Surface Channel ROI to Reallocate Marketing Budget (Claude Cowork Self-Install Kit)

Know which channel deserves your next dollar, without a half-day of spreadsheet assembly.

You suspect one of your channels is quietly draining budget, but you can't tell which without pulling reports from four different places. By the time you've exported the CSVs, pasted them into a sheet, and lined everything up, the data is already stale and you're making budget calls on gut feel.

The leak isn't your marketing. It's that the numbers live in too many places to look at often enough to act on.

What this kit does

Connect Coupler.io through Claude and ask for revenue and cost by channel over the past 6 months. Claude pulls from your ad accounts, CRM, and spreadsheets in one pass, calculates ROI per channel, and tells you where the next dollar should go. A half-day of assembly takes twenty minutes.

What you can expect

You recover 2 to 4 hours a month of manual cross-channel assembly, and you get a ranked channel-ROI report in under 30 minutes. You redirect wasted ad spend toward the channels with a confirmed positive return instead of guessing.

Who it's for

Built for agencies, coaches and consultants, e-commerce operators, and solopreneurs splitting budget across channels. This is a Claude Cowork self-install kit you run yourself.

What's included

Skip building from scratch. No coding. You get the complete kit your own AI agent reads, sets up, and runs for you, step by step:

• A Start Here guide, so you know exactly what to open first
• The agent install instructions, the part that lets your own AI agent stand the workflow up for you
• A guided setup that interviews you about your business, so the workflow fits how you actually work
• Workflow Briefing: the plan, the inputs, and what done looks like
• Task List your agent follows to build it
• MCP Connection Guide for the tools involved
• Tool Setup notes for accounts, keys, and permissions
• Prompt Library, including the ready-to-run prompt for this workflow
• Troubleshooting and maintenance guide for the common snags
• A Next Steps and Roadmap, so you know what to automate next once this one is running
• A Run Guide you keep, so you can run it any time with no setup again

This tier is worth more because of what a clear ROI read protects: it points your ad spend at what works and pulls it off what doesn't, which compounds across every budget cycle from here.

What you'll need (not included)

The kit is the workflow, the prompts, and the setup guide. It does not include the tool subscriptions it runs on. You'll need your own Claude with Cowork account and a Coupler.io account, plus access to the ad accounts and sources you want it to pull from. Those are billed by the tools themselves, not by us.

You'll also need your Claude account on Cowork's Pro plan or higher, so your agent can connect your tools and use the most capable model while it installs the workflow.

How to install this kit

Connect Coupler.io at claude.com/connectors and authorize your account. Open the kit in Claude Cowork and run the included prompt. Step-by-step instructions ship inside every kit, so you're never guessing. See How Self-Install Kits Work for the full walkthrough.

Install once, not every month

If you've been pricing attribution and marketing analytics software, this is the install-it-once alternative. You run the report yourself and keep the kit, with no monthly seat. Add it to your cart, open it in Claude Cowork, and run your first channel-ROI report this week.