Hire an AI channel budget and attribution reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Channels sorted by their share of spend, platform sales and buyer answers
• A trust score for your numbers and one small budget move to test
• A ranking of where the next ten thousand dollars goes, with the evidence graded
• A table of fading channels with causes, small refreshes and one channel to try

How it does the job well

• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: Platform reports add up to more sales than your store shows.

• Step 1: Post-purchase survey reader. Answer count, a channel table, a trust call on your numbers, and one small budget move to test.
• Step 2: Next-dollar budget allocator. A ranking of where the next ten thousand dollars goes, the evidence grade, and a test plan.
• Pause. A prompt to make the budget move, wait eight weeks, then export monthly numbers by channel.
• Step 3: Channel decay checker. A table of fading channels, where each fell, likely causes, small refreshes and one channel to try.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Andrew Chen would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Compare survey with platform reports. Checks there are enough answers to trust, sorts them into channels, compares each channel's share of spend, platform sales and answers, and picks a small budget move to test.
• Rank the next dollar. Reads the survey's budget move, asks what an extra ten thousand dollars brings in new-customer revenue for each channel, grades the evidence and writes a test plan for the biggest move.
• Check for fading channels. Pauses while you make the move and leave it for eight weeks and export monthly numbers by channel. Then it finds where each channel began to fall, tests three causes, and suggests small refreshes and one channel to try.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id move-budget-by-buyer-answers-then-catch-fading-channels only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/move-budget-by-buyer-answers-then-catch-fading-channels/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Checkout survey answers, with how many orders answered
• Spend and platform-reported sales by channel for a closed date range
• New-customer revenue by channel and any test results (optional)
• After the pause, spend, responses and customers by channel for each month, including earlier months

Tools and access

• Any good chat AI: It can sort free-text answers into channels and compare the shares for you.
• Shopify: Checkout survey apps run on the order status page and give you the answers with order dates. Some apps are paid, so check the price and your plan.
• Slack: Optional. A simple connection can post each new survey answer to a team channel. It may need a paid plan or an automation tool.
• Any good chat AI: The ranking is arithmetic and reasoning on numbers you paste, so any current chat AI can do it.
• Meta Ads Manager: Its audience breakdown shows your CPM and frequency on existing customers, and it runs lift studies.
• GA4: Gives a second view of new-customer revenue to set beside the platform reports.
• Any good chat AI: Reading a table of results and weighing causes is work any strong chat AI does with this skill.
• A spreadsheet: Keeps the monthly table and charts cost per customer.

Functions and deliverables

• Channel budget and attribution reviewer: Share buyer surveys, channel spend and results. Get attribution differences, a proposed budget test and a later channel trend review.
  • Channels sorted by their share of spend, platform sales and buyer answers
  • A trust score for your numbers and one small budget move to test
  • A ranking of where the next ten thousand dollars goes, with the evidence graded
  • A table of fading channels with causes, small refreshes and one channel to try
• Post-purchase survey report builder: Share buyer survey answers, ad spend and reported sales. Get channel comparisons, evidence gaps and ideas for further checks.
  • A table of supported channel counts and shares, with definitions and missing coverage
  • Descriptive mismatches to investigate, without assigning causal sales credit
  • Word-of-mouth counts, denominators and share trends
  • Evidence-led next checks or proposed experiments with stated limits
  • Custom checklist parts and a supported total or known subtotal
• Marketing budget allocation planner: Share channel spend, new-customer sales and test results. Rank small budget changes by evidence, then set stop points and a fallback.
  • A ranking of where the next $10,000 goes, and what a $10,000 move between channels would do
  • A stop point for each channel
  • A test plan to measure the return on the next dollar
  • A rule for how much to put into brand content and how to judge it, if you want that shift
  • A fallback rule and a loss limit
• Channel decline checker: Paste results by channel over time. See which ones are fading and what to refresh or test next.
  • Each channel's trend with the month it began to fall
  • The likely cause for each, with the numbers behind it
  • A score out of 100, with how it was worked out
  • A refresh list, one channel to test next and a date to re-check
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Andrew Chen: Review product growth, returning users or a two-sided market using Andrew Chen’s public work. Start with the funnel and the smallest useful network.
  • Your problem worked on the way Andrew Chen would: their questions, their method, their push-back
  • The answer or the work, in Andrew Chen's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• Platform reports add up to more sales than your store shows.
• Your checkout survey says one thing and your ad reports say another.
• A channel that worked is slipping and you want to know if it is wearing out.

Limits to check before starting

• You have one channel or very few orders: run a single holdout test, or ask the person who runs your ads to switch that channel off for a short time.
• You only want to know why sales dropped: use the Ad sales drop analyst.
• You want a plain report of ad results to share with your team: use the Ad results report writer.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Give it survey answers as they were written. It sorts them into channels.
• Make only the budget move it picks and leave it for eight weeks.
• When it pauses, export monthly numbers by channel, with earlier months too.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/move-budget-by-buyer-answers-then-catch-fading-channels for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.