Search, paid search especially, benefits as an advertising medium where there is always room for improvement. This means PPC marketers often find themselves with massive to-do lists, outlining an overwhelming amount of tactical measures to perform for an account, or portfolio of accounts. As with any to-do list, the list can get so large that your mind spends extra time sorting out and organizing the list instead of actually getting things done. This becomes even more complicated when you factor in multi-goal campaigns (think retail: growing revenue, increasing ROAS, stabilizing run rates, lifting traffic, reducing seasonality). This makes for multiple lists of tasks under each goal and a limited time span to complete them. So, with this phenomenon in mind, below is a simple PPC Strategy Matrix to help focus your thoughts and improve your client’s accounts.
First, the setup:

Create an Excel worksheet with ‘Goals’ across the top and ‘PPC Tasks’ along the side. Assign each goal to a column under the ‘Goals’ heading (as many as you have). Prioritizing these goals from left to right may also help later.
Next, filling it out:

Obviously, this part largely depends on your specific client, so the examples above are generalized and purely illustrative J.
Begin listing out (as many as you and your team members can think of) the PPC Tasks that will allow you to achieve each specific goal. Don’t over think here. It’s just a list of suggestions and possibilities, nothing is set in stone. Nothing is wrong here and you should encourage your team (and yourself) to throw away any preconceived barriers and focus on ideal environments. For example, if your client is most interested in increasing revenue, you could add new keywords to your campaigns (or new campaigns to your account) to extend your reach. Also, if you’re operating below 100% impression share on any campaign, especially ones generating high revenue, you could increase those budget caps to capture incremental revenue.
Breaking this out also helps explain to clients what your team is doing on the account and why.
Lastly, taking action:

Highlight overlaps across each goal column using a unique color for each PPC Task. Now, make a list and check it twice:
- Bid management = 3
- Add new keywords = 3
- Increase budget caps = 3
- Lift CTR = 2
The PPC Tasks with more Goal overlaps become priority; therefore, we can file the task of “lifting CTR” to the bottom of our to-do. Naturally, there’s a tie, but if your goals are prioritized left to right, you would focus on “Bid management” first because it appears the most often to the left.
For the next tiebreaker, think about what you know about each task. “Adding new keywords” is going to take more time than “increasing budget caps”. Since you want to show improvements quickly, this knowledge makes “increasing budget caps” the next priority.
You now have a focused approach to improving your accounts: bid manage, increase budget caps, add new keywords, and lift CTR. This ensures your team and your client get the most bang for their buck by taking advantage of the “two birds, one stone” adage.
PPC accounts can be downright intimidating when you’re new to SEM world. Hundreds of thousands of keywords, hundreds or thousands of creatives, and real-time budget adjustments for million-dollar accounts will make even the most seasoned search marketers’ heads spin. However, by breaking down your holistic task list and forming manageable buckets arranged by priority, you can quickly decipher how to move the needle on your accounts and starting getting things done!