B2B demand generation agencies are marketing experts that get your brand in front of the right people, spark interest, and turn that attention into sales conversations. 

They use tactics like paid media, SEO, content, or outreach and track results to show you what's working.

Some of the top demand generation agencies for B2B are:

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The tricky part is picking the right agency. Go with a team that truly understands your market, delivers real revenue impact, and knows how to generate sales-ready leads.

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Disclosure: This article was created by AdConversion, a B2B demand generation agency, and includes its own services. The blog post was last updated in May 2026 and reflects the author’s perspective, not an independent editorial review. The agencies were evaluated using public website info and reviews from Clutch, G2, Trustpilot, and HubSpot. The order is random and doesn’t represent a ranking system. AdConversion has no affiliate or commercial ties to the other agencies listed.

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Table of Contents 

1. AdConversion

2. Refine Labs

3. Belkins

4. Directive Consulting

5. Ironpaper

6. Powered by Search

7. Dapper

8. ToJupiter

9. TripleDart

10. SalesRoads

What Are the Top B2B Demand Generation Agencies for SaaS?

What Are the Best B2B Demand Generation Agencies for Startups?

What Are the Top B2B Demand Generation Agencies for Enterprises?

How Do You Choose a B2B Demand Generation Agency?

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1. AdConversion  

AdConversion is a B2B growth agency built for SaaS companies that want paid media to create real pipeline and revenue.

Silvio Perez launched the company in 2023, aiming to combine agency execution with hands-on education. Thanks to this unique approach, you now have two options:

• Train your in-house team for free, through AdConversion Academy, to step up your paid acquisition game. The beginner course to building a paid media program is an excellent starting point.
• Hand over the execution to the AdConversion Agency and let it run your ad campaigns end-to-end, from strategy and creatives all the way to tracking and reporting.

The AdConversion Demand Generation Agency works with B2B SaaS companies that keep investing in paid media but have little to show for it. 

Some teams are generating leads that never turn into sales opportunities, while others are burning through their budgets with no change in lead volume.

AdConversion steps in to fix the problems causing all that waste. The company audits your current setup, finds what’s hurting performance, and rebuilds your paid media program around demand generation.

The best part is that AdConversion targets revenue metrics that help you grow. These include cost per sales-qualified lead (SQL), customer acquisition cost (CAC), return on ad spend (ROAS), closed revenue, and more.

You’ll also be assigned your very own senior strategist who knows everything about your account and can make quick decisions and changes without waiting for approvals.

Rippling, ActiveCampaign, Checkr, DigitalOcean, and Warmly are just a few clients who stand as proof that AdConversion can help your paid advertising turn the corner.

Services:  

Pros:

Client reviews and portfolio testimonials point to a few standout strengths:

• AdConversion drives more sales opportunities, reduces your cost per marketing-qualified lead (MQL), and improves ROAS, while keeping an eye on revenue.
• The agency is always one step ahead, closely monitoring ad performance, spotting problems early, and pushing new ideas to achieve better results.
• Campaigns move quickly because ad creatives are produced in-house, leading to fewer delays, faster launches, and greater brand consistency.

Cons:

Feedback from Clutch shows that:

• AdConversion needs reliable CRM data to do its best work, so messy setups can delay progress.
• Not every experiment is a success, so you might see short-term dips while the agency tests new ideas.

Case studies:

Minimum project size (based on Clutch): 

$7,500

Good to know: AdConversion uses a flat monthly pricing model instead of chasing percentages of your ad spend. So, even if you decide to invest more in ads, you’ll pay the same management fee.

2. Refine Labs 

Refine Labs is a B2B demand gen agency that replaces old-school lead generation with modern growth strategies.

Founded in 2018, the agency partners with B2B SaaS brands like myCOI, Splash, and Loxo.

Refine Labs works closely with your internal teams, pushing them to stop chasing form-fills and start building awareness, capturing intent, and expanding revenue from the right accounts.

Services:

Pros:

Based on limited G2 reviews:

• Refine Labs offers deep market research and advanced strategy skills, giving your team a smarter path to growth.
• The agency helps you reach new audiences and buyer groups that your previous marketing efforts missed.
• The company’s brand strategies continue to generate awareness and return on investment (ROI) even months after the initial setup.

Cons:

The only downside mentioned on G2 is:

• Since brand awareness is not always easy to measure, it can take time to see positive results.

Case studies:

Minimum project size (based on Clutch):

$25,000+

3. Belkins

Belkins is a B2B lead generation agency launched in 2017 that helps companies book more sales meetings through outbound outreach and appointment setting.

