For agencies with 6 to 30 client accounts. Every month we read each client's nine data sources together, flag what's slipping, and write the tasks that grow it.
Get my two free Playbooks$0 for two accounts: the one you worry about and the one with the most room to grow. No card. Back less than 24 hours after you grant access.
Traffic nearly doubled, but confirmed leads moved only from 7 to 9, and Google Ads recorded 2 conversions on $3,460.
Biggest risk. The main ad landing page (340 sessions) records no form activity, so paid results cannot be judged.
The Playbook reads all nine sources for every account and hands your team the growth moves, with a warning on anything slipping.
This runs on real client accounts every month.
Open the four tabs. The figures are sample data. It is written for your team, and clients see it only if you choose.
Status in 30 seconds, what the sources say together, the decisions that clear the way, and what to say on the client call.
Last month's plan, checked against the data. Next month's moves as tasks with owner, due week, why and done-when, ready to assign.
12 actions across four weeks. Export them as a CSV for your project tool.
What happened, so what, now what, with the evidence. The "Changes if" line names the result that triggers a budget increase.
Until the forms report, results from ads, search and social are guesses. This is one day of developer work.
The campaign cannot be judged yet, because the landing page logs no forms. Stop the known waste now and decide on budget once tracking works.
Changes if fixed tracking shows 3 or more form conversions in the second half of next month. Then bring forward a budget increase for the main ad group.
The site earns attention it does not convert. The service pages just off the top three are the cheapest growth on this account.
Calls rose 40% after one small job, adding photos. No other channel returns this much for so little work.
The same tracking gap hides results here. Hold spend until the form fix is live, then judge it on leads.
The figures behind the plan, and whether each source can be trusted this month.
| Search Console | Healthy | 1,310 clicks read |
|---|---|---|
| GA4 | Fix needed | Form event missing on 3 pages |
| Google Ads | Fix needed | Only calls counted as conversions |
| Meta Ads | Healthy | $640 spend read |
| Business Profile | Healthy | Calls, views and reviews read |
| Healthy | 8 posts read | |
| Healthy | 8 posts read | |
| AI answers | Healthy | Named in 4 of 20 test questions |
| Site crawl | Healthy | 212 pages, 9 errors |
| Term type | Clicks | Cost | Leads |
|---|---|---|---|
| Jobs and careers | 14 | $148.20 | 0 |
| Services not offered | 9 | $112.10 | 0 |
| Free and DIY | 11 | $96.40 | 0 |
| Outside service area | 6 | $55.30 | 0 |
| Measure | -5 | -4 | -3 | -2 | Last | Now |
|---|---|---|---|---|---|---|
| Website sessions | 980 | 1,240 | 890 | 1,020 | 1,163 | 2,140 |
| Confirmed website leads | 13 | 17 | 6 | 8 | 7 | 9 |
| Business Profile calls | 9 | 11 | 8 | 9 | 10 | 14 |
| Google Ads spend | $3,200 | $3,350 | $3,410 | $3,580 | $3,604 | $3,460 |
Open it before the week starts. You see which client is slipping, which one has room to grow, and the decisions waiting on you.
| Status | Account | Health | This month | Leads | Plan |
|---|---|---|---|---|---|
| At risk | Injury law firm | 4.1 / 10 | Traffic nearly doubled, but confirmed leads moved only from 7 to 9. Fix tracking before any spend increase. | 9 from 7 | 12 actions |
| Watch | Family dentist | 4.8 / 10 | Leads fell while ad spend held. Two campaigns carry the drop. | 15 from 21 | 9 actions |
| Watch | Roofing contractor | 5.4 / 10 | Leads rose on flat traffic. Broken pages limit the next gain. | 24 from 20 | 8 actions |
| Watch | Estate planning firm | 6.2 / 10 | Traffic steady. Form tracking is back, so next month can be judged. | 11 from 10 | 7 actions |
| On track | Orthodontist | 7.6 / 10 | Leads doubled on search demand. Room to scale the campaign that earned them. | 38 from 19 | 6 actions |
The other three accounts list no decisions this month.
Sample data: five invented accounts. Included in every plan.
What to cut, fix and scale for every account, every month. Same team, more clients. Or fewer hours per client.
Founding prices are for the first 10 agencies, and your rate stays fixed for 12 months. Prices go up from agency 11.
For agencies with 6 to 30 client accounts, mostly local lead generation: dental, legal, home services. Not built for e-commerce agencies.
$299a month
Up to 8 accounts, $37.38 each at 8
At least 24 senior hours back each month at 8
Connection fee, once: $199
Get my two free Playbooks$549a month
Up to 18 accounts, $30.50 each at 18
At least 54 senior hours back each month at 18
Connection fee, once: $299
Get my two free Playbooks$849a month
Up to 30 accounts, $28.30 each at 30
At least 90 senior hours back each month at 30
Connection fee, once: $399
Get my two free PlaybooksTell us within 14 days. We refund the month and the connection fee.
A senior strategist bills $200 to $350 an hour. The Playbook takes at least 3 hours per account off your team each month. That is $600 to $1,050 of senior time, for $28.30 to $37.38 an account.
Hourly range is for US agency senior strategists, from Search Lab's 2026 agency cost guide, which cites Clutch 2025 data.
Weekly: what changed in Google Ads and Meta, where spend was wasted, and what to do this week.
Daily: a check that ads are running and yesterday is in line with the 7-day and 30-day averages.
$99 a month for 1 to 5 ad accounts. $179 for 6 to 12. $299 for 13 to 18. Included in Scale.
The rate per account falls as you add clients. Cancel any month.
We send you one link. You approve access to each source through it, and you can remove that access at any time. Playbooks sit behind a login. Our privacy policy covers the rest.
Playbooks are stored on our hosting provider's servers, behind a login. We read your sources only through the access you grant, and we use the data only to produce your Playbooks. Details are in the privacy policy.
For one account, yes. For every account, every month, the cost is in connecting nine sources per client, keeping those connections alive, and a senior person reviewing each plan. That is at least 3 hours per account per month that we take off your team.
It reads every source together, so a move in leads gets checked against ads, rankings and tracking, then turned into a task. See it on two accounts for $0.
Per-client meters charge you more for growing. Here the rate per account falls as you add clients, from $37.38 down to $28.30.
Code computes every figure, and the AI does no arithmetic. Each source gets a health check, so a broken connection is caught before it slows growth.
Send two accounts: the one you worry about and the one with the most room to grow. We send back a full Playbook for each in less than 24 hours.