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We take on a few new agencies each month.

You get the task. You rarely get the reason.

  • Tasks arrive without evidence."Add negative keywords" lands in your queue with no numbers behind it, so you redo the analysis yourself.
  • Your channel is judged alone.Ads look bad when the tracking is broken. Nobody reads the sources together, so the wrong channel takes the blame.
  • Nobody says when to scale.You are told to hold or cut. The result that would justify more budget is never written down.

The Playbook gives every task its numbers, and a "Changes if" line that names the result that triggers a budget increase.

Channels, Content and Data: every task with its evidence

One sample client. The figures are sample data.

Sample client This month's data, next month's plan

Channels

Written for the specialists. What happened, so what, now what, with the evidence. The "Changes if" line names the result that triggers a budget increase.

Website and tracking

2 / 10 Fix this first. Every other channel is judged through it. 2 actions
What
  • 3pages with forms that fire no event
  • 132form events that cannot be verified
  • 9crawl errors across 212 pages
So what

Until the forms report, results from ads, search and social are guesses. This is one day of developer work.

Now what
  • DEVFix form tracking on the ad landing pages (action 1).Week 1
  • DEVClear the 9 crawl errors (action 14).Week 4
Lead tracking health
EventLast monthThis monthStatusNote
generate_lead79CountedFires on the thank-you page only. The one confirmed lead source.
form_submit88132UnverifiedFires on 3 pages that have no thank-you step. Reconcile with the intake inbox.
click_to_call021Not countedNew this month. A tap on the phone link, not a completed call.

Form events overstate leads nearly 15 to 1. There were 132 form events against 9 confirmed leads. Until the three forms report a real submission, every channel's lead count is a floor, not a total. Confirmed

Top landing pages
PageSessionsLeadsAvg timeNote
/blog/is-a-lawyer-worth-it40202m 10sRead to the end, then nowhere to go. No contact link.
/ (home)38861m 34sCarries most confirmed leads.
/car-accident-lawyer340048sMain ad landing page. Form fires no event.
/blog/how-long-does-a-claim-take29201m 52sNo contact link.
/contact7432m 21sHealthy.
Technical issues, ranked by effect on leads
  1. Three forms report no submission. Blocks measurement on every paid visit. One day of developer work.
  2. The ad landing page loads in 4.1 seconds on phones. 78% of its visits are on phones, and average time on page is 48 seconds.
  3. 9 crawl errors. 5 broken internal links and 4 redirect chains, across 212 pages.

Google Ads

3 / 10 Hold spend flat, strip out the irrelevant terms and cap the broad-match ad group. 3 actions
What
  • $3,460spend, 4% below last month
  • 2conversions, both calls, at $1,730 each
  • $905on one broad-match ad group: 31 clicks, 0 conversions
  • $412(11.9%) on clearly irrelevant terms
So what

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.

Now what
  • ADSAdd the 11 negative keywords (action 3).Week 1
  • ADSCap the broad-match ad group (action 5).Week 2
  • ADSCheck location targeting and run Auction Insights (action 10).Week 3
$3,460Spend4% below last month
498Clicks$6.95 average
2ConversionsBoth calls
$1,730Cost per conversionCalls only
6.8%Click rateFlat
Brand and non-brand

The account does not live on its own name. The brand campaign took $310 (9.0% of spend) and 0 conversions. Both conversions came from non-brand keywords. The problem is the reverse of the usual one: non-brand spend barely converts, and the form leads it may be earning are invisible. Confirmed

