Agency reporting checklist for Sales Reps

This is the agency reporting checklist adapted for sales reps. It exists because spending too much time on admin, and the checklist below is the shape that actually survives contact with how sales reps work day to day.

What this checklist is for

Purpose: ship a client report that explains the result, not just dumps the metrics. For sales reps specifically, the value is that it turns a recurring admin task into a 5-minute repeatable artifact. This isn't a generic template - the items below are tuned for sales reps and the tools they actually live in.

The agency reporting checklist (checklist)

• The headline number with cohort context (last week, last month, last year)
• The top three drivers behind the number
• The surprises and the explanation for each
• The next two weeks of planned work
• The asks (budget, scope, decisions)

Adjustments for sales reps

sales reps typically live in . That changes how this checklist runs:

• Pull the inputs from the apps sales reps actually use, not generic SaaS exports.
• Anchor on recent activity in the prospect or company - it's the highest-signal field for this role.
• Skip items that don't apply to your weekly cadence; this is a starting shape, not a contract.

The most common way to mess this up

Dumping screenshots without interpretation - clients don't pay for raw dashboards. For sales reps, this shows up as spending the saved time on more admin instead of higher-leverage work. Build the checklist into your week, not as a one-off.

How Strawberry runs this checklist

Strawberry pulls metrics from GA4, Meta Ads, GSC, HubSpot in parallel and drafts the explanation - your account manager edits, doesn't author. For sales reps, Strawberry uses your live tabs and connected apps - so the checklist is filled with your real context, not a placeholder.

When to use this, when to skip

Use this checklist when the work recurs (weekly, per-prospect, per-meeting). Skip it when the situation is novel and judgment-heavy - the checklist is a baseline, not a substitute for thinking.

Caveats

Strawberry holds back on sending email, updating CRM records, or changing shared systems until a human approves the action. Treat the agent as a fast first-draft author, not an autopilot.