Beginner’s Guide to Google Ads Competitor Analysis In 2024
Looking to research competitor's Google Ads?
In this guide I'll walk you through how to find their best ads, and reverse engineer their strategy.
Regardless of if your budget is as low as $10/day or $10,000/day, the same process applies.
We’ll first focus on analysis in this guide and then dive into strategy.
Let’s get into it! 👇
TABLE OF CONTENTS
- How to Find & Research Competitors Google Ads
- Free Tools to Find Examples of Competitors Google Ads
- Paid Tools to Find Examples of Competitors Google Ads
- How to Break Down Your Competitors Google Ads Strategy
How to Find & Research Competitors Google Ads
Pablo Picasso once said “good artists copy, and great artists steal” taking inspiration from what works from your competitors and transforming it into “your own” way is a sound approach.
Just remember this can sometimes lead to a situation where everyone is copying each other and no one has any real idea of what their doing in the first place 😅
Ultimately beating your own baseline performance is what you should obsess about.
With this disclaimer out of the way, you first need to know what competitors you want to research.
You can find who you’re up against with the auction insights report in Google Ads.
Find this report by navigating to Keywords > Auction Insights within your Google Ads account.
- Sort this report by Impression Share to understand how visible you are against your competitors for your targeting criteria (ex: keywords, locations, audiences).
- Review the Top of page rate as well to understand how often you and your competitors appear within the top 3 positions of Google.
Now that you have an understanding of who your competitors are.
Let’s dive into the free and paid tools you can use to conduct Google Ads competitor analysis.
Free Tools to Find Examples of Competitors Google Ads
Each of the following competitor analysis tools can be used for free, leverage whichever resonates.
Google Ads Transparency Center
Source: https://adstransparency.google.com/
The Google Ads Transparency Center was released on March 29, 2023 as a way to help you quickly and easily learn more about the ads you see on Search, YouTube and Display.
Since the release of this tool it’s become an absolute goldmine for Google advertisers.
Here’s how you can leverage the Google Ads Transparency Center for competitor analysis:
1. Visit the Google Ads Transparency Center and enter your competitors domain URL
2. Scroll down to see the most recent Search, YouTube, and Display ads
When scrolling through the results take note of the following:
- Number of total ads to understand how active your competitor is.
- The language the ads are written in to know if your competitor is running localization strategy.
- The primary keyword your competitor is trying to target in the ad copy.
- {Parameters} in the ad copy to know if your competitor is using dynamic search ads or keyword insertion.
3. Once you find an interesting ad click on it to reveal the target location
- Click on the show anywhere button to reveal the target location for the ad.
Armed with this information you can decide if you want to advertise to these same regions.
If you only used 1 tool for Google Ads competitor analysis I’d recommend the Transparency Center.
ISearchFrom
Source: https://isearchfrom.com/
If you’re planning to advertise somewhere you’re not physically located and want to know which competitors are bidding on your target keywords, ISearchFrom is a great free tool to use.
Here’s how you can utilize ISearchFrom for google ads competitor analysis:
1. Visit ISearchFrom and enter your target country and keyword
2. Review the ads to uncover advertisers in your target location you might not be aware of
From this simulated result for someone “physically” located in the United Kingdom I can see Coursera is advertising on google ads courses in this region.
From here I can leverage the Transparency Center to uncover more ad examples from them.
Again this is a great tool for finding competitors you’re not familiar with in locations you’re not in.
Paid Tools to Find Examples of Competitors Google Ads
Each of the following competitor analysis tools can be used for a fee, use whichever resonates and fits your budget.
SpyFu
Source: https://www.spyfu.com/
Price: $39-$79/month
If you’re looking for a simple tool to review examples of competitors Google Ads copy, target keywords, and landing pages.
SpyFu is a great tool to start off with, here’s how you can use it.
1. Visit SpyFu and enter your competitors domain
2. Review your competitors estimated Google Ads budget and quantity of paid keywords
3. Navigate to “PPC Research > PPC Keywords” to see all paid keywords
4. Head to “PPC Research > Ad History” to see all competitor ad examples by keyword
5. Uncover other top competitors “PPC Research > Competitors” you might know of
With this one tool you can get estimates of competitors' Google Ads budgets, review keywords, ads, and uncover opportunities across new competitors you might not know of.
Other paid tools:
There’s no shortage of paid tools you can use to research your competitors.
Here’s a list of some others worth exploring:
Don’t get hung up on the tools.
Achieving the end outcome is ultimately key.
Now that you know how to find and research your competitors Google Ads.
Let’s walk through how to break down their strategy.
How to Break Down Your Competitors Google Ads Strategy
Knowing what keywords and ad copy your competitors are using is a great starting point.
But getting answers to questions like:
- How are my competitors structuring their campaigns?
- How are they allocating budget?
are crucial insights that can separate you from them.
1. Reverse Engineering URL Parameters
Once you know your competitors landing pages, which you can get from:
- Searching keywords in Google and clicking on their ads
- Reviewing landing page URLs in SpyFu’s Ad History report
You’ll want to review their UTM parameters to get insights on the goal of this campaign, target keyword, and anything else around how it was set up.
URL Parameter Example #1 - Zoho
For example, I searched CRM software and clicked on this ad from Zoho:
When reviewing the URL post click I can see the following parameters:
/?network=g&device=c&keyword=crm%20software&campaignid=14928929712
&creative=552506800726&matchtype=e
&adposition=&placement=&adgroup=130022006802&gad_source=1
&gclid=Cj0KCQjw3tCyBhDBARIsAEY0XNlAKXey
TKDzEJQDpeNh2giI4p8sVSnWKqsvlND5bvZa_J
q62wCqSFoaAsc1EALw_wcB
By reviewing the URL structure I can gather the following information:
- Network = g | they’re advertising on Google Search
- Device = c | they’re running ads on Desktop devices
- Keyword = crm software | they’re bidding on crm software
- Matchtype = e | they’re using exact match
URL Parameter Example #2 - Freshworks
Let’s use one more example to drive this home with the Freshworks ad that was underneath Zoho:
?tactic_id=6071454&utm_source=google-adwords&utm_medium=FSales-Search-InsideEU-FSE-RLSA-New
&utm_campaign=FSales-Search-InsideEU-FSE-RLSA New&utm_term=crm%20software&device=c
&matchtype=p&network=g
&gclid=Cj0KCQjw3tCyBhDBARIsAEY0XNkaG_AiGqCRYj-AEcuQcnvJS_3eI0bS6jIKu_
M7JRmqOYwSIGwuc6UaAvYqEALw_wcB&gad_source=1
Here’s what I’m able to gather from the URL structure:
- Source = google-adwords | they’re advertising on Google Search
- Campaign = FSales-Search-InsideEU-FSE-RLSA-New | they’re advertising in the EU and running a remarketing list for search ads campaigns.
