How to Do MAA (Metrics, Analysis, Action) Like a Pro

As a project manager, virtual assistant, or agency owner, you should always be looking to improve your work and your client’s results. Luckily, there’s a simple blueprint to follow which guarantees success with enough iterations.

Not only that – but you can use the same blueprint for personal efficiency and decision making as a part of our 9 triangles framework.

9 Triangles Framework

It’s called MAA.

MAA stands for metrics, analysis, and action. MAA is a requirement to measure the success of your work and what needs to be done to ensure happy clients and a thriving business.

Each letter is instrumental, since without metrics we can’t have analysis, and without analysis we can’t have action.

In this article, we’ll go through each with examples, show you how to conduct weekly MAA cycles, and why it’s so important to do.

Metrics

We recently onboarded Star Heating & Cooling, an HVAC local service business in Fishers, IN. In the first week, we wanted to show MAA in action and how simply writing out our metrics can point us in the right direction for getting more calls in the door.

Becca’s MAA for Star Heating & Cooling

As you can see, we’ve had 19 booked calls this week. 13 from existing customers, 3 from our GMB, 2 from our website, and 1 from Facebook.

We can then move to analysis. What the metrics tell us is that GMB calls are the primary source for new client acquisition, even above LSA and PPC which are barely getting us any calls at all right now.

And since we’ve only received 3 new customers from GMB this week, we should prioritize getting PPC and LSA ads going for more call volume since their business qualifies for LSA and wasn’t already spending much before.

Therefore, the action for this week should be getting PPC and LSA set up and running for more inbound new customers.

MAA isn’t just for local service businesses, either. Take the example of a recent VA we’ve hired named Asifa. We’ve asked all of our new hires to reflect and write MAA about their performance so far.

Asifa’s Response to our MAA Prompt

Any full time content VA should be writing more than just 5 articles a day, which equals 1.5 hours per article. So understanding the results of work completed (metrics) means we can then move on to analysis.

Asifa’s analysis isn’t wrong per say, but what we’re also looking for is the reason for the existing metrics before we move on to action.

For example, “I wasn’t as familiar with our clients GCT, and therefore moved slower than I should have when writing these articles” is great, since it addresses the underlying concerns for why the metrics are what they are. 

Once we understand the metrics and write an analysis of them, we can then move on to the action. In Asifa’s case, it was to understand more about our process through existing materials and complete more work.

What doesn’t get measured, doesn’t get improved.  Which is why the M in MAA is the center of everything else we discuss for analysis and action.

Analysis

The analysis section of MAA is what everyone gets confused on. Most project managers go from Metrics -> Action and skip this crucial step. But without it, the actual actions which need to be taken are vague.

For example, we recently had American Epoxy, a concrete coating company, reach out to us since they were disappointed with their agency. The lead quality most of these leads were coming from outside of Arizona. Since American Epoxy is based in Tucson, they were frustrated that they were getting form submissions from Texas and Florida.

In response, Dennis Yu and myself joined a call where the client manager acknowledged the out of state leads, and then went into the action they would take to address them.

But wait a moment, how would you know what action to take without analysis on why these leads were out of state?

This is like if you were on a boat taking in water in the middle. Sure, you could grab a bucket and start shoveling water… or you could simply plug in the hole where the water is coming from.

But without analysis, everything is a sinking ship and no-one knows where the water is coming in from.

Take the example of All About Pressure Cleaning, a client of ours in Pompano Beach, Florida. All About recently had a big influx of poor quality calls and folks in South Florida looking for jobs.

Since All About Pressure Cleaning does pressure cleaning and other related services, they were (rightfully) frustrated with folks calling them looking for maids and other unrelated services.

Knowing these metrics and the poor quality of them, here was my analysis.

Our Analysis On Poor Client Metrics

You can see me addressing the obvious problem, why this problem has happened, and the solution, which is to start iterating more on Google PPC ads and remove PMAX campaigns.

But without proper analysis, I could have easily said “Okay, we’re working on it!” and tried a dozen other things. Instead, we got to the root cause and offered a solution based on the existing data.

We would not have found the solution had we not conducted proper analysis of our metrics.

Action

Tying MAA together, we have action. When done properly, this is the easiest step since the analysis leads to an obvious conclusion.

For example, if lead volume is low, we can see why that’s the case in analysis and take action based on it. Just like how if you’re bad at writing content and acknowledge the reason for that being your lack of experience, the answer is to clearly learn and do more.

Or if a client is mad about lack of communication, poor lead quality, or lack of lead volume. The solution is almost always visible once you conduct proper analysis.

You can almost view the action section as a to-do list for the following week before the next MAA cycle. Therefore, there’s always new metrics to iterate from and progress to be made, regardless of the situation.

Why is MAA so important?

Besides fitting into our 9 triangles framework, MAA is your universal compass for decision making. Even though we use it for client success, you can use it for personal efficiency, planning priorities, and making important life decisions.

