Track 08 of 8
Operations & AI
Reporting, budgeting, audits, agency structure, running marketing with agents.
Intermediate
Operations & AI
The Agency Reporting Stack in 2026: What to Use and Why
A client report in 2026 has four kinds of columns: what the platforms claim, what the warehouse observed, what customers said, and what an experiment proved. Each comes from a different tool category, moves on a different cadence, and answers a different question. The categories, what belongs in weekly versus monthly, the one-number-per-source rule that keeps the report honest, and where an agent layer like Orbit fits without replacing any of it.
Operations & AI
The Analyst Agent: How Orbit Ingests GA4, PostHog, Mixpanel, Stripe, and Your Database to Build a Full-Funnel View
How Orbit's analyst reads a brand's analytics: which source it asks for first, why conversion definitions come before revenue and revenue comes before product analytics, how it reconciles them into an attribution mix and a visitors-to-retained funnel with revenue from the payment processor, what it writes down as the brand's analytics map, and when it pulls a guide. Present tense for what ships in orbit-mcp today; designed-to for what the agent runtime adds.
Operations & AI
Budget Pacing: How to Manage Ad Spend Across Platforms Without Overspending
Google can spend 2x your daily budget on any day and 30.4x in a month. Meta can spend 75% over on a day and 7x in a Sunday-to-Saturday week. TikTok paces a lifetime budget unevenly and asks you to cap edits at 30 to 40 percent. The documented overdelivery rules per platform, the pacing math that turns them into one monthly number, what a budget edit does to learning, and the alerts an agent should run every morning.
Operations & AI
New Client Ad Audit Checklist: 42 Things to Check in the First Week (2026)
The first-week audit for any ad account you inherit: access and context, tracking on every platform, money and pacing, structure and targeting, creative, landing pages, and the baseline you report against. Every item has a threshold, so an agent can run it.