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Example workflows

TaskHow to do it
Client reportingConnect client ad accounts and ask “Create a monthly performance report for [client]“
Cross-platform analysis”Aggregate Google Ads, Facebook Ads, and TikTok Ads data — show total spend, conversions, and ROAS”
White-label dashboardsBuild branded dashboards with client data and export to PDF
Competitive benchmarking”Research industry benchmarks for [vertical] and compare to client performance”
Budget allocation”Recommend budget allocation across channels to maximize ROAS given a $50K monthly budget”
Proposal preparation”Analyze the prospect’s website traffic and create a growth opportunity analysis”

Key features for agencies