Performance & conversion

Decide the next change to paid spend.

A campaign report can show weak results without explaining the right response. Use Purselio's paid media review workflow to examine spend, outcomes, and tracking context, then prepare a practical allocation and testing proposal.

Open Purselio signs you in and returns you to your project list. It does not start this workflow on its own.


Move from a worrying number to a considered next step

Use this workflow before a budget review, after a performance change, or when the client asks where spend could work harder. Start with the business outcome the campaigns are meant to support.

What you can prepare

A reconciled performance view

Compare spend and results against the reporting period, conversion definitions, and targets that matter to the client.

A diagnosis with the right caveats

Separate likely inefficiency from tracking concerns, conversion lag, small samples, and differences in campaign purpose.

A budget and experiment proposal

Prepare changes within the client's constraints, with the reasoning, assumptions, and monitoring conditions behind them.

What to bring

  • Campaign data or exports for a defined period
  • The business conversion and target economics
  • Currency, timezone, and attribution context
  • Budget limits, commitments, and recent account changes

How the workflow comes together

  1. Check the reporting foundation Confirm the data coverage and whether conversions and spend can be compared reliably.
  2. Find the material issues Use supported breakdowns to identify likely waste, stronger performers, and unresolved tracking questions.
  3. Prepare a bounded recommendation Show proposed reallocations, tests, and the conditions for reviewing them again.

Example brief

Review last quarter's campaign export. Our client needs to keep total spend unchanged but wants a clearer proposal for reducing acquisition costs.

What to work toward: A campaign comparison, tracking questions, and a budget-neutral allocation proposal with explicit assumptions.

Illustrative example

Example output

Fictional sample for layout. Not a customer result, testimonial, or product screenshot.

CampaignObservationSuggested move
Brand termsClicks rose, leads did notHold spend
Competitor termsClicks land on a thin pageFix the page before scaling

Questions about this workflow

Can we use exported data?

Yes. Provide the relevant campaign export and its reporting context. A live connection is useful only when supported by your workspace.

Will the workflow change the advertising account?

The workflow prepares analysis and recommendations. Changes to spend or campaign settings require a separate authorized action.

Are savings or future results guaranteed?

No. Proposed changes are decisions to evaluate. Their results depend on demand, auctions, attribution, creative, and other conditions.

Related workflows

Make the next budget conversation more specific.

Bring the campaign data, targets, and constraints. Develop the paid media review in Purselio.

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