The Challenge: Cross-Channel Performance Blindness

Modern marketing teams run campaigns across search, social, display, video and more – but the data sits in silos. Each platform reports its own clicks, conversions and ROAS, often with different attribution windows, definitions and tracking gaps. The result is cross-channel performance blindness: you see channel-level metrics, but not the true combined impact on pipeline and revenue.

Traditional approaches try to fix this with manual spreadsheets, last-click reporting, or complex multi-touch attribution projects that take months and still leave gaps. Analysts export CSVs from Google Ads, Meta, LinkedIn, DSPs and analytics tools, then spend days reconciling naming conventions, UTM parameters and conversion logic. By the time a slide deck is ready, the insights are already outdated and budgets have shifted again.

The business impact is significant. Budgets stay stuck in comfortable channels instead of the mix that actually drives incremental conversions. You over-credit upper-funnel channels or under-credit assist channels because attribution is inconsistent. This leads to inefficient spend, higher CAC and missed growth. Competitors that see cross-channel performance more clearly can reallocate budgets weekly, double down on winning combinations and shut down waste quickly.

The good news: this is a solvable problem. With the right use of AI for cross-channel marketing analytics, you can let models do the heavy lifting of comparing metrics, spotting inconsistencies and proposing unified KPIs. At Reruption, we’ve helped teams move from fragmented dashboards to actionable, AI-supported views that reflect how channels work together. In the rest of this guide, you’ll see practical ways to use Claude to break through cross-channel blindness and make better, faster ROAS decisions.

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Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption’s experience building AI-first analytics workflows, the biggest win is not a beautiful dashboard – it’s getting to clear, explainable cross-channel insights that marketers actually trust and act on. Claude is particularly strong here: it can digest complex exports from multiple ad platforms, highlight inconsistencies, and translate them into plain-language recommendations that non-technical stakeholders understand.

Anchor on Business Outcomes, Not Channel Metrics

Before you throw Claude at a pile of CSVs, get clear on the business outcomes you want to optimize for: qualified leads, pipeline value, subscription trials, or purchases with a certain gross margin. Cross-channel blindness often comes from teams debating click-through rates while ignoring downstream quality and revenue contribution.

Use Claude to help you reframe the reporting structure. Instead of asking, “Which channel has the best ROAS in its own dashboard?”, steer Claude towards questions like, “Which combinations of channel, audience and creative correlate with the highest-quality conversions across all platforms?” This mindset moves your team from channel silo thinking to a unified revenue impact lens.

Design a Unified Measurement Framework First

AI will not magically fix inconsistent definitions. You need a deliberate, cross-channel measurement framework that Claude can work within. That includes harmonized campaign naming, standard UTM conventions, aligned attribution windows where possible, and a clear hierarchy of metrics (from impressions to revenue).

Strategically, involve marketing ops, performance marketers and analytics in defining this framework. Then use Claude as a thinking partner: upload your current exports and ask it to surface where definitions conflict, where conversion events are misaligned, and which KPIs are comparable across channels. This creates a robust foundation so Claude’s insights are reliable and repeatable, not one-off analyses.

Treat Claude as an Analyst Partner, Not a Black Box

Many teams either over-trust or underuse AI. The right approach is to treat Claude as a senior analyst assistant who explains its reasoning. Ask it to walk you through how it arrived at a recommendation, which data sources were used, and what assumptions were made about attribution. This keeps your team in control and builds trust.

Organizationally, make it normal for marketers to challenge Claude’s conclusions: “What if we excluded branded search?”, “How does this change with a 7-day vs 28-day lookback?”. Claude can quickly recompute and re-explain different scenarios. This dialogue improves both human understanding and model prompts over time, reducing the risk of misinterpretation.

Build Cross-Functional Ownership Around Insights

Fixing cross-channel performance blindness is not just a tooling decision; it’s a team decision. Paid search, paid social, programmatic and brand teams often optimize their own KPIs. When Claude starts surfacing cross-channel trade-offs and reallocation opportunities, you need a governance model for who decides what changes.