The agency specializes in over 50 industries, including SaaS, healthcare, manufacturing, and financial services. Maark, Disability Solutions, and Fire Safety and Protection (FSP) are some of its clients.

While other agencies focus on paid media or inbound marketing, Belkins operates on an outbound-first model, helping you start conversations directly with decision-makers.

Services:

Pros:

Reviews from Clutch show that:

• Belkins can book you a healthy number of relevant meetings and increase your email open and reply rates.
• The agency hits outreach goals quickly and leaves you with a high-quality prospect database for future campaigns.
• The team takes the time to learn your product in detail and can even refine your ideal B2B buyer persona.

Cons:

Some client reviews point out that:

• Better integration with the clients’ sales systems could make day-to-day work easier.
• The agency could offer more strategic input early on to improve lead quality from the first campaigns.
• Email templates can take longer than expected to get right, and you need to be involved.

Case studies:

Minimum project size (based on Clutch):

$1,000+

4. Directive Consulting

Directive Consulting is a B2B marketing agency that transforms buying intent into sales opportunities.

The agency started in 2014 and has a proven track record of working with technology and service brands such as Skillable, Arctic Wolf, and WordPress VIP.

What sets Directive Consulting apart is its focus on meeting potential buyers the moment they start researching solutions, comparing vendors, and getting ready to talk to sales. 

Services:

Pros:

Directive Consulting clients appreciate that:

• The agency knows the B2B SaaS space well and provides useful benchmark data to help you make better marketing decisions.
• The team pushes your budget where it can create the best return, based on CAC, lifetime value (LTV), and ROI.
• The agency improves your traffic quality and lowers acquisition costs through a mix of SEO and pay-per-click (PPC).

Cons:

Some of the downsides Clutch reviewers mention are:

• Directive Consulting is a better fit for companies looking for performance marketing rather than a broad, full-service partner.
• Keeping up with the agency’s volume of reporting and recommendations can be hard.
• Since the agency doesn’t offer marketing automation, you might need another partner to help out with lead nurturing and conversion workflows.

Case studies:

Minimum project size (based on Clutch):

$5,000+

5. Ironpaper

Ironpaper is a B2B growth agency built for companies that need marketing to drive high-quality opportunities and sales.

Since 2003, the agency has partnered with B2B companies in technology, manufacturing, healthcare, and energy that have complex sales cycles. Ambi Robotics, Mobilewalla, and Lightning Step are part of its client roster.

Ironpaper treats marketing and sales processes as a single growth system, judging every campaign by the number of qualified leads, target account engagement, and real opportunities created.

Services:

Pros:

Limited G2 reviews show that:

• Ironpaper dives deep into your sales funnel, showing what’s working, what’s hurting results, and how to improve.
• The agency delivers quick lead gen wins while also putting a longer-term growth plan in place.

Cons:

Reviewers also cite a couple of limitations:

• It can take some time to get in sync with the agency before the partnership starts working smoothly.
• Your first assigned account manager might not always be the right fit, but Ironpaper is quick to reassign when needed.

Case studies:

Minimum project size (based on Clutch):

$25,000+

6. Powered by Search

Powered by Search is a B2B marketing agency that helps clients break out of slow growth and start seeing more demos, trials, and sales opportunities.

The agency has been around since 2009, working with B2B software and technology companies in finance, healthcare, legal, and cloud. Its client list includes brands like Cyera, iWave, and Fortra.

Powered by Search fixes your entire funnel, bringing in the right traffic and turning it into real interest.

Services:

Pros:

Based on the only client review available on HubSpot:

• Powered by Search can get your desired keyword to the number one position on Google, attract qualified leads, and increase conversions in 90 days.

Cons:

A potential downside might be:

• Since the agency works best when it integrates closely with your team, you’ll probably need to stay involved every step of the way.

Case studies:

Minimum project size (based on Clutch):

$5,000+

7. Dapper

Dapper is a B2B demand gen agency that keeps brands on the ideal customer’s radar until they’re ready to buy.

Launched in 2019, the agency targets B2B SaaS, service, and hardware businesses. Its list of happy customers includes Online Payment Platform, Bluebird, and FOCUS-ON.

Dapper is best-known for its ‘niche-famous’ approach. The agency makes sure your target accounts keep seeing your brand, so when the buying moment comes, yours is the first name that pops into their heads.

Services:

Pros:

Clutch feedback highlights that:

• Dapper’s paid and organic campaigns can double your customer base and social community.
• The agency offers detailed analytics that help you understand engagement better and move prospects further down the funnel.
• The team responds quickly, sends you regular updates, and keeps projects on track.

