AI Marketing Prompts for Attribution & Analytics (174 Prompts)
Denise Cullom
Table of Contents
These 174 prompts let you ask AI real questions about your marketing data, from revenue by source to trial-to-paid conversion by channel, and get answers pulled straight from your own numbers. They are organized into 18 categories, and every one is built to run on live data through an MCP server or AI inside analytics. You copy a prompt, you paste it, you get an answer. No exporting, no spreadsheets, no waiting on an analyst.
Most AI marketing prompt lists are about making content. Write this email. Draft that ad. Build a persona. Those are useful. This is not that. These prompts are about understanding what already happened in your business and deciding what to do next.
These prompts aren’t exclusive to SegMetrics nor written explicitly for SegMetrics. They can be used with any AI assistant connected to your marketing data through an MCP or similar integration. Some prompts may need to be adapted depending on which platforms are connected and what data your AI can access. The more complete your marketing data, the more powerful the answers become.
The difference between content prompts and analytics prompts
A content prompt asks AI to make something new. An analytics prompt asks AI to tell you the truth about your marketing.
“Write three Facebook ad headlines” is a content prompt. “Show me ROAS for all active campaigns using my actual revenue data, and tell me which to cut” is an analytics prompt. The first one guesses. The second one reads your numbers.
The reason analytics prompts have been rare is simple. Generic AI tools do not know your business. They cannot see your revenue, your attribution, your churn, or your funnel. Ask a normal chatbot to analyze your campaign performance and it will invent something plausible and wrong. To get a real answer, the AI needs access to your real data, and it needs to understand marketing structures like attribution models and lifetime value.
That is what the SegMetrics MCP gives it. The AI connects to your attribution data and answers from your account, not from thin air.
How it works
The SegMetrics MCP is a connection between an AI assistant and your SegMetrics account. Once it is connected, you ask questions in plain language and the AI queries your data to answer them.
You do not need to know SQL and you do not need to build a report. You type the kind of question you would ask a data analyst, and you get the kind of answer a good analyst would give you, in seconds.
The prompts below are starting points. They work as written, and they work better when you add your own dates, campaign names, and offers.
The 18 categories
Setup and config
Start here. Garbage in, garbage out. These prompts check that your integrations are connected, your UTM tracking has no gaps, your pixel is firing, and your attribution model is configured correctly. One good first prompt: “Give me an overview of my SegMetrics account, integrations connected, data flowing, and anything that looks off.”
Revenue and LTV
Understand where your money actually comes from. Go past the first sale to see lifetime value by source, revenue per lead, and which channels bring in the customers who spend the most over time. A favorite: “What is the average customer lifetime value broken down by traffic source? Which sources bring in the highest LTV customers?”
Attribution
Find out what is really driving conversions. Compare first-touch, last-touch, and linear models on the same date range and watch which channels gain or lose credit. See the assisted conversions that never get last-click recognition. Trace the full multi-touch path a customer takes before buying.
Ad performance
Get true ROAS from your revenue data, not the inflated numbers the ad platforms report. Pull spend, clicks, CPL, CPA, and ROAS in one table. Find the campaigns to scale and the ones to kill. “Which campaigns have a ROAS below 2 or a cost per acquisition above my target? List them and tell me which to cut or pause.”
Email attribution
See which emails drive revenue, not just opens. Find the single email that generated the most sales by last-touch attribution, down to the individual send. Break revenue down by campaign, by list, by medium.
Funnels
Trace the journey from opt-in to purchase and find where people fall off. Compare offer pages. Measure upsell take rates. Map webinar funnel conversion from registration to sale.
Trial funnel
Track every step from trial start to paid customer. Measure trial volume, trial-to-paid conversion by channel, and pinpoint exactly when a trial decline started. Split true churn from trials that never paid.
Subscriptions and churn
Know your MRR, churn, and retention cold. See new versus churned MRR by month. Break churn down by plan. Build cohort retention tables. Find out whether your churn is an onboarding problem or a long-term value problem.
Cohort analysis
See how each customer vintage performs over time. Group customers by first purchase month, measure LTV per cohort, and find whether your older customers are worth more than your recent ones.
Sales team and demos
Track demos, trials, and conversions by rep. Measure demo volume, demo-to-trial conversion, and demo-to-paid conversion for each person on the team. Find the demo contacts who went cold and never trialed.
Lead quality
Stop optimizing for leads that never buy. Rank your lead sources by downstream revenue, not by volume. Find the sources sending buyers and the ones sending tire-kickers. Calculate your effective cost per lead that actually converts.
