Performance Max for B2B: 5 best practices

Over the past few years, Performance Max has gone from an opaque experiment to a more capable — though still imperfect — campaign type for B2B marketers.

The fundamentals haven’t changed: skepticism still matters, first-party data is critical, experimentation is non-negotiable, and actionable reporting drives optimization. What has changed is how much better Google has gotten at operationalizing those inputs.

That means your Performance Max strategy needs to adapt. Here are five best practices for running more effective PMax campaigns for B2B today.

1. Guide AI with the right inputs

In 2022, given the automated nature of PMax campaigns and the aggressive way Google reps were pushing them, I predicted we’d see an accelerated move toward AI integration. That’s certainly played out, probably in part because of competitive pressures introduced by ChatGPT and the like. 

AI Max for Search (launched in 2025) and PMax are both being prioritized by Google, and that’s not necessarily a bad thing since Google hasn’t deprecated standard Search campaign for B2B and has provided a slew of helpful updates that make PMax more viable for B2B. 

Three updates worth using include: 

• Search themes, which are useful for more precise targeting.
• Brand exclusions, which help minimize CPC inflation and over-investment on less-incremental queries.
• Account-level channel reporting, which gives you a single dashboard look at performance across campaigns. For this feature, segment by conversion metrics to drill down on ROI by channel. You’ll quickly see overperformers where you can increase investment and underperformers that cry out for further optimization or reduced budget.  

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2. Address persistent lead quality issues

B2B lead quality in search campaigns has always been a challenge, and PMax’s relative lack of advertiser control makes that challenge tougher. I’ve pushed offline conversion tracking (OCT) since we’ve had that capability, but it’s an absolute non-negotiable for B2B campaigns.

Along with OCT, leverage a relatively new functionality, enhanced conversions for leads, and work around the edges by incorporating reCAPTCHA and testing other mechanisms to reduce PMax spam leads.

Dig deeper: The parts of Performance Max you can actually control

3. Build stronger audience signals

Citing the phase-out of third-party cookies that still hasn’t happened (!), Google officially sunsetted Similar Audiences in 2023, which — well, it was a big loss for advertisers.

To compensate, understand and adapt according to the nature of PMax targeting, which is based on audience signals. Feed the AI high-quality first-party data (CRM lists) and let the algorithm find “lookalikes” through its own internal signals.

CRM lists for B2B are obviously critical, and this should give you even more incentive to clean up and segment CRM data, with audience lists closest to the point of revenue (e.g., SQLs or revenue if you don’t have enough closed-won data to send strong signals), especially valuable for finding high-value new users.

4. Make creative a performance lever

Creative is an important part of the puzzle for PMax. Good creative can prompt the right audience to engage, and great creative can deter the wrong audience from engaging.

Because YouTube is now a massive part of PMax campaigns, video — which has never been a B2B strength — should be prioritized more than ever for performance marketing.

Google has made this easier by adding the ability to build AI-generated assets right in the Google Ads interface. Just recently, they launched an important complementary feature in beta: PMax A/B creative testing to help advertisers understand which creatives are actually driving performance, and to use test-and-control structures to surface winning (and losing) elements.

Dig deeper: Is Google Ads Asset Studio a game changer? Not so fast

5. Use reporting to drive decisions

A major source of frustration with PMax has been a lack of transparency into results. Over the last few years, Google has introduced reporting updates to address some of those concerns.

Search term insights and auction insights in the Insights tab provide more visibility into performance. Search term insights show how your ads perform for the queries users actually type, including how those ads are being matched and served. This added nuance makes optimization more precise.

Auction insights add competitive context, showing how your campaigns perform against others in the same auctions through metrics like impression share and outranking share.

Finally, asset-level reporting brings visibility to creative performance, with data on impressions, clicks, cost, and conversions for each asset.

Together, these updates give you a clearer view into what’s driving performance — and where to focus optimization efforts.

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Make Performance Max work for you

Taken together, recent updates make PMax more viable for B2B marketers than it used to be, especially for those with strong first-party data to train bidding algorithms and a need to find new customer pockets.

After more than 10 years in marketing, I still prefer having controllable levers — and I’m not willing to fully trust Google to act more in my (or my clients’) best interests than its own. Use everything at your disposal to make PMax campaigns work for you, and keep an eye out for new features Google releases that can give you more visibility and control over your account performance.

Dig deeper: Auditing and optimizing Google Ads in an age of limited data

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