Weekly GTM review · bold-bi
2026-11-12 14:17 · success · score –· by sarathkumarvenkatesan · reviewed by sarathkumarvenkatesan on 2026-11-12· backend claude-code 2.1.322 (claude-opus-5-5)
Checklist: demand-gen/measurement/weekly-gtm-review.md
Summary
Headline
Bold BI had no paid search this week or last: the Google Ads account has had no delivery since the week of 2026-09-21. Organic demand was steady: GSC non-brand clicks rose from 217 to 239, and demo + trial + contact-sales went from 35 to 34. GA4 totals are distorted, though. Sessions are up 24.11% because aocr.org sent 3431 bot-like referral sessions that also fired 435 "homepage visited" key events.
Score
No score. The weekly GTM review checklist doesn't define one, so overall_score stays null.
Top 3 actions
- Clean GA4 reporting: confirm aocr.org is bot or automated traffic, exclude it, and unmark
bold_bi___website_home_page_visitedas a key event. | Owner: Web analytics owner (Bold BI) | Due: 2026-11-16 - Decide on Bold BI paid search: the account has been dark since the week of 2026-09-21. Confirm the pause is intentional. If paid search is relaunching, run the ads account audit first and bring a budget proposal for approval. | Owner: Paid media lead | Due: 2026-11-19
- Recover lost non-brand dashboard queries: "kpi dashboard" impressions went from 2063 to 1330 (position 6.04 to 7.47, 0 clicks this week) and "sales dashboard" from 927 to 584 (position 9.93 to 12.31). Refresh those pages through the SEO/GEO program. | Owner: SEO lead | Due: 2026-11-23
Findings
Weekly GTM review: bold-bi, week of 2026-11-02
Run by: Claude | Data sources: google-ads, google-analytics, search-console (bing-webmaster connected but NotAuthorized for www.boldbi.com)
Headline
Paid search was dark in both weeks. Organic non-brand clicks rose 10.14%, and demo, trial and contact-sales totals were flat. GA4 sessions (+24.11%) are inflated by aocr.org referral traffic that looks automated.
| Area | Metric | This week | Last week | Change | Note |
|---|---|---|---|---|---|
| Paid | Spend | 0 USD | 0 USD | n/a | No delivery since the week of 2026-09-21; all campaigns paused or ended |
| Paid | Qualified conversions | no data | no data | n/a | CRM (BoldSales) not connected |
| Paid | Cost per qualified opportunity | no data | no data | n/a | CRM not connected; no spend |
| Site | Demo + trial + contact-sales | 34 | 35 | -2.86% | Trial Registration Complete 31/30, demo_fs 2/2, contact_fs 1/3 |
| Search | Non-brand clicks (GSC + Bing) | 239 (GSC only) | 217 (GSC only) | +10.14% | Bing: no data (NotAuthorized, site unverified) |
| AI | Mention rate (last run) | no data | no data | n/a | No AI answer monitoring run exists for bold-bi |
Notable changes
- aocr.org referral (GA4): 3431 vs 1647 sessions, across 831 landing pages, mostly docs pages with near-zero engagement. It also produced 437 homepage sessions at 99.5% engagement and 435 key events. Referral overall is 4271 vs 2328, about 4x the 4-week weekly average. This is likely bot or automated traffic, and it inflates sessions and key events.
- GA4 key event setup:
bold_bi___website_home_page_visitedis marked as a key event (1017 vs 545), so GA4 key-event totals don't measure real conversions. - Sign-up funnel (GA4): sign_up_new_register 16 vs 62, trial_signup_form_success 31 vs 50 and trial_signup_form_failure 9 vs 19, while Trial Registration Complete was flat at 31 vs 30. Worth asking the web team whether event tagging changed.
- Pricing page (GA4): /pricing-v2/ fell from 257 views to 0, while /pricing/ rose from 363 to 395. This looks like a pricing-page test that ended; total pricing views 400 vs 624.
- AI assistant referrals (GA4): 145 vs 116 sessions. chatgpt.com 95 vs 70 (11 key events vs 5), gemini.google.com 47 vs 43.
