
Using the Jobs To Be Done Framework to Maximize Revenue in B2B Ads [+Free Template]
Understanding the Jobs To Be Done framework developed by Tony Ulwick can be confusing and overwhelming because most of the information you’ll find is focused on product development.
In this article, I’m going to unpack the Jobs To Be Done framework from a B2B advertising perspective.
Why? Because identifying what job your customers are truly “hiring” your product or service to do will be the secret to launching a powerful ad campaign.
This article is part of our B2B learning track so if you’re serious about learning B2B advertising you’re in the right place!
Let’s dive into it 👏
TABLE OF CONTENTS:
- Understand Why Customers Choose Your Product
- Using the Jobs to Be Done Interview Matrix Template
- Customize Your Messaging with Personality Insights
- Real Use Case of the JBTB Matrix Template
- Free Resources to Jumpstart Your B2B Marketing Career
Understand Why Customers Choose Your Product
In any industry, people don’t buy products, they invest in solutions to get a job done. It’s not just to buy another thing like your cat-hoarding grandmother. 😅🐈

For B2B marketers, Tony Ulwick’s Jobs to Be Done framework should be focused on why your customers “hire” your product or service, so you can put them and their needs at the heart of your advertising story.
This will help you to identify what pain points you’re helping your customers solve to get to the root of what motivates them because your advertising campaign should be about them — not you.
But how can you do that?
You can use the Jobs To Be Done framework when you're launching a new advertising campaign or when you want to improve the conversion rates of your existing advertising campaigns (aka your ads that aren’t converting)
The most impactful way to start is by identifying three to five recent customers who fit your target market (or Ideal Customer Profile - ICP).
If you need help identifying your ideal customer profile, check out this article: “How to Craft B2B Buyer Personas for Ad Targeting”
Select customers who either recently purchased or have the potential to represent your ideal buyer. These interviews will reveal why they chose your service and what specific pain points you helped them solve.
To make your life easier, I developed a free template called Jobs to Be Done Interview Matrix 🙌
You can find it in Module 2, Lesson 3 of my free B2B Advertising Foundations course, and it’s your roadmap for collecting insights during interviews.
Using the Jobs to Be Done Interview Matrix Template to Gather Actionable Insights

In this JTBD Interview Matrix Template, you’ll be looking for five key points that highlight your customer’s journey with your brand:
- Situation and Pain Points - What challenges are they facing?
- Motivation - Why did they start looking for a solution?
- Trigger - What prompted them to move forward with your service?
- Ideal Outcome - What result are they seeking?
- Competitor Evaluation - What other options were they considering?
The matrix helps you organize answers by each customer’s profile and offers a side-by-side comparison of their unique characteristics.
It also offers 8 helpful interview questions you can use to uncover the right golden nuggets that will make your campaign shine. ✨
Customize Your Messaging with Personality Insights
Finally, understanding your customer’s personality type is like having the key to crafting messaging that lands with confidence.
Resources like Crystal can help you determine each customer’s DISC personality type (Dominance, Influence, Steadiness, Compliance) by scraping their LinkedIn profiles, labelling how they like and prefer to be communicated with, and their style and tone because this will ultimately influence the messaging that you can create for each of your advertising personas.

Here’s a real use case for you to understand each step of the JTBD Interview Matrix
Let’s take Spotify as an example. I love Spotify, so if I were doing an interview with a Spotify customer, it would look like this:

Situation & Pain Points
I get tired of hearing the same songs on the radio. I can’t easily listen to the exact song I want to hear.
Motivation
I want to listen to specific songs when I want
Trigger
I’m in the gym, and I need a song to pump me up
Ideal Outcome
I want to listen to the music I choose, everywhere
Other Solutions/ Products Evaluated – Competitors
Radio, XM Radio, Pandora, Apple Music, Silence
Personality characteristics (DiSC type, DiSC archetype, etc)
Trailblazer - ID. Confident style, with a mix of informality and formality gets their attention.
- Pace: Speak slightly fast. Sounds like a ‘gets shit done’ person.
- Tone: Do not sound too eager, as if you have met a friend suddenly after a long time. Keep the tone calm but confident.
- Tactics To Win: Strong words, focus on results, respectful confidence
Based on the JBT Interview Matrix, here are some Spotify ad examples:


The main takeaway is that you can make your ad campaigns even stronger when you really know what “job” your customers are “hiring” your product or service to take care of.
Use the Jobs To Be Done matrix to dig deep into what matters most to them and adjust your messaging to connect on a personal level. 🙂
I hope you found this article helpful!
Connect with me on LinkedIn, and let’s keep the conversation going.
You can also visit my website here for more valuable content.
Jumpstart Your B2B Marketing Career

If you’re serious about mastering B2B advertising, then you definitely need to check out my free course that will teach you the foundational knowledge to becoming a high-performing B2B marketer who knows how to use advertising to drive legit business and revenue impact without the fluff or wasting your time and money learning the ropes the hard way.
- Module 1: you’ll get a crash course in the B2Bverse and master terminology, sales processes, and working across teams.
- Module 2: you’ll learn how to become your customer's psychologist and understand them deeply with buyer personas that allow you to craft effective messaging.
- Module 3: you’ll master the B2B funnel and learn how to think like a CEO to identify performance bottlenecks and convert more leads into revenue.
- Module 4: you’ll learn how to put it all together and build your go-to-market strategy that gets your ad in front of your dream buyers and converts attention.
This course was designed with absolute beginners in mind.
Accelerate your learning curve and start the course today for free.
People Also Ask
How can I effectively identify the ‘jobs’ my B2B customers are trying to accomplish with our product or service?
Conduct in-depth customer interviews and surveys to uncover the underlying tasks and objectives your clients aim to achieve. Focus on understanding their pain points and the desired outcomes they seek. 
What are the best practices for integrating the JTBD framework into our existing B2B advertising strategy?
Align your marketing messages with the specific jobs your customers need to be done. Develop content and campaigns that address these needs directly, demonstrating how your solution effectively fulfills their objectives. 
How can the JTBD framework assist in differentiating our B2B offerings from competitors in the market?
By focusing on the unique jobs your product addresses, you can highlight distinct value propositions that set you apart. This approach shifts the conversation from features to the specific benefits and outcomes your customers can expect. 
What role does customer feedback play in refining our understanding of their jobs to be done?
Regularly gathering and analyzing customer feedback helps in accurately identifying and prioritizing the jobs that need to be done. This ongoing process ensures your offerings remain relevant and effectively meet customer expectations. 
How can we measure the impact of applying the JTBD framework on our B2B advertising ROI?
Track key performance indicators such as conversion rates, customer acquisition costs, and customer satisfaction levels before and after implementing JTBD-informed strategies. Analyzing these metrics will provide insights into the framework’s effectiveness in enhancing your advertising efforts.
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Other Articles You May Enjoy.

5 Best LinkedIn Advertising Agencies for B2B Growth in 2025
In my previous company as the Head of Marketing, I went down the rabbit hole and looked for the best LinkedIn Ads Agencies out there.
I spent weeks poring over agency websites, got on calls, digging into case studies, and even had candid conversations with some of their clients.
If you’re a VP of Marketing who has seen fair share of “lead gen” hype, you’ll appreciate this no-fluff look at the top LinkedIn advertising agencies that actually move the needle.
1. AdConversion – The Demand Gen Powerhouse
I first came across the AdConversion agency when I was searching for an agency in my previous company that could deliver more than just a flood of low-quality leads.

