Chapter 03
What the team saw each day
The account lead opened the inbox on the 2nd and found twelve drafted reports and one item that needed a decision. Assembling the reports used to take three days.
Sample deployment record. Tidewater Creative is a fictional client and every number here is illustrative.
What the agents handled that month-end
12
Reports assembled
12
Change summaries drafted
11
Mismatch checks passed
12
Reports sent and filed
Before the build this took about three working days. In month four it took one morning of reading and editing.
Queue · 3 items needed a person
RPT-1042highMismatch check
Harbor Dental · Meta spend 18% above last month
The workbook total does not match the platform export. Both numbers shown side by side. The media buyer's change log shows a mid-month budget increase; the account lead cleared it and adjusted the commentary in four minutes.
RPT-1046mediumChange summary edit
Boardwalk Rentals · seasonal drop needs context
The draft explained a 31% drop in leads as a spend change. The account lead rewrote it as the end of the rental season, which the client already expects. The edit was kept as an example for next September.
ONB-0211lowAccess request
Dune Street Bakery · Google Ads access on third attempt
The onboarding agent has asked three times with no reply. Per the SOP it stops and hands over. The account lead called the client.
Hours back each week, month one
- 4hWeek 1
- 7hWeek 2
- 8hWeek 3
- 9hWeek 4
Before
Three days a month exporting, pasting, fixing formulas, and chasing the media buyer for what changed. Commentary written at the end, in a hurry.
After
Reports arrive drafted on the 2nd with the numbers checked and the change summary written. The job is reading, editing, and deciding what to say to the client.