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 By the time a slide deck is ready, the insights are already outdated and budgets have shifted again.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 Banking to Apparel Retail: Learn how companies successfully use Claude.

bunq

Banking

As bunq experienced rapid growth as the second-largest neobank in Europe, scaling customer support became a critical challenge. With millions of users demanding personalized banking information on accounts, spending patterns, and financial advice on demand, the company faced pressure to deliver instant responses without proportionally expanding its human support teams, which would increase costs and slow operations. Traditional search functions in the app were insufficient for complex, contextual queries, leading to inefficiencies and user frustration. Additionally, ensuring data privacy and accuracy in a highly regulated fintech environment posed risks. bunq needed a solution that could handle nuanced conversations while complying with EU banking regulations, avoiding hallucinations common in early GenAI models, and integrating seamlessly without disrupting app performance. The goal was to offload routine inquiries, allowing human agents to focus on high-value issues.

Lösung

bunq addressed these challenges by developing Finn, a proprietary GenAI platform integrated directly into its mobile app, replacing the traditional search function with a conversational AI chatbot. After hiring over a dozen data specialists in the prior year, the team built Finn to query user-specific financial data securely, answer questions on balances, transactions, budgets, and even provide general advice while remembering conversation context across sessions. Launched as Europe's first AI-powered bank assistant in December 2023 following a beta, Finn evolved rapidly. By May 2024, it became fully conversational, enabling natural back-and-forth interactions. This retrieval-augmented generation (RAG) approach grounded responses in real-time user data, minimizing errors and enhancing personalization.

Ergebnisse

  • 100,000+ questions answered within months post-beta (end-2023)
  • 40% of user queries fully resolved autonomously by mid-2024
  • 35% of queries assisted, totaling 75% immediate support coverage
  • Hired 12+ data specialists pre-launch for data infrastructure
  • Second-largest neobank in Europe by user base (1M+ users)
Read case study →

Klarna

Fintech

Klarna, a leading fintech BNPL provider, faced enormous pressure from millions of customer service inquiries across multiple languages for its 150 million users worldwide. Queries spanned complex fintech issues like refunds, returns, order tracking, and payments, requiring high accuracy, regulatory compliance, and 24/7 availability. Traditional human agents couldn't scale efficiently, leading to long wait times averaging 11 minutes per resolution and rising costs. Additionally, providing personalized shopping advice at scale was challenging, as customers expected conversational, context-aware guidance across retail partners. Multilingual support was critical in markets like US, Europe, and beyond, but hiring multilingual agents was costly and slow. This bottleneck hindered growth and customer satisfaction in a competitive BNPL sector.

Lösung

Klarna partnered with OpenAI to deploy a generative AI chatbot powered by GPT-4, customized as a multilingual customer service assistant. The bot handles refunds, returns, order issues, and acts as a conversational shopping advisor, integrated seamlessly into Klarna's app and website. Key innovations included fine-tuning on Klarna's data, retrieval-augmented generation (RAG) for real-time policy access, and safeguards for fintech compliance. It supports dozens of languages, escalating complex cases to humans while learning from interactions. This AI-native approach enabled rapid scaling without proportional headcount growth.

Ergebnisse

  • 2/3 of all customer service chats handled by AI
  • 2.3 million conversations in first month alone
  • Resolution time: 11 minutes → 2 minutes (82% reduction)
  • CSAT: 4.4/5 (AI) vs. 4.2/5 (humans)
  • $40 million annual cost savings
  • Equivalent to 700 full-time human agents
  • 80%+ queries resolved without human intervention
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Capital One

Banking

Capital One grappled with a high volume of routine customer inquiries flooding their call centers, including account balances, transaction histories, and basic support requests. This led to escalating operational costs, agent burnout, and frustrating wait times for customers seeking instant help. Traditional call centers operated limited hours, unable to meet demands for 24/7 availability in a competitive banking landscape where speed and convenience are paramount. Additionally, the banking sector's specialized financial jargon and regulatory compliance added complexity, making off-the-shelf AI solutions inadequate. Customers expected personalized, secure interactions, but scaling human support was unsustainable amid growing digital banking adoption.

