How To Create a B2B Google Ads Optimization Workflow [+Free Template]

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Silvio Perez
Founder @AdConversion

Hey there, B2B Marketer. If you don’t have a well-structured optimization workflow, managing just a handful of Google Ads accounts can be a struggle (been there, done that 😅)

In this article, I’ll walk you through the Google Ads Optimization Workflow template, the exact process I used to go from barely managing five Google Ads accounts to easily managing 30+  🚀

TABLE OF CONTENTS

Why You Need a Google Ads Optimization Workflow Process

Without a consistent approach, managing Google Ads can feel chaotic. You may get lost in metrics that don’t matter or, worse, miss out on key optimizations that could boost your profitability.

I developed the Google Ads Optimization Workflow Template to help me stay organized and focus on impactful daily, weekly, monthly, and quarterly optimization tasks.

👉 Grab your free copy of the template in Module 2, Lesson 1 from the B2B Google Ads 102 - How To Convert Clicks Into Profit course.

Google Ads optimization workflow checklist with daily, weekly, monthly, and quarterly tasks, showing status and due dates.

If you follow this approach, you’ll find yourself in control of your accounts, not the other way around.

Now let’s dive deep into the tasks by timeframes ⏰

Daily Google Ads Optimizations

Daily optimizations are essential for ensuring that your accounts are running smoothly. It’s your first line of defense against overspending and wasted ad spending.

Each day, you should:

1. Review your budget pacing

This way, you’ll ensure that you are not overspending or underspending.

2. Check for irrelevant search terms in the Search Terms Report

You want to add any irrelevant negative keywords. So every single day, you should review your search terms report and compare your search terms to your keywords to find the irrelevant ones and add them to your negative list.

3. Adjust bids as needed

If you’re using manual bidding, make sure to adjust your bids accordingly to get visibility.

If you’re using something like maximize clicks with a bid cap, make sure that you take a look at your average cost per click in relation to your bid cap. If you notice that your average cost per click is really close to your bid cap, you could be throttling yourself.

Google Ads interface showing ad group details for a search campaign, including CPC bid settings for google Ads optimization

If you’re using Target CPA bidding, ensure that the CPA amount you set is large enough to get enough deliverability. I recommend increasing it by 20% if you notice you’re not spending your budget.

Pro Tip: Setting up Google Calendar reminders can be helpful, and something that I always tell my team that manages client accounts internally at our agency is to block an hour on their calendars every single day to go through their accounts and optimize them. We call it “optimization power hour”. ⚡️
Google Calendar event setup for daily ‘Optimization Power Hour’ focused on Google Ads optimization tasks and campaign reviews.

By doing that, you will be proactive, and you’re going to catch things much sooner before they become potential fires.

Weekly Google Ads Optimizations

Weekly optimizations allow you to step back and review broader trends instead of getting caught up in the day-to-day fluctuations.

Instead of getting caught up in the day-to-day fluctuations, here you should:

1. Review weekly performance trends (visibility, cost, volume)

Every week you should look at search impression share, search lost to rank, search lost to budget, and search top impression share.

Google Ads metrics report displaying impression share, lost impressions due to rank, and budget losses for optimization

You also want to look at how much you have spent, your cost per conversion, your cost per custom conversion, meaning the cost per SQL, converted user, or whatever that KPI is that you’re measured against.

Google Ads campaign report table showing cost, conversions, cost per conversion, and offline MQL for a google ads optimization.

You will also want to look at volume. How many conversions are you getting? Is it trending up? Is it trending down? These are the things to keep an eye on every week.

Another thing you can do is check the charts in Google Ads to map different metrics and quickly see the trend of search impression share with this graph 👇

Google Ads performance graph comparing search impression share and conversions over time for better Google Ads optimization.

🚨Important: When you’re optimizing and looking at things weekly, don’t freak out if you see changes like 25% down search impression share. But if you see it happen consistently for two or three weeks in a row, then there’s definitely something that you need to make a decision about.

