Agency Owner
34 recipes
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
Reporting
Daily Performance Pulse
60-second overview of all ad accounts. Perfect for morning check-ins.
Reporting
List All Connected Accounts
See all your connected ad accounts across platforms in one view.
Reporting
Campaign Status Check
Quick overview of which campaigns are active, paused, or need attention.
Reporting
Monthly Spend Tracker
Track your month-to-date ad spend across all platforms.
Optimization
Worst Performing Campaigns
Find campaigns that are draining budget without results.
Creative Analysis
Preview Ad Creatives
See thumbnails and details of your active ad creatives.
Reporting
Budget Pacing Check
Are you on track to hit your monthly budget targets?
Auditing
Quick Account Health
5-point health check for your ad accounts.
Onboarding
Discover Available Skills
See what expert marketing skills are available to help you.
Creative Analysis
Cross-Platform Creative Fatigue Scanner
Detect fatiguing creatives on Meta and TikTok before performance tanks. TikTok fatigues 4x faster!
Auditing
Comprehensive Account Audit
Deep audit of your ad account covering structure, targeting, budget, and performance.
Optimization
Audience Overlap Detector
Find targeting overlap between campaigns that causes you to bid against yourself.
Optimization
Campaign Scaling Analysis
Identify which campaigns can handle more budget without efficiency loss.
Attribution
Marketing Channel Mix Analysis
Evaluate how your budget is distributed across channels and its effectiveness.
Integration
Automated Budget Pacing Alerts
Get Slack notifications when budget pacing deviates from target.
Integration
Daily Slack Performance Digest
Automated morning summary of all ad platform performance.
Integration
Automated Google Sheets Report
Auto-populate a Google Sheet with daily performance data.
Integration
Automated Weekly Client Report
Generate and email weekly performance reports automatically.
Integration
Spend Anomaly Detector
Alert when daily spend deviates significantly from normal.
Integration
Conversion Drop Alert
Get notified immediately when conversions drop significantly.
Integration
Monthly Summary Email
Automated end-of-month summary sent to stakeholders.
Integration
New Campaign Launch Checklist
Automated checklist when a new campaign is detected.
Integration
Ad Disapproval Alert
Get notified immediately when ads are disapproved.
Integration
Performance-Driven Creative Brief for Canva
Generate creative briefs based on top performer analysis.
Integration
Unified Reporting Dashboard Data
Prepare data for a unified dashboard across all platforms.
Integration
Weekly Wins Slack Celebration
Automated Slack message celebrating the week's best performers.
Integration
Cross-Platform Frequency Analysis
Understand total ad exposure across all platforms.
Integration
Competitive Creative Analysis
Analyze competitor ad creatives and identify opportunities.
Integration
Budget Optimization Model
Data-driven budget allocation recommendations across platforms.
Creative Analysis
Creative Testing Framework
Set up a systematic approach to creative testing.
Onboarding
Agency Client Onboarding in 1 Hour
Complete discovery, audit, and baseline for new clients.
Onboarding
Live Sales Demo Audit
Generate a real-time audit during a sales call.
Forecasting
Seasonal Performance Planning
Plan budget and creative for upcoming seasonal peaks.
Optimization
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.
