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Steal Our SEO Report Template (Inspired by SEO Experts)

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Steal Our SEO Report Template (Inspired by SEO Experts)

How do you instantly tell the difference between a good SEO and a bad one?

Look at their SEO reports.

  • Bad SEO reports – Clients get lost in pointless data, don’t know what work was done, and get no insightful comments.
  • Good SEO reports – Clients see key data summaries and easy-to-understand insights and overview of the work done.

I’ve seen many SEO reports from consultants, in-house teams, and agencies. I discussed them with experts from our Ahrefs Insider community. The conclusion? You can’t create an SEO report template that covers everything necessary without knowing a client, their business, and your responsibilities in the project.

But what I have for you here will get you as close as possible to a perfect SEO report. That is the main reason why I started discussing SEO reporting with experts in the first place.

Before you steal our SEO report template, let’s first learn the following:

Let’s get into it.

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An SEO report is an overview of important SEO metrics reflecting business growth, performance in search engines, backlink portfolio strength, and website health.

It’s the main resource for your clients, managers, or bosses that tracks the progress of your work and its impact. After all, these stakeholders want to see that their money is well spent on you.

And while you can’t win with SEO every month, an effective SEO report should still convey that your work is likely to have positive ROI in the long term.

This leads us nicely to…

What should an SEO report contain?

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What and how you report on your SEO efforts depend on how you set up expectations with your client. While SEO reports are dependant on a client’s business type, this is what everyone generally wants to see:

  • SEO KPIs – Evaluate SEO metrics that are closely tied to revenue growth.
  • Ranking progress – See how rankings of the most important keywords have changed.
  • Organic traffic progress – Check how the previous two aspects translate into absolute traffic numbers.
  • Backlink growth – See new, valuable referring pages that drive traffic and/or pass link equity.
  • SEO health – Know that the website is doing well from the technical SEO perspective.

Your work doesn’t end with just dumping a bunch of metrics into a document, though. You need to interpret them. Your SEO reports should convey the impact of your work in the most succinct and coherent way possible. That’s how we made the template as well.

Now let’s get back to the expectations between you and your client. The report should primarily contain what you’ve previously discussed. If you sent an SEO report without educating the client beforehand, you’d get a lot of questions and demands to show more data. This is even if the SEO report is perfect. That’s because you’re the SEO expert, not the client.

I’ll explain all the used metrics and data as we go through the slides later on. But I also highly recommend you to check out our articles on SEO KPIs and SEO metrics that actually matter. These will help you and your clients be on the same page.

How long does it take to create the report?

Based on what I’ve heard, SEOs can spend anywhere from 30 minutes to a few hours per month on each SEO report. This depends on several factors:

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  • Your responsibilities in the project
  • Complexity of the project
  • Your SEO experience and knowledge
  • Your data analytics experience and knowledge
  • Reporting format you and your clients prefer

Let me expand on the last point. It seems most SEOs prefer using the good old PDFs and decks for reporting purposes:

Our SEO report template is also in a deck format because it’s the easiest to use and read for everyone. The downside is you have to go through new data every month and put it together manually.

Some seasoned marketers prefer to use automated data dashboards like Google Data Studio, Tableau, or Power BI. These may take you a lot of time to set up initially. But they can update all the data automatically, saving you time in the long run. If you’re wondering about this option, we’ll be releasing Ahrefs’ GDS connector soon to help you with that.

But back to the actual template…

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Steal our SEO report template (and make it better)

As explained previously, our SEO report template (or any other) isn’t a one-size-fits-all solution. It’s simply a great starting point to create an SEO report your clients will appreciate.

To get this done from start to finish, you’ll need the following tools:

Ready?

Click here to make a copy of the SEO report template.

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You can change the color scheme to the brand colors of your client, give it a bit of your own branding, make it look fancier, whatever you like.

Before we get into explaining the rationale behind each slide, let me emphasize a few things.

First of all, feel free to tailor the slides to suit your client’s needs, as well as your service offerings. We’ve made this report to cover all SEO areas for monthly reporting.

Second, the type of business you’re doing SEO for should also be reflected in the report adjustments.

If you’re doing local SEO, you’ll probably include an overview of local rankings and local SERP features. E‑commerce client? You may want to include Average Order Value from the organic traffic and dive deeper into the technical side of things.