Campaign verdicts
CampaignSpendClicksAvg CPCConv.VerdictWhy
Search, car accidents$2,640401$6.582FixNo form conversion is counted, and one broad-match ad group took $905 for 31 clicks.
Search, truck accidents$51035$14.570TestToo few clicks to judge. Give it 30 days on the fixed form, then cut or keep.
Search, brand$31062$5.000HoldThe site ranks first for its own name. May be protecting clicks on a contested page.
Display, remarketing$00N/A0PausedPaused last month. $380 moved to Search.
Wasted spend, with the negative to add
Search termCostClicksWhy it is wasteNegative to add
workers comp attorney$64.804Not a practice area on the site"workers comp" (phrase)
accident lawyer, another city$55.306Outside the service areaExclude the location
personal injury paralegal jobs$41.603Job seeker"jobs", "paralegal" (phrase)
free legal advice car accident$38.204Looking for free advice"free" (phrase)
how to file a claim yourself$29.503Wants to do it alone"yourself", "diy" (phrase)
All 17 terms$412.004011.9% of account spend11 negatives cover all 17

Relevant terms that did not convert are not waste. "car accident attorney" ($212), "auto accident lawyer near me" ($188) and nine similar terms are the right searches. Judge them after the form fix, not before. Likely

Top converting keywords
KeywordMatchSpendClicksConv.Cost per conversion
car accident lawyer near mePhrase$386581$386
auto accident attorneyExact$291441$291
Conversion actions
ActionStatusThis monthNote
Calls from adsCounted2The only conversion the account can see.
Lead form submitNot set upN/ANo form conversion exists in Google Ads. Import it once action 1 is done.
Website call clickNot counted21Recorded as a secondary action, so bidding ignores it.

SEO

6 / 10 Rankings are healthy. Give the new blog traffic a way to get in touch. 2 actions
What
  • 1,310organic clicks, up 61%
  • 71%of new sessions landed on two blog posts
  • 4service pages sitting in positions 4 to 8
So what

The site earns attention it does not convert. The service pages just off the top three are the cheapest growth on this account.

Now what
  • SEOAdd contact links to the two blog posts (action 6).Week 2
  • SEORewrite the intro and add an FAQ on the 4 service pages.Week 3
1,310ClicksUp 61%
41,200ImpressionsUp 38%
3.2%Click rateUp from 2.7%
18.4Average positionBetter by 2.6

The growth is readers, not buyers. Two blog posts took 694 of the 977 new sessions. Both rank on page one for questions, and neither links to a service page or the contact form. Confirmed

Four service pages sit just off the top three. Positions 4 to 8 get a fraction of the clicks of positions 1 to 3. These four pages already have the impressions, so a rewrite of the intro and an FAQ is the cheapest growth on the account. Likely

Queries
QueryClicksImpressionsPositionTypeOpportunity
is it worth getting a lawyer for a car accident3186,9005.2QuestionAdd a contact link in the first screen (action 6)
how long does a car accident claim take2867,4006.1QuestionAdd a contact link (action 6)
the firm's own name2126401.3BrandHold
car accident lawyer near me413,8507.4MoneyRewrite the intro and add an FAQ (action 11)
personal injury lawyer free consultation221,6404.9MoneyTest a clearer page title
truck accident attorney182,1206.8MoneyRewrite the intro and add an FAQ (action 11)

Business Profile

7 / 10 Best lead source on the account. Give it the hours. 3 actions
What
  • 14calls, up from 10
  • 1,480profile views, up from 510
  • 2of 3 new reviews unanswered
So what

Calls rose 40% after one small job, adding photos. No other channel returns this much for so little work.

Now what
  • AMReply to the 2 open reviews.Week 1
  • AMAdd the call tracking number, late from last month.Week 2
  • AMStart weekly profile posts.Week 2
1,480Profile viewsUp from 510
14CallsUp from 10
46Website clicksUp from 31
22Direction requestsDown from 25
4.7Rating86 reviews

Calls are a lead path the website count does not see. The profile produced 14 calls against 9 confirmed website leads. They are counted in lead signals, and kept out of confirmed leads until call tracking is on the profile. Confirmed

Views tripled after one small job. Twelve photos were added in week 2 of last month and views rose from 510 to 1,480. Calls per view fell, which fits people browsing the photos. Likely

Two of three new reviews have no reply. Unanswered reviews are the most visible sign of an unattended profile. Confirmed

Meta Ads

5 / 10 Cheap reach, no proof of leads yet. 2 actions
What
  • $640spend
  • 212link clicks at $3.02 each
  • 0tracked leads
So what

The same tracking gap hides results here. Hold spend until the form fix is live, then judge it on leads.

