Client Success Roundup
Q2 roundup: what shipped, what it moved
The quarter in shipped systems — marketing automation, creative pipelines and forecast dashboards, with the numbers each one moved.
DashboardLim · Founder's desk
2026-05-285 min readTL;DR
Marketing automation carried the quarter — lifecycle emails outperformed paid retargeting on two accounts.
Our own Meta ads run on the creative pipeline we build — every batch human-approved, every lead attributed.
Forecast dashboards gave inventory a weekly rhythm.
Once a quarter, the letter is just the scoreboard. Three systems that went live in Q2, what they replaced, and the numbers they moved. Every one has a full case study behind it.
Lifecycle automation for a consumer product brand
A full marketing automation build — flows, segmentation and the reporting to prove it — moved lifecycle email from an afterthought to a revenue channel that competes with paid.
A creative pipeline we run on ourselves
Briefs feed an AI creative engine that drafts the strategy, copy and visuals; people approve every batch and launch by hand, and each lead lands in the CRM with the ad that earned it attached. In its best month so far, our own account produced 64+ leads at under A$100 each.
Inventory forecasting with a weekly rhythm
The forecast dashboard replaced hand-assembled stock spreadsheets — sales and fulfilment data synced nightly, a four-week report by SKU and region every Monday, and people making the reorder calls.
The proof behind this issue
The headline build of the quarter — the full marketing automation case study.
Case study
· Marketing operations
Marketing Campaign Automation Stack
Campaigns, retailer promotions and stock used to live in different places. Now they work as one system — the calendar stays current, every campaign has an owner, and your team keeps every decision.
112+
campaigns & key moments managed on one calendar
66+
products/SKUs tracked across 8 markets
312
retailer promotions kept in step
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