Send the monthly client report

Pull the numbers, explain what changed and send a clear report each month.

1. Export data from each ad and analytics platform
2. Check date ranges and time zones match across platforms. Most people forget this: Platforms default to different time zones and attribution windows, so totals will not tie and the client will ask why.
3. Compare spend against the agreed budget
4. Write what worked, what did not and next steps
5. Build the report pages
6. Review the report before it goes out (Account director signs off)
7. Send the report and book the review call
8. Walk the client through the report

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