Strategically, set up a recurring “AI-assisted performance review” where Claude’s synthesized insights are the starting point for discussion. Give clear decision rights: who can shift budgets across channels, who validates that recommendations align with brand and strategic priorities, and how experiments are logged. This turns AI outputs into coordinated action instead of isolated channel tweaks.

Manage Risk with Scenario Planning and Guardrails

When you start letting AI inform budget shifts, risk management becomes strategic. Use Claude to run what-if scenarios: “What happens to blended CAC if we move 15% of Meta spend into YouTube based on the last 30 days?” or “How sensitive is our ROAS to cutting underperforming display placements?”. Scenario planning helps leadership see that you’re not betting the entire budget on a black-box suggestion.

Define guardrails in advance: maximum percentage of budget that can be reallocated in a single cycle, channels that should not fall below a minimum presence for brand reasons, and thresholds for statistically meaningful changes. Claude can help monitor these constraints and flag when a recommendation would violate them, keeping your optimization aggressive but controlled.

Using Claude to solve cross-channel performance blindness is ultimately about combining a solid measurement foundation with AI’s ability to analyze complexity and explain it in human language. When you give Claude the right data and questions, it becomes a powerful partner for uncovering hidden ROAS drivers and aligning teams around better budget decisions. At Reruption, we embed this capability directly into your marketing operations – from PoC to production workflows – so your team doesn’t just get another report, but a sustainable, AI-first way of running performance marketing. If you’re ready to see what this could look like on your own data, we’re happy to explore it with you.

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Real-World Case Studies

From Wealth Management to Banking: Learn how companies successfully use Claude.

Citibank Hong Kong

Wealth Management

Citibank Hong Kong faced growing demand for advanced personal finance management tools accessible via mobile devices. Customers sought predictive insights into budgeting, investing, and financial tracking, but traditional apps lacked personalization and real-time interactivity. In a competitive retail banking landscape, especially in wealth management, clients expected seamless, proactive advice amid volatile markets and rising digital expectations in Asia. Key challenges included integrating vast customer data for accurate forecasts, ensuring conversational interfaces felt natural, and overcoming data privacy hurdles in Hong Kong's regulated environment. Early mobile tools showed low engagement, with users abandoning apps due to generic recommendations, highlighting the need for AI-driven personalization to retain high-net-worth individuals.

Lösung

Wealth 360 emerged as Citibank HK's AI-powered personal finance manager, embedded in the Citi Mobile app. It leverages predictive analytics to forecast spending patterns, investment returns, and portfolio risks, delivering personalized recommendations via a conversational interface like chatbots. Drawing from Citi's global AI expertise, it processes transaction data, market trends, and user behavior for tailored advice on budgeting and wealth growth. Implementation involved machine learning models for personalization and natural language processing (NLP) for intuitive chats, building on Citi's prior successes like Asia-Pacific chatbots and APIs. This solution addressed gaps by enabling proactive alerts and virtual consultations, enhancing customer experience without human intervention.

Ergebnisse

  • 30% increase in mobile app engagement metrics
  • 25% improvement in wealth management service retention
  • 40% faster response times via conversational AI
  • 85% customer satisfaction score for personalized insights
  • 18M+ API calls processed in similar Citi initiatives
  • 50% reduction in manual advisory queries
Read case study →

Cruise (GM)

Automotive

Developing a self-driving taxi service in dense urban environments posed immense challenges for Cruise. Complex scenarios like unpredictable pedestrians, erratic cyclists, construction zones, and adverse weather demanded near-perfect perception and decision-making in real-time. Safety was paramount, as any failure could result in accidents, regulatory scrutiny, or public backlash. Early testing revealed gaps in handling edge cases, such as emergency vehicles or occluded objects, requiring robust AI to exceed human driver performance. A pivotal safety incident in October 2023 amplified these issues: a Cruise vehicle struck a pedestrian pushed into its path by a hit-and-run driver, then dragged her while fleeing the scene, leading to suspension of operations nationwide. This exposed vulnerabilities in post-collision behavior, sensor fusion under chaos, and regulatory compliance. Scaling to commercial robotaxi fleets while achieving zero at-fault incidents proved elusive amid $10B+ investments from GM.

