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Drive Social Media · Account Strategy

Account Desk

Thursday, September 24, 2026 · built 7:04 AM ET · demo data

0Critical
0Urgent
0Waiting
3Meetings

Account health

8 accounts · Sep 14 – Sep 20 · Meta for spend, Marketing Milk for tracking
Spend · 7 days$1,642+4.1% vs Sep 7–13
Clicks2,460+6.3%
Blended CPC$0.67was $0.68
Impressions164K+1.2%
Accounts dark2Gulf Breeze (billing) · Oak & Iron (page access)
Leads · 14 days37Bayside 14, Luna 11, Harbor 9
Critical

Not running

outages, blocked delivery, dark accounts — no delivery is happening

0open

Gulf Breeze HVAC can't deliver: Meta shows the account UNSETTLED after a declined card, going into peak AC-repair season

Meta returned UNSETTLED at 7:01. Last delivery was Sep 21, and the week before spent $286 for 402 clicks. The owner replied to your billing email last night: “Try the card ending 4410, the other one expired.” The outstanding balance has to be paid before ads resume. Adding the new card alone won't clear it.

Meta Ads3 daysGulf Breeze HVAC

Oak & Iron Millwork spent $0 in 7 days: the Facebook Page lost its ad account connection on Sep 16

Campaigns are ACTIVE but delivery stopped Sep 16, the same day the client's office manager changed Page roles. Ads Manager shows “Page not eligible to run ads.” Ask the client to re-grant the Drive Social business access to the Page.

Meta + Slack8 daysOak & Iron Millwork
Urgent

Spending without measurement

live spend with no usable tracking · accounts with no CRM are tagged, not blamed

0open

Summit Roofing spent $412 last week with no leads recorded: the CRM upload to Marketing Milk stopped on Sep 9

The pixel fired yesterday and form fills are showing in Meta, but Marketing Milk has had no upload for 15 days. This is a broken feed, not missing demand. File an analytics request so the next monthly report isn't blank.

Marketing Milk15 daysSummit Roofing Co.

Coastal Marine Service spent $188 with no lead tracking. The client has no CRM, so report calls and clicks instead

This is expected for this account and nothing is broken. $188 for 311 link clicks at $0.60. Lead the next check-in with call volume from the Google Business Profile and landing-page views.

No CRMCoastal Marine Service
Waiting on you

Replies and decisions only you can make

client replies, approvals and teammate asks

0open

Bayside Dental asked twice when the new-patient offer ends, and the second email came yesterday

The office manager, 4:12 PM: “Just following up. Front desk needs to know the end date for the $99 exam special.” The ads currently say “this month.” Confirm the date, then update the ad copy if it changes.

Gmail · client2 daysBayside Dental Studio

Luna Med Spa finalized their creative review: 12 of 15 approved, 3 rejected with reasons

The review site's email came in at 9:40 PM. Rejected: two before/after concepts (“too clinical”) and one Stories version with a cropped logo. Next step: package the 12 approved ads for Marketing Milk.

Gmail · review siteLuna Med Spa

Willow Creek: the photo/video team asked for the updated logo file before Monday's shoot

Posted in the client channel at 3:05 PM. The client emailed the new logo on Sep 18, so it's in your inbox.

SlackWillow Creek Funeral Home

Where the money went

Sep 14 – Sep 20 · Meta ad spend only · total $1,642.00
ClientSpendClicksCPCLast activity
Summit Roofing Co.$412.00436$0.94Sep 23
Bayside Dental Studio$318.50502$0.63Sep 23
Harbor & Pine Auto Care$246.30421$0.59Sep 23
Luna Med Spa$232.20298$0.78Sep 23
Coastal Marine Service$188.00311$0.60Sep 23
Willow Creek Funeral Home$145.00350$0.41Sep 23
Gulf Breeze HVAC$100.00142$0.70Sep 21
Oak & Iron Millwork$0.000—Sep 16

Today's schedule

3 meetings · Bayside sprint at 10:00 hasn't been accepted yet
9:30 – 9:45Team stand-upDaily.
10:00 – 11:00Sprint — Bayside DentalClient hasn't RSVP'd. The offer end-date question is still open (see Waiting).
2:00 – 2:30Summit Roofing — monthly check-inBring the upload-feed fix before this call.