- Term = crm software | they’re advertising on the keyword crm software
- Device = c | they’re bidding on desktop devices
- Matchtype = p | they’re using phrase match
With this information you can start to get answers into how your competitors are structuring their campaigns and it’s freely available and ready for those advertisers that are savvy enough to look.
2. Keyword Classification
How are your competitors allocating budget?
Now you’ll never know the answer to this question with absolute certainty but with some manual work here’s how you can try and piece together a sense of their strategy allocation.
You’ll need one of the paid tools listed above in order to perform this keyword analysis.
I’ll be using SEMRush for the sake of demonstration but the general process is the same across tools.
1. Export all of your competitors paid keywords into a CSV
2. Filter the Last Seen column by the most recent month to see active keywords
3. Add a new column called “Theme” and classify each keyword by campaign theme.
This step can take some significant time but can be well worth the effort to understand your competitors keyword strategy and budget allocation priorities.
With your custom column of “campaign theme” you’ll want to manually classify each keyword.
Here’s the four campaign themes you’ll utilize for classification:
- NonBrand = high-intent keywords that don’t include your brand name
- Brand = keywords containing your brand name
- Competitive = keywords that represent your competitors
- Content = keywords that are informational and research oriented
Watch this video for a deep dive on how to perform this advanced classification:
4. Summarize your classified keywords into a pivot table to understand your competitors strategy and budget priorities
From here we can make some assumptions about what is working for our competitors.
- 87% of Udemy’s keywords are NonBrand, 9% Brand, 4% Content, and barely 0% Competitive.
- It’s safe to assume that the majority of the budget is supporting NonBrand, followed by Brand, Content, and ultimately Competitive.
Based on this allocation I might want to focus on NonBrand first given the volume of investment Udemy seems to be spending on it, and avoid competitive keywords to start.
This isn't 100% exact science but an advanced way to research your competitors Google Ads.
Need help calculating your stating Google Ads Budget?
If you’re in need of help calculating your starting Google Ads budget check out our calculator.
Hope you found this article useful!
See you in the next article or one of our free courses!
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Other Articles You May Enjoy.
10 Tips to Create B2B Ads that Convert
If you want your ads to drive conversions, you need the right messaging, positioning, design, tone, format, offer, etc.
This is especially true in B2B, where pushing prospects from initial awareness to conversion is extremely challenging.
Below are my top 10 tips to maximize your chances of success, based on my own experience working with dozens of B2B clients.
TABLE OF CONTENTS:
- Tip #1: Figure out what you want to say
- Tip #2: Don't use big words or acronyms
- Tip #3: Make it quick
- Tip #4: Use visuals that make your ad stand out
- Tip #5: Create ads that don't look like ads
- Tip #6: Steal from the greats
- Tip #7: Use powerful hooks
- Tip #8: Take up as much space as possible
- Tip #9: Speak like a human
- Tip #10: Stay in tune with what your customer wants
Tip #1: Figure out what you want to say
This might sound obvious, but before creating any ad, you should get extremely clear on the problem your company solves.
All of your messaging should come back to this problem.
If you’re running case study ads, the case studies should be related to this problem.
If you’re promoting a GIF of your product, the animation should help tell the story of how you solve that problem.
As Eugene Schwartz said: The objective of advertising is to highlight a problem and demonstrate how you can solve it.
Here’s a template I like using with my clients to clearly articulate the problems they solve.
Tip #2: Don’t use big words or acronyms
The more simple you keep your ads, the better they’ll perform.
There’s no need to drop in words like CAC, ROI, or ARPU into your copy. Acronyms are poo.
Even if you’re talking about complex topics, aim to keep your explanation simple.
Also, keep in mind, it’s impossible to explain everything about your company in a single ad.
To fully understand what you do, a prospect might need to see 20, 30, or 40 different ads, highlighting what you do in different ways.
Think of the ads in your cold layer as an icebreaker.
The idea is to communicate the basics of what you do in a simple and interesting way – not to tell your entire story.
Here’s an ad we made at Revenu for a client, to do exactly that.
Tip #3: Make it quick
Prospects should know exactly what they’re signing up for in 3 steps or less.
We followed that formula for this ad we made for another client.
With very few words, you can easily understand the benefits of the product.
And if you’re thinking: There’s no way I could explain my offer in 3 steps or less… you need to simplify your process.
When you truly understand your product story, it’s easy to simplify it. That’s where the first tip comes in.
Tip #4: Use visuals that make your ad stand out
A picture is worth a thousand words.
Ads that are filled with words don’t grab a users attention.
Think about what you’re trying to say, and how you can visualise it.
You can see how we did this for Scytale below.
It’s a fairly typical advert, but the way it’s broken out visually makes it much easier to digest.
Pro tip: If you’re only using static image ads, try GIFs. Making something move makes people click it more… simples.
Tip #5: Create ads that don’t look like ads
Want to triple your CTR? Make an advert that doesn’t look like an advert.
Once you get a ton of clicks, you can then retarget them with more product-focused messaging, but they’ve now been introduced to your brand.
To create these types of ads, think of the things that you do on a daily basis. For example, listening to Spotify, watching Netflix, playing chess or other online games, etc. How can you incorporate these everyday concepts into your ads, so that they feel natural and less promotional?
Also, think of the memes that make you laugh while you’re scrolling through different social platforms. Can you create versions of these that are related to the problem your company solves?
Here are a few examples we made for inspiration:
P.S. If you want more examples, check out my Sexy Ads Library, which contains over 300 of my favorite ads.
Tip #6: Steal from the greats
As Pablo Picasso once said, “Good artists copy, great artists steal.”
Lately I’ve been diving into B2C ads to find inspiration for B2B, from companies like Porsche, Land Rover, McDonald’s, etc.
It’s extremely hard to create amazing ads if you’re starting with a blank canvas.
Here are a few great examples:
P.S. I’ll be dropping a new library on my LinkedIn soon with tons of B2C examples, drop me a follow to be the first to see it.
Tip #7: Use powerful hooks
To perform well, your ads need to have powerful hooks.
In other words, you need to give your prospects a very specific reason to take action.
Are you offering an incentive to take a meeting, such as a gift card, free lunch, or free coffee?
Are you sharing a company resource, such as ad credits, a price promotion, or a software add-on?
Are you providing knowledge, in the form of a consultation, an audit, a workshop, etc.?
If you don’t give your prospects an obvious reason to take action, they probably won’t.
P.S. The hooks with the highest conversion rates are typically ones related to your unique company knowledge and resources. Check out a great example from Google below…
And this great visual from Cognism, making a joke about gift card ads.
P.S. Don’t get discouraged if your offer isn’t working the first time around – most companies have to experiment with multiple approaches before they find one that works. And when you do, it’s your main driver of new business for the next 5 years.
