Growth changes everything about how an agency operates. What once worked for five accounts starts to strain under fifty.

Reports take longer, audits feel heavier, and your best people spend their days managing processes instead of improving performance.

Optmyzr was built for this stage: the point where growth demands structure.

It helps agencies create consistency, automate repetitive PPC tasks, and keep control as they scale.

Here are six ways to bring that discipline into your workflows to streamline operations, improve PPC performance, and scale your agency profitably.

1. Automate account setup and PPC Audits

We know what you’re thinking: “When we take on a new client account, I want my team to audit it thoroughly and launch campaigns quickly, so we can deliver value fast without stretching our bandwidth.”

That first week is where cracks appear.

Account managers juggle logins, spreadsheets, and years of history.

Each has their own process, so quality varies and it takes longer to give clients their first win.

The Struggle without Optmyzr

• Audits take hours, and every account manager defines “done” differently.
• Reporting is cobbled together manually, missing key insights.
• Teams lose time on setup instead of strategy.

How Optmyzr fits in

Identify and fix issues with PPC Account Audit

The PPC Account Audit Tool provides a 0–100 scorecard—green, yellow, or red —to indicate what’s working and what needs attention.

The built-in AI summary further highlights top strengths and quick wins, so your team knows exactly where to focus first.

Download or schedule these reports for weekly delivery and replace hours of spreadsheet work with a data-backed overview anyone can interpret.

Standardize and scale your processes with Account Blueprints

When a new account comes on board, it’s critical to ensure everybody follows the same process.

With Account Blueprints, you can map out your agency’s workflow: from first audit to launch to reporting, assign tasks, and set frequencies

Whether you use a ready-made template or build your own using AI, it keeps everyone aligned and accountable.

Launch campaigns faster with Rapid Campaign Launcher

Building new campaigns doesn’t have to feel like Groundhog Day. With the Rapid Campaign Launcher, you can create one master template, define structure, naming, and bidding, and roll it out across multiple accounts in minutes.

It’s especially powerful for multi-brand or franchise clients where consistency matters just as much as speed.

Together, these tools form an integrated workflow:

• The PPC Account Audit reveals what needs attention first.
• The Rapid Campaign Launcher builds campaigns quickly and accurately.
• The Account Blueprints make sure every account follows the same best practices.

That kind of structure doesn’t just look good on paper, it works in the wild.

Driva, an Australian fintech, built its PPC management around Optmyzr’s Blueprints and Rule Engine. What used to take hours now runs like clockwork, giving them a 40% lift in ad spend and a clear improvement in performance across campaigns.

2. Eliminate wasted spend and improve budget control

Managing budgets across multiple platforms is one of the most stressful parts of running an agency. Even a single missed optimization, a keyword that overspends, a placement that drains budget, a campaign that doesn’t pace correctly, can eat into client ROI and your margins.

The Struggle without Optmyzr

• Budget pacing requires constant manual checks and spreadsheets.
• Irrelevant placements or keywords quietly drain spend before they’re noticed.
• Teams spend hours toggling between accounts just to verify spend limits.
• Scaling feels risky, as more clients mean more chances to miss something.
• For senior leads, every overspend can mean difficult client conversations, lost trust, and tighter profit margins, making proactive control critical.

How Optmyzr Fits In

Take control with the Rule Engine

The Rule Engine runs on simple if–then logic, the same way you think about optimizations in your head. You set the conditions (“if CPA is 40% above target”) and the action (“then pause the keyword”).

You can start with pre-built rules for common scenarios or create your own to fit each client’s strategy. It’s like turning your team’s best instincts into automated guardrails that run every day: consistently, accurately, and without needing to check every account manually.

With this tool you can:

• Automatically pause underperforming keywords or placements.
• Reallocate budget where performance peaks.
• Flag anomalies before they become problems.
• Scale proven strategies across accounts with templates that fit your logic, not someone else’s.

Mabo, a multi-award-winning PPC agency in the UK, used Optmyzr’s Rule Engine and Shopping Campaign tools to bring automation and precision together.

Building account-specific strategies instead of one-size-fits-all scripts, helped them cut account management hours by 56%, run A/B tests 36% faster, and speed up bid management by 42%.

Get complete visibility across budgets

When you’re managing multiple clients or brands, budget control can become difficult.

Optmyzr’s Optimize Budgets- Multi-Account Portfolio tool gives you a single dashboard to see where every dollar is going, across Google, Microsoft, and Meta.