Lösung

Cruise addressed these with an integrated AI stack leveraging computer vision for perception and reinforcement learning for planning. Lidar, radar, and 30+ cameras fed into CNNs and transformers for object detection, semantic segmentation, and scene prediction, processing 360° views at high fidelity even in low light or rain. Reinforcement learning optimized trajectory planning and behavioral decisions, trained on millions of simulated miles to handle rare events. End-to-end neural networks refined motion forecasting, while simulation frameworks accelerated iteration without real-world risk. Post-incident, Cruise enhanced safety protocols, resuming supervised testing in 2024 with improved disengagement rates. GM's pivot integrated this tech into Super Cruise evolution for personal vehicles.

Ergebnisse

  • 1,000,000+ miles driven fully autonomously by 2023
  • 5 million driverless miles used for AI model training
  • $10B+ cumulative investment by GM in Cruise (2016-2024)
  • 30,000+ miles per intervention in early unsupervised tests
  • Operations suspended Oct 2023; resumed supervised May 2024
  • Zero commercial robotaxi revenue; pivoted Dec 2024
Read case study →

BP

Energy

BP, a global energy leader in oil, gas, and renewables, grappled with high energy costs during peak periods across its extensive assets. Volatile grid demands and price spikes during high-consumption times strained operations, exacerbating inefficiencies in energy production and consumption. Integrating intermittent renewable sources added forecasting challenges, while traditional management failed to dynamically respond to real-time market signals, leading to substantial financial losses and grid instability risks . Compounding this, BP's diverse portfolio—from offshore platforms to data-heavy exploration—faced data silos and legacy systems ill-equipped for predictive analytics. Peak energy expenses not only eroded margins but hindered the transition to sustainable operations amid rising regulatory pressures for emissions reduction. The company needed a solution to shift loads intelligently and monetize flexibility in energy markets .

Lösung

To tackle these issues, BP acquired Open Energi in 2021, gaining access to its flagship Plato AI platform, which employs machine learning for predictive analytics and real-time optimization. Plato analyzes vast datasets from assets, weather, and grid signals to forecast peaks and automate demand response, shifting non-critical loads to off-peak times while participating in frequency response services . Integrated into BP's operations, the AI enables dynamic containment and flexibility markets, optimizing consumption without disrupting production. Combined with BP's internal AI for exploration and simulation, it provides end-to-end visibility, reducing reliance on fossil fuels during peaks and enhancing renewable integration . This acquisition marked a strategic pivot, blending Open Energi's demand-side expertise with BP's supply-side scale.

Ergebnisse

  • $10 million in annual energy savings
  • 80+ MW of energy assets under flexible management
  • Strongest oil exploration performance in years via AI
  • Material boost in electricity demand optimization
  • Reduced peak grid costs through dynamic response
  • Enhanced asset efficiency across oil, gas, renewables
Read case study →

Rolls-Royce Holdings

Aerospace

Jet engines are highly complex, operating under extreme conditions with millions of components subject to wear. Airlines faced unexpected failures leading to costly groundings, with unplanned maintenance causing millions in daily losses per aircraft. Traditional scheduled maintenance was inefficient, often resulting in over-maintenance or missed issues, exacerbating downtime and fuel inefficiency. Rolls-Royce needed to predict failures proactively amid vast data from thousands of engines in flight. Challenges included integrating real-time IoT sensor data (hundreds per engine), handling terabytes of telemetry, and ensuring accuracy in predictions to avoid false alarms that could disrupt operations. The aerospace industry's stringent safety regulations added pressure to deliver reliable AI without compromising performance.