If you care about making money as an agency owner, MAA can reduce your churn rate an enormous amount, since clients can clearly see progress being made and iteration taking place. The iteration and weekly cycles make it so things don’t get stuck either.

If you care about leveling up your skill set, MAA can make your priorities clear since you know your metrics and have analyzed why things are the way that they are.

If you care about building relationships, you can use MAA as a reason for why people act the way that they do and why.

In short – you can use MAA as your professional decision maker since there’s always logic and flow. As long as MAA is being completed, iteration is happening and we’re moving closer to our goals.

If you’d like to learn more, we have a whole course on how to do MAA, with even more examples and blueprints.

Why Our Follow-Up Sequence Exists — and How It Fits Into the AI Apprentice Program

The weekly MAA (Metrics → Analysis → Action) report is the heartbeat of the AI Apprentice program. It’s the mechanism that ensures apprentices are actually doing the work, learning from the data, and driving real performance for their local service business clients.

When apprentices fail to submit their MAAs, they’re flying blind. And if they’re flying blind, we are flying blind. No coaching, no troubleshooting, no accountability, no progression through the program.

This is exactly why we needed a clear, layered follow-up sequence; one that blends automation, human accountability, and operational discipline.

Jack, as program lead, oversees the standards and expectations. Operations team drives compliance. And the automation is there to make sure nothing slips through the cracks.

This article explains the logic, purpose, and flow of the follow-up sequence so all coaches, staff, and apprentices understand how it works and why it exists.

Why Weekly MAAs Matter

The AI Apprentice program is built on three pillars:

Real clients, real work

Every apprentice operates like a mini-agency. They’re responsible for driving measurable results: phone calls, leads, cost per lead, content production, and ranking improvements.

Structured accountability

The program is not babysitting. It’s an apprenticeship. Apprentices learn by doing, reporting, and iterating.

The weekly MAA is the mechanism that:

  • Tracks KPIs.
  • Surfaces issues (declining calls, rising CPC, broken assets).
  • Shows progress through the Content Factory process:

Demonstrated mastery

Apprentices “graduate” by proving competence, not by waiting out a calendar year.
Their MAAs are the evidence: the logbook of a pilot, the surgical report of a resident, the notebook of a chef.

So when apprentices stop submitting MAAs, the entire apprenticeship model breaks.

The Problem: MAA Compliance Is Low

Most apprentices are not submitting their weekly MAAs.

That triggers two questions:

  • RCA (Root Cause Analysis): Why are they failing?
  • RCF (Root Cause Fix): How do we eliminate the cause, not just patch the symptom?

Automation alone does not solve the problem. Left alone, automated emails get ignored faster than a gym membership reminder.

We need a layered system:
Automation → Human follow-up → Escalation

The Follow-Up Sequence: Logic & Structure

The follow-up system is designed to:

  1. Remind apprentices ahead of time.
  2. Notify them at the deadline.
  3. Escalate when they fail.

Here’s the logic behind each layer.

Phase 1 — Automated Reminders

These reminders exist so humans don’t have to nag.

Purpose: Prevent “I forgot” and train proactive behavior.
Details:

  • Tells them MAA is due Friday.
  • Links directly to the process.
  • Reinforces expectation: “If you’re traveling or unavailable, submit early.”

Phase 2 — Human Follow-Up

Once automation has done its job, the human layer begins.

This is where the operations team comes in.

Why human follow-up matters:

  • People ignore bots, but rarely ignore a real person.
  • Human tone communicates care instead of cold automation.
  • Humans can ask real questions and uncover real barriers.
  • Human contact reinforces the culture: you matter, your work matters.

In trades, apprentices who repeatedly miss required logs or hours don’t advance.
Same here.

Phase 3 — Escalation

If an apprentice misses multiple MAAs, the issue moves beyond operations.

Jack, as program lead, steps in to:

  • Clarify consequences.
  • Re-align expectations with the apprentice and parent (if applicable).
  • Determine whether the apprentice is still a fit for the program.
  • Recommend remediation pathways.

This keeps the program strong and prevents weak links from dragging down the group.

How the Sequence Fits Into the Apprentice Program Culture

The follow-up process reinforces the values the program is built on:

Apprenticeship, not classrooms

You learn by doing, reporting, and improving, not by memorizing.

Accountability, not babysitting

Support exists, but progress requires personal responsibility.

Community learning

Missing MAAs deprives both the apprentice and the group of insights.

Data-driven coaching

We can’t coach what we can’t see.

Preparing apprentices for real agency life

Clients expect updates.
Real marketers live by numbers.
Reporting is not optional.

Closing Thought

Most apprentices who fail to submit MAAs are lost.
The follow-up sequence is our way of pulling them back onto the path.

Automation handles the reminders.
Humans handle the growth.
Leadership handles the standards.

And together, this structure ensures the AI Apprentice program remains what it was designed to be:
A hands-on, accountable, real-world training ground that turns young adults into capable, confident agency operators.