When you’re evaluating a new PPC platform, the trial period is your best chance to find out whether it actually solves the problems you’re paying someone — or spending hours yourself — to fix manually.

Along with the features, you want proof that the tool can save you time, cut wasted spend, and make account management easier.

That’s why this guide focuses on the real questions PPC managers struggle with every day, like “Why did performance change?”, “Am I paying for irrelevant clicks?”, or “Are my ads really working?”

Each section shows how Optmyzr helps you answer those questions.

If you want the full set of self-serve onboarding modules (with step-by-step instructions), Optmyzr’s self-serve onboarding modules cover the same ground in more detail.

You can also check out our Optmyzr 101 video course via the below YouTube playlist links:

• Optmyzr 101 - Introduction and Housekeeping
• Optmyzr 101 - Monitoring Accounts
• Optmyzr 101 - Setting Up Alerts
• Optmyzr 101 - Competitor Analysis
• Optmyzr 101 - PPC Insights
• Optmyzr 101 - Utilities

Step 1: Get visibility across all your accounts

The question you’re answering: “What’s actually happening across everything I manage, right now?”

Most PPC managers spend the first 20 minutes of their day jumping between platform logins. The All Accounts Dashboard fixes that. It pulls performance data from Google, Microsoft, Facebook, Amazon, and Yahoo Japan Ads into a single view, with the metrics that matter most — cost, impressions, clicks, avg CPC, ROAS, conversions, cost/conv, quality score — displayed side by side across all accounts.

To get the most out of it during your trial:

Star your most important accounts. The star icon on the left of each row creates a filtered “starred” view that persists across sessions. Set this up once and it becomes your daily starting point.

Set monthly target budgets. Hover over the Monthly Budget column for any account to enter a target. Once set, Optmyzr tracks pacing daily and alerts you when an account is underspending or overspending against that target. You can also connect these alerts to Slack or Microsoft Teams so you catch issues outside the platform.

Customize your columns and save the view. Drag columns into the order that matters to you, select your preferred date range, and save it. You can save multiple views — one for a quick client-facing snapshot, one for your internal deep-dive — and share team-level views so everyone starts from the same place.

Look at the Suggestions column. The number in the Suggestions column isn’t decorative. Clicking it shows the one-click optimizations Optmyzr has identified for that account — things like fixing conflicting negative keywords, adding missing RSA headlines, or resolving product feed errors. These are fast wins you can evaluate immediately without leaving the dashboard.

Voordeeluitjes, a travel platform managing 12,000+ holiday packages with a team of two, uses this kind of dashboard-first approach to catch performance issues across a large, seasonal inventory before they have time to compound.

Once inside a specific account, the Account Dashboard gives you a fuller picture. A few widgets worth checking immediately:

• PMax Channel Distribution — If you’re running Performance Max campaigns, this widget shows how your PMax budget is distributed across Shopping, Display, Video, and Other (Search, Discovery, Gmail, Maps). You can see which channels are actually driving conversions versus just consuming spend. Most advertisers are surprised by what they find.

• Top Competitors — New competitors bidding on your keywords show up here, flagged as “New.” This is updated regularly and identifies which campaigns and ad groups they’re competing in.
• PPC Vertical Benchmarks — Compares your key metrics (Avg CPC, CTR, Impression Share) against other accounts in your industry vertical. Useful context for knowing whether a 9% CPC increase is a problem in your account or an industry trend.

Step 2: Run Optmyzr Express

The question you’re answering: “What are the quickest improvements I can make right now?”

Optmyzr Express is the fastest way to find and act on optimization opportunities. Think of it as the to-do list Optmyzr generates for you every day — prioritized, actionable, and completable in minutes.

It surfaces suggestions across all your connected accounts: fix products with missing data (empty titles, blank image links, missing prices), resolve conflicting negative keywords, add missing RSA variations, correct landing page issues, and more. Each suggestion comes with enough context to make a decision — you can act on it with a single click or skip it.

Most trial users find that running Express on their first day in the platform surfaces three to five things they didn’t know were wrong. That’s not a criticism of how they’ve been managing — it’s a reflection of how many accounts have issues that manual monitoring doesn’t catch at scale.

For a full walkthrough of what Express covers and how optimizations are applied, see the Express optimizations guide.