Affiliate and partner tracking
See which partners drive real revenue, not just clicks. Compare affiliate conversion rates and LTV. Check commission paid against revenue generated to find out who has the best ROI and where your payouts are unfair.
Product and offer analysis
Know which offers carry the business. Break revenue down by product and price point. Find your highest refund rates. Compare subscription revenue against one-time purchases. Measure upsell attach rates by offer.
Audience and segmentation
Find the segments worth going all in on. Profile your highest-value customers by source, funnel entry, and behavior. Compare buyers to non-buyers. Measure revenue by tag. Find how much overlap exists between buyers of different products.
Agency and multi-account
Run the same report across every client account. Built for agencies, these prompts pull consistent ROAS, lead, and revenue reports across all your clients without rebuilding queries each time. Swap in a client name and go.
Forecasting and trends
See where things are heading before they get there. Calculate your run rate. Spot which sources have momentum and which are fading. Estimate revenue from your current pipeline. Measure how far you are from a quarterly goal and what would need to change to hit it.
Diagnose
When the numbers look wrong, find out why. Track down unattributed revenue, null UTM fields, pixel failures, and platform mismatches before they mislead a budget decision. “How much of my revenue is showing as unattributed, and how do I fix it?”
Reporting
Build the report your team actually needs. Pull clean, decision-ready numbers for a weekly review, a monthly plan, a board update, or a client debrief. Ask for a period-over-period comparison and get it formatted to share.
The diagnostic sequence: your launch QA partner
One use case deserves its own section. When you launch a new funnel or campaign, you need to know one thing fast: is it tracking at all?
No analytics dashboard answers that in real time. The SegMetrics MCP does. The diagnostic sequence is a six-step run that takes you from “is anything tracking” down to “which specific contact came from which specific ad creative.”
You start by confirming the system is receiving any data at all and you check whether new leads match what you see in your CRM. You find where the leads came from and how many have null UTMs. Then check whether attribution is working independent of those UTMs. Then you attribute individual contacts to individual campaigns. Finally you confirm your tags are firing.
This sequence came out of a real launch. A founder ran twenty-three prompts across several days while debugging a live quiz funnel, confirming the pipeline was flowing and finding exactly which Meta creative each lead came from. It was not analytics. It was live QA. The MCP worked as a debugging partner for a launch in progress.
How marketers are actually using this
The prompts here are refined from real sessions, not invented in a vacuum. A few patterns stand out.
The most sophisticated users build things that used to take an analyst a week. One user ran dozens of month-by-month queries to assemble a full customer cohort table. Another ran the entire demo pipeline across every sales rep, cross-referencing by company domain to catch attribution misses.
Agencies found a repeatable weekly rhythm. One agency runs the same two or three reports, ROAS by campaign, new leads per campaign, leads with a call-booked tag, across four client accounts every week. Same questions, different accounts, no rebuilding.
The most granular work drilled all the way down to a single email. One user found the exact email driving the most revenue by last-touch attribution, then broke down which product that one email sold.
Where to start
If you are new to this, do not try to run all 174 at once. Start with three.
Run the account overview to confirm your data is clean and run revenue by source to see where your money comes from. Run ROAS by campaign to see what your ads are really doing. Those three answer the questions every marketer has every time they sit down to look at their numbers.
Then work outward into the category that matches whatever you are trying to decide this week. The prompts are here. Your data is ready. All you have to do is ask.
AI Marketing Prompts for Your SegMetrics Connected Account
SETUP & CONFIG: Connect and configure before you analyze anything.
Get integrations, UTM tracking, pixel health, and attribution logic working correctly. Garbage in, garbage out — start here.
Account overview
Give me an overview of my SegMetrics account — integrations connected, data flowing, and anything that looks off.
Integration status check
Check which integrations are connected to my SegMetrics account and flag any that are missing data or throwing errors.
UTM coverage audit
Review my UTM parameter setup and tell me where there are gaps that cause traffic to show up as unattributed.
Tracking pixel health
Check whether my SegMetrics tracking pixel is firing correctly on all the key pages in my funnel.
CAPI pipeline check
Check whether my CAPI pipeline is active and flowing. Are leads from my ad campaigns being captured and attributed correctly?
Attribution model setup
Walk me through choosing the right attribution model for my business and help me configure it in SegMetrics.
Data sync schedule
How often is my data syncing from each connected integration? Are there any integrations that are behind or stalled?
Onboarding checklist
Walk me through the SegMetrics setup checklist and tell me which steps I have completed and which are still outstanding.
REVENUE & LTV: Understand where your revenue actually comes from.
Go beyond last-click to see which sources, funnels, and segments drive the most lifetime value — not just the first sale.
