Monthly agency reporting

Monthly
  1. 1

    Pull channel exports for every client

    Exports per client

  2. 2

    Agency Cross Channel KPI Rollup

    Build the portfolio rollup and find accounts needing attention

  3. 3

    Agency Monthly Client Report Writer

    Write each client report

  4. 4

    Add next month plan and client asks

    Final report

  5. 5

    Send and book review calls for flagged accounts

    Sent reports

# Monthly agency reporting
- [ ] 1. Pull channel exports for every client
- [ ] 2. Build the portfolio rollup and find accounts needing attention (https://mktgbots.com/bots/agency-cross-channel-kpi-rollup/)
- [ ] 3. Write each client report (https://mktgbots.com/bots/agency-monthly-client-report/)
- [ ] 4. Add next month plan and client asks
- [ ] 5. Send and book review calls for flagged accounts
- [ ] every number traced to source
- [ ] flagged clients have a plan
- [ ] reports sent on the agreed day