Tip #8: Take up as much space as possible
Ads that take up more space on the screen are more likely to stop the scroll, and typically perform better.
On LinkedIn Ads, square images (1200X1200) usually perform much better than rectangular images (1200X628).
Test vertical images (628X1200) that only appear on mobile too.
This ad we made got a CTR in the 2%+ range on LinkedIn, with a CPC in the $3-6 range.
This tip also applies to Google Ads. Make sure you’re using ad extensions to take up more space on the SERP and increase the chances of getting a click.
P.S. If you’re curious about the ad specs you can use across different platforms, check out this comprehensive guide.
Tip #9: Speak like a human
When you’re writing ads for social, make sure you don’t sound like a company.
Be human – friendly, silly, colloquial, personable.
You’re literally on a social media platform… be sociable.
Influencers have all the power these days, because people want to hear from real individuals with a real personality.
So if you want people to listen to you, you need to sound like a human.
These ads we made follow that exact tone, and it’s much nicer to read.
P.S. Some companies have a more professional and corporate tone of voice, but that doesn’t mean you can’t be clear and straight to the point. There are ways of sounding human, without being cheeky.
Tip #10: Stay in tune with what your customer wants
Even if you follow tips 1-9, you’ll still fail if your story is crap.
The world is constantly changing. Over time, the problem you solve may stop being a problem. Or another company may solve it for a fraction of the cost.
When these changes happen, you need to update your product and story in order to stay relevant.
To verify that the problems you solve are important, talk to your customers and interview companies in your ICP that aren’t working with you.
- How much of a problem is XYZ to you?
- Are you currently solving XYZ problem?
- How are you solving it?
- Be honest, would you use our product to solve it?
- If not, why?
- Do you use another company to solve this problem instead?
- How much do you pay them?
Asking these questions will help you verify that your product and story make sense.
Pro tip: In addition to qualitative feedback from customer interviews, you can ask your G2 rep for an export of all your reviews and upload it into ChatGPT. Then, you can ask ChatGPT to identify the top pain points and benefits that are mentioned, which will help you further understand the problems your company solves.
Hope you found this article helpful!
Feel free to reach out on LinkedIn with any questions.
Resources for mastering B2B advertising
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✅ 100% free access.
✅ Taught by vetted industry experts.
✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
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- Make a positive impact
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10 Tips to Align Your Content and Paid Media Strategy
Over the past decade, I’ve led content marketing for multiple B2B SaaS companies, and I’ve noticed a common problem:
Content marketers and performance marketers rarely communicate.
This leads to inconsistent targeting, positioning, and messaging, which ultimately leads to lackluster results.
If you want to hit your revenue targets, your content and paid media strategies need to be part of the same equation, not completely separate entities.
Below are my top 10 tips on how to get aligned with your content team.
TABLE OF CONTENTS:
- Tip #1: Don't Create "Ads"
- Tip #2: Repurpose the content you already have
- Tip #3: Use paid media to guarantee distribution
- Tip #4: Have a clear POV
- Tip #5: Make sure you have consistent messaging
- Tip #6: Don't be afraid to be different
- Tip #7: Leverage user-generated content
- Tip #8: Share the right content for the right stage of the customer journey
- Tip #9: Leverage retargeting
- Tip #10: Be willing to adapt and change as you learn
Tip #1: Don’t Create “Ads”
It’s easy to fall into the trap of researching the ads of your competitors and trying to mimic them. Or creating ads with a preconceived idea of what an ad should look like.
But at this point, we’re all hardwired to scroll past the ads in our feed.
Ironically, in order to stop the scroll, your ads have to blend in with other organic content.
If you create great organic posts that are educational, memorable, and enjoyable, they’ll probably also perform well as ads.
Tip #2: Repurpose the content you already have
Are there carousels, newsletters, or podcasts that have performed well for you in the past?
Revisit this content.
Why do you think it performed well? How can you remix it to extend its longevity?
One caveat here: Just because something has performed well in the past doesn’t mean you should run it as an ad.
For ads, I recommend repurposing the content that has performed well AND:
- Has a clear POV
- Is consistent with your other content themes
- Is related in some capacity to what your company does
Otherwise, you may end up confusing your audience.
Tip #3: Use paid media to guarantee distribution
We need to stop seeing paid media as something separate from content.
Great ads are just incredible content with guaranteed distribution to the right people.
If you’re running ads, make sure you’re constantly talking to the content marketers on your team to understand what’s working.
What pieces of content are getting the most engagement, communicating important messages, or telling valuable stories?
Is there an opportunity to put money behind this content?
It’s hard to create winning ads if your team is working in silos.
Tip #4: Have a clear POV
There are so many ads that feel and sound the same.
Even if they're creative, they don’t feel different because they lack a unique POV.
What’s the core idea that you want to communicate to your audience?
How is your perspective or approach different from that of every other company?
If you’re not communicating this, your audience will forget about you almost immediately.
P.S. Don’t be afraid to have a slightly more controversial POV, as long as it makes sense for your brand. Sometimes, taking that risk is necessary in order to be memorable.
Tip #5: Make sure you have consistent messaging
When it comes to messaging, you shouldn’t be throwing spaghetti at the wall.
Instead, you should be repeating yourself constantly. Sharing your core message in different ways so that people can easily understand what you do.
A lot of marketers are afraid of repeating themselves. But in order for you to be known, liked, and trusted at scale, repetition is essential.
If you think of the brands that you trust, you’ve probably heard their core message millions of times, maybe without even realizing.
Tip #6: Don’t be afraid to be different
In order to succeed, you need to be interesting, and do things that other companies aren’t doing.
There’s so much noise these days.
If you’re running ads, everybody else is.
If you’re creating content, everybody else is.
So, ask yourself, what can you do that’s different?
Why should prospects pay attention to you instead of other companies in your space?
Look at what everybody else is doing. Is there an opportunity for you to do the opposite?
You have to be willing to take calculated risks in order to stand out.
Tip #7: Leverage user-generated content
User-generated content is a powerful and underutilized tactic to build trust with your prospects.
Do you have video testimonials or celebratory screenshots from your clients?
This is great for both organic content and ads.
Having testimonials from real people comes across as more authentic than the standard G2 reviews that everyone else uses.
P.S. I know it can be nerve-wracking to ask for testimonials, but I’ve found that clients are usually happy to help – all you have to do is send a simple email or LinkedIn DM. And if you work at a larger org, you can talk to your customer advisory board, or ask your sales or CS team to make the ask.
Tip #8: Share the right content for the right stage of the customer journey
A lot of companies make the mistake of promoting the same content to every single prospect, without considering what stage of the buyer’s journey they’re in.
If someone’s already heard of your brand and interacted with your company multiple times, they’ll likely want to learn more about your product features, and may even be interested in a demo.