Cons:

A few trade-offs found in client reviews include:

• The project management tools can be a bit overwhelming, especially if you prefer a simpler way to track progress.
• Changes in the account team can sometimes disrupt continuity.
• It can take a bit of time for the team to fully align creatives with your brand guidelines.

Case studies:

Minimum project size (based on Clutch):

$10,000+

8. ToJupiter

ToJupiter is a B2B demand generation agency founded in 2024 that plugs into your GTM team to help you focus on what actually brings in revenue.

The agency partners with fast-growing SaaS startups like Goldcast, Brevo, and Level that want to create a predictable growth engine.

ToJupiter has two goals: speed and accountability. Its team quickly finds what drives results, prioritizes winning channels, and helps you create, capture, and convert demand into real deals.

Services:

Pros:

Customer reviews indicate that:

• ToJupiter can quickly boost MQLs, improve alignment with target accounts, and help you book more qualified meetings.
• The agency knows paid media well and moves fast, getting campaigns live without missing key details.
• The team is proactive and flexible, adjusting quickly when plans change.

Cons:

Reviewers also note a few downsides:

• Things can feel a bit hectic at first, with a lot of back-and-forth before everything settles into place.
• Your team needs to keep up with the agency’s fast pace, which can be difficult at times.

Case studies:

ToJupiter doesn’t have any published case studies, but its customer testimonials show it to be the real deal:

• Intechnica: 563% increase in marketing-sourced deals
• Lunio: 250% year-on-year growth driven by marketing
• Netacea: 80% total pipeline contribution from marketing

Minimum project size (based on Clutch):

$5,000+

9. TripleDart

TripleDart is a B2B SaaS marketing agency designed to turn traffic into pipeline and pipeline into revenue.

The agency started in 2020 and has clients across 12 countries, including brands such as CleverTap, Signeasy, and Airbase. 

TripleDart quickly audits your programs, sets 30-, 60-, and 90-day targets, and works side by side with your team to double down on the channels that deliver predictable results.

Services:

Pros:

From what users mention in Trustpilot reviews:

• TripleDart‘s reporting is easy to follow, showing you what’s changing in your campaigns and what’s producing results.
• The team delivers ad creatives that fit your brand and speak to the right buyers.
• Communication runs smoothly, even when working across different time zones.

Cons:

Agency clients also call attention to:

• During active testing, updates and campaign changes may take a bit longer than expected.
• The agency might work best for teams still building their paid media foundation rather than those managing more advanced setups.

Case studies:

Minimum project size (based on Clutch):

$1,000+

10. SalesRoads

SalesRoads is a B2B sales outsourcing agency founded in 2007 that fills your calendar with qualified sales conversations.

The agency targets B2B brands in multiple industries, including SaaS, manufacturing, and healthcare. Its client base includes companies like AchieveIt, Parker Hannifin, and Factor Architecture & Engineering.

What makes SalesRoads different is its outbound-first approach to demand creation. The agency uses trained sales reps to handle prospecting, outreach, and qualification, so your sales team can focus only on closing deals.

Services:

Pros:

Several clients mention these strengths:

• SalesRoads turns more calls into qualified follow-ups and can help you exceed your ROI targets.
• The agency puts in the work to understand your ICP and keeps refining the approach to get better results over time.
• The team delivers items on time, adapts quickly, and offers helpful input to keep campaigns moving.

Cons:

Reviewers report a few challenges:

• Your sales team needs to stay involved and give regular feedback, or results might not meet expectations.
• Email outreach could be used more effectively as part of the overall strategy.

Case studies:

Minimum project size (based on Clutch):

$5,000+

What Are the Top B2B Demand Generation Agencies for SaaS?

Top B2B demand generation agencies for SaaS understand product-led growth, long sales cycles, and how to convert demand into deals:

• AdConversion builds and executes SaaS paid media campaigns that target each stage of the buyer journey to drive more sales opportunities and tie every campaign back to CRM revenue.
• Refine Labs helps SaaS teams build demand early, improve messaging, and align marketing efforts with how buyers actually research and choose products.
• TripleDart is a good solution for SaaS brands that want to increase their online visibility quickly and fix CRM and funnel gaps to turn more traffic into qualified opportunities.

What Are the Best B2B Demand Generation Agencies for Startups?

The best B2B demand generation agencies for startups move quickly, test channels without wasting budget, and turn early traction into customer acquisition:

• AdConversion serves Series A+ startups struggling with inefficient, high-cost paid ads. The agency experiments with different ad platforms and creatives to reach the right buyers quickly and cut wasted ad spend.
• Powered by Search helps startups attract sales-ready leads and convert them into demos and trials quickly, using paid media, SEO, and content.
• ToJupiter fits startups that want hands-on support, acting like part of the team to launch campaigns fast, test ideas, and align closely with sales to turn interest into real deals.

