Turn Raw Marketing Data Into a Live AI Dashboard
Stop exporting spreadsheets to explain performance. This walks through building a live AI dashboard that turns raw marketing data into decisions.
Stop exporting spreadsheets to explain performance. This walks through building a live AI dashboard that turns raw marketing data into decisions.
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How a single well-built prompt becomes a repeatable marketing automation system — the sequence that turns one-off content into a process.
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AI is fast, but it isn’t judgment, trust, or context. Here’s the 3C model for the human skills that stay valuable as automation scales.
Twelve prompts built to give you finance clarity fast — where margins move, what's driving costs, and what to check before you decide.
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We spent $62,000 on marketing in one quarter and honestly couldn’t tell you which channel earned it back. So we reconciled six messy data files — ad exports, bank statements, a CRM pull — into one table with Claude, using a method I now teach as GCPS. Turns out the channel eating half the budget was doing the least work. Here’s the exact prompts we used, so you can run it on your own numbers. #Data Analytcis #Marketing Data
Tool Tutorial · AI Marketing System How to Build a Claude Cowork AI Marketing Engine By……...
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The problem: I couldn’t remember who I met
As an AI strategy consultant, I’m in networking spaces often — SME events, E3 Power Team sessions, bootcamp open days, speaking engagements. Every time, the same thing happens. Someone hands me a name card, or we just quickly scan each other’s WhatsApp. It feels efficient in the moment.
Then I get home. I open my phone, and there’s a new contact saved with just a name and number. No context. No memory of what we talked about, which event it was, or why I should follow up. Multiply that by every event I attend, and I was quietly losing dozens of good connections a month — not because I didn’t care, but because there was no system holding the memory for me.
The handshake was never the problem. It’s what happens — or doesn’t happen — in the days after, when the memory of who they are starts to fade.
What I built to fix it
So I created a digital namecard that does the remembering for me. Here’s how it actually works, in the order a person experiences it:
They scan my QR code. It saves my contact directly to their phone — no typing, no mistakes.
They can come back to the same page afterward and leave a few details for me — their name, company, and a note on how we met — so I can remember and follow up properly.
Or, they can WhatsApp me straight from the card. This is the part I’m most happy with. One tap opens a chat with me, already saying who they are and where we met. That message becomes a record in both of our phones, instantly. No waiting, no forgetting.
On my end, I have a private back-end I can log into, where I see everyone who filled up the lead form — their details, when they connected, and from which event. I can mark them as followed up, add notes, and keep track properly instead of relying on memory.
The process now feels almost seamless. Someone I meet at an event can save my contact, message me instantly on WhatsApp, or leave their details if they’d like me to reach out — and either way, there’s a record somewhere instead of nothing.
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✳️ Member-Only · Prompt Library Your New AI Prompt Library: 29 Ready-to-Use Claude Prompts Jane Chew……...
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AI Strategic View Series · #1 AI and Jobs: What Malaysian Business Leaders Need to Know…
AI for Operations Series · #1: The Basics AI for Your Back Office: Where to Start……...
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