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Here were the resources we covered in the episode:

Excel Reporting Walkthroughs on Youtube

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Follow AJ on LinkedIn

B2Linked’s Youtube Channel

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Summary

In this episode, AJ Wilcox breaks down the optimization routine his team uses to manage LinkedIn Ads accounts effectively over time. He emphasizes the importance of staying flexible while implementing a structure that includes daily pulse checks, weekly checkups, and monthly deep dives. Daily checks focus on monitoring spend, CPC, CPL, and impression volume, ensuring everything is on track without making premature changes. Weekly reviews involve deeper analysis like pivot table comparisons across campaigns, spotting ad fatigue, and evaluating audience performance to make data-backed micro-adjustments. AJ warns against overreacting to short-term fluctuations and encourages marketers to keep an eye on trends before acting.

Monthly evaluations allow for higher-confidence decisions, like reallocating budget between top- and low-performing campaigns, reassessing offers and landing pages, and reflecting on past changes to determine if they worked. He introduces the metaphor of “promoting something to surgery”—a signal that it’s time to take decisive action based on accumulated insights. The goal across all levels is to strike a balance: optimizing with precision without interrupting data collection or prematurely tweaking campaigns. Ultimately, AJ’s framework helps marketers confidently manage accounts, reduce waste, and move closer to their LinkedIn Ads goals.

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