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Verslay
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E-commerce

Agency Client QBR Autopilot

Monday 9am: one narrative per client, reconciled to store cash, not Ads Manager.

Replaces 40–80 hours/month of reporting and stops retainers dying on inflated platform ROAS.

Best forB2BB2b2cB2C
Agents6 required
Duration5-8 minutes

Monday 9am: one narrative per client, reconciled to store cash, not Ads Manager. Replaces 40–80 hours/month of reporting and stops retainers dying on inflated platform ROAS.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Identify the client from the prompt + verslay_recall (contacts/sales). Map to shop_domain. If multiple shops and no domain, list shops and stop. Do not require HubSpot.

executive briefing writer
02

Pull the store P&L window (default 30 days vs prior 30) with the same formulas as store-pnl-blended-mer.

ecommerce scanner
03

If ads connected, pull spend/ROAS for the same windows. Skip if not.

ads scanner
04

What moved vs last QBR in memory or vs the prior window. No invented incrementality.

data analyst
05

Draft the client-facing email. Subject: {Client} — {Month} in one page. Do not send to the client.

email writer
06

Package the one-pager + email draft. Deliver internally. Memorize the QBR event. Client send only on explicit send_to_client.

distributor

Required Agents

6
  • executive-briefing-writer
  • ecommerce-scanner
  • ads-scanner
  • data-analyst
  • email-writer
  • distributor

Connections

Required

shopify

Optional

metagooglegmailresendnotion

What it does

  • Per-client narrative reconciled to Shopify GMV
  • Same MER math as Store P&L — numbers must not drift
  • Memory is the client list; HubSpot not required
  • Internal delivery default; client send is a second confirm
  • Three recommendations, testable next month

Example prompt

Write this month's QBR for {client} from Shopify cash, not Ads Manager.

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