Jonnamae - I shared a doc with you here . The first step is to go into this spreadsheet and collect the best notes Shane has made on all different situations of the reports. When the lead cost goes up, when it goes down, etc. Go through 150 or so monthly reports and try to find the different variations of how he reported on something.

This will probably be a good job for Kristabel. Try to remove specific details that deal with month, a name of the campaign, etc. We are just looking for common responses made on the reports. Try to categorize what they are. That way we can organize them. Do this on "Shanes Canned Responses" tab You can find some of these sent out at the support@medstarmedia.com account or chris@medstarmedia.com - search for the name shane.quast or shane +"monthly google ads report" or "shane" + "Monthly Google Ads and Facebook Reports"

Hector once you see all these responses I want you to organize them into the first official tab. Hector if you get a chance perhaps you can go into column a and list some topics we want to dicuss in all reports like (1. Low impression share = need to raise budget 2. Improved conversions. 3. Decline in coversions. 4. Cost Per click goes up. 5. CPA:Cost Per Lead went down.  etc. 

Here are some examples. Some are too client specific try to remove specific details so we can use as a template. Example: Instead of "Traffic was much more expensive in May than April. The average cost per click increased 27% month/month" Traffic was much more expensive last month than the previous month.  The average cost per click increased X this month. 

 

 

Facebook Account Summary:

(Spent / Conversions / CPA)

$11,352.57 / 349 / $32.53

 

Notes on Facebook: