How Leadhub Eliminated Manual Data Entry and Saved 50-60 Hours Per Month with TrueClicks
How Leadhub Eliminated Manual Data Entry and Saved 50-60 Hours Per Month with TrueClicks
Results
50-60 hours per month saved
Every morning, Albert logs into TrueClicks and performs a quick check-in for any critical issues. He then plans the rest of his day according to the information in front of him. Albert calls TrueClicks "the best extra helper that we have."
There's also a constant effort by the TrueClicks team to ask Leadhub for feedback and beta feature ideas. "I don't think I've seen another organization or platform that is so open to customer feedback, which they take into consideration and you see it in future updates," Albert says. "Since we've been with TrueClicks, I have already seen some of our feedback be implemented in the platform, which is awesome to see."
Albert's team has dramatically streamlined their workflows by automating manual tasks like data entry, editing, and analysis. He estimates that the solution has saved each team member 10-12 hours per month, adding up to 50-60 hours of time savings per month saved across the entire team. These time savings have had downstream impacts, such as standardizing best practice campaign setups and ensuring appropriate quality checks from the start. Now, Albert’s team can spend more time making strategic changes that will enhance campaign performance and increase leads for clients.
"I would recommend TrueClicks to anyone who is managing digital campaigns on Google, on Microsoft ads, even if they're running Google Local Services (GLS) ads," Albert says. "It'll make marketer's lives a whole lot easier and help them have peace of mind."
“I really don't want to think about what life was like before TrueClicks. We were in the dark ages, and after TrueClicks, it feels like we're in the Renaissance."
THE customer
“My team is spending less time doing time-consuming, tedious account work. Instead, they’re able to repurpose that time into more productive and proactive actions.”
Solutions
PPC Auditing Software
- Analyze campaigns in minutes, not hours
- Stay on top of budget pacing
- Decrease CPA for clients
- Reduce manual workloads
Leadhub is a full-service marketing agency based out of San Antonio, TX. For more than a decade, the company has helped businesses with everything from web development and hosting to graphic design and complete campaign management.
Challenge
Eliminating manual campaign management processes
Leadhub’s priority is clear: securing the highest possible number of leads that result in more business for clients. For Paid Media Manager Albert Salinas, that boils down to helping clients create and manage winning paid search campaigns that yield the most leads with the least ad spend.
To optimize these campaigns, Albert and his team must track a wide range of KPIs and metrics, including the number of conversions, cost per conversion, conversion rate, and return on ad spend (ROAS). However, their time-consuming method for tracking metrics for a large number of campaigns was inefficient.
Albert and his team used to rely on a Google Sheet with custom scripts that would populate daily with data pulled from Google Ads. "Even though there was that automated component, it was by no means a convenient or seamless solution," Albert explains. There was still a lot of manual back and forth when creating and editing entries, and troubleshooting also involved constant manual work. All of this limited the team’s productivity.
More importantly, the team wanted to get a better handle on campaign budget pacing. They often found themselves catching over- and under-spending issues late in the month, when there wasn’t enough time to rectify them. This reactive approach prevented them from getting ahead of problems before they bubbled up into bigger issues. These oversights led to difficult conversations with clients and, in some cases, the loss of client trust.
Leadhub needed to streamline and automate manual processes while improving their capability to monitor monthly spending.
“The main reason we were seeking out a solution was to be able to quickly report and visualize where our progress was at any given point in the month. And that's exactly what the TrueClicks targets and budgets dashboard provides.”
Solution
Fully automated and accurate PPC audits
Albert’s search for budget-pacing tools led him to TrueClicks. During the trial period, he experienced a high level of support and care, and he believed the authenticity of the TrueClicks team indicated their dedication to helping marketers optimize the tool. The goal wasn't to profit from marketers but to make their lives easier.
His hunch was correct. TrueClicks automated the manual work that bogged down Albert’s team, allowing them to complete tasks in seconds rather than days. The Auto Apply feature connects to their Google Ads account and automates some of the basic housekeeping tasks that Albert's team previously spent so much time doing manually. Streamlining these activities keeps accounts in "tip-top shape."
Features such as TrueClicks' All Accounts dashboard enable Albert and his team to analyze campaigns at a glance. The platform’s automated in-depth campaign reports provide real-time data and help the team visualize data and spot issues and insights easily—without the need for manual data entry and analysis.
In addition to saving time, the budget target and budget pacing tools within TrueClicks have allowed them to stay on top of client spend. Albert's team can see progress and projections and quickly make adjustments to keep their budget pacing on schedule. "At a glance, you see if progress bars are in the green, red, or blue. Color coding makes so much more sense, and it's so much quicker," Albert says.