Step 3: Set up your monitoring baseline

The question you’re answering: “How do I know when something goes wrong before my client does?”

Optmyzr’s alerting system is one of its most consistently useful capabilities. During your trial, getting this set up properly is worth prioritizing — it’s not glamorous, but it’s the kind of thing that saves relationships.

KPI alerts (daily)

From the Alert Settings page, you can set up KPI alerts for any metric — Impressions, Clicks, Cost, CPC, ROAS, Conversions, Cost/Conversion — across any account, campaign, or even at the keyword level. The alert fires when the metric deviates significantly from its historical average (calculated from the last 8 weeks of data), or you can set a specific target threshold instead.

You can create these alerts in bulk across accounts for the same metric, which matters if you’re managing a portfolio. Set up three to five alerts per account — the ones you or your clients actually care about — not everything.

Alerts support Google, Microsoft, and Facebook accounts, and notifications can go via email or integrate directly with Slack or Microsoft Teams.

Budget pacing alerts

If you’ve set a monthly target budget (as described in Step 1), Optmyzr will alert you when an account is underspending or overspending. You can also set up more detailed tracking alerts from the Alerts page — including tracking specific budget groups across platforms, setting thresholds for when to notify versus when to pause campaigns, and adding the option to auto-re-enable paused campaigns on the first of the next month.

Hourly alerts via the Anomaly Detector script

For accounts where hourly monitoring matters — high-spend accounts, time-sensitive campaigns, BFCM periods — the Anomaly Detector script runs inside Google Ads and fires alerts when KPIs deviate from your thresholds on an hourly basis. No coding required: Optmyzr generates the script for you, you download it, and schedule it in Google to run as frequently as every hour.

Custom alerts via Rule Engine

For more specific alerting — like notifying you when ads are disapproved, when a keyword’s Quality Score drops below 3, or when search query trends shift significantly — the Rule Engine’s Pre-Built Strategies include monitoring-focused templates you can activate with a few clicks. These are covered in more depth in the Rule Engine section below.

Step 4: Get budget control under your fingers

The question you’re answering: “Are we on track to hit our monthly target, and is the money going to the right campaigns?”

Budget management is where Optmyzr tends to have the clearest, most immediate impact during a trial. The tools here have been substantially updated, so even if you’ve seen a demo or description before, some of this will be new.

Budget Dashboard

The Budget Dashboard is your single place for budget health across all accounts. The top section shows estimated target budget spend to date, remaining budget, spend projection, and current pacing — all at a glance. The Target vs. Actual Spend widget below it gives you a visual comparison of what you planned against what you actually spent for each period in your selected date range, which is the fastest way to spot whether budget issues are systemic or isolated.

Spend Projection

The Spend Projection tool takes your monthly budget and shows you how much an account is projected to spend by the end of month, based on historical spend patterns and seasonality. It displays a range — min, projected, and max spend — rather than a single line, which is honest about the uncertainty involved.

Recently, AI-driven forecasting was added for Meta Ads accounts, so Spend Projection now uses historical seasonality alongside real-time performance trends to flag whether Facebook accounts are likely to overpace, underpace, or stay on track.

Budget Automation

The newest addition to Optmyzr’s budget tools is Budget Automation, which removes the most repetitive part of pacing management: manually adjusting daily campaign budgets when you’re running ahead or behind.

With Budget Automation enabled, Optmyzr adjusts campaign daily budgets each morning based on your target spend for the budget period. If you’re overpacing, it pulls back. If you’re underpacing, it pushes forward. The goal is to hit your target spend by the end of the period without requiring you to check and tweak numbers manually every day. For teams managing dozens of accounts, this is the difference between a 20-minute morning check and an hour-long one.

Note: Budget Automation is available on Premium and above plans.

Custom Budget Cycles

Budget monitoring is no longer limited to monthly cycles. You can now set weekly, quarterly, or monthly budget cycles, which matters for clients whose spend commitments don’t align with the calendar month. A quarterly retail client or a weekly event promoter needs different budget logic, and Optmyzr now handles both.

Optimize Budgets tools

For accounts where you want more hands-on control, the Optimize Budgets tool shows you how much Impression Share each campaign is losing due to budget constraints, and uses the Budget Simulator to model the KPI impact of proposed changes before you apply them. The Simulator now shows projected impact on Conversions, Conv Value, ROAS, and more — not just projected spend — so you can make the case for a budget increase with actual numbers rather than estimates.

