | โน38L | โน52L | โน9L | โน11L | 4.2x | 4.7x Aug | โน42L | โน58L | โน10L | โน13L | 4.2x | 4.5x Sep | โน48L | โน65L | โน11L | โน14L | 4.4x | 4.6x Oct | โน82L | โน1.1Cr | โน18L | โน24L | 4.6x | 4.6x Nov | โน95L | โน1.3Cr | โน22L | โน28L | 4.3x | 4.6x Dec | โน68L | โน92L | โน15L | โน20L | 4.5x | 4.6x 1. Identify peak, shoulder, and off-peak periods 2. ROAS is consistently lower in peak months โ why? 3. Build FY25 budget recommendation by month (total budget โน1.8Cr) 4. Which month offers best ROAS efficiency? Should we spend more there?
Competitor Spend Intelligence
Understanding what your competitors spend on advertising helps you size your own budget and anticipate ROAS changes. Claude helps you use publicly available signals โ auction insights, SEMrush/SimilarWeb data โ to build a competitive intelligence picture.
Build a competitive ad spend intelligence report using this data: (From Google Auction Insights + SEMrush estimates) Competitor | Impression Share | Overlap Rate | Outrank% | Est Monthly Spend | Top Keywords Our Brand | 48% | - | - | โน8L | [our brand] Competitor A | 72% | 68% | 45% | โน22L (est) | [category terms] Competitor B | 35% | 42% | 28% | โน9L (est) | [niche terms] Competitor C | 28% | 31% | 19% | โน6L (est) | [budget terms] 1. Competitor A has 72% impression share vs our 48% โ what does this mean? 2. We are being outranked 45% of the time by Competitor A โ should we increase bids or improve Quality Score? 3. Where is our impression share being lost โ to budget or to rank? 4. What budget increase would get us to 60% impression share?
Cross-Channel Performance Dashboard
Most brands run 5-8 marketing channels simultaneously. Without a unified view, budget decisions are made in silos. Claude helps you build a cross-channel performance dashboard that tells the complete story in one prompt.
Build a unified marketing performance dashboard โ Month of August. Business: D2C supplements brand | Target blended ROAS: 3.5x Gross Margin: 58% | Total Revenue Target: โน1.5Cr Channel | Spend | Revenue | ROAS | New Cust | CAC | Notes Google Search | โน2,80,000| โน11,20,000 | 4.0x | 142 | โน1,972 | Brand heavy Google Shopping | โน1,60,000| โน8,00,000 | 5.0x | 98 | โน1,633 | Top performer Meta Prospecting | โน2,40,000| โน4,80,000 | 2.0x | 285 | โน842 | New customers Meta Retargeting | โน80,000 | โน4,80,000 | 6.0x | 28 | โน2,857 | Limited audience Email/CRM | โน40,000 | โน8,00,000 | 20x | 0 | - | Existing base Influencer | โน1,20,000| โน2,40,000 | 2.0x | 156 | โน769 | New customers SEO (est) | โน60,000 | โน6,00,000 | 10x | 84 | โน714 | Low CAC Total Spend: โน9,80,000 | Total Revenue: โน45,20,000 1. What is blended ROAS? Are we hitting target? 2. Which channel has best CAC for new customer acquisition? 3. We need โน15L more revenue next month. Where should the extra budget go? 4. Write a 5-bullet CMO summary of this month's performance
Customer Segmentation with Claude
The biggest insight in modern marketing: not all customers are equal, and treating them equally is the fastest way to destroy both margins and loyalty. Claude helps you segment, profile, and act on customer differences at scale.
RFM Analysis Using Claude
RFM (Recency, Frequency, Monetary) is the most actionable segmentation framework for any e-commerce or subscription business. Give Claude your customer transaction data and it will build your entire RFM model.
Segment these customers using RFM analysis. Score each dimension 1-5 (5=best). Create 5 named segments. Data: Customer transactions last 12 months CustomerID | Last Purchase | # Orders | Total Spend C001 | 5 days ago | 12 | โน48,000 C002 | 180 days ago | 2 | โน3,200 C003 | 12 days ago | 8 | โน28,000 C004 | 95 days ago | 1 | โน1,800 C005 | 3 days ago | 18 | โน95,000 C006 | 45 days ago | 5 | โน18,500 C007 | 240 days ago | 1 | โน900 [paste full dataset] Output: (1) RFM scores for each customer, (2) Segment they belong to, (3) Segment names with description, (4) Recommended action for each segment, (5) % of customers and % of revenue in each segment
Cohort Retention Analysis
Cohort analysis answers the question every subscription and repeat-purchase business must answer: of customers who first bought in Month X, what % are still buying 3, 6, 12 months later? This is the true measure of product-market fit.
Analyse customer retention by acquisition cohort (monthly). Show retention rate = % of cohort who purchased again. Cohort | M0 | M1 | M2 | M3 | M4 | M5 | M6 Jan | 1,200 | 38% | 24% | 18% | 14% | 12% | 11% Feb | 980 | 35% | 22% | 17% | 13% | 11% | - Mar | 1,450 | 42% | 28% | 22% | 17% | - | - Apr | 1,100 | 40% | 26% | 20% | - | - | - May | 1,380 | 44% | 30% | - | - | - | - Jun | 1,600 | 46% | - | - | - | - | - 1. Is retention improving or declining across cohorts? 2. The biggest drop is between M0 and M1 โ what are the likely causes? 3. If we improve M1 retention from 38% to 50%, what is the 12-month revenue impact assuming AOV โน1,500 and 1,200 customers/cohort? 4. Which cohort shows the healthiest retention? What happened that month?
The calculation most brands never do: What is the revenue per marketing email for your top 10% vs your bottom 50%? For a typical brand, top 10% customers generate 8-12x more revenue per email than bottom 50% customers โ yet they receive the exact same emails at the same frequency.
