Monday: verify the signal
Choose a representative conversion journey for each account: a form, a call, a purchase, or a booking. Record what fired, where it appeared, and who checked it. A tag being installed is not evidence that a useful conversion arrived. Keep test events separate from real business results.
Tuesday: look for drift
Compare spend with the agreed plan, not just last week. Note campaign pauses, landing-page edits, new forms, and changed hours. Review material changes with the client owner before adjusting budgets. Save the source and timestamp beside the observation so someone else can reproduce it.
Wednesday: inspect access and ownership
Maintain a register of account owners and agency access. Identify expired permissions and former team members who should no longer be involved. Keep client-owned assets in the client’s control. Resolve missing access through the provider’s normal authorization process rather than sharing passwords.
Thursday: reconcile the report
Check periods, currencies, attribution definitions, and source freshness. Explain discrepancies instead of averaging them away. A call-tracking platform and an ad platform can count different things; a useful report tells the client which measure answers which question.
Friday: close the loop
For every exception, assign a person, a next action, and a due date. Send a short client update with what changed, what it means, and what happens next. Keep the completed checklist as evidence for next week, not as a document everyone recreates from scratch.
An operating framework, not a claim of measured Almanac customer results.