- Brand search (GSC): "bold bi" impressions 629 vs 449, but clicks 46 vs 51 (CTR 7.3% vs 11.4%). Brand clicks overall 69 vs 75.
- Non-brand losers (GSC): kpi dashboard 1330 vs 2063 impressions; sales dashboard 584 vs 927 (position 12.31 vs 9.93); tree map 828 vs 972; accounting dashboard 240 vs 324; channel dashboard 289 vs 347.
- Non-brand gainers (GSC): sales performance dashboard 365 vs 267; hospital management dashboard 59 vs 32; bold bi pricing 38 vs 19; dashboard examples clicks 14 vs 7.
- Google Ads change history: one ASSET CREATE by INTERNAL_TOOL on 2026-11-06, probably a Google-side automated asset.
Top 3 actions
- Confirm and exclude aocr.org bot traffic, and unmark the homepage-visited key event in GA4 | Owner: Web analytics owner | Due: 2026-11-16
- Decide whether Bold BI paid search stays paused; if relaunching, run the ads audit and bring a budget proposal | Owner: Paid media lead | Due: 2026-11-19
- Refresh the "kpi dashboard" and "sales dashboard" pages to recover position and impressions | Owner: SEO lead | Due: 2026-11-23
Proposed changes needing approval
- See "Proposed changes (need approval)" below. (None applied until approved in chat.)
Item status
| ID | Item | Status |
|---|---|---|
| W1.1 | Spend, clicks, conversions per campaign type | warn: 0 spend both weeks, account dark |
| W1.2 | CRM qualified conversions, cost per qualified opp | not-checked |
| W1.3 | New search terms with spend and no conversions | n-a (no delivery) |
| W1.4 | Disapprovals, budget-limited, auto-applied changes | warn: 1 INTERNAL_TOOL asset create |
| W2.1 | Sessions by channel | fail: aocr.org bot-like referral spike |
| W2.2 | Key events | warn: flat conversions; homepage key event inflates totals |
| W2.3 | Landing pages with largest conversion change | pass |
| W3.1 | Brand vs non-brand clicks, impressions, position | warn: GSC only, Bing NotAuthorized |
| W3.2 | Top queries gaining and losing impressions | warn: partial list, GSC only |
| W3.3 | Coverage errors, manual actions, CWV | not-checked (sitemaps 0 errors) |
| W4.1 | AI mention and citation rate change | not-checked |
| W4.2 | New wrong facts or competitor appearances | not-checked |
| W5.1 | Top 3 actions with owner and due date | warn: proposed, needs marketing lead sign-off |
| W5.2 | Route items | pass |
Not checked
- W1.2 Qualified conversions from the CRM: the BoldSales CRM MCP was not connected for this run.
- W3.3 Coverage errors, manual actions, Core Web Vitals: the search-console MCP has no tool for these reports, so check them by hand in the Search Console UI. Partial check: all 7 sitemaps show 0 errors and 0 warnings. Bing crawl issues returned NotAuthorized.
- Bing Webmaster (W3.1, W3.2, W3.3 Bing parts):
https://www.boldbi.com/is listed withIsVerified: false, and every Bing call returnedErrorCode 14 NotAuthorized. - W4.1, W4.2 AI visibility: no AI answer monitoring results for bold-bi exist in
reports/publish/orreports/temp/. Run theai-answer-monitoringskill for bold-bi (month 2026-10) to create a baseline. - W1.3 Search terms: n-a, because no campaigns served in either week.
Proposed changes (need approval)
None of these were applied. A named human must approve each one in chat.
- GA4 property 298525556 (Bold BI - GA4), aocr.org traffic: aocr.org sessions and events are currently counted in reports. Proposal: after the web analytics owner confirms it is automated traffic, exclude it (for example with a GA4 data filter or unwanted-referral rule, as the owner prefers). Why: it inflates sessions by 3431 and key events by about 435 this week.