Revenue by source
Show me total revenue by traffic source for the last 30 days, sorted highest to lowest.
Customer LTV by source
What is the average customer lifetime value broken down by traffic source? Which sources bring in the highest LTV customers?
Revenue per lead
What is my revenue per lead by traffic source? Which sources are most efficient at turning leads into revenue?
YTD revenue summary
Give me a year-to-date revenue summary — total revenue, leads, customers, and refunds so far this year.
LTV trend over time
Show me how average customer LTV has trended over the last 6 months. Is it going up, down, or flat?
Top revenue-generating campaigns
Which campaigns have generated the most total revenue over the last 90 days? Include both first-touch and multi-touch attribution.
High-LTV customer profile
What do my highest-LTV customers have in common? Look at source, funnel entry point, offer, and any other patterns in the data.
Revenue by offer or product
Break down revenue by offer or product. Which products are driving the most total revenue and the highest average order value?
One Purchase vs total revenue
For customers acquired in the last 90 days, how does one purchase revenue compare to total revenue including upsells and rebills?
Revenue concentration risk
What percentage of my total revenue comes from my top 3 traffic sources? Am I too dependent on a single channel?
Refund-adjusted revenue
What is my revenue after accounting for refunds? Which sources or campaigns have the highest refund rates eating into my numbers?
Week-over-week revenue
Compare my revenue, orders, AOV, and refunds for this week versus last week. What changed and why?
Pre-launch baseline
Establish a 30-day baseline of leads and revenue before my new campaign launches. Show me the weekly trend so I have a clean benchmark to compare against.
ATTRIBUTION: Find out what is actually driving conversions.
Compare attribution models, trace the customer journey, and stop making budget decisions based on last-click data.
Top converting sources
What are my top converting traffic sources over the last 30 days? Show me leads and customers by source.
Channel performance overview
Show me total leads, customers, and revenue by traffic channel — direct, search, paid, social, email, referral — for the last 90 days.
First-touch vs last-touch
Compare first-touch and last-touch attribution for my top 10 channels. Where do they disagree most and why does it matter?
Multi-touch path analysis
What does the typical customer journey look like before a purchase? Walk me through the most common multi-touch paths.
Attribution model comparison
Run the same date range through first-touch, last-touch, and full funnel attribution models. Show me which channels gain or lose credit depending on the model.
Assisted conversions
Which channels are regularly in the customer journey but rarely get last-touch credit? Show me my top assisted conversion sources.
Time to conversion by source
How long does it take for leads from each traffic source to convert to customers? Which sources have the longest sales cycles?
Organic vs paid attribution
Compare the lifetime value and conversion rate of customers acquired through organic channels versus paid channels.
This year vs last year by channel
Compare total leads and customers by channel this year versus the same period last year. Which channels are up and which are down?
Touchpoint frequency analysis
On average, how many touchpoints does a lead have before converting? Does that number vary by traffic source or offer?
Top pages by traffic
Which pages on my site drive the most visitors? Group by page path over the last 90 days and rank them.
AD PERFORMANCE: Know which ads are worth keeping.
Get true ROAS using SegMetrics revenue data — not platform-reported numbers — and find exactly which campaigns and creatives to scale or cut.
ROAS by campaign
Show me ROAS for all active campaigns using SegMetrics revenue data. Which are profitable and which are losing money?
Cost per acquisition by campaign
What is my cost per acquisition by campaign and ad platform for the last 30 days?
Full ad metrics table
Pull spend, clicks, impressions, CTR, CPC, CPL, CPA, and ROAS by campaign for the last 30 days. Give me everything in one table.
Google vs Facebook comparison
Compare spend, leads, customers, revenue, CPL, CPA, and ROAS grouped by ad account — Google versus Facebook — for the last 90 days.
Ad spend vs attributed revenue
Pull my ad spend alongside SegMetrics attributed revenue for the last 60 days. Where are the biggest gaps between what I spent and what I got back?
Underperforming campaigns
Which campaigns have a ROAS below 2 or a cost per acquisition above my target? List them and tell me which to cut or pause.
Creative-level performance
Break down performance to the individual ad level within my top campaigns. Which specific creatives have high spend but low conversion or poor ROAS?
Campaign scaling candidates
Based on ROAS, CPA, and LTV, which campaigns are the strongest candidates to scale with more budget right now?
Month-over-month campaign trends
Show me month-over-month ad performance by campaign. Which campaigns are accelerating, declining, or newly underperforming?
Lead-to-customer rate by campaign
For each campaign, show me the lead-to-customer conversion rate and revenue per lead. Where is the funnel converting well post-click and where is it leaking?