His team also began to use TrueClick's Monitoring Alert features to inform them about critical issues that they wouldn't have noticed otherwise. "They are lifesavers and game changers. Being able to proactively address things before they snowball into larger issues for the client helps us avoid situations that no marketer ever wants to find themselves in," Albert explains. The alerts can be customized to notify teams whether certain thresholds are met—or not met—by a specific date, and the alerts have saved his team from getting into some sticky situations.
Albert remembers one instance where a client paused their campaign for a holiday. The Leadhub team had created an automated schedule script to re-enable the campaign the day after the holiday, but it failed to run properly. When Albert checked his dashboard after the long weekend, he saw that there was a critical account issue—the campaign wasn't running—and immediately contacted the team to right the wrong. Luckily, they caught the issue before the client and were able to adjust spend for the remainder of the month to catch up.
“Being able to get our heads out of the trenches and get that bird’s eye view on what’s happening and where we’re going has definitely made us more proactive instead of reactive. And that’s all I could ask for.”
Results & feedback from dentsu users globally
.png)
“TrueClicks is clearly designed by search practitioners, for search practitioners. It's intuitive, powerful, and continuously improving!”
"TrueClicks saves about 80% of the time spent on auditing, monitoring, and pacing campaigns—it's a huge difference. That's why I always say that your PPC journey can be divided into "Before TrueClicks" and "After TrueClicks."
"Sticking to a target budget pace is very important to some of our clients. Before I joined dentsu, my colleagues used spreadsheets and formulas for this. It was time-consuming and error-prone. We needed a simpler, more accurate, and reliable way to track budget pacing and TrueClicks delivered."
"I find the budget pacing function highly effective, as it saves valuable time and significantly improves the overall efficiency of budget management. The added benefit of receiving recommendations and notifications when errors happen makes it even more valuable."
"I love how easy TrueClicks makes it to check and audit the account, allowing for quick fixes in the app, like adding negative keywords. I also appreciate the ability to tailor the flags to each account. Unlike the broad recommendations from Google or Microsoft, TrueClicks lets you customize flags based on your KPIs, helping cut through the noise and focus on what really matters."
“Issues are identified in real-time and can be fixed promptly. The daily update of the main dashboard is a great asset to our day-to-day management of accounts. Without TrueClicks, the time it takes to identify and resolve these issues—and then recheck to confirm our actions were effective—would increase exponentially."
"I love that TrueClicks gives recommendations and lets us make changes directly in Google Ads. Plus, we can also download results in Excel to share with clients."
"TrueClicks helps us set priorities within accounts immediately, saving valuable time. Another thing I love about TrueClicks is that it’s suitable for All PPC Levels: it supports both junior and senior PPC specialists. As a junior, it was incredibly helpful for me to learn how to identify focus points and understand what's essential in PPC. Now, as I've progressed in my career, I use the tool to monitor hygiene checks performed by colleagues and to focus on cost-saving and growth opportunities."
“Using TrueClicks has completely transformed the way we organize our weekly workflow. We start the week with a quick and clear review of budgets and targets in TrueClicks. Throughout the week, we rely on alerts for critical drops in campaign performance, allowing us to respond much faster, even when managing a large number of accounts and campaigns. Compared to before using TrueClicks, we freed up a lot of time that used to be spent on manual checks. Now, we can focus more on optimizing campaigns instead of getting lost in the details.”
.png)
"TrueClicks has also been a great tool for junior team members, allowing them to explore all aspects of our account. Its scoring system is fair and transparent, making it easy to apply the same approach when taking action on the account. It also plays a key role in our best practice auditing process for client deliverables."
How Leadhub Eliminated Manual Data Entry and Saved 50-60 Hours Per Month with TrueClicks
How Leadhub Eliminated Manual Data Entry and Saved 50-60 Hours Per Month with TrueClicks
THE customer
“My team is spending less time doing time-consuming, tedious account work. Instead, they’re able to repurpose that time into more productive and proactive actions.”
Solutions
PPC Auditing Software
- Analyze campaigns in minutes, not hours
- Stay on top of budget pacing
- Decrease CPA for clients
- Reduce manual workloads
Leadhub is a full-service marketing agency based out of San Antonio, TX. For more than a decade, the company has helped businesses with everything from web development and hosting to graphic design and complete campaign management.
Challenge
Eliminating manual campaign management processes
Leadhub’s priority is clear: securing the highest possible number of leads that result in more business for clients. For Paid Media Manager Albert Salinas, that boils down to helping clients create and manage winning paid search campaigns that yield the most leads with the least ad spend.
