Pull metrics across all active campaigns, generate a structured performance report, and surface the one most important action to take this week.
What you need
- Access to sending platform via MCP (PlusVibe, Instantly, or equivalent)
- Reporting period (default: last 7 days)
- Whether this is an internal report or client-facing
Report sections
Executive summary — 3 bullets max. What happened this week in plain language.
Campaign performance table — every active campaign with key metrics.
Tier movements — which campaigns moved up or down in tier since last week.
Top performer this week — the single campaign with the best interest rate, with a short explanation of why it worked.
Key insight — one pattern observed across all campaigns that informs the next action.
Recommended action — one specific thing to do this week based on the data.
Process
- Pull campaign metrics for the reporting period via MCP
- Calculate open rate, reply rate, and interest rate per campaign
- Run campaign-tiering logic to assign tiers
- Compare to last week's tiers (if data available) to find movements
- Identify the top performer and extract what made it work
- Synthesize one key insight from patterns across all campaigns
- Recommend one specific action
Output format
Outbound Report: [week / date range]
Generated: [date]
Prepared by: Claude Code
EXECUTIVE SUMMARY
• [Key result 1]
• [Key result 2]
• [Key result 3]
CAMPAIGN PERFORMANCE
Campaign | Sends | Opens | Replies | Interested | Tier
[name] | [n] | [n%] | [n%] | [n%] | [1/2/Kill]
...
Total pipeline: [n] interested leads this period
TIER MOVEMENTS
Moved to Tier 1: [campaigns]
Moved to Tier 2: [campaigns]
Killed: [campaigns]
TOP PERFORMER
Campaign: [name]
Interest rate: [n%]
Why it worked: [signal + persona + angle that drove results]
KEY INSIGHT
[One pattern observed across campaigns — e.g., "SDR-hiring signal is outperforming new-CRO signal 2:1 this week"]
RECOMMENDED ACTION THIS WEEK
[Specific action — campaign to scale, test to run, copy to change, signal to add]
Notes
- Client-facing reports: remove internal tier labels and replace with plain-language descriptions
- If interest rate is declining week-over-week, flag it prominently — this is the leading indicator of list exhaustion
- The "key insight" is the most valuable part of the report — don't skip it
- Schedule this report to run automatically every Monday morning via trigger.dev or equivalent automation