Monthly Intent and Media Report Template: Decisions and Economics

Define the monthly decision and evidence

Decide whether the report supports a stop, revise, maintain, or expand decision. Promise transparent evidence, definitions, and actions, not proof of causation or guaranteed return. The client must agree on eligible accounts, outcome definitions, attribution limits, and who owns the next action.

Use seven reporting steps

1. 1. Freeze reporting period, policy version, eligible market, topics, and definitions.
2. 2. Reconcile raw signals, reviewed signals, audiences, campaigns, CRM activity, outcomes, and cost.
3. 3. Show identity and match states instead of collapsing missing or candidate matches.
4. 4. Explain accepted, rejected, expired, duplicate, suppressed, and corrected records.
5. 5. Separate platform metrics from qualified meetings, opportunities, and stage progression.
6. 6. Document attribution method, overlap, lag, missing data, and known limitations.
7. 7. End with owners, actions, due dates, and a stop, revise, maintain, or expand recommendation.

Preserve the versioned evidence log

Use one versioned record to show why each monthly intent and media report decision was made. Capture the eligible market, topic definition, source, observed time, identity state, validation result, suppression, reviewer, approved action, downstream disposition, and fully loaded cost. Preserve rejected, expired, duplicated, and corrected records with reason codes rather than overwriting them. This makes client explanations and later comparisons reproducible.

Open the log with Freeze reporting period, policy version, eligible market, topics, and definitions. Close each review cycle with End with owners, actions, due dates, and a stop, revise, maintain, or expand recommendation. If a topic, source, identity rule, activation path, outcome definition, price, or policy changes, record the approver, affected records, and whether prior periods remain comparable.

Separate five report modules

1. Executive decision summary

State the current decision, recommendation, material change, and confidence.

Watch-out: Do not lead with vanity metrics.

2. Signal-quality module

Show eligible market, observed signals, acceptance, rejection, freshness, match state, and corrections.

Watch-out: Raw volume is not qualified demand.

3. Audience and media module

Report uploads, acceptance, reach, frequency, spend, engagement, suppressions, and creative changes.

Watch-out: Platform delivery does not prove pipeline.

4. Sales-outcome module

Connect reviewed records to tasks, meetings, opportunities, stage, pipeline, and reason-coded losses.

Watch-out: Keep association separate from causal lift.

5. Economics and action module

Show cost, service hours, margin, owner, due date, and stop-or-expand criteria.

Watch-out: A report without an action is an archive, not management.

Copyable report decision worksheet

Use this field set during discovery, onboarding, and the first client review. It turns a monthly intent and media report into a reproducible decision record instead of an informal promise. Replace every bracketed prompt with written evidence and leave unknowns visible.

MONTHLY INTENT AND MEDIA REPORT DECISION WORKSHEET
Client decision: [one decision this service must improve]
Eligible market and exclusions: [written ICP, geography, lifecycle, customers, competitors]
Evidence required: [source, observed time, topic rule, identity state, validation]
Path being evaluated: [Executive decision summary; Signal-quality module; Audience and media module; Sales-outcome module; Economics and action module]
First operating control: [Freeze reporting period, policy version, eligible market, topics, and definitions.]
Final operating control: [End with owners, actions, due dates, and a stop, revise, maintain, or expand recommendation.]
Owners and approvals: [agency, client, data, CRM, activation, privacy, billing]
Fully loaded monthly cost: [platform + usage + labor + support + risk reserve]
Evidence of use: [accepted, rejected, corrected, acted on, downstream disposition]
Stop, revise, or expand rule: [threshold, reviewer, next action]

Scope the recurring client operation

Translate the workflow into a client scope for a monthly intent and media report: the decision being improved, eligible market, topic set, branded deliverable, portal or export, action SLA, review cadence, usage boundary, support path, change control, and stop rule. Mark records as eligible, review, suppressed, expired, or unresolved so the client knows what can happen next.

