AishaTo: Dash · Cc: Maya, PriyaDash, brief me on Northgate before the client call.
Agencies and marketing teams
Client briefs, reports, and campaign audits.Done with Dash.
Less prep, reporting, and prospect research. Delegate it in Slack or Microsoft Teams.
Slack Slack Aisha9:42 AM
@Dash brief me on Northgate before the client call.
Dash App9:42 AM
Reading HubSpot, account messages and the last review deck.
Dash App9:43 AM
Client brief ready, with sources.
HubSpotNorthgate account brief Connected - Commitments · 1 still openReview
- Spend · Under planOn track
- Contact · Quiet for 3 weeksFollow up
Microsoft Teams Add to clients
Client brief ready, with sources.
HubSpotNorthgate account brief Connected - Commitments · 1 still openReview
- Spend · Under planOn track
- Contact · Quiet for 3 weeksFollow up
- Commitments1 still openReview
- SpendUnder planOn track
- ContactQuiet for 3 weeksFollow up
- Leads128+16%
- Cost per lead$42Down 8%
- ReportDraft readyReview
- ScaleCompetitor terms+28%
- PauseBroad targetingReview
- TestNew creativeDraft
- OpportunityNew product launchRelevant
- ContactMarketing leadIdentified
- Pitch3 questionsReady
Aisha
Dash, brief me on Northgate before the client call.
Dash
Client brief ready, with sources.
- Commitments: 1 still open
- Spend: Under plan
- Contact: Quiet for 3 weeks
Priya
Approved. Add that update and share the brief here.
Dash
Brief updated with the approved creative and shared in this channel.
✓ Prepared for approval · HubSpotDash
Checking your tools…
InboxAisha
Clients
4 messages · Aisha, Maya, Priya, Dash
AishaTo: Dash · Cc: Maya, PriyaMayaThe open item is the landing page. Creative approved it today.PriyaApproved. Add that update and share the brief here.DashDash is writing a reply…DashTo: Aisha, Maya, PriyaBrief updated with the approved creative and shared in this channel.
Northgate account briefCommitments: 1 still open · Spend: Under plan · Contact: Quiet for 3 weeks Dash, brief me on Northgate before the client call.
Client brief ready, with sources.
Northgate account briefCommitments: 1 still open · Spend: Under plan · Contact: Quiet for 3 weeksApproved. Add that update and share the brief here.
Brief updated with the approved creative and shared in this channel.
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Prepare for client calls
What you promised at the last review, what is open, what they complained about, and who stopped replying.
Aisha
@Dash brief me on the Northgate account before my three o'clock call.
Dash
Northgate account brief
Your brief is ready. Two commitments are still open, the landing page is late, and the client has not replied in three weeks.
Northgate account briefDraft monthly client reports
Assembled across the ad platforms, analytics and the CRM in your format, and held for you before it goes out.
Aisha
@Dash draft the monthly Northgate report in our usual format and hold it.
DashNorthgate monthly report
The monthly report is drafted in your template. Ad spend, conversions and CRM revenue are reconciled. I added the changes to discuss on the call.
Northgate monthly reportAudit campaign performance
What is spending, what is converting and what should be paused, with the numbers behind every call.
Aisha
@Dash audit the Northgate campaigns and tell me what to pause this week.
DashNorthgate campaign audit
Campaign B spent $840 with no leads this week. Campaign A brought in 24 leads at $35 each. I recommend pausing B and reviewing its targeting.
Northgate campaign auditResearch prospects before pitching
Their business, their reviews and who you would be talking to, with every claim linked to its page.
Aisha
@Dash research Northgate Dental before the pitch and link every source.
DashNorthgate pitch brief
The pitch brief is ready: services, recent reviews and decision-makers. Each finding links to its source, with questions to ask in the meeting.
Northgate pitch brief