The weekly performance report across Google Ads, Meta and the online store
Clean platform data and known formulas: a connector and a dashboard build it every Monday. No model needed.
The EDY method
Four steps, every engagement: the same method whether we are auditing a whole marketing budget or building one automation. The “AI or not?” scorecard sits at the centre.
List every AI and marketing-tech cost (seats, add-ons, usage bills, pilots, agencies) next to the metric it should move.
Output: the spend map
Run every line and every new idea through the scorecard. Each gets one verdict: cut, keep, fix, or build another way.
Output: a verdict for every line
Build the lean version (rule, script, workflow or AI), with its monthly run cost stated before work starts.
Output: the lean version and its run cost
Review spend, renewals and model prices every quarter, so the savings hold.
Output: a quarterly review
The scorecard
Each task gets 1 to 5 on six questions. Two set the horizontal position, two the vertical, and two can overrule the result.
| Question | Points toward AI when… | Points away from AI when… |
|---|---|---|
| How often does it run? | Thousands of times a month | A few times a month |
| What is each one worth? | A qualified lead, a sale, a budget decision | Minutes of someone's time |
| What does the input look like? | Free text, images, video, voice | Platform data, CRM fields, product feeds |
| Does it need judgment? | Brand, audience and context change the answer | The rule is known |
| What does a mistake cost? | Little, and it's easy to catch | A lot, or it goes out in public |
| What does the simple version cost? | Nothing simple works | A platform rule, template or script already does it |
Four verdicts
How often a task runs and what each case is worth set the horizontal position. Messy input and judgment set the vertical. If a simple version already works, start there. If mistakes are expensive or go out in public, AI assists a person instead of deciding.
Examples
Illustrations of the method, not client cases.
Clean platform data and known formulas: a connector and a dashboard build it every Monday. No model needed.
Volume and creative judgment point to AI, but a wrong price or claim goes out in public: use the generator already inside the ad platforms, with a person approving.
Volume, free text and leads worth real money: AI earns its cost here, priced per conversation before you switch it on.
Fifteen questions with known answers: a FAQ page and a person handle them. The license costs more than the problem.
Thirty minutes, no slides: what you pay for AI today, what it returns and what's up for renewal.