What impressed me was their laser focus on demand generation, built around full-funnel strategies. This is an agency that doesn’t simply buy clicks. They craft ad experiences that nurture prospects from awareness to close.
What impressed me about AdConversion:
- Structured Full-Funnel Approach: AdConversion’s 5 Stages Model ensures campaigns are methodically executed across every stage of the buyer’s journey. Create (brand affinity), Capture (converting in-market buyers), Accelerate/Activate (speeding up sales cycles or converting free trial users), Revive (re-engaging closed-lost opportunities), and Expand (driving revenue from existing customers).
- Data-Driven Optimization: Their dedicated data team builds detailed dashboards, implements offline conversions, and provides real-time performance tracking to improve campaign effectiveness.
- Always-On Automation: AdConversion uses an internal system to optimize ads 24/7, automatically pausing underperforming ads (e.g., CPSQL > $1,000), detecting ad fatigue (e.g., frequency > 5, CTR < 1%), and adjusting ad schedules for optimal performance.
- Creative & Conversion-Focused Execution: AdConversion takes full ownership of design, copywriting, and landing pages, ensuring that every campaign asset is optimized for engagement and conversion. Their structured creative process ensures ads don’t just look good, they’re built to drive pipeline and revenue.
- Transparent Pricing & No Hidden Fees: AdConversion does not lock you into long-term contracts and you can walk away from the partnership at any time. Unlike many agencies that charge a percentage of ad spend, AdConversion operates on a flat-fee model, ensuring your costs remain predictable without additional markup based on budget increases.
Bottom Line: If you’re looking to transform LinkedIn from a lead-generator into a revenue engine, AdConversion is a partner that understands the entire buyer’s journey. Their pricing starts at $6,600/month.
Chat with the team and see if it makes sense for your business. They even tell you if they’re not the right fit on the first call.
2. Omni Lab – The Data-Obsessed Performance Marketers
Omni Lab immediately caught my attention for its no-nonsense, demand-gen approach. Specializing in B2B SaaS, they prioritize tracking every micro-conversion that eventually builds into a significant pipeline.

When I dug into their methodology, what stood out was their commitment to transparency and measurable performance.
Key Takeaways on Omni Lab:
- Pipeline Impact Over Vanity Metrics: Omni Lab insists that every ad dollar must correlate to revenue. Their dashboard isn’t cluttered with impressions and CTRs. They break down performance to show the exact pipeline impact.
- Speed & Agility: They’re built for fast-paced environments. If you need a campaign to go live in days (not weeks), their lean processes and agile approach make that possible.
- Sophisticated Retargeting: Their approach ensures that no high-intent lead slips away. They focus on keeping prospects engaged through precision audience segmentation, exclusion lists, and dynamic retargeting strategies that reinforce messaging across multiple touchpoints until they’re sales-ready.
Bottom Line: Omni Lab’s pricing is based on your monthly ad spend. It starts at $3,665/month for a $5,000/month ad budget and it does not include creatives or copywriting.
3. Impactable – Affordable, Yet Highly Focused
Not every company has a massive ad spend, and that’s where Impactable comes in.

Originally known as a LinkedIn lead-generation shop, Impactable has evolved into a full-scale LinkedIn advertising agency without requiring a massive budget.
Their pitch is simple: deliver quality, demand-driven campaigns that are accessible to SMBs and startups alike.
What I Discovered About Impactable:
- Cost-Effective Solutions: With plans starting under $849/month, Impactable makes LinkedIn advertising accessible. They’ve refined their process to squeeze maximum performance out of modest budgets.
- Demand Generation Focus: While many agencies settle for generic lead gen, Impactable uses retargeting and personalized messaging to ensure that leads aren’t just numbers—they’re potential revenue drivers.
- Strong Focus on Retargeting: They have one of the most robust strategies in place when it comes to retargeting. Their strategy takes into account all the different engagements a prospect could potentially have with you and makes the best use of everything that LinkedIn Ads has to offer.
Bottom Line: Impactable offers a smart entry point into LinkedIn advertising without sacrificing quality. However, this pricing is applicable only if you want them to handle LinkedIn Ads. If you’re looking for an agency that can handle other channels, you’ll be paying extra.
4. B2Linked – Technical Mastery for High-Budget Campaigns
B2Linked is where the deep technical expertise of LinkedIn advertising truly comes to light. Founded by AJ Wilcox, a recognized expert in the space, they bring a level of analytical rigor that few agencies can match.

I was struck by how methodical their approach is; every campaign is treated as a data puzzle to solve.
Key Insights on B2Linked:
- Deep Auditing & Optimization: With over 800 audited accounts, B2Linked identifies common pitfalls in targeting and bidding strategies, then uses proprietary tools to rectify them.
- Advanced Bidding Techniques: They’ve built internal tools that lets them run tests to ensure that every bid is optimized for cost-efficiency and reach.
Bottom Line: For companies that spend less than $15,000/month on LinkedIn ads, their pricing is set at $3,000/month + a one-time setup fee of $1,000. Copywriting and design is an add-on package that is priced at $1,000/month.
5. Remotion – The Specialist for B2B Tech Companies
Remotion is a dedicated LinkedIn advertising agency focusing exclusively on B2B SaaS companies.

With a proven process for generating pipeline, they have been specializing in LinkedIn Ads and B2B SaaS since 2016
What Sets Remotion Apart:
- Exclusive Focus on LinkedIn Ads for B2B Tech: Remotion's specialization allows them to deeply understand the nuances of LinkedIn's platform and the unique challenges faced by B2B tech companies.
- Comprehensive Campaign Management: They handle all aspects of LinkedIn advertising, from lead generation and brand building to demand generation, ensuring strategies align with company-specific KPIs.
- Collaborative Approach: Remotion works closely with clients' internal teams, including sales and marketing, to ensure ad messaging aligns with overall business objectives and effectively nurtures prospects.
- Data-Driven Optimization: Utilizing automatic reporting, they focus on metrics that matter, analyzing performance down the funnel to SQLs, opportunities, and customers, ensuring continuous improvement.
- Expertise Across Tech Verticals: Their experience spans various tech sectors, including cybersecurity, fintech, martech, and more, allowing them to craft tailored strategies for each industry.
Bottom Line: If you’re a B2B tech company looking to leverage LinkedIn as a strategic growth channel, Remotion’s specialized focus and collaborative approach make them a formidable partner, despite their premium pricing ($$$$).
Final Thoughts: Choosing the Right Partner for Your LinkedIn Strategy
Every agency has its strengths and unique focus areas. The best choice depends on your specific objectives, budget, and the maturity of your LinkedIn strategy.
For me, the standout performer is AdConversion. After all, I did hire them at my previous company to build pipeline and revenue.
Needless to say, they didn’t disappoint.

