Marketing Blueprint
AI + Creating professional, executive-facing... Playbook
Automates creation of executive-ready quarterly G2 report cards by aggregating multi-source rank data and metrics into branded Excel workbooks with minimal manual effort.
1 File Included
quarterly-report-card.md
11 KB
What does this do
Creating professional, executive-facing quarterly G2 report cards manually is time-consuming and requires manual aggregation of multiple data sources into a formatted Excel workbook that matches brand templates.
How It Works
User uploads All_Reports_Rank_Data CSV filtered to a vendor (from Looker export). Optionally uploads supplementary files (Index Report Data, Grid Report Data, Momentum Report Data, Best Performing Products, Historical Report Medals) and call transcript. System parses the rank data, extracts vendor name, pulls G2 MCP data (product star rating, review count, review distribution), optionally browses G2 report profile pages via Chrome to extract satisfaction scores, ROI metrics, and time-to-value stats. Then generates a 6-tab Excel workbook matching PDQ Connect template format: Executive Summary (with KPIs, Key Wins, Areas to Watch), Rank Improvements, Rank Drops, New Reports, All Report Data, and By Category.
About This Blueprint
- Industry
- Computer Software
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