ChecklistAgency operations
A 36-point agency operations checklist
New clients, account and tracking setup, content production and approvals, monthly reporting, your own sales, compliance, and data. Use it with every new client and at month end.
36 items6 groups20 minOctober 15, 2026
- checklist
- agency operations
- compliance
- reporting
Most agency problems don't start in the ads; they start in gaps in the process: whose account, whose approval, whose data. This list closes those gaps. Assign each group to an owner and set the items up as recurring tasks in your project management tool.
New client and contract
- Out-of-scope work is spelled out in the proposal.
- The contract states that ad spend is separate from the service fee and paid from the client's own account.
- The contract covers minimum term, termination notice, and price update terms.
3 items more in this group for members.
33 items more for members
This item has 36 items in total. With a membership you see all of it and copy any line in one click.
- 02Account and tracking setup6 items
- 03Content production and approvals6 items
- 04Monthly reporting and client relationship6 items
- 05Your agency's own marketing and sales6 items
- 06Compliance, data, and offboarding6 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Schools and courses
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Personal brands and creators
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