PlaybooksHubSpotRead-only

Quarterly channel ROI

A quarterly review of ad spend by channel against the pipeline and closed revenue it produced in HubSpot, with what to keep, test and cut next quarter.

The prompt
Build a quarterly review of ad spend against the pipeline and closed revenue it produced in HubSpot, by channel, with what to keep, test and cut next quarter.

Why this works

Next quarter's budget gets decided on last quarter's results. This puts each channel's spend next to the revenue it produced, with a call on each one.

Run it on your account.

Connect HubSpot and your ad platforms, then paste the prompt. HubSpot is included from Pro.