Prepared for OnePlan
October 21, 2026 · KlientBoost
Growth Plan ● Google Ads, CRO and LinkedIn ● Q4 2026

Fewer campaigns. The right conversion. A signal that reaches SQLs.

Your Google and LinkedIn accounts ran far more campaigns than the data could support, and both bid toward free-trial sign-ups and lead forms instead of SQLs. First we send trials, MQLs and SQLs back to both platforms. Then we rebuild each account into a small set of campaigns built around the conversion that matters. Built in your own accounts, so the data compounds.

352
Campaigns across your Google and LinkedIn accounts, January to September.
100%
Of the conversions Google counted were free-trial sign-ups.
65 → 100
SQLs a month: your goal going into 2027.

Where You Stand

A real budget, a sharp ICP, and a goal Google can't see yet.

Your Google account, January 1 to September 24.

$88.6K
Google Ads spend, about $10K a month
100%
Of counted conversions were free-trial sign-ups
100
SQLs a month, your goal going into 2027
~1,000 → 65
Leads to SQLs a month, all channels

Spend and conversions from your Google Ads account, January 1 to September 24, 2026. Leads, SQLs and the goal are your numbers from our September 23 call.

Your LinkedIn account, same window.

$43.4K
LinkedIn spend, January 1 to September 24
~2,900
Lead form leads, most from the "PMO of Tomorrow" content
8
Website conversions, including trials
29
Campaigns

From your LinkedIn ad account, read only, January 1 to September 24, 2026.

A thousand leads a month. 65 become SQLs.

~1,000
Leads a month, all channels
65
SQLs a month
"If I continue to do what I'm doing, I'm gonna get the exact same results that I did in '26, and that is not gonna get me where I need to be."William Wagner, VP of Marketing, September 23

Strong pieces to build on. Here's what's already right.

A sharp ICP: 500+ employees, $500M+ revenueComparison pages for Smartsheet, Planview and ExcelContact, webinar and form actions already trackedClean data: your exports match the live accountA sales team ready to take expert calls
NextWhat We FoundWhat's holding Google and LinkedIn back.

What We Found

Too many campaigns, the wrong conversion, and no SQL signal, in Google and LinkedIn.

Three things hold both accounts back. Fix them and the budget goes further.

352
Campaigns across Google (323) and LinkedIn (29), January to September. Far more than the data can learn from.
Trial sign-ups
The only conversion Google bids toward. Your goal is SQLs.
0
SQLs Google or LinkedIn can see. No CRM outcome flows back to either one.

January 1 to September 24, 2026, from your Google Ads and LinkedIn accounts. Each one is below, with what we found.

1323 Google campaigns. 233 never spent a dollar.

The 4 Conversion Intent Buckets
Brand, spent (47)Brand, never spent (180)Everything else, spent (43)Everything else, never spent (53)
296
Campaigns built around a single keyword
227
Brand campaigns, covering 38 brand keywords
8
Clicks in nine months for the median brand campaign that spent
6
Different bid strategy types across the account

January 1 to September 24, 2026. Since September 24 the account runs 9 enabled campaigns, and 8 of them are brand, split across English, French and Spanish. Google's own guidance: "Segmented traffic forces Smart Bidding to optimize for multiple targets separately, potentially reducing efficiency."

2Your brand name sits in 12 campaigns. They compete for the same searches.

Google Ads · CampaignsKeyword: [oneplan]Jan 1 to Sep 24, 2026
CampaignStatusBid strategy typeCostClicksConversions
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...492be8996a904ePausedMaximize Conversions$3,428.521,88060.45
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...6b4b7257f5e8c3PausedMaximize Conversions$313.36963.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...e42d5f6cd9ee56PausedManual CPC$169.42521.98
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...c86a5e9adb4cf8PausedManual CPC$40.65170.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...55c41669ce5bdaPausedMaximize clicks$40.40230.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_P...451f5e9baee8aeEnabledTarget CPA$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...1b348b2d9d49adPausedMaximize clicks$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_P...1d2915e6c5fe4fEnabledTarget CPA$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_P...dcc8c539e02381EnabledMaximize Conversions$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_C...9cf973c5ba1521PausedMaximize clicks$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_T...7c8c4b3c338463PausedMaximize clicks$0.0000.00
MD_GA_OnePlan_LP_Google_Ads_-_Branded_LP_-_P...b59be537e868a4EnabledMaximize Conversions$0.0000.00
12 campaigns bid on the same exact keyword, with 4 different bid strategies. 7 never spent.

