JumpStart

Paid media reporting that explains itself. I designed and built it at Influential, from a rough prototype to a pilot on a real client’s campaign.

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Role
Product design and build
Timeline
June 2026 to now
Team
With James on product and Alex on paid media, at Influential
Status
In pilot with the National Football Museum
Built with
Claude Code, Codex, Next.js, WorkOS, Vercel, PostHog and the Meta Marketing API
The JumpStart client briefing: every £1 you spent brought back £2.86, with ticket sales week by week
The same briefing on a phone

I’ve scaled the figures in the National Football Museum screens, so no real campaign numbers appear on this page.

The read

Clients don’t want a dashboard. They want to know someone good is watching their money. So every JumpStart report answers four questions: what changed, why it matters, what the agency is doing next, and whether you need to decide anything.

What it is

A reporting product for Influential’s paid media clients and the team that runs their accounts. Clients get a briefing in plain English. The agency runs every account from one desk, and any report can go out as a deck, a PDF, an A4 report or an email.

What I did

Everything from the audit on: research, product thinking, interface, tone of voice and the build. I designed in the browser and built with Claude Code and Codex, so James and Alex were always reviewing something they could click.

Where it is now

The National Football Museum pilot ran on live Meta data behind a client password until the campaign ended on 31 August. The agency desk is built behind a work sign-in and still runs on sample accounts. A public site is on the way.

100prototypes and design labs
9weeks from the handover to a live client page
4ways to send a report

The report, version by version

From James’s prototype in June to the export dialog in September.

  1. James’s prototype: an agency cockpit listing client health

    9 June

    James’s prototype

    Where I started. An agency cockpit and a client portal.

  2. Version 2: a green client dashboard with a trend chart

    20 June

    V2

    My first pass. A green identity and a trend chart you can explore.

  3. Version 3: the same dashboard with more panels

    23 June

    V3

    Everything the team asked for, on one screen.

  4. Version 4: Good week, Priya, in large type above the numbers

    24 June

    V4

    The read gets a voice. “Good week, Priya.”

  5. Version 5: the approved client view

    25 June

    V5

    Signed off by James and Alex. It became the reference.

  6. Daylight: a white editorial version of the client view

    3 July

    Daylight

    A white editorial version. Lovely, and no clearer.

  7. Version 10: Good morning, Priya, revenue is growing

    9 July

    V10

    A morning briefing, with the numbers underneath.

  8. The client language layer: the campaign in one sentence, then how it did

    12 July

    Language layer

    The client’s questions first, the maths behind them.

  9. The first report on the National Football Museum campaign

    13 August

    First real campaign

    The National Football Museum, on live Meta data.

  10. A calmer briefing with one verdict at the top

    21 August

    A calmer read

    One verdict at the top, checked by a person.

  11. The briefing as the client sees it today

    26 August

    The briefing

    Personality where the news is good. This is what the client sees.

  12. The agency desk: 1 connection down, and 4 other things for a person

    28 August

    The agency desk

    What needs a person, broken things first.

  13. The export dialog with a slide preview

    9 September

    Export

    Any two dates, previewed before it goes.

9 June

A rough prototype and a good instinct

James handed me a prototype and a name on 9 June. His pitch was paid media reporting with a friendlier front door. The tools agencies use felt clunky and heavy on data, and he wanted something closer to Monzo or Slack.

My audit said the instinct was right and the product was still a concept. The AI summary had nobody behind it. The client’s question box went nowhere. The login was a role picker. A second brief, drafted with AI, described client onboarding instead of reporting, so I went with what James had said in the room and made reporting the first job.

James’s prototype: an agency cockpit with client health, monthly spend and data issues
James’s prototype on 9 June. An agency cockpit with a client health list.

The insight that became the brief

The email was the product.

Every month an account lead would read the platform numbers, work out what happened and rewrite it as an email the client could use. The email was always better than the dashboard, because it had a verdict, a reason and a next step.

June

Everyone sells the data. Nobody writes the read.

I went through the tools agencies already pay for, including Funnel, Supermetrics, AgencyAnalytics, Whatagraph, DashThis, Databox and Looker Studio. They’re strong on connectors, templates and scheduled reports. Every one of them assumes the reader already knows what CPA means.

The person reading a JumpStart report doesn’t. She’s a marketing lead with a budget to defend and a finance director who asks every month whether the ads are working. The night before that meeting she feels a small, familiar dread, because she can’t tell.

  • AgencyAnalytics
  • DashThis
  • Databox
  • Funnel
  • Looker Studio report gallery
  • monday.com dashboards
  • Supermetrics
  • Whatagraph
Eight of the tools I reviewed. They all sell access to the data.

10 to 24 June

Good-looking, but soulless

The early versions came quickly. By 20 June there was a working build with real sign-in and separate client views, plus a line of static prototypes I could change in minutes. Each version added what the team asked for: sign-off, a cheat sheet, benchmarks, a funnel, a channel comparison.

Then I looked at V3 and felt it was good-looking but soulless. That happens when you build before discovery has finished. So I went back to the start and ran the process properly. I set up three AI agents with one job each: a researcher for the client’s real worries, a designer for tone and feeling, and an editor for what to cut. Then I pulled what they found into one direction.

