Multi client marketing performance

What it does

Managing ten-plus client accounts means ten Monday mornings of the same task: pull last week’s ad data, check pacing, look for fatigued creatives, and brief the account managers before their client calls. This recipe runs that entire process automatically — every Monday at 7 AM, for every client — and delivers a per-client HTML report to Drive, a summary card to each client’s Slack channel, and a direct DM to any account manager whose client is showing a red flag.

The three signals that drive the dashboard status column are CAC trend (this week vs the prior four-week rolling average), pacing percentage (spend to date vs the monthly budget pro-rated to today), and creative fatigue (any ad set where CPA spiked more than 25% week over week). Green means healthy, amber means watch, red means act.

How it works

1. Read clients. On a Monday 7 AM PT schedule (configurable cron), the colleague queries Salesforce for all active Accounts — reading account name, assigned account manager, Slack channel slug, and monthly budget. Alternative: an Eluu view or a master spreadsheet works equally well if Salesforce is not the system of record.
2. Pull + aggregate. For each client, last-week and prior-4-week data is pulled in parallel from Google Ads, Meta Ads, LinkedIn Ads, GA4, and Salesforce. Per-channel spend, impressions, clicks, and conversions roll up into a single per-client summary; last-touch and multi-touch (linear) attribution combine into a blended CAC. Currency and timezone are normalized across sources.
3. Health signals + report. CAC delta vs the 4-week average, pacing percentage, and creative fatigue flags compute per client into a composite red / amber / green status. A one-page HTML report is generated per client, combining ad-platform metrics with GA4 site-side conversion context — trend chart, per-channel breakdown table, and fatigue detail section.
4. Save to Drive. Each report is saved as a PDF to the client’s folder under /Clients/<name>/Reports/ and the shared index sheet is updated with the new link.
5. Post to Slack. A summary card is posted to #client-<name> with spend, CPA delta, pacing percentage, and fatigue status. The Drive link is included. Any amber or red flag tags the account manager.
6. Alert account managers. In parallel with the channel post, the colleague sends a direct DM to each account manager who has at least one red-flag client, with a suggested talking point and recommended action for each issue.

Setup

• Connect a CRM (Salesforce, Marketo, or HubSpot) to source the active client list and account manager assignments.
• Connect ad platforms (Google Ads, Meta Ads, and/or LinkedIn Ads) — each client can use a different subset.
• Connect GA4 for site-side conversion context.
• Connect Google Drive for report storage and versioning.
• Connect Slack — the recipe expects a #client-<name> channel per client and uses DMs for account manager alerts.
• Define a monthly budget field on each Salesforce Account (or equivalent in your client list source) so pacing can be computed correctly.

Variations

• Run daily during active campaign launches for any client where spend is more than 50% over pace.
• Add a consolidated cross-client summary card posted to a #marketing-ops-weekly channel so the director gets the full picture in one message.
• Layer in a budget reallocation suggestion — when one client is underpacing and another is overpacing, surface a reallocation recommendation to the account managers.
• Export a monthly client roll-up PDF from the weekly data for QBR preparation.