Know what to raise before the client call.
Patricia watches your Google Ads, Meta and TikTok accounts and, before every client meeting, posts what changed and what's worth discussing: the rising CPC, the fatiguing creative, the keyword to add as a negative. At month end she drafts the report in your own format.
📌 Heads up for Monday's Northwind call (2pm). Here's what moved in the last 7 days and what's worth raising:
- Google Ads: 'rota planning' CPC up 64%, spending for almost no leads. I'd add it as a negative.
- Meta: prospecting creative is fatiguing, frequency 4.3 and CPA up 22%. Time for a refresh.
- TikTok: still underpacing at 40% of budget. Worth deciding to cut it or commit.
@Pati good catch. Add the negative and draft a Meta creative brief for the refresh?
Done. 'rota planning' is negatived across the UK search campaigns, and the creative brief for the Meta refresh is in the Northwind project. Anything else before the call?
The old way
How agencies do this today.
Steering campaigns is a weekly job. The work of noticing what changed, and turning it into a report, is done by hand across five accounts.
The pre-call scramble
Before every client call, someone logs into Google Ads, Meta and TikTok to find what moved, and still walks in unsure what is actually worth flagging.
The thing you catch too late
A keyword's CPC doubled, a creative fatigued, tracking drifted between the platform and the CRM, and nobody noticed until the client asked or the month closed.
The monthly report marathon
Month end means days rebuilding the same deck, pulling numbers and writing commentary, in a format every client wants slightly differently.
Inside Patricia
What it looks like when she owns it.
Setup
Running in minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect the ad accounts
Google Ads, Meta, TikTok and GA in a click each, so she reads what changed straight from source instead of a copied export.
Step 3
Install the skill and set the cadence
Weekly before each client's call, monthly for the report. Point each client at its channel and tell her the format once.
Step 4
She flags what matters
The briefing before every call, the draft report at month end. You decide and steer the account; she does the digging.
Client reporting
What she takes off your plate.
Real behavior of the skill, not a feature list.
Watches the accounts for you
Google Ads, Meta and TikTok, every week, so a doubled CPC or a fatiguing creative gets caught before the client call, not after it.
Briefs you before the call
What changed in the last 7 days and what is worth raising, posted in Slack, so nobody logs into five accounts to prep for the meeting.
Spots the things you steer on
Rising CPCs, lost impression share, ad fatigue and frequency, wasted spend on irrelevant search terms, and tracking drift between the platforms and your CRM.
Suggests the move, then makes it
Add the negative, refresh the creative, shift the budget. She proposes it and can carry it out, filing the task with an owner rather than just flagging it.
Drafts the monthly report in your format
Executive summary, month-over-month by market and campaign, what was done and what is next, in your brand and layout, not a dashboard she owns.
Not a per-client reporting seat
Watching accounts is one thing Patricia does, not a seat you pay for every client you add. It runs on your workspace plan like everything else.
Say it like you'd say it
Things to ask her on day one.
What changed on Northwind this week that I should raise?
Which keywords are getting expensive across all clients?
Add 'rota planning' as a negative in the UK search campaigns
Draft the Northwind monthly report in our template
Is any Meta creative fatiguing right now?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Slack
Where the briefing lands before every call, and where the monthly report gets reviewed before it goes to the client.
FAQ
Client reporting, answered.
Is Patricia a reporting dashboard?
No, and that is the point. She does not replace your dashboards or your report format. She watches the accounts and tells you what changed and what to raise, in Slack, then drafts the monthly report in your own layout. You are not learning another tool or paying per client.
What does she actually check each week?
The things you steer campaigns on: CPC and CPA moves, lost impression share, ad fatigue and frequency, wasted spend on irrelevant search terms, budget pacing, and tracking drift between the ad platforms and your CRM. She surfaces what changed and what is worth a decision.
When does the briefing arrive?
On the cadence you set, before each client's call. She posts it in your internal channel so the team walks into the meeting already knowing what to discuss.
Can she act on what she finds?
Yes. She proposes the move, adding a negative, refreshing a creative, shifting budget, and can carry it out and file the task with an owner, instead of just pointing at the problem.
What about the monthly report?
At month end she drafts it in your format: an executive summary, month-over-month by market and campaign, what was delivered, and what is next. Your brand and layout, ready to send. She prepares it; you review and send it.
Which channels does she cover?
Google Ads, Meta and TikTok for performance, with GA for the funnel. Connect the accounts once and she reads them straight from source, so nothing is a stale export.
Is this all Patricia does?
No. Watching accounts is one job. The same teammate handles meeting recaps, creative production, client updates, and the rest of the work agencies hand her, all in the same Slack.
One of the jobs agencies hand her. See more client management use cases or browse them all.
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.