For agencies managing budgets across multiple platforms or multiple clients, the Optimize Budgets — Multi Account tool lets you group campaigns from Google, Microsoft, Facebook, and Yahoo into budget groups, set portfolio targets, and reallocate across them in one place.

Budget scripts for safety nets

Two enhanced scripts round out the budget picture. The Pause When Budget Exceeds script automatically pauses campaigns, ad groups, or keywords the moment they hit a defined spend threshold — useful for accounts with hard caps. The Reach Target Monthly Spend script adjusts daily budgets over the course of the month to stay close to your monthly target. Both are generated by Optmyzr (no coding) and scheduled inside Google Ads.

Step 5: Understand why performance changed

The question you’re answering: “Conversions dropped 30% last week. Where do I start?”

Diagnosing performance shifts manually is slow and prone to confirmation bias — you tend to look in the places you already suspect, not necessarily where the problem actually is. Optmyzr has two tools for this, suited to different ways of working.

PPC Investigator

The PPC Investigator follows a two-step workflow. First, you use Performance Comparison to isolate exactly where the change happened — compare last week against the week before across the same campaigns, filter by network (Google Search, Display, YouTube, Search Partners) and device (desktop, mobile, tablet). This surfaces whether the drop is search-specific, mobile-specific, or spread evenly across all traffic.

Once you’ve isolated the segment, you go one level deeper: was it a keyword that stopped spending? A budget constraint? A Quality Score drop? A competitor pushing into your impression share? PPC Investigator walks through these systematically.

Dustin Miller of The PPC Pros described the impact this way: what used to take 30–60 minutes of manual digging on an enterprise account now takes a fraction of that. The tool doesn’t remove the need for expertise — it removes the time spent looking in the wrong places.

This video walks through this workflow in detail if you want to see it in action before running it on your own account.

Sidekick for conversational investigation

If you want to start with a question rather than a tool, Sidekick is faster. Open the full-screen Sidekick view from any page in Optmyzr and ask: “Why did conversions drop last week compared to the week before?” Sidekick pulls from your live account data, applies the same comparative analysis, and gives you a narrative explanation with specific segments and campaigns called out.

This isn’t a replacement for PPC Investigator’s depth, but it’s the right starting point when you’re trying to triage quickly — especially across accounts. More on Sidekick in the next section.

Step 6: Your AI assistant inside the platform — Sidekick

The question you’re answering: “How do I get faster insights without adding more tools to my workflow?”

Optmyzr Sidekick is the platform’s account-aware AI assistant. The key distinction from generic AI tools like ChatGPT or Claude is that Sidekick understands your actual account — campaigns, budgets, keywords, search terms, performance history — in real time. You don’t export data, paste it in, and hope the AI understands the context. Sidekick already has the context.

What Sidekick can do

Walk you through any tool. On any page in Optmyzr, you can open Sidekick and ask “Walk me through this tool.” It gives you a real-time explanation of what you’re looking at, what the tool does, and what to do first. Useful for new team members, useful for features you haven’t touched in a while.

Analyze account performance. Ask conversational questions against your live data: “Which campaigns are losing the most impression share due to budget?” or “What are the top converting search terms from the last 6 months?” or “Which keywords have a Quality Score below 4?” Sidekick answers using your actual account data, not generic recommendations.

Take in-chat actions. Sidekick supports direct actions across six tools without leaving the conversation:

• All Accounts Dashboard: manage portfolios, filter and sort accounts by performance metrics
• Account Dashboard: fetch performance data, apply filters by device/network/campaign type
• Budget Dashboard: update monthly budget targets, monitor spend and pacing
• Spend Projection: set target budgets and date ranges to model projections
• Keyword Lasso: filter keyword suggestions, change match types, move keywords to your account
• Reallocate and Optimize Budgets: ask questions about budget reallocation and act on them directly

Build Rule Engine strategies from plain language. In the full-screen view, you can describe what you want to automate and Sidekick generates a Rule Engine strategy from it. “Pause keywords with more than 50 clicks and zero conversions in the last 30 days” becomes a working Rule Engine rule without you building it manually.