How to Use Negative Keyword Lists on Google Ads to Avoid Wasting Budget
Google makes money when people click on ads, whether those clicks convert or not. That’s why our defense against blowing our budget starts with negative keyword lists.
I learned this the hard way when I spent $300 on clicks meant for my DJ business on the keyword “DJ Khaled”. Because he came into town and I didn't add “DJ Khaled” as a negative keyword.
Today, I’m breaking down how to use negative keyword lists effectively so you don’t make the same mistake that I did.
TABLE OF CONTENTS
- What Negative Keywords Are and Why They Matter
- Building and Organizing Negative Keyword Lists
- Applying Negative Keywords Strategically
- How to Add Negative Keywords in Google Ads?
- Universal Negative Keyword List for B2B
- The Bottom Line
What Negative Keywords Are and Why They Matter
Negative keywords are words or phrases that prevent our ads from appearing when people search for them.
In Google Ads, they are the exact opposite of “positive keywords”, which are words or phrases that match the ads to what people are searching for.
The simplest way I can explain positive vs. negative keywords is: Positive keywords are the searches I want to show up for, but negative keywords are the searches I don’t want to waste my money on.
As I always say: Positive keywords give me visibility, but negative keywords give me focus. Without them, I’m spending money on people who were never looking for me in the first place.
By consistently adding negative keywords, I’m able to refine search terms, report, and block irrelevant, wasteful queries.
And I can’t stress this enough: Negative keywords are crucial to success as a Google advertiser.
Building and Organizing Negative Keyword Lists
One of the best ways to implement negative keywords is through lists.
I could apply them at the campaign or ad group level, but using a negative keyword list keeps things organized.
Think about categories like employment, education, profanity, or even competitors. I recommend grouping similar themes.
For example, as a B2B marketer, I block keywords around job searches or salary info, which are rarely relevant. And instead of adding these keywords manually to every campaign, I create a negative keyword list called “Employment” and apply it across the account.
When it comes to competitors, if I see irrelevant brand searches appearing in my search terms report, I add them to a “Competitor” negative keyword list and block them all at once.
I don’t want to pay for clicks from users looking for a company I don’t even sell!
Applying Negative Keywords Strategically
As I mentioned before, I could add negative keywords at the ad group or campaign level.
But here’s the trick: Using them strategically for campaign sculpting. This is how I prevent closely related keywords from triggering the wrong ad group.
It’s powerful but can get complicated if not handled with care.
If I go overboard, I might create keyword conflicts, meaning my ads don’t show up at all.
The lesson I learned is: Start simple, and build out as needed.
How to Add Negative Keywords in Google Ads?
Negative keywords aren’t a one-and-done deal. They need to be continuously refined to keep campaigns running efficiently.
The best way to do this? A system.
First, I review the search terms report. Google gets looser with keyword matching every year, so I always find searches that shouldn’t be triggering my ads.
And then block them.
Second, I build themed negative keyword lists. Here are some common ones:
- Employment: Blocks job-related searches like hiring, careers, salary, Glassdoor.
- Education: Stops ads from showing up for courses, certifications, degree programs.
- Investors: Prevents searches related to stock prices, funding rounds, shareholder meetings.
- Profanity: Blocks offensive or inappropriate searches.
- Bargain Shoppers: Eliminates searches with free, cheap, discount, coupon.
- Support: Keeps customer service-related queries out, like help desk or technical support.
By now, if I were you, I couldn't help but apply the negative keyword lists to my Google Ads dashboard. So here’s a step-by-step guide on how to do it:
- In my Google Ads dashboard, click the 🛠️Tools icon

- Click the Shared Library drop-down in the menu (1), and then Exclusion Lists (2)

- Click on the ➕icon (Add negative keyword list) to create a list

- Name your list, paste in the negative keywords, and save

- To apply a negative keyword list to a campaign, click on the list in the Exclusion lists

- And check the campaign name to which you want the negative keyword list applied to.

Universal Negative Keyword List for B2B
Over the years of managing B2B Google Ads campaigns, I’ve learned that a well-optimized negative keyword list is just as important as selecting the right positive keywords.
To help businesses cut out wasted spend and improve lead quality, I’ve compiled a universal list of negative keywords that I consistently apply across campaigns.
These terms filter out job seekers, educational or support questions, and other unqualified traffic that could derail ad performance.
No matter where we are in our advertising strategy journey, this list serves as a strong foundation for refining targeting and maximizing ROI.
Employment
- address
- headquarters
- careers
- glassdoor
- indeed
- job openings
- positions
- salary
- internship
- looking for work
- occupation
- part time
- full time
- recruiter
- resume
Education
- "can I"
- "how to"
- "what is"
- "what are"
- "books"
- "courses"
- "school"
- "classes"
- "university"
- "college"
- "academy"
- wikipedia
- "powerpoint"
- "presentation"
- "training"
- "workshops"
Support
- help desk
- knowledge base
- login
- support
Investors
- funding
- investment
- investors
- series a
- series b
- series c
- series d
- series e
- series f
- crunchbase
Profanity
- chicks
- dating
- kinky
- naked
- nude
- porn
- porno
- sex
- x-rated
- xxx
- fuck
- damn
- shit
- bitch
- cunt
- fucker
- hoe
- asshole
- ass
- murder
- death
- accident
- horrific
Bargain Shoppers
- close outs
- short cut
- shortcuts
- remainders
- remainder
- liquidation
- close out
- hack
- hacks
- closeout
- cheap
- overstock
- bargain
- cheapest
- clearance
- odd lots
- shortcut
- free
- discount
- closeouts
- inexpensive
- short cuts
- discounted
Politics
- democrats
- republicans
- senate
- congress
- terrorism
- isis
- hamas
- voting
- legislation
- riots
Of course, each business is unique in its own way.
So definitely add new negative keywords to your Google Ads account depending on your business and make sure to take that into account when adding the above negative keywords.
And to make it easy for you to manage your own negative keyword list, we created a template for you.
You can access the Negative Keyword List Templates in the Paid Search - Planning Template in the "Negative Keyword Lists" tab.
The Bottom Line
Negative keywords aren’t just a nice-to-have.
They’re the guardrails that keep your Google Ads budget from spiraling into wasted clicks. By grouping them into strategic lists and continuously refining, you’re ensuring that every dollar goes toward the right audience.
So, don’t wait.
Start building and optimizing your negative keyword lists today. Your ROI will thank you.
But if you really want to level up your B2B advertising game, there’s more to master than just negative keywords. That’s where Google Ads course by AdConversion comes in.
Join 4,500+ B2B marketers who are sharpening their paid media skills inside AdConversion’s free, on-demand courses. Here’s why you should sign up:
✅ 100% free access – No hidden fees, no fluff.
✅ Taught by vetted industry experts – Learn from people who run high-budget B2B campaigns.
✅ Workbooks, resources & templates – So you can implement, not just watch.
✅ Bite-sized lessons (<10 min each) – Easy to fit into your schedule.
Click here to join in under 90 seconds (seriously, we timed it 😂)

10 Tips to Design an Effective LinkedIn Ads Funnel Architecture
Over the past 5 years, I’ve helped hundreds of B2B SaaS companies develop a strong LinkedIn Ads funnel architecture.
This has allowed them to show up in front of the right audiences, with the right messages, at the right time, ultimately leading to more pipeline and revenue.
I’ll be breaking down my entire methodology below.
Let’s dive in.👇
TABLE OF CONTENTS
- Tip #1: Outline your variables
- Tip #2: Whiteboard your funnel
- Tip #3: Set clear campaign goals
- Tip #4: Create ads that match the funnel stage
- Tip #5: Don’t forget attribution
- Tip #6: Get efficient before getting fancy
- Tip #7: Retarget like a pro
- Tip #8: Test smart, not random
- Tip #9: Keep tabs on performance
- Tip #10: Learn, improve, repeat
Tip #1: Outline your variables
Before you do anything else, you want to outline all your variables.
What audiences do you need to target? Are they actually active on LinkedIn or will you have to try with a different platform? How large are your audience sizes? How much budget do you have? What content do you have available to you and what gaps do you currently have?
You need to put all those pieces on the table to understand if LinkedIn is a viable channel for you in the first place.
If you have minimal content, a small budget, and an audience that isn’t very active on LinkedIn, you’re setting yourself up for failure.