And lastly, keep in mind the template contains mostly made-up data, insights, and scenarios. Don’t try to analyze the content of it. Rather, use its structure as a guide.

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Let’s get started.

1. Title card

The first slide is the easiest part to create.

Slide showing the title of the SEO report

Add in the date/month of the report, your own logo, as well as your client’s website URL. Once those are completed, you are good to go.

It’s time to move on to the actual SEO reporting.

2. Highlights

A highlights page that summarizes the most important information of that month is a good intro.

Slide showing key highlights for the month

This can be basically the first and also the last slide that a CMO or CEO looks at. Thirty seconds later, they’ll say, “Cool, good job,” and won’t bother with the rest.

What type of things can you include here?

  • Brief summary of your SEO KPIs
  • Stuff worth bragging about
  • Most important tasks completed during that reporting period
  • Tasks that require further attention

3. SEO KPIs overview

Next, you should dive into the SEO KPIs more. While the previous slide won’t cut it for most clients, some will already be pretty satisfied. This is as we’ve covered what matters the most on the first two slides:

Slide showing data on progress of search visibility and conversions

As said earlier, you may want to include different or more KPIs, depending on the client and their business type. The rule of thumb is to choose metrics as closely tied to the business’s revenue as possible.

You can see the most universal SEO KPIs above: search visibility and organic traffic conversions.

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Search visibility is the SEO version of one of the most important marketing KPIs: share of voice (SOV). It’s basically keyword rankings on steroids.

To get the search visibility metric, create a project in Ahrefs’ Rank Tracker. In there, paste the main keywords that encompass what your audience is searching for (you need to finish keyword research first), tag it to enable filtering later, and you’re good to go:

Rank Tracker page to add keywords, also features SOV

You’ll then find the search visibility metric in the Competitors overview tab:

Competitors overview report results

Regarding organic conversions, the screenshot in the report is taken from a custom Google Analytics (GA) report that only shows the source/medium dimension and selected conversions to avoid all the clutter in the default reports. The conversions are then compared month over month (MoM).

If the client’s customers go through a complex buying process, you’ll also want to report assisted organic traffic conversions. You can find this in GA under Conversions > Multi-Channel Funnels > Assisted Conversions. These will complete the picture of the overall impact of SEO on the business.

4. Ranking progress

The overall search visibility KPI isn’t the only visibility metric that clients are interested in. They have certain product categories or topics on the blog that usually differ in relevancy and value to the business. That’s where measuring search visibility for keyword segments comes into play.

Slide showing data on ranking progress per keyword segments

You can get this data by creating more tags in your Ahrefs’ Rank Tracker project. Scroll down to your keywords in the overview, check those that you want to tag, and assign the tag to them or create a new one:

Dropdown options for keywords in Rank Tracker

5. Money keywords ranking overview

While search visibility metrics are the best proxies to your organic growth, most clients also want to see position changes of their most important keywords.

Slide showing key data on money keywords rankings

It’ll get pretty messy to present position changes of possibly hundreds of keywords in a deck. We should, therefore, satisfy the client by only reporting on the most important keywords for the business, aka “money keywords.” You can then include the rest by linking to the exported spreadsheet if the client wants to see it.

Again, tag these keywords in the Rank Tracker. You can decide whether a keyword should be tagged like this based on its business relevancy and CPC. Or you can just go through the keyword list with the client.

6. Non-branded organic traffic progress

It took us a few slides before we got to the metrics a lot of SEOs and clients focus on first: organic traffic. The reason for showing this later is simple: Growing organic traffic doesn’t necessarily translate into business growth. The website can start ranking for keywords that drive traffic but not revenue.

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The overall traffic number isn’t really a great SEO proxy for anything. To make it more relevant, let’s segment it into non-branded organic traffic only:

Slide showing data on non-branded organic traffic progress

The reason for showing non-branded traffic here is to avoid attributing organic traffic changes to marketing activities unrelated to SEO. For example, if the marketing team launched a great PR campaign or started airing mass marketing campaigns, your organic traffic would naturally go up just from people looking up your brand more.

To show a more accurate overview of organic traffic progress, simply apply a query filter in Google Search Console (GSC):

Query filter in GSC

Again, you want to compare the current month’s performance with the previous month’s and, ideally, even with the year-over-year (YoY) performance. Most businesses tend to have seasonal swings, so some MoM comparisons may look bad just because the high season has already ended.