Top of funnel vs retargeting
Compare the downstream LTV of customers who came in through awareness campaigns versus retargeting or bottom-of-funnel campaigns.
New campaign check
I launched a new campaign 2 weeks ago. Show me its attributed leads, customers, revenue, and CPA compared to my account average.
Leads attributed to ads
How many new leads were attributed to ads in the last 30 days? Break it down by campaign so I can use it for my ads report.
EMAIL ATTRIBUTION: See which emails are actually driving revenue.
Go beyond sequence-level stats to find the specific emails and campaigns generating the most attributed revenue.
Email sequence performance
How are my email sequences performing? Show me leads entering, attributed revenue, and conversion rate for each sequence.
Top revenue-generating email
Find the single email that generated the most direct revenue in the past 90 days using last-touch attribution — the email clicked immediately before purchase.
Email UTM check
Do my email link clicks carry UTM parameters that identify individual emails? Check whether utm_campaign or utm_content is being used to track email-level clicks.
Revenue by email campaign
Show me revenue attributed to each email campaign over the last 90 days using the UTM campaign dimension. Which campaigns are driving the most direct revenue?
Revenue week over week
What is my revenue for the last 7 days compared to the prior 7 days? Show me the week-over-week change.
Email medium revenue breakdown
Break down revenue by email medium and source over the last 90 days. Which email channels and lists are generating the most attributed revenue?
Re-engagement campaign results
How did my re-engagement email campaign perform? Show me how many lapsed leads came back and converted to customers.
Email unsubscribe impact
Are unsubscribes concentrated in any particular sequence or time window? Am I losing leads who could have converted with better nurture?
Best product per email
For my top revenue-generating email, which product or offer did it drive the most sales for? Break down attributed orders by product name.
FUNNELS: See where leads convert and where they fall off.
Trace the full journey from opt-in to purchase across your funnels, offer pages, and sequences.
Funnel conversion rates
Show me the conversion rates at each stage of my main funnel — from opt-in to sale. Where am I losing the most people?
Lead to customer time
How long does it typically take a lead to convert to a customer? Does it vary by traffic source or funnel entry point?
Drop-off analysis
Where in my funnel are leads dropping off most? Which steps have the worst conversion rates and what might be causing it?
Offer page performance
Compare the conversion rates and average order value across my different offer pages or sales pages.
Upsell and order bump performance
What percentage of customers take my upsells or order bumps? Which offers have the highest upsell attach rate?
Webinar funnel attribution
How much revenue has been attributed to leads who entered through my webinar funnel? What is the conversion rate from registration to purchase? You may have to use tags, lists, or deal stages to help determine the steps in the webinar funnel.
Lead magnet quality comparison
Compare the downstream conversion rates of leads who came in through each of my lead magnets. Which attracts the best buyers?
Funnel A/B test results
I ran two versions of my opt-in page last month. Show me which performed better on conversion rate and downstream revenue.
Weekly webinar cohorts
Show me weekly webinar registration volume, show-up rate, conversion rate, and revenue per week over the last 90 days. Which weeks were strongest?You may have to use tags, lists, or deal stages to help determine webinar funnel data.
Lead nurture cohort timeline
For leads who opted in in the last 6 months, show me week-by-week when conversions happen after opt-in. When does conversion drop off?
TRIAL FUNNEL NEW CATEGORY: Track every step from trial start to paid customer.
Measure trial volume, trial-to-paid conversion, and which channels are actually filling your trial pipeline.
Trial volume this year vs last
Show me monthly trial signup volume this year compared to the same months last year. When did the trend change?
Channels driving trials
Which channels are driving trial signups this year versus last year? Show me where the increase or drop-off is coming from.
Trial-to-paid conversion rate
What percentage of trial signups convert to paying customers? Break it down by the month trials started.
Trial conversion by channel
Which traffic sources produce trial signups that convert to paid customers at the highest rate? Compare trial-to-paid conversion across channels.
Trial decline inflection point
My trial signups are down. Show me the monthly trend over the last 12 months and identify exactly when the decline started.
Trial starts by month
Show me the monthly breakdown of trial starts over the last 12 months. Is volume growing, flat, or declining?
Contacts with demo and trial tag
Count unique contacts who have both the demo-scheduled tag and the trial tag. How many demo prospects actually started a trial?
Trial abandonment vs true churn
How many trial cancellations were from contacts who never made a payment versus contacts who paid at least once? Split these into two groups.
SUBSCRIPTIONS & CHURN NEW CATEGORY: Know your MRR, churn, and retention numbers cold.
Track subscription health, find when churn accelerated, and understand which plans and cohorts retain the best.
