ChecklistMeasurement
Automotive: Weekly and monthly performance review
A 50-item list for dealerships, shops, and detailing studios covering weekly data prep, ad and lead review, monthly inventory, sales, and service metrics, the report, and decision rules.
51 items6 groups20 minOctober 15, 2026
- checklist
- performance
- monthly report
- measurement
Run the weekly sections every Monday in 30 minutes and the monthly sections in the first week of the month in an hour. The goal isn't to produce a report; it's to leave with decisions for the next week and month: what you'll stop, what you'll scale, and what you'll fix.
Weekly: data prep
- The review slot is fixed (for example, Monday at 10:00 for 30 minutes), with the ad, sales, and service owners together.
- The same date range (Monday through Sunday) is selected in the ad dashboard, CRM, listing sites, and phone records.
- Lead counts from four sources (Meta, Google, listing sites, direct) are in one table, with unknown-source leads on their own row.
5 items more in this group for members.
48 items more for members
This item has 51 items in total. With a membership you see all of it and copy any line in one click.
- 02Weekly: ads and content8 items
- 03Weekly: leads and response8 items
- 04Monthly: sales, service, and inventory9 items
- 05The monthly report8 items
- 06Decision and optimization rules10 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
- 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
- Agencies and freelancers
- Personal brands and creators
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