Best for
- Accounts optimizing toward too many or low-value conversions
- Teams importing offline qualified leads or opportunities
- Organizations after website, tag, or consent changes
Review primary and secondary conversions, imported outcomes, enhanced conversions, values, attribution settings, duplicates, and account-default goals before automated bidding trusts them.
A conversion-action governance ledger, bidding-risk assessment, and approved remediation plan.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
2 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Automated bidding is only as good as the goals it receives. Duplicate actions, wrong primary status, missing values, and delayed imports can make performance look efficient while pulling spend away from business outcomes. This workflow makes the optimization signal explicit and auditable.
Expected results
Audit coverage
100% of the approved in-scope population
The workflow begins with a frozen scope and reconciles the analyzed row count to the platform control report, so coverage can be verified rather than estimated.
Evidence traceability
Every approved finding linked to a source evidence key
The data dictionary and evidence-key convention require each factual conclusion to point to a specific record, field, and as-of date.
Controlled execution
No source-system change without recorded approval and rollback data
Recommendations, approvals, and writes are separated into different steps, with pre-change exports and pilot validation before broader application.
Reusable operating cadence
A repeatable monthly and before bidding changes review system
The Claude Skill, rule register, acceptance tests, run manifest, and closeout process turn the work into a maintained operating system rather than a one-time analysis.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Write a one-page operating charter for Google Ads conversion action and bidding-signal integrity before exporting any data. State the exact decision this workflow supports: which conversion actions should be primary, secondary, fixed, excluded, valued differently, or monitored. Define the in-scope business units, pipelines, regions, date window, record types, and exclusions, then name one analysis owner, one Google Ads data owner, and one final approver. Record the review cadence as monthly and before bidding changes and specify where evidence, approvals, and exceptions will be stored. Review the charter with the approver and do not proceed until the scope and decision rights are accepted.
An approved operating charter with scope, owners, cadence, and decision rights.
A narrow decision produces better analysis than a broad request to “find insights”; keep out-of-scope questions in a separate backlog.
45-75 min
45-75 min
Convert the operating policy into a rule register that can be checked against Google Ads campaigns, search terms, assets, and conversion actions. Create one row per rule with rule_id, rule_name, business_reason, required_fields, calculation_or_test, pass_condition, exception_code, severity, owner, and policy_version. Start with these minimum checks: each primary action represents a business outcome worth optimizing toward, duplicate actions are identified, counting method matches the action type, values follow the approved hierarchy, offline and enhanced conversion coverage is monitored, and campaign-specific goals are documented. Give every rule an example that should pass and an example that should fail so reviewers interpret it consistently. Have the business owner approve the rule register and record any unresolved policy questions before data is scored.
A versioned rule register with pass conditions, examples, severity, and exception codes.
Version the rules independently from the workflow; changing a threshold should not erase which policy produced an earlier decision.
Pro workflow preview
Previewing 2 of 16 steps
Get the remaining 14 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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