A monthly Core Web Vitals review is a meeting with artefacts, not a vibe check. The checklist below is what we expect account teams to bring when performance is part of the retainer.
Before the meeting
- Export or open the dated history for the pinned templates (home, key listing, product/article, checkout/lead).
- Note lab trends for LCP, INP, and CLS over the period; keep CrUX on a separate slide or section when available.
- List releases, tag changes, and campaigns that landed in the window.
- Pick one regression and one win with URLs and dates, not ten orange scores with no story.
In the meeting
Lead with the money page that moved. Say which clock you are showing. Agree owners for the next fix (dev, SEO, media, vendor tag). Avoid turning the hour into a tour of every URL in the account; that is how reviews die.
After the meeting
Send a short PDF or white-label pack with the same charts you showed, plus the open actions. If you reconstructed everything from ad-hoc GTmetrix runs, the pack took too long. Scheduled monitoring should make the pack a filter-and-narrate job, not a scavenger hunt.
Open templates on GitHub
Fork these Apogee repos when you want a copy-paste SOP instead of reinventing the monthly pack:
- core-web-vitals-checklists — index of all CWV templates
- monthly-performance-review-template — agency monthly review structure
- client-cwv-report-outline — client-ready report outline
- performance-review-meeting-agenda — timeboxed meeting agenda
- cwv-monitoring-checklist — monitoring SOP checklist