Two spellings of the brand, [oneplan] and [one plan], also ran in separate campaigns at the same time: $56.72 against $150.81 per conversion.

3One campaign named "Branded" ran 6,464 different searches. About 1% of the visible spend was on OnePlan.

Google Ads · Search terms report (what people typed)Campaign: Branded, Spanish (Mexico)Jan 1 to Sep 24, 2026Top 12 by cost
Search termOur readCostClicksConversions
trello gratisFree Trello$278437
bizagi modelerProcess modeling software$157211
microsoft project onlineMicrosoft Project Online$128221
project managerA job title, in English$89181
cronograma de actividadesActivity schedule$89290
open project gratisFree OpenProject$6653
aspel saeAccounting and admin software$61150
trello appTrello, a competitor$60180
ganttA chart type$5881
alpha erpERP software$54100
aspel coiAccounting software$53170
diagrama de gantt plantillaGantt chart template$53231
Every conversion here is a free-trial sign-up, and Google counted each one as a success. "Our read" is our translation, not a column in your account.
99.5%
Of its spend went through generic Spanish keywords, like "gestión de proyectos" (project management)
84
Conversions, all free-trial sign-ups. 7 came from "trello gratis"
$10.9K
Spent in Mexico, outside your first two markets

January 1 to September 24, 2026. The search terms Google shows cover $6,216 of the campaign's $10,758.

4Google is bidding for trial sign-ups. Your goal is SQLs.

Google Ads · Goals · Conversion actionsJan 1 to Sep 24, 2026
Conversion actionCounted in ConversionsAll conversions
Sign-up (Google Analytics event trial)Yes, the only one408.5
OnePlan (web) contactNo27.5
OnePlan (web) webinarNo14.1
Submit lead form (Google Analytics event form_submit)No6.3
OnePlan (web) newsletterNo2
OnePlan (web) reportNo1
Expert call bookedNot trackedn/a
MQL, SQL or closed-won from your CRMNot trackedn/a
Contact, webinar and form fills are recorded, but only trial sign-ups count in Conversions, the number bidding works toward.
95%
Of Google spend ran on Maximize Conversions, so bidding bought more of the one action it could see
408 to 0
Trial sign-ups counted, against SQLs counted, January 1 to September 24
29.7
Conversions since September 24. Every one a trial sign-up
"As a marketer, I'm less concerned about the lead number. I'm more concerned about the SQL number."William Wagner, VP of Marketing, September 23

5The pages ask for an expert call. Google only counts the trial.

PPC Temperature CTA Matching
6
"Talk to a Portfolio Expert" buttons on the Smartsheet page
2
Trial buttons, the only action Google counts
$10.8K
Your top-spending campaign (Excel): 3.97 conversions, all trial sign-ups, about $2,726 each
Demo → trial
On the homepage, "Request an Executive Demo" opens the free trial

Pages checked October 13, 2026. No conversion action exists for a booked expert call, so the ask your pages push hardest is invisible to bidding.

6Nothing past the sign-up reaches the ad platforms. So they can't learn what turns into pipeline.

The Foundation Plan
Ad clickSeen
Trial sign-upSeen, and bid on
MQLNot sent back
SQLNot sent back
Closed-wonNot sent back
Where MQLs and SQLs liveIn Metadata today, connected to HubSpot and Salesforce. None of it reaches Google or LinkedIn on its own, and when Metadata ends, that connection ends with it.
Keyword trackingCompetitor ads pass the same fixed tag, "Core Keywords", instead of the search term, so a lead in HubSpot can't be traced to the keyword that brought it in.
LinkedIn8 website conversions recorded in nine months. The platform has almost nothing to learn from.
The CRM moveHubSpot to Salesforce in Q4. Whatever we build has to carry trials, MQLs and SQLs through the move.
"Let's get it tight and clean so we have true understanding of what's going on."William Wagner, VP of Marketing, October 14

7Built to defend and conquer. Missing the buyers searching for what you sell.

