From account exports to a board the desk trusts

A practical sequence we repeat across visibility reviews and weekly briefings for media buying teams.

Hands arranging channel mix printouts on a light conference table
  1. Intake & window lock

    We confirm channels, currencies, and the exact date window. Trading weeks and finance months often disagree; the briefing states which calendar it follows.

  2. Export gathering

    Your team drops read-only exports or finance extracts. We do not take over buying seats. Gaps in weeks are listed, not inventively filled.

  3. Normalization

    Campaign names are mapped to a stable key where possible. Totals are reconciled against the budget lines your stakeholders already recognize.

  4. Board build

    Share of spend, pacing, and week-over-week mix shifts are drawn for the agreed cuts. Annotations stay short enough to read aloud in a standup.

  5. Walkthrough

    Buying leads review the pack with us. Questions about under-pacing or concentration land on the board, then return to the desk that owns the budget.

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