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.
Creative pipelines cut launch time from weeks to days.
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 for a Meta advertiser
Creative testing used to mean a weeks-long loop between brief, design and launch. The pipeline we shipped compresses it to days, with performance data flowing back into the next brief automatically.
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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