@Dash brief me on the Northgate account before my three o'clock.
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Brief a client account before the call
Fifteen minutes before a client review, Dash assembles what the agency promised at the last one, what is still open, what the client complained about, and who has stopped replying. It reads the CRM, the shared inbox and the account channel, and links every line back to where it came from.
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One thing matters on this call and it is not the performance numbers.
- Promised at the last review · 12 June · landing page rebuild, three ad tests, monthly reporting moved to the 5th
- Delivered · the ad tests, all three · reporting moved on time since July
- Not delivered · the landing page rebuild, scoped 19 June, no work logged since 3 July
- Last complaint · 8 Aug, in email, about the rebuild specifically
Their marketing lead has replied to every message within a day. Their founder, who signed the contract and sits on this call, last replied on 11 July.
The performance side is fine, which is why it will not come up. Cost per lead is down since the June tests. If you open on the numbers you will spend the good news before the rebuild question arrives, and it will arrive.
Every line links to the email, CRM note or channel message behind it.
Why did the rebuild stop?
It was waiting on their brand assets, which arrived on 2 July. The next day the designer moved to a different account and nothing was reassigned. There is no decision anywhere to pause it, and no message telling the client it had paused.
So from their side the rebuild has been silently open for eight weeks with the ball on our side the whole time.
Teams @Dash brief me on the Northgate account before my three o'clock.
One thing matters on this call and it is not the performance numbers.
- Promised at the last review · 12 June · landing page rebuild, three ad tests, monthly reporting moved to the 5th
- Delivered · the ad tests, all three · reporting moved on time since July
- Not delivered · the landing page rebuild, scoped 19 June, no work logged since 3 July
- Last complaint · 8 Aug, in email, about the rebuild specifically
Their marketing lead has replied to every message within a day. Their founder, who signed the contract and sits on this call, last replied on 11 July.
The performance side is fine, which is why it will not come up. Cost per lead is down since the June tests. If you open on the numbers you will spend the good news before the rebuild question arrives, and it will arrive.
Every line links to the email, CRM note or channel message behind it.
Why did the rebuild stop?
It was waiting on their brand assets, which arrived on 2 July. The next day the designer moved to a different account and nothing was reassigned. There is no decision anywhere to pause it, and no message telling the client it had paused.
So from their side the rebuild has been silently open for eight weeks with the ball on our side the whole time.