Monthly Performance Report Max
NEWThe max tier of monthly reporting: a client-ready brief plus a private internal call-prep companion, powered by MixShift Intelligence, with live featured-offer diagnosis and last call’s commitments checked against the data.
or just say “get me ready for the <brand> monthly call”
Comes with the plugin, one install activates every skill. See the install flow. Needs brand setup first.
A monthly call needs two different documents your team never has time to write twice: one polished enough to hand the client, and one carrying the talking points, the numbers to keep off the call, and whether last month’s promises actually landed. Assembling both by hand from a spreadsheet is what eats the day before the call.
Two documents from one run: a client-ready performance brief and a private internal companion with talking points in call order, each on a persistent per-brand page that stacks every period’s edition, so the link you share once is the link your client bookmarks. Featured-offer losses get diagnosed against the live offer state on Amazon, so the brief says whether the box was lost to a competitor or suppressed, and what the fix is.
What your agent can do
- 01
Produces a client-ready brief and a private internal companion from one run, each on its own persistent per-brand hub page
- 02
Diagnoses featured-offer losses against the live offer state on Amazon: competitor or suppression, and what the fix is
- 03
Checks every commitment from the last call against the data: landed, not landed, or not checkable
- 04
Works out of the box on any account, including brand-new or empty ones, with zero required setup
- 05
Core figures come from the MixShift Intelligence service, footing-checked, with the engine’s own evidence quoted as the mechanism
Before you run
This skill reads a brand’s context to calibrate its output. Build it once per brand, then every teammate runs on the same shared context.
/mixshift-ai:mx-brand-context <brand>How brand setup works →- Cadence: monthly by default; say “bi-weekly” or “QBR” to switch the comparison window
- ACoS target and goals from brand context: frames the beat/miss language; absent, the brief stays observational
- Documents: both by default; ask for “just the client one” or “just my notes” to narrow it
- Voice profile: a manager’s voice and each client’s register, seeded from writing samples you approve and refined at every review
Each review teaches the brief: a correction becomes a voice-profile edit, a fact you confirm becomes a brand-context entry, and a question you answer closes a commitment on the timeline, so next month’s report already knows the story instead of re-asking.