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Growth Marketer · Product Portfolio Strategy

Automate Portfolio Reporting for Growth Marketers

Stop guessing on channel metrics. Use AI to keep your portfolio fresh.

Who This Helps

This is for growth marketers who juggle multiple channels, campaigns, and bets every week. You want to move metrics without guesswork, but manual updates eat your time. The Product Portfolio Strategy course helps you size bets and sequence work so you can focus on what moves the needle.

Mini Case

Meet Jamie, a growth marketer at a mid-size SaaS company. Jamie managed 12 active campaigns across email, paid search, and social. Every Monday, Jamie spent 3 hours pulling data from 4 dashboards to update a portfolio map. After applying the Portfolio Map mission from the course, Jamie automated the data pull with AI. Now the map updates daily in 10 minutes. Channel performance improved 12% in 7 days because Jamie could spot underperformers faster.

Do This Now (5 Steps)

  1. List your current channel bets and their costs. Use the Portfolio Map mission to create a one-page artifact.
  2. Add rough sizing and confidence scores for each bet. This turns your list into a clear bet sizing view.
  3. Use AI to pull weekly performance data into a shared sheet. Set it to refresh every Monday morning.
  4. Review the sheet with your team for 15 minutes. Flag bets that drop below your kill criteria.
  5. Adjust your sequence for next quarter based on what you learn. Keep the context fresh without manual work.

Avoid These Traps

  • Don't automate everything at once. Start with one channel and expand.
  • Don't skip confidence scores. Without them, you might double down on weak bets.
  • Don't ignore kill criteria. If a bet fails, cut it fast to free capacity.
  • Don't let AI replace your judgment. Use it to surface data, not make decisions.

Your Win by Friday

By Friday, you will have a live portfolio map that updates automatically. You will know which channel bets are working and which need attention. No more Monday morning data dives. Just clear actions and better growth.