MRR trend overview
Show me my monthly MRR trend over the last 24 months — new MRR, churned MRR, and net MRR. When did the trend change?
Churn rate by month
What is my monthly user churn rate and revenue churn rate over the last 12 months? Show me the trend.
Active subscription breakdown
How are my contacts distributed across subscription statuses — active, trialing, canceled, expired? Give me the current counts.
Churn rate by plan
Break down churn rate by subscription plan. Which plans have the highest churn and which retain best?
Subscription cohort retention
Group subscribers by the month their subscription started. For each cohort, show how many started, how many are still active, their average subscription age, and total revenue generated.
Cancellation timing analysis
How long do subscribers stay before churning? Show me average subscription age at cancellation to understand if churn is an onboarding problem or a long-term value problem.
New vs churned MRR by month
For each month over the last 24 months, show me new MRR added versus MRR lost to churn. Is new MRR keeping pace with churn?
Plan-level subscription health
For each subscription plan, show me active subscribers, monthly starts, cancellations, churn rate, and average LTV. Which plans are healthiest?
Annual vs monthly billing retention
Do annual subscribers retain longer and generate higher LTV than monthly subscribers? Compare billing cycle against churn rate and average subscription age.
Paying churn vs trial churn
Split my cancellations into two groups: contacts who had at least one successful payment, and contacts who cancelled without ever paying. Show me counts and trends for each.
Acquisition channels for new subscribers
Where are my new paying subscribers coming from? Break down new subscription starts by UTM source over the last 24 months.
Subscription health by account manager
Show me active subscriptions, trials, new starts, and cancellations for contacts tagged to each account manager. How is each account book performing?
COHORT ANALYSIS NEW CATEGORY: See how each customer vintage performs over time.
Build true cohort tables by first purchase month, measure LTV per cohort, and find which customer vintages retain best.
New customers by first order month
Group customers by the month of their first order going back 24 months. Show me customer count, average order value, and total cohort revenue for each month.
Customer cohort LTV table
Build a cohort table: for each month’s new customers, show how many started, their average customer age in days as of today, average LTV, and total revenue generated by that cohort.
Cohort retention comparison
Which monthly customer cohorts are retaining best? Compare average subscription age and total revenue across cohorts from the last 24 months.
New customers this month vs prior
How does this month’s new customer count and average order value compare to the same month last year and the prior month?
Contact status breakdown
Show me how all my contacts are distributed by status — lead, customer, cancelled, expired, and any other status in my account. Give me current counts.
Early cohort vs recent cohort LTV
Do customers who signed up 2 or more years ago have significantly higher LTV than customers from the last 6 months? Compare older cohorts against newer ones.
Monthly new customer trend
Show me the count of new customers per month for the last 24 months. Is my customer acquisition rate growing, flat, or declining?
SALES TEAM & DEMOS NEW CATEGORY: Track demos, trials, and conversions by rep.
Measure each rep’s demo volume, trial starts, and paid conversions to understand where your sales pipeline is working and where it is leaking.
Demo volume by rep
How many demo contacts does each sales rep have in 2026? Show me counts by rep tag.
Demo-to-trial conversion by rep
Of each rep’s demo contacts, how many started a trial? Show me demo count and trial starts side by side for each rep.
Demo-to-paid conversion by rep
Of each rep’s demo contacts, how many became paying customers? Show me demo count and paid conversions for each rep.
Full demo pipeline table
Give me a full demo pipeline breakdown for 2026: total demo contacts per rep, how many trialed, how many converted to paid, and how many went cold.
Time from demo to trial start
For contacts who booked a demo and then started a trial, how many days on average passed between the demo and trial start? Does it vary by rep?
Demo contacts who never trialed
Show me the demo contacts who never started a trial. What tags do they have? Did they engage with follow-up emails or go completely cold?
Demo leads by source
Which traffic sources produced my demo contacts this year? Show me lead source breakdown for all contacts who booked a demo.
Demo contacts full export
Give me a full list of all demo contacts in 2026 with name, email, demo date, rep tag, trial status, and paid status so I can export it.
Monthly demo volume trend
Show me monthly demo bookings over the last 12 months. Is demo volume growing or declining?
Rep account health check
For contacts tagged to a specific account manager, show me active subscriptions, trials, new starts, and cancellations over the last 90 days.
LEAD QUALITY: Stop optimizing for leads that never buy.
Qualify your lead sources by downstream revenue so you stop feeding the funnel with the wrong people.
Lead quality by source
Which of my lead sources produce the highest quality leads — the ones most likely to buy and spend more over time?