Tip #2: Whiteboard your funnel
Once you have your pieces on the table, you can use Figma, Miro, or simply pen and paper (my personal preference) to start mapping out your funnel.
For example, let’s say you’ve created your audience and have identified that your TAM is around half a million people. But maybe your ideal ICP — which you want to start targeting with ads — is only 65K people.
Now, you need to ask yourself the question: what type of content would this audience find interesting and push them further down the funnel?
Maybe, to start, they’d want to see something funny related to a pain point they’re having. Next, they might want to see more content related to this pain point, in addition to product videos and testimonials. Eventually, they might be open to requesting a demo.
Ultimately, you want to map out the journey that you want your prospects to take; even if they don’t follow this exact journey — which they probably won’t — doing this exercise forces you to have empathy for them, and your content ecosystem will be more likely to move the needle.
Tip #3: Set clear campaign goals
A goalie, defender, midfielder, and striker all have different roles and shouldn’t be judged by the same criteria.
The same is true for ad campaigns.
Top of funnel, bottom of funnel, cross-sell, upsell, and pipeline acceleration campaigns are completely different, and need to be judged by completely different metrics.
Before spending any money, it’s important to clearly define the KPIs for your campaigns.
For example, for a top of funnel campaign to a cold audience, your goal might be to maximize engagement, and you might be looking at metrics such as engagement rate and cost per engagement.
For a bottom of the funnel campaign, you might be assessing performance by looking at metrics such as cost per demo, cost per SQL, or cost per opportunity.
Defining these key metrics is essential — if you fail to define them, your leadership team might ask you to pause all your top of funnel/awareness campaigns because they haven’t generated enough demo requests 😥
Tip #4: Create ads that match the funnel stage
A lot of people these days say things like the B2B buyer’s journey isn’t linear and the funnel isn’t actually real, and sure, that’s true, but it’s still meaningful to match the content/offer to the level of awareness of your prospect.
Someone who visited your LinkedIn company page 11 months ago probably shouldn’t be seeing the same content as someone who visited your pricing page yesterday.
With the ads in the cold layer, you’re showing up unannounced in someone’s feed, and you’re simply looking to pique their curiosity.
Once they’ve engaged with you multiple times, you can start being a bit more direct (promoting demos, trials, sign ups, etc.).
Aside from the funnel stage, you also might want to segment your ads by persona — for example, CFOs, salespeople, and product people will all care about different things, and should be seeing customized messaging based on their needs and concerns.
One caveat: you have to be careful to not make your audience too small.
If you segment by region, funnel stage, and persona, you may not have a large enough audience size to run a campaign.
If this happens, you’ll have to triage and decide which targeting criteria to prioritize.
Tip #5: Don’t forget attribution
This might seem basic but it has to be said.
You don’t need a super complex attribution setup, but you do want to have an idea of what campaigns are driving an incremental lift in pipeline.
If you don’t have access to an attribution tool like Dreamdata or HockeyStack, here’s a simple way to start doing this:
For high-value conversions (ie qualified lead, demo request, or opportunity), in addition to your standard last touch/last conversion event, set up a duplicate last touch/each conversion event, with a 90-day click/90-day view window and a very small value (ie 1 cent).

By doing this, you’ll find that some campaigns that you believed weren’t performing are actually driving — or at least influencing — a significant amount of conversions.
Aside from this, it’s a good idea to look at different sources to build a more complete picture of what’s working: in-platform attribution, your CRM, self-reported attribution, Gong call mentions, conversion API, the revenue attribution report, etc.
It’s also helpful to look at both directly attributed and blended pipeline quarter over quarter. If these numbers, along with your pipe-to-spend ratio, are consistently increasing, it’s a good indicator that your campaigns are working.
Tip #6: Get efficient before getting fancy
In order to be effective, you first need to be efficient.
I like using the example of a car: if you need to drive 50 miles, it’s going to be much more difficult if your oil hasn’t been changed, your tires are flat, and you only have a quarter tank of gas.
The same thing is true for LinkedIn Ads: using the LinkedIn audience network, enabling audience expansion, not leveraging exclusions, using too many exclusions, targeting too many people, not targeting enough people, using OR instead of AND or AND instead of OR, using the wrong campaign objective, choosing the wrong bid strategy, etc.
These are issues I see all the time, and though they may seem minor, they have a huge impact on overall performance.
You won’t hit your pipeline and revenue targets if you don’t pay attention to the smaller details.
Tip #7: Retarget like a pro
Effective retargeting requires a nuanced approach.
Prospects who have visited your site in the past 30 days are more likely to request a demo/book a call, so it’d be appropriate for them to see ads with a more direct CTA.

Prospects in your general 90-day remarketing audience might be considering different products/services, so case studies, testimonials, thought leadership, and other trust-building content might push them further down the funnel.

People in your 180-day remarketing audience may not be in-market anymore, but you can stay in front of them for a very low cost using different LinkedIn ad formats such as text and spotlight ads.

If the prospects in your 90 or 180-day remarketing audiences engage with your ads and visit your site, they’ll enter the 30-day remarketing audience and see more direct demo request/book a call ads.
If the prospects in the 30-day remarketing audience don’t engage with your demo ads, they’ll get pulled into the 90-day remarketing layer.
Ultimately, by creating this remarketing ecosystem, you’ll make sure you’re A) capitalizing on people who are in-market and B) staying top of mind with prospects who aren’t ready to buy just yet.
To learn exactly how to set up your retargeting audiences, take a look at this retargeting blueprint.
Tip #8: Test smart, not random
You should be constantly testing elements in your campaigns to maximize performance: different copy, pain points, landing pages, targeting criteria, etc.
But you want to make sure that all your tests are both meaningful and insightful.
For example, testing a blue creative vs. a red creative wouldn’t be meaningful; instead, you’d want to test more significant elements, e.g. testing one messaging angle vs. another, or testing a native audience vs. an ABM audience.
Also, it’s important to conduct proper A/B tests — they’re called A/B tests and not A/B/C/D/E/F/G tests for a reason 😅— to extract accurate insights from your experimentation. If you’re simultaneously testing copy, creatives, pain points, landing pages, and targeting, you’ll have no idea what led to an improvement in results.
Pro tip: To ensure that your tests are both meaningful and insightful, you can use this simple experimentation formula If we do X, I believe Y, as measured by Z.
Tip #9: Keep tabs on performance
This is another tip that might seem obvious, but is often overlooked.
If you’re testing campaigns with different audiences, you need to keep a close eye on which audience performs better.
If you’re testing two ads with different messaging angles, you need to see which ad has more engagement and a higher CTR.
If you’re testing two different landing pages, you need to see which page has the most engaged visits and conversions.
To be clear, I’m advocating for keeping a close eye on performance — not constantly tweaking things in your account.
If you’ve set your campaigns up strategically, you don’t need to be making changes every day, and want to give LinkedIn’s algorithm the time to optimize and learn.
Pro Tip: I typically recommend allowing an ad to spend around $100 before shutting it down — sometimes, an ad that starts out slow can end up being a top-performer.
Tip #10: Learn, improve, repeat
With ad campaigns, you never reach a final destination; in other words, your job is never finished.
If your ads performed well this quarter, you’ll need to find a way to improve performance the following quarter.
You’ll have to sit down and ask yourself:
1. What worked well that we should continue doing in the future?
2. What didn’t go well that we should pause moving forward?
3. Based on what we’ve learned, are there any new tests that could move the needle and improve results?
If you aren’t constantly improving, you’ll likely get left behind by the competition.
Hope you found this article helpful!
If you’re looking to learn more about LinkedIn Ads, check out these free LinkedIn Ads courses, that will teach you how to launch, optimize, and scale LinkedIn Ads campaigns effectively.
And if you have any questions about LinkedIn Ads, feel free to send me a message on LinkedIn.

