How to test smarter budgets

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🧾 Smarter Budget Moves for Uncertain Times

When times are tough, tightening your budget is a must, but where you cut matters more than how much. For omnichannel brands, blindly slashing spend on lower-converting platforms can quietly disrupt the entire customer journey.

Here’s what to do instead:
Start by understanding that conversions don’t happen in silos. A customer might discover your brand on Instagram, browse your products on your website, and then complete the purchase on Amazon. Each channel plays a role, and dropping one could tank results elsewhere.

Use these four tactics to trim wisely:
1️⃣ Shift focus from top-line revenue to net profit per customer across channels. This gives you a real sense of impact.
2️⃣ Tap into your customer feedback. Ask how they first heard about you—your top-of-funnel needs love, too.
3️⃣ Test budget reallocations carefully. Move dollars to channels with the strongest acquisition ROI and monitor the shift.
4️⃣ Keep a running tab. Track how your tweaks affect customer quality and total profitability, not just sales volume.

The goal? Build a leaner, smarter spend strategy that protects conversions while guarding your bottom line.

The Takeaway
Every channel plays a role in conversion. Understand the full journey, measure what matters, and adapt your spend accordingly.

🧠 Create an AI Research Assistant

Want to walk into every client meeting feeling fully prepped and ready to impress? Zapier’s AI Agents make that easy by helping you build an automated research assistant that gathers key insights before each consultation.

Here’s how to get yours up and running:

Steps to Build an AI Meeting Prep Assistant:
1️⃣ Set Up Zapier AgentLog in to Zapier and click “Create New Agent.” Choose a name and select the “Behavior” option.

2️⃣ Use Calendly to Trigger Research:
Set the trigger to “Calendly: Invitee Created” and link your Calendly account. This ensures your assistant is activated every time someone books a meeting.

3️⃣ Write Your AI Instructions:
Give your assistant clear guidance like: “Pull client details from Calendly, research the company and its challenges, generate a meeting brief with insights, and draft an email with 3-5 personalized talking points.”

4️⃣ Connect Gmail for Easy Delivery:
Add the Gmail “Create Draft” action to save your prep notes as a ready-to-send email automatically.

5️⃣ Test the Workflow:
Use “Retest Behavior” to simulate a client booking and confirm that your AI assistant generates a complete pre-meeting brief.

The Takeaway
This Zapier-powered setup helps consultants prep smarter and faster. With automated briefs tailored to each client, you’ll start every meeting informed, confident, and ready to provide more value.

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