But if someone has never heard of you before, they probably won’t be interested.
If you’re targeting a completely cold audience, your priority should be to educate them about the problems you solve, not to generate conversions right away.
The reality is – especially in B2B – the demos you get now are a product of the work you did 6 months ago.
P.S. There are no shortcuts when it comes to building trust. Sure, you can use an intent provider and target people who are technically in-market, but typically, even those people need to see more content before requesting a demo.
Tip #9: Leverage retargeting
By retargeting, I don’t mean offering a demo to every single person that has interacted with your brand.
A lot of people in your retargeting audiences won’t be ready for a demo yet.
But they might be interested in attending your event or joining your webinar. Or they might want to learn more about your product, hear from your thought leaders, see testimonials from similar companies, etc.
What interactions have the people in your retargeting audience taken?
Based on these actions, what type of content do you think they’d be most interested in seeing?
It’s important to do this exercise to create a positive experience for your prospects.
If all you do is offer demos they’ll get tired of you pretty quickly.
Pro tip: Think of your retargeting audience as a newsletter that prospects didn’t opt into. Just like a newsletter, you need a mix of different content to grow the trust of your audience over time.
Tip #10: Be willing to adapt and change as you learn
In both content and advertising, it’s important to create a strategy that’s firm but flexible.
It’s great to have a general plan in place, but it shouldn’t be an immovable object.
You have to be willing to adapt based on your audience’s response.
Are there certain messages that are resonating more?
Are there certain formats that are performing better?
Are there certain audience segments that are expressing more interest in your product?
Based on this feedback, you may have to modify your approach.
Hope you found this article helpful!
Feel free to reach out on LinkedIn with any questions about content strategy or distribution.
Resources for mastering B2B advertising
If you’re serious about mastering B2B advertising then you definitely need to join 1,000+ B2B marketers leveling up their paid advertising skill sets in AdConversion.
Here’s 4 reasons why you should consider joining. Every one of our on-demand courses are:
✅ 100% free access.
✅ Taught by vetted industry experts.
✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
- Level up their careers
- Make a positive impact
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
Takes < 90 seconds to sign up (seriously we timed it 😂)
10 Tips to Make LinkedIn Ads Work for B2B SaaS
Over the past few years, I’ve helped dozens of B2B SaaS companies develop their LinkedIn Ads strategy.
Below, I’ll be sharing ten tips that I always give to my own clients, and that will significantly increase your chances of success with LinkedIn Ads 👇
TABLE OF CONTENTS:
- Tip #1: Research Your Customers
- Tip #2: Define Your Targeting
- Tip #3: Distribute Your Content
- Tip #4: Repurpose Your Content
- Tip #5: Test Lead Gen alongside ungated content
- Tip #6: Capture Demand With Retargeting
- Tip #7: Use Text and Spotlight Ads
- Tip #8: Leverage your SMEs for thought leader ads
- Tip #9: Set up the right tracking combination
- Tip #10: Make a commitment of at least 6 months
Tip #1: Research Your Customers
As a marketer, it can be challenging to fully understand your customers, especially since you’re not in direct contact with them.
In order to gain a better understanding, it’s a great idea to watch 3-5 sales calls, recommended to you by the Head of Sales.
Analyze how your sales team is presenting the product to make sure your messaging is aligned.
In addition to this, you can pull transcripts and summaries from hundreds of calls and have ChatGPT develop a content matrix and empathy map for you, summarizing the top pain points of your prospects.
Here is a templatized example of the outcome. ChatGPT can pull it out in this format based on the call summaries and give you a good foundation of commonalities for different prospects.
Once you’ve identified the top pain points and topics with the help of ChatGPT, send them over to a few people on your sales team to validate them. It can be very subjective but can help you to ensure that you haven’t missed any important nuances.
Tip #2: Define Your Targeting
Next, define your targeting.
What job titles, job functions, industries, and company sizes do you want to target?
Once you’ve drafted your audiences, you can share and refine with your stakeholders.
To start out, you can use a simple targeting combination such as Job titles + Company Sizes + Industries.
If your audience is too small using only job titles, you could substitute for Job Function + Seniority + Skills.
A few additional notes:
1. Make sure to check the audience insights section of LinkedIn Campaign Manager to find exclusions that you could potentially make. (video walkthrough)
2. If you have multiple personas, make sure to separate them into different campaigns so you can tailor your messaging.
3. There is no ideal audience size on LinkedIn Ads – small audiences of 10K can work well and larger audiences of 100K can also work well. Start by targeting your ideal customers, and you can expand over time.
Recommendation: Use a validated company list for better targeting and reporting.
Tip #3: Distribute Your Content
Once you’ve set up your audience, the next step is to distribute content towards them.
I highly recommend optimizing your ads for in-feed consumption – talk about the problems you solve directly in your ad copy.
This way, even if people don’t visit your landing page right away, they’ll still be learning about your company and can be retargeted later down the line with a more bottom of funnel offer.
Videos are a particularly great format for delivering these in-feed messages, and they also allow you to generate large retargeting pools.
When you run these ads, look at your impressions and views to make sure that you’re reaching your ICP. And check your engagement rate and dwell time metrics to ensure that the content is resonating.
Don’t expect demos or trials right away – the goal of these ads is to start generating some initial interest.
Tip #4: Repurpose Your Content
Do you have any great podcast or webinar clips related to your solution?
Has anyone on your team created a product demo walkthrough recently?
Do you have any customer testimonials from recent events?
This type of content can be easily repurposed for ads, and is great for both generating and capturing demand.
Before you start creating new content, look at the content that you already have.
Tip #5: Test Lead Gen alongside ungated content
I know lead gen is an unpopular strategy, but it can be a great approach to run lead gen campaigns alongside ungated content.
If you’re getting leads from incredible people within your ICP, you can show that to your stakeholders as proof that you’re reaching the right audience, and this can help you get approval to run more ungated content.
I don’t recommend lead gen as a standalone tactic, but it can be a solid way to get some initial results and build your retargeting audiences, while also validating the quality of your targeting.
Tip #6: Capture Demand With Retargeting
On LinkedIn, lead gen forms aren’t just for content like ebooks and whitepapers.
They’re also great for capturing demo requests.
The benefit of using lead gen forms is that people don’t have to leave the LinkedIn platform to request a demo, so it helps to simplify the process.
To start, I recommend running these ads to your retargeting audience, since people who have already interacted with your brand are the most likely to convert.
Also, when it comes to these demo campaigns, don’t be discouraged if you don’t see success right away.
In order to succeed, you need to test different types of messaging, different content, and different creatives until you find the right formula.
Another word of advice: Make sure you refresh the creatives in your retargeting audience at least once a month. Retargeting audiences tend to be small and have very high frequencies, so you may see signs of ad fatigue if you don’t refresh your creatives consistently.
