What To Bring To Your Monthly Catchup

Getting the most out of your monthly call

Before the call

• Read the report: Even a quick skim. Note anything you don't understand or want to discuss.
• Check your own data: Are you noticing more or fewer enquiries than usual? Your ground-level view often picks up things the data misses.
• Think about upcoming changes: New services, promotions, events, or website changes? Better to tell us in advance.

Things worth raising

• Searches you've noticed yourself appearing or not appearing for
• Competitor activity you've spotted
• Feedback from customers about how they found you
• Any pages or services you want to push harder

What we'll cover

We'll present key numbers, explain what happened and why, confirm what we're doing next month, and ask for any input or approvals needed. The meeting ends with a clear list of next actions on both sides.