Create performance reports in Document Mode. Sidekick’s Canvas has a Document Mode that lets you build a customizable performance report directly in the conversation. Ask for a summary of the last 30 days, add charts and visualisations, write analysis — all in one document without exporting anything or switching tools.

The full-screen view

The full-screen Sidekick view (expand the chat window from the icon in the top right of any page) gives you a dedicated natural-language workspace. From here you can:

• Ask detailed, multi-part questions without token limits
• Switch between accounts mid-conversation without losing context
• Generate charts of performance by hour, day, device, or campaign type
• View past conversation history and continue from where you left off
• Open Optmyzr tools in a side panel (Canvas) without navigating away

AI Profile for personalised recommendations

Under Settings, Sidekick’s AI Profile lets you define three layers of context that personalise its responses:

• Organisation Profile — your company’s brand voice, industry, and positioning
• User Profile — your role, experience level, and how you prefer to receive recommendations
• Account Profile — specific goals, structure details, and nuances for each ad account

Setting these up takes 10 minutes and materially improves the relevance of Sidekick’s suggestions throughout your trial.

Sidekick on Slack

If your team lives in Slack, connect Sidekick to your Slack workspace and use the /sidekick command to get performance insights and account recommendations without opening Optmyzr. This is covered in the Sidekick guide.

For specific prompts you can run during your trial, see:

How to Use Optmyzr Sidekick: Real PPC Use Cases Across Reporting, Optimization, and Budgeting

The following video is worth 10 minutes of your time early in the trial.

Step 7: Use Optmyzr from your AI workspace (MCP)

The question you’re answering: “I spend most of my day in Claude or ChatGPT — can Optmyzr work from there too?”

Yes. Optmyzr provides a Model Context Protocol (MCP) endpoint that connects your Optmyzr account to any MCP-compatible AI client — Claude, ChatGPT, Claude Code, and others.

If you already use Claude as your primary AI assistant, Optmyzr’s MCP lets you access your account data, run PPC analysis, generate Rule Engine strategies, create alerts, and pull competitor insights without opening the Optmyzr platform. The analysis and reporting capabilities Sidekick provides inside the platform are accessible via your AI client through MCP.

What this unlocks

Work from your AI workspace. If your daily workflow runs through Claude or another AI assistant, you no longer need to context-switch into Optmyzr for analysis. Ask Claude about your PPC performance the same way you’d ask Sidekick.

Combine Optmyzr data with other sources. Your AI assistant can pull Optmyzr account data alongside information from spreadsheets, documents, CRM exports, or other tools in a single conversation. This is particularly useful for attribution analysis, client reporting, or cross-channel planning.

Build Rule Engine strategies via prompt. The re_generate_strategy_chain function generates a complete Rule Engine strategy from a plain-language description, executes it against your account, and returns AI-powered recommendations — the full workflow, from prompt to suggestion, without opening the platform.

Run cross-account analysis. MCP allows you to pull data from multiple accounts at once and ask cross-account questions — which is useful for agencies managing MCCs that want portfolio-level analysis without building custom reports.

Getting connected

Generate your MCP API key from the MCP Integration section under Settings in Optmyzr. Full setup instructions for Claude Desktop, Claude Code, ChatGPT, and other clients are in the MCP User Guide. The process takes about 5 minutes.

Note: MCP is currently supported on AI platforms that allow MCP integrations. Google Gemini does not natively support MCP at this time.

As Search Engine Land noted in a recent analysis: AI agents can only be as useful as the data they can actually see. MCP is how you give your AI assistant access to the marketing data it needs to give you accurate, account-specific answers — rather than generic recommendations based on nothing.

Step 8: Clean up your search queries

The question you’re answering: “Am I paying for clicks that will never convert?”

Search query management is one of the highest-ROI activities in PPC, and one of the most repetitive. During your trial, run both the Negative Keyword Finder and Keyword Lasso to see the state of your account.

Negative Keyword Finder

The Negative Keyword Finder scans your search term reports and identifies irrelevant or non-converting queries that should be excluded. It groups candidates by theme, shows you spend and conversion data for each, and lets you add negatives at the campaign or account level with a few clicks.

Run this early in your trial. Most accounts — even well-managed ones — have query pollution that accumulates over time. Identifying and removing it gives you cleaner data for everything else you’ll test.

