Playbook

A client is owed a report, and what goes in it happened in your mail, your calls, your tracker and their search traffic.

Four tasks for the person who owes a client the weekly note, set up in one pass. You connect what they share once, read a preview run on your own week, and approve. Nothing is sent.

The week it covers

Marketing, SEO and creative agency owners, and the consultants who owe a client the same weekly note.

Weekly update draft

The update somebody is waiting for on Friday, drafted from what actually happened: the mail, the calendar, the tracked work, and your search traffic over the week. On the search half it says which of two things happened, because they need different answers: the pages came up as often and were clicked less, or they came up less. It arrives as a draft addressed to the people who get it, for you to read and send.

Pages that lost search traffic

Every Monday, the last settled week of search traffic against the week before, and every page that fell filed as a piece of work. Each one says which kind of fall it was, first: the page came up as often and was clicked less, so the ranking held and there is nothing on the page to fix, or it came up less, which is the one worth opening. It says what happened and never why, because the numbers cannot see the cause. A page is filed once and not again while it stays down.

Meeting notes into follow-up drafts

Each evening, the meetings written up since the last run, looking for what this side agreed to send or do. What other people took on is ignored, and most meetings produce nothing, which is normal. For each person owed something, a short draft saying what is coming and when, or asking the one question needed to send it. Nobody is drafted to whose address is not known.

Follow-ups when nobody replied

Finds the threads where you sent the last message days ago and nobody replied, skipping the ones that were already finished by a thank-you or a confirmation. For each one still open, a short follow-up drafted in the same thread: what was being discussed, and the one question that moves it forward.

Setting it up

You say it once, not four times.

One set of connections

The four tasks share a mailbox, your meeting notes, the list you track client work in, and the site whose search traffic they read. You connect each of them once, not once per task. Search Console is one of them, and the weekly update runs without it if you switch its search half off.

Keep the ones you want

Every task has a checkbox and they all start ticked. Unticking one drops it, and drops whatever it was the only task that needed.

One preview to read

They run a preview on your real work with every action held back. You read what they would have done before any of it is real.

What it costs

Setting all four up is free. Running them is what counts.

You install all four and read all four preview runs whatever plan you are on. What your plan limits is how many run on their own afterwards.

Free runs them all for 14 days, then they stop until you upgrade.

Pro is $20 a month and runs five at a time, so this playbook fits inside it.

Set up the Agency playbook.

Connect what the four tasks share, read the preview run, and approve.