Tip #7: Use Text and Spotlight Ads
Text and spotlight ads are an amazing and affordable way to stay top of mind with your retargeting audiences.
They’re very small and usually appear on the right side of the feed, and they get a ton of impressions but very few clicks.
I recommend setting these ads up with the website visits objective, so that you only pay when someone actually clicks.
Also, I recommend setting the lowest bid you can possibly set, along with a bid cap to avoid overpaying for clicks.
Another format to consider are follower ads, which are very similar to spotlight ads, but intended to drive more company page followers. This format is great for your colder audiences, and can help funnel your ICP into your organic audience for a longer term nurture.
You can use this template to draft the ad copy with ad specifications. You can also use dynamic macros in follower ads.
Tip #8: Leverage your SMEs for thought leader ads
If you have a founder or subject matter expert that’s active on LinkedIn, consider running their posts as thought leader ads.
Thought leader ads are great because:
1. They have high CTRs and very low CPCs compared to other formats
2. They allow you to get high-performing organic content in front of your ICP
Customer stories and educational content related to the problem you solve typically perform well as thought leader ads.
I’d avoid overly promotional and generic, AI-generated content – you want to distribute content that’s memorable and valuable to your ICP.
For more thought leader ad ideas, check out 14 Powerful LinkedIn Thought Leader Ad Strategies Worth Testing.
Tip #9: Set up the right tracking combination
There is no perfect tracking combination, but you do have to make sure that you’re collecting enough data to understand what’s happening inside your account.
First of all, you can track online conversions, like form submissions on your website. Then, you can also set up conversion API to have a deeper understanding of which campaigns are turning into pipeline and revenue.
Also, make sure you’re using UTM parameters — it’s much easier now because LinkedIn has dynamic UTM parameters — and pushing them into your CRM for full visibility.
And add “How did you hear about us” into your high-intent forms to capture additional insights about the sources that indirectly influence the prospects.
Just by having these basics in place, you should already have a solid understanding of what’s happening inside your account.
If you want even more insights on which campaigns and ads are influencing pipeline, you could use a tool like Fibbler to look at multi-touch attribution.
Tip #10: Make a commitment of at least 6 months
If you’re going to get started with LinkedIn Ads, make sure you make a commitment of at least 6 months.
Once you have your audience, targeting, messaging, and content ready to go, you need to decide what your game plan will be and how much budget you need.
How much money will you need to generate awareness within your cold layer?
How will your retargeting audiences expand over time?
What metrics will you look at to determine initial success? Maybe reach and engagement as leading indicators, and conversions as a lagging indicator?
Present a clear plan to your stakeholders so that they know what to expect and are on the same page. Also, emphasize that success won’t happen overnight, and that it takes time and patience to start seeing results.
Hope you found this article helpful!
Feel free to reach out on LinkedIn with any ad-related questions.
Resources for mastering B2B advertising
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10 B2B SaaS Copywriting Tips for Better Ad Performance
I don’t need to be the one to tell you this, but B2B tech companies have it hard when it comes to getting their advertising to perform.
They’ve got complicated products. And sophisticated audiences (who are all but totally allergic to buzzwords and fluff). And together, they make communicating your company or product’s value super hard.
Having helped countless B2B companies over the past 9 years I’ve learned more than a thing or two about writing copy for these companies.
And today I’m sharing with you my top 10 copywriting tips – tips you can use right away (literally, try them out after you finish reading this) to evaluate your existing ad campaigns and improve their performance, stat.
TABLE OF CONTENTS
- Tip #1: Sell The Click, Not The Product
- Tip #2: Take Something Out Of Your Ad Instead Of Putting More In
- Tip #3: Write First, Edit Later
- Tip #4: Remember How People Interact With Ads
- Tip #5: Use The Slippery Slope
- Tip #6: Don’t Be Afraid to Try Long Copy
- Tip #7: Try to Use Your Voice of Customer As Much As Possible
- Tip #8: Clear Before Clever
- Tip #9: Tie Benefits Back to Something Realistic
- Tip #10: Make Sure Your Copy Passes the “So What” Test
Tip #1: Sell The Click, Not The Product
The first tip is more of a mindset shift: remind yourself that your ad is selling the click, not the product (as a whole).
Prospects don’t see your ad in isolation. They see it in the context of everything else that happens throughout their day, AND in the context of everything else they see on LinkedIn, Google, Facebook or whichever platform your ad is served to them. So unlike an ecom ad, the goal of your ad here is to build excitement and anticipation. You want your prospect to be inspired enough to click on the ad and go where they can learn more about what you have to offer.
This still applies even if you’re providing a free trial, or something else that is free.
Because if you have an average contract value of $50,000-$100,000/year your prospect is NOT going to click on your ad and buy right away.
Instead focus on giving the prospect something – a tip, an idea, an emotional twinge – that will motivate them to click.
This could be through:
- The messaging you use (make sure you’re talking about how you solve business problems, not just “hey our product is really cool”)
- The type of call-to-action (CTA) (making sure it’s not too pushy for people who didn’t know you existed until now)
- The visual in your ad creative (making sure it hits an emotional soft spot)
Remember: You can always go into more depth on the landing page. But that won’t happen if your prospect doesn’t click through in the first place.
Tip #2: Take Something Out Of Your Ad Instead Of Putting More In
Focus on getting one really memorable takeaway across in your ad copy.
Writing copy by committee is never a great strategy and it’s easy to end up with ads that are saying so many different things that the prospect won’t take away any one thing in particular.
Let’s say your product’s main value propositions are: it’s fast, it’s easy to use, and it saves money.
Instead of stuffing all of that information into the same ad, I would write 3 variations:
- Ad Variation 1: Fast
- Ad Variation 2: Easy
- Ad Variation 3: Saves Money
Test each message separately so you can see which performs better AND so the prospect can remember your core value proposition.
Pro tip: you can say the same message 1,000 different times or more by repurposing the way you communicate that message to the market through different creatives, ad types, and copy.
Tip #3: Write First, Edit Later
There are so many times when we sit down to try to write an ad and it’s really hard.
First get all your thoughts, ideas, and concepts out in a document, then let it sit for a couple of hours, and finally go back to it with fresh eyes.
If you just try to write it in one session it’s going to be messy and you’ll spend forever tweaking it.
The idea is that you get to write a really stupid first draft. But you KNOW that it’s going to be bad. So that gives you the chance to get the bad ideas out to make way for the good stuff. Your goal is to come back later to edit and make it better.
I’ve lost count of how many times my first line in the body copy becomes my headline or other parts of my copy shift places with each other because they’re better suited for a different part of the ad. But I’m only able to make these connections with fresh eyes.
Pro tip: you can use ChatGPT for brainstorming but even still you need to let the copy sit. Give yourself time to process it so you can edit it and not just run with it at face value.
Tip #4: Remember How People Interact With Ads
Each element of your ad is a part of the puzzle.
People will stop the scroll because the creative caught them. Then they'll look at the headline. Then they go up and read the body copy. And finally they go back down to the headline before clicking.
The prospect's eyes are going all over the place which means you can’t afford to have copy that’s disjointed.
The headline leads into the body copy and should support the creative. And the body copy should support the headline. All the elements have to work together.
As Eugene Schwartz once said “copy is not written, it’s assembled".
Treat each element of your ad with equal importance and make sure it makes sense when you look at it from the eyes of your prospect.
Pro tip: you can’t create ads in isolation, you need your designer and copywriter working together to ensure each variable in your ad works together (headline, body copy, creative).
Tip #5: Use The Slippery Slope
Your first line of copy should get the reader excited to read the second line. The second line should motivate the reader to read the third line. And so on. Direct marketer Joseph Sugarman calls this the “slippery slope”. It makes sure your ad is interesting to read and that the ideas inside it are easy to digest.
The best way to check and test your messaging for clarity and word choice is to read it out loud.
If you’re in the middle of a sentence and you paused for breath, you should place a period. That will help your sentences flow more naturally one into the other.
Tip #6: Don’t Be Afraid to Try Long Copy
I have a bone to pick with people who say “nobody reads online!” Because of course they don’t – if they don’t have something interesting to read.
People binge on Netflix series, video games, novel trilogies, and more for hours in one go.
When you have people's attention you can keep sharing with them new details. But you have to earn their attention, first. (Which won’t happen with clickbait.)
What can you give them in your ad that will make them feel they got value from this interaction, no matter how fleeting it was?
- Did they learn something new?
- Did you make them feel something?
- Did you make them think for a second?
If you can do at least one of those three things you’ll earn their attention.
It’s hard to do this in 150 characters which is why long form copy is so powerful.
Don’t be afraid to push up until that 600 character limit if needed.
Long copy will also lead to a greater dwell time and provide so much more context and opportunity for you to build motivation so they have a reason to click through.
The takeaway here is that people will read your long form ads if it’s interesting to them. But they won’t read even short copy if it’s terrible.
Side note: When writing ad copy I create 2-3 variations for the headline and the body, usually testing out different lengths (short vs long).
Here’s my simple but effective copywriting template I use in Google Docs:
LinkedIn ads template | Eden Bidani
Pro tip: it’s easy for ads to get stuck in the same creative loops, don’t forget to brainstorm new creative concepts to test.
Tip #7: Try to Use Your Voice of Customer As Much As Possible
If no one in the product marketing or CS team is interviewing your customers do this ASAP.
Get on a call with them and ask them questions such as:
- How do you use the product?
- What is the impact of your product?
The goal here isn’t to get testimonials, it’s to understand how your customers talk.
You’ll walk away knowing the benefits that matter to them and challenges.
I’d also recommend talking with sales and asking them what are the top customer objections that prospects say and exactly how they describe it.
Using the same words and language your customers use allows you to communicate in their voice.
These insights are so powerful that not even ChatGPT can brainstorm this for you.
For example I used to work with a company that created $700 work bags and I interviewed a customer that mentioned she used to carry around a “mom bag”.
What did she mean by that? “A shapeless, old ugly bag.”
That word “mom bag” is so unique and reflective of the voice of our customers that using that in our landing page copy instantly resonated and resulted in tremendous lifts in conversion rates.
Five customer interviews can be all it takes.
Tip #8: Clear Before Clever
Jay Abraham once said sometimes the easiest way to sell a horse is to say “horse for sale”.
You have a fleeting moment with your prospects engaging with your ads.
So even if you have to use specific, complicated terms (for your sophisticated audience) you need to focus on making your copy as clear as possible.
For example, try to simplify your language as much as possible. Yes, this might result in you using less voice of customer, or using a different brand tone of voice, and other elements of your messaging. But clear will always convert best.
Consider the words you are using and find synonyms that imply the same meaning with less cognitive load.
John Carlton refers to these as “power words” for example:
Sometimes you want to say fast but you should be saying swift.
Swift implies a very different connotation than fast.
It’s a whole different level of sophistication above “fast” but it’s still a simple word.
How would you say this same thing to a friend? Is a great frame to have.
Remember to avoid complicated and overdone words like omnichannel 🤮
Tip #9: Tie Benefits Back to Something Realistic
Everyone LOVES to talk about benefits – think: “Grow your business!”, “Transform your workplace!", “Win more customers!”, or “Optimize your life…!” 🙄
It’s not that it’s not true. They are. But they’re just so high-level and vague people struggle to grasp them. You need to tie them back to something tangible – something realistic that your prospects identify with. Otherwise, they just come off as fluff.
So make sure the claims you make in your ads are specific. And even better, back up your claims by connecting them to a feature or capability of your product.
Take the step to connect your benefits back to something realistic.
Pro tip: even better than talking about how your benefits connect to something realistic, SHOW PROSPECTS HOW this happens with supporting images or videos.
Tip #10: Make Sure Your Copy Passes the “So What” Test
You should be totally skeptical about your copy (just like prospects will be).
People aren’t stupid — even if they fall victim to clickbait they will bounce from your landing pages.
Every time you look at your copy ask yourself so what? And pick it apart to see where it’s fluff.
Sit back and look through to see where you’re missing proof points or what can be removed.
You’ll be able to find all those tiny things that will throw people off reading your ads.
At the end of the day your audience will look at the total sum of your ad (headline, body copy, creative) and if there are elements out of place such as:
- Run on sentences
- Improper formatting
- Typos and obvious errors
All of these details will affect whether the audience feels they can trust you with their click.
So what allows you a third person frame to find what looks off, and what can be stronger.
Pro tip: search for free ad mockup software on Google to find tools you can use to see what your copy will look like to your audience within the platform you’re advertising.
Hope you found this article helpful! 👏
Connect with me on LinkedIn and let’s keep the conversation going.
And if you’re in need of copywriting assistance check us out at CAPE Agency.
Resources for mastering B2B advertising
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✅ 100% free access.
✅ Taught by vetted industry experts.
✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
- Level up their careers
- Make a positive impact
Click Here to Join 1,000+ B2B Marketers Today and start levelling up your advertising skill set.
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How to Create LinkedIn Audiences that Convert
Sometimes, LinkedIn Ads fail due to poor creatives, messaging, or offers.
But many times — and in my experience, most of the time — the problem is actually the audience.
If you aren’t reaching your ICP, it’s almost impossible to drive conversions.
After running LinkedIn Ads for many hypergrowth startups, I’ve developed a methodology to ensure that I’m getting in front of the right people and minimizing wasted spend for my clients.