Keyword Lasso

Keyword Lasso does the opposite: it finds search terms that are already converting but aren’t yet added as keywords, or terms that are hitting the wrong match type. It lets you filter candidates, change match types, and submit them directly to your account — or, if you’re in Sidekick, you can do the same through the chat interface without navigating to the tool.

Both tools support Google and Microsoft Ads accounts.

Step 9: Test your ads properly

The question you’re answering: “Which ad messaging actually works — and how long do I need to wait to know?”

Google’s Ad Strength score tells you whether your RSA has enough variation. It doesn’t tell you which variations perform better. Optmyzr’s A/B testing does.

The Ad Testing tool runs controlled experiments at a statistically significant threshold (90% confidence level by default). When two ad variations have accumulated enough data, it tells you which one is performing better and whether the difference is statistically meaningful — not just noise. Once a test reaches confidence, you can pause the loser and promote the winner directly from the results view.

For RSA management, Ad Text Optimization surfaces underperforming headlines and descriptions, identifies asset combinations that aren’t being served, and flags components that appear too frequently at the expense of others. If you have accounts where “Ad Strength = Good” has been masking a performance problem, this is where you’ll find it.

Step 10: Automate what you’re currently doing manually — the Rule Engine

The question you’re answering: “I have a set of optimization rules I run every week. Can I stop doing that manually?”

The Rule Engine is Optmyzr’s most flexible tool and the one that users most consistently describe as where the platform earns its keep. It lets you build custom optimization strategies — IF/THEN logic applied to any metric at any level — and schedule them to run automatically.

The difference from Google’s native automated rules is depth. Where Google’s rules are limited to a handful of conditions and basic actions, Optmyzr’s Rule Engine supports hundreds of metrics, multi-condition logic, lookback windows, custom labels, and actions that Google Ads can’t execute natively (like cross-campaign negative keyword management or quality score–based pausing).

Start with pre-built strategies

There are over 1,900 pre-built Rule Engine strategies in the library. You don’t need to build anything from scratch during your trial. Find a strategy that matches a use case you care about, review its logic, adjust the thresholds if needed, and activate it. Good starting points for trial users:

• Pause Non-Converting Keywords — pauses keywords that have spent above a threshold with zero conversions
• Identify Disapproved Ads — generates a report of all disapproved ads so you can review and fix them
• Monitor Quality Score Components — labels and reports on keywords with low Ad Relevance, expected CTR, or Landing Page Experience
• Exclude Expensive Listing Groups — for shopping/PMax, flags listing groups with high costs and no conversions so you can exclude them
• Identify and Exclude Underperforming Locations — surfaces geographic areas where you’re spending without converting

Build a strategy via Sidekick

If you have a specific use case that isn’t covered by the pre-built library, describe it to Sidekick in plain language and it will generate a strategy for you. “Flag any ad group that has spent more than $200 in the last 30 days with a conversion rate below 1%” becomes a working strategy without you touching the Rule Engine interface manually.

New in 2026: Google Recommended attributes

Three new Google Recommendation attributes are now available in the Rule Engine: Google Recommended Target CPA, Google Recommended Target ROAS, and Google Recommendation Type. These let you build strategies that respond to Google’s own suggestions — for example, only applying a Google-recommended bid adjustment when your own account data supports it, rather than applying it blindly through the Google UI.

Also new: extended support for “by conversion time” metrics and a new Availability attribute for Shopping Products scope, which lets you exclude products based on availability status.

Automation scheduling

Once you’ve built or selected a strategy, set an automation schedule — hourly, daily, weekly — and it runs without your involvement. You receive a notification of changes made, can review the log, and can turn any automation off at any time. See how to set up automation schedules

For real-world strategy examples, watch the following video:

Matthieu Tran-Van, Google Ads expert and author, manages 20 clients with a combined $350M in lifetime ad spend. After adding Optmyzr’s Rule Engine to his workflow, he saved 20 hours per client weekly and saw a 28% revenue increase at the same ROAS. The Rule Engine automation handled what he was previously doing manually across every account.

For a deeper look at why Optmyzr’s Rule Engine outperforms Google’s native automated rules, see:

Why Use Optmyzr When You Have Google Ads Editor, Rules, and Scripts?

Step 11: Shopping and ecommerce — feed-driven campaign automation

The question you’re answering: “I have a large product catalog. How do I stop managing campaigns product by product?”

