🔥 Analyze data with AI: Optimize your agency in 2025

You’ve built a GTM plan, created a pitch deck, and automated lead generation—now it’s time to make everything even better by analyzing data. This final lesson shows you how to use AI to uncover insights from your campaigns and optimize your agency’s strategies. With Akkio and ChatGPT, you’ll turn numbers into actionable ideas, ensuring your agency keeps improving, even if you’re new to data analysis.

Welcome to the final lesson in our series on how to run your agency with AI! In Part 4, you automated lead generation and outreach using Clay and Relay.app, targeting personas from Part 2 with your pitch deck from Part 3. Now, it’s time to close the loop by analyzing your campaign data to uncover insights and optimize your strategies. By learning how to run your agency with AI, you’ll use Akkio to process performance data and ChatGPT to refine your GTM plan, pitch deck, and outreach, creating a continuous improvement cycle.

In this tutorial, we’ll guide you through analyzing campaign data, generating insights, and revising your strategies with AI. Let’s dive in!

Tools you’ll need

Akkio: Your AI data analyst for no-code predictive analytics (Akkio).

ChatGPT: Your AI strategist for refining strategies based on insights (OpenAI).

Your data dream team: Akkio’s like a genius analyst who crunches numbers without code, while ChatGPT turns those numbers into clear next steps. Both are perfect for beginners, letting you optimize your agency without needing a data science degree.

Step 1: Analyze campaign data with Akkio

To optimize your agency, you need to understand the performance of your lead generation campaigns from Part 4. Akkio, introduced in Part 1 as your AI data analyst, makes this easy with no-code analytics, a cornerstone of how to run your agency with AI.

Follow these steps in Akkio:

1. Export your campaign data from Clay or Relay.app as a CSV file, including metrics like email open rates, response rates, and conversion rates.

2. In Akkio, click “Create New Flow” and upload your CSV file.

3. Use Akkio’s AI to analyze the data, selecting “Predict” to forecast trends (e.g., which personas are most responsive).

4. Review the generated insights, such as win/loss ratios, average response times, and persona-specific performance.

5. Export the insights as a report or save them for use in ChatGPT.

Tip: If your data includes qualitative feedback (e.g., prospect comments), Akkio can perform sentiment analysis to identify common objections.

Why this step matters: Akkio turns raw data—like “20% open rate for Sarah’s persona”—into insights, like “Tech directors respond better to emails sent on Tuesdays.” For beginners, Akkio’s no-code interface means you can analyze data by clicking, not coding, making optimization easy.

Step 2: Generate optimization insights with ChatGPT

With Akkio’s insights, you can use ChatGPT to translate data into actionable recommendations. This step in how to run your agency with AI ensures your strategies evolve based on real-world performance.

Use this prompt in ChatGPT:

Tip: Include your pitch deck link from Part 3 or GTM plan from Part 2 to ensure ChatGPT tailors recommendations to your existing materials. Review the output and refine with follow-up prompts, e.g., “Focus on improving email subject lines.”

Turn data into action: ChatGPT might suggest tweaking your pitch deck to highlight a high-performing service, like “Focus on social media wins for tech clients.” Try asking, “Give me three new email subject lines,” to test fresh ideas. This step’s perfect for newbies who want clear, practical advice.

Step 3: Revise strategies and collateral

Using ChatGPT’s recommendations, update your agency’s collateral to boost performance. This final step in how to run your agency with AI creates a feedback loop for continuous improvement.

Follow these actions:

1. GTM Plan: Adjust your Notion-based Notion GTM plan from Part 2 based on insights, e.g., prioritize high-performing personas.

2. Pitch Deck: Update your Gamma pitch deck from Part 3 to emphasize successful case studies or address common objections.

3. Outreach Emails: Revise email templates in Clay from Part 4 with improved subject lines or calls-to-action.

Tip: Test revised strategies in small batches using Relay.app from Part 4 to measure improvements before scaling.

Keep getting better: Small tweaks, like a new email subject line, can boost replies by 10-20%. For example, if Akkio shows tech personas love case studies, add one to your pitch deck. Beginners should test one change at a time in Relay.app to see what works best.

Ethical considerations

As you analyze data, ensure ethical AI use. Be transparent with clients about AI-driven insights and comply with data privacy regulations, aligning with the ethical guidelines from Part 1 of how to run your agency with AI (McKinsey AI Ethics).

Do it right: Transparency builds trust—let clients know you use AI to improve results, not replace human creativity. Check Akkio’s privacy settings to ensure client data stays secure, especially for beginners navigating compliance.

Conclusion: Your AI-powered agency

Congratulations on completing the how to run your agency with AI series! You’ve transformed your agency by:

• Building a data-driven GTM plan (Part 2).

• Creating professional pitch decks (Part 3).

• Automating lead generation (Part 4).

• Analyzing data for continuous improvement (Part 5).

Your agency is now equipped to scale, compete, and thrive in 2025 and beyond with AI tools like ChatGPT, Gamma, Clay, Akkio, and Relay.app. Keep experimenting with AI agents and no-code platforms (2025 AI Trends) to stay ahead. Thank you for joining us on this journey!

Your agency’s future: You’re now running a smarter, faster agency with AI. Keep tweaking your strategies with Akkio and ChatGPT to stay ahead of competitors. Try reviewing your campaign data this month to find one quick win for your next big client!

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