Lösung

Rolls-Royce developed the IntelligentEngine platform, combining digital twins—virtual replicas of physical engines—with machine learning models. Sensors stream live data to cloud-based systems, where ML algorithms analyze patterns to predict wear, anomalies, and optimal maintenance windows. Digital twins enable simulation of engine behavior pre- and post-flight, optimizing designs and schedules. Partnerships with Microsoft Azure IoT and Siemens enhanced data processing and VR modeling, scaling AI across Trent series engines like Trent 7000 and 1000. Ethical AI frameworks ensure data security and bias-free predictions.

Ergebnisse

  • 48% increase in time on wing before first removal
  • Doubled Trent 7000 engine time on wing
  • Reduced unplanned downtime by up to 30%
  • Improved fuel efficiency by 1-2% via optimized ops
  • Cut maintenance costs by 20-25% for operators
  • Processed terabytes of real-time data from 1000s of engines
Read case study →

Wells Fargo

Banking

Wells Fargo, serving 70 million customers across 35 countries, faced intense demand for 24/7 customer service in its mobile banking app, where users needed instant support for transactions like transfers and bill payments. Traditional systems struggled with high interaction volumes, long wait times, and the need for rapid responses via voice and text, especially as customer expectations shifted toward seamless digital experiences. Regulatory pressures in banking amplified challenges, requiring strict data privacy to prevent PII exposure while scaling AI without human intervention. Additionally, most large banks were stuck in proof-of-concept stages for generative AI, lacking production-ready solutions that balanced innovation with compliance. Wells Fargo needed a virtual assistant capable of handling complex queries autonomously, providing spending insights, and continuously improving without compromising security or efficiency.

Lösung

Wells Fargo developed Fargo, a generative AI virtual assistant integrated into its banking app, leveraging Google Cloud AI including Dialogflow for conversational flow and PaLM 2/Flash 2.0 LLMs for natural language understanding. This model-agnostic architecture enabled privacy-forward orchestration, routing queries without sending PII to external models. Launched in March 2023 after a 2022 announcement, Fargo supports voice/text interactions for tasks like transfers, bill pay, and spending analysis. Continuous updates added AI-driven insights, agentic capabilities via Google Agentspace, ensuring zero human handoffs and scalability for regulated industries. The approach overcame challenges by focusing on secure, efficient AI deployment.

Ergebnisse

  • 245 million interactions in 2024
  • 20 million interactions by Jan 2024 since March 2023 launch
  • Projected 100 million interactions annually (2024 forecast)
  • Zero human handoffs across all interactions
  • Zero PII exposed to LLMs
  • Average 2.7 interactions per user session
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Unify Channel Exports into a Single View for Claude

The first tactical step is to give Claude a coherent dataset. Export performance data from your core platforms (e.g. Google Ads, Meta Ads, LinkedIn, DV360, YouTube) for the same timeframe. Include key fields like campaign name, ad group/ad set, creative IDs, impressions, clicks, conversions, spend, revenue (if available), and UTMs.

Where possible, align column names before uploading (e.g. use "campaign_name", "spend", "clicks", "conversions" across files). Then upload multiple CSVs into a single Claude chat and use a prompt that spells out how they relate and what you want Claude to do.

Prompt example:
You are a senior performance marketing analyst.
I have uploaded CSV exports from several ad platforms for the same period:
- google_ads.csv
- meta_ads.csv
- linkedin_ads.csv

Tasks:
1. Identify common columns and propose a unified schema for cross-channel analysis.
2. Highlight inconsistencies (e.g. different attribution windows, missing fields).
3. Produce a plain-language summary of total spend, conversions and ROAS by channel.
4. Suggest how we should normalize or transform the data to make channels comparable.

This gives Claude enough structure to build a unified picture and surface where data cleaning or standardization is needed before deeper analysis.

Use Claude to Harmonize Naming Conventions and UTMs

Inconsistent naming is a major driver of cross-channel blindness. Claude is well-suited to detect patterns across messy strings and propose clean standards. Upload a sample of your campaign, ad set and creative names along with UTM parameters.