What to do about it:
โข Identify your Champions segment (high RFM) and give them VIP treatment โ early access, exclusive products, personal outreach
โข Identify your At-Risk high-value customers (dropped off recently) and trigger a personal win-back campaign
โข Stop over-communicating with Hibernating low-value customers โ the cost of unsubscribes and spam complaints outweighs the revenue
Ask Claude: "Given this RFM distribution, design a differentiated communication strategy for each segment โ frequency, channel, offer type, and tone."
Customer LTV Modelling
LTV (Lifetime Value) is the most important number in marketing โ because it tells you how much you can afford to spend acquiring a customer. Claude can model LTV, segment it, and connect it to your acquisition strategy.
Calculate Customer LTV and segment by acquisition channel: Business: D2C nutrition brand | Gross Margin: 52% Channel | Customers | AOV | Orders/yr | Retention | CAC Google Ads | 2,400 | โน2,100 | 3.2 | 42% yr2 | โน680 Meta Ads | 1,850 | โน1,800 | 2.8 | 35% yr2 | โน520 Influencer | 980 | โน2,400 | 4.1 | 58% yr2 | โน890 Organic SEO | 620 | โน2,200 | 3.8 | 65% yr2 | โน180 Referral | 440 | โน2,600 | 4.8 | 71% yr2 | โน240 Calculate for each channel: 1. Year 1 LTV = AOV ร Orders ร Gross Margin 2. Year 2 LTV = Year 1 LTV ร Retention Rate 3. 2-Year LTV total 4. LTV:CAC ratio (target > 3x) 5. Which channel should get more budget? Rank by LTV:CAC.
Churn Analysis & Win-Back Strategy
For subscription businesses and repeat-purchase brands, churn is the silent killer. Claude helps you identify churning customers before they leave and design data-driven win-back campaigns.
Identify at-risk customers and design a win-back strategy. Context: SaaS product, monthly subscription โน2,999/mo Churn signals (from product data): Behaviour | Churned Rate | Active Rate Login frequency < 2/week | 68% | 12% Feature usage dropped 50%+| 71% | 8% Support tickets > 3/month | 58% | 14% No login in 14 days | 82% | 2% Downgraded plan | 74% | 11% 1. Build a churn risk score (0-100) using these signals 2. Design a 3-step intervention for high-risk customers (score > 70) 3. What is the revenue impact of reducing churn from 8% to 6% monthly on a base of 5,000 subscribers at โน2,999/mo? 4. Write a personalised win-back email for a customer who hasn't logged in 21 days and had 3 support tickets last month
Building Customer Personas with Claude
Data-driven personas are more actionable than gut-feel personas. Claude can build rich customer personas from your actual transaction, demographic, and behavioural data โ personas that the entire team can use to make better creative and channel decisions.
Build 4 customer personas from this segmentation data. Brand: Premium skincare D2C, AOV โน3,200 Segment | Age | Gender | City Tier | AOV | Freq | Top Category | Acquisition Champions | 28-38| 78% F | Tier 1 | โน6,200| 6/yr | Anti-aging | Influencer Loyalists | 32-45| 71% F | Tier 1-2 | โน3,800| 4/yr | Moisturisers | Google Search Occasionals|24-32| 65% F | Tier 1-3 | โน1,900| 2/yr | Sunscreen/basic | Meta At-Risk | 35-50| 69% F | Tier 1 | โน4,100| prev | Anti-aging | Influencer For each segment: 1. Name the persona (memorable, specific) 2. Write a 50-word persona description 3. Their primary motivation for buying skincare 4. Their biggest purchase barrier 5. Best channel and message to reach them 6. One campaign idea tailored to this persona
Lab: Build a Customer Segment Report
Full RFM Segmentation + Action Plan
Using your own customer data (or the sample data in this slide), build a complete RFM segmentation and derive an action plan using Claude. This is the most valuable exercise in this module.
Key Distinctions โ Segmentation
Quiz โ Segmentation & Cohorts (8 Questions)
Behavioural Segmentation Beyond RFM
RFM tells you what customers bought and when. Behavioural segmentation tells you how they shop โ device, time of day, category preference, promotion sensitivity. Claude helps you build multi-dimensional segments that drive truly personalised marketing.
Build behavioural segments from this customer data (e-commerce brand): Segment Behaviour | % Customers | AOV | Conv Rate | Pref Channel | Discount Response Mobile-only shoppers | 42% | โน1,200 | 1.8% | App/Mobile | High (28% lift) Desktop research-buy | 28% | โน3,400 | 3.2% | Desktop | Low (4% lift) Discount hunters | 18% | โน1,800 | 0.8% base | Email/Push | Very high (65% lift) Loyal full-price | 8% | โน4,200 | 4.1% | Email | None needed Impulse-social | 4% | โน1,500 | 2.9% | Instagram | Medium (18% lift) 1. Which segment is most profitable (Revenue - Discount cost)? 2. "Discount hunters" have 65% lift with offers โ but at what margin cost? 3. Design a different marketing strategy for each behavioural segment 4. How should we avoid training "Loyal full-price" customers to expect discounts?
Geographic Segmentation Analysis
Geography is one of the most underused segmentation dimensions in Indian marketing. Tier 1 vs Tier 2 vs Tier 3 customers have fundamentally different AOVs, channel preferences, and product affinities. Claude helps you decode the geographic opportunity.