The design process we skipped, run properly: three roles working in parallel, the researcher, the soul and the editor
The page I made to run the process again, with the three roles and what each one found.

Six principles came out of it, and they still hold.

  1. Verdict before evidence

    Every screen opens with a plain sentence, then the numbers that prove it.

  2. Show the watching

    “We noticed Tuesday, we acted Wednesday” does more for trust than a green number.

  3. Calm scales with stakes

    The more money at risk, the plainer the page. A bad number is never cute.

  4. Soul is a gradient

    Personality lives at the top of the page and fades to nothing in the tables.

  5. Features earn depth, not height

    The first screen is a fixed length. New things go behind a click.

  6. One colour, one job

    Each colour means one thing, and nothing else borrows it. Red is for broken.

Where the personality lives

The read

Warm

A greeting, the verdict in one sentence, numbers that count up. This is where the voice lives.

The evidence

Neutral

The trend, the comparison, what we’re doing next. Human, but tighter. Colour carries meaning here.

The detail

Silent

Campaign tables. A fast, quiet, normal dashboard. A finance lead should never have to fight the personality to read a figure.

25 June

The version the team signed off

V5 brought it together. The read sat at the top, a “needs you today” list held anything waiting for sign-off, client questions reached a real person, and the report exported to A4. James and Alex reviewed it on 25 June.

V5 client view: Good week, Priya, revenue is up 5% and you’re clearing your 3.5x return target
V5, the client view. The ring on the right is one of the things the review took out. Every client in the prototype is made up.

What the review changed

  • Benchmarks. Compare against the industry, not our own client list, which could make us look bad against the wrong sector.
  • Colour. Red only for things that are broken, like a failed sync. Green and amber follow strict rules.
  • Rings. The circular performance rings went. They looked like progress without saying anything.
  • Kept. The onboarding flow, the sign-off section and the conversational language.
V5 agency cockpit: Good afternoon, Alex, 2 things worth your attention before the reporting calls
The agency side of V5.

They also wanted help justifying budgets in first meetings. I built a planner that works both ways. Start from the spend, or start from the goal and work back to the spend it needs. V5 became the approved reference at jump-start.app/approved, and later the first version to run on a real client’s data.

Different goals, different numbers: pick what you are trying to achieve
The goal picker. One answer shapes every number the client sees.
What could this budget do? The budget planner
The budget planner, for first meetings.

July

I stopped generating looks

July was for visual direction. I tried a white editorial version, warm paper, a navy and orange brand, a lime bolt, a museum painting behind the numbers and a pixel pattern. Some were beautiful. None of them fixed the real problem, which was the order things appear in.

  • Daylight, a white editorial client view

    Daylight

  • A dashboard with a still life painting beside the numbers

    Painting

  • A brand with a pulse, not just a palette: navy and orange

    Bounce

  • JumpStart marks what matters, with a lime highlight

    Highlight

  • The lime bolt identity: media spend, made clear

    Bolt

  • A pixel pattern behind the strongest month of the year

    Pixel

  • The campaign does the visual work, JumpStart gives it meaning

    Campaign cover

  • Here’s what happened, and what’s next, in coral and charcoal

    Coral

  • Find the behaviour before the brand

    Behaviour first

  • Three ways this dashboard could feel useful fast

    Three directions

  • The brand lab, with type, colour and component controls

    Brand lab

  • A monthly readout drawn as a dotted landscape

    Monthly readout

On 11 July I stopped and went back to first principles. A report should make a claim, show the evidence, then let you inspect it. Most dashboards do it the other way round and leave the client to find the story.

Data is evidence, not the page structure: claim, evidence, inspection
The first principles study, 11 July.

The same week, said two ways

A dashboard saysCPA increased 18% week on week and CTR decreased 7% across Meta prospecting campaigns.

JumpStart saysProspecting got more expensive this week. Weaker click quality on Meta is the cause, so we are cutting the lowest-performing ad set and testing new creative before touching the budget.

A dashboard saysMeta API sync failed.

JumpStart saysMeta data is delayed, so this week’s view is incomplete. Google and Shopify are up to date. We will refresh the Meta figures before this report is shared.

A dashboard saysAll KPIs within expected parameters. No anomalies detected.

JumpStart saysNo action needed. Everything is on track and we are leaving the account alone this week.

“No action needed” became one of the most important states in the product. A short report is proof that someone looked.

21 July to 13 August

Real numbers change the design

On 21 July I connected the National Football Museum’s Meta account to V5. A real campaign in the approved design taught me more than any mockup had. It also showed what we couldn’t honestly say yet. I took out the demo targets, benchmarks, funnel claims and invented action plans, and kept only what Meta reported.

Rules for numbers a client can trust

  • Scope by campaign ID, never by name, because names change.
  • Use the account’s own attribution windows, so totals match Ads Manager.
  • Map each purchase label by hand, so nothing is counted twice.
  • Count link clicks, not every click, and never add reach across platforms.
  • Say when a number isn’t available. Never guess it.
The first National Football Museum report: every £1 of spend brought back £2.23 in sales
The first report on the National Football Museum campaign, 13 August.