- GA4 property 298525556, key event
bold_bi___website_home_page_visited: currently marked as a key event. Proposal: keep it as an ordinary event but unmark it as a key event. Why: key-event totals should show demo, trial and contact-sales conversions, not homepage visits. - Bing Webmaster Tools,
https://www.boldbi.com/: currently unverified, so the API returns NotAuthorized. Proposal: verify the site (DNS or meta tag; this needs a website or DNS change). Why: there is no Bing search data for Bold BI. - Google Ads account 2545735992: no change proposed now. If paid search is relaunched, bring a separate budget and campaign proposal after the ads account audit.
Data sources
- google-ads (responded): account 2545735992 "Bold BI", USD. Campaign performance 2026-11-02..08 and 2026-10-26..11-01, weekly and monthly account delivery, campaign status, change history. Raw:
raw/google-ads.json. - google-analytics (responded): property 298525556 "Bold BI - GA4". Sessions by channel (including the 4 weeks before), AI-assistant and referral sources, events, pricing-page views, conversions by landing page. Raw:
raw/ga4.json. - search-console (responded):
https://www.boldbi.com/. Daily totals, brand and non-brand split (brand = query contains "bold"), query-level data, sitemaps. Raw:raw/search-console.json. - bing-webmaster (connected, but NotAuthorized for www.boldbi.com): errors recorded in
raw/bing-webmaster.json. - AI answer monitoring log: not available for bold-bi.
- BoldSales CRM: not connected for this run.
Reminder: add this summary to the team's shared results log once it has been reviewed.
Findings
| ID | Item | Status | Severity | Effort | Recommendation | Checklist |
|---|---|---|---|---|---|---|
| W2.1 | Sessions by channel (organic, paid, YouTube, referral, AI assistants)needs approval GA4 property 298525556: Referral 4271 vs 2328 sessions (4-week prior total 4265, so this week is about 4x the weekly average). The jump comes from aocr.org: 3431 vs 1647 sessions, engagement rate 0.155 vs 0.036, spread across 831 landing pages (mostly docs pages with near-zero engagement), plus 437 homepage sessions at 0.995 engagement that fired 435 key events. This looks like automated or bot traffic. Other channels: Organic Search 3263 vs 3379, Direct 2689 vs 2589, AI Assistant 145 vs 116 (chatgpt.com 95 vs 70, gemini.google.com 47 vs 43, claude.ai 2 vs 3, perplexity.ai 1 vs 0), Organic Video (YouTube) 14 vs 12, Paid Search 9 vs 5. Total sessions 10538 vs 8491 (+24.11%); without aocr.org, 7107 vs 6844. | fail | high | S | Have the web analytics owner investigate aocr.org. If it is confirmed as bot or automated traffic, exclude it from reporting (proposed GA4 change, needs approval). Until then, read GA4 totals without aocr.org. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W1.1 | Spend, clicks, conversions and cost per conversion per campaign type Google Ads account 2545735992 (Bold BI, USD) returned no campaign rows with impressions for 2026-11-02..08 or 2026-10-26..11-01, so spend, clicks and conversions are 0 in both weeks. The last week with any delivery was the week of 2026-09-21 (61 clicks, 1 conversion, cost_micros 1324350000). All non-removed campaigns are PAUSED, and the only ENABLED campaign ('Bold BI | Embedded Analytics | Experiement | LP 1') has ENDED. In GA4, Paid Search shows 9 sessions this week and 5 last week, which did not come from this Google Ads account. | warn | medium | S | Confirm with the paid media owner that pausing Bold BI paid search is intentional. Before any relaunch, run the ads account audit and get budget approval in chat. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W2.2 | Key events: demo requests, trial sign-ups, contact-sales, pricing-page viewsneeds approval Demo + trial + contact-sales = 34 vs 35. That is 'Trial Registration Complete' 31 vs 30, demo_fs 2 vs 2 and contact_fs 1 vs 3. Other events: form_submit (key event) 11 vs 15; sign_up_new_register 16 vs 62; trial_signup_form_success 31 vs 50; trial_signup_form_failure 9 vs 19. Pricing-page views (pricing paths) 400 vs 624: /pricing/ 395 vs 363, and /pricing-v2/ 0 vs 257, so a pricing variant page stopped getting traffic. GA4 also counts 'bold_bi___website_home_page_visited' as a key event (1017 vs 545 key events), which inflates key-event totals, partly through aocr.org. | warn | medium | S | Unmark 'bold_bi___website_home_page_visited' as a key event (proposed, needs approval). Ask the web team why sign_up_new_register fell from 62 to 16 while Trial Registration Complete stayed flat, and confirm whether /pricing-v2/ was a test that ended. