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Agencies and freelancers: Weekly and monthly performance review

50 items from weekly tracking and ad checks on client accounts to the monthly report and the agency's own profitability and capacity review, including experiment and decision logs.

50 items6 groups18 minOctober 15, 2026

  • performance report
  • profitability
  • capacity
  • agency

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Reviews in an agency have two layers: the weekly and monthly performance of client accounts, and the health of the agency's own business. This list covers both, because the best report can hide an unprofitable client or a worn-out team.

Weekly tracking health (client accounts)

8 items
  • For each client, the last 7 days of event counts were compared across the platform, GA4, and the client's records, and any gap over roughly 10 percent was explained.
  • Event match quality and event warnings in Events Manager were checked, along with the status of conversion actions in Google Ads.
  • If the client's site or form changed last week, tracking was retested, and the client tells the agency about changes in advance.

5 items more in this group for members.

47 items more for members

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  1. Weekly ad and content review9 items
  2. Weekly inquiries and sales hand-off7 items
  3. Monthly client report9 items
  4. Monthly agency health: profitability and capacity9 items
  5. Decisions, experiments, and meetings8 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.

Agencies and freelancers page

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