Be careful here. GSC only provides 28-day views and comparisons by default. Thus, you need to select custom dates to compare whole months. Remember to compare the same number of days. Let’s look at a scenario where a month has 31 days (e.g., in such a case, start the comparison on the last day of August to account for only 30 days in September).

Your client may also get a significant amount of traffic from Google Discover or Google News. If that’s the case, it’s probably worth dedicating a separate slide to it.

7. New referring domains highlights

Next up is the backlink profile—showing the client what new, interesting coverage they got in the past month.

Slide showing key data on new referring domains

However, you should only report on backlink profile changes if your activities in the project influence the acquiring of new links. That can range from creating link bait content to planning and executing outreach campaigns. I mention this because link building is quite often a separate activity from many SEO projects.

If you are responsible for backlink profile growth, go to Ahrefs’ Site Explorer, check the Referring domains report, and filter for new referring domains in the past 30 days (as you can see in the slide).

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We show the highlights of the newly acquired referring domains sorted by Domain Rating (DR) score because it’s a solid and easy-to-understand proxy for improving backlink profile growth.

If you engage in outreach activities and see a new referring domain gained from that, you can highlight it in the screenshot so that the client can differentiate earned and acquired links.

8. Link building progress

This slide is designed to let you go into further detail about your link building work done during the month.

Slide showing data on link building progress

It can include:

  • The pages you built links to.
  • Any standout, new referring pages.
  • The number of links those pages got.
  • Your link building statistics, e.g., prospects contacted and success rate.
  • Any insights you deem relevant, e.g., exceptionally good or bad link bait content.

Ahrefs’ Best by links growth report in Site Explorer is good to include here because it shows you pages that received the most backlinks in the past 30 days.

Truth to be told, there’s much more to evaluating link building than the number of links and DRs of referring domains. But that’s relevant for link prospecting before launching outreach campaigns, not for SEO reporting. Your clients don’t need to dive into all the nuances.

9. Technical SEO health overview

This is where you’ll give a snapshot of the website’s health that takes into account all technical SEO errors and issues.

Slide showing Health Scores for this month and last month, respectively

To get this data:

Go to Ahrefs’ Site Audit, set up a project for the client’s website if you haven’t done so already, and let the tool crawl the website. Depending on your crawl settings, Site Audit can recrawl the website periodically, providing you with all the current and historical technical SEO data.

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You get the Health Score on the overview page after each crawl is done:

Various data on technical SEO overview page

If this is your first time crawling the website, use this Health Score as a starting point. You can start referencing monthly comparisons in your second report.

Now, you may be thinking that one metric isn’t enough to reflect the whole state of technical SEO. And you’re right. But you’re usually not sending SEO reports to developers or other SEOs who can easily understand more in-depth information. For this reason, the Health Score is the best proxy for a client-friendly, technical SEO metric.

Again, this doesn’t mean you shouldn’t report on more technical SEO metrics, etc. Some projects involve huge websites and complex, technical SEO tasks. In such situations, it’s likely the client will welcome crawling and indexing statistics, details about the most important issues, etc.

10. Next month

After showing your client all the data and reports, you should give them a plan of the most important SEO tasks you’ll be working on next month.

Slide showing "to-dos" for next month

A quick to-do list that summarizes your main focus for the following month will suffice. It will also serve as an anchor for your next SEO report.

Final thoughts

So there you have it. A fully customizable SEO reporting template to give to your clients. In case you skimmed through the article first, here’s the link again:

Click here to make a copy of the SEO report template.

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Reporting will probably never be anyone’s favorite activity. But it’s crucial that you nail this to have satisfied and well-paying clients.

To wrap up, I want to thank everyone who shared their reporting insights with me over the years. I’m also grateful for Ahrefs Insider members, who proactively reached out with their knowledge and reports before I even started creating the template. And special thanks to Gyorgy Bolla, the search performance lead at Westpac, who introduced me to enterprise SEO reporting—the only area I wasn’t familiar with.

Think there are more metrics or slides this SEO report template should have? Got any questions? Ping me on Twitter.




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Reddit Post Ranks On Google In 5 Minutes

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Google apparently ranks Reddit posts within minutes

Google’s Danny Sullivan disputed the assertions made in a Reddit discussion that Google is showing a preference for Reddit in the search results. But a Redditor’s example proves that it’s possible for a Reddit post to rank in the top ten of the search results within minutes and to actually improve rankings to position #2 a week later.