10 Tips to Make Google Ads Work for Your B2B SaaS Company
Running Google Ads today isn’t the same as running Google Ads in 2015.
What years ago was a winning strategy no longer is, and will only lead to headaches, poor leads, and wasted spend.
Many marketers have already abandoned Google entirely, claiming that it doesn’t work anymore or it’s a waste of money — but this, in my experience, isn’t true.
Over the past few years, I’ve helped B2B SaaS companies such as Dreamdata, Airtame, and Templafy drive millions in revenue through Google Ads, and have developed a repeatable strategy to maximize performance.
I’ll be sharing my tips for success below 👇
TABLE OF CONTENTS
- Tip#1: Set up quality conversion tracking
- Tip #2: Consolidate your campaigns and ad groups
- Tip #3: Focus on exclusions
- Tip #4: Create fast and relevant landing pages
- Tip #5: Leverage smart bidding
- Tip #6: Decrease the amount of RSAs per ad group
- Tip #7: Pin you headlines
- Tip #8: Don’t forget about device adjustments
- Tip #9: Figure out whether you should bid on your own brand or not
- Tip #10: Separate Brand and Non-Brand in your reporting
- Bonus tip: Dive deeper into your performance by country
Tip #1: Set up quality conversion tracking
Many companies are simply tracking form submits, without paying attention to lead quality. This makes optimization challenging, both for the performance marketer managing the account and for the Google Ads algorithm.
To improve performance, make sure you send all the lifecycle stages from your CRM back into the Google Ads platform — this might look like MQLs, SALs, opportunities, etc. — and assign higher values to higher value conversions, so that Google’s algorithm understands what to optimize for.
If you’re using HubSpot as a CRM, this process will be very simple, as your Click IDs will automatically be captured without requiring a manual setup.
If you’re using a different CRM, you’ll need to manually push your click IDs into your CRM using hidden fields — this process might seem complicated, but you should be able to find a marketing operations specialist on Upwork that can help you with the initial setup.
Tip #2: Consolidate your campaigns and ad groups
In the past, when exact match was still exact, SKAGs (single keyword ad groups) made sense.
By including one keyword per ad group and using that keyword in the ad and landing page copy, you could improve your overall quality score.
Now that exact match is a lot less exact, this approach doesn’t make sense anymore.
These days, consolidation is the way to win — by grouping relevant keywords into the same ad group, we give the Google Ads algorithm more data points to make optimizations.
Tip #3: Focus on exclusions
With exact match being less exact, exclusions are now more important than inclusions.
In other words, instead of trying to come up with hundreds of keywords to include in your campaigns, it’s better to spend your time excluding hundreds of irrelevant keywords.
For example, maybe you want to show up for the keyword customer journey tracking, but notice in your search terms report that you’re consistently showing up for the term customer journey mapping, which isn’t relevant to your core offering. By excluding different variations of customer journey mapping, you’ll be able to improve your overall targeting and get in front of more relevant prospects.

Pro tip: In the Google Ads reporting section, you can easily create a search terms report and schedule it to be emailed to you on a weekly basis. This will allow you to be more proactive about making exclusions in your account.
Tip #4: Create fast and relevant landing pages
Landing pages are one of the most overlooked aspects of Google Ads performance.
If they aren’t loading quickly, Google will lower your quality score and it will be nearly impossible to get in front of your prospects. Before launching any campaign, double check that your landing pages are loading quickly on both mobile and desktop devices.
Next, make sure your landing page is as closely related as possible to the keywords in your ad group. For a product analytics ad group, you’d want your landing page to focus on product analytics. For a marketing analytics ad group, you’d want your landing page to focus on marketing analytics.
Take a look at the customized landing pages below:

This message match will improve your quality score and will also improve the relevance for your prospects, leading to better performance.
I know that creating new landing pages can be a heavy lift, especially if you have a small team. If this is the case, I recommend duplicating an existing landing page and simply modifying the hero section. Once you start seeing some initial traction from this simple landing page, you can put in the extra effort to create a fully customized experience.
Pro tip: To check the speed of your landing pages, you can use a free tool such as PageSpeed Insights.
Tip #5: Leverage Smart Bidding
Sometimes, smart bidding doesn’t make sense. For example, if you’re starting a new campaign and have zero conversions, it’s a better idea to start with manual CPC or maximize clicks with a bid cap.
However, once you have 10+ conversions per campaign, you’ll typically see better performance if you switch over to smart bidding and let Google optimize for you.

This wasn’t always the case — in the past, Google’s algorithm was much less sophisticated, and you were better off trying to control every single bid adjustment.
But these days, you’ll usually see more traffic and an increase in conversions by letting go of control, as long as you’re feeding Google high quality signals from your CRM.
As with everything in marketing, there are exceptions, and there are instances where you’ll switch to smart bidding and your CPCs will skyrocket 😨
If this happens, consider testing a portfolio bidding strategy with a target CPA and a bid cap — this will mimic max conversions bidding while giving you more control over the cost per click.
Tip #6: Decrease the amount of RSAs per ad group
Most people think that having more responsive search ads = more variations for Google = better performance.
But the opposite is actually true.
Let’s say you create 3 RSAs, and have 15 headlines per ad. This means that Google will have to test 45 different headlines until it finds a winning combination, which could take years 😅
If you only include 1 RSA per ad group (maximum two), your headlines will be tested much faster and Google will be able to find a winning combination more easily, minimizing wasted spend and improving overall results.
Pro tip: If you have a small budget, you might want to take things a step further, and test 6-9 headlines instead of 15. This way, Google will be able to test all the headlines in a matter of weeks (not years).
Tip #7: Pin your headlines
There’s still a lot of debate around pinning vs not pinning headlines.
Some people say that pinning is a bad idea, since it will negatively impact your ad strength, but ultimately, Google’s ad strength has no bearing on performance.
I’ve seen more success with pinning because it makes your headlines more legible — if your ads are clear and searchers have a better understanding of what your company does, you’ll see an improvement in performance.
If your headlines are redundant — as often happens with unpinned headlines, which leads to words like Google Ads agency and Google Ads consultant being next to each other — prospects are less likely to trust you, and much less likely to click.
Here’s the exact formula that I like to follow for my headlines:
Headline 1: Include your target keyword to maximize relevance
Headline 2: Include unique selling points or social proof
Headline 3: Include your company name or a relevant CTA

For each headline, I like to create 2-3 variations that Google can test.
Pro tip: Spend most of your time crafting headlines 1 and 2. Headline 3 is much less important these days, as Google rarely displays it in the SERP.
Tip #8: Don’t forget about device adjustments
Oftentimes, certain devices will significantly outperform others.
For example, if you see that 20% of your spend and 90% of your conversions are happening on desktop, you might want to add a negative bid adjustment to mobile devices or tablets, in order to increase the budget allocated to desktop.

