30:00
Weekly Performance Sync
Aktiva Fitness
Paid Media Review — Scarlet Petal Automations
📅 Date:
📊 Report Period: Jun 19 – 25, 2026
⏱ Duration: 30 Minutes
📍 Platform: Zoom
📌 Account: Aktiva Fitness — Meta Ads
📍 Markets: Richmond & Vaughan
01 Performance recap — last 7 days
02 What's working & what's not
03 Optimization opportunities
04 This week's action plan
05 Questions & next steps
PRE-CALL

Preparation Checklist

Internal Only
Pulled last 7 days from Ads Manager
Identified headline metric (CPL / ROAS / Leads)
Top performing campaign noted
Worst performing campaign noted
Week-over-week trend assessed
Reviewed last week's action items
All previous action items completed
Client Slack/emails reviewed
Screen share ready (this deck open)
Recording started (if consented)
⏱ 0:00 – 2:00  ·  Phase 1

Open & Warm Up

2 Minutes
"Hey [First Name]! Great to connect. Before we dive in — how are you doing this week?"
→ Allow 30–60 seconds. Then pivot hard:
"Awesome. Alright, I've got some good things to walk you through today. We're going to cover what happened this week, what we're seeing, and I want to talk about [TOPIC] that I think could be a real unlock for you. Let's get into it."
✅  Energy is high — you set the tone
✅  Genuine, not performative
✅  Transition sharply — don't drift in small talk
✅  Clients read confidence in first 90 seconds
❌  Don't open with bad news cold
❌  Don't skip the human moment entirely
⏱ 2:00 – 10:00  ·  Phase 2

Performance Recap

8 Minutes
📊 AKTIVA FITNESS  ·  Jun 19–25, 2026  ·  Campaign: TOF Phase 1 | Open Targeting CBO | Leads  ·  Markets: Richmond & Vaughan  ·  All figures in CAD
Total Spend (Week)
$40.55
CAD · vs last week: edit
Leads Generated
1
Campaign launched Jun 22 — early data
Cost Per Lead
$2.72
CAD · target: edit
Best CTR (Top Ad)
5.88%
irwinfinal.mov · benchmark: ~2%
Total Impressions
1,044
Avg CPM (Active Ads)
~$37–$42 CAD
Active Ads / Total Ads
6 active / 17 total
⏱ 10:00 – 17:00  ·  Phase 3

Analysis & Optimization

7 Minutes
⏱ 17:00 – 24:00  ·  Phase 4

This Week's Action Plan

7 Minutes
# Action Item Owner Deadline Status
1 Consolidate budget behind bobbycontentdayVID3 — increase daily budget allocation to this ad. It's our only confirmed lead at $2.72 CAD CPL. Agency Today Open
2 Pause all 11 inactive / not-delivering ads to reduce ad set fragmentation and let the algorithm optimize around our 2 proven creatives. Agency Today Open
3 Audit the landing page / lead form for irwinfinal.mov traffic — 5.88% CTR with 0 leads means post-click drop-off. Simplify form, test new CTA copy. Agency Wed Open
4 Follow up with the 1 confirmed lead — confirm SMS verification received and lead is being nurtured through the pipeline. Client Today Open
5 Review lead quality — did the lead book a consultation? Are they a fit? Feedback shapes next creative brief. Client Thu Open
⏱ 24:00 – 27:00  ·  Phase 5

Strategic Expansion

3 Minutes
Client mentioned new product / service
Client asked "could we do X?"
MoM performance is strong & stable
Positive feedback in Slack / email
Client hinted at bigger budget
"One thing I've been thinking about — we've got [X campaign] really dialed in. I think there's a real opportunity to [expand / launch / test]. This isn't something we need to decide today, but it's worth putting on our radar. Want me to put together a quick breakdown?"
Only expand if the client is happy and the account is performing. A struggling account needs a turnaround plan, not an upsell.
⏱ 27:00 – 30:00  ·  Phase 6

Close & Send-Off

3 Minutes
01  Summarize in one sentence
02  Open the floor for questions
03  Confirm next call time
04  High-energy send-off
Recap email sent within 60 min
CRM notes logged (sentiment + actions)
Next call confirmed in calendar
Recording saved and tagged
Any churn flags escalated
INTERNAL

Call Notes & Debrief

Internal Only
Disengagement / short answers
ROI doubt ("not sure this is working")
Agency comparison mentioned
Budget reduction hint
Communication frustration
Missed deliverable mentioned