Whether you work at a PPC agency or in house, chances are you’ll be taking over an existing PPC account at some point in your career. Gone are the days when few people had existing accounts – even advertisers who’ve been dark in PPC for a while probably have an old account sitting around that they want to revive.
There are plenty of good articles on the web about account transitions. I even wrote one myself. But sometimes, especially in the agency world, an account gets dumped on you with little notice, and you’re tasked with “fixing” it fast. With that, here are my top 3 tips for taking over an existing PPC account.
Discuss goals with key stakeholders.
Both the PPC Hero article and my SEW post talk about goal-setting, but it’s so important and so frequently overlooked that I must mention it again here. Even if the account you’re taking over has good conversion tracking in place, and even if you’re lucky enough to get copies of reports from the previous agency or account manager, set up 30 minutes to sit down with key stakeholders and talk about goals.
I once took over a B2B account where the client was tracking email signups as the primary conversion. In talking with them about their goals for PPC, I found out that they didn’t even have an email newsletter, and that email leads had to be hand-entered into their CRM! The previous agency had been optimizing for a KPI that didn’t move the needle for this client. We quickly identified other conversions that were more important to the client’s business. If I hadn’t had that goals conversation, I’d have been optimizing for the wrong thing, too.
Perform an account audit.
PPC audits are an invaluable tool for finding gaps and issues with an account. I’ve written and spoken about audits several times. At no time is an audit more important than when you’re taking over a PPC account for the first time. Use Joe Kerschbaum’s 10-minute audit spreadsheet and work through it. When you find problem areas, dig deeper. Have another PPC manager look at the account too, if you can. The initial audit will be your roadmap for the first 1-3 months of the PPC engagement.
I don’t think I’ve taken over a single PPC account that didn’t have at least one or two low-hanging fruit fixes I could make right away. Nothing makes you look like a PPC rockstar more than boosting performance by double digits in your first month.
Check the conversion tracking codes.
It seems obvious, but don’t overlook this step. You’ll want to audit not only the account itself, but the conversion tracking codes. Put through a few test conversions and make sure they show up on the back end. Go into the site’s source code and read through the actual tracking code. Make sure everything is working the way it should be in terms of tracking the goals you identified in the beginning.
Even experienced PPC pros get tripped up by bad conversion tracking codes. Make code audits part of your startup process, and your clients (or boss) will thank you. You might even be able to help them clean up their codes a bit. One of our clients did a tracking audit recently, and discovered that they have 15 different tracking scripts running on their pages. Wow.
If you’re taking over an enterprise account, they might have good reasons for having so many scripts. Again, talk this over with the client – maybe they need a tag management system.
Using these 3 tips will help you avoid potential disasters with new PPC accounts. What are your favorite tips for taking over a PPC account?