Templates/Weekly performance snapshot

Weekly Marketing Performance Snapshot Template

A short weekly note for paid media clients: five lines the client can read in 30 seconds.

Best for: Paid media clients who like a quick weekly check-in between monthly reports.

The template

Replace anything in [square brackets] with your client’s details.

Subject: [Client name] weekly snapshot: week of [date]

HEADLINE
[One sentence on how the week went.]

THE NUMBERS
- [Key metric 1]: [this week] ([up / down] [x%] on last week)
- [Key metric 2]: [this week] ([up / down] [x%])
- Spend: [amount] of [weekly budget]

WHY
[One or two sentences on the main reason numbers moved.]

WHAT WE ARE DOING
[One or two actions for this week.]

NEEDED FROM YOU
[Anything, or "Nothing this week".]

A filled example

This example uses made-up numbers for illustration.

Subject: Brightside Dental weekly snapshot: week of April 7

HEADLINE
A good week: leads were ahead of the weekly goal and cost per lead came down.

THE NUMBERS
- Leads: 31 (up 24% on last week)
- Cost per lead: $38 (down 7%)
- Spend: $1,180 of $1,200 weekly budget

WHY
The spring offer ad group converted well, and we paused two slower Meta ads on Monday.

WHAT WE ARE DOING
Moving a little more budget to the offer ad group and launching two new Meta ads on Thursday.

NEEDED FROM YOU
Nothing this week.

Tips for using it

  • Keep it to five short lines. A weekly note that grows into a report will stop being read.
  • Always include one line on why, even if it is "too early to say".
  • Use the same format every week so clients know where to look.

Skip the manual part

LedgeSpace pulls the numbers from your connected accounts, brands the report and sends it on schedule, with your commentary on top.

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No credit card required.

Common questions

Should I send weekly reports as well as monthly?

It depends on the client. Paid media clients often like a short weekly note, while SEO clients usually do not need one. Keep it brief so it does not become extra work.

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