Lead-to-customer rate by source
Compare the lead-to-customer conversion rate across my top traffic sources. Which sources send buyers versus tire-kickers?
Lead magnet to revenue ranking
Rank my opt-in forms and lead magnets by downstream revenue generated. Which ones actually attract buyers? Ask if you need the lead magnet urls
Low-quality lead sources
Which traffic sources or campaigns generate lots of leads but almost no revenue? Show me where I am wasting money on lead volume.
Lead lag by source
For leads who eventually became customers, how long did it take on average? Does lag time vary by source or funnel?
Cost per quality lead
What is my cost per lead for each paid source? Now adjust for quality — what is my effective cost per lead that actually converts to a customer?
Contacts with specific tag combination
Count unique contacts who have both [tag A] and [tag B] applied. How many contacts meet both criteria?
Leads by tag over time
How many contacts have been tagged with [tag name] over the last 30 days? Show me the daily or weekly trend.
AFFILIATE & PARTNER TRACKING: See which partners are driving real revenue.
Track affiliate performance beyond clicks and leads — see which partners bring buyers, and which bring noise.
Affiliate revenue overview
Show me total revenue attributed to each affiliate or partner over the last 30 days, sorted by revenue generated.
Affiliate conversion rates
Compare the lead-to-customer conversion rate across my affiliates. Which partners are sending the highest quality traffic?
Top affiliates by LTV
Which affiliates are sending customers with the highest lifetime value, not just the most initial sales?
Affiliate commission vs revenue
For each affiliate, show me what I paid in commissions versus the revenue they actually generated. Who has the best ROI?
New affiliate performance
I onboarded new affiliates last month. Show me their attributed leads, customers, and revenue so far.
Affiliate funnel drop-off
At which funnel stage are leads from affiliates dropping off most compared to my direct traffic?
Partner campaign attribution
A partner ran a dedicated promotion last week. How much traffic, how many leads, and how much revenue did it generate?
Affiliate payout fairness check
Based on actual attributed revenue, are my current affiliate commission rates fair? Where am I over- or under-paying relative to the revenue each partner generates?
PRODUCT & OFFER ANALYSIS: Know which offers are carrying the business.
Break down performance by product, price point, and offer type to find where to double down and what to cut.
Product revenue breakdown
Break down my total revenue by product or offer for the last 90 days. Which products are driving the most revenue?
Offer conversion rate comparison
Compare the conversion rates across my different offers and price points. Which converts best from the same traffic?
Product refund analysis
Which products have the highest refund rates? Show me refund rates by product and whether they have changed over the last 6 months.
Price point performance
How do my different price points perform in terms of conversion rate, average order value, and downstream LTV?
Upsell take rate by product
For each core offer, what percentage of customers take the upsell? Which products have the highest upsell attachment rate?
Product launch attribution
I launched a new product last month. Show me attributed revenue, conversion rate, and source breakdown for that launch.
Subscription vs one-time revenue
How does revenue from subscriptions compare to one-time purchases? Is my recurring revenue growing as a share of total revenue?
Order bump price test
I am A/B testing two price points on my order bump. Compare take rate, total revenue, and AOV for each variant week over week.
Best offer for each traffic source
Which traffic sources convert best to which offers? Is there a clear match between source intent and offer type?
AUDIENCE & SEGMENTATION: Find the segments worth going all in on.
Slice your audience by behavior, source, tag, and value to find the patterns that make your best customers different.
High-value segment profile
Who are my highest-value customers? Describe their common traits — source, funnel entry, first offer, engagement behavior.
Segment revenue comparison
Compare revenue and LTV across my main audience segments or tags. Which segment is most valuable?
Buyer vs non-buyer comparison
What separates contacts who bought from those who never did? Show me behavioral and source differences between buyers and non-buyers.
New vs returning customer split
What share of my revenue comes from new customers versus repeat buyers? Is that ratio changing over time?
Tag performance analysis
Show me conversion rates and revenue broken down by contact tags. Which tagged segments are most valuable?
Audience overlap between products
How much overlap is there between buyers of my different products? Which customers have bought more than one offer?
Churned customer analysis
Who are my churned customers and where did they come from? Is there a source, offer, or segment with a higher churn rate?
Contacts by domain
Find all contacts at a specific company domain. Show me their tags, subscription status, and purchase history.
AGENCY & MULTI-ACCOUNT: Run the same report across every client account.
Built for agencies managing multiple SegMetrics accounts — pull consistent performance reports across all your clients without rebuilding queries from scratch.
ROAS by campaign for a client
Show me the best and worst performing ad campaigns by ROAS over the last 30 days for the [Client Name] account.
