30:00
Weekly Performance Sync
Aktiva Fitness
Paid Media Review — Scarlet Petal Automations
📅 Date:
📊 Report Period: Jul 10 – 16, 2026
⏱ Duration: 30 Minutes
📍 Platform: Zoom
📌 Account: Aktiva Fitness — Meta Ads (Win-It-Back Offer)
📍 Markets: North York
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  ·  July 10 – 16, 2026  ·  Campaign: TOF Phase 1 | CBO (Win-It-Back Offer)  ·  Status: ACTIVE  ·  All figures in CAD
Total Spend (Life)
$87.25
CAD · Win-It-Back campaign active
Leads Generated
6
First booking cohort pending · 0 closings
Avg Cost Per Lead
$14.54
CAD · target: <$25.00
Best CTR (Engagement)
3.18%
aktiva ad 5 · baseline ~2%
Total Impressions
3,455
Avg CPM
~$25.25 CAD
Account Status
ACTIVE — Win-It-Back Live
⏱ 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 Rectify Meta ad account payment error — must be active before next Friday. Client Today Done
2 Finalize "4-Month Win Your Money Back Challenge" — iron out pricing and mechanics with Arsh. Agency Wed Done
3 Implement Hormozi "Fast Cash" Playbook — pre-pay offers to current 45 members while ads are down. Client Friday Open
4 Schedule first Bi-weekly BBQ Facility Tour — replace aggressive calling strategy with group events. Client Saturday Open
5 Factory Outreach: Map and walk the 5 nearest North York industrial businesses with a 1-page flyer for the Challenge. Client Next Mon Open
6 Pause underperforming ads (Lat pull down coaching, builtbybritnewrev) to optimize budget. Agency Today Open
7 Follow up with the 6 new leads using the BBQ tour invitation script. Client Monday 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