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The workflow guideMarketing

Prepare recurring search-ad keyword cleanup

Turn repeated keyword and negative-keyword analysis into a reviewable maintenance workflow.

6 implementation stepsIntermediate

How this works

Turn repeated keyword and negative-keyword analysis into a reviewable maintenance workflow. Keyword maintenance is a recurring control process, not a one-time hunt for low-converting phrases. The same search term can be irrelevant, under-observed, or relevant but served through the wrong match structure, and those situations require different actions.

Use a current search-term report and existing keyword configuration to propose precise additions, exclusions, or restructuring. Apply deterministic thresholds only after relevance and observation sufficiency are established. Keep proposed negatives reviewable because an overly broad exclusion can block valuable demand.

Before you start

Account taxonomy

Know campaign intent, product scope, and protected query themes.

Review policy

Define observation requirements and permitted match types.

Current configuration

Obtain existing keywords and negative lists to detect overlap.

Prepare the inputs

search_terms
Required

Query-level export

Include campaign, group, spend, and mature outcomes.

keywords
Required

Current keyword records

Retain match type and status.

negative_lists
Required

Existing exclusions

Identify account-level versus campaign-level scope.

relevance_rules
Required

Offer and audience criteria

Use concrete examples of acceptable and irrelevant intent.

review_window
Required

Dates and attribution settings

Avoid incomplete conversion periods.

Implementation, step by step

  1. Validate the report grain

    • Check duplicate rows, date coverage, and query normalization.
    • Preserve original search text alongside normalized forms.

    Checkpoint: A clean search-term table.

  2. Classify intent relevance

    • Compare queries with the actual offer and campaign purpose.
    • Separate unrelated intent, ambiguous intent, and relevant demand before considering performance.

    Checkpoint: A relevance queue with evidence.

  3. Assess observation sufficiency

    • Calculate spend and outcome measures using the approved window.
    • Keep low-volume or immature terms pending rather than automatically excluding them.

    Checkpoint: A mature-performance assessment.

  4. Draft exact changes

    • Propose keyword additions, negatives, or group changes with match type and scope.
    • Check whether existing exclusions or keywords already implement the desired behavior.

    Checkpoint: A deduplicated change set.

  5. Review exclusion effects

    • Test proposed broad or phrase negatives against valuable example queries.
    • Narrow the scope where a term has both useful and irrelevant meanings.

    Checkpoint: A reviewed import or action file.

  6. Reconcile after application

    • Record approved changes and actual account receipts.
    • Review subsequent query coverage and unintended blocks in the next cycle.

    Checkpoint: A maintenance history and follow-up list.

Decisions along the way

Term is relevant but has little data

Continue observation within existing limits.

One word appears in both useful and irrelevant queries

Use a narrower phrase or campaign-specific exclusion.

Desired keyword already exists

Avoid creating a duplicate and inspect its current routing.

What you will produce

keyword-maintenance.csv

CSV

Supports exact reviewed changes.

Include: query · entity_id · action · match_type · scope · reason · review_status

negative-impact-check.md

Markdown

Shows why an exclusion is appropriately scoped.

Include: proposed_negative · blocked_examples · protected_examples · decision

Check the result

  • Verify every proposed negative against the offer definition.
  • Recalculate performance using mature outcomes.
  • Check duplicates across shared negative lists.
  • Inspect whether important query examples would be blocked.

When something goes wrong

Report excludes hidden or low-volume queries

Disclose limited coverage rather than claim exhaustive maintenance.

A negative blocks intended demand

Revert the specific authorized change and review its scope.

Account IDs differ from the export

Refresh configuration before applying the file.

A worked example

SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT

Request

Clean search terms for business appointment software.

Inputs

Synthetic example. Synthetic free dentist jobs is irrelevant; appointment software for dentists is relevant. Both contain dentist.

Expected result

Synthetic expected result. Propose an exclusion around jobs where appropriate, not dentist. Keep the relevant query eligible and review match scope before applying.

Run a small pilot

Start small

One campaign with a mix of relevant, irrelevant, and ambiguous terms.

Record the baseline

Record manual review effort and later unintended exclusions.

Agree success criteria

Agree relevance accuracy and protected-query coverage.

Stop or revise

Stop application if the proposed file cannot be mapped to current account entities.

Keep the scope clear

  • A maintenance recommendation does not authorize changing live targeting.
  • Do not turn unknown conversions into zero merely to justify exclusions.

Check before using

Review false exclusions, conversion delays, and campaign scope. Keep account changes bounded and reversible.

Business activities

  • Run advertising and acquisition tests

Editorially adapted workflow; not independently tested.

FROM A RECIPE TO YOUR WORKFLOW

Bring the company context together.

This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.

For this recipe: Search-term and keyword performance · Campaign intent and exclusions · Change rules

Start with one recurring task, agree which sources to use, and review the first result with your team.

Discuss this workflow

What does your team do?

Choose the recurring work you would like to improve.

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