Analyse geographic performance for our beauty brand (last 6 months): City Tier | Orders | Revenue | AOV | Top Products | Preferred Channel | Return Rate Tier 1 (6 cities) | 18,400 | โน8.3Cr | โน4,511 | Premium skincare | Website/App | 12% Tier 2 (28 cities) | 22,100 | โน6.2Cr | โน2,805 | Mass + mid-premium | Website | 8% Tier 3 (120+ cities)| 14,200 | โน2.8Cr | โน1,972 | Entry-level | COD preferred| 14% International | 1,800 | โน1.1Cr | โน6,111 | Premium/gift sets | Website | 6% 1. Which tier has best unit economics (AOV vs return rate)? 2. Tier 3 has 14% return rate โ top 3 likely causes and solutions 3. How should product assortment differ by tier? 4. We want to grow Tier 2 by 40% โ what marketing strategy changes? 5. International at โน6,111 AOV โ should we invest more there?
NPS Analysis with Claude
Net Promoter Score (NPS) is the gold standard for measuring customer loyalty โ and the verbatim comments from NPS surveys are among the most valuable marketing research you can do. Claude can analyse hundreds of NPS responses in minutes.
Analyse our NPS survey results (last quarter, n=482): Promoters (9-10): 198 | Passives (7-8): 168 | Detractors (0-6): 116 NPS = (198-116)/482 ร 100 = 17 Sample verbatim comments: PROMOTERS: "Fast delivery, exactly as described", "Best quality I've found", "Customer service resolved my issue in minutes", "Love the subscription model" PASSIVES: "Good but slightly overpriced", "Delivery took 5 days, expected 3", "Product is fine, nothing exceptional", "App crashes sometimes" DETRACTORS: "Wrong item delivered, took 2 weeks to resolve", "Quality worse than photos", "Impossible to cancel subscription", "No response from support for 4 days" 1. What is our NPS? Is 17 good or bad for our category? 2. Categorise all comments into themes (delivery, quality, service, product, tech) 3. Which theme has the most Detractor mentions? This is the #1 priority fix. 4. Write 3 specific actions to move Passives to Promoters 5. What marketing claims should we amplify based on Promoter feedback?
Customer Journey Mapping with Claude
A customer journey map visualises every touchpoint from awareness to advocacy. Claude helps you build data-driven journey maps that reveal where customers drop off, what messaging works at each stage, and where to invest next.
Map the customer journey for our fitness app (subscription โน999/month). Data from 1,000 paying subscribers (survey + analytics): Stage | How they found us | % each path | Time in stage | Key action Awareness | Instagram Reel | 38% | 1-3 days | Saved/shared content | Google Search | 28% | same day | Clicked ad or organic | Friend referral | 22% | immediate | Downloaded app | YouTube | 12% | 2-5 days | Subscribed to channel Consideration | Free trial started | 100% | 3-14 days | Used 2+ features | Abandoned trial | 62% | Day 3-5 | Stopped logging in Decision | Converted to paid | 38% | Day 7-14 | Credit card added Retention | Still active Month 3 | 58% | ongoing | 4+ sessions/week Advocacy | Referred a friend | 22% | Month 2-4 | Used referral code 1. Where is the biggest opportunity โ improving trial conversion or retention? 2. 62% abandon trial โ what interventions at Day 3-5 could reduce this? 3. Instagram has 38% of awareness but what % of paid conversions? 4. Design a personalised message for each journey stage
SEO Analytics with Claude
SEO is the highest-LTV acquisition channel for most businesses โ customers who find you via organic search have lower CAC, higher intent, and better retention than paid channels. Claude helps you analyse SEO performance, find opportunities, and prioritise content investments.
Keyword Opportunity Analysis
Not all keywords are equal. The best SEO opportunities combine commercial intent, reasonable competition, and meaningful search volume. Claude helps you find these opportunities in your niche.
Analyse these keywords for our fitness equipment brand (India). We currently rank for keywords marked with our position. Keyword | Vol/mo | Difficulty | Our Rank | CPC "home gym equipment" | 22,000 | 65 | 8 | โน45 "adjustable dumbbells" | 18,000 | 58 | 4 | โน38 "resistance bands" | 45,000 | 72 | 15 | โน22 "protein powder" | 85,000 | 82 | Not ranked| โน65 "yoga mat india" | 28,000 | 55 | 2 | โน18 "home workout equipment" | 15,000 | 48 | 12 | โน40 "kettlebell 20kg" | 8,500 | 42 | 6 | โน52 "treadmill under 30000" | 12,000 | 60 | Not ranked| โน95 1. Rank keywords by opportunity score (Vol ร (1-Difficulty) ร Intent) 2. Which keywords are on page 2 (rank 11-20) โ quick wins with content update? 3. Which keywords are too competitive given our current authority? 4. Suggest 5 long-tail variants of our best opportunity keywords
Content Performance Audit
Most brands have blog posts and landing pages that were once valuable but are now decaying โ losing rankings, traffic, and conversions. Claude helps you identify and prioritise which content to refresh for maximum impact.
Audit our blog content performance (Google Search Console + GA4 data): URL | Impressions | Clicks | CTR | Avg Pos | Sessions | Conv /blog/home-gym-guide | 45,000 | 1,800 | 4.0%| 5.2 | 1,650 | 28 /blog/protein-myths | 28,000 | 560 | 2.0%| 12.1 | 490 | 4 /blog/resistance-training | 18,000 | 1,080 | 6.0%| 3.8 | 980 | 41 /blog/yoga-for-beginners | 65,000 | 975 | 1.5%| 8.4 | 850 | 6 /blog/best-dumbbells-2022 | 32,000 | 640 | 2.0%| 11.3 | 580 | 12 /blog/morning-workout | 12,000 | 840 | 7.0%| 2.9 | 790 | 35 1. Which posts are quick-win opportunities (good impressions, poor CTR)? 2. Which posts are on the cusp of page 1 (position 8-15)? 3. Which posts convert best โ use this to guide future content creation 4. The "best-dumbbells-2022" post โ why is it underperforming and what fix?
A blog post ranking #1 for "what is a dumbbell?" might get 50,000 sessions per month but convert at 0.1%. A product comparison post ranking #4 for "best dumbbells under โน5,000" might get 3,000 sessions but convert at 4%.
