In this episode, I share a monthly routine that I use to get a clear, bird’s-eye view of my accounts. It’s super simple, just a Google Sheet that tracks budgets, spend, MER, NCAC, and a few other KPIs. but it’s been one of the most valuable habits in my workflow. I’ll walk you through how I use it to spot correlations between channels, catch problems before they become major, and make sure spend is aligned with client goals. I’ve included a free template you can copy and adapt for your own ac...
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