You can rebalance spend between accounts, prioritize high performers, and even pause budget groups automatically when they hit their targets.

Pair that with Spend Projection, and you get a forecast you can trust.

It looks at real performance patterns to predict where spend will land by month-end, helping you spot underspending accounts early and smooth out pacing before it becomes a problem.

3. Streamline account management with proactive alerts

“As our client list grows, I need my team to spot issues faster and act on them before clients do, without spending hours inside every account.”

It’s one of the hardest challenges for scaling agencies: staying proactive when you’re managing dozens of campaigns across Google, Microsoft, and Meta.

Small issues, like a keyword that stops converting or a campaign that overspends overnight, can go unnoticed simply because no one has the time for manual monitoring.

The struggle without Optmyzr

• Managers waste time switching between dashboards, trying to identify which accounts need attention.
• Performance issues go unnoticed until a client mentions them.
• Deep analysis gets pushed aside for urgent firefighting.
• Every account feels like a silo, and quality control becomes reactive instead of proactive. Without a standardized system, you’re reacting to flagged issues rather than preventing them.

How Optmyzr fits in

At scale, manual monitoring just doesn’t cut it. What you need is a system that watches for you, one that catches the shifts before they become surprises.

That’s exactly what Optmyzr’s alert system is built for. It keeps your team informed, not overwhelmed.

Here’s how it works:

• KPI Alerts keep a pulse on what matters most: conversions, CTR, ROAS, or any key metric. You set the thresholds, and Optmyzr flags changes quickly when performance moves off track.
• Budget Alerts watch pacing across accounts or portfolios, notifying you when spend goes off target, even pausing or re-enabling campaigns automatically.
• Anomaly Alerts act like an extra pair of eyes, catching sudden shifts in cost, clicks, or feed health before they turn into real problems.
• Account Health & QA Monitoring: Automated audits, structure checks and quality-score tracking help your team spot issues such as disapproved ads, missing negatives, conflicting keywords or low-QS ad-groups early, before they impact performance.

The result speaks for itself: Morefire trimmed 15% of their account hours just by letting Optmyzr do the watching.

4. Free up time for strategy and growth

“If my team could spend less time on repetitive checks and more time on strategy, we’d grow faster and deliver more value to every client.”

That’s the dream, but in reality, most agencies spend a huge chunk of their day firefighting.

Checking bids, reviewing search terms, approving recommendations, running audits, the list is endless…..

At scale, it’s both inefficient and unsustainable.

The Struggle without Optmyzr

• Teams spend hours each week manually checking for optimization opportunities.
• Important fixes get buried under routine tasks.
• Strategic planning and creative testing take a backseat to maintenance work.
• Scaling feels like adding more people, not more output.

How Optmyzr fits in

The Optmyzr Express tool identifies optimization opportunities across all campaigns: from budget pacing to keyword performance, and lets you implement fixes in a single click.

Here are some of the many things it takes off your plate:

• Keeps your ads sharp. Finds ad groups missing responsive search ads, fixes weak ones, and helps your best ideas rise to the top.
• Guides smarter bidding. Spots where manual bids are holding you back and safely tests strategies like Max Conversions or Target ROAS.
• Protects your growth. Flags campaigns losing impression share so you can capture missed opportunities before they impact performance.
• Finds hidden winners. Uncovers strong search terms that deserve keyword status and clears conflicts that block impressions.
• Cleans up your placements. Cuts wasted spend on low-performing, low-quality, or off-brand sites, videos, and apps, so every dollar works harder.

Add audits and alerts, and you’ve got a system that runs itself, just like B&S Media, a Dutch marketing agency that saved over 2,500 hours and automated more than 500 tasks along the way.

In just one month, they made 489,000+ changes and completed 3,200 one-click optimizations, turning hours of upkeep into minutes of action.

Their favorite picks:

• Optmyzr Express for spotting and applying high-impact optimizations.
• Custom dashboards for instant visibility across accounts.
• Real-time alerts to stay proactive and prioritize what matters most.

5. Scale eCommerce campaigns without drowning in SKUs

If you’ve ever managed a retail client with thousands of SKUs, you know how quickly things spiral.

Products change daily, feeds break, and suddenly your perfectly structured Shopping campaigns are out of sync with what’s actually in stock.

As your e-commerce client list grows, the maintenance alone can eat your week.