The 4 Conversion Intent Buckets
Your brand name
32%
Alternative tools (Excel, Microsoft Project)
26%
Competitors
23%
High-intent searches for your products, US and Canada
~0%

Share of Google spend by keyword, January 1 to September 24, 2026, before your new non-brand campaign launched. Non-brand in Spanish and German made up the other 19%.

8Your new non-brand campaign is the right move. It bids toward the same trial sign-up.

Google Ads · Search terms report (what people typed)Campaign: Non-Branded SolutionsSep 24 to Oct 20, 2026Top 12 by cost
Search termOur readCostClicksConversions
microsoft projectMicrosoft Project$81.5190
free ppm softwareLooking for free software$61.9021
ms projectMicrosoft Project$56.0370
microsoft plannerMicrosoft Planner$55.6180
asana pricingA competitor's pricing$43.3710
ms project downloadMicrosoft Project$29.4420
microsoft project online freeLooking for a free Microsoft Project$28.1810
one plan aiYour brand$27.8950
clickup brain aiA competitor's AI feature$25.9910
oneplan aiYour brand$19.6090
microsoft projectsMicrosoft Project$15.1310
adp workforce nowHR and payroll software$14.8820
Every one of these bids toward the same trial sign-up. "Our read" is our label, not a column in your account.
$1,224
Spent September 24 to October 20, 214 clicks
3
Conversions, all trial sign-ups
Phrase
Match type on every keyword with impressions. Searches for Microsoft Project, free tools and your own brand get in

September 24 to October 20, 2026, from your live account. The search terms Google shows cover $806 of the campaign's $1,224.

9Budget to reinvest. Money we can move to your priority markets.

$10.9K
Spent in Mexico, outside your first two markets
$8.7K
On searches with words like free, gratis or template, in the search terms Google shows
Reinvest
Into non-brand search in the US, Canada and Western Europe

January 1 to September 24, 2026. The two overlap: "trello gratis" (free Trello) was the top search in Mexico.

10LinkedIn collects leads. It isn't built to move buyers toward a deal.

The Whale Tax
29
Campaigns. 10 are near-identical "PMO of Tomorrow" campaigns
78%
Of reportable clicks went to 100 of 8,061 companies, mostly global giants
$5 to $44
Cost per lead across the 10 near-identical campaigns
$7.5K, 0
Life Sciences trial campaigns: spend and conversions. Manufacturing: 8 on $1.8K
LinkedIn Campaign Manager · Campaigns"PMO of Tomorrow"Jan 1 to Sep 24, 2026
CampaignDaily budgetSpendLeadsCost per lead
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...ec8bca9788aced53a593dda837$10.00$4,095328$12.49
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...384323b62477c8e5a65c99b1fd$37.71$4,055780$5.20
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...63dae4f4968cde34e5ec9be963$55.00$3,940426$9.25
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...5f59c32d16d4eee720092f04f5$72.46$3,699503$7.35
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...d862a79543e3ab26272fbd0647$25.00$2,592210$12.34
MD_LI_LI - Firmo - USCA - PMOs, PMs, DT,...b1a0e7ab8587e6865e4aad3c4d$10.00$2,549143$17.82
MD_LI_LI - Firmo - UK&IRE - PMOs, PMs, D...9cb6a9c0dfcb534133a746aaa7$15.00$2,459225$10.93
MD_LI_LI - Firmo - UK&IRE - PMOs, PMs, D...6c4226c29a56788d7672d408df$20.00$1,878153$12.27
MD_LI_LI - Firmo - UK&IRE - PMOs, PMs, D...31dd971e0eedc8bd19d408dc9e$10.00$1,84978$23.70
MD_LI_LI - Firmo - UK&IRE - PMOs, PMs, D...0b67d415951a337b8628fa2b08$10.00$1,31730$43.89
10 near-identical campaigns, one ad each, promoting the same content. Cost per lead runs $5.20 to $43.89. Daily budgets are the last ones set.
Who's reached100 of 8,061 companies took 78% of reportable clicks: Tata Consultancy, Amazon, Microsoft, Cognizant and other global giants.
Account-based targetingNo company-list targeting. Audiences are built from job titles and industries.
RetargetingNothing re-engages site visitors or people who engaged with an ad. Every campaign targets a cold audience.
Funnel stagesNo awareness, consideration and conversion stages. Cold audiences go straight to a lead form or the trial.
Ad formatsSingle-image sponsored posts almost everywhere. No thought leader, document, video, text or spotlight ads.
Creative varietyEach of the 10 "PMO of Tomorrow" campaigns runs one ad, all promoting the same content. The four relaunched this fall run one ad each too.
BiddingEvery campaign uses automated maximum-delivery bidding.
Conversion trackingThe trial campaigns bid toward website conversions. 8 were recorded all year, all from one campaign.