Assign named owners for sales, client success, data operations, identity review, CRM, activation, privacy, security, analytics, and billing. Attach evidence to every handoff. Review the first month as an operating test by comparing accepted, rejected, corrected, suppressed, and acted-on records with delivery hours, outcome return, and contribution margin. Narrow or stop the service when the client cannot use the evidence reliably.

Current MarketPulse research workflow

BrandWell MarketPulse: intent data starting at $500/mo. Find people researching topics relevant to what you sell, apply saved ICP filters, and review available contact details before taking action.

MarketPulse plans are starting at $500/mo. Verify current package scope and offers on the product page.

MarketPulse standard monthly plans

Plan	Topics and refreshes	Monthly exports
Starter	1 topic, weekly	25,000 contacts
Growth	3 topics, daily	100,000 contacts
Scale	10 topics, daily	Unlimited contacts

Swipe the table to see all columns.

A pull retrieves available data from the previous 24 hours for one topic. Daily use across all included topics provides 90 Growth pulls or 300 Scale pulls in a 30-day month. Weekly Starter pulls vary by calendar month. Available audience size and contact fields vary, and audiences may overlap. Refreshes stop at the plan limit without overage charges.

• Find and qualify: search the topic catalog, save your ICP, and review the people and companies that match.
• Act on the research: export qualified contacts or prepare an Outreach or Direct Mail workflow. Connected products, channel usage, and fulfillment may cost extra.
• Get help from AIMEE: Growth and Scale include AIMEE for the initial user to research accounts and prepare the next step through connected tools.

Agencies and other service businesses can build client deliverables around their available Intent Scans and exports. Keep each client’s scope, permissions, and service fees clear. A subscription is not a promise of a white-label platform or exclusive access to a market.

Explore MarketPulse and watch the demo or compare plans starting at $500/mo. Any early-access discount is a separate, time-limited offer shown to an eligible recipient.

Separate product and agency responsibilities

BrandWell MarketPulse is topic-based intent-data software for businesses and agencies. Choose relevant research topics, apply saved ideal-customer-profile filters, review available names, roles, companies and contact details, and export the audience or prepare a connected workflow. Plans start at $500/mo. TrafficID identifies visitors to your own website and is a separate product. A MarketPulse subscription does not by itself promise a white-label portal, custom API implementation, exclusive topics, or managed client delivery.

Review available MarketPulse topics, saved ICP filters and actual preceding-24-hour matches against the report scope. AIMEE can help organize supplied aggregate evidence through configured tools. Custom agency reporting, campaign administration and implementation require separate scope, capacity and fees.

Use the current plan table above for standard topic, refresh and export allowances. Any eligible early-access offer is separate. Include actual agency report production, media operations, channel usage and meetings in the service cost model.

AIMEE can help prepare an approved report draft through configured connected tools. Preserve missing joins, actual periods, entity keys and attribution limits. Human owners reconcile the source records and approve client communication or action.

Budget reconciliation and review

Include analyst time, data reconciliation, CRM joins, campaign and audience administration, client narrative, meetings, corrections, support, and report automation. Do not price only by pages. Use consistent definitions and reusable data models where they reduce avoidable reconciliation without hiding the human judgment required.

The monthly intent and media report stop-or-expand scorecard

Track report timeliness, completeness, match-state visibility, reconciliation errors, accepted-signal rate, action SLA, audience delivery, meetings, opportunities, pipeline association, corrections, client actions, report hours, gross margin, and renewal decisions.

Important: Intent signals are probabilistic evidence. They do not prove identity, consent, need, authority, budget, stage, qualification, purchase, pipeline, or revenue. Report association and uncertainty honestly.

Preserve identity and attribution limits

Risks include cherry-picking wins, overwriting historical data, mixing account and person identity, double counting opportunities, ignoring lag, changing definitions, exposing sensitive behavior, and presenting platform attribution as causal truth. Keep an audit trail and disclose missing data.