Revenue from Post 1: 50,000 ร 0.1% ร โน4,000 AOV = โน2,00,000
Revenue from Post 2: 3,000 ร 4% ร โน4,000 AOV = โน4,80,000
The lower-traffic post generates 2.4x more revenue.
Use Claude to calculate revenue per session for every content piece: "Given these content performance metrics and my 2% average conversion rate and โน4,000 AOV, calculate revenue per session for each blog post. Rank by revenue contribution, not traffic."
This single reframe will change your entire content strategy.
Competitor Gap Analysis
Your competitors have already done the work of discovering what content drives organic revenue in your industry. Claude helps you analyse their strategy and identify the gaps you should fill.
Identify content gaps vs our top competitor (data from SEMrush/Ahrefs export). Our brand: FitZone. Competitor: HealthKart. HealthKart ranks for (we do NOT rank for): Keyword | Volume | HealthKart Pos "whey protein benefits" | 35,000 | 3 "creatine dosage" | 28,000 | 5 "pre workout india" | 22,000 | 2 "bcaa vs eaa" | 15,000 | 4 "intermittent fasting guide" | 42,000 | 6 "gym diet plan india" | 38,000 | 3 We rank for (HealthKart does NOT): "home gym setup" | 18,000 | 4 "resistance band workout" | 22,000 | 3 1. Which competitor keywords should we target first? Rank by priority. 2. What type of content does HealthKart create for these keywords? 3. Our strength is home fitness. How do we use this angle to compete on HealthKart's strong keywords? 4. Suggest 3 content ideas that combine our home fitness strength with their high-volume nutrition keywords.
Lab: SEO Performance Analysis
Complete SEO Content Audit
Using Google Search Console data (free, available to any website owner), conduct a complete content audit with Claude in under 30 minutes.
Quiz โ SEO & Content Analytics (6 Questions)
Core Web Vitals Analysis
Core Web Vitals are Google's user experience metrics that directly impact search rankings. LCP (loading), FID/INP (interactivity), and CLS (visual stability) โ poor scores cost you organic visibility. Claude helps you interpret these metrics and prioritise fixes.
Analyse Core Web Vitals for our e-commerce site (Google Search Console data): Page Type | LCP | INP | CLS | Mobile Pass% | Desktop Pass% Homepage | 3.2s | 180ms | 0.12 | 62% | 88% Product Pages | 4.8s | 245ms | 0.28 | 38% | 72% Category Pages | 3.9s | 195ms | 0.15 | 55% | 81% Blog Posts | 2.8s | 120ms | 0.05 | 78% | 95% Checkout | 5.2s | 320ms | 0.08 | 28% | 68% Benchmarks: LCP good = <2.5s | INP good = <200ms | CLS good = <0.1 1. Which pages are failing Core Web Vitals and at what risk to rankings? 2. Product Pages have CLS of 0.28 โ what typically causes high CLS? 3. Checkout at 5.2s LCP โ what is the likely revenue impact? 4. Prioritise fixes by: SEO impact ร revenue impact 5. What 5 technical changes would have highest impact on LCP?
Local SEO Analytics
For businesses with physical locations โ retail, restaurants, clinics, real estate โ local SEO is the highest-intent acquisition channel. Claude helps you analyse Google Business Profile performance and identify local search opportunities.
Analyse Google Business Profile performance for our 5 store locations: Location | Views | Searches | Direction Req | Calls | Website Clicks | Reviews | Avg Rating Mumbai-BKC | 8,400 | 3,200 | 680 | 420 | 850 | 284 | 4.6 Mumbai-Andheri| 5,200 | 1,980 | 320 | 195 | 420 | 142 | 4.2 Delhi-CP | 6,800 | 2,600 | 540 | 380 | 680 | 198 | 4.8 Bangalore-MG | 7,100 | 2,800 | 610 | 440 | 720 | 312 | 4.7 Pune-FC Road | 3,100 | 1,200 | 180 | 110 | 240 | 68 | 3.9 1. Which location has best conversion (views โ actions)? 2. Mumbai-Andheri has 4.2 rating vs Delhi-CP at 4.8 โ revenue impact? 3. Pune-FC Road has only 68 reviews โ what is the priority action? 4. How do we improve "Searches" โ "Direction Requests" conversion? 5. Write a response template for negative reviews that protects brand reputation
Backlink Analysis with Claude
Backlinks remain one of the strongest ranking signals. Understanding your backlink profile โ and your competitors' โ helps you identify link building opportunities and diagnose ranking drops. Claude interprets backlink data to guide your strategy.
Analyse our backlink profile vs top competitor (Ahrefs/SEMrush data): Metric | Our Site | Competitor A | Gap Domain Authority | 38 | 54 | -16 Total Backlinks | 4,200 | 18,400 | -14,200 Referring Domains | 380 | 1,240 | -860 Dofollow Links | 68% | 72% | -4% Avg Link DR | 32 | 48 | -16 New Links (last 30d) | 12 | 85 | -73 Lost Links (last 30d) | 8 | 14 | - Top Link Sources (Competitor A that we don't have): - TechCrunch India (DR 82) - YourStory (DR 78) - Inc42 (DR 74) - ET Tech (DR 88) 1. Is the DA gap a serious problem for our target keywords? 2. Competitor gets 85 new links/month vs our 12 โ what content drives theirs? 3. We are missing links from TechCrunch, YourStory, Inc42 โ what type of content gets coverage from these outlets? 4. Build a 3-month link building strategy to close 30% of the gap
Featured Snippet Optimisation
Featured snippets (Position 0) appear above all organic results โ they get 8% of clicks on average but dominate voice search. For question-based queries in your niche, winning the featured snippet can double your organic visibility. Claude helps you identify and win these opportunities.
