Working with us · Reports

Reading your monthly report.

Ten minutes to read. No call needed.

When Six sections Red numbers Glossary What we need Questions

When it arrives

Not there by the end of the first week? Check last month's thread, then email Stephen with "report" in the subject.

The six sections

  1. Executive summary. The conclusion. Read this if nothing else.
  2. KPIs vs targets. Tick on track, warning needs attention, cross off track.
  3. Work completed. Everything that ran, mapped to your Schedule A.
  4. Key wins. What to do more of.
  5. Issues and blockers. Every red mark explained, and anything waiting on you.
  6. Next month. Three to five priorities. Silence means we go ahead.

Which period, and why red

The six terms people ask about

Ads Manager vs your CRM

They count different things. The CRM counts real people; Ads Manager counts what it can attribute. We lead with the number we can prove.

Want in-store or phone sales in the report? Send the month's totals by the 5th. Budget steps are on Scope.

What we need back

Ask on the thread

Reply on the report thread→Quote the number→Stephen answers in writing

A review call only if your Schedule A includes one. Ask for it in the same reply.

When a month is down

  1. We say so in section 1.
  2. Section 5 names the cause: ours, the market's or waiting on you.
  3. Section 6 lists the fixes and when they should show.
  4. We ask you for the one thing that helps most.

Two months off target with the causes fixed: we rethink the plan together.

Common questions

All report questions

Stuck? Email stephen@thegrowthbully.com with a screenshot of the whole window.