I’ll be breaking down my entire process below 👇
TABLE OF CONTENTS
- Step 1: Define your ICP
- Step 2: Brainstorm your targeting
- Step 3: Draft your audiences in LinkedIn Campaign Manager
- Step 4: Refine your audiences
- Step 5: Adjust based on insights
- Conclusion
Step 1: Define your ICP
If you’re taking over a new account and don’t have any audiences yet, here’s where I recommend starting:
1. Explore the website to get some initial ideas on the target job functions and industries of your personas.
2. Talk to your clients. Are there certain industries, company sizes, job titles, or job functions that have historically driven more revenue?
3. Listen to demo calls to gain a deeper understanding of a) what pain points their product solves and b) who resonates most with these pain points
Step 2: Brainstorm your targeting
Once you have a strong understanding of your ICP, it’s time to look at the targeting options available within LinkedIn Ads.
To do this, you can make a copy of this LinkedIn persona database sheet, which contains all the job titles and industries available within LinkedIn Campaign Manager.
If you want to target IT professionals, for example, you can add the filter Text contains “Information Technology”, and you’ll find all 389 IT-related job titles that are available.
Based on these results, you can determine exactly what job titles (or job function + seniority) you want to target.
Also, by looking through the industries tab, you can define the industries you want to reach in your campaigns.
Pro Tip: LinkedIn’s industry categorization can be a bit confusing. If you aren’t sure what industries you should be targeting, look up your best-fit customers on LinkedIn. What industries are they in? These are likely the ones you should be targeting.
Step 3: Draft your audiences in LinkedIn Campaign Manager
Once you have a solid understanding of your ICP and the job titles and industries you want to go after, you’re ready to go into LinkedIn Campaign Manager and create your audiences.
Here’s how you do it:
1. Navigate to the audiences tab, on the left hand side of LinkedIn Campaign Manager.
2. Go to “Saved”, and then click on “Create Audience”
3. Click on “Edit” and input your targeting criteria.
4. Apply your targeting criteria (in the bottom right corner of your screen)
5. Save your audience so you can come back to it later. You can do this in the top right corner of your screen.
Here are the top 3 audiences that I’ve seen the most success with for capturing demand (feel free to steal or adapt to your company’s needs)
1. Remarketing
90-day Website Visits + 90-day Video Views + 90-day Single Image Ad Interactions + 90-day Company Page Visitors + 90-day Content Lead Gen Form Submissions
AND
Target Locations
AND
Target Job Titles (Substitute for Job Function and Skills if audience is too small)
***Typically I like to go with a 90-day window, but you could go with a longer 180-day window if you have a longer sales cycle.
2. Tier 1 & Tier 2 Accounts
Tier 1 & Tier 2 Account Lists
AND
Target Job Titles
AND
Target Company Size
AND
Target Locations
3. Open opportunities
Companies in the open opportunity phase
AND
Target Job Titles
AND
Target Locations
Step 4: Refine your audiences
Now that you’ve drafted your audience, you’re almost ready to launch, but not quite.
Before going live, it’s important to refine your audiences by making exclusions.
Otherwise, you’ll end up wasting money on irrelevant people.
Here’s how you do it:
1. Access the saved audience you already created
2. Refine the Audience
Look at the “Member” and “Company” sections of your audience for exclusion ideas.
In the member tab, you can see what job titles, job functions, and seniorities you’re targeting.
For example, if you’re aiming to target the IT job function and 21% of your audience consists of Engineering or Military, you might exclude these irrelevant functions.
In the company tab, you can review what industries, company sizes, and companies you’re targeting.
For example, if you’re aiming to target FinServ and realize that 13% of your audience is in Hospitals and Healthcare, you may want to exclude it from your targeting.
Go through all available options in your saved audience and refine as much as possible.
Once you’re happy with the exclusions you’ve made, you can add this audience to your campaigns.
Here are the top exclusions that I typically make to avoid wasted spend (feel free to use as inspiration)
1. Irrelevant Industries
2. Irrelevant job functions
3. Irrelevant seniorities
4. Up-to-date list of customers and competitors
5. Current employees
6. People who have visited the login or support pages
7. Poor fit titles (ie students, teachers, retired, interns, analysts)
8. Company sizes outside of ICP
9. People who have recently filled out demo forms
Step 5: Adjust based on insights
After making exclusions and launching your campaigns, your work isn’t finished. In order to be successful with LinkedIn Ads, you need to continually check and adjust your targeting.
To do this, make sure you look at your demographics report on a weekly basis.
This can be found in the top right corner of LinkedIn Campaign Manager. To access it, simply select your campaign and click on “Demographics.”
Now, you’ll be able to see the job functions, job titles, companies, industries, seniorities, etc. that your campaigns are reaching.
Look through all of these insights – are the people you’re reaching closely aligned with your intended targeting?
Are there certain job titles, functions, companies, industries, etc. that you want to exclude?
Doing this exercise may seem tedious or insignificant, but these small details are often the difference between success and failure.
Conclusion
To summarize, if you want to generate conversions on LinkedIn Ads:
1. Make sure you get extremely clear on who you want to target.
2. Consider testing proven targeting combinations, such as retargeting, tier 1 and tier 2 accounts, and open opportunities.
3. Audit your audiences in LinkedIn Campaign Manager and make all the necessary exclusions to avoid wasted spend.
4. After launch, consistently check your demographics report and adjust your audiences as needed.
P.S. If you have any questions and would like to get in touch, feel free to send me a message on LinkedIn
Resources for mastering B2B advertising
If you’re serious about mastering B2B advertising then you definitely need to join 1,000+ B2B marketers leveling up their paid advertising skill sets in AdConversion.
Here's 4 reasons why you should consider joining. Every one of our on-demand courses are:
✅ 100% free access.
✅ Taught by vetted industry experts.
✅ Have workbooks, resources, and templates.
✅ Less than 10 minutes per lesson.
We believe every marketer should know how to scale paid ads so they can:
- Scale their ideas
- Level up their careers
- Make a positive impact
Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
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10 Tips You Need to Know Before Hiring Your Next Ad Agency or Consultant
Working with an advertising agency, freelancer, or consultant?
After the past 12 years working in-house I know what good and bad looks like.
In this article I’m going to share with you my hard lessons learned on working with these partners.
And if you’re an agency owner, freelancer, or consultant reading this (take notes!) 📝
These tips are bucketed into four parts: people, product, process, and results.
Let’s dive in!
TABLE OF CONTENTS:
- Tip #1: Be clear on your communication needs and expectations
- Tip #2: Decide your meeting cadence
- Tip #3: Get clear on who and what for your tools
- Tip #4: Review your brand foundations
- Tip #5: Make sure your extended team knows the audience targeting
- Tip #6: Define your operational plumbing
- Tip #7: Share your historical benchmarks
- Tip #8: Be clear on your naming conventions
- Tip #9: Have clear trackable goals
- Tip #10: Set clear timelines and deliverables
[process] Tip #1: Be clear on your communication needs and expectations
You have to be upfront about this from the beginning.
