Knowledge Base
Case Studies & Playbooks

Playbook: agency workflow for client campaigns

Run client Reddit campaigns with clean separation, auditable order notes, weekly review habits, and reports that show what changed without mixing clients, credits, or campaign goals.

Client separation

Run each client in a separate campaign sheet and separate Profile Auto Voter profile. Shared niches do not justify mixing clients in one profile.

Separate Reddit Leads keywords, competitor names, target subreddits, excluded sources, comment URLs, order IDs, and billing notes by client.

Order notes

Every client-facing result should connect back to an internal order row. Track client name, campaign goal, subreddit, URL, service type, speed, vote count, order status, standing status, and next action.

Use Order History for status, actual delivery, timing, and order IDs. Use Credit History, Balance History, and Invoices when reconciling spend.

Weekly report format

A useful client report has four sections: work completed, links still live, changes observed, and next actions.

Keep internal notes, account details, sensitive order logic, unrelated client spend, and failed experiments out of the client-facing version unless the client specifically needs them.

Cleanup rules

Archive dead URLs and failed angles. Mark removed content clearly so it does not return to the next weekly plan.

Turn repeat winners into client templates, but keep vote count and timing flexible for each new thread.

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