For ecommerce accounts, the Campaign Automator and Shopping Campaign Management tools solve a specific problem: building and maintaining campaign structure at a scale that would be impractical manually.

Feed-driven search campaigns with Campaign Automator

Joey Bidner is an independent Google and Microsoft Ads specialist managing roughly 20 accounts, many of them large ecommerce advertisers with catalogs that run into thousands of SKUs. He uses Optmyzr’s Campaign Automator to build feed-driven DSA (Dynamic Search Ads) campaigns — search campaigns powered by product feed data rather than website content.

The problem with standard DSA campaigns for ecommerce is that they rely on landing page content for search matching. If your product pages aren’t optimized for search matching — and most aren’t — the targeting is loose. Joey’s approach uses optimized product titles and descriptions from the feed as the matching signals instead. Optmyzr’s Campaign Automator creates a separate DSA ad group for each product using the feed as the source.

He also uses feed attributes to segment campaigns intelligently. Rather than advertising the entire catalog, he targets specific product groups: high-margin products, top sellers, products above a certain order value, or products tagged with a custom label. As he put it: “I can tell Optmyzr to only use products from a specific custom label to fuel a campaign.”

The result is a full-funnel structure that layers standard search (for store-level queries), category-level DSA, standard shopping, and feed-driven DSA for specific products. Each layer captures a different stage of the buyer journey. For the right products, the returns have been “very, very good” — capturing incremental product-specific search demand beyond what shopping campaigns reach on their own.

How Joey Bidner Drives Incremental Ecommerce Revenue Using Feed-Driven Search Automation - Read his full case study

Shopping Campaign Management for Performance Max

For Performance Max campaigns built from merchant feeds, the Shopping Campaign Management tool lets you create campaign structures at scale based on:

• ROAS-based buckets — separate campaigns for High, Medium, and Low ROAS products, with a learning bucket for new products. Products move between campaigns automatically as their ROAS changes.
• Brand-based segmentation — one campaign per brand in the feed, with asset groups segmented by product type or category within each brand
• Feed attribute structures — any combination of feed attributes (price range, category, custom label) used to define campaign groupings

Setting up the automation means your campaigns stay current when products are added or go out of stock — the Refresher automation syncs the campaign structure to your live feed without you doing it manually. This is the “never advertise a product that’s out of stock” guarantee.

Step 12: Performance Max-specific tools

The question you’re answering: “PMax is a black box. What can I actually see and control?”

Beyond channel distribution and shopping structure, Optmyzr offers several tools specifically for PMax management that address the most common complaints about the campaign type.

PMax Search Terms Script

Google doesn’t natively surface search query data for PMax campaigns in a usable form. Optmyzr’s PMax Search Terms Script exports all search term data from your PMax campaigns into a Google Sheet, with KPIs for each term, so you can identify patterns, establish trends, and build a negative keyword list based on actual data. The script is generated by Optmyzr (no coding), scheduled in Google Ads, and runs automatically.

Alerts for product disapproval

From the KPI Alerts tool, select “Feed” as the level to monitor and set a threshold for the percentage of disapproved products in your Merchant Center feed. When disapprovals exceed your threshold, you receive an alert with the underlying reasons, so you can fix the issue before it affects a meaningful portion of your product inventory. These can be set up in bulk across accounts.

Alerts for drops in product performance

A product that was in the top 10% by ROAS last month but has fallen into the bottom 50% this week won’t announce itself. Set up a Product Performance Alert (Level: Products, KPI: ROAS, define the percentile thresholds and comparison window) and Optmyzr will notify you when that shift happens, across any or all accounts.

Shopping Feed Audit

The Shopping Feed Audit grades your Merchant Center feed by category — product titles, descriptions, basic data completeness, identifiers, pricing, availability, and shipping. Each category gets a letter grade, with clickable items in the report that take you to the specific issues. Schedule it to run weekly or monthly so feed hygiene stays on your radar.

Account-level placement exclusions

The Account-Level Placement Exclusion tool identifies mobile apps, YouTube channels, and websites that have accumulated spend with zero conversions over the last 90 days across your PMax and Display campaigns. It suggests adding these to an account-level negative placement list, with the potential wasted spend quantified before you make any changes. Automate this review quarterly and it becomes a passive cost reduction that compounds over time.

