---
title: Account Manager Daily Checklist
type: article
created: '2025-12-12'
updated: '2025-12-12'
source_docs:
- raw/2025-12-12-weekly-call-w-108479355.md
tags:
- account-management
- operations
- best-practices
- client-management
layer: 2
client_source: null
industry_context: null
transferable: true
---

# 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 [[wiki/clients/blue-point/_index|Blue Point]] 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 [[wiki/knowledge/technical/server-health-shared-hosting|Server Health on Shared Hosting]] 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 [[wiki/knowledge/client-management/account-handoff-process|account handoffs]], 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 [[wiki/knowledge/technical/asim-xray|ASIM X-ray]] (when available) to get a centralized view of Google Ads, Search Console, and site health across all accounts.

---

## Quick Reference Card

| Time | Task |
|------|------|
| Morning | Check all client sites for errors |
| Morning | Review task list against retainer scope |
| Morning | Verify automations and campaigns are running |
| Pre-call | Open all relevant tools before the call |
| Pre-call | Review last call's commitments |
| Pre-call | Anticipate top 3–5 client questions |
| Ongoing | Surface issues before clients do |

---

## Related Articles

- [[wiki/knowledge/client-management/account-handoff-process|Account Handoff Process]]
- [[wiki/knowledge/technical/server-health-shared-hosting|Server Health on Shared Hosting]]
- [[wiki/knowledge/technical/asim-xray|ASIM X-ray Internal Tool]]
- [[wiki/clients/blue-point/_index|Blue Point Client]]