Now what
  • ADSPoint the ads at the page with the fixed form.Week 2
  • ADSReplace the two oldest creatives (action 15).Week 4
$640SpendFlat
18,400ReachDown 5%
212Link clicks$3.02 each
2.6FrequencyUp from 2.3
0Tracked leadsNo lead event
CampaignObjectiveSpendLink clicksResult for its objectiveVerdict
Traffic, service areaTraffic$640212$3.02 a click, 118 sessions in GA4Hold

It is paid to deliver clicks, and it does. The campaign optimises for clicks, so zero leads is the expected result. The pixel records page views only, so Meta could not report a lead even if one happened. Confirmed

The audience is starting to tire. At flat spend, reach fell 5% and frequency rose from 2.3 to 2.6. Fresh creative is due. Likely

Instagram and Facebook

4 / 10 Posts go out on schedule, and none of them sends anyone to the site. 1 action
What
  • 8posts on each page
  • 1,240accounts reached
  • 6clicks to the website
So what

The posts earn reach but carry no link to a service page, so social sends almost no visits.

Now what
  • AMAdd a service-page link to every post.Week 2
16Posts8 on each page
1,240Accounts reachedUp 9%
96Reactions and commentsFlat
6Clicks to the site20 sessions in GA4

Reach without a route. None of the 16 posts linked to a service page. The best post reached 310 accounts and sent nobody to the site. Confirmed

Sample client This month's data, next month's plan

Content and AI search

Written for the content team. Next month's topics with a full brief for each, the pillars they belong to, and how ready the site is to be named by AI assistants.

The four briefs

Ready to hand to a writer
What to Do in the First 24 Hours After a Car AccidentPillar 1, informational, 1,400 words, week 1
  • Primary keyword
    what to do after a car accident
  • Secondary keywords
    car accident checklist; when to call a lawyer after an accident; reporting an accident to insurance
  • Written to be quoted by AI
    Open with a two-sentence direct answer. Put the steps in a numbered list with a time for each. The attorney checks every legal statement before it is published.
  • Heading outline
    1. What should I do at the scene?
    2. Do I need to see a doctor if I feel fine?
    3. When do I have to tell my insurer?
    4. What should I not say to the other driver's insurer?
    5. When is it worth calling a lawyer?
  • Must include
    A first-hand note from the attorney, a printable checklist, and the firm's own intake steps.
  • Internal links
    The car accident service page, the two blog posts that drew 694 sessions, and /contact.
  • Call to action and byline
    "Get a free case review." Bylined to the lead attorney, with credentials from the bio page.
Should You Talk to the Other Driver's Insurance Company?Pillar 1, commercial, 1,500 words, week 2
  • Primary keyword
    talking to the other driver's insurance
  • Secondary keywords
    recorded statement after a car accident; insurance adjuster questions; do I have to give a statement
  • Written to be quoted by AI
    Answer yes or no in the first two sentences. Give what to say and what to leave out as two short lists.
  • Heading outline
    1. Do I have to talk to their insurer?
    2. What is a recorded statement?
    3. What can I safely say?
    4. What should I leave to a lawyer?
    5. What if they offer money quickly?
  • Must include
    A short sample script for the first call. No promises about outcomes.
  • Internal links
    The car accident service page, post 1, and /contact.
  • Call to action and byline
    "Have a lawyer take the call." Bylined to the lead attorney, with credentials from the bio page.
Do You Need a Lawyer After a Minor Car Accident?Pillar 2, commercial, 1,300 words, week 3
  • Primary keyword
    do I need a lawyer for a minor car accident
  • Secondary keywords
    minor accident injury claim; when to hire an accident lawyer; small claims after an accident
  • Written to be quoted by AI
    State the three cases where a lawyer is worth it in the opening lines. Add a table: handle it yourself, or call a lawyer.
  • Heading outline
    1. When can I handle a claim myself?
    2. Which injuries show up later?
    3. What does a lawyer cost on a small claim?
    4. What do insurers do differently when you have a lawyer?
  • Must include
    Honest cases where a lawyer is not needed. That is what earns the trust.
  • Internal links
    The fees page, post 2, and /contact.
  • Call to action and byline
    "Ask if your case needs a lawyer. It is free." Bylined to the lead attorney, with credentials from the bio page.
How Fault Is Decided When Both Drivers Share the BlamePillar 1, informational, 1,600 words, week 4
  • Primary keyword
    shared fault car accident
  • Secondary keywords
    comparative negligence explained; who decides fault in an accident; partial fault settlement
  • Written to be quoted by AI
    Define shared fault in one sentence. Show one worked example with percentages in a table. The attorney confirms the rule for the state.
  • Heading outline
    1. Who decides who was at fault?
    2. What evidence changes the percentages?
    3. How does shared fault change what I can recover?
    4. What if the police report blames me?
  • Must include
    One worked example, and the attorney's review of every legal statement.
  • Internal links
    The car accident service page, post 1 and post 2.
  • Call to action and byline
    "Get a free case review." Bylined to the lead attorney, with credentials from the bio page.