You could argue that mobile impressions are still valuable, and that decreasing spend on mobile could negatively impact performance if people are researching on their phones and then converting on desktop, but based on my experience, it’s best to work with the data that’s available to you — if a certain device is converting at a higher rate, I would recommend adding negative bid adjustments to the other devices.
Tip #9: Figure out whether you should bid on your own brand or not
Running brand campaigns vs not running them at all is a controversial topic.
Some people say that the impact of brand campaigns is minimal — prospects were already looking for you and may have converted organically — and that they simply exist to inflate performance marketing metrics.
However, in my experience, this isn’t the case, and it usually is a good idea to run brand campaigns to protect your brand, especially if competitors are bidding on your company name.
Back when I was working at Momondo, a B2C company, we were driving a ton of revenue from competitive campaigns, bidding on our competitor, Kayak, who wasn’t running brand campaigns to protect themselves.
Now, you might be thinking: sure, that’s B2C, but in B2B, especially enterprise B2B, you probably won’t change the course of a deal with a single ad.
But from what I’ve seen with my B2B clients, this isn’t true — my clients have driven a significant amount of revenue by bidding on competitor terms, which validates that bidding on your own terms to protect yourself is a good idea.
Check out the example from Mixpanel below. If they didn’t bid on their own brand name, competitors like Pendo and Heap might end up stealing some of their prospects.

If you’re undecided about whether you should run brand campaigns or not, you can run a holdout study.
Stop running brand campaigns in a specific region — maybe start with one of your less important regions — and see if the amount of demos or trials goes down. If it does, you can assume that you’re losing out on pipeline and revenue by not bidding on your own terms.
Tip #10: Separate Brand and Non-Brand in your reporting
Brand and non-brand campaigns are completely different.
Brand campaigns are defensive. Someone already found out about your brand through other marketing efforts, and they’re looking for you specifically — you’re bidding on your own name in order to protect your brand from competitors trying to steal your traffic.
On the other hand, non-brand campaigns are offensive. You’re trying to show up for relevant solutions that your prospects might be looking for, and you’re trying to drive interest from a colder audience.
In other words, getting a conversion on a non-brand campaign is significantly more challenging than driving a conversion on a brand campaign; you need to separate these campaign types in your reporting to truly understand what’s working.
Bonus tip: Dive deeper into your performance by country
Most companies and ad agencies tend to look at performance by region, but completely ignore performance by country, which results in inefficient spending.
For example, if you’re targeting France, Italy, Spain, DACH, Nordics, and the UK in the same campaign, if you drill down and analyze performance by country, you might realize that all your spend is going to the southern European countries, which typically have more affordable CPCs.
And if you look further down the funnel, you might see that Spain, DACH, and Nordics are generating a lot of form submissions, but that all your pipeline is actually coming from the UK.
Ultimately, you want to ask yourself:
1. Are any countries cannibalizing my spend and do they need to be separated into different campaigns?
2. Are there countries that aren’t generating any form submissions that we might want to pause?
3. Are there countries that are generating submissions but never convert into pipeline that we might want to invest less money in?
If you ask yourself these questions consistently, you’ll be in a much better position than 99% of companies.
Hope you found this article helpful!
If you’re looking to learn more about Google Ads, check out these free Google Ads courses, that will teach you how to launch, optimize, and scale Google Ads campaigns effectively.
And if you have any questions about Google Ads or paid media in general, feel free to reach out on LinkedIn.

10 Unorthodox Tips to Maximize the Impact of Your LinkedIn Ad Campaigns
If you’re a marketer with some paid media experience, you’ve likely heard the same LinkedIn Ads advice many times: disable audience expansion, turn off the LinkedIn audience network, use manual bidding, etc.
This is all great advice, but following it doesn’t guarantee success – as the LinkedIn Ads market becomes increasingly saturated, it takes a more advanced approach to be successful.
Below, I’ll be sharing some less common strategies that my LinkedIn Ads agency has used to generate millions in revenue, and that you can implement to take your LinkedIn Ads performance to the next level.
TABLE OF CONTENTS
- Tip #1: Leverage the LinkedIn Insight Tag
- Tip #2: Implement a solid paid search strategy
- Tip #3: Review the intent of your search terms on Google
- Tip #4: Use video
- Tip #5: Communicate with your sales team
- Tip #6: Have a monthly and quarterly maintenance plan
- Tip #7: Experiment with organic content
- Tip #8: Use thought leader ads
- Tip #9: Leverage ad scheduling
- Tip #10: Use LinkedIn Sales Navigator to connect with your ICP
- Conclusion
Tip #1: Leverage the LinkedIn Insight Tag
This might sound silly, but I think it’s important to say it: Make sure you’re leveraging the LinkedIn Insight Tag to its full potential.
I’ve audited so many accounts where the insight tag isn’t installed and all the spend is going to cold audiences, and I’ve also seen accounts where the tag is installed, but the right audiences haven’t been set up.
As soon as you create your account, set up your 30, 90, and 180-day website visits remarketing audiences – these audiences are extremely high value and aren’t retroactive.
In other words, if you set them up 6 months after creating your account, you’ll miss out on 6 months of website traffic that you could retarget 😢

If you haven’t installed the insight tag already, check out this tutorial.
And for a full breakdown of the remarketing audiences you can create in LinkedIn Campaign Manager, take a look at this comprehensive guide.
Tip #2: Implement a solid paid search strategy
One of the best ways to improve your LinkedIn Ads results is to implement a solid paid search strategy – this could be Google Ads, Bing, or another paid listing.
Although LinkedIn’s targeting capabilities are incredible, you’re typically reaching a colder audience that isn’t actively searching for your solution, and have to take them from unaware to aware before driving conversions, which means longer sales cycles.
Meanwhile, with paid search, you can target people who are looking for your exact solution or researching the pain points you solve and shopping for vendors/solutions.
By running search ads and then retargeting with LinkedIn Ads, you can stay in front of in-market, warm audiences that are already problem and brand-aware, and significantly shorten your sales cycle. You can even qualify this in-market search traffic by layering in LinkedIn’s demographic and firmographic targeting filters on top of your warm website traffic to only retarget high-fit prospects.
Pro tip: If you’re investing a lot of money in paid search (30K+/month), you might be able to create a custom LinkedIn Ads remarketing audience with the UTM source “paid_search”, or “cpc”, or “google”. This way, you’ll only retarget high-intent prospects who have already clicked on your search campaigns.

