Playbook: a monthly plan per client, done for you
For marketing agencies with 6 to 30 client accounts. Every month we read and analyze each client's data and write your team's tasks. If an account slips, we flag it.
Reads fromSearch ConsoleGA4Google AdsMeta AdsBusiness ProfileInstagramFacebookChatGPTSite crawl
Get my two free PlaybooksEvery account planned, with the team you have.
Traffic nearly doubled, but confirmed leads moved only from 7 to 9, and Google Ads recorded 2 conversions on $3,460.
Sessions hit a six-month high. Leads did not.
Biggest risk. The main ad landing page (340 sessions) records no form activity, so paid results cannot be judged.
Next month's plan: 15 tasks, week by week
Written for the account manager. Six of the 15 are shown.
Seven channels, each scored and explained
Written for the specialists. One of the seven is opened.
Google Ads + GA4
What. $3,460 spent, 2 conversions recorded, both calls.
So what. The main ad landing page took 340 sessions and logged zero form events, so form leads cannot be seen.
Now what. Fix form tracking in week 1, then judge the campaigns.
Every account on one page, worst first
Written for you, the owner. Five sample accounts.
The difference
An internal plan for your team, for every client account.
A dashboard shows you the numbers. The Playbook tells you what to do about them.
Why. 71% of the new sessions landed on two blog posts with no contact link, and the ad landing page records no form activity.
Drag the handle to compare. Same account, same month. Sample data.
| Compared on | A reporting tool you run | The Playbook, done for you |
|---|---|---|
| Written for | Your client | Your team |
| The analysis | You do it, or ask an AI for it | We do it. It arrives finished. |
| Sources | Shown side by side | Read together, so one explains another |
| Last month's plan | Yours to track | Checked against the data first |
| It ends with | Charts and summaries | Tasks with an owner, a due week and a why |
| Setup and upkeep | Yours | Ours |
You can have both. Client dashboards are an add-on: the dashboard is for your client, the Playbook is for your team. Clients see the Playbook only if you choose.
Who it's for
Owners.
Which account is slipping, before the client says so.
Every account on one page, worst first, with the decisions waiting on you.
See the owner viewEvery account on one page, worst first
Written for you, the owner. Five sample accounts.
Managers.
Next month's tasks, already written.
Each task has an owner, a due week and the reason behind it, ready to assign.
See the manager viewNext month's plan: 15 tasks, week by week
Written for the account manager. Six of the 15 are shown.
Specialists.
Why each number moved, and what to do about it.
Each channel: what changed, why it matters, what to do, with the evidence.
See the specialist viewSeven channels, each scored and explained
Written for the specialists. One of the seven is opened.
Google Ads + GA4
What. $3,460 spent, 2 conversions recorded, both calls.
So what. The main ad landing page took 340 sessions and logged zero form events, so form leads cannot be seen.
Now what. Fix form tracking in week 1, then judge the campaigns.
The problem
The Playbook gives every account a real plan each month, and a warning if it is slipping.
At renewal, you can tell every client what they got.
Get my two free PlaybooksThe sample
This is the Brief, written for you as the owner. The figures are sample data.
Written for you, the owner. Where the account stands, what is not working, what is, the decisions waiting on you, and what to say on the client call.
The account is buying and earning attention it cannot yet measure or convert. Fix measurement in week 1, cut waste in weeks 1 and 2, then scale what the numbers support.
This is the Brief, one of five views. The full sample has all 15 actions, six channels with their evidence, four content briefs and the data behind every figure.
Open the full sample PlaybookGet my two free PlaybooksThis is your view as the owner. Open it before the week starts and you see which client is slipping, which one has room to grow, and the decisions waiting on you.
| Status | Account | Health | This month | Leads | Plan |
|---|---|---|---|---|---|
| At risk | Injury law firm | 4.1 / 10 | Traffic nearly doubled, but confirmed leads moved only from 7 to 9. Fix tracking before any spend increase. | 9 from 7 | 15 actions |
| Watch | Family dentist | 4.8 / 10 | Leads fell while ad spend held. Two campaigns carry the drop. | 15 from 21 | 9 actions |
| Watch | Roofing contractor | 5.4 / 10 | Leads rose on flat traffic. Broken pages limit the next gain. | 24 from 20 | 8 actions |
| Watch | Estate planning firm | 6.2 / 10 | Traffic steady. Form tracking is back, so next month can be judged. | 11 from 10 | 7 actions |
| On track | Orthodontist | 7.6 / 10 | Leads doubled on search demand. Room to scale the campaign that earned them. | 38 from 19 | 6 actions |
The other three accounts list no decisions this month.
Sample data: five invented accounts. The portfolio page comes with every pricing plan.
What to cut, fix and scale on every account each month.
How it works
Pricing
One monthly fee, set by how many client accounts you have. Cancel any month.
For agencies with 6 to 30 client accounts, mostly local lead generation: dental, legal, home services. Not built for e-commerce agencies.
By hand, this work costs at least
$10,800 a month
Senior strategist, 54 hours at $200 to $350 an hour$10,800 to $18,900
The Playbook, Growth plan, flat fee$719
$389a month
Up to 8 accounts ($48.63 per account at 8)
At 8 accounts, at least 24 senior hours back each month, worth $4,800 or more
Connection fee, once: $199
Get my two free Playbooks$719a month
Up to 18 accounts ($39.94 per account at 18)
At 18 accounts, at least 54 senior hours back each month, worth $10,800 or more
Connection fee, once: $299
Get my two free Playbooks$1,099a month
Up to 30 accounts ($36.63 per account at 30)
At 30 accounts, at least 90 senior hours back each month, worth $18,000 or more
Connection fee, once: $399
More than 30 accounts? Ask us.
Get my two free PlaybooksTell us within 14 days. We refund the month and the connection fee.
Weekly: it checks every Google Ads and Meta account, shows what moved, flags what is slipping and where budget is wasted, and writes what to change.
Daily: a check that ads are running and yesterday is in line with the 7-day and 30-day averages.
Covers every ad account on your plan. The rate per account falls as you move up: $12.38, $9.94, then $8.30 on a full plan. Cancel any month.
A live dashboard for each client, built from the same data as the Playbook. It shows your client the numbers.
$39 a month on Starter. $69 on Growth. $99 on Scale.
We add each month's tasks to your project tool, with owner, due week and why. For tools that have an API.
$49 a month. Setup is quoted per tool.
Questions
We send you one link. You approve access to each source through it, and you can remove that access at any time. Playbooks sit behind a login. Our privacy policy covers the rest.
Playbooks are stored on our hosting provider's servers, behind a login. We read your sources only through the access you grant, and we use the data only to produce your Playbooks. Details are in the privacy policy.
For one account, yes. For every account, every month, you'd be connecting nine sources per client and keeping them connected. That is at least 3 hours per account per month that we take off your team.
Yes. It reads every source together, so it checks a move in leads against ads, rankings and tracking, then turns it into a task. See it on two accounts for $0.
Your fee stays the same up to your plan's account limit, and the rate per account falls on bigger plans, from $48.63 down to $36.63.
Code computes every metric, and the AI does no arithmetic. Each source gets a health check, and a broken connection is flagged in the Playbook.
Every account planned, with the team you have. Send two accounts: the one you worry about and the one with the most room to grow. We read their own data and send back a full Playbook for each within 24 hours of access.