✅ The Clients Result Spreadsheet (also known as the “Tracker”) is the central hub for all things related to campaign performance and client info.
🔗 Media Buyers are responsible for:
- Updating campaign hyperlinks
- Monitoring key performance indicators (KPIs) such as leads and appointments
- Taking proactive action on underperforming campaigns
💳 A strong understanding of billing cycles and appointment guarantees is essential for optimizing performance and supporting client retention.
🎯 Media Buyers focus on generating leads, while Closers are in charge of turning those leads into appointments.
📊 Clients Result Spreadsheet (Tracker) Overview #
Serves as the primary document for campaign tracking and client status
- Includes tabs for:
- 🟢 Active clients
- 🔄 Long-term closing
- 🚪 Off-boarded clients
- 🚀 Onboarding clients
- Shows key roles: Media Buyer, Closer, Sales Rep, and CSM
- Media Buyers must:
- Update campaign links
- Monitor leads and appointments KPIs
🧾 Billing Cycles & Appointment Guarantees #
- Billing cycles vary:
- 📆 End of Month (EOM)
- 🔁 10th–9th
- 🔁 15th–14th
- Most campaigns require 10–15 appointments/month to trigger billing
- To meet this, MBs should aim for:
- 📅 15 leads per week
- 📅 60 leads per month
⚠️ If appointment guarantees aren’t met, clients won’t be billed—yet the campaign still spends.
📈 KPIs & Performance Monitoring #
- Weekly KPI: 15 leads
- Monthly KPI: 60 leads
- MBs must:
- Track lead gen + appointment conversions
- Take proactive steps when performance dips
🔁 Carryovers & Campaign Management #
- Carryovers apply when appointments roll over to the next billing cycle
- This especially affects non-standard billing periods (e.g., 10th–9th)
- MBs should:
- Forecast future appointment needs
- Adjust campaigns strategically
📌 Media Buyer Responsibilities in the Tracker #
- ✅ Identify your assigned campaigns
- 🔗 Update campaign hyperlinks
- ⏳ Monitor billing cycles and KPIs
- 🗒️ Check CSM notes for any external factors impacting results