Tip #3: Review the intent of your search terms on Google
There’s no point in running search campaigns if you’re not getting in front of your ICP.
If you’re a performance marketer working at an agency, make sure you communicate with in-house marketers to confirm you’re showing up for the right search terms – their feedback is essential, because they know their business and ICP better than you do.
To make things simple, send the team a search terms report bi-weekly or monthly, and ask for feedback on what to exclude.
By doing this, you’ll improve the quality of your Google Ads traffic, and also significantly improve the quality of your LinkedIn Ads remarketing audiences.
Tip #4: Use video
Video is one of the most impactful formats on LinkedIn, as it allows you to build trust, communicate your value, and showcase your personality more effectively than images.
If you work at a service-based company, you can steal the exact strategy I use at my agency:
1. Target your cold audience with videos that clearly describe what you do and what problems you solve – these videos don’t have to be super exciting, but they do have to be relevant to the right audience and weed out people who aren’t in your ICP.
2. In remarketing, use clips of yourself speaking on well-known podcasts – this will help you build more credibility with your ICP and make them more likely to reach out.

If you‘re selling a product instead of a service, run video ads showcasing how leaders in your industry use your product to solve their problems – this third-party validation is extremely powerful and has helped my SaaS clients generate millions in revenue over the past few years.
Tip #5: Communicate with your sales team
There’s no point in having great CPCs, CTRs, and CPLs if the sales team has no interest in working with your leads.
At minimum, I’d recommend meeting with your sales team once a month to go over your lead quality – these conversations will help you refine your targeting and exclusions, and minimize the amount of ad dollars being wasted.
In addition to this monthly check-in, you can go one step further and set up automated lead alerts in Slack (using Zapier). When these alerts come in, your sales team can react – thumbs up for a good lead and thumbs down for a bad one – and you can use these reactions to get real-time feedback and make quick pivots in targeting.
Tip #6: Have a monthly and quarterly maintenance plan
This might seem a bit boring, but it’s important to have a monthly and quarterly maintenance plan for your account – the same way you have a maintenance plan for your car or for your health.
For example, if you launched new video campaigns, did you create video view audiences and add them to your remarketing campaigns? Is your insight tag still active and picking up website traffic? Is your ad budget staying on LinkedIn and not being wasted on the LinkedIn audience network? Are your conversion events still functional, or do you have to update them due to changes in your website URLs?
Without these consistent checks, things can easily go awry and you can waste thousands or even millions of dollars.
Here’s the exact maintenance checklist that we use with our clients – feel free to make a copy and use it for your own accounts.
Tip #7: Experiment with organic content
If a piece of content performs well organically, it will most likely also perform well as an ad.
Use organic social media as a testing ground – test different pain points, messages, formats, and styles, on both personal accounts and your company page, and make note of what’s attracting meaningful DMs and high-quality leads.
Once your posts have received a solid amount of engagement, you can boost them to your ICP and turn them into evergreen assets that will continue to generate inbound leads with minimal effort.
By maximizing distribution via paid, you’ll improve your organic performance, and by testing new concepts via organic social, you’ll improve the ROI on your paid media efforts.
Tip #8: Use thought leader ads
Posts from thought leaders will consistently outperform ads from company pages. This is partially due to a mindset shift – when we post from our personal pages our reputation is on the line, so we try to be less promotional and more helpful.
That being said, even if you promote the same exact post from a company page vs a thought leader’s page, the thought leader ad will typically perform better – this confirms that the saying is true: people want to buy from people, not companies.
By running thought leader ads, you can expect to see:
1. Increased engagements, which will allow you to build your remarketing audiences more quickly
2. An increase in LinkedIn DMs from qualified prospects
3. A spike in organic search traffic
4. An incremental lift in conversions (my agency saw a 15-20% increase)

Pro tip: Experiment with different types of thought leader ads (videos, images, text, custom graphics) and double down on whatever works best.
Tip #9: Leverage ad scheduling
LinkedIn Ads start running on UTC time (8 p.m. EST), which means that a lot of companies are spending their money at nighttime and run out of budget by 5 or 6 a.m. – this leads to poor performance, as prospects are typically not as receptive to ads at these hours.
With ad scheduling, you can ensure that your ads are showing up at the right times.
For my agency, I like to run ads from 5 a.m. to 2 p.m. EST, pause in the afternoons, and restart in the evenings. For you, this schedule might look a bit different, based on when your ICP is most active.
In addition to scheduling, it can also be interesting to experiment with ad rotation, especially if you’re a smaller company with limited budget.
For example, you could run 3 campaigns on Monday, Wednesday, and Friday, and 3 different campaigns on Tuesday, Thursday, and Saturday.
Typically, to run 6 campaigns you’d need a budget of at least $60/day (due to LinkedIn’s $10/day per campaign minimum), but with ad rotation, you’d only need $30/day – in other words, your budget would go a longer way and you’d be able to reach more audiences.
Ad scheduling and rotation may not be necessary if you have a massive budget and are targeting a broad audience, but it can make a huge difference if you’re spending under $30K/month and want to make the most of your budget.
To get started with ad scheduling and ad rotation, you can use DemandSense, a tool that we developed at my agency.
Tip #10: Use LinkedIn Sales Navigator to connect with your ICP
If you’re experimenting with LinkedIn organic, paid, and thought leader ads, it’s a great idea to connect with your LinkedIn profile visitors to maximize the impact of your efforts.
Here’s exactly how you can do this:
1. Set up a filter in LinkedIn Sales Navigator for people who have visited your profile, aren’t connected with you (2nd or 3rd degree connections), and fit your ICP criteria (right company size + seniority level)
2. Send connection requests to these people on a weekly basis – in my experience, it’s best to send blank connection requests to avoid coming across as a salesperson
3. Once your connection request has been accepted, send a simple intro message such as: Hey X, saw you checked out my profile and thought it would be good to connect. If you ever have any questions about LinkedIn Ads or want to talk about B2B marketing, let me know. Here's the link to some resources that people commonly ask me for: [insert valuable link]
With this approach, I typically see about a 60% acceptance rate, and I always get a lot of follow up questions, such as: Do you work for X company? Have you experienced X problem?
Plus, a lot of prospects end up visiting my company website, which means that I can stay in front of them for a longer period of time, since they get pulled into my LinkedIn remarketing audience.
Pro tip: You can start by doing this process manually with LinkedIn Sales Navigator, but you can also automate and simplify the process by using a tool like PhantomBuster.
Conclusion
Even if you’re doing everything right on LinkedIn – communicating with sales, using video, experimenting with organic social, amplifying your thought leadership, etc. – don’t expect to see tons of demos and opportunities right away.
Facebook Ads, Google Ads, and email are very transactional channels, but LinkedIn Ads are more similar to SEO – it takes time to see results but your efforts will pay dividends down the road.
Hope you found this article helpful!
Feel free to reach out with any questions about LinkedIn Ads or paid media.

