Last Updated: August 27, 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
  Folder setup, kickoff emails, and recap templates.
• Client Workflows
  Weekly performance notes and performance tracking sheets.
• Offers & UGC
  Crafting irresistible offers and the 10X ROAS UGC package.
• Landing Pages
  The full 17-step landing page production process.
• Performance Marketing Brief
  Strategic deep-dive into every new client.

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