Where and how often are the two key questions here:
- Where will we be communicating? (ex: Slack)
- How soon should you expect a response? (ex: within 24 hours)
- How fast can I expect a certain task to be completed? (ex: 72 hours)
You need to tell your partners what you expect from them in terms of communication.
Steal this template:
“Hey {Name}, I want to be really clear that with the agencies I work with I expect a response from my slack or emails within {timeframe, ex: 12 business hours}”.
This is equally as important for those of us managing clients as it allows you to more effectively prioritize your communications with clients and triage your day.
[process] Tip #2: Decide your meeting cadence
This tip connects with the previous around framing expectations.
You have to get clear on how often you’re going to be meeting, is it weekly, bi-Weekly, monthly?
Communicate your expectations on how often you’ll meet and the options available.
By getting clear on your needs and how fast you want to get things done will allow you to answer this.
The best part about defined meeting cadences is that it allows you to hold people accountable.
It’s a forcing function that makes sure you’re getting what you need fast enough.
My preferred meeting cadence:
Weekly for the first six weeks to build trust and create momentum then move towards bi-weekly.
Within the first 6-weeks of working with a new agency or consultant you’ll want to ensure they are set up with:
- Systems access
- Clearly defined goals
- Clarity on your ICP and audience
From here everything is addressed and you can move to a bi-weekly cadence.
Again this is my personal preference align according to your needs!
If you want some tips on how to run an effective meeting check out my LinkedIn post 🎉
[process] Tip #3: Get clear on who and what for your tools
The last thing you want is for it to take four weeks for your agency to get plugged into your system.
Get your new partners access to your systems as fast as possible so they can begin adding value.
Build a document with a clear list of all the primary tools they’ll need access for and who to contact.
If the agency, consultant, or freelancer you’re onboarding already has clear documentation already on how you can provide them access to their primary tools this is a green flag! 🟢
If you can take the initiative to build an internal version of this document even better.
You know your marketing operations person's name, make sure they know as well.
The more people working together across teams the more important this becomes.
[product] Tip #4: Review your brand foundations
Make sure your agency, freelancer, or consultant understands your brand.
Your brand foundations consists of:
- What does your solution do?
- What’s your unique value prop?
- What’s your origin story?
- Who are your competitors?
- What’s your tone of voice?
Even better if your partners can sit in on a live demo (or at the minimum watch a recording).
If your partners don’t get sold on the unique value you provide they will never be able to make an impact with the campaigns they create for you (and red flag if they don’t want to know! 🔴).
[product] Tip #5: Make sure your extended team knows the audience targeting
We touched on this on tip #4 but this is so important it deserves its own tip.
Audience targeting is the foundation of everything you’re going to be doing.
You need to be absolutely clear on:
- Job titles
- Job functions
- Company size
- Industries
Really, really, really hone in on this! 🙏
Make sure your extended teams knows this as well.
This is where your buyer persona comes into play, if you need help on how to craft one check out Module 2 of my B2B Advertising Foundations course where I show you how to piece it together.
Give them as much customer information as possible because they have to know this.
They need to know what good vs bad leads look like.
Pro tip:
Keep all this customer information in a shared document so your partners can refer back to it in the future when needed and setup a shared channel to monitor lead quality 🔥
[process] Tip #6: Define your operational plumbing
You need to be specific on how things should be tracked.
The goal isn’t to just drive leads, it’s to scale legit qualified pipeline and revenue.
Work with your extended teams to map out your customer lifecycle operations.
For example, they should be clear on:
- Once someone fills out a form, now what?
- How are leads being handed off to sales?
- How is the team being notified on new leads?
- How are they being followed up with?
From here it’s piecing together the right UTM conventions for measurement, connecting forms in our marketing automation tools so be able to route appropriately.
Walk through all of these steps and the points in-between so things are tracked.
Take my word for it, defining this will save you a lot of headaches at the end of the quarter! 😅
[results] Tip #7: Share your historical benchmarks
You need to first understand your historical benchmarks so you can share them.
Reverse engineer your funnel to understand your performance between steps.
This will look different for every company but here’s an example for sales led:
- Meetings Booked
- Meetings Completed
- Opportunities
- Pipeline
- Revenue
Knowing the difference between steps is crucial to improve efficiency.
If your agency or consultant isn’t trying to reverse engineer your funnel that’s a red flag! 🔴
Share these historical benchmarks and hold them accountable.
[Process] Tip #8: Be clear on your naming conventions
Your partners need to be able to jump inside your ad accounts and understand what’s happening.
The first step is making sure they are informed on your naming conventions.
Align on naming conventions for:
- Forms
- Campaigns
- Creatives
And if you’re reading this and don’t have existing naming conventions, ask yourself:
What are the questions I’d like to answer from my campaigns?
For example, I want to know:
- What’s my performance by region?
- What’s my performance by campaign objective?
- What’s my performance by ad?
Then use these answers to include them in your naming convention.
This is a really small in the weeds tactical step but worth sharing.
[results] Tip #9: Have clear trackable goals
Determine the metrics that matter that your advertising partners should track and the frequency in which they should be reporting on these goals to you.
I personally like to report on these weekly to make sure everything is pacing appropriately.
This also allows you to pivot quickly when things start to go off track.
When determining the metrics that matter, also brainstorm your leading indicators.
Leading indicators are clear metrics that help you determine early signs of success.
For example, depending on your campaigns objective it might look a bit different:
- Lead gen = qualified leads created
- Awareness = engagement rate by ad type
Just choose something that can happen quickly within the first 7 days of a campaign going live and is a relevant milestone that will ultimately lead to your end goal.
🟢 An early and specific goal is better than no goal at all.
Without this clarity you or your partners won’t be able to prioritize what needs to be done.
If you’re struggling with deciding on your goals go back to tip #7 and understand your benchmarks.
[results] Tip #10: Set clear timelines and deliverables
Defining the success metrics that matter and the roadmap to get there is CRUCIAL.
You have to be clear upfront timelines for both parties or it’s going to get squirrely 🐿😅
If it’s not defined upfront as you go things will go sideways.
Communicate to your agency, consultant, or freelancer:
Here’s what we expect from month 1, 2, and so on…
You’re hiring these experts to come in and solve a specific problem.
The goal is to hold your partner accountable to the outcome and not tasks.
This keeps you focused on the things that matter (ex: funnel optimization, benchmarks, goals).
I hope you found these 10 tips helpful and the best of luck in your future partnerships! ♥️
Connect with me on LinkedIn, and let’s keep the conversation going.
You can also visit my website here for more valuable content.
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