Discussion About Google Showing Preference To Reddit

A Redditor (gronetwork) complained that Google is sending so many visitors to Reddit that the server is struggling with the load and shared an example that proved that it can only take minutes for a Reddit post to rank in the top ten.

That post was part of a 79 post Reddit thread where many in the r/SEO subreddit were complaining about Google allegedly giving too much preference to Reddit over legit sites.

The person who did the test (gronetwork) wrote:

“…The website is already cracking (server down, double posts, comments not showing) because there are too many visitors.

…It only takes few minutes (you can test it) for a post on Reddit to appear in the top ten results of Google with keywords related to the post’s title… (while I have to wait months for an article on my site to be referenced). Do the math, the whole world is going to spam here. The loop is completed.”

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Reddit Post Ranked Within Minutes

Another Redditor asked if they had tested if it takes “a few minutes” to rank in the top ten and gronetwork answered that they had tested it with a post titled, Google SGE Review.

gronetwork posted:

“Yes, I have created for example a post named “Google SGE Review” previously. After less than 5 minutes it was ranked 8th for Google SGE Review (no quotes). Just after Washingtonpost.com, 6 authoritative SEO websites and Google.com’s overview page for SGE (Search Generative Experience). It is ranked third for SGE Review.”

It’s true, not only does that specific post (Google SGE Review) rank in the top 10, the post started out in position 8 and it actually improved ranking, currently listed beneath the number one result for the search query “SGE Review”.

Screenshot Of Reddit Post That Ranked Within Minutes

Anecdotes Versus Anecdotes

Okay, the above is just one anecdote. But it’s a heck of an anecdote because it proves that it’s possible for a Reddit post to rank within minutes and get stuck in the top of the search results over other possibly more authoritative websites.

hankschrader79 shared that Reddit posts outrank Toyota Tacoma forums for a phrase related to mods for that truck.

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Google’s Danny Sullivan responded to that post and the entire discussion to dispute that Reddit is not always prioritized over other forums.

Danny wrote:

“Reddit is not always prioritized over other forums. [super vhs to mac adapter] I did this week, it goes Apple Support Community, MacRumors Forum and further down, there’s Reddit. I also did [kumo cloud not working setup 5ghz] recently (it’s a nightmare) and it was the Netgear community, the SmartThings Community, GreenBuildingAdvisor before Reddit. Related to that was [disable 5g airport] which has Apple Support Community above Reddit. [how to open an 8 track tape] — really, it was the YouTube videos that helped me most, but it’s the Tapeheads community that comes before Reddit.

In your example for [toyota tacoma], I don’t even get Reddit in the top results. I get Toyota, Car & Driver, Wikipedia, Toyota again, three YouTube videos from different creators (not Toyota), Edmunds, a Top Stories unit. No Reddit, which doesn’t really support the notion of always wanting to drive traffic just to Reddit.

If I guess at the more specific query you might have done, maybe [overland mods for toyota tacoma], I get a YouTube video first, then Reddit, then Tacoma World at third — not near the bottom. So yes, Reddit is higher for that query — but it’s not first. It’s also not always first. And sometimes, it’s not even showing at all.”

hankschrader79 conceded that they were generalizing when they wrote that Google always prioritized Reddit. But they also insisted that that didn’t diminish what they said is a fact that Google’s “prioritization” forum content has benefitted Reddit more than actual forums.

Why Is The Reddit Post Ranked So High?

It’s possible that Google “tested” that Reddit post in position 8 within minutes and that user interaction signals indicated to Google’s algorithms that users prefer to see that Reddit post. If that’s the case then it’s not a matter of Google showing preference to Reddit post but rather it’s users that are showing the preference and the algorithm is responding to those preferences.

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Nevertheless, an argument can be made that user preferences for Reddit can be a manifestation of Familiarity Bias. Familiarity Bias is when people show a preference for things that are familiar to them. If a person is familiar with a brand because of all the advertising they were exposed to then they may show a bias for the brand products over unfamiliar brands.

Users who are familiar with Reddit may choose Reddit because they don’t know the other sites in the search results or because they have a bias that Google ranks spammy and optimized websites and feel safer reading Reddit.