Next month's blog plan

4 posts, one a week
  1. Pillar 1, informational, week 1
    What to Do in the First 24 Hours After a Car Accident
  2. Pillar 1, commercial, week 2
    Should You Talk to the Other Driver's Insurance Company?
  3. Pillar 2, commercial, week 3
    Do You Need a Lawyer After a Minor Car Accident?
  4. Pillar 1, informational, week 4
    How Fault Is Decided When Both Drivers Share the Blame

Why these four. Three answer questions the site already gets impressions for but ranks below position 10. Each brief is also added to your topics sheet.

AI search readiness

3 / 10

2 pass, 4 warn, 3 fail of 9 checks. AI assistants named the business in 4 of 20 test questions.

  • Fail
    Answer-first content.The first 80 words of the two top service pages are slogans, not an answer.
  • Warn
    Question headings.The homepage has 6 question headings; service pages have 1 or 2.
  • Fail
    Authorship and credentials.No byline or author markup on any service page.
  • Warn
    Information gain.Local detail is present; the headline claims have no supporting detail.
  • Warn
    Entity consistency.Three versions of the business name are in use across the site and profiles.
  • Fail
    Industry markup.No business or attorney markup on any crawled page.
  • Pass
    Crawlable by AI search.AI search crawlers are allowed and every page loads.
  • Warn
    Business Profile and reviews.Views are up to 1,480; 2 of 3 new reviews are unanswered.
  • Pass
    Technical foundation.Page text is in the page source; 9 crawl errors to clear.

AI search actions

  • SEORewrite the first 60 words of the two top service pages as a direct answer (action 12).Week 3
  • DEVAdd business and attorney markup, linked to the Business Profile (action 13).Week 3

Content pillars and clusters

3 pillars, 12 topics, 4 scheduled

Car accident claims

The core commercial theme. It carries every ad conversion and the largest money query.

  • What to Do in the First 24 Hours After a Car Accident Next monthInfo
  • Should You Talk to the Other Driver's Insurance Company? Next monthCommercial
  • How Fault Is Decided When Both Drivers Share the Blame Next monthInfo
  • What a Car Accident Claim Costs You, and When You PayCommercial

Choosing and working with a lawyer

Answers the questions people ask just before they call. Two page-one posts already sit here.

