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Weekly EB Client Calls

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Every week you will prepare for your weekly Client calls. Use this resource to prepare the reporting you want to provide for your Expert Buyer client during the weekly client calls.

Here are templates for weekly calls that Expert Buyers use to report performance to clients. Keep in mind this is in addition to communication through Slack and Email throughout the week.

You should follow this meeting structure to touch on the following:

  1. Connect: take a minute or two at the beginning of the call to check-in and see how your client is doing.
  2. Review Performance: look at month-to-date performance with your client as well as the past 7 days of the performance. Make note of anything that stands out.
    • Be sure to include key metrics in this section.
    • Spend, return, ROAS, MER, CTR, CPM’s, CPC, AOV, CR, etc.
  3. Learnings and Opportunities: take time to go over what you are learning / testing, what creatives are working, what opportunities you see and want to scale into, any problems you see in the account, and how you plan to address them.
    • ex: I’m seeing a higher CPC than normal & I am planning on testing new creative / copy to move the needle.
    • ex: I’m seeing a higher CPA than the goal. I’m going to move to a Cost Cap Structure to avoid bad spend in the account & increase efficiency.
  4. Questions & Notes:Make sure to have time for clients to ask questions, give updates on their business, and make note of any deliverables.
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