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skill CX Codex

performance-memo — Claude Code skill: campaign performance memo

Pulls ad spend from every platform and ties it to revenue, refunds and churn by campaign ID. Each line ends with a call: keep, kill, change or test.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add cognyai/claude-code-marketing-skills --skill performance-memo -a claude-code
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What performance-memo does

The skill writes a short Monday memo in an analyst's voice: what was spent, what each campaign returned, and where cheap customers leave after a couple of months. Every line closes with a decision — keep, kill, change or test. It runs on a Monday morning schedule.

Data comes through Cogny's MCP gateway: ad platforms, CRM, Stripe, analytics. With campaign IDs in the ledger the join is exact. Without them the skill falls back to fibbler channel attribution, then to platform-reported conversions and GA4 by sessionSourceMedium, tagging each line with a confidence level. fibbler needs two paid channels, otherwise it refuses or returns zeros.

Nothing runs without Cogny: you need an account and connected ad platforms plus a CRM or Stripe. A line counts as conclusive only at 10 or more conversions over 14 days or longer; below that the skill marks it as weak.

What it helps with

  • combine ad spend from every platform into one view
  • spot campaigns that bring cheap customers who churn
  • tie platform conversions to revenue and refunds by campaign ID
  • get a decision per campaign instead of raw metrics
  • catch a mismatch between platform conversions and GA4

Example prompts for the agent

  • Write the memo for last week and compare it with the week before
  • Run the month report with comparison and show what's closing
  • Check which campaigns bring customers who leave after two months

How to install performance-memo

1Skills CLI (Vercel)

npx skills add cognyai/claude-code-marketing-skills --skill performance-memo -a claude-code

2Manually: put the files in place

~/.claude/skills/performance-memo/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/performance-memo/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about performance-memo

How do I install performance-memo in Claude Code?

Run npx skills add cognyai/claude-code-marketing-skills --skill performance-memo -a claude-code, then check that the file landed at ~/.claude/skills/performance-memo/SKILL.md.

What does performance-memo do?

It joins ad spend with qualified calls, deals, revenue, refunds and churn by campaign ID. Every line of the memo ends with a decision: keep, kill, change or test.

What do I need to run performance-memo?

A Cogny account with ad platforms connected through its MCP gateway, plus a CRM or Stripe. Channel attribution needs fibbler with two paid channels.

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