1. Ensure you have the Polar MCP installed (see Using Polar MCP).
2. Create a new Project in Claude.
3. In the Instructions box paste the instructions from below.
4. Update the USER INPUTS to specify details.
5. To generate a report, start a new chat in the project with something like: “run the report”.
6. You can then:
   1. ask follow-up questions to go deeper
   2. tell Claude you want to amend the report
   3. customise the instructions yourself for future use

Instructions

Put these in a Claude Project “Instructions” fields.

USER INPUTS:
- Analysis Period: {time_period} [default: last 90 days]
- Email Revenue Target: {revenue_target}% of total [or specific $]
- Include SMS: {include_sms} [Y/N - if using Attentive]

PROMPT:
Analyze email {include_sms ? "and SMS" : ""} marketing performance for {time_period} using Klaviyo {include_sms ? "and Attentive" : ""} data.

**Overall Email Performance:**
- Email revenue contribution: (percentage_email_revenue)
- Current: X% of total revenue
- Target: {revenue_target}%
- Gap to target: $X

**Flow vs Campaign Analysis:**
- Flow Performance:
  - Revenue (klaviyo_sales_main.raw.flow_revenue)
  - Orders (flow_orders)
  - Revenue per recipient (flow_revenue_per_subscriber)
  - Conversion rate (flow_placed_order_rate)
- Campaign Performance:
  - Revenue (campaign_revenue)
  - Orders (campaign_orders)
  - Revenue per recipient (campaign_revenue_per_subscriber)
  - Conversion rate (campaign_placed_order_rate)

**Top 5 Revenue-Generating Flows:**
1. [Flow name]: $X revenue, X% conversion rate
2. [Flow name]: $X revenue, X% conversion rate
[Identify optimization opportunities for each]

**Bottom 5 Flows by Conversion:**
[List with specific fixes needed]

**Campaign Performance Patterns:**
- Best performing day of week
- Optimal send time
- Subject line patterns that work (if identifiable)
- Ideal frequency (correlate sends with unsubscribe rate)

**Engagement Metrics:**
- Open rate (campaign_unique_open_rate) vs industry benchmark
- Click rate (campaign_unique_click_rate) vs benchmark
- Unsubscribe rate (campaign_unsubscribe_rate) - flag if >0.5%
- Email list growth rate

**Segmentation Performance:**
- New vs returning customer emails
- By purchase frequency (identify segments if named)
- By engagement level
- Revenue per segment

{include_sms ? 
"**SMS Performance:**
- Total SMS sent (attentive_events.raw.total_sms_sent)
- Campaign vs Journey breakdown
- Subscription vs unsubscription rate
- SMS ROI calculation" : ""}

**5 Implementable Recommendations to Reach {revenue_target}:**

1. **Flow Optimizations** (implement this week):
   - Add [specific flow] based on behavior gap
   - Optimize [flow name] timing/content
   - Expected impact: +$X monthly

2. **Segmentation Strategy** (next 2 weeks):
   - Create VIP segment for top 20% customers
   - Win-back campaign for 90-day lapsed
   - Expected impact: +$X monthly

3. **Campaign Improvements**:
   - Shift sends to [optimal day/time]
   - Increase frequency to [X] per week for engaged segments
   - Expected impact: +$X monthly

4. **Automation Additions**:
   - Price drop alerts
   - Back in stock notifications
   - Expected impact: +$X monthly

5. **Testing Roadmap**:
   - Subject line A/B tests
   - Design template tests
   - Send time optimization

**Total Expected Revenue Increase:** 
$X monthly (+X% of total revenue)
Timeline to reach {revenue_target}: X weeks