Checklist for teams
Essential steps so your team hits the ground running
This checklist covers five key areas to help you set up Adalysis for your team, covering everything from setup and automation to scaling and team buy-in.
Making the case for Adalysis
We often get asked how to build leadership and team buy-in for Adalysis. Here are the key factors that make us different from other PPC management platforms:
Adalysis brings all your data and management tools into one platform, so there’s no need to jump between systems.
Automatic data refresh means your alerts stay up-to-date without manual audits or analysis.
A rich set of tools lets you make most changes directly in the platform through a fast, intuitive interface. Many customers say this significantly boosts their teams' productivity.
The notification system keeps you informed of important changes and issues. You can follow a workflow where you log in only when an action is needed.
Adalysis simplifies team workflows and helps you to monitor progress.
It offers reporting solutions for both internal use and for your clients (if you have any).
With a comprehensive suite of budget management tools, Adalysis helps you fully automate a major time drain.
Its modular design lets team members focus on different areas of the workflow independently.
Customize Adalysis for your team
These quick, one-off steps help your team get up to speed:
Then, customize the settings of the Adalysis core features as needed:
Create your own custom alerts (if needed)
Enable the autopilot by activating automatic actions linked to your audit alerts. For example, you can set up an automatic keyword mining system
Set up budget pacing or automation
Prepare to scale
The Global settings template lets you save your preferred settings across your portfolio and apply them automatically to clients you'll onboard in the future.
Explore the modular tools available to help you scale your account performance.
Track team progress
For team leads, Adalysis provides additional data:
Set up your reporting
Adalysis offers templates for client and team reports, as well as prebuilt audit reports.
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