From Marketing Data to Client Value

Turn paid-media and CRM figures into a checked month-to-month comparison, a clear client explanation and an accountable next action. Includes a practical guide, a five-sheet workbook and exercises with expected answers.

16-page PDFFive-sheet XLSXEnglishVersion 1.1

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Made for practical workClear guidance and editable materials.

Inside the kit

A method you can
use every month.

For agencies preparing recurring paid-media reports and reading platform results alongside CRM outcomes.

A practical 16-page guide

Exact setup steps, worked examples, client templates and practice exercises with expected answers.

A five-sheet Excel workbook

Compare two months, keep platform and CRM inputs separate, and check missing values and duplicate rows.

Reporting templates & checklists

Record client definitions, source references, the reporting review and an action with an owner and date.

Evidence-led AI prompts

Draft clear explanations from checked facts, then audit the claims before sharing.

Take a closer look

Real pages. A clear starting point.

These are sample pages from the guide, using fictional teaching data. Select a page to see a larger preview.

Sample cover of the guide — The guide · cover preview

Worked example comparing two months of fictional channel and CRM data — The guide · worked example

What you will practise

Agreeing the reporting question and metric definitions.
Checking source periods, currencies and data quality.
Explaining measured changes without overstating causation.
Preparing a client narrative and one testable next action.

Before you buy

Software: A PDF reader and a spreadsheet application that supports XLSX and conventional formulas. Check the supplied sample totals after opening or importing. No software or AI subscription is included.
Experience: Basic spreadsheet familiarity, platform aggregates and client-wide deduplicated CRM lead cohorts with consistent follow-up windows. All sample data is fictional.
Use & licence: Use and adapt within your agency and in completed client reports. Source templates may not be resold, sublicensed or publicly redistributed.
International use: The fictional example uses USD. Use one currency per workbook and convert source amounts before entry; changing the currency label does not convert amounts.
Scope & capacity: 500 channel-month rows and 120 CRM months per client workbook. Client-summary fields are manual. No live imports, automatic deduplication or macros. PDF templates are printable writing areas.

Purchase & download questions

How do I receive the files?

Your existing website account is used at checkout. If you are already signed in, you can continue directly. After PayFast confirms payment, return to the store and open My downloads using the same account. The agency kit is delivered as a ZIP containing the version 1.1 PDF guide, XLSX workbook and START_HERE.txt.

Is this a subscription?

The agency kit is a one-time digital purchase, with no recurring kit subscription.

What if I need purchase support or want to request a refund?

Contact The Spokesdude Network with your purchase reference and a description of the issue. Check the Website Terms before purchasing; we will review requests under the applicable terms and consumer requirements.

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