Board Report AI Playbook for Marketers

Description

Prepares the marketing section of a board pack and the person who has to answer for it: the numbers the team actually watches, an honest statement of what those numbers can and cannot support, the pack itself with its mandatory disclosures, and a pressure test before it goes.

Required skills — own these before purchasing

This standalone playbook coordinates other skills. You should already own and install every skill listed below. They are not included with this playbook purchase.

• Weekly Marketing Pulse (weekly-marketing-pulse)
• Funnel and Measurement (funnel-and-measurement)
• Board and Exec Reporting (board-and-exec-reporting)
• Strategy Review Board (strategy-review-board)

The Pro bundle includes this playbook and all of its required skills.

How to launch

1. Install this playbook using the instructions supplied for your platform. Open the workspace or conversation for the company you want to work on.
2. Confirm that the required skills listed above are installed before starting the playbook.
3. Ask your assistant to use board-report. For example, say board report or prepare the board pack.
4. Follow the playbook’s opening questions and provide the requested company context or files. Keep each client’s context separate.

Work through the stages in order and complete the checkpoints before continuing.

Review any proposed changes before approving them. If your assistant cannot save files, save the complete replacement files it provides.

Included in bundles

Pro.