Method
From account exports to a board the desk trusts
A practical sequence we repeat across visibility reviews and weekly briefings for media buying teams.
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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.
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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.
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Normalization
Campaign names are mapped to a stable key where possible. Totals are reconciled against the budget lines your stakeholders already recognize.
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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.
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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.
Ready to put this sequence on your next planning window?