New leads per campaign for a client
Show me total new leads per campaign in the last 30 days for the [Client Name] account.
Leads with call-booked tag by campaign
Of leads attributed to ads in the last 30 days, how many also received a call-booked or call-scheduled tag? Break it down by campaign for the [Client Name] account.
Full ad metrics for a client
Pull spend, clicks, leads, customers, revenue, CPL, CPA, and ROAS by campaign for the [Client Name] account for the last 30 days.
Client account health overview
Give me a health overview for the [Client Name] account — active integrations, recent lead volume, revenue trend, and any data gaps I should flag.
Cross-client ROAS comparison
Compare ROAS across all my client accounts for the last 30 days. Which clients are seeing the strongest ad performance and which need attention?
Monthly client report
Build a monthly performance report for the [Client Name] account: leads, customers, revenue, top sources, and ROAS by campaign — formatted to share with the client.
FORECASTING & TRENDS: See where things are heading before they get there.
Use historical trends and current pipeline data to anticipate revenue, spot momentum shifts, and plan ahead.
Revenue trend this quarter
How is revenue trending this quarter compared to the same period last quarter and last year? Am I ahead or behind pace?
Lead volume trend
Is my lead volume growing, flat, or declining? Show me the trend over the last 6 months by source.
Revenue run rate
Based on the last 30 days, what is my current monthly run rate? If trends hold, what would my next 3 months of revenue look like?
Conversion rate trend
How have my lead-to-customer conversion rates trended over the last 6 months? Is my funnel getting better or worse?
Traffic source momentum
Which traffic sources are growing in volume and conversion rate right now? Which are declining? Show me the momentum signals.
Churn risk forecast
Based on current subscription retention trends, what percentage of my recurring revenue am I at risk of losing in the next 90 days?
Pipeline to revenue estimate
Based on leads currently in my funnel and historical conversion rates, what is my estimated revenue from this pipeline over the next 60 days?
Goal gap analysis
I am trying to hit a revenue target this quarter. Based on my current run rate and conversion rates, how far am I from that goal and what would need to change to hit it?
Best time to launch
Looking at historical performance data, when have my launches and campaigns performed best? Are there clear seasonal patterns?
DIAGNOSE: When the numbers look wrong, find out why.
Track down data gaps, attribution mismatches, UTM nulls, and pixel failures before they mislead a budget decision.
Unattributed revenue
How much of my revenue is showing as unattributed in SegMetrics? Help me figure out where it is coming from and how to fix it.
Revenue drop investigation
My revenue dropped last week compared to the week before. Help me figure out which source, campaign, or funnel stage is responsible.
Lead volume spike or drop
My lead volume changed significantly this week. Help me identify the source causing the shift — is it one channel or across the board?
New leads source check
I see new contacts in my CRM but I cannot tell where they came from. Pull their UTM source, channel, and any click-attribution data to identify the actual source.
Tag not appearing on contacts
Some contacts are not showing up in a segment I expected them to be in. Help me figure out whether it is a tagging issue, a sync issue, or a tracking gap.
Conversion event not firing
One of my conversion events does not seem to be recording correctly. Help me diagnose whether it is a pixel issue, a mapping issue, or something else.
Platform number mismatch
My ad platform is showing different numbers than SegMetrics for the same campaign. Help me understand why they disagree and which number to trust.
Integration data gap
Check whether my email platform and ad accounts are syncing correctly. Flag any gaps or delays in the data flow.
Duplicate contact check
Are any contacts being counted more than once in my attribution data? Help me find and clean up duplicates that might be inflating my numbers.
Unusual traffic spike
I see a sudden spike in traffic from an unfamiliar source. Help me figure out if it is legitimate, bot traffic, or a tracking anomaly.
REPORTING: Build the report your team actually needs.
Pull clean, decision-ready numbers for your weekly review, monthly planning, or client debrief.
Weekly performance summary
Give me a weekly performance summary: top revenue sources, best converting campaigns, and anything that changed significantly from last week.
Monthly attribution report
Summarize last month’s attribution data — which sources drove the most leads, customers, and revenue.
Ad agency debrief
Build a report I can share with my ad agency: spend, attributed revenue, ROAS, and CPA by campaign for the last 30 days.
Board or investor summary
Give me a high-level revenue summary for the last quarter — total revenue, revenue by channel, LTV trends — suitable for a board update.
Period-over-period comparison
Compare this month to the same period last month and last year. What improved, what declined, and what stayed flat?
Channel ranking report
Rank all my active channels by revenue, conversion rate, CPA, and LTV in a single report. Which channels deserve more investment?