Identify featured snippet opportunities from our rankings data: Keyword | Our Rank | Snippet Exists | Snippet Type | Our Snippet? "what is ROAS in marketing" | 4 | Yes (def box) | Definition | No "how to calculate CAC" | 2 | Yes (numbered) | List | No "meta ads vs google ads" | 6 | Yes (table) | Table | No "best time to send email" | 3 | Yes (para) | Paragraph | No "what is customer LTV" | 1 | No | - | - "marketing attribution models" | 5 | Yes (list) | List | No 1. Which keywords have the best featured snippet opportunity given our rank? 2. We rank #1 for "customer LTV" but no snippet โ how do we create one? 3. "Meta ads vs google ads" needs a table snippet โ what should the table include? 4. Write the optimised content format for "how to calculate CAC" to win the numbered list snippet (max 40 words, 5 steps)
Marketing Mix Modelling Basics
Marketing Mix Modelling (MMM) is the gold standard for measuring the true contribution of every marketing channel โ including channels that attribution tools can't track like TV, OOH, and brand awareness spend. Claude helps you understand and apply MMM thinking even without a data science team.
Apply MMM thinking to our brand's revenue drivers (FMCG brand). Monthly data (18 months): Month | Revenue | Digital Spend | TV Spend | Promotion | Seasonal Index | Avg Price Jan | โน4.2Cr | โน28L | โน45L | No promo | 0.82 | โน299 Feb | โน3.8Cr | โน24L | โน45L | No promo | 0.74 | โน299 Mar | โน5.1Cr | โน32L | โน55L | Yes | 0.91 | โน269 [...] Oct | โน8.2Cr | โน48L | โน65L | Yes | 1.42 | โน269 Nov | โน9.5Cr | โน55L | โน75L | Yes | 1.65 | โน249 Using regression thinking, estimate: 1. What % of revenue is "base" (would exist without any marketing)? 2. What incremental revenue is driven by Digital vs TV? 3. What is the revenue impact of promotions? 4. If we cut TV by 30% and increase Digital by 30%, what happens to revenue?
UTM Tracking Setup & Analysis
UTM parameters are the foundation of accurate marketing attribution. Without clean UTM tracking, revenue gets mis-attributed to "Direct" and channel performance is invisible. Claude helps you audit your UTM structure and fix attribution gaps.
Audit our UTM tracking quality. These are actual UTM parameters found in our GA4 (last month top sources): utm_source | utm_medium | utm_campaign | Sessions | Revenue | Issue? google | cpc | brand_aug24 | 12,400 | โน8.2L | OK facebook | social | summer_sale | 8,200 | โน4.1L | Medium unclear Instagram | (none) | (none) | 3,400 | โน1.8L | Missing UTMs! email | Email | weekly_newsletter | 2,100 | โน1.2L | Case inconsistent FACEBOOK | CPC | BRAND | 1,800 | โน0.9L | Duplicate of fb! newsletter | email | aug_promo | 1,600 | โน0.8L | Source/medium swapped (direct) | (none) | (none) | 9,200 | โน5.1L | Untracked traffic 1. How much revenue is currently "lost" to untracked / miscategorised? 2. "FACEBOOK" and "facebook" are showing as different sources โ impact? 3. Instagram has 3,400 sessions with no UTMs โ what should the UTM be? 4. Build a UTM naming convention for our brand (all channels, formats) 5. How do we retroactively clean this data in GA4?
Cross-Device Attribution
A customer who sees your Instagram ad on mobile, researches on desktop, and buys on mobile again โ how do you attribute that purchase? Cross-device attribution is one of the hardest problems in marketing analytics. Claude helps you understand the gap and practical solutions.
Analyse cross-device journey data from GA4 (User-ID enabled): Device Path | Sessions | Conversions | Revenue | % of Total Mobile only | 45,200 | 890 | โน26.7L | 58% Desktop only | 18,400 | 620 | โน31.0L | 40% Mobile โ Desktop โ Buy | 8,200 | 185 | โน11.1L | 24% Desktop โ Mobile โ Buy | 3,800 | 98 | โน4.9L | 13% Mobile โ Mobile โ Buy | 12,400 | 245 | โน7.4L | 16% App โ Website โ Buy | 2,100 | 68 | โน4.8L | 9% 1. Without User-ID, how would GA4 mis-count unique users? 2. Desktop-only has lower sessions but higher revenue โ what does this mean? 3. "Mobile โ Desktop โ Buy" path โ how do we optimise for this journey? 4. Our mobile conversion rate appears 1.8% but true rate may be higher โ why?
Attribution Models Explained
Attribution is the most debated and most misunderstood topic in marketing analytics. How you attribute conversions determines where you invest budget โ which means attribution errors directly cost you revenue. Claude helps you understand, choose, and use the right model for your business.
Multi-Touch Attribution with Claude
Real customers touch multiple channels before buying. Understanding this path is essential for allocating budget correctly. Claude can analyse your conversion path data and show you what last-click is hiding.
Analyse these customer conversion paths (last 30 days, 500 conversions). Format: Channel touchpoints in order โ Converted Path | Conversions | Revenue Instagram Ad โ Google Search โ Purchase | 145 | โน8,70,000 Google Search โ Purchase | 98 | โน5,88,000 YouTube Ad โ Instagram โ Search โ Purchase | 72 | โน5,76,000 Email โ Purchase | 68 | โน4,08,000 Instagram โ Instagram โ Search โ Purchase | 52 | โน4,16,000 Direct โ Purchase | 38 | โน2,28,000 Influencer โ Search โ Purchase | 27 | โน2,43,000 Under last-click, Google Search gets 100% credit for paths 1, 3, 5, 7. Under linear attribution, recalculate channel credit. 1. Which channel is most undervalued by last-click? 2. How much of Search revenue actually originated from Instagram/YouTube? 3. What does this suggest about our Instagram budget allocation?
