Topic
Agency operations: Run client work without the chaos: routines, reporting and keeping every account under control
Checklists, templates and routines for agencies: client reporting, white-label reports and running many client accounts with a small team.
9 guides
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1Agency Client Onboarding Checklist for Meta AdsChecklist · 2 min read2Daily Meta Ads Account Check Routine for Agencies (SOP)Routine · 2 min read3Monthly Meta Ads Client Report Template and Summary WordingTemplate · 2 min read
All guides in this topic
Guide · 2 min readWhite-Label Meta Ads Reports for AgenciesA good client report has the headline numbers, correctly named results, a comparison with the previous period, a short n...Routine · 2 min readHow to Manage Multiple Meta Ad Accounts as an AgencyManaging many accounts is a triage problem: review by exception each morning, set a target per client, keep clients sepa...Guide · 2 min readAutomate Meta Ads Client ReportingDecide a standard report, schedule it by day, time and timezone, add a short narrative, keep numbers consistent with the...Checklist · 2 min readAgency Client Onboarding Checklist for Meta AdsBefore you spend a rupee of a client's budget, confirm five things: access to the right assets, working tracking, agreed...Routine · 2 min readDaily Meta Ads Account Check Routine for Agencies (SOP)Check each account in the same order every day: delivery, spend against budget, cost per result against target, audience...Template · 2 min readMonthly Meta Ads Client Report Template and Summary WordingA report clients actually read has a headline, results against target, a few plain-language points on what happened, wha...Checklist · 2 min readWhat to Do When a Client's Meta Ads Results DropFirst confirm the drop is real and not a tracking or reporting delay. Then narrow it down from account to campaign to ad...Guide · 2 min readAgency Pricing Models for Meta Ads ManagementThe main models are a fixed retainer, a percentage of ad spend, performance-based fees and hybrids. Choose the one that ...Template · 2 min readAd Account Naming Conventions for Agencies (Meta Ads)Pick one pattern and use it for every client: objective, audience, geography and a date or test tag in a fixed order, se...
Other topics
Stop losing 12 days a month to manual work
Where the 12 days go, for an agency running 4 Meta ad accounts
Checking every account, every day
22h
Cofoundr: Morning Intelligence
Working out what changed and why
44h
Cofoundr: Wasted Spend Detective and Account Health Score
Building client reports
28h
Cofoundr: Automated Client Reports
94ha month, about 12 working days
Scenario: 15 minutes of checking and 30 minutes of diagnosing per account per day over 22 working days, plus 2 reports per account at 3.5 hours each. Your numbers may differ.
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