The struggle without Optmyzr

• Product feeds degrade over time: missing attributes, disapproved products, or duplicated listings go unnoticed.
• Campaigns become unwieldy, with overlapping products or empty ad groups.
• Building or updating Shopping and PMax campaigns manually takes hours (or days).
• Small data issues snowball into wasted spend and missed sales.

How Optmyzr fits in

Maintain Feed Quality with Shopping Feed Audit

The Shopping Feed Audit automatically reviews your Merchant Center feed and scores it across multiple dimensions, from product-level details to campaign configurations.

You can:

• Spot disapproved or incomplete listings (missing GTINs, prices, or brand details).
• Identify product groups that are too broad and split them for more precise targeting.
• Detect duplicate products or missing negatives that lead to wasted spend.
• Benchmark product pricing and competitiveness across your catalog.

Each audit generates a feed-health score (0–100) and pinpoints exactly where your feed needs improvement. Missing data can be corrected directly in Optmyzr, manually, in bulk, or via AI-powered suggestions.

Once confirmed, Optmyzr automatically creates a supplemental feed in Merchant Center, syncing updates within minutes.

Build Campaigns in Minutes with Shopping Campaign Management

The Shopping Campaign Management tool lets you create hundreds of ad groups and thousands of product groups with one click.

You can:

• Generate Standard Shopping, Performance Max, or Optmyzr Smart Campaigns directly from your product feed.
• Define the entire campaign structure: categories, ad groups, and product groups, without building each manually.
• Apply consistent naming conventions, budgets, and bid strategies across accounts.
• Segment products by category, brand, or custom label for deeper bid control and ROAS targeting.

As the setup pulls directly from your live feed, your campaigns stay automatically aligned with real-time product data.

How BBQGuys manages nearly 30,000 SKUs in half the time

One standout example of how Optmyzr transforms eCommerce PPC management is BBQGuys, a leading U.S. retailer specializing in outdoor living products.

🏆 The Results:

• $450K+ revenue increase since October 2021
• 7.34 ROAS achieved through Optmyzr
• 135 new high-performing keywords identified for Microsoft Ads
• 50% reduction in Google and Microsoft Ads management time

Their favorite picks:

• Shopping Campaign Management for building campaigns in minutes
• Vertical Benchmarks to track competitors
• Microsoft Ads support, a true advantage in a world that often focuses only on Google Ads.

6. Automate reporting and client updates without losing the personal touch

Ask any agency leader where their team spends the most time, and “reporting” will be near the top of the list.

Pulling data from multiple platforms, formatting it, checking numbers, and customizing slides for every client, it’s valuable work, but rarely efficient.

The Struggle without Optmyzr

• Reports are built manually in spreadsheets or native dashboards: slow, inconsistent, and prone to errors.
• Data lives in silos across Google Ads, Microsoft Ads, Analytics, and Meta
• Clients expect clean, customized reports, but formatting and revisions eat up hours.
• Maintaining consistency across accounts becomes nearly impossible at scale.

How Optmyzr Fits In

Build and customize reports in minutes.

The Report Designer lets you create beautiful, branded templates using drag-and-drop widgets or even AI prompts. Whether you need a quick single-account report or a cross-platform overview, you can build it once and reuse it across clients.

Send auto-generated AI summaries that sound human.

The upgraded PPC Narrator uses AI to turn raw data into clear, insightful summaries in every language supported by Reports.

Deliver reports when they actually matter.

Thanks to smart scheduling, you can skip weekends and send reports only on business days, right when clients are most likely to see and engage with them.

Keep data live with shareable dashboards.

Instead of static PDFs, share real-time dashboards your clients can access anytime. Add logos, custom domains, and the metrics that matter most, all under your own brand.

And the results speak for themselves.

Addi Marketing, a one-person agency, cut reporting time by 75% while improving quality and client transparency, all by letting Optmyzr handle the process.

For Metrik Marketing, a digital agency based in Canada, that balance between automation and personal touch made all the difference.

“Optmyzr’s AI-powered summaries have made our reports more meaningful and our clients happier. It saves time, keeps us efficient, and gives us confidence in every presentation.”

— Kita Eserve, CEO, Metrik Marketing

Build scalable agency systems with Optmyzr

Agency growth doesn’t have to come at the cost of quality or sanity.

With the right tools, your team can move faster, work smarter, and deliver consistent value (at any scale).

Optmyzr helps agencies like yours turn chaos into clarity with automation that supports your process, not replaces it.

Start your fully-functional 14-day free trial—no credit card, no chaos. Just a smoother, smarter agency workflow.