Account Review Checklist

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To efficiently submit account review checklists, follow this step-by-step process to ensure you cover all necessary aspects within a dedicated time block.

Account Review Process

1. Prepare for Account Reviews:
   • Set a dedicated time block on your calendar (e.g., 11:00 AM to 12:00 PM).
   • Ensure no distractions (e.g., no Slack, no side chats).
2. Open Necessary Windows:
   • Pull up the required account for review.
   • Open multiple tabs as needed for different sections of the review process.
3. Review Check-in Email:
   • Copy the check-in email.
   • Jump to the form and paste it in.
   • Search for the company on Indeed, if applicable.
   • Refresh tabs to ensure all information is current.
4. View Public Job Posting:
   • Check the public job posting to ensure no AI or unusual changes.
   • Note any significant changes or issues for later review.
5. Analyze Ad Spend:
   • Open the ad spend report.
   • Review the four-week rolling ad spend and monthly budget utilization.
   • Note if the budget is maxed out or if there are discrepancies.
6. Briefly Skim Performance Metrics:
   • Look at click-through rates, apply starts, and other key metrics.
   • Note if the performance is below standard benchmarks.
7. Check Scheduled Interviews:
   • Open the account management view and check the dashboard links.
   • Verify upcoming interview schedules and ensure no overlaps.
8. Record Observations and Recommendations:
   • Note any high-priority items or discrepancies.
   • Make recommendations for improvements based on observations.
   • Ensure all updates are captured in the account management system.
9. Submit the Review:
   • Double-check all entered data for accuracy.
   • Submit the review checklist.
   • Set reminders to follow up on any pending actions or recommendations.

Example Workflow:

1. Preparation:
   • Time block: 11:00 AM – 12:00 PM.
   • Open tabs: check-in email, job posting, ad spend report, performance metrics, interview schedule.
2. Execution:
   • Copy and paste check-in email.
   • Refresh job posting and ad spend report.
   • Review and note any discrepancies or issues.
3. Recording and Submitting:
   • Record observations in the account management system.
   • Submit the review.
   • Schedule follow-ups if necessary.

By following these steps, you ensure a thorough and efficient review process, capturing all essential information and making necessary recommendations. This structured approach helps maintain consistency and accuracy in your account reviews.