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Client
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Financials opt
Client Info / Questionnaire
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Audience
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Pull live Google Ads data
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Business Profile
Crisis Category
Method Assigned
Monthly Ad Spend
Monthly Revenue
Google Ads Customer ID
Active Channels
Google Ads
Meta Ads
SEO
LSA
Email
Referral
Content
Direct Mail
Internal Notes
Client Report Generator
Full client-facing report — Google Ads pulls automatically, LSA you enter manually
Report Settings
Period
Client Savviness
Tone
LSA Data (Local Services Ads — enter manually)
Additional Context optional