DIGITAL MARKETING AGENCY CLIENT ACCOUNT SUPPORT CHECKLIST 2026

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CLIENT ONBOARDING & ACCESS VERIFICATION ---
[ ] Onboarding Start Date
[ ] Client Account Name
[ ] Platforms Access Verified (Google Ads, Meta Business Suite, Google Analytics 4, LinkedIn Campaign Manager, TikTok Ads Manager, Google Search Console)
[ ] Client Brand Guidelines Document
[ ] Access Issue Notes & Troubleshooting Log
[ ] Account Manager Verification

--- ACCOUNT AUDIT & BASELINE PERFORMANCE REVIEW ---
[ ] Audit Conducted Date
[ ] Current Monthly Ad Spend
[ ] Baseline Conversion Rate (%)
[ ] Account Health Status (Healthy, At Risk, Critical/Underperforming)
[ ] Key Performance Observations
[ ] Historical Performance Report
[ ] Audited Channels (Google Ads, Meta Ads, LinkedIn Ads, Email Marketing, SEO/Organic)
[ ] Account Manager Approval

--- CAMPAIGN MONITORING & PERFORMANCE TRACKING ---
[ ] Reporting Period Start Date
[ ] Reporting Period End Date
[ ] Current Campaign Spend (USD)
[ ] Current CPA (Cost Per Acquisition)
[ ] Campaign Performance Status (On Track, At Risk, Underperforming, Critical Alert)
[ ] Performance Variance Notes
[ ] Weekly Performance Report PDF
[ ] Account Manager Verification

--- CREATIVE & COPY MAINTENANCE ---
[ ] Last Creative Review Date
[ ] Ad Copy Status (Approved, Pending Review, Requires Update, Under Revision)
[ ] Assets Checked (Headlines, Body Copy, Display Images, Video Assets, Call to Action (CTA) Buttons, Landing Page Alignment)
[ ] Updated Brand Guidelines/Assets
[ ] Identified Copy Discrepancies or Errors
[ ] Number of Updated Ad Sets

--- TECHNICAL INTEGRATION & TRACKING VALIDATION ---
[ ] Tracking Tools Verified (Google Tag Manager, Google Analytics 4 (GA4), Meta Pixel, Google Ads Conversion Tracking, LinkedIn Insight Tag, Hotjar/Clarity Heatmaps)
[ ] Pixel/Tag ID Verification Status
[ ] Last Validation Date
[ ] Detected Tracking Discrepancies or Error Logs
[ ] Upload Screenshot of Tag Assistant/Debugger Results
[ ] Technical Specialist Approval

--- CLIENT COMMUNICATION & REPORTING CADENCE ---
[ ] Next Scheduled Client Sync Date
[ ] Reporting Frequency (Weekly, Bi-Weekly, Monthly, Quarterly)
[ ] Communication Channels Used (Email, Zoom/Google Meet, Slack/Teams, Phone Call, Client Portal)
[ ] Key Discussion Points for Upcoming Meeting
[ ] Monthly Performance Report PDF
[ ] Account Manager Approval

--- ISSUE ESCALATION & TROUBLESHOOTING PROTOCOL ---
[ ] Issue Severity Level (Low - Minor discrepancy or cosmetic error, Medium - Performance dip or tracking delay, High - Budget overrun or account suspension, Critical - Total campaign downtime or data breach)
[ ] Issue Description
[ ] Date Issue Detected
[ ] Troubleshooting Steps Taken
[ ] Impacted Platforms (Google Ads, Meta Ads, LinkedIn Ads, Google Analytics/G4, Email/CRM Integration)
[ ] Screenshot of Error/Error Logs
[ ] Support Lead Approval

--- COMPETITOR & MARKET TREND ANALYSIS ---
[ ] Analysis Period Date
[ ] Primary Competitor Name
[ ] Competitor Channels Monitored (Google Search, Meta Ads (Facebook/Instagram), TikTok, LinkedIn, Organic SEO)
[ ] Key Competitor Strategy Observations
[ ] Market Sentiment Level (Increasing Competition, Stable, Decreasing Competition)
[ ] Competitor Ad Screenshots or Reports

--- MONTHLY ACCOUNT OPTIMIZATION & SCALING ---
[ ] Optimization Tasks Completed (A/B Test Analysis, Keyword Expansion, Negative Keyword Scrubbing, Budget Reallocation, Ad Copy Iterations, Landing Page Tweaks)
[ ] Percentage Change in CPA
[ ] Optimization Completion Date
[ ] Summary of Scaling Recommendations
[ ] Updated Performance Report
[ ] Account Manager Approval

--- POST-SUPPORT REVIEW & RETENTION STRATEGY ---
[ ] Review Completion Date
[ ] Client Satisfaction Score (Very Satisfied, Satisfied, Neutral, Unsatisfied, Very Unsatisfied)
[ ] Retention Risk Indicators (Decreased Budget, Communication Delays, Unmet KPI Targets, Competitor Poaching, None - Account Healthy)
[ ] Key Improvement Areas for Next Month
[ ] Updated Strategy Roadmap Document
[ ] Account Manager Approval

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