Campaign results: Delivery and performance records for the selected work. Account context: Relevant customer history and prior opportunities. Future availability: Inventory or offer information for the next plan.
Who uses it
Account owner + campaign lead
The workflow
From campaign results to a renewal proposal.
A renewal should build on what happened in the last campaign. This workflow turns the evidence into a wrap-up, a learning agenda, and proposed next steps for the seller to review.
01
Your team
Choose the campaign and account
Set the campaign period and the renewal question the team needs to answer.
Starts with: a campaign and account scope.
02
AI assistance
Bring results and account history together
Gather delivery results, account and opportunity context, and available inventory. Make gaps in the evidence visible.
Produces: a campaign and account evidence set.
03
AI assistance
Prepare the renewal options
Draft a results summary, learning agenda, and proposed budget, channel, or flight options grounded in the available evidence.
Produces: a renewal brief and client narrative.
04
Human decision
Shape the commercial recommendation
The seller reviews the evidence and proposed commitments, edits the narrative, and decides what to take to the client.
People decide: renewal recommendations and client commitments.
05
AI assistance
Prepare the approved handoff
Keep the reviewed narrative and CRM-ready brief together for the account owner.
Produces: a reviewed renewal package.
A CRM-ready brief is prepared for review. Publishing CRM changes or making commitments requires the appropriate authorization.
What comes out
A renewal brief and draft client narrative
Campaign wrap-up
Results and limits of the available evidence.
Renewal options
A learning agenda and proposed next campaign.
Seller handoff
A reviewed narrative and CRM-ready brief.
Explore related workflows
Turn campaign performance into a case study
Connect campaign evidence and creative assets to draft a clear performance story for client review.
People decide: performance claims and permission to share.