Google may be picking up on those user interaction signals that indicate a preference and satisfaction with the Reddit results but those results may simply be biases and not an indication that Reddit is trustworthy and authoritative.

Is Reddit Benefiting From A Self-Reinforcing Feedback Loop?

It may very well be that Google’s decision to prioritize user generated content may have started a self-reinforcing pattern that draws users in to Reddit through the search results and because the answers seem plausible those users start to prefer Reddit results. When they’re exposed to more Reddit posts their familiarity bias kicks in and they start to show a preference for Reddit. So what could be happening is that the users and Google’s algorithm are creating a self-reinforcing feedback loop.

Is it possible that Google’s decision to show more user generated content has kicked off a cycle where more users are exposed to Reddit which then feeds back into Google’s algorithm which in turn increases Reddit visibility, regardless of lack of expertise and authoritativeness?

Featured Image by Shutterstock/Kues

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WordPress Releases A Performance Plugin For “Near-Instant Load Times”

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WordPress speculative loading plugin

WordPress released an official plugin that adds support for a cutting edge technology called speculative loading that can help boost site performance and improve the user experience for site visitors.

Speculative Loading

Rendering means constructing the entire webpage so that it instantly displays (rendering). When your browser downloads the HTML, images, and other resources and puts it together into a webpage, that’s rendering. Prerendering is putting that webpage together (rendering it) in the background.

What this plugin does is to enable the browser to prerender the entire webpage that a user might navigate to next. The plugin does that by anticipating which webpage the user might navigate to based on where they are hovering.

Chrome lists a preference for only prerendering when there is an at least 80% probability of a user navigating to another webpage. The official Chrome support page for prerendering explains:

“Pages should only be prerendered when there is a high probability the page will be loaded by the user. This is why the Chrome address bar prerendering options only happen when there is such a high probability (greater than 80% of the time).

There is also a caveat in that same developer page that prerendering may not happen based on user settings, memory usage and other scenarios (more details below about how analytics handles prerendering).

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The Speculative Loading API solves a problem that previous solutions could not because in the past they were simply prefetching resources like JavaScript and CSS but not actually prerendering the entire webpage.

The official WordPress announcement explains it like this:

Introducing the Speculation Rules API
The Speculation Rules API is a new web API that solves the above problems. It allows defining rules to dynamically prefetch and/or prerender URLs of certain structure based on user interaction, in JSON syntax—or in other words, speculatively preload those URLs before the navigation. This API can be used, for example, to prerender any links on a page whenever the user hovers over them.”

The official WordPress page about this new functionality describes it:

“The Speculation Rules API is a new web API… It allows defining rules to dynamically prefetch and/or prerender URLs of certain structure based on user interaction, in JSON syntax—or in other words, speculatively preload those URLs before the navigation.

This API can be used, for example, to prerender any links on a page whenever the user hovers over them. Also, with the Speculation Rules API, “prerender” actually means to prerender the entire page, including running JavaScript. This can lead to near-instant load times once the user clicks on the link as the page would have most likely already been loaded in its entirety. However that is only one of the possible configurations.”

The new WordPress plugin adds support for the Speculation Rules API. The Mozilla developer pages, a great resource for HTML technical understanding describes it like this:

“The Speculation Rules API is designed to improve performance for future navigations. It targets document URLs rather than specific resource files, and so makes sense for multi-page applications (MPAs) rather than single-page applications (SPAs).

The Speculation Rules API provides an alternative to the widely-available <link rel=”prefetch”> feature and is designed to supersede the Chrome-only deprecated <link rel=”prerender”> feature. It provides many improvements over these technologies, along with a more expressive, configurable syntax for specifying which documents should be prefetched or prerendered.”

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See also: Are Websites Getting Faster? New Data Reveals Mixed Results

Performance Lab Plugin

The new plugin was developed by the official WordPress performance team which occasionally rolls out new plugins for users to test ahead of possible inclusion into the actual WordPress core. So it’s a good opportunity to be first to try out new performance technologies.

The new WordPress plugin is by default set to prerender “WordPress frontend URLs” which are pages, posts, and archive pages. How it works can be fine-tuned under the settings:

Settings > Reading > Speculative Loading

Browser Compatibility

The Speculative API is supported by Chrome 108 however the specific rules used by the new plugin require Chrome 121 or higher. Chrome 121 was released in early 2024.

