Account Manager Daily Checklist

A structured daily routine for account managers to stay ahead of client issues, avoid surprises on calls, and maintain a high standard of service. These practices emerged from a post-mortem on the ^[1] account, where a HubSpot marketing automation went unmonitored for two months — a failure that damaged client trust and required escalation.

The Core Principle

Account managers should never be surprised on a client call. Everything a client is likely to ask about should already be open, reviewed, and understood before the call begins.

Morning Routine

1. Site Health Check (2 minutes per client)

At the start of each day, visit each client's website and do a quick click-through:

• Is the site loading without errors?
• Are any pages returning 404s or 500s?
• Does the homepage and key landing pages render correctly?

Why it matters: Server-wide issues (e.g., bot traffic spikes causing 500 errors) or site-specific problems (e.g., broken redirects causing 400 errors) can go unnoticed for days if no one is actively checking. See ^[2] for context on how one client's traffic can affect others.

2. Task List Review

Review your active task list for each client:

• What are the deliverables this client is paying for?
• Are all active work streams progressing?
• Is anything overdue or blocked?

Consider keeping a physical or pinned reference of each client's retainer scope — the 5–7 things they're paying for — so nothing falls through the cracks.

3. Automated & Scheduled Work Check

For clients with marketing automation, email sequences, or scheduled campaigns:

• Confirm automations are actively running (not just configured)
• Check enrollment counts and send logs
• Flag anything with zero activity that should have activity

Example failure mode: A HubSpot automation was built in October with a "manually enrolled" trigger. No one checked it. By December, zero emails had sent — and the client discovered this live on a call. The fix took three minutes; the trust damage took much longer to repair.

Pre-Call Preparation

Before any client call, spend 10–15 minutes preparing:

1. Open the relevant tools — CRM, Google Ads, Search Console, analytics — before the call starts. Do not log in while the client is watching.
2. Review recent activity — What changed since the last call? What did you commit to last time?
3. Anticipate their questions — What are the 3–5 things they're most likely to ask about? Have answers ready.
4. Check for red flags — Any metrics down? Any tasks incomplete? Know about it before they do.

A client noticing a problem before you do is a trust-eroding event. A client seeing you already aware of a problem — and working on it — is a trust-building event.

Ongoing Awareness

Know Your Client's Scope

For each client, maintain a clear understanding of:

• What services are included in their retainer
• What tools and platforms they use (CRM, email, ads, etc.)
• What their business goals are (e.g., targeting hardscaping projects, growing commercial accounts)

This is especially important during ^[3], where institutional knowledge is at risk of being lost.

Flag Issues Proactively

If you notice something wrong — a traffic drop, a stalled automation, an unanswered client email — surface it immediately. Do not wait for the client to bring it up.

Use internal tools like ^[4] (when available) to get a centralized view of Google Ads, Search Console, and site health across all accounts.

Quick Reference Card

Related Articles

• ^[5]
• ^[2]
• ^[6]
• ^[7]