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 adopt a workflow where you log in only when an action is needed.

• Adalysis simplifies team workflows and allow 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:

• Set up your team

• Set up the notification channels and frequency

Then, customize the settings of the Adalysis core features as needed:

• Customize the prebuilt alerts
• 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
• Customize the performance monitors
• 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:

• How often each team member logs in
• Team change history

Set up your reporting

Adalysis offers templates for client and team reports, as well as prebuilt audit reports.

Find out more