Browsers that do not support will simply ignore the plugin and will have no effect on the user experience.

Check out the new Speculative Loading WordPress plugin developed by the official core WordPress performance team.

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How Analytics Handles Prerendering

A WordPress developer commented with a question asking how Analytics would handle prerendering and someone else answered that it’s up to the Analytics provider to detect a prerender and not count it as a page load or site visit.

Fortunately both Google Analytics and Google Publisher Tags (GPT) both are able to handle prerenders. The Chrome developers support page has a note about how analytics handles prerendering:

“Google Analytics handles prerender by delaying until activation by default as of September 2023, and Google Publisher Tag (GPT) made a similar change to delay triggering advertisements until activation as of November 2023.”

Possible Conflict With Ad Blocker Extensions

There are a couple things to be aware of about this plugin, aside from the fact that it’s an experimental feature that requires Chrome 121 or higher.

A comment by a WordPress plugin developer that this feature may not work with browsers that are using the uBlock Origin ad blocking browser extension.

Download the plugin:
Speculative Loading Plugin by the WordPress Performance Team

Read the announcement at WordPress
Speculative Loading in WordPress

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See also: WordPress, Wix & Squarespace Show Best CWV Rate Of Improvement

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10 Paid Search & PPC Planning Best Practices

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10 Paid Search & PPC Planning Best Practices

Whether you are new to paid media or reevaluating your efforts, it’s critical to review your performance and best practices for your overall PPC marketing program, accounts, and campaigns.

Revisiting your paid media plan is an opportunity to ensure your strategy aligns with your current goals.

Reviewing best practices for pay-per-click is also a great way to keep up with trends and improve performance with newly released ad technologies.

As you review, you’ll find new strategies and features to incorporate into your paid search program, too.

Here are 10 PPC best practices to help you adjust and plan for the months ahead.

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1. Goals

When planning, it is best practice to define goals for the overall marketing program, ad platforms, and at the campaign level.

Defining primary and secondary goals guides the entire PPC program. For example, your primary conversion may be to generate leads from your ads.

You’ll also want to look at secondary goals, such as brand awareness that is higher in the sales funnel and can drive interest to ultimately get the sales lead-in.

2. Budget Review & Optimization

Some advertisers get stuck in a rut and forget to review and reevaluate the distribution of their paid media budgets.

To best utilize budgets, consider the following:

  • Reconcile your planned vs. spend for each account or campaign on a regular basis. Depending on the budget size, monthly, quarterly, or semiannually will work as long as you can hit budget numbers.
  • Determine if there are any campaigns that should be eliminated at this time to free up the budget for other campaigns.
  • Is there additional traffic available to capture and grow results for successful campaigns? The ad platforms often include a tool that will provide an estimated daily budget with clicks and costs. This is just an estimate to show more click potential if you are interested.
  • If other paid media channels perform mediocrely, does it make sense to shift those budgets to another?
  • For the overall paid search and paid social budget, can your company invest more in the positive campaign results?

3. Consider New Ad Platforms

If you can shift or increase your budgets, why not test out a new ad platform? Knowing your audience and where they spend time online will help inform your decision when choosing ad platforms.

Go beyond your comfort zone in Google, Microsoft, and Meta Ads.

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Here are a few other advertising platforms to consider testing:

  • LinkedIn: Most appropriate for professional and business targeting. LinkedIn audiences can also be reached through Microsoft Ads.
  • TikTok: Younger Gen Z audience (16 to 24), video.
  • Pinterest: Products, services, and consumer goods with a female-focused target.
  • Snapchat: Younger demographic (13 to 35), video ads, app installs, filters, lenses.

Need more detailed information and even more ideas? Read more about the 5 Best Google Ads Alternatives.

4. Top Topics in Google Ads & Microsoft Ads

Recently, trends in search and social ad platforms have presented opportunities to connect with prospects more precisely, creatively, and effectively.

Don’t overlook newer targeting and campaign types you may not have tried yet.

  • Video: Incorporating video into your PPC accounts takes some planning for the goals, ad creative, targeting, and ad types. There is a lot of opportunity here as you can simply include video in responsive display ads or get in-depth in YouTube targeting.
  • Performance Max: This automated campaign type serves across all of Google’s ad inventory. Microsoft Ads recently released PMAX so you can plan for consistency in campaign types across platforms. Do you want to allocate budget to PMax campaigns? Learn more about how PMax compares to search.
  • Automation: While AI can’t replace human strategy and creativity, it can help manage your campaigns more easily. During planning, identify which elements you want to automate, such as automatically created assets and/or how to successfully guide the AI in the Performance Max campaigns.

