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[Perpetual Traffic Feature] Project Management 101: Tools, Processes, and Habits with Gray MacKenzie

Agency Journey

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Streamline Goals for Client Success

Establishing a singular, clear goal for client engagement is crucial for measuring success effectively. Agencies should focus on one measurable objective, such as ROI or MER, rather than diversifying metrics like ROAS or CPA. This clarity enables agencies to monitor client health efficiently by creating a centralized dashboard to track client goals and performance trends. By categorizing clients based on their progress—whether they are meeting the set goals or showing positive trends—agencies can identify which clients require more attention or intervention, ultimately enhancing overall client management and satisfaction.

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