Top 10 campaigns report
Show me my top 10 campaigns over the last 90 days ranked by attributed revenue. Include spend, ROAS, and CPA for each.
Funnel health report
Give me a funnel health report: opt-in rate, lead-to-customer rate, average order value, and refund rate — compared to last period.
Annual performance review
Summarize my full-year performance: total revenue, leads generated, customers acquired, best and worst performing channels, and key trends.
Custom date range report
Pull a performance report for a specific date range. Show me revenue, leads, customers, and top sources for that window.
Frequently Asked Questions
Q. Can AI actually analyze my marketing data?
A. Yes—but only if it has access to your data. A generic AI chatbot can’t see your CRM, ad platforms, payment processor, or attribution data, so it can only make educated guesses. When connected through the SegMetrics MCP, AI can answer questions using your actual marketing data, including revenue, attribution, customer lifetime value (LTV), ROAS, churn, and funnel performance.
Q. What is the SegMetrics MCP?
A. The SegMetrics MCP (Model Context Protocol) securely connects AI assistants like ChatGPT or Claude to your SegMetrics account. Instead of manually building reports or exporting spreadsheets, you simply ask questions in plain English and the AI retrieves answers directly from your live attribution data.
Q. What kinds of questions can AI answer about my marketing?
A. Almost anything you’d normally ask a marketing analyst. For example, AI can identify your highest-ROAS campaigns, compare attribution models, calculate customer lifetime value by source, analyze trial-to-paid conversion rates, identify churn trends, diagnose tracking issues, compare funnel performance, and generate executive-ready marketing reports—all using your own data.
Q. How are analytics prompts different from regular AI prompts?
A. Most AI prompt libraries focus on creating content, such as writing emails, ads, or social posts. Analytics prompts are different—they ask AI to analyze existing business data and provide insights. For example, instead of asking AI to write a Facebook ad, you might ask, “Which campaigns generated the highest revenue over the last 90 days?” or “Which traffic sources produce the highest lifetime value customers?”
Q. Do I need to know SQL or build reports to use these prompts?
A. No. The prompts are written in plain English. Instead of writing database queries or building dashboards, you simply ask questions the same way you would ask a marketing analyst. The AI handles the data retrieval, calculations, and analysis for you.
Q. Can AI calculate true ROAS instead of platform-reported ROAS?
A. Yes. When connected to SegMetrics, AI calculates ROAS using attributed revenue from your actual customers rather than relying solely on Facebook or Google Ads reporting. This gives you a much more accurate picture of campaign profitability, especially for businesses with longer sales cycles or repeat purchases.
Q. What types of businesses benefit most from AI-powered marketing analytics?
A. AI-powered analytics are particularly valuable for SaaS companies, agencies, coaches, consultants, course creators, membership businesses, subscription companies, and e-commerce brands that use multiple marketing channels. Any business that wants to understand which marketing activities actually generate revenue can benefit from connecting AI to attribution data.
Q. How many AI prompts are included?
A. The SegMetrics prompt library includes 174 marketing analytics prompts organized into 18 categories, covering everything from attribution and revenue analysis to trial funnels, churn, cohort analysis, agency reporting, forecasting, diagnostics, and executive reporting.
Q. Can agencies use these prompts for multiple clients?
A. Yes. Several prompts are specifically designed for agencies managing multiple client accounts. You can run the same revenue, attribution, ROAS, and lead-quality reports across different SegMetrics accounts simply by changing the client name, making recurring client reporting much faster.
Q. What are the best prompts to start with?
A. If you’re new to AI-powered analytics, start with three questions: “Give me an overview of my SegMetrics account,” “Show me revenue by traffic source,” and “Show me ROAS for all active campaigns.” These provide an immediate snapshot of your account health, revenue sources, and advertising performance, and often uncover insights that traditional dashboards miss.
The Bottom Line
There are good tools for every use case in marketing analytics. The key is matching the tool’s core design to how your business actually generates revenue.
If you sell digital products, run email-driven funnels, or operate a subscription model and want a clear, unified view of which marketing activities are creating your most valuable customers, SegMetrics is worth exploring. Its combination of CRM integration, email platform connectivity, and lifetime value tracking makes it one of the few tools that can answer the question every serious marketer eventually asks: not just who bought, but who kept buying — and where did they come from?
Denise Cullom is an innovative and goal-oriented Operations Lead committed to professional development and expert leadership of teams, systems, and profitability. Recognized for repeatedly surpassing business goals, she is a decisive leader and strategic planner known for rallying stakeholders behind new initiatives. Denise is adaptable to changing business needs and market conditions, continuously driving success and growth.
