How do I create a weekly optimisation checklist?

How do I create a weekly optimisation checklist?

A weekly optimization checklist ensures you stay ahead of the AI without over-managing your campaigns. In an environment dominated by automation, your weekly routine should focus on governance, signal health, and waste reduction.


The Weekly Optimization Framework

This 30-minute routine is designed to catch anomalies and refine the data feeding your Smart Bidding.


1. Account Health & Hygiene (5 Mins)

  • Check for Disapprovals: Navigate to Tools > Admin > Policy Manager. Quickly appeal any “false positives” or fix broken landing page links. 
  • Audit Budget Pacing: Check your “Cost” vs. “Daily Budget.” Look for any campaigns labeled “Limited by budget.” If a high-performing campaign is limited, consider shifting funds from lower-performing ones. 
  • Conflict Check: Ensure no new negative keywords are accidentally blocking your primary target keywords. 


2. Search Term & Placement Refinement (10 Mins)

  • Negative Keyword Scrub: Filter the Search Terms Report for queries with zero conversions and spend greater than your target CPA. Add irrelevant terms as negatives at the account level.
  • PMax Placement Review: Go to Reports > Standard reports > Performance Max placements. Exclude any junk mobile apps or irrelevant websites that are eating budget without providing value.
  • Identify New Opportunities: Look for high-converting search terms that aren’t yet in your keyword list. Add them as Exact Match to gain more control over their bidding. 


3. Creative & Asset Performance (10 Mins)

  • Ad Strength Audit: Check the “Ad Strength” column in your Responsive Search Ads. Aim to move all “Average” or “Poor” ratings to “Good” or “Excellent” by adding unique headlines. 
  • Asset Refresh: In your PMax or RSA asset details, look for any text or image assets labeled “Low.” Replace one “Low” asset per week with a fresh variation. 
  • Split Test Progress: Check your active Experiments. If a test has reached statistical significance (usually after 14+ days), apply the winner and start a new test.


4. Conversion & Bidding Guardrails (5 Mins)

  • Conversion Anomaly Check: Compare this week’s conversions to last week’s. A sudden 100% drop usually signals a broken tag or a tracking outage rather than a market shift. 
  • Bid Strategy Review: Check the “Status” column for “Learning.” Avoid making changes to any campaign currently in this phase. 


Optimization Cadence

Task

Frequency

Target Metric

Search Terms Review

Weekly

ROAS / CPA

Budget Pacing

Weekly

Impression Share

Ad Copy Refresh

Monthly

CTR / Ad Strength

Landing Page Audit

Monthly

Conv. Rate

Bid Strategy Change

Quarterly

Total Profit / Volume


The “Wait 48 Hours” Rule

When you make a significant change (like changing a Target CPA or adding 50 new keywords), the AI needs time to recalibrate. Never judge a change in the first 48 hours. Mark the date of the change in your “Notes” or “Change History” and only evaluate the impact during your next weekly check-in. 

Last Updated 2nd February 2026.

Was this article helpful?

We publish our Knowledge Base to help individuals and businesses resolve common issues across websites, advertising platforms, Salesforce and other digital systems.

We regularly review and update our guides, but the platforms, software and services covered can change without notice. As a result, screenshots, settings, features or recommended processes may differ from those available when an article was last reviewed.

The information provided is general guidance and should not be treated as advice specific to your systems or circumstances. UTDS Optimal Choice cannot accept responsibility for errors, data loss, service disruption or other issues resulting from changes made by following these guides.

If you are unsure about any of the steps, particularly where a change could affect live systems, data, tracking or business processes, we recommend speaking to us before making the change. Our team can review your specific setup and provide advice based on the current platform and configuration.

Time for some professional support?

Our team are ready to help. As one of the few digital agencies that is both a registered Salesforce Consulting Partner and Google Partner Agency, UTDS Optimal Choice is expertly positioned to support you across your entire digital landscape.

Related Pages