Lastly, breaking down your campaigns by themes like brand, non-brand, and competitive will help you to quickly identify underperforming segments and reallocate your budget where it will be most effective.

This will make the optimization process much more manageable.

2. Pause underperforming keywords

Pausing underperforming keywords is an opportunity to give more budget to the keywords with good performance.

You can quickly go to the keyword section in your account and filter by conversions to see which keywords have no conversions. Then, you can sort by cost and understand which ones are hemorrhaging the most budget and can be paused.

Google Ads keyword filter applied to display keywords with zero conversions, aiding in keyword analysis for Google Ads optimization

3. Add new relevant keywords

When you check the Search Terms report, there are certain search terms that can make sense to add to your campaign as keywords.

You can also go to the Google Ads Keyword Planner and find net new keywords that you might not be covering. This is an opportunity to expand your scope and reach, and it’s a good best practice to get into the habit.

Google Keyword Planner results for ‘LinkedIn ads agency,’ showcasing keyword volume, trends, and competition insights

4. Pause underperforming ads and add new ads to replace underperformers (<5% CTR)

Pausing underperforming ads is as simple as going to the ad section in your account and then pausing any ads that are not performing anymore.

So if you notice you have some underperformers, ideally anything less than a 5% click-through rate (but always compare it with your average performance), it’s time to shut off the underperforming ad and add a new ad into the mix.

This way you can continually improve your overall click-through rate performance to help boost your expected click-through rate and improve your quality score.

Monthly & Quarterly Google Ads Optimizations

Monthly and quarterly tasks focus on more strategic, higher-level adjustments.

Monthly Optimizations

It’s crucial to ensure that your campaign settings, quality score, and budget allocation align with your overall goals and haven’t been altered unintentionally. 

This is also the time to assess the impact of your Google Ads efforts on your sales pipeline and to make necessary changes.

So at the end of each month, you should:

👉 Audit campaign settings (networks, bidding, location options)

This step is crucial if you manage multiple campaigns or accounts. 

It’s important to double-check if you’re targeting the right network and don’t have display and search combined together.

You want to make sure your bids haven’t been updated by accident, or God forbid, you have the auto recommendations still turned on, and they’re automatically updating your bids without your consent. 💀

You also want to ensure that your location options are set to “presence” and that people are actually in your target location or regularly in, not people who are potentially in other areas and are interested in that location.

Google Ads campaign settings view showing network, location, budget, and bidding strategy

👉  Review month-over-month pipeline impact from Google Ads

We’re running ads to generate revenue, and revenue comes from initially having pipeline.

So you need a dashboard to track the performance month-over-month and connect your activity to revenue.

It can be as simple as having a report on a spreadsheet where you can see the evolution of your KPIs every month. You can create one from scratch or search for a template on the internet.

Pro tip: Check out our free Building a Paid Media Program course (Module 3, Lesson 2) to learn how to build an automated dashboard for less than $200/month using Google Sheets + a connector like Dataslayer or Supermetrics.
Performance dashboard overview showing lead, pipeline, and revenue metrics by platform

👉  Review performance by campaign theme (visibility, cost, volume)

The same analysis we discussed in the weekly optimizations above should be done on a monthly basis too.

How much are you spending per theme? What is your cost per conversion? What is your conversion rate? And what are the volumes?

Are you driving more volume in a certain theme versus another? Should you move the budget around?

These are the questions you should answer here.

👉  Review quality score (ad relevance, landing page experience, expected CTR)

How is your quality score by campaign theme? Is it increasing or decreasing month-over-month? 

Ideally, you should aim for a quality score of 7 or above. If it’s lower than that, optimizing your ad relevance, expected CTR and landing page experience will improve things.

Check out this Quality Score Guide to learn the 80/20 of what you need to know about quality score to improve it.

Google Ads quality score report showing ratings for ad relevance, landing page experience, and expected CTR for optimization.

👉  Review geographic performance and budget allocation

Here you want to go ahead and see how the campaigns you’re targeting in each region are performing so you can make the necessary adjustments.