While exploring new features, check out some hidden PPC features you probably don’t know about.

5. Revisit Keywords

The role of keywords has evolved over the past several years with match types being less precise and loosening up to consider searcher intent.

For example, [exact match] keywords previously would literally match with the exact keyword search query. Now, ads can be triggered by search queries with the same meaning or intent.

A great planning exercise is to lay out keyword groups and evaluate if they are still accurately representing your brand and product/service.

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Review search term queries triggering ads to discover trends and behavior you may not have considered. It’s possible this has impacted performance and conversions over time.

Critical to your strategy:

  • Review the current keyword rules and determine if this may impact your account in terms of close variants or shifts in traffic volume.
  • Brush up on how keywords work in each platform because the differences really matter!
  • Review search term reports more frequently for irrelevant keywords that may pop up from match type changes. Incorporate these into match type changes or negative keywords lists as appropriate.

6. Revisit Your Audiences

Review the audiences you selected in the past, especially given so many campaign types that are intent-driven.

Automated features that expand your audience could be helpful, but keep an eye out for performance metrics and behavior on-site post-click.

Remember, an audience is simply a list of users who are grouped together by interests or behavior online.

Therefore, there are unlimited ways to mix and match those audiences and target per the sales funnel.

Here are a few opportunities to explore and test:

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  • LinkedIn user targeting: Besides LinkedIn, this can be found exclusively in Microsoft Ads.
  • Detailed Demographics: Marital status, parental status, home ownership, education, household income.
  • In-market and custom intent: Searches and online behavior signaling buying cues.
  • Remarketing: Advertisers website visitors, interactions with ads, and video/ YouTube.

Note: This varies per the campaign type and seems to be updated frequently, so make this a regular check-point in your campaign management for all platforms.

7. Organize Data Sources

You will likely be running campaigns on different platforms with combinations of search, display, video, etc.

Looking back at your goals, what is the important data, and which platforms will you use to review and report? Can you get the majority of data in one analytics platform to compare and share?

Millions of companies use Google Analytics, which is a good option for centralized viewing of advertising performance, website behavior, and conversions.

8. Reevaluate How You Report

Have you been using the same performance report for years?

It’s time to reevaluate your essential PPC key metrics and replace or add that data to your reports.

There are two great resources to kick off this exercise:

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Your objectives in reevaluating the reporting are:

  • Are we still using this data? Is it still relevant?
  • Is the data we are viewing actionable?
  • What new metrics should we consider adding we haven’t thought about?
  • How often do we need to see this data?
  • Do the stakeholders receiving the report understand what they are looking at (aka data visualization)?

Adding new data should be purposeful, actionable, and helpful in making decisions for the marketing plan. It’s also helpful to decide what type of data is good to see as “deep dives” as needed.

9. Consider Using Scripts

The current ad platforms have plenty of AI recommendations and automated rules, and there is no shortage of third-party tools that can help with optimizations.

Scripts is another method for advertisers with large accounts or some scripting skills to automate report generation and repetitive tasks in their Google Ads accounts.

Navigating the world of scripts can seem overwhelming, but a good place to start is a post here on Search Engine Journal that provides use cases and resources to get started with scripts.

Luckily, you don’t need a Ph.D. in computer science — there are plenty of resources online with free or templated scripts.

10. Seek Collaboration

Another effective planning tactic is to seek out friendly resources and second opinions.

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Much of the skill and science of PPC management is unique to the individual or agency, so there is no shortage of ideas to share between you.

You can visit the Paid Search Association, a resource for paid ad managers worldwide, to make new connections and find industry events.

Preparing For Paid Media Success

Strategies should be based on clear and measurable business goals. Then, you can evaluate the current status of your campaigns based on those new targets.

Your paid media strategy should also be built with an eye for both past performance and future opportunities. Look backward and reevaluate your existing assumptions and systems while investigating new platforms, topics, audiences, and technologies.

Also, stay current with trends and keep learning. Check out ebooks, social media experts, and industry publications for resources and motivational tips.

More resources: 

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Featured Image: Vanatchanan/Shutterstock

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