Account Manager Checklist and Reporting
Submit 1 report/client
Account Manager Weekly Checklist
Account Manager Name
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First Name
Last Name
Client
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Client Payment Up To Date?
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Please Select
Yes
No
Campaign Highlights
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Input any "highlights" (min 1-3) for this week in favor of the client. (Can use MTD successes)
Client Challenges/Opportunities
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Input at least (1) Client Challenge in this area (i.e. conversion rate challenges, email issues, form submission issues, client reporting, etc.)
Budget Pacing
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List tactics and note whether each is pacing ahead or behind (provide %). Note any changes you've made to adjust pacing.
Weekly Client Meeting Held?
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Please Select
Yes
No
(SEO & PPC Clients Only)
Google Ads Notification Center Compete?
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Please Select
Yes
No
N/A
Notification Center: Google Ads*- In Google Ads, check the "siren" in the top corner for any functional errors that are vital to the campaign's functions. Examples: Disapproved Ads, Links not working, etc.
Paid Search
PPC/LSA/PMax
Does The Client Have PPC Services with Us?
*
Please Select
Yes
No
Google Ads Optimization Score Above 80%
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Please Select
Yes
No
Optimization Score: Go to recommendations, analyze recommendations, apply any that are helpful and dismiss any that are not. Make sure the optimization score is above 80%
Conversions (MTD)
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Conversion Rate (MTD)
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Client CPA (MTD)
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SEM/PPC Spend (MTD)
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Weekly Optimizations Complete
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Please Select
Yes
No, please make house account
Recommendations in Google Ads, review search terms, add negative keywords [using phrase match and exact match], review location performance, etc
Verify All Conversions Are Recording Correctly?
*
Please Select
Yes, Everything is tracking properly
Certain conversions aren't tracking correctly
No, I didn't check - please roll the account to another account manager
Which Conversions Aren't Recording Properly?
What have you done to troubleshoot? Where do you need help?
Does the client have LSAs?
Please Select
Yes
No
LSA Gross Spend MTD
Does the client have PMax Campaigns?
Please Select
Yes
No
PMax Gross Spend MTD
SEO
Does The Client Have SEO Services With Us?
*
Please Select
Yes
No
Website Score
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Blogs Pacing?
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Please Select
Yes
No
Why Are Blogs Not Pacing Correctly?
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Blogs Posting To Social Media?
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Please Select
Yes
No
Why Are Blogs Not Posting to Social Media?
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Plug-ins Up To Date?
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Please Select
Yes
No
SEO Misc. Notes
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Is organic traffic up or down MTD compared to last year? Any specific keyword rankings movements or other noteworthy metrics
Conversions/Leads
Spot Check Call Summaries in Callrail
*
Please Select
Yes, Completed
No, Not Recording Calls
No, No Client Calls
Does The Client Have Live Chat Services With MMG?
*
Please Select
Yes
No
Number Of Live Chat Leads
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# Of Form Submissions MTD
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Display/Programmatic Advertising
Google Display/Geofencing/YouTube/OTTCTV
Does The Client Have Display/Programmatic Services With Us?
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Please Select
Yes
No
Display/Programmatic Impressions
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Number Of Display Conversions
Does the client have YouTube Campaigns?
Please Select
Yes
No
YouTube Impressions
YouTube Gross Spend MTD
Does the client have OTT/CTV services on another platform? (ex. Roku/Hulu)
Please Select
Yes
No
OTT/CTV Gross Spend MTD
Social Media Advertising
Does The Client Have Social Media Service With Us?
*
Please Select
Yes
No
Social Media Spend MTD
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Miscellaneous
Misc Account Manager Notes / Questions
*
Submit
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