10 Tips to Drive Pipeline Acceleration with Paid Media
Most B2B SaaS companies have a two-dimensional approach to paid media: prospecting campaigns to generate awareness, remarketing campaigns to capture demand.
This isn't necessarily wrong, but there are so many more possibilities, such as moving existing open deals faster to close – this is called pipeline acceleration.
As a Demand Marketing Manager at Unmuted, I've helped my B2B SaaS clients drive revenue through pipeline acceleration.
Here are my 10 tips on how to make this playbook work for you 👇
TABLE OF CONTENTS
- Tip #1: Communicate the goal to your internal stakeholders
- Tip #2: Start targeting your open opportunities with LinkedIn Ads
- Tip #3: Tailor your messaging to different personas
- Tip #4: Measure the impact of your campaigns
- Tip #5: Don’t forget to exclude your customers
- Tip #6: Apply the same playbook to upsells and cross-sells
- Tip #7: Incorporate different channels into the mix
- Tip #8: Use thought leader ads
- Tip #9: Leverage signals to understand how deals are progressing
- Tip #10: Use insights from closed lost campaigns to tweak your strategy
Tip #1: Communicate the goal to your internal stakeholders
Before running any pipeline acceleration campaigns, make sure your executive team understands that the goal is NOT to drive new opportunities, but to increase the rate (and speed) at which open opportunities turn into revenue.
This might seem basic, but without this alignment, your campaigns may be considered a failure and paused prematurely, even if they’re extremely successful.

Tip #2: Start targeting your open opportunities with LinkedIn Ads
Once you have buy-in from internal stakeholders, I recommend getting started with LinkedIn Ads.
For your targeting, you can create a dynamic list of open opportunities in HubSpot and connect it to LinkedIn Campaign Manager. And if you’re using another CRM, such as Salesforce, you can send your open opportunities to LinkedIn Campaign Manager via Zapier.
On top of this company list of open opportunities, you’ll want to layer on job titles within your DMU (decision-making unit) – these are all the people that may be involved in sales conversations.
For example, if you’re selling an attribution tool, you might want to reach RevOps, Marketing, Sales, and Business Development job titles at your target accounts.
Marketing job titles (VP of Marketing, Head of Demand Gen, Chief Marketing Officer) will likely push the deal forward, but other departments will need to sign off in order for a purchase to be made. By building trust within all these key departments, you’ll increase the likelihood of a deal moving over the finish line.

Pro tip: If you don’t have a massive list of open opportunities, you may not be able to layer on job titles, as your audience size will be too small. If you run into this issue, try using job function targeting instead.
Tip #3: Tailor your messaging to different personas
If you have a large enough audience size to do so, consider creating different campaigns for each persona within your DMU (decision-making unit). For example:
Campaign 1: Open opportunity companies + Marketing job titles

Campaign 2: Open opportunity companies + Finance job titles

Campaign 3: Open opportunity companies + Sales job titles

By separating these different personas into different campaigns, you can create messaging that’s more relevant to each department – marketing ads could focus on measurement, finance ads could focus on revenue, sales ads could focus on closing more deals, etc.
With more tailored messaging, your ads are more likely to resonate and leave an impression on different departments.
Tip #4: Measure the impact of your campaigns
Once your campaigns are live, you need a way to measure (and prove) that they’re working.
Here’s how I recommend doing it:
1. When a deal closes, go to the Companies tab in LinkedIn Campaign Manager and see how many impressions (and engagements) the Closed Won company received. If you see a lot of impressions and engagements, it’s safe to assume that your ads played a role in the eventual conversion.

2. To take things up a level, consider using a tool like Fibbler, which sends ad impressions on a company level back into HubSpot – this will allow both your marketing and sales team to see how many ads companies saw before making a purchase.
3. If you have a larger budget, consider investing in a tool like Dreamdata or HockeyStack, which will provide more details on the incremental lift driven by your pipeline acceleration campaigns.
4. For a true A/B test, manually split your open opportunities into two different groups, and expose only one of them to the pipeline acceleration ads. Are the exposed companies closing faster and at a higher rate?
5. To further understand the impact of your campaigns, ask the POC of your new customers if they happened to see your ads, and if those ads influenced their decision in any capacity.
Tip #5: Don’t forget to exclude your customers
This is simple, but extremely important: Don’t forget to exclude new customers from your pipeline acceleration campaigns.

If your customers continue seeing ads from your company during their onboarding phase, you may end up annoying them, in addition to throwing money down the drain.
Making these exclusions is straightforward: when a company transitions from opportunity to closed won in HubSpot, they should be added to a new dynamic list of customers, which can be connected to LinkedIn Campaign Manager and added as an exclusion list in your pipeline acceleration campaigns.
If you’re using a different CRM, the process is similar, you’ll just have to make the connection through Zapier instead.
Tip #6: Apply the same playbook to upsells and cross-sells
Once this playbook is working well for pipeline acceleration, you can apply it (with a few modifications) to upsells and cross-sells.
For example, if you launch a new product, you could target a list of all your existing customers highlighting its capabilities, and outlining how it will enhance their existing workflows. Check out an example from ZoomInfo below:

The possibilities are endless once you understand the fundamentals of LinkedIn’s targeting – any lifecycle stage can be targeted with relevant content and offers.
Tip #7: Incorporate different channels into the mix
Once LinkedIn Ads are working well for you, consider adding other channels and strategies into the mix to create a sense of omnipresence.
For example, maybe you could test Meta or Reddit retargeting ads (depending on where your audience spends the most time).
It’s also a great idea to leverage LinkedIn organic, to expand your reach beyond paid ads.

Your Head of Sales, Chief Commercial Officer, members of your marketing team, and other employees who are consistently posting on LinkedIn can connect with people within the DMU (Decision-making unit) at your open opportunity companies – this way, they’ll be seeing content from your organization constantly, and you’ll be top of mind throughout the entire sales process.
Tip #8: Use thought leader ads
To maximize the impact of your ads, you ideally want your team to be posting relevant content on LinkedIn, and you can take things to the next level by running thought leader ads, boosting the top performing posts from your team members to your list of open opportunities.
For example, if your Head of Sales makes a post related to the capabilities of your product and it goes viral, you can put some ad spend behind this post, targeting all your open opps – this will serve as great social proof, reassuring members of the DMU that working with your company is the right decision.
The added benefit of thought leader ads is that they don’t look like ads at all, and typically drive more interest and engagement than standard company ads.
Here’s a good example from Sendoso:

Tip #9: Leverage signals to understand how deals are progressing
To understand how deals are progressing, take a look at the signals that are available to you.
Is a specific company seeing your ads a lot? Are they engaging frequently? Are they going a step further and visiting your website? (you can easily see this using a tool like Warmly, LeadInfo, or Leadfeeder)

If you’re in the US and have access to person-level identification tools, you can even see some of the people that are visiting your site. For example, if the CFO, CMO, and CTO are all visiting your website, you can infer that the deal is progressing rapidly and chances of a purchase are high.
Tip #10: Use insights from closed lost campaigns to tweak your strategy
Keep a close eye on closed lost deals and look for recurring patterns.
Are you consistently losing on pricing, timing, or to a specific competitor?
This is great intel for messaging in future pipeline acceleration campaigns – if you can get ahead of potential objections, the likelihood of an opportunity closing is significantly greater.
For example, let’s say you’re reviewing a year of data and notice that you lost most of your deals to a specific competitor.
In your future pipeline acceleration campaigns, you might want to run competitive ads, highlighting the benefits of choosing your product. This might help prospects who are thinking of working with your competitor choose to work with your company instead.
Here’s a great example from Cognism:

Hope you found this article helpful!
Feel free to reach out on LinkedIn with any questions about pipeline acceleration, paid media strategy, or B2B marketing.