I created a status and performance framework for our agency. You should too.
To ensure that our agency consistently delivered actionable insights and made data-driven decisions, I created a structured weekly reporting framework. This framework organized performance and status updates by the week, tailored to address the specific needs of the campaign at different stages of the month. The framework helped us stay aligned with goals and optimize campaigns in a timely manner.
Week 1: Monthly Performance Recap & Opportunity Assessment
At the start of each month, we focused on analyzing the performance of the previous month. This included reviewing key metrics, such as ROI, conversions, and cost per acquisition (CPA). We assessed what worked well and identified areas for improvement. In addition to this recap, we strategically looked ahead to identify potential opportunities for optimization in the upcoming month. This allowed us to refine targeting, adjust bids, or explore new tactics to improve campaign performance.Weeks 2 & 3: Budget Allocation & Performance Tracking
The middle of the month was focused on ensuring that budgets were being spent efficiently and that campaigns were progressing toward performance goals. We closely monitored spend, ensuring that there was no over- or under-spending, and tracked key metrics against set targets. Regular performance checks helped us stay on course and make real-time adjustments to maximize results. We also evaluated the effectiveness of different campaigns and keywords, ensuring that the budget was allocated to the highest-performing elements of the campaign to drive the best ROI.Week 4: Budget Pacing & Campaign Adjustments for Future Promotions
In the final week of the month, our focus shifted to ensuring that the campaign’s budget pacing was on track. We carefully reviewed how the remaining budget would be allocated, ensuring there was no risk of overspending before the month closed. This week was also key for preparing for any upcoming promotions or changes in the budget. We adjusted campaigns as necessary, whether that meant scaling up ads for planned promotions or revising bids in anticipation of a change in monthly budget allocations. These proactive adjustments ensured that campaigns were optimized for the upcoming period.
This framework allowed us to maintain a structured and data-informed approach to campaign management, ensuring that performance was continuously optimized and goals were consistently met. By breaking the month down into focused weekly tasks, we were able to adapt to changes quickly and keep campaigns on track for success