Ad spend optimization and budget tracking

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Daily performance data pull

   Automatically retrieves ad spend and performance metrics from all active campaigns. Collects data on cost-per-click, conversion rates, and daily budget consumption.

   Google AnalyticsHubSpot
2. 2

   Action

   Calculate performance ratios

   Processes the collected data to calculate key performance indicators like ROAS, cost per acquisition, and budget burn rate. Compares current metrics against predefined client targets.

   Google Analytics
3. 3

   Decision

   Evaluate budget reallocation needs

   Determines if campaigns are underperforming or overperforming based on threshold rules. Routes high-performing campaigns for budget increases and poor performers for reduction or pause recommendations.

4. 4

   Action

   Update campaign budgets automatically

   Adjusts daily budgets for campaigns within predefined limits and client approval parameters. Creates tasks for manual review when changes exceed automation thresholds.

   HubSpotAsana
5. 5

   Action

   Generate client budget reports

   Compiles performance data, budget changes, and optimization recommendations into formatted client reports. Includes visual charts and actionable insights for upcoming strategy calls.

   HubSpotGoogle Analytics
6. 6

   Output

   Deliver optimization notifications

   Sends automated budget tracking reports to clients and creates internal project updates for account managers. Includes alerts for campaigns requiring immediate attention or approval.

   HubSpotAsana

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