Review source rights, approved purposes, necessary fields, access, retention and recipient permissions before joining or distributing client data. Preserve client separation and unresolved requirements. A product subscription or matched contact does not establish every downstream permission.

• Preserve source, observed time, identity state, confidence, validation, and policy version.
• Separate known people, candidate people, companies, domains, and unresolved visitors.
• Apply customer, employee, competitor, duplicate, geography, consent, and opt-out suppressions.
• Require named human approval before CRM writes, audience uploads, spend, or outreach.
• Give clients correction, export, deletion, escalation, incident, and offboarding paths.

Copyable assistant monthly review

Objective: Create a monthly intent and media report from approved source tables. Reconcile signal, review, audience, campaign, CRM, meeting, opportunity, cost, and policy-version fields. Flag missing joins, duplicates, definition changes, and attribution overlap. Draft narrative and actions, but do not publish or send without analyst and account-owner approval.
Inputs: approved ICP, topic dictionary, signal source and time, identity state, client lifecycle, suppressions, permitted-use policy, outcome definitions, and current written commercial scope.
Rules: preserve provenance and uncertainty; never infer budget, authority, consent, or purchase readiness; never expose private behavior in messaging; stop before external action.
Output: decision, reason codes, missing evidence, recommended next step, and audit log.

Record the actual input version, calculation, exclusions, missing states, reviewer and decision. A generated report does not certify a workflow or substantiate a performance claim. Reconcile the narrative with the supplied evidence before sending it.

Maintain sources and calculation rules

This guide evaluates a monthly intent and media report through one defined client decision, a seven-step operating workflow, consistent option criteria, a fully loaded cost model, an outcome scorecard, and explicit limitations. The workspace image illustrates the interface; its example counts do not establish client outcomes or advertising returns. Current contracts, official product documentation, platform policies, and scope-matched written quotes control volatile facts.

Recheck the relevant claim before a client quote and whenever a provider changes pricing, modules, permitted uses, reseller rights, retention, export, support, platform policy, or contract terms. Revise the affected statement and workflow rather than carrying an old assumption into a new engagement.

Related agency operating guides

Use these companion guides to move from the current decision into the next operating layer without collapsing distinct buyer questions into one oversized page.

• Intent-Data Reporting for Agencies: Metrics, Templates, and Workflows
• Intent-Data Client Onboarding Checklist for Agencies
• How to Launch a Managed Intent-Based Paid Media Service

Answers to ten monthly report questions

What should an agency decide before building monthly intent and media reports for agency clients, and what client outcome can it responsibly promise?

Make a go, revise, or stop decision before delivery begins. The governing test is: Decide whether the report supports a stop, revise, maintain, or expand decision. Promise transparent evidence, definitions, and actions, not proof of causation or guaranteed return. The client must agree on eligible accounts, outcome definitions, attribution limits, and who owns the next action.

What workflow, owners, SLA, quality checks, approvals, and client handoff does a monthly intent and media report require?

Assign a named agency owner, client owner, operator, and technical or CRM owner. The sequence is: 1) Freeze reporting period, policy version, eligible market, topics, and definitions. 2) Reconcile raw signals, reviewed signals, audiences, campaigns, CRM activity, outcomes, and cost. 3) Show identity and match states instead of collapsing missing or candidate matches. 4) Explain accepted, rejected, expired, duplicate, suppressed, and corrected records. 5) Separate platform metrics from qualified meetings, opportunities, and stage progression. 6) Document attribution method, overlap, lag, missing data, and known limitations. 7) End with owners, actions, due dates, and a stop, revise, maintain, or expand recommendation. Set the response SLA, log exceptions, preserve uncertainty, and require a client handoff with permitted next steps and ownership.

Which platforms, tools, templates, calculators, and integrations best support building monthly intent and media reports for agency clients?

