Last Updated: May 20, 2026

Account Management

Everything an AM, GS, or PM needs to run a client engagement end-to-end — from kickoff to offboarding.

In this section

Client Onboarding

• Client Folder Organization
• Create New Client Drive Folder
• Kickoff Email Example
• Kickoff Recap Email Example

Offers & UGC

• Crafting An Irresistible Offer — fully migrated
• 10X ROAS UGC Package — fully migrated

Landing Pages

• Production Process — fully migrated, full 17-step process

Performance Marketing Brief

Strategic deep-dive into every new client — formatting, ChatGPT prompts, best practices.

Client Workflows

• Weekly Performance Notes — fully migrated
• Performance Tracking Sheets

Coming in future phases

• Bi-weekly strategy meetings
• Internal client meetings
• Client access guides (Meta, Google, Axon, Shopify, etc.)
• Client resource docs
• Client offboarding
• Post-mortem meeting agenda