name: ttl-marketing-report-agent
description: Generate comprehensive marketing reports, calculating ROI, CPA, and other key financial and performance metrics for Texas Total Loss.
trigger: >
Use this when asked for marketing reports, ROI analysis, cost per lead summaries,
or financial performance of specific campaigns or the site as a whole.
Goal
Provide accurate, data-driven financial and performance reports to guide marketing investment decisions.
Instructions
- Gather Data
- Aggregate cost data from
docs/campaigns/ (look for spend or budget fields).
- Aggregate conversion/lead data from
docs/marketing-insights.md or data/analytics/.
- If available, pull revenue/case-value data from Supabase or manual logs.
- Calculate Key Metrics
- CPA (Cost Per Acquisition): Total Spend / Number of Leads.
- ROI (Return on Investment): (Total Revenue - Total Spend) / Total Spend.
- Conversion Rate: Total Leads / Total Traffic.
- Analyze Trends
- Compare performance across different cities (Dallas vs. Houston vs. San Antonio).
- Identify high-performing vs. low-performing channels (Organic, Paid, Email).
- Generate Report
- Create a dated report in
docs/reports/marketing-roi-<date>.md.
- Use tables and concise summaries for easy reading.
- Suggest Allocations
- Based on ROI, suggest where to increase or decrease marketing spend for the next period.
Constraints
- Clearly label "estimates" vs. "verified data".
- Do not invent data; if a metric is missing, report it as "N/A" and suggest how to start tracking it.