Executive reporting automation for multi-account services firms
Unified billing, product analytics, and delivery telemetry into Monday-ready stakeholder narratives—eliminating Sunday reconciliation drag.
Product walkthrough
Product walkthrough
Challenge
The principal of a six-account professional services firm was losing half of Sunday leadership bandwidth assembling status narratives—each pulling Stripe velocity deltas, PostHog adoption curves, and Linear execution summaries via manual dashboard choreography every single week.
Solution
- Scheduled orchestration job triggers Sunday evening.
- Per-account ingestion of Stripe commercial telemetry, PostHog behavioral KPIs, Linear closure metrics.
- Narrative condensation via lightweight inference model aligned to principal voice profile.
- Transactional delivery through Resend producing six discrete stakeholder-ready drafts.
Stack
Next.js 14Vercel CronStripe APIPostHog APILinear APIOpenAI GPT-4o-miniResend
Timeline
- Day 1
- Telemetry ingestion adapters + schema normalization.
- Day 2
- Voice calibration corpus + narrative synthesis prompts.
- Day 3
- Deliverability integration + scheduling controls.
- Day 4
- Executive walkthrough + stabilization playbook.
Impact
- Weekly narrative assembly: ~4 hrs → ~15 min supervisory review.
- External stakeholders perceived depth improvements versus manual drafts.
- Marginal inference spend ~$3/month at steady-state.
- Leadership redeployed reclaimed capacity toward net-new account acquisition.
Disclaimer · Walkthrough Loom published. Formal testimonial assets still pending engagement authorization.
Productized offer: Fixed-scope scope & pricing
Comparable mandate internally?
Tiered engagements plus bespoke programs—scoped on a single working session.