Session summary

What we discussed

These are the points raised across the three sessions, grouped by area. Pain points are what the team named as slow or costly. Optimisations are ideas we discussed together. This is not the proposed solution, that is the blueprint.

Pain points (10)

  • PP-001

    Bid and budget changes are fully manual across every account

    Two analysts spend roughly two days a week adjusting bids and budgets account by account with no automation.

    HIGHSession 2
  • PP-002

    Weekly client reports are rebuilt by hand per client

    Reporting consumes a half day per analyst every week copying numbers into a template.

    HIGHSession 2
  • PP-003

    Search term harvesting is manual pattern work

    Mining keywords and negatives from search term reports is repetitive and rules based but still done by hand.

    MEDIUMSession 2
  • PP-004

    Listing copy is written from scratch every time

    Titles, bullets and A plus content start from a blank document for each product with no reusable scaffold.

    HIGHSession 3
  • PP-005

    Catalogue research repeats the same steps per client

    The keyword and competitor research routine is identical across catalogues but redone manually each time.

    MEDIUMSession 3
  • PP-006

    Onboarding stalls waiting on access and assets

    Access and brand assets are chased over email and Slack with no structured intake.

    MEDIUMSession 1
  • PP-007

    Client status updates are ad hoc and time consuming

    Keeping clients informed is spread across inboxes and threads with no single view.

    MEDIUMSession 3
  • PP-008

    Spend reconciliation before invoicing is error prone

    Month end ad spend is reconciled by hand across accounts before invoices can go out.

    MEDIUMSession 3
  • PP-009

    Catalogue health is monitored manually

    Suppressed listings and buy box loss are caught only when someone looks.

    MEDIUMSession 3
  • PP-010

    Every proposal is a from scratch audit

    Pitching a prospect means hours of manual data pulling and deck building before fit is even known.

    HIGHSession 1

Optimisations (8)

  • OPT-001

    Rules driven bid and budget assistant

    A copilot that proposes bid and budget moves from live data for the analyst to approve.

    HIGHSession 2
  • OPT-002

    One click client reporting

    Generate the weekly client report from the account data automatically.

    HIGHSession 2
  • OPT-003

    Automated search term harvesting

    Scheduled mining of keywords and negatives with a review queue.

    MEDIUMSession 2
  • OPT-004

    Listing content generation scaffold

    Draft titles, bullets and A plus content from the research brief.

    HIGHSession 3
  • OPT-005

    Reusable research workflow

    A repeatable research assistant that outputs a standard brief.

    MEDIUMSession 3
  • OPT-006

    Structured onboarding intake

    A guided intake that collects access and assets and tracks what is outstanding.

    MEDIUMSession 1
  • OPT-007

    Unified client workspace

    One place for status, deliverables and updates per client.

    MEDIUMSession 3
  • OPT-008

    Catalogue health monitor

    Automatic alerts on suppressions and buy box loss.

    MEDIUMSession 3