The real question is incrementality: If I had NOT run this campaign, how many fewer conversions would have occurred? This is the true value of a channel.
The ghost stores experiment: Meta ran an experiment for a major retailer โ they showed ads to half the audience and nothing to the other half (the "ghost" group). The group that saw ads bought more โ but the difference was only 18% more, not 100% more. The other 82% of attributed conversions would have happened anyway. Last-click attributed 100% of those sales to Meta.
How to run incrementality tests with Claude's help: "We want to test the incrementality of our Instagram budget. Design a geo holdout test โ which regions should be our control (no Instagram ads) vs test (normal Instagram ads), and for how long do we need to run it to detect a 15% lift with 80% power?"
Claude can design the test, calculate required sample sizes, and analyse the results.
Google & Meta Ads Analysis with Claude
Google and Meta are the two largest paid advertising platforms for most businesses. Claude helps you analyse performance, identify inefficiencies, and optimise spend across both platforms simultaneously.
Compare Google Ads vs Meta Ads performance (last 30 days). Business: D2C supplement brand | Target ROAS: 3.5x | Gross Margin: 58% GOOGLE ADS: Spend: โน3,20,000 | Revenue: โน12,80,000 | ROAS: 4.0x New Customers: 185 | Returning: 142 | CAC: โน1,730 META ADS: Spend: โน2,80,000 | Revenue: โน5,88,000 | ROAS: 2.1x New Customers: 312 | Returning: 48 | CAC: โน898 Meta-attributed ROAS is 7-day click, Google is last-click 1. Which platform is actually more efficient given attribution differences? 2. Meta has lower CAC but lower ROAS โ is this a problem? 3. Google has more returning customers โ what does this tell us? 4. How should we reallocate the combined โน6L budget for next month? 5. What one test should we run to resolve the attribution confusion?
ROAS Optimisation Framework
Optimising ROAS is not just about pausing underperforming campaigns. It requires a systematic framework that considers marginal returns, audience saturation, creative fatigue, and channel interaction effects.
Our blended ROAS has declined from 4.2x to 3.1x over 8 weeks. Weekly data: Week | Spend | Revenue | ROAS | New Cust | CPM | CTR | CVR W1 | โน4.2L | โน17.6L | 4.2x | 220 | โน180 | 2.8% | 3.1% W2 | โน4.5L | โน18.0L | 4.0x | 228 | โน185 | 2.7% | 3.0% W3 | โน5.0L | โน19.0L | 3.8x | 235 | โน195 | 2.5% | 2.8% W4 | โน5.5L | โน19.8L | 3.6x | 240 | โน210 | 2.3% | 2.7% W5 | โน6.0L | โน20.4L | 3.4x | 242 | โน225 | 2.1% | 2.6% W6 | โน6.5L | โน20.8L | 3.2x | 238 | โน245 | 1.9% | 2.5% W7 | โน7.0L | โน21.7L | 3.1x | 231 | โน268 | 1.7% | 2.5% W8 | โน7.5L | โน23.3L | 3.1x | 228 | โน285 | 1.6% | 2.4% 1. Diagnose the ROAS decline โ is it CPM inflation, creative fatigue, CVR drop? 2. What is the "optimal spend" based on marginal ROAS (incremental return)? 3. At week 5, should we have reduced budget? What signal indicates this? 4. What 3 actions would stabilise ROAS back to 3.8x+?
Lab: Attribution Model Comparison
Attribution Analysis for Your Business
This lab helps you understand how different attribution models change your view of channel performance โ and budget decisions.
Quiz โ Attribution & Paid Ads (6 Questions)
Social Media Analytics with Claude
Social media generates enormous amounts of data โ but most brands track the wrong metrics and make the wrong decisions. Claude helps you focus on the metrics that actually predict business outcomes, not just likes and follows.
Social Media Performance Analysis
Analysing social media performance requires moving beyond vanity metrics. Claude helps you connect social performance to business outcomes โ awareness, website traffic, and ultimately revenue.
Analyse Instagram performance for our fashion brand (last 30 days). Followers: 125,000 | Monthly Active Audience: 85,000 Post Type | Posts | Avg Reach | Eng Rate | Link Clicks | Saves | Content Theme Reels-Product | 8 | 22,000 | 4.2% | 380 | 1,250 | New arrivals Reels-Lifestyle| 6 | 45,000 | 6.8% | 125 | 2,800 | Outfit ideas Carousels | 5 | 12,000 | 5.1% | 420 | 980 | Styling tips Static posts | 10 | 8,000 | 2.1% | 95 | 180 | Product shots Stories | 45 | 18,000 | - | 850 | - | Mix 1. Which content type drives most website traffic vs most engagement? 2. Lifestyle Reels have 3x reach vs Product Reels โ does this mean we should post more lifestyle content? 3. Stories have highest link clicks โ what does this tell us? 4. Build a content mix recommendation for next month
Growth Funnel Analysis
Every business has a growth funnel โ the stages from first awareness to loyal customer. Claude helps you quantify each stage, identify the biggest drop-off, and prioritise where to invest for the biggest impact.
Analyse our growth funnel and identify the biggest opportunity. Business: SaaS productivity tool | Monthly data Stage | Users | Conv to Next | Drop-off Website Visits | 85,000 | 18.0% | 82.0% Free Trial Start| 15,300 | 32.0% | 68.0% Feature Activated| 4,896 | 58.0% | 42.0% Day 7 Retained | 2,840 | 45.0% | 55.0% Converted Paid | 1,278 | 72.0% | 28.0% Month 2 Retained| 920 | - | - 1. At which stage is the biggest absolute loss of users? 2. If we improve Trial Start โ Feature Activated from 32% to 45%, how many more paid subscribers do we get monthly? 3. The Day 7 retention at 58% โ is this good or bad for SaaS? 4. Which single stage improvement has the highest revenue leverage? 5. Design one experiment for each of the top 3 drop-off points
Course Summary & Your Next Steps
You now have a complete marketing analytics toolkit powered by Claude. Here is what you have built โ and what to do with it.