Start with the operational resources in this guide: Executive decision summary, Signal-quality module, Audience and media module, Sales-outcome module, Economics and action module. Use the client CRM as the outcome system of record, a permissioned review queue or database for evidence, the copyable worksheet in this guide, a topic dictionary, qualification scorecard, cost calculator, responsibility matrix, client report, and approval checklist. Add integrations only after field IDs, permitted writes, owners, retries, deletion, and exception handling are documented for a monthly intent and media report.

How do executive-summary, signal-quality, audience-media, sales-outcome, and economics-action modules compare for building monthly intent and media reports for agency clients?

Compare executive-summary, signal-quality, audience-media, sales-outcome, and economics-action modules against the same client decision, market, evidence, owners, SLA, implementation time, fully loaded cost, governance, outcome scorecard, and exit path. The right approach to building monthly intent and media reports for agency clients is the one the client can adopt and the agency can deliver repeatedly without hiding labor, rights, uncertainty, or risk.

How should an agency price a monthly intent and media report, and which setup, usage, labor, support, and risk costs determine gross margin?

Build a client-level cost model before setting price. Include analyst time, data reconciliation, CRM joins, campaign and audience administration, client narrative, meetings, corrections, support, and report automation. Do not price only by pages. Use consistent definitions and reusable data models where they reduce avoidable reconciliation without hiding the human judgment required. Put usage overages, client work, exception handling, and out-of-scope activation in writing.

Which quality, adoption, meeting, opportunity, pipeline, cost, margin, and retention metrics show whether a monthly intent and media report is working?

Use a baseline and one review cadence. Track report timeliness, completeness, match-state visibility, reconciliation errors, accepted-signal rate, action SLA, audience delivery, meetings, opportunities, pipeline association, corrections, client actions, report hours, gross margin, and renewal decisions. Do not call correlation incremental impact without an appropriate comparison.

Which clients are ready for a monthly intent and media report, and which prospects should the agency exclude?

A client is ready for a monthly intent and media report when it has a clear ICP, sufficient market or qualified traffic, relevant commercial topics, a named action owner, measurable outcomes, conservative economics, privacy readiness, and a way to return dispositions. Require this first control: Freeze reporting period, policy version, eligible market, topics, and definitions. Exclude clients demanding guaranteed leads, universal identity, prohibited use, or automation without review.

Which signal sources, identity checks, qualification rules, activation steps, and outcome evidence matter most for a monthly intent and media report?

For a monthly intent and media report, combine topic or first-party behavior with fit, recency, recurrence, identity state, validation, suppressions, human acceptance, the approved activation path, and returned outcomes. Apply the specific controls in this workflow: Reconcile raw signals, reviewed signals, audiences, campaigns, CRM activity, outcomes, and cost. Show identity and match states instead of collapsing missing or candidate matches. Keep evidence types separate so an inference never becomes a false fact.

Which data-quality, privacy, security, scope, billing, delivery, and client-trust risks must the agency control for a monthly intent and media report?

Maintain a risk register owned by the agency and client. Risks include cherry-picking wins, overwriting historical data, mixing account and person identity, double counting opportunities, ignoring lag, changing definitions, exposing sensitive behavior, and presenting platform attribution as causal truth. Keep an audit trail and disclose missing data. Record the control, owner, evidence, exception path, and next review for every material risk.

What should the client approve at the end of the monthly intent and media review?

The client review should approve the stated definitions and limitations, corrections, next action, responsible owner, due date and budget or scope change. Record stop, revise, maintain or expand with supporting evidence. Keep unresolved data or attribution questions visible, and distinguish acknowledgment of a report from approval to activate contacts or spend money.

Review one supported research use

Review available MarketPulse topics, saved ICP filters and actual preceding-24-hour matches against the report scope. AIMEE can help organize supplied aggregate evidence through configured tools. Custom agency reporting, campaign administration and implementation require separate scope, capacity and fees.