Ask Claude to cluster similar campaigns, infer naming logic, and propose a standardized convention. Then have it generate mapping tables you can feed back into your BI or spreadsheet workflows.

Prompt example:
You are helping us standardize naming conventions.
I have uploaded a CSV with columns: `platform`, `campaign_name`, `ad_set_name`, `utm_campaign`, `utm_content`.

1. Detect current naming patterns by platform.
2. Propose a unified naming convention for campaigns and UTMs that works across all platforms.
3. Generate a mapping table with columns:
   - original_campaign_name
   - suggested_campaign_name
   - original_utm_campaign
   - suggested_utm_campaign
4. Flag any entries where you cannot confidently infer the correct mapping.

Implement the mapping in your ad accounts and analytics setup, then re-export fresh data so future Claude analyses have a consistent structure to work with.

Run Cross-Channel ROAS and CAC Diagnostics with Targeted Prompts

Once data is unified, move from descriptive reporting to diagnostic analysis. Use Claude to identify which channel–audience–creative combinations drive the best economics across platforms. Provide both cost and revenue (or proxy value per conversion) where possible.

Structure your prompt so Claude systematically compares channels and flags anomalies, not just averages.

Prompt example:
You are a performance marketing strategist.
Using the uploaded merged dataset with columns
[`channel`, `campaign_name`, `audience`, `creative`, `spend`, `clicks`, `conversions`, `revenue`]:

1. Calculate ROAS and CAC by channel, audience and creative.
2. Identify the top 10 combinations by ROAS, and the bottom 10 by CAC.
3. Highlight any channels that look strong in-platform but weak in this unified view.
4. Explain in plain language what seems to be driving performance differences.
5. Suggest 3-5 specific budget reallocation ideas and the rationale for each.

Use these outputs as a starting point for your weekly performance review, validating suggestions before execution in your ad platforms or bid management tools.

Let Claude Design and Interpret Cross-Channel Experiments

To move from observational analysis to causality, set up structured experiments and use Claude to design and interpret them. For example, you might test shifting 10–20% of budget from a strong last-click channel into an upper-funnel channel that seems to drive assists.

Provide Claude with pre-experiment and post-experiment data, including control vs test groups where relevant. Ask it to calculate deltas and help you understand whether changes are statistically meaningful or likely noise.

Prompt example:
We ran a 4-week experiment shifting 15% of spend from Channel A to Channel B.
I have uploaded two CSVs: pre_experiment.csv and post_experiment.csv
with cross-channel metrics.

1. Compare key KPIs (spend, impressions, clicks, conversions, CAC, ROAS)
   before and after the experiment at the total and channel level.
2. Estimate whether observed changes are likely meaningful vs random variance.
3. Explain in plain language what we learned about the incremental value
   of Channel B.
4. Recommend whether to keep, roll back, or extend this budget allocation.

This makes experimentation more systematic and faster to interpret, reducing the analysis bottleneck that often stops teams from running enough tests.

Create Executive-Ready Cross-Channel Summaries Automatically

Leaders don’t want raw dashboards; they want a clear story of what happened, why, and what you’ll do next. Claude can transform complex multi-tab exports into concise executive summaries with charts, bullet points and storyline structure you can refine for your audience.

Upload your latest merged dataset plus screenshots or exports of key visualizations from your BI tool. Then prompt Claude to assemble a cross-channel performance narrative tailored to your CMO or CFO.

Prompt example:
You are preparing a 1-page summary for the CMO.
Using the uploaded merged performance data and charts:

1. Summarize overall cross-channel performance for the last 30 days
   (spend, conversions, blended CAC, blended ROAS).
2. Highlight 3 key positive developments and 3 issues or risks.
3. Explain which channel mix shifts had the biggest impact.
4. Propose 3 concrete next actions for the coming month, including
   budget reallocations and experiments.
5. Write this in clear, non-technical language with bullet points.