LinkedIn, January 1 to September 24, 2026: $43.4K spend, about 2,900 lead form leads, 8 website conversions. Company figures cover the impressions LinkedIn reports by company. Lead form leads are cheap, and today the account can't see which ones become SQLs. Options 2 and 3 start LinkedIn with retargeting.

More from the account
Weekends and time zoneEvery campaign runs Monday to Friday on Central time, with $0 on weekends. In Australia, ads don't start until Monday afternoon.
Quality ScoreThe biggest Excel keywords carry a Quality Score of 1 out of 10, so each click costs more than it needs to.
Ad schedule by marketOne schedule covers every country, so budget can't follow each market's business hours.
NextThe PlanSet up the signal, simplify, then grow.

The Plan

Set up the signal, simplify, then grow.

Three fixes, in order. Signal, simplify, then grow.

Trials only
Nothing from your CRM reaches Google or LinkedIn
SQLs
Trials, MQLs and SQLs sent back to both platforms
Sign-ups
Bidding buys the one action it can see
Pipeline
Bidding and budget follow SQLs, page by page
352
Campaigns across both accounts
A small set
Grouped by intent, product area and audience, so data compounds

Search and pages first. LinkedIn brings the warm buyers back.

Core

Tracking, Google Ads and CRO

  • The Foundation PlanTrials, MQLs and SQLs tracked, with CRM outcomes sent back to Google.
  • SKAGs vs STAGsNon-brand built for buyers searching for what you sell. Top performers graduate into All-Star Campaigns
  • PPC Temperature CTA MatchingBrand consolidated, and dedicated page(s) built around your primary conversion action, always testing.
Options 2 and 3

LinkedIn retargeting and performance creative

  • Option 2: LinkedIn retargeting for site visitors who didn't convert, including people who clicked a search ad, matched to your ICP.
  • The Creative QuiltOption 3: our creative team builds and tests the LinkedIn ads every month.

Where most of the effort goes. Buyers searching for what you sell.

Non-brand: the main eventProblem-aware and solution-aware search for the products OnePlan sells, built to capture the highest-intent searches across your solutions.SKAGs vs STAGs All-Star Campaigns
Brand: one learning engineHundreds of single-keyword campaigns consolidated into one campaign or a small set, with its own goal and budget. Same coverage, far more to learn from.The 4 Conversion Intent Buckets
Competitors: later, the same wayDozens of single-keyword competitor campaigns rebuilt as one structure, once core non-brand campaigns reach 75% to 80% impression share.

Negative keywords and audience bid adjustments keep free-tool and off-ICP searches out.

Sample buildout: what good could look like for non-brand.

43,400
US searches a month across your product areas
36,000
Of them ready to buy: "software", "tools", "best"
$277
Spent on these searches January to September, with 0 conversions
Project Portfolio Management14,300 searches a month
Resource & Capacity Planning13,050 searches a month
PMO & Enterprise Project Mgmt5,500 searches a month
Intake, Prioritization & Strategy4,030 searches a month
Strategic & IT Portfolio Mgmt3,970 searches a month
Project Financial Management2,550 searches a month
Ready to buy"software", "tools", "best", "enterprise"Start here
Project Portfolio Management
12,300searches a month
  • project portfolio management software 2,700
  • ppm software 1,700
  • project and portfolio management software 1,000
Resource & Capacity Planning
12,650searches a month
  • resource management software 4,600
  • resource management tools 1,000
  • capacity planning software 900
PMO & Enterprise Project Mgmt
4,600searches a month
  • enterprise project management software 1,900
  • pmo software 1,000
  • enterprise pmo software 500
Intake, Prioritization & Strategy
1,930searches a month
  • strategic planning software 700
  • idea management software 600
  • project intake software 200
Strategic & IT Portfolio Mgmt
2,170searches a month
  • it portfolio management software 1,000
  • strategic portfolio management software 600
  • scenario planning software 350
Project Financial Management
2,350searches a month
  • project cost management software 1,300
  • project budgeting software 500
  • it financial management software 400
Problem-aware"How to" and prioritizationLater
Project Portfolio Management
Built as data comes in
Resource & Capacity Planning
Built as data comes in
PMO & Enterprise Project Mgmt
Built as data comes in
Intake, Prioritization & Strategy
2,100searches a month
  • how to manage multiple projects 900
  • how to prioritize projects 500
  • project prioritization 250
Strategic & IT Portfolio Mgmt
Built as data comes in
Project Financial Management
Built as data comes in