Lösung

Capital One addressed these issues by building Eno, a proprietary conversational AI assistant leveraging in-house NLP customized for banking vocabulary. Launched initially as an SMS chatbot in 2017, Eno expanded to mobile apps, web interfaces, and voice integration with Alexa, enabling multi-channel support via text or speech for tasks like balance checks, spending insights, and proactive alerts. The team overcame jargon challenges by developing domain-specific NLP models trained on Capital One's data, ensuring natural, context-aware conversations. Eno seamlessly escalates complex queries to agents while providing fraud protection through real-time monitoring, all while maintaining high security standards.

Ergebnisse

  • 50% reduction in call center contact volume by 2024
  • 24/7 availability handling millions of interactions annually
  • Over 100 million customer conversations processed
  • Significant operational cost savings in customer service
  • Improved response times to near-instant for routine queries
  • Enhanced customer satisfaction with personalized support
Read case study →

Royal Bank of Canada (RBC)

Financial Services

In the competitive retail banking sector, RBC customers faced significant hurdles in managing personal finances. Many struggled to identify excess cash for savings or investments, adhere to budgets, and anticipate cash flow fluctuations. Traditional banking apps offered limited visibility into spending patterns, leading to suboptimal financial decisions and low engagement with digital tools. This lack of personalization resulted in customers feeling overwhelmed, with surveys indicating low confidence in saving and budgeting habits. RBC recognized that generic advice failed to address individual needs, exacerbating issues like overspending and missed savings opportunities. As digital banking adoption grew, the bank needed an innovative solution to transform raw transaction data into actionable, personalized insights to drive customer loyalty and retention.

Lösung

RBC introduced NOMI, an AI-driven digital assistant integrated into its mobile app, powered by machine learning algorithms from Personetics' Engage platform. NOMI analyzes transaction histories, spending categories, and account balances in real-time to generate personalized recommendations, such as automatic transfers to savings accounts, dynamic budgeting adjustments, and predictive cash flow forecasts. The solution employs predictive analytics to detect surplus funds and suggest investments, while proactive alerts remind users of upcoming bills or spending trends. This seamless integration fosters a conversational banking experience, enhancing user trust and engagement without requiring manual input.

Ergebnisse

  • Doubled mobile app engagement rates
  • Increased savings transfers by over 30%
  • Boosted daily active users by 50%
  • Improved customer satisfaction scores by 25%
  • $700M+ projected enterprise value from AI by 2027
  • Higher budgeting adherence leading to 20% better financial habits
Read case study →

John Deere

Agriculture

In conventional agriculture, farmers rely on blanket spraying of herbicides across entire fields, leading to significant waste. This approach applies chemicals indiscriminately to crops and weeds alike, resulting in high costs for inputs—herbicides can account for 10-20% of variable farming expenses—and environmental harm through soil contamination, water runoff, and accelerated weed resistance . Globally, weeds cause up to 34% yield losses, but overuse of herbicides exacerbates resistance in over 500 species, threatening food security . For row crops like cotton, corn, and soybeans, distinguishing weeds from crops is particularly challenging due to visual similarities, varying field conditions (light, dust, speed), and the need for real-time decisions at 15 mph spraying speeds. Labor shortages and rising chemical prices in 2025 further pressured farmers, with U.S. herbicide costs exceeding $6B annually . Traditional methods failed to balance efficacy, cost, and sustainability.

Lösung

See & Spray revolutionizes weed control by integrating high-resolution cameras, AI-powered computer vision, and precision nozzles on sprayers. The system captures images every few inches, uses object detection models to identify weeds (over 77 species) versus crops in milliseconds, and activates sprays only on targets—reducing blanket application . John Deere acquired Blue River Technology in 2017 to accelerate development, training models on millions of annotated images for robust performance across conditions. Available in Premium (high-density) and Select (affordable retrofit) versions, it integrates with existing John Deere equipment via edge computing for real-time inference without cloud dependency . This robotic precision minimizes drift and overlap, aligning with sustainability goals.

Ergebnisse

  • 5 million acres treated in 2025
  • 31 million gallons of herbicide mix saved
  • Nearly 50% reduction in non-residual herbicide use
  • 77+ weed species detected accurately
  • Up to 90% less chemical in clean crop areas
  • ROI within 1-2 seasons for adopters
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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