To optimize these campaigns, Albert and his team must track a wide range of KPIs and metrics, including the number of conversions, cost per conversion, conversion rate, and return on ad spend (ROAS). However, their time-consuming method for tracking metrics for a large number of campaigns was inefficient.
Albert and his team used to rely on a Google Sheet with custom scripts that would populate daily with data pulled from Google Ads. "Even though there was that automated component, it was by no means a convenient or seamless solution," Albert explains. There was still a lot of manual back and forth when creating and editing entries, and troubleshooting also involved constant manual work. All of this limited the team’s productivity.
More importantly, the team wanted to get a better handle on campaign budget pacing. They often found themselves catching over- and under-spending issues late in the month, when there wasn’t enough time to rectify them. This reactive approach prevented them from getting ahead of problems before they bubbled up into bigger issues. These oversights led to difficult conversations with clients and, in some cases, the loss of client trust.
Leadhub needed to streamline and automate manual processes while improving their capability to monitor monthly spending.
“The main reason we were seeking out a solution was to be able to quickly report and visualize where our progress was at any given point in the month. And that's exactly what the TrueClicks targets and budgets dashboard provides.”
Solution
Fully automated and accurate PPC audits
Albert’s search for budget-pacing tools led him to TrueClicks. During the trial period, he experienced a high level of support and care, and he believed the authenticity of the TrueClicks team indicated their dedication to helping marketers optimize the tool. The goal wasn't to profit from marketers but to make their lives easier.
His hunch was correct. TrueClicks automated the manual work that bogged down Albert’s team, allowing them to complete tasks in seconds rather than days. The Auto Apply feature connects to their Google Ads account and automates some of the basic housekeeping tasks that Albert's team previously spent so much time doing manually. Streamlining these activities keeps accounts in "tip-top shape."
Features such as TrueClicks' All Accounts dashboard enable Albert and his team to analyze campaigns at a glance. The platform’s automated in-depth campaign reports provide real-time data and help the team visualize data and spot issues and insights easily—without the need for manual data entry and analysis.
In addition to saving time, the budget target and budget pacing tools within TrueClicks have allowed them to stay on top of client spend. Albert's team can see progress and projections and quickly make adjustments to keep their budget pacing on schedule. "At a glance, you see if progress bars are in the green, red, or blue. Color coding makes so much more sense, and it's so much quicker," Albert says.
His team also began to use TrueClick's Monitoring Alert features to inform them about critical issues that they wouldn't have noticed otherwise. "They are lifesavers and game changers. Being able to proactively address things before they snowball into larger issues for the client helps us avoid situations that no marketer ever wants to find themselves in," Albert explains. The alerts can be customized to notify teams whether certain thresholds are met—or not met—by a specific date, and the alerts have saved his team from getting into some sticky situations.
Albert remembers one instance where a client paused their campaign for a holiday. The Leadhub team had created an automated schedule script to re-enable the campaign the day after the holiday, but it failed to run properly. When Albert checked his dashboard after the long weekend, he saw that there was a critical account issue—the campaign wasn't running—and immediately contacted the team to right the wrong. Luckily, they caught the issue before the client and were able to adjust spend for the remainder of the month to catch up.
“Being able to get our heads out of the trenches and get that bird’s eye view on what’s happening and where we’re going has definitely made us more proactive instead of reactive. And that’s all I could ask for.”
Results
50-60 hours per month saved
Every morning, Albert logs into TrueClicks and performs a quick check-in for any critical issues. He then plans the rest of his day according to the information in front of him. Albert calls TrueClicks "the best extra helper that we have."
There's also a constant effort by the TrueClicks team to ask Leadhub for feedback and beta feature ideas. "I don't think I've seen another organization or platform that is so open to customer feedback, which they take into consideration and you see it in future updates," Albert says. "Since we've been with TrueClicks, I have already seen some of our feedback be implemented in the platform, which is awesome to see."
Albert's team has dramatically streamlined their workflows by automating manual tasks like data entry, editing, and analysis. He estimates that the solution has saved each team member 10-12 hours per month, adding up to 50-60 hours of time savings per month saved across the entire team. These time savings have had downstream impacts, such as standardizing best practice campaign setups and ensuring appropriate quality checks from the start. Now, Albert’s team can spend more time making strategic changes that will enhance campaign performance and increase leads for clients.
"I would recommend TrueClicks to anyone who is managing digital campaigns on Google, on Microsoft ads, even if they're running Google Local Services (GLS) ads," Albert says. "It'll make marketer's lives a whole lot easier and help them have peace of mind."
“I really don't want to think about what life was like before TrueClicks. We were in the dark ages, and after TrueClicks, it feels like we're in the Renaissance."
.png){kind=logo}
.png){kind=logo}