For illustration only. US average monthly searches, Ahrefs, October 2026. Further keyword research and the budget available will decide where we start and how much we cover. Free-tool, template, HR and competitor searches are kept out with negative keywords.

Campaigns by product areaBuilt tier by tier, ready-to-buy searches first.
→
SKAGs vs STAGsSingle-keyword and single-themed ad groups surface the top performers.
→
All-Star CampaignsWinners get their own campaign and protected budget.

LinkedIn in Options 2 and 3: warm buyers first.

Retargeting firstSite visitors who didn't convert, including people who clicked a search ad, see the next step instead of a cold pitch.
Built around your ICPCompany lists for 500+ employee, $500M+ revenue targets, split by company size so a few giants don't absorb delivery. Consultancies you don't sell to stay excluded.The Whale Tax
Measured on SQLsConversion tracking that sees trials, MQLs and SQLs, so budget follows pipeline, not lead counts.

Option 3 adds our creative team: more formats and more variety than one image per campaign, tested every month. The Creative Quilt

An honest read, then the numbers.

"Look for somebody who's gonna actually give me an honest assessment of what's working and what's not working and tell me where things need to change."William Wagner, VP of Marketing, September 23

How we prove it

  • Tracking live first, then a baseline month on trials, MQLs and SQLs.
  • Changes roll out in stages, so every result stays readable.
  • Spend steps up only after a campaign holds its mark two weeks running.

Deliberately not in scope

  • SEO, a growth lever for later
  • Microsoft Ads, until search is proven on Google
  • Meta and Reddit
  • Executive and C-level targeting, until those materials exist
NextThe MathYour numbers, and the marks we hold ourselves to.

The Math

Your numbers, and the marks we hold ourselves to.

Your goal: 65 to 100 SQLs a month. Each quarter, a goal we set together.

65
SQLs a month, your last 90 days
100
SQLs a month, your goal going into 2027
~1,540
Leads a month to reach 100 SQLs at today's rate
10%
Lead-to-SQL rate that gets 100 from today's 1,000 leads
54%
The lift your goal asks for, 65 to 100. Your target, not our forecast
1Quarter 1: the foundationTrials, MQLs and SQLs tracked and sent back to Google, and LinkedIn in Options 2 and 3. Brand consolidated, non-brand built. Your last 90 days set the benchmark.
2Quarter 2: the first goalSet with you against that benchmark, on lead-to-SQL rate and cost per SQL. Non-brand learning, the first page in testing, LinkedIn retargeting in Options 2 and 3.
3Quarter 3: the next goalSet once the first is hit. Spend steps up where a campaign holds its mark two weeks running.
4Quarter 4: scale what convertsBudget follows SQLs. Competitors join once core non-brand campaigns reach 75% to 80% impression share.

Our goal is to hit yours as fast as the ad platforms allow. What sets the pace:

The platforms' learning phaseOptimization cyclesLanding page build and test iterationsThe feedback loop: lead → MQL → SQL → opportunity → closed-won

Your numbers: about 1,000 leads and 65 SQLs a month (September 23 and October 14). We set each quarter's goal with you on real data, and each time we hit one, we set the next.

Run your numbers, from leads to revenue.

65SQLs a month, against your goal of 100
6.5%Lead-to-SQL rate after the lift
n/aNew customers a month
n/aAdd your SQL-to-customer rate

Your numbers: about 1,000 leads and 65 SQLs a month, and about $60,000 in contract value. Add your SQL-to-customer rate to see revenue. Arithmetic, not a forecast: a lift counts only if it carries through to SQLs.

The marks. SQLs are the measure. Tracking comes first.