  • Do You Need a Lawyer After a Minor Car Accident? Next monthCommercial
  • What Happens in a Free Case ReviewCommercial
  • How Contingency Fees Work, With a Worked ExampleInfo
  • Questions to Ask Before You Hire an Accident LawyerInfo

Local guides

Roads, courts and insurers in the service area. Generic sites cannot write these.

  • The Most Dangerous Intersections in the Area, From Crash DataLocal
  • How the Local Courts Handle Injury CasesLocal
  • Where to Get a Copy of Your Police ReportLocal
  • Dealing With the Three Largest Local InsurersLocal
Priority
TopicPillarBuyer stageSearch demandDifficultyAI citabilityPriority
First 24 hours after a car accident1AwarenessHighMediumHighP1
Talking to the other driver's insurer1ConsiderationMediumLowHighP1
Lawyer after a minor accident2DecisionMediumMediumMediumP1
Shared fault1ConsiderationMediumMediumHighP1
What a free case review covers2DecisionLowLowMediumP2
Dangerous intersections, from crash data3AwarenessLowLowHighP2

Search demand comes from this account's own search and ads data, not from a keyword tool.

Content gap

Against the site's own search demand
Content typeHas it?EvidencePriorityAction
In-depth guidesYesTwo posts drew 694 sessionsMediumAdd contact links (action 6)
Pages that answer common questionsPartly6 question headings on the homepage, 1 or 2 on service pagesHighAdd an FAQ to 4 service pages (action 11)
Attorney bios with credentialsNoNo byline or author markup on any pageHighBios, bylines and markup (action 13)
Case results and reviewsPartlyReviews on the profile only, none on service pagesMediumPublish approved results
VideoNoNone found in the crawlLowRevisit next quarter
Sample client This month's data, next month's plan

Data

For anyone who wants to check. The figures behind the plan, and whether each source can be trusted this month.

Source health

7 of 9 healthy
Search ConsoleHealthy1,310 clicks read
GA4Fix neededForm event missing on 3 pages
Google AdsFix neededOnly calls counted as conversions
Meta AdsHealthy$640 spend read
Business ProfileHealthyCalls, views and reviews read
InstagramHealthy8 posts read
FacebookHealthy8 posts read
AI answersHealthyNamed in 4 of 20 test questions
Site crawlHealthy212 pages, 9 errors

Where $412 of ad spend went

11.9% of spend
Term typeClicksCostLeads
Jobs and careers14$148.200
Services not offered9$112.100
Free and DIY11$96.400
Outside service area6$55.300

Where the 2,140 sessions came from

GA4, this month
ChannelSessionsShareConfirmed leadsVerdict
Organic search1,18055.1%3Grow the service pages; give the blog posts a way to contact
Paid search45221.1%0Fix tracking before judging
Direct31814.9%5Healthy. Carries most confirmed leads
Paid social1185.5%0Hold until the lead event exists
Referral522.4%1Mostly directories
Organic social200.9%0Add links to posts

Why each number moved

4 of 7 shown
MeasureChangeCauseWhat we found
Sessions1,163 to 2,140Traffic mix71% of the new sessions landed on two blog posts.
Confirmed leads7 to 9Too few to callBoth extra leads followed a Business Profile visit.
Ads conversions2, calls onlyTrackingThe landing page logs no form events.
Profile calls10 to 14Real gainFollowed the 12 new photos.

From search to lead

This month
  • 41,200search impressions
  • 1,310search clicks, 3.2% of impressions
  • 2,140sessions from every channel
  • 9confirmed leads, 0.42% of sessions

Sessions are not a subset of search clicks. They include paid, direct and social visits.

Six months, side by side

Oldest to newest
Measure-5-4-3-2LastNow
Website sessions9801,2408901,0201,1632,140
Confirmed website leads13176879
Business Profile calls911891014
Google Ads spend$3,200$3,350$3,410$3,580$3,604$3,460

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