When a practice is investing meaningfully in paid media, we want to be in the loop on what it is producing. Not to grade. To help. The faster SGA can see what is working, the faster we can pour resources into it (or fix it) with you.
SGA is not auditing your marketing. We are operating alongside you. You already have this data in your ad platforms and your CRM. Routing a copy of it to SGA every week lets us spot what is working across 260 practices, flag a problem before it costs you a month, and direct capital and operating help to the practices that need it.
What works at one SGA practice often works at others. We cannot transfer those wins if we cannot see them.
If conversion drops or pacing slips, we want to know in days, not at the end of the quarter when the spend is already gone.
The practices producing the strongest funnel get more budget, more tools, and more team support. That decision is hard to make blind.
Any CRM, any ad platform. Format is flexible (a screenshot, a Looker board, a Sheet, a Sunday email). What matters is the numbers, not the tooling.
Reporting is a two-way trade. When the numbers come in, here is what flows back to the practice.
By Monday end-of-day, the prior week is in (channel performance + funnel). Any reporting format works.
Growth Team responds with what we see, what looks healthy, and one or two things worth a closer look.
Practice lead, agency (if any), and SGA Growth on one call. Pacing, campaign decisions, budget moves for the next month.