🧩 Objective
To provide the client with a clear, professional weekly update on Meta Ads and Google Ads performance, including key metrics, insights, recommendations, and next steps.
đź•’ Frequency
Every Monday by 12:00 PM local time (or agreed-upon client time zone).
👤 Responsible
Assigned internal team member (Performance Marketer / Account Manager)
âś… Step-by-Step Process
1. Log in to Platforms
- Log into the relevant Meta Ads and Google Ads accounts.
- Make sure to select the correct account/campaign and date range:
→ Last 7 days (Monday to Sunday).
2. Gather Key Metrics
For both Meta Ads and Google Ads, manually collect and note the following metrics for each active campaign:
- Impressions
- Reach (Meta only)
- Ad Spend
- Clicks
- Conversions / Results
- Cost per Lead / Result
📌 Pro Tip: Use the “Customize Columns” option in Ads Manager and Google Ads to only show these metrics for easy viewing/export.
3. Export or Screenshot (Optional)
- You may export the campaign-level view to Excel or Google Sheets if preferred.
- OR take clear screenshots of the performance view, only if the client prefers visual data.
4. Analyze the Performance
- Compare to the previous week’s data (manually tracked).
- Identify:
- Top-performing campaigns
- Underperforming campaigns
- Any noticeable trends or shifts (e.g., CPC rising, CTR dropping, etc.)
5. Write Recommendations & Plan
Prepare 2 short sections:
A. Recommendations
- Optimization suggestions (e.g., pause underperforming ads, test new creatives, change targeting, etc.)
B. Next Week’s Action Items
- Planned experiments, budget shifts, or content changes.
- Mention any A/B tests or learnings you’ll apply.
6. Prepare the Email Update
Use this email format:
📧 Subject: Weekly Ads Performance Update – [Client Name] – [Date Range]
Hi [Client Name],
Here is your weekly summary of ad performance from [Start Date] to [End Date]:
đź“Š Meta Ads Summary
- Impressions: XXX
- Reach: XXX
- Ad Spend: $XXX
- Clicks: XXX
- Results/Conversions: XXX
- Cost per Result: $XX.XX
đź“Š Google Ads Summary
- Impressions: XXX
- Ad Spend: $XXX
- Clicks: XXX
- Conversions: XXX
- Cost per Conversion: $XX.XX
🔍 Key Insights:
- [1-3 bullet points max summarizing what happened]
âś… Recommendations:
- [Short actionable list]
đź“… Planned Action Items for Next Week:
- [What changes will be made and why]
Let me know if you have any questions or want to dive deeper into anything!
Best regards,
[Your Name]
[Your Company Name]
7. Send Email
- Double-check for accuracy and clarity.
- CC relevant internal team members if required.
- Send to client by 12 PM Monday.
🧠Notes & Tips
- Save weekly reports in a shared folder for internal documentation and client reference.