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W3.1 | Clicks, impressions, average position: brand vs non-brandneeds approval GSC https://www.boldbi.com/: total clicks 888 vs 924, impressions 202707 vs 186456. Brand (query contains 'bold'): clicks 69 vs 75, impressions 3126 vs 1911, CTR 0.0221 vs 0.0392, position 5.98 vs 6.86. Non-brand (identified queries without 'bold'): clicks 239 vs 217, impressions 152481 vs 137074, position 14.87 vs 15.55. Anonymized queries account for the rest of the clicks (580 this week, 632 last week). Clicks fell late in the week (Nov 7: 67, Nov 8: 57). Bing: www.boldbi.com is unverified in Bing Webmaster and every call returned NotAuthorized, so there is no Bing data. | warn | medium | S | Fix Bing Webmaster access for www.boldbi.com (proposed: verify the site). Watch brand CTR: impressions for 'bold bi' rose 449 to 629 while clicks fell 51 to 46. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W3.2 | Top 10 queries gaining and losing impressions Partial: based on the top-50 queries by clicks in each week plus a targeted lookup, not a full impressions-ranked list; GSC only (no Bing). Losing: kpi dashboard 1330 vs 2063 (clicks 0 vs 2, position 7.47 vs 6.04); sales dashboard 584 vs 927 (clicks 0 vs 6, position 12.31 vs 9.93); tree map 828 vs 972; accounting dashboard 240 vs 324; kpi dashboard examples 269 vs 329; channel dashboard 289 vs 347; financial dashboard 889 vs 930; sales dashboards 144 vs 177 (position 21.19 vs 12.40). Gaining: bold bi 629 vs 449; sales performance dashboard 365 vs 267; hospital management dashboard 59 vs 32; bold bi pricing 38 vs 19; finance dashboard 682 vs 672. | warn | medium | M | Route 'kpi dashboard' and 'sales dashboard' position losses to the SEO/GEO program for a page refresh. Next run, pull a larger query export so the list can be ranked by impressions. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W5.1 | Pick the top 3 actions, each with an owner and due date Claude proposed 3 actions with role owners and due dates (see summary.md). The marketing lead still has to confirm them and name the owners. | warn | medium | S | Marketing lead confirms or edits the 3 actions and assigns named owners. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W1.4 | Disapprovals, budget-limited campaigns or auto-applied changes No campaigns are serving, so none are budget-limited, and policy disapprovals don't affect delivery. The change history from 2026-10-26 to 2026-11-09 shows one change: an ASSET CREATE on 2026-11-06 04:18:42 with client_type INTERNAL_TOOL. That looks like a Google-side automated change rather than a user edit. | warn | low | S | Check in the Google Ads UI which asset was created on 2026-11-06 and whether automatically created assets or auto-apply recommendations are on. Turn them off before any relaunch if they are not wanted (needs approval). | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W1.2 | Qualified conversions imported from the CRM vs form fills; cost per qualified opportunity The BoldSales CRM MCP server was not connected for this run, so qualified opportunities could not be read. The account also had no ad spend in either week, so cost per qualified opportunity is undefined. | not-checked | medium | S | Connect BoldSales CRM read-only (see _reference/mcp-and-tools.md) before next week's run. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W3.3 | New coverage errors, manual actions or Core Web Vitals regressions The search-console MCP has no tool for page indexing (coverage) reports, manual actions or Core Web Vitals. Partial check: all 7 submitted sitemaps report 0 errors and 0 warnings (last downloaded 2026-11-03 to 2026-11-12). Bing crawl issues returned NotAuthorized. | not-checked | medium | S | Check Page indexing, Manual actions and Core Web Vitals in the Search Console UI by hand this week. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W4.1 | Mention and citation rate change since the last run, per engine No AI answer monitoring results for bold-bi exist in reports/publish/ or reports/temp/. For reference only, GA4 AI Assistant sessions were 145 vs 116. | not-checked | medium | M | Run the ai-answer-monitoring skill for bold-bi for 2026-10 so next week has a baseline. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W4.2 | New wrong facts or new competitor appearances No AI answer monitoring log for bold-bi is available. | not-checked | medium | M | Covered by the same ai-answer-monitoring run as W4.1. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W2.3 | Landing pages with the largest drop or gain in conversions Conversion events (Trial Registration Complete, form_submit, demo_fs, contact_fs) by landing page. Largest gains: /register/bi/start 7 vs 1, /blog/embedded-balance-sheet-dashboard-benefits-for-finance 3 vs 0, /multi-tenancy/site-administration/manage-license 3 vs 0. Largest drops: / 12 vs 17, /resources/videos/overview 0 vs 3, /register/bi/verify 1 vs 3. Volumes are small and no page moved sharply. | pass | low | S | No action. Keep watching / (homepage) conversions. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W5.2 | Route items to Google Ads strategy / ads audit / SEO-GEO program Paid relaunch decision routed to the ads account audit and Google Ads strategy. Query losses and AI monitoring routed to the SEO/GEO program. GA4 data quality routed to the web analytics owner. | pass | low | S | None. | demand-gen/measurement/weekly-gtm-review.md#checklist |
| W1.3 | Top new search terms by spend with no conversions (negative candidates) No campaign served in either week, so there are no search terms to review. | n-a | low | S | None while campaigns are paused. | demand-gen/measurement/weekly-gtm-review.md#checklist |
Metrics
| Metric | Value | Previous | Change | Period | Dimensions |
|---|---|---|---|---|---|
| Ad spend ads.spend | 0 | 0 | – | 2026-11-02 – 2026-11-08 | account: 2545735992, note: no rows returned; account had no delivery |
| Ad clicks ads.clicks | 0 | 0 | – | 2026-11-02 – 2026-11-08 | account: 2545735992 |
| Qualified conversions (CRM) ads.qualified_conversions | – | – | – | 2026-11-02 – 2026-11-08 | note: CRM not connected |
| Cost per qualified opportunity ads.cost_per_qualified_opp | – | – | – | 2026-11-02 – 2026-11-08 | note: CRM not connected; no spend |
| Demo + trial + contact-sales ga.key_events | 34 | 35 | -2.9% | 2026-11-02 – 2026-11-08 | events: Trial Registration Complete + demo_fs + contact_fs |
| Sessions ga.sessions | 10,538 | 8,491 | +24.1% | 2026-11-02 – 2026-11-08 | property: 298525556, note: includes 3431 aocr.org referral sessions (1647 last week) |
| Pricing-page views ga.pricing_views | 400 | 624 | -35.9% | 2026-11-02 – 2026-11-08 | pages: /pricing/, /pricing, /pricing-v1, /pricing-v2/, /cloud/pricing, /embedded/pricing |
| Search Console clicks gsc.clicks | 888 | 924 | -3.9% | 2026-11-02 – 2026-11-08 | site: https://www.boldbi.com/ |
| Search Console impressions gsc.impressions | 202,707 | 186,456 | +8.7% | 2026-11-02 – 2026-11-08 | site: https://www.boldbi.com/ |
| Search Console clicks (brand) gsc.clicks | 69 | 75 | -8.0% | 2026-11-02 – 2026-11-08 | segment: brand, rule: query contains 'bold' |
| Non-brand clicks (GSC) gsc.nonbrand_clicks | 239 | 217 | +10.1% | 2026-11-02 – 2026-11-08 | rule: query does not contain 'bold'; anonymized queries excluded |
| Non-brand clicks (Bing) bing.nonbrand_clicks | – | – | – | 2026-11-02 – 2026-11-08 | note: Bing Webmaster NotAuthorized; site unverified |
| AI mention rate ai.mention_rate | – | – | – | 2026-10-01 – 2026-10-31 | note: no AI answer monitoring run for bold-bi |
Folder: reports/publish/bold-bi/weekly-gtm-review/20261112-1417_weekly-gtm-review_bold-bi_d3cc