Step 13: Run the PPC Account Audit

The question you’re answering: “Are there structural issues in this account that are costing performance?”

The PPC Account Audit is a graded report across 12+ categories: Account, Campaigns, Performance Max, Display, Ad Groups, Ads, Responsive Search Ads, Assets/Extensions, Keywords, Negative Keywords, Advanced Targeting, Conversion Tracking, and Performance. Each category gets a letter grade based on best-practice checks, with specific findings listed under each grade.

We improved the audit flow significantly. Every item in the audit report is now a clickable link that either opens a side editor tray (for direct fixes) or navigates to the relevant tool. For example, clicking on an RSA in the audit opens the Ad Editor on that exact ad, ready to edit. Clicking on duplicate ad content opens the Ad Text Optimization tool where you can resolve the issue immediately.

The audit is the fastest way to get a structural overview of an account you’ve just inherited or an account you haven’t audited in a while. It also surfaces issues that routine performance monitoring misses — like campaigns losing impression share due to budget constraints you didn’t realize existed, or conversion tracking gaps that have been skewing your data for months.

Run it on at least one account during your trial. The results often reframe how you prioritize the rest of what you test.

Step 14: Set up the URL Checker

The question you’re answering: “Are any of my ads pointing to broken or out-of-stock pages?”

The Landing Page URL Checker scans URLs across ads, keywords, sitelinks, and PMax asset groups and identifies broken links (404 errors), out-of-stock product pages, and any other issues you configure it to flag.

Set it up once in automation mode and it runs on a schedule. When it finds an issue, it can pause the affected ad, keyword, or asset group automatically and notify you — so customers clicking on your ads aren’t landing on error pages while you’re asleep.

This is the kind of maintenance work that’s easy to deprioritize and expensive to ignore. One broken product page on a high-spend keyword can waste significant budget before anyone notices.

Step 15: Build repeatable workflows with Blueprints

The question you’re answering: “My team runs the same optimization tasks every week. Can we systematize that?”

Account Blueprints let you build structured, repeatable workflows for account optimization — a defined sequence of tasks that ensure nothing gets missed. Think of it as a playbook for how your team manages each account.

Blueprints are particularly useful for agencies that have developed a consistent optimization methodology and want to apply it systematically across their entire portfolio, without relying on individuals to remember each step. The PPC Pros use Blueprints as a core part of their weekly and monthly optimization cadence, which contributed to their 5,000+ hours saved across the team.

Making the most of your 14 days

The tools above cover the full Optmyzr toolkit, but trying to test everything simultaneously means you’ll test nothing properly. Here’s a suggested sequence:

Days 1–2: Foundation

• Connect all accounts you want to evaluate
• Set up the All Accounts Dashboard with your preferred columns and save the view
• Run Optmyzr Express on your priority accounts
• Set up 3–5 KPI alerts per account (cost, ROAS or Cost/Conv, impressions at minimum)
• Set monthly target budgets and enable pacing alerts

Days 3–5: Diagnosis

• Run PPC Investigator on your most important account to see how the investigation workflow compares to your current process
• Open Sidekick and run at least three queries against live account data
• Run the Negative Keyword Finder and review the suggestions
• Set up the URL Checker automation

Days 6–10: Optimization

• Browse the Rule Engine pre-built strategies and activate at least one relevant to your accounts
• If you have an e-commerce account, run the Shopping Feed Audit and set up a Product Disapproval alert
• Run the PPC Account Audit on at least one account
• Use Sidekick’s full-screen view to generate a Rule Engine strategy for a custom use case

Days 11–14: Depth

• For e-commerce accounts: explore Campaign Automator and Shopping Campaign Management
• Set up Budget Automation if you’re on a Premium plan
• Connect MCP if you use Claude or ChatGPT regularly
• Run the Account-Level Placement Exclusion tool and review the suggestions

If you get through all of that and still have questions, the full self-serve onboarding modules are at this link, and the support team is at support@optmyzr.com.

The signal you’re looking for in 14 days: did PPC Investigator cut your diagnosis time? Did Sidekick surface something you’d have missed? Did the Rule Engine handle something you were doing by hand? If yes, the platform is worth keeping.

Not an Optmyzr customer yet? Start your 14-day free trial