What we can measureTrial sign-upstodayTrials, MQLs, SQLstracked end to end
Brand structure227 campaignsJan to SepA few, by intentso data compounds
Cost per SQL"In the thousands"your words, Sept 23Baseline monthonce tracking is live
LinkedIn retargetingNewOptions 2 and 3Baseline monththen a mark agreed with you

Your goal: 100 SQLs a month going into 2027. These marks are the steps toward it. We set each quarter's goal with you, starting from your last 90 days, and each time we hit one, we set the next.

What we won't promise

  • 100 SQLs by a date. The baseline month sets the pace.
  • That every new campaign or page wins right away. We read, then refine.
  • Growth from budget alone.

What we commit to

  • Tracking first, so every number we report traces to your sales process.
  • Spend steps up only after a campaign holds its mark two weeks running.
  • You approve every new page and ad.
NextInvestmentThree ways to start. Tracking comes first in each.

Investment

Every option works toward your goal: 65 to 100 SQLs a month going into 2027.

Three ways to start. We recommend the full program.

"I'd love to have somebody who can actually create the visuals along with the paid who can help out."William Wagner, VP of Marketing, September 23
How each option adds up
LineOption 1Option 2Option 3
Ad management$3,000
Google
$4,000
Google + LinkedIn
$4,000
Google + LinkedIn
CRO: one new page a quarter, always testing$2,500$2,500$2,500
Performance creative: 3 statics and 2 GIFs a month to start, the mix shifts with performanceNot includedNot included$1,500
A month$5,500$6,500$8,000
One time: offline conversion tracking integration$1,500$1,500$1,500

Ad management is the greater of the fee shown or 10% of the total ad spend we manage, never both, so moving budget between Google and LinkedIn doesn't change it. At $30,000 a month, the fee shown applies. No setup fee. Offline conversion tracking is a one-time $1,500 integration, billed with the first month: we map your sales process and send trials, MQLs and SQLs from your CRM back to the ad platforms. The agreement sets the initial term and renewal, with 30 days' written notice.

NextThe RoadmapTwelve months: where the budget goes and what unlocks more.

Your 12-Month Roadmap

Months count from access. Our team schedules the kickoff once the agreement is signed.

Showing$8,000a month

Twelve months, one plan. Budget follows what proves out.

Before kickoffAccess and the detailed plan
Q1 · Set up and proveSetup, then the 3-month read
Q2 · Step on the gasOr right the ship. The 6-month decision
Q3 · Scale what worksBudget follows SQLs
Q4 · Scale and plan aheadYour 2027 numbers
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12
TrackingKlientBoost
Before kickoffAccess and account review
M1 to M2Offline conversion tracking: trials, MQLs and SQLs sent back to the platforms
Google AdsKlientBoost
M1 to M2Brand consolidated, non-brand built
M3 to M6Non-brand live. Winners move to All-Star Campaigns
M7 to M12Scale what converts
Google growthWhen goals are hit
After the 3-month read, when goals are hitIf budget grows: net-new keywords, Demand Gen, competitors. Performance sets the order
LinkedIn AdsOptions 2 and 3
M1 to M2Retargeting, while the audience pool builds
M3 to M12Retargeting plus ICP company lists
LinkedIn growthWhen goals are hit
After the 3-month read, when goals are hitIf budget grows: middle- and top-of-funnel prospecting
CROOne new page a quarter
M1 to M3Page 1: build, then test
M4 to M6Page 2
M7 to M9Page 3
M10 to M12Page 4
CreativeOption 3
M1 to M12Our creative team: new ads every month, the mix shifts with performance
Check-insGoals and budget
M3Read
M6Decide
M9Check-in
M122027
In the planUnlocks when goals are hit and budget growsQuarterly check-in: goals and a budget recommendation

Built on your own timeline: six to eight weeks of setup, a good read at three months, three more to step on the gas or right the ship, then a decision at six. Growth steps unlock with results, never by date.

Where $35,000 a month goes. Google first, LinkedIn grows into its share.

