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Agency Owner34 recipes9 free

Agency Owner Recipes

Client reporting, multi-account management, and operational efficiency. Scale your agency without burning out.

13 featured recipes for your role

Your Recipes by Category

All Recipes for Agency Owner

ReportingFeatured
Free

Daily Performance Pulse

60-second overview of all ad accounts. Perfect for morning check-ins.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Beginner5 minutes
30min/dayAutomatable
Reporting
Free

List All Connected Accounts

See all your connected ad accounts across platforms in one view.

Meta AdsGoogle AdsGoogle AnalyticsLinkedIn Ads+1 more
Beginner5 minutes
10min
Reporting
Free

Campaign Status Check

Quick overview of which campaigns are active, paused, or need attention.

Meta AdsGoogle Ads
Beginner5 minutes
15minAutomatable
Reporting
Free

Monthly Spend Tracker

Track your month-to-date ad spend across all platforms.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Beginner5 minutes
20minAutomatable
Optimization
Free

Worst Performing Campaigns

Find campaigns that are draining budget without results.

Meta AdsGoogle Ads
Beginner5 minutes
30minAutomatable
Creative Analysis
Free

Preview Ad Creatives

See thumbnails and details of your active ad creatives.

Meta AdsTikTok Ads
Beginner5 minutes
15min
ReportingFeatured
Free

Budget Pacing Check

Are you on track to hit your monthly budget targets?

Meta AdsGoogle AdsLinkedIn Ads
Beginner5 minutes
20minAutomatable
AuditingFeatured
Free

Quick Account Health

5-point health check for your ad accounts.

Meta AdsGoogle Ads
Beginner5 minutes
30minAutomatable
Onboarding
Free

Discover Available Skills

See what expert marketing skills are available to help you.

Meta AdsGoogle AdsGoogle AnalyticsLinkedIn Ads+1 more
Beginner5 minutes
10min
Creative AnalysisFeatured
Pro

Cross-Platform Creative Fatigue Scanner

Detect fatiguing creatives on Meta and TikTok before performance tanks. TikTok fatigues 4x faster!

Meta AdsTikTok Ads
Intermediate30 minutes
3h/weekAutomatable
AuditingFeatured
Pro

Comprehensive Account Audit

Deep audit of your ad account covering structure, targeting, budget, and performance.

Meta AdsGoogle Ads
Intermediate30 minutes
6h
Optimization
Pro

Audience Overlap Detector

Find targeting overlap between campaigns that causes you to bid against yourself.

Meta Ads
Intermediate30 minutes
2h
Optimization
Pro

Campaign Scaling Analysis

Identify which campaigns can handle more budget without efficiency loss.

Meta AdsGoogle Ads
Intermediate30 minutes
3h
AttributionFeatured
Pro

Marketing Channel Mix Analysis

Evaluate how your budget is distributed across channels and its effectiveness.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads+1 more
Intermediate30 minutes
4h
IntegrationFeatured
Pro

Automated Budget Pacing Alerts

Get Slack notifications when budget pacing deviates from target.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Intermediate1 hour
5h/monthAutomatable
IntegrationFeatured
Pro

Daily Slack Performance Digest

Automated morning summary of all ad platform performance.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Intermediate1 hour
30min/dayAutomatable
Integration
Pro

Automated Google Sheets Report

Auto-populate a Google Sheet with daily performance data.

Meta AdsGoogle Ads
Intermediate1 hour
4h/weekAutomatable
Integration
Pro

Automated Weekly Client Report

Generate and email weekly performance reports automatically.

Meta AdsGoogle Ads
Intermediate1 hour
2h/weekAutomatable
Integration
Pro

Spend Anomaly Detector

Alert when daily spend deviates significantly from normal.

Meta AdsGoogle Ads
Intermediate1 hour
2h/monthAutomatable
Integration
Pro

Conversion Drop Alert

Get notified immediately when conversions drop significantly.

Meta AdsGoogle Ads
Intermediate1 hour
Critical issue preventionAutomatable
Integration
Pro

Monthly Summary Email

Automated end-of-month summary sent to stakeholders.

Meta AdsGoogle AdsGoogle Analytics
Intermediate1 hour
4h/monthAutomatable
Integration
Pro

New Campaign Launch Checklist

Automated checklist when a new campaign is detected.

Meta AdsGoogle Ads
Intermediate1 hour
30min/campaignAutomatable
Integration
Pro

Ad Disapproval Alert

Get notified immediately when ads are disapproved.

Meta AdsGoogle Ads
Intermediate1 hour
Quick issue resolutionAutomatable
IntegrationFeatured
Pro

Performance-Driven Creative Brief for Canva

Generate creative briefs based on top performer analysis.

Meta AdsTikTok Ads
Intermediate30 minutes
4h/month
Integration
Pro

Unified Reporting Dashboard Data

Prepare data for a unified dashboard across all platforms.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads+1 more
Intermediate1 hour
8h/monthAutomatable
Integration
Pro

Weekly Wins Slack Celebration

Automated Slack message celebrating the week's best performers.

Meta AdsGoogle Ads
Beginner30 minutes
Team morale boostAutomatable
Integration
Pro

Cross-Platform Frequency Analysis

Understand total ad exposure across all platforms.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Advanced30 minutes
3h/month
Integration
Pro

Competitive Creative Analysis

Analyze competitor ad creatives and identify opportunities.

Meta Ads
Intermediate30 minutes
3h/month
IntegrationFeatured
Pro

Budget Optimization Model

Data-driven budget allocation recommendations across platforms.

Meta AdsGoogle AdsLinkedIn AdsTikTok Ads
Advanced1 hour
8h/month
Creative Analysis
Pro

Creative Testing Framework

Set up a systematic approach to creative testing.

Meta AdsTikTok Ads
Intermediate30 minutes
4h/month
OnboardingFeatured
Pro

Agency Client Onboarding in 1 Hour

Complete discovery, audit, and baseline for new clients.

Meta AdsGoogle AdsGoogle Analytics
Intermediate1 hour
4h
OnboardingFeatured
Pro

Live Sales Demo Audit

Generate a real-time audit during a sales call.

Meta AdsGoogle Ads
Intermediate15 minutes
3h
Forecasting
Pro

Seasonal Performance Planning

Plan budget and creative for upcoming seasonal peaks.

Meta AdsGoogle Ads
Intermediate30 minutes
4h
OptimizationFeatured
Pro

Create a Meta Ads Campaign

Build a complete Meta Ads campaign from scratch — campaign, ad set, and ad — using AI to handle targeting and creative.

Meta Ads
Intermediate15 minutes
30minAutomatable

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