How Leadhub Eliminated Manual Data Entry and Saved 50-60 Hours Per Month with TrueClicks

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.”