Operations
Articles on operations for ecommerce agencies.
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In this section
Pre-launch checklist for a new client ad account
The first week of a new client account is when most avoidable mistakes happen. This checklist is the list we would want on the wall before anything spends money.
6 min read→ Guides
Read-back explained with an example
Reading an object back after a change sounds like extra work until the day it catches a change that was only half applied.
5 min read→ Guides
How to audit your agency tool stack
Most agencies did not design their stack. It grew one tool at a time, and nobody has written down which tool is the source for which number.
6 min read→ Templates and checklists
Data checklist for onboarding a new store client
The first report is only as good as the facts collected in week one. This list is what to ask for before you promise any number.
5 min read→ Templates and checklists
A change log template for ad accounts
When results move, the first question is what changed. A change log answers it in seconds.
4 min read→ Templates and checklistsA quarterly review checklist for ecommerce clients
Weekly reviews tune the work. A quarterly review asks whether the plan is still the right plan.
5 min read→ Templates and checklistsA client offboarding email template
How an engagement ends is remembered longer than how it started. This template keeps it short and clear.
3 min read→ Templates and checklists
A naming registry template for many clients
A shared naming pattern only works if everyone uses the same list of codes. A registry is that list.
3 min read→ Templates and checklistsA standard operating procedure template for agency tasks
A task that lives in one person's head stops when that person is busy. A short written procedure keeps it running.
4 min read→ Templates and checklists
An account manager handover checklist for ecommerce clients
Clients notice a change of account manager. A written handover keeps the work, the promises and the numbers intact.
4 min read→ Templates and checklists
An access request form template for ad accounts and tools
Access given in a hurry is rarely taken back. A form with an end date makes every grant a decision that someone approved in writing.
4 min read→ Templates and checklists
An ad incident log template for tracking and account problems
When tracking breaks at night, memory is the first thing to fail. A log started at the first sign keeps the timeline honest.
4 min read→ Templates and checklistsA quarterly business review agenda for ecommerce clients
A quarterly meeting that wanders wastes the client's time and yours. A fixed agenda ends with decisions written down.
5 min read→ Templates and checklistsAn ad launch checklist template for ecommerce campaigns
A campaign can go live with a broken link or a wrong name, and nobody notices until the report looks odd. A short checklist catches that before the first click.
4 min read→ Templates and checklists
A bad news email template for ecommerce clients
Bad news is easier to read when it is short, dated and specific. The client should finish the email knowing what happened, what is known and what happens next.
4 min read→ Templates and checklistsA scope change request template for agency work
Scope grows one small request at a time. A written request makes each change a decision with a price, a date and an owner.
4 min read→ Templates and checklistsA renewal meeting agenda template for agency retainers
A renewal is a decision about the next term, not a victory lap. Agree on the goals and the facts before the meeting so that the room only decides.
5 min read→ GuidesHow agencies set spend guardrails for client ad accounts
A guardrail is a limit set before anyone needs it. It stops one bad day, or one bad change, from turning into a bad month.
5 min read→ GuidesA simple weekly meeting rhythm for an ad agency
Most agencies meet too often and decide too little. A short, fixed rhythm gives each meeting one job and one written output.
4 min read→ GuidesHow to run an ad account audit in one hour
A full audit can take days. A focused hour answers the questions that cost the most money when they go wrong.
6 min read→ Templates and checklists
A runbook template for recurring agency jobs
An SOP says what the job is. A runbook says what to do, step by step, when it breaks, for the person who has never done it.
4 min read→ Templates and checklists
A sign-off checklist template for work going live
Most launch mistakes come from work that was assumed to be checked. A sign-off step with named signers makes the check visible.
4 min read→ GuidesHow to write an account handover note that the next person can act on
A handover fails when the next person has to guess. A short written note, in a fixed order, lets the work start on the first day.
4 min read→ Guides
Naming ads when many people launch in the same week
Two people with the same naming habit still create a mess in the reports within a week. A shared rule with a registry prevents most clashes.
4 min read→ GuidesA plain service level for client work, on one page
A service level tells the client what to expect, in plain words. Written once, it prevents most arguments about what was promised.
4 min read→ Templates and checklistsA change request form template for ad and tracking changes
A change that is not written down cannot be checked or undone. A short request form turns every change into a record that can be reviewed before it reaches the account.
4 min read→ Templates and checklistsAn approval queue checklist for client-facing ad changes
A queue of pending changes is a risk when nobody owns it. A checklist keeps each item visible until someone says yes or no.
4 min read→ GuidesHow to run a client dashboard review, step by step
A dashboard review that ends with 'looks fine' wastes the client's time. A fixed order turns the same screen into decisions.
5 min read→ GuidesHow to handle urgent client requests without breaking the week
Every urgent request feels like the most important one. A fixed triage rule keeps real emergencies first and stops the rest from taking over the week.
4 min read→ Guides
How to train a new account manager in the first 30 days
A new account manager learns from the client's numbers and the team's habits. A fixed plan puts both in front of them, in a set order.
5 min read→
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