Ideas for marketing agencies

Ideas for marketing agencies

• Client status draft

  Every Thursday at 2, pull this week's spend, leads, and cost per lead for Northside Fitness from Meta Ads and Google Ads, and draft a status email to their marketing lead.

  Brea reads both ad accounts and writes the update in plain words, held for your OK.

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• Client email to approval task

  When a client emails asking us to review or approve something, add an Asana task in their project with the email linked, the asset, and a due date.

  Brea reads each new email as it arrives so no request lives only in someone's inbox.

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  • Email

• Approval reminders

  Every weekday at 10, find Asana tasks waiting on client approval for more than two days and draft a short nudge to each client.

  Brea finds what's stuck on the client side and drafts each nudge for you to send.

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  • Email

• Weekly report deck

  Every Monday at 9, build last week's report for Bloom Dental in Google Slides from Google Analytics and Google Ads: sessions, conversions, spend, and three things we'll change.

  Brea pulls the numbers and lays out the deck, ready for your notes.

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• Client feedback to subtasks

  Here's Bloom Dental's feedback on the spring campaign concepts. Turn each change into an Asana subtask on the creative task and assign it to Jess or Omar.

  Brea splits the feedback into clear changes with an owner each.

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  • Remembers things

• Meeting notes to the board

  When I add a meeting notes page in Notion, add each action item to the client's Asana project with an owner and due date.

  Brea reads each new page as it's created and puts every to-do on the board.

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  • Reads files

• Budget pacing

  Every weekday at 9, check each client's Meta Ads and Google Ads spend against the monthly budgets in my sheet and text me anyone pacing more than 10% over.

  Brea watches pacing across accounts and only texts you when one drifts.

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• Newsletter results

  Every Wednesday, pull opens, clicks, and unsubscribes for last week's Mailchimp campaigns for each client and add them to that client's report doc.

  Brea keeps each client's email numbers in the report without anyone copying them over.

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  • Reads files

• Lead source check

  Every Monday, count last week's new HubSpot contacts for Northside Fitness by source and draft a note to the client on which campaigns brought qualified leads.

  Brea ties leads back to campaigns and writes it up for your OK.

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  • Email

• Ad resizes

  Take the Bloom Dental fall promo in Canva and make square, story, and landscape versions for Meta and Google Display.

  Brea makes every size from one design.

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  • Makes and edits images

• Content calendar

  Make next month's social calendar for Bloom Dental in Google Sheets: three posts a week, each with a topic, a caption draft, and an image idea.

  Brea fills the month so the team starts from a draft, not a blank sheet.

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  • Reads files

• Standup digest

  Every weekday at 9:15, post in our #standup Slack channel the Asana tasks due today for each teammate and anything overdue.

  Brea reads every project and gives the team one list before standup.

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  • Reminders on a schedule

• Looker Studio check

  Every Monday at 8, open the Northside Fitness dashboard in Looker Studio and text me any metric that moved more than 20% from the week before.

  Brea reads the dashboard with your saved login and tells you what changed before the client asks.

  • Uses websites for you
  • Reminders on a schedule

• Competitor ad check

  Every Monday, look up the three gyms competing with Northside Fitness in the Meta Ad Library and add any new ads they started running to my Google Sheet.

  Brea checks the public ad library and logs what the competition is testing.

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  • Searches the web
  • Uses websites for you

• Proposal follow-up

  Every Tuesday, find HubSpot deals in the proposal stage with no reply in a week and draft a follow-up to each prospect.

  Brea finds the proposals going quiet and drafts each nudge for you to send.

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  • Email

• Retainer hours

  On the last day of each month, total each client's hours from our time sheet against their retainer and text me who went over.

  Brea adds up the month so overages get billed, not absorbed.

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  • Reads files
  • Reminders on a schedule