Quiz โ Social Media & Growth (6 Questions)
Building CMO Dashboards with Claude
The CMO dashboard is the single most important marketing deliverable you create each week. It must tell a clear story, surface the right insights, and drive one or two clear decisions. Claude helps you build it faster and make it more insightful.
CMO Dashboard Prompt
This is the most valuable prompt in this entire course โ the weekly CMO dashboard generator. Save this, customise it for your business, and use it every Monday morning.
Generate our weekly marketing dashboard. Business: [your brand] Revenue target this month: โน[X]. Days elapsed: [Y]. Revenue to date: โน[Z]. CHANNEL PERFORMANCE (WoW): [paste your channel data table] TOP 3 CAMPAIGNS: [paste best performing campaigns] BOTTOM 3 CAMPAIGNS: [paste worst performing campaigns] FUNNEL METRICS: Sessions: [X] | Leads/Signups: [X] | Paid Conversions: [X] | CAC: โน[X] ANOMALIES THIS WEEK: [any unusual events: competitor activity, platform issues, creative launches] Generate: 1. EXECUTIVE SUMMARY (5 bullets, each max 15 words) 2. PERFORMANCE vs TARGET (on track / at risk / behind โ with specific number) 3. KEY INSIGHT (the non-obvious pattern in this data) 4. BUDGET RECOMMENDATION (specific reallocation for next week) 5. ONE QUESTION THIS DATA CANNOT ANSWER (but the CMO will ask)
Influencer Analytics with Claude
Influencer marketing is one of the fastest-growing channels โ but also one of the hardest to measure. Claude helps you evaluate influencer performance, calculate true ROI, and identify which influencers actually drive revenue vs just awareness.
Analyse influencer campaign performance for our skincare brand (last quarter): Campaign fee paid + product cost included in "Investment" Influencer | Followers | Views | Eng% | Investment | Clicks | Conv | Revenue | ROAS @beauty_priya | 850K | 420,000 | 4.8% | โน1,80,000 | 8,400 | 142 | โน7,10,000| 3.9x @skincare_meera | 320K | 280,000 | 8.2% | โน80,000 | 5,600 | 98 | โน4,90,000| 6.1x @glam_rohan | 2.1M | 95,000 | 1.2% | โน3,50,000 | 1,900 | 18 | โน90,000 | 0.3x @naturals_kavya | 48K | 62,000 | 12.4% | โน25,000 | 3,100 | 68 | โน3,40,000| 13.6x @lifestyle_arjun| 680K | 180,000 | 3.8% | โน1,20,000 | 3,600 | 52 | โน2,60,000| 2.2x 1. Rank influencers by ROAS. Who should we book again? 2. @glam_rohan has 2.1M followers but 0.3x ROAS โ what went wrong? 3. @naturals_kavya has only 48K followers but 13.6x ROAS โ why? 4. What follower size range delivers best ROI for our brand? 5. Design a Q3 influencer strategy based on these learnings
Referral Programme Analytics
Referral programmes are the most capital-efficient acquisition channel when they work โ CAC is essentially the referral reward cost. Claude helps you analyse referral performance, optimise incentive structures, and identify your most valuable referrers.
Analyse our referral programme performance (last 6 months): Reward structure: Referrer gets โน200 credit, Referee gets 20% off first order Metric | Value Total referral links shared | 8,400 Referral links clicked | 3,360 (40% click rate) First orders from referrals | 672 (20% conversion of clicks) Referral CAC | โน280 (reward cost / acquired customer) Referral customer AOV | โน2,840 Referral customer M3 retention| 52% (vs 38% organic average) Top referrer cohort (>5 refs) | 124 customers | 41% of all referrals Referral revenue contribution | 8.4% of total revenue 1. How does referral CAC compare to our paid channels (Meta CAC โน842)? 2. Referral customers have 52% M3 retention vs 38% organic โ why? 3. 124 customers drive 41% of referrals โ who are these "super-referrers"? 4. If we increase referrer reward from โน200 to โน400, model the economics 5. Design a "super-referrer" programme to activate the top 5% of referrers
App Analytics โ DAU, MAU & Stickiness
For app-based businesses, DAU/MAU ratio (stickiness) is the single most important engagement metric. It tells you whether users have built a habit around your product. Claude helps you interpret app analytics and identify growth levers.
Analyse our fitness app analytics (last 3 months): Month | Downloads | DAU | MAU | Stickiness | Session/Day | Avg Duration | Uninstalls Jun | 24,200 | 8,400 | 38,000 | 22% | 1.4 | 8.2 min | 3,200 Jul | 31,400 | 10,200 | 46,000 | 22% | 1.5 | 8.8 min | 4,100 Aug | 28,800 | 11,800 | 52,000 | 23% | 1.6 | 9.4 min | 5,200 Feature Usage (% of DAU): Workout Tracker: 68% | Nutrition Log: 34% | Community: 18% | Live Classes: 12% 1. Our stickiness is 22-23% โ is this good for a fitness app? (Benchmark: Duolingo 47%, Instagram 62%, average apps 13%) 2. Uninstalls rising 63% (Jun-Aug) while MAU grows โ what causes this? 3. Nutrition Log at 34% DAU but Workout Tracker at 68% โ what does this mean? 4. Live Classes at only 12% โ high investment, low usage. Pivot or persist? 5. What 3 product changes would most improve stickiness to 30%+?
Viral Coefficient & Growth Loops
The viral coefficient (K-factor) measures how many new users each existing user brings. If K > 1, your product grows without any paid acquisition. Claude helps you calculate your K-factor and identify which growth loops to invest in.
