Everything you need to get up to speed on both accounts, from daily responsibilities to the tools and workflows that keep things running.
Click any section to jump directly to it.
You will be managing two accounts. Here is a snapshot of each client, what they do, and the key details you need to know.
Here is a breakdown of what Janz was responsible for across both accounts. These are the day-to-day tasks you will own going forward.
Here is the full scope of what Melleka Marketing delivers for each client on an ongoing basis. This is what the client expects from us.
These are the primary platforms you will be working in across both accounts. Make sure you have access to each one.
CRM, automations, pipelines, lead management
Search, display, and PMax campaign management
Facebook & Instagram ad campaigns
Live performance dashboards and reporting
Lead forms, applications, intake forms
Website content, pages, blog posts
Workflow automation, integrations
Email deliverability, transactional emails
Internal team communication
Confirm you have login credentials or access to every platform listed above before your first week. If anything is missing, flag it in Slack immediately so we can get you set up.
Each client has a Looker Studio dashboard for monitoring campaign performance and KPIs. These should be checked regularly, especially before client meetings and when preparing weekly reports.
Tracks Google Ads, Meta Ads, and lead performance across all campaigns. Review before every client call and when compiling weekly reports.
Open DashboardCovers ad performance, lead volume, and key staffing metrics. Use this to monitor campaign health and identify trends week over week.
Open DashboardReview dashboards at minimum once per week (before compiling the weekly report). Also check them whenever a client asks about performance, and before any scheduled client meeting or call.
These are the recurring workflows you will follow. Consistency is critical for keeping both accounts healthy and clients confident in our work.
Pull data from the Looker Studio dashboards and ad platforms. Compile a clear summary of spend, leads, and key metrics. Deliver to the client on the same day each week.
Review Google Ads and Meta Ads campaigns regularly. Monitor budgets, add negative keywords, test new creatives, and flag any anomalies (sudden spend spikes, low CTR, high CPA).
Each client requires 10 blog posts per month. Research keywords, write optimized content, and publish through WordPress. Run the site audit tool monthly and fix any flagged errors.
For Global Guard: manage the CRM pipeline, ensure leads are distributed correctly, and QA automations. For Unleash: track lead quality and ensure SMS/email workflows are firing properly.
Monitor both client websites for bugs, broken links, and content updates. For Global Guard, manage Jotform lead forms. For Unleash, report and track bug fixes.
Review ad creatives, blog content, and landing page copy before publishing. Ensure everything aligns with the client's brand voice and goals.
How we communicate internally and what is expected of you.
All internal communication runs through Slack. You are expected to be available and responsive during work hours. When a team member or manager reaches out, respond quickly. If you are working on something, a brief acknowledgment goes a long way. We move fast, and clear communication keeps everything running smoothly.
Aim to respond to Slack messages within a few minutes during work hours. If something requires a longer answer, acknowledge the message immediately and follow up with details as soon as possible. Clients and team members rely on quick turnaround.
There is one active project that needs your attention right away.
The first version of the redesigned Global Guard Insurance website is live on the staging environment. We need your feedback on the design, content, and layout so we can begin revisions and move toward launch.
Review Staging SiteReview the staging site thoroughly. Note any feedback on visual design, content accuracy, page structure, mobile responsiveness, and overall layout. Document your notes and share them in Slack so the team can begin revisions.
This guide covers everything you need to hit the ground running on both accounts. If you have questions, drop them in Slack. We are here to help.