Google AdsLinkedIn Ads
$3.5K
$31.5K
$3.5K
$31.5K
$5.25K
$29.75K
$5.25K
$29.75K
$7K
$28K
$7K
$28K
$7K
$28K
$7K
$28K
$7K
$28K
$7K
$28K
$7K
$28K
$7K
$28K
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
M12

Year: Google $346,500 · LinkedIn $73,500 · $420,000 in ad spend

Shown at $35,000 a month, the top of your $30,000 to $35,000 range. Spend ramps as new campaigns prove out, so the first months can run lower. If the budget holds at this level, the mix stays close to this. We set and adjust the split with you at every quarterly check-in.

Full cost visibility. Every dollar, quarter by quarter.

QuarterGoogle Ads spendLinkedIn Ads spendOur feesOne timeTotal
Quarter 1$92,750$12,250$24,000$1,500$130,500
Quarter 2$85,750$19,250$24,000None$129,000
Quarter 3$84,000$21,000$24,000None$129,000
Quarter 4$84,000$21,000$24,000None$129,000
12 months$346,500$73,500$96,000$1,500$517,500

Option 3 fees: $8,000 a month.

A 12-month view for your 2027 budget, at $35,000 a month of ad spend. Fees follow the Investment tab: ad management is the greater of the fee shown or 10% of total ad spend. One time is the offline conversion tracking integration. The agreement sets the term.

How budget moves. Every quarter, on the numbers.

Hit the goalEach quarter's goal, set together
Read the signalsCost per SQL, lead-to-SQL rate, impression share, cost thresholds
Recommend budgetShift spend to what is proving out
Set the next goalEach time we hit one, we set the next

The math behind every budget call: the SQLs you want, times what each SQL costs, is the budget it takes. When a channel is inside its cost threshold, hitting its goal and has room left to grow, it earns more budget.

If the budget grows, ideas for where it goes next.

More GoogleNet-new product and service keywords beyond the first build, once non-brand is inside its cost threshold.
Google Demand GenImage and video ads across YouTube, Discover and Gmail, for buyers search hasn't reached yet.
LinkedIn prospectingMiddle- and top-of-funnel campaigns for project and portfolio leaders, once retargeting and company lists prove out.
CompetitorsRebuilt as one structure once core non-brand campaigns reach 75% to 80% impression share.

Not a ranked list. These are ideas for growing the program, and performance decides which comes first, or whether something else does. Each one opens up when the quarter's goals are hit and the numbers show room to grow.

Beyond ad spend: more ways we grow together.

SEO, AEO and GEOOrganic search for the solutions that turn into SQLs, plus visibility in AI answers, so paid and organic work together.
On-site testingA/B tests on your own site pages, like the homepage, forms and the path to a demo or trial, beyond the dedicated pages.
Paid social expansionMeta and Reddit, matched to your ICP once LinkedIn proves out the audience.
B2B audience toolsTools like Primer build company-level audiences from your ICP and sync them into your ad platforms, so paid search reaches the companies you want.
Creative beyond adsOne-sheets, e-books and materials for your strategic and executive personas, built by our creative team.
Deeper reportingReporting from first touch to closed deal, across every channel, through your Salesforce move.

Growth isn't only more ad spend. We recommend these as the partnership grows, each one custom scoped to performance, budget and what your account needs.

The first 90 days, week by week
KlientBoostYour teamTogetherCheckpoint
Week
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
W13
Access + SQL definitionTogether
Tracking buildKlientBoost
CROKlientBoost
Google AdsKlientBoost
Metadata unwindTogether
LinkedIn retargetingKlientBoost
LinkedIn creativeYour team
ApprovalsYour team
CheckpointsTogether

Who's on your team.

Google Ads specialistRebuilds and runs Google Ads: brand, non-brand, then competitors.
Tracking specialistMaps your sales process and tracks trials, MQLs and SQLs.
CRO teamStrategy, copy, design, build and testing for your dedicated page(s).
LinkedIn and creative teamRetargeting in Options 2 and 3, and ad creative in Option 3.

Austin Spikes is your point of contact from plan to kickoff.

What we need from you.

1Your SQL definitionSo every campaign counts the same thing. Plus your primary conversion action and the solutions that matter most.
2CRM accessHubSpot today, Salesforce after the move, so trials, MQLs and SQLs are tracked.
3Site accessTo publish and test your dedicated page(s).
4Edit access planWho changes what in Google Ads and LinkedIn during the rebuild.
Next step

Pick the starting option. We send the agreement in writing, and our team schedules the kickoff once it's signed.