On 13 August the client page went behind a password at jump-start.app/nfm. It got its own release branch, so my design work couldn’t change what the client saw by accident.

20 to 26 August

A budget holder doesn’t want a dashboard

In late August the report became a briefing. It opens with one sentence, “Every £1 you spent brought back £2.86”, says whether anything needs you, and the account lead checks it before it reaches you. The numbers are there to back up the sentence.

Alex said it still looked complicated next to the Monzo and Slack feel James wanted. My first move was to cut, and I took out the week on week section. That was wrong. The page got emptier and no clearer. I put it back and redesigned it with paired bars, a plain line under each and changes written out, like “Down 8%, getting cheaper”.

Week on week in the briefing, with paired bars and a plain line under each
Week on week, rebuilt instead of removed.

Then I worked on the tone. The briefing was correct but cold, so I built the same report at four temperatures, from plain to handwritten, and judged each one against the last.

  1. Option 1, emoji seasoning

    1Emoji as seasoning

  2. Option 2, the human voice: best week of the campaign, and it wasn’t close

    2A human voice Shipped

  3. Option 3, celebration motion

    3Celebration motion

  4. Option 4, annotated by hand

    4Annotated by hand

The second one shipped, with the counter from the third. Most of the warmth lived in the words: a greeting, a verdict, a sign-off. These are the rules I kept.

  • Personality goes on the good news itself, never on buttons or chrome.
  • The page goes quiet when something needs a decision.
  • Confetti, badges and a musical sound all got cut. They read as the product celebrating itself.
  • Numbers roll in like a counter, one at a time, left to right.
A good week: every £1 you spent brought back £2.86
A good week.
A losing week: every £1 brought back 76p, and one decision for you, pause or change the offer
A losing one. The celebration goes, and one clear decision takes its place.

27 August to 4 September

One desk for every account

The agency needed its own view. The desk opens with what needs a person: broken things first, then decisions, then reports waiting to be signed. “1 connection down, and 4 other things for a person.” Anything that’s fine stays out of the way.

The agency desk: 1 connection down, and 4 other things for a person, with a week calendar and the cards that need someone
The agency desk, with sample accounts.

Two details show how I work. I tried eight sounds for the desk and kept three. The three I kept had measurable things in common: quiet peaks, a low body under the click, nothing high for long. So I wrote those down as rules, and a test now checks every new sound against them.

The logo lockup got the same treatment. A mark next to the JumpStart wordmark is aligned from two numbers measured off its own file, instead of being nudged until it looks right.

September

Every report goes out the way the client likes it

Clients forward reports to their boss, so the export matters as much as the page. One dialog serves the client and the agency. Pick any two dates, see the deck before it goes, then send it as a PowerPoint deck, a PDF of the deck, a full A4 report or an email. It remembers each client’s style: House, Night or Dawn. Until a person signs a report off, JumpStart stamps it as a draft.

The export dialog: a slide preview, the date range, the House style and a PowerPoint deck button
The export dialog, previewing the first slide.

First use got the same care. The agency sets a client up in seven steps. The client gets a short welcome that explains the briefing before they see their numbers.

New client setup: who are we setting up?
Setup, on the agency side.
Welcome: your paid media, read for you
The client’s welcome.

What people said, and what I changed

Most of the feedback came from James and Alex, in reviews and on Slack. I’ve paraphrased it from my notes.

  1. 9 JuneJames

    Reporting tools are clunky and too heavy on data. It should feel like Monzo or Slack.

    A plain-English read at the top of every report.

  2. JuneAlex

    The client should never need a call to understand their report.

    Explainers on every number, “what we’re doing next”, and client questions that reach a person.

  3. 25 JuneJames and Alex

    Our own benchmarks could make us look bad against the wrong sector. Red should mean broken.

    Industry benchmarks, strict colour rules and no rings.

  4. 6 AugustAlex

    I need purchases, revenue and return on spend for this one campaign.

    Reporting scoped by campaign ID, with every Meta label mapped by hand.

  5. 13 AugustAlex

    Hide the plumbing from the client.

    Campaign IDs, the live-data pill and the mock chat came out.

  6. 25 AugustAlex

    It still looks complicated.

    I cut too much at first, then rebuilt week on week properly.

  7. 28 AugustAlex

    “Tickets sold” should say “Purchases”.

    Renamed, with a note on order value.

What I’d tell myself in June

Order beats cutting

When a page looks complicated, the fix is usually the order and the wording. Taking things away just made it emptier.

Real data is a design tool

The first live campaign removed more bad ideas than any review did.

Write taste down

Principles, sound rules and measured lockups meant the next version argued from a rule instead of from adjectives.

Choosing is the job

With AI I could build a whole direction in an afternoon and throw it away. Knowing which one was right was still on me.

What’s next

JumpStart is still in development, so these screens will change. Next, it keeps a record of every decision: what JumpStart suggested, how the account lead changed it, what the client said and what happened after. The ad platforms don’t have that, and it’s what will make the suggestions better. The name might change too.

Paid media, already looked at.

Live site coming soon

Next project