This saves hours of manual slide-building and ensures your leadership sees a unified view rather than channel-specific reports.

Operationalize Claude Workflows into Repeatable Playbooks

Once you’ve identified prompts and workflows that work, turn them into standard operating procedures. Document which exports to pull, how to format them, which prompts to use, and how results feed into your planning cycles. This makes your Claude usage predictable and trainable for new team members.

Where possible, automate parts of the pipeline using your existing tools (e.g. scheduled exports from ad platforms into a central folder) and then use Claude at the analysis layer. Over time, you can evolve from ad-hoc analyses to a reliable “Claude-powered cross-channel performance review” that happens every week or month without starting from scratch.

Expected outcomes from applying these best practices include faster reporting cycles (often reducing analysis time by 30–50%), clearer attribution of what truly drives conversions, and more confident budget shifts that improve blended ROAS and lower CAC over a few optimization cycles rather than overnight miracles.

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Frequently Asked Questions

Claude helps by acting as an AI analyst on top of your existing data. You can upload exports from search, social, display and video platforms, and Claude will identify common structures, surface inconsistencies and build a unified performance view. It can compare ROAS, CAC and conversion rates across channels, audiences and creatives, and then explain in plain language which combinations are actually driving results.

Instead of manually reconciling spreadsheets and dashboards, your team uses Claude to quickly answer questions like “Which channels are over-credited in platform reports?” or “Where can we reallocate 10–20% of spend for better blended ROAS?”. This directly addresses cross-channel performance blindness by connecting the dots between siloed reports.

You don’t need a full data science team to start. The essentials are: someone who can reliably export data from your ad platforms and analytics tools, basic spreadsheet literacy to understand columns and metrics, and at least one marketer comfortable formulating clear questions for Claude.

From there, Claude handles most of the heavy lifting: it can infer schema, propose unified KPIs, and generate analyses. Over time, you may want marketing ops or analytics to formalize data pipelines and standardize naming conventions so Claude can operate on cleaner inputs. Reruption often supports teams in this phase by defining the data model, crafting reusable prompts, and embedding the workflows into your regular reporting cadence.

Timeline depends on your starting point, but most teams see value in stages. In the first 1–2 weeks, Claude can already provide clearer summaries and highlight obvious waste or duplication across channels. That alone often yields quick wins like pausing underperforming segments or aligning bids.

Over 4–8 weeks, once you’ve standardized exports and run a couple of Claude-assisted experiments, you can typically start making more confident budget shifts. That’s where you may see improvements in blended ROAS and CAC – not from a single dramatic change, but from a series of better-informed reallocations and optimizations. The key is to treat this as an ongoing optimization loop, not a one-off project.

The main cost drivers are your team’s time to set up exports and workflows, plus the usage costs of Claude itself. In return, you reduce the hours spent on manual spreadsheet work and low-value reporting, and you gain the ability to shift budget away from underperforming channels and combinations much faster.

For most performance marketing teams, even a small relative improvement in blended ROAS or CAC – for example, 5–10% over a quarter – can justify the investment many times over. The ROI comes from catching waste earlier, scaling winners more confidently, and making data-informed trade-offs that would have been too time-consuming to analyze manually.

Reruption combines hands-on AI engineering with deep business ownership. We typically start with an AI PoC for 9,900€ focused on a concrete use case such as “unify our cross-channel ad data and generate actionable budget recommendations with Claude”. In that PoC, we define the data inputs, build an initial prototype analysis workflow, and validate that Claude produces useful, trustworthy insights on your real campaigns.

From there, our Co-Preneur approach means we don’t just hand over a slide deck. We embed with your marketing and ops teams, help standardize data structures, codify prompt playbooks, and integrate Claude into your recurring performance reviews. Because we operate as if it were our own P&L, the focus is always on measurable impact: cleaner insights, faster decisions and better ROAS, not just another tool in the stack.

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