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 accounts.

Whether you’re running e-com or lead-gen campaigns, this process will help you see things that day-to-day account work often hides.

🔗 Grab the free sheet here: https://docs.google.com/spreadsheets/d/1mmWf2rxS-MI6LVak7KFjkB9H8NacTTx8aslIJNQT7KA/copy