If K = 1.2: Each user brings 1.2 new users โ exponential growth
If K = 0.8: Each user brings 0.8 new users โ you need paid acquisition to compensate
If K = 0.3: Heavy acquisition dependence โ viral loop is broken
Calculate our viral coefficient and model growth scenarios. Collaboration SaaS tool | Current users: 12,000 Sharing data (last 30 days): - Users who invited teammates: 28% (3,360 users) - Average invites sent per active inviter: 3.2 - Invite acceptance rate: 34% - New users from invites: 3,652 - New users from paid acquisition: 1,200 - Total new users: 4,852 1. Calculate our K-factor. Are we in viral growth territory? 2. If we improve invite acceptance from 34% to 50%, what happens to K? 3. What is the "viral cycle time" โ how long does one cycle take? 4. Model growth at current K vs K=1.0 vs K=1.2 over 6 months 5. What 3 product changes would most increase % of users who invite?
Automated Reporting Workflows
The best marketing analytics teams don't spend time on reporting โ they spend time on insight. By building standardised Claude prompt templates for recurring reports, you can produce weekly, monthly, and quarterly reports in minutes instead of days.
Presenting Data to Stakeholders
The best analysis in the world is worthless if you can't communicate it effectively. Claude helps you tailor your data presentation to different audiences โ and anticipate the questions they'll ask before they ask them.
I need to present our Q2 marketing performance to 3 different audiences. Key data: Blended ROAS 3.2x (target 3.5x), CAC โน1,840 (+12% QoQ), Revenue โน4.8Cr (vs โน5.2Cr target), New customers +18% QoQ Write 3 versions of the Q2 performance summary: VERSION 1 โ For the CEO (60 seconds max, business outcomes only): Focus on: revenue vs target, growth trajectory, one key risk, one key opportunity VERSION 2 โ For the CFO (financial focus, numbers-led): Focus on: efficiency metrics, CAC trends, ROAS vs target, unit economics health VERSION 3 โ For the Marketing Team (tactical, motivating): Focus on: what worked, what we learned, what we're changing, team wins Also: What is the one question each audience will ask that this data doesn't clearly answer? Prepare a response for each.
Building Your Marketing Analytics Stack
The tools you use determine the questions you can answer. Claude helps you design the right analytics stack for your business size and maturity โ and identify the gaps that are costing you insight.
| Business Stage | Essential Tools | Claude Use Case |
|---|---|---|
| Early stage (0-โน1Cr/mo) | GA4 + Meta Ads Manager + Google Ads + Google Search Console | Weekly performance analysis, campaign diagnosis, content audit |
| Growth stage (โน1-10Cr/mo) | + Klaviyo/Mailchimp + Hotjar + SEMrush + a CRM | Email performance, user behaviour analysis, SEO opportunity identification |
| Scale stage (โน10Cr+/mo) | + Segment/mParticle + Amplitude/Mixpanel + Looker + Data warehouse | Cohort analysis, funnel optimisation, multi-touch attribution, executive dashboards |
Audit our current analytics stack and identify gaps: We currently use: GA4, Meta Ads Manager, Google Ads, Mailchimp, basic Excel Monthly revenue: โน3.5Cr | Team size: 8 people | 3 in marketing 1. What analytics questions can we NOT currently answer with this stack? 2. What is the highest-impact tool addition for our stage? 3. What data are we collecting but not using? 4. Build a 12-month analytics maturity roadmap for our business
Marketing Forecasting with Claude
Marketing forecasting โ predicting next month's revenue from planned spend โ is one of the most valuable skills for any senior marketer. Claude helps you build data-driven forecasts and communicate confidence intervals to stakeholders.
Build a marketing revenue forecast for Q4 (Oct-Dec). Historical data and planned changes: HISTORICAL (same period last year): Oct: โน82L spend โ โน3.8Cr revenue (4.6x ROAS) Nov: โน95L spend โ โน4.4Cr revenue (4.6x ROAS) Dec: โน68L spend โ โน3.1Cr revenue (4.6x ROAS) PLANNED CHANGES THIS YEAR: - Budget increased 25% vs last year - New product line launching Oct 15 (estimated +15% AOV) - New influencer partnership starting Nov 1 - Competitor known to increase spend in Nov (expect +10% CPMs) - Website redesign improving CVR by est. 12% (Sep deployment) Build forecast for Oct, Nov, Dec showing: 1. Base case (last year ร budget increase ร CVR improvement) 2. Bull case (new product line performs, influencer works) 3. Bear case (competitor CPM inflation erodes efficiency) 4. Most likely Q4 revenue and confidence range
๐ก The Analytics Mindset
The best campaigns are hypotheses. The best marketing decisions are experiments. The best teams are those who learn faster from data than their competitors.
What separates good from great marketing teams:
โข Good teams know their ROAS. Great teams know their marginal ROAS by audience and creative.
โข Good teams track conversions. Great teams track conversion by cohort, acquisition channel, and device.
โข Good teams report on what happened. Great teams use Claude to model what will happen.
The Claude advantage: Before AI, building a rigorous weekly marketing analysis required a data analyst, 6-8 hours of work, and usually happened too late to act on the insight. Claude compresses this to 15 minutes, available to every marketer regardless of technical skill.
The marketers who will lead teams in 5 years are those who combine creative instinct with analytical rigour โ and use Claude to move at the speed of both simultaneously.
You now have the analytical toolkit. The creative instinct is yours. The combination is unstoppable.
Lab: Build Your First CMO Dashboard
Complete Marketing Dashboard Build
Using your real data (or the sample provided), build a complete CMO-ready marketing dashboard using Claude. This is the capstone exercise of the course.
Key Distinctions โ Advanced Analytics
Quiz โ Reporting & Advanced Analytics (8 Questions)
Final Certification Exam
Test your knowledge across all 6 modules. Pass 70%+ to receive your Marketing Analytics Using Claude certificate, valid for 1 year.