What you'll accomplish
You'll have a repeatable process for transforming raw ESP metric exports into polished, client-ready performance summaries — complete with an executive overview, what drove results, what underperformed, and 3 specific recommendations. What used to take 90 minutes now takes 20.
What you'll need
- ChatGPT account (free tier works for this use case)
- Your campaign data exported from your ESP (Klaviyo, Mailchimp, HubSpot CSV export)
- Basic knowledge of what metrics matter for your client
- Time needed: 15-20 minutes per report
- Cost: Free
How-To Guide: Turn Campaign Data into Client Reports with ChatGPT
Step 1: Export your campaign data from the ESP
In Klaviyo: Go to Analytics → Campaigns → Export (the download icon). Select your date range and export as CSV. In Mailchimp: Go to Reports → Campaign Reports → Export as CSV. Open the CSV and identify the columns you want to include in the report.
What you should see: A CSV file with one row per campaign, columns for open rate, click rate, revenue (if tracked), unsubscribes, and list size.
Troubleshooting: If revenue attribution isn't in the export, note that separately — it may need to come from Google Analytics or your e-commerce platform.