Write the Monday Funnel Narrative

Set Carly up to pull last week's GA and PostHog numbers every Monday morning and write the funnel story as five plain-English bullets — appended to the Growth Google Doc so leadership reads the read instead of clicking around the dashboard.

Google Analytics logo Google Analytics PostHog logo PostHog Google Docs logo Google Docs

What Carly does

  1. 01 Pull last week vs. the prior week from GA: sessions, signups, conversion rate
  2. 02 Pull the same window from PostHog: activation, week-1 retention, top funnel drop-off
  3. 03 Identify the one number that moved most and the most likely cause
  4. 04 Write a 5-bullet narrative in plain English (not metric soup)
  5. 05 Append it as a new dated section to the Growth Google Doc

Five bullets. The team actually reads it.

Every Monday morning, the Growth page has a fresh read of last week — what moved, what mattered, what to look at next. Nobody has to open the dashboard to know what's going on.

Email this to Carly to kick it off.

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See what people say

"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.

Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.

On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."

Gus Ibrahim, Founder & Director, IHR