Google Ads campaign performance table highlighting APAC region with higher conversions and lower cost per conversion for optimization insights.

I also recommend checking the Locations report to have a granular view of how each country grouped into a region is performing. 

By doing this, you can find opportunities for new campaigns targeting a single country if it has a good performance and the campaign is limited by budget, or excluding low-performing countries to free up some budget for the top performers. 

Location report in Google Ads showing conversion metrics for targeted locations including the United States and Canada, aiding in optimization.

👉  Review device performance and budget allocation

In B2B, desktop usually performs better than mobile and tablet, so if you’re targeting all devices you can find opportunities to maximize conversions by breaking out the campaigns into different devices.

Device performance report in Google Ads displaying conversions, cost per conversion, and average CPC across computers, mobile phones, and tablets.

👉  Review keyword/match type performance and budget allocation

Are there certain keywords that are doing better for you than others? Certain match types? All of these are insights that will help you optimize your Google Ads campaigns. 

Google Ads keyword match type report showcasing conversions and cost per conversion, with a focus on phrase match performance for optimization.

👉  Review landing page performance and experiments

How are your landing pages performing? Are you running experiments? If you're not, that's definitely an opportunity. 

Google Ads landing page report with conversion metrics and average CPC, helping identify high-performing pages for optimization.

👉  Implement new campaign experiments

If you’re not testing new experiments, this is a massive opportunity to improve performance, and you can run experiments easily in Google Ads with their campaign experiments tool. 

Google Ads experiments dashboard suggesting new tests like broad match keywords for better ROI in Google Ads

Quarterly Optimizations

Every quarter, take time to conduct a competitor analysis and review your goals. It’s a great practice to see what new ads and keywords your competitors are using, giving you inspiration and helping you stay ahead in the market. 

Pro tip: The channel ad libraries are great resources for competitor research. Check out these 10 tips for free competitor research using them.

This periodic check-in will ensure that your optimizations are aligned with your business objectives, providing a clear path for growth 🙌

Stay organized with the Google Ads Optimization Workflow template

If you get your free copy of our Google Ads Optimization Template, you’ll notice that we have daily, weekly, monthly, and quarterly tasks discussed above on the template. 

Google Ads optimization checklist categorizing tasks into daily, weekly, monthly, and quarterly activities for improved campaign performance.

The way this template works is very simple. We have our tasks on the left, the task title, and the different timeframes. There’s also a space for you to take notes while optimizing your account.

Then you can change the status of each task, so you and your team will know if a task is done or if it’s in progress, as well as define the task owner.

Google Ads task management table displaying status, tutorial links, task owners, and due dates for structured optimization planning.

There are also some formulas where, based on the timeframe, the due date will automatically update. So for example, if you set the Last Complete date of a daily task as 2/2/24, it’ll automatically say the due date for that task is 2/3/2024.

In addition, if you do the same thing for a weekly task, it will add seven days to the due date, and now it will say 2/9/2024.

Lastly, you’ll also find all the different tutorials covered in this guide linked to each task. The goal of these tutorials is to show you how to do each step so you can use this as a reference. 

Google Ads task table with status indicators and video tutorials, showing a comprehensive plan for step-by-step campaign optimization.

By implementing these daily, weekly, and monthly optimizations, you’ll stay ahead of potential issues and make data-driven adjustments that boost your account performance.

I hope this guide helps you to manage your accounts efficiently 🙌

If you have any questions, feel free to connect with me on LinkedIn. 

From Clicks to Conversions: Master Google Ads for B2B 🔥

If you want to become a Google Ads pro, check out our free B2B Google Ads courses, where you'll learn how to launch, optimize, and scale your campaigns to drive pipeline and revenue.

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🎯 Google Ads 102 - How to Clicks Into Profit

  • Visibility: How To Find the Hole Sucking Profits
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  • Troubleshooting: How To Solve Inevitable Problems

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Silvio Perez
Founder @AdConversion
Want to level up your B2B advertising skill set?
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