ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
View-Only: Please make a copy to edit.
Go to File > Make a copy to save it to your own Drive. You won't be able to make changes to this version.
2
Optmyzr Trial Evaluation Checklist
3
1. All Accounts Dashboard Setup & Testing
4
Initial Setup
5
Connect your accounts to the dashboard
6
Star your top 3 most important accounts
7
Create custom view comparing "last 7 days vs. previous 7 days"
8
Save a default team view with your key metrics
9
Filter by networks and devices to test functionality
10
Evaluation Questions
11
•How much time does this save vs. logging into multiple platforms? (Note: You can directly check your time savings with our tools in the Optmyzr Usage Audit in the Activity Dashboard.)
12
•Can I quickly spot performance trends and red flags?
13
•Are the nudges and action items helpful?
14
2. Alerts & Monitoring Systems
15
Anomaly Detection
16
Set up the anomaly detection script for clicks, impressions, and conversions
17
Configure hourly monitoring for your main accounts
18
Check inbox for alerts over the next few days
19
Test alert accuracy and relevance
20
KPI Alerts
21
Create daily alerts for CPC/ROAS in one campaign
22
Let Optmyzr calculate baseline vs. past 8 weeks
23
Compare against client targets
24
Set up alerts for your most critical KPIs
25
Rule Engine Custom Alerts
26
Create an alert for disapproved ads in the past 7 days
27
Set up low Quality Score keyword alerts
28
Configure impression share loss alerts
29
Test AI explanations for pre-built strategies
30
Evaluation Questions
31
•Do alerts catch problems before I would notice them manually?
32
•Are alert thresholds appropriate or do they need adjustment?
33
•How much time would early problem detection save?
34
3. Budget Monitoring & Control
35
Budget Pacing Setup
36
Add monthly budget target for one account
37
Enable pacing alerts
38
Connect alerts to Slack or Teams
39
Test overspending/underspending notifications
40
Spend Projection Testing
41
Open Spend Projection for one campaign mid-month
42
Review min, max, and projected spend forecasts
43
Check seasonality and historical trend adjustments
44
Assess forecast accuracy
45
Budget Optimization
46
Run Optimize Budgets for one account
47
Move budget from low-performing to high-performing campaign
48
Test multi-account budget grouping (brand vs. generic)
49
Review impression share loss recommendations
50
Automated Budget Scripts
51
Add "Pause When Things Spend Too Much" script to strict-budget campaign
52
Add "Reach Target Monthly Spend" script to uneven-spend campaign
53
Monitor script performance over trial period
54
Evaluation Questions
55
•How accurate are spend projections?
56
•Do budget reallocation suggestions make sense?
57
•Would automated safety nets prevent budget overruns?
58
4. Performance Analysis & Optimization
59
Performance Comparison Tool
60
Compare last week vs. week before for same campaigns
61
Filter by networks (Search, Display, YouTube, Partners)
62
Filter by devices (desktop, mobile, tablet)
63
Identify where performance changes occurred
64
PPC Investigator
65
Use Cause Chart for a metric that changed recently
66
Follow the path to understand change sequence
67
Run Root Cause Analysis to identify specific culprits
68
Review top 3 positive and negative contributors
69
Keyword Optimization Tools
70
Run Negative Keyword Finder and add irrelevant terms
71
Review N-Grams word cloud for top campaigns
72
Use Keyword Lasso to add one converting query as keyword
73
Upload changes directly to Google Ads
74
Bidding Optimization
75
Run First Page Bridger on one campaign
76
Apply suggested bid increases for high-quality keywords
77
Use Conversion Grabber to find converting keywords with low impression share
78
Test Target CPA/ROAS adjustments for automated bidding
79
Ad Performance Testing
80
Run Ad Text Optimization for one campaign
81
Review headline and description performance ratings
82
Test AI-powered ad suggestions
83
Run A/B Testing on ad group with multiple ads
84
Pause weak ads and create new variations
85
Evaluation Questions
86
•How quickly can I identify performance change causes?
87
•Are optimization suggestions actionable and valuable?
88
•How much time does automated analysis save vs. manual review?
89
5. Performance Max (PMax) Management
90
PMax Analysis Setup
91
Open PMax Channel Distribution widget
92
Review cost and ROAS by channel
93
Drill into full table by campaign
94
Flag campaigns overspending on Display
95
PMax Alerts Configuration
96
Set Feed-level alerts for % products disapproved
97
Create Product-level alerts for top performers dropping
98
Configure alerts across multiple accounts
99
Feed Management
100
Run Shopping Feed Audit