What Are the Top B2B Demand Generation Agencies for Enterprises?

Top B2B demand generation agencies for enterprises know how to handle complex sales cycles, large budgets, and multiple stakeholders while keeping everything revenue-focused:

• AdConversion runs enterprise-level programs using effective ABM tactics across paid search and social, and regularly handles $150K/month ad budgets. The agency also tracks how every touchpoint turns into revenue, giving you full visibility into every campaign.
• Belkins uses research, outreach, and appointment setting to connect enterprises with the right decision-makers and keep sales teams focused on closing.
• Ironpaper manages enterprise ABM campaigns that engage key accounts, align marketing and sales, and push buyers toward a purchase.

How Do You Choose a B2B Demand Generation Agency?

Choose a B2B demand generation agency that understands your growth model and knows how to generate real demand and revenue.

Always keep an eye on these criteria:

• Specialization: Look for an agency that already works with B2B companies like yours and knows how your sales cycles and buying journey actually work, so you can see results faster.
• Services: Make sure the agency covers the channels and tactics you need, whether that’s paid search or YouTube ads, content marketing, ABM, or lifecycle campaigns. Gartner’s 2025 CMO Spend Survey shows that paid media remains the front runner, accounting for 30.6% of B2B marketing budgets.

• Results: Search for case studies tied to SQLs, conversion rates, and revenue growth that prove that the agency can deliver on its promises.
• Reviews: Check client feedback on platforms like Clutch, G2, and Trustpilot to see how the agency communicates, adapts, and performs over time.
• Pricing: Choose a pricing model that fits your stage and budget, and make sure you understand exactly what you’re paying for before you commit.

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Final Thoughts: Choosing the Right Partner for Your Demand Gen Strategy

At the end of the day, picking a B2B demand generation agency means finding a partner that gets how your buyers think and can turn attention into opportunities and sales. 

Some agencies focus on sales outreach, while others are centered around paid media, content, or SEO. The best choice depends on what’s holding your growth back right now.

If you want to increase demand from your ad spend, have a quick chat with AdConversion to see if it makes sense for you.

I’ve spent a lot of time wrestling with tracking form submissions in Google Tag Manager (GTM), and I know how frustrating it can be when things just don’t work as expected. 

Forms behave in all sorts of unpredictable ways. Some refresh the page, some stay put, and others redirect users to a "Thank You" page. 

And because there’s no universal rule for how developers build forms, you and I need different tracking approaches depending on the situation.

And since chances are you’re using form submission to also track how your Google ad campaigns are converting, it becomes super critical for us to get this right. 

That’s why in this guide, I’ll break down the most effective ways to track form submissions, step by step, so you don’t have to figure it all out the hard way like I did.

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Understanding the Tag and Trigger Relationship in GTM

Before we dive into the methods, let’s quickly cover the basics. GTM relies on two key components:

• Tags: These send data to platforms like Google Analytics 4 (GA4).
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• Triggers: These tell GTM when to fire a tag.

To track form submissions properly, you need:

1. A GA4 event tag that sends a form submission event to GA4.
   
   
2. A trigger that detects when a form is successfully submitted.

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Step-by-Step: Creating a GA4 Event Tag

• Go to Tags in GTM and click New.
  
  

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• In Tag Configuration, select Google Analytics: GA4 Event.
  
  

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• In the Measurement ID field, insert your GA4 tracking ID (or use a Constant Variable if you’ve set one up).
  ‍
• In the Event Name field, enter "generate_lead" (this is a recommended GA4 event, but you can change it if needed).
  ‍
  

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• Leave the Triggering section empty for now. We’ll configure that next.
  ‍
• Click Save.

At this point, the tag exists but doesn’t do anything because there’s no trigger.
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Now, let’s set that up based on how your form behaves.

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Method 1: Track Form Submission Using GTM’s Built-in Form Submission Trigger

In an ideal world, GTM’s built-in Form Submission trigger would work for every form. 

But in my experience, it rarely does. This trigger only works if the form fires a native submit event, which many modern forms (especially AJAX-based ones) don’t.

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Step-by-Step: Configuring the Form Submission Trigger

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• In GTM, go to Variables > Configure and enable all Form Variables (Form ID, Form Classes, Form Target, Form Text, etc.).
  
  

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• Navigate to Triggers and create a new trigger:
  ‍
  
  • Choose Form Submission as the trigger type.
    
    
    
    

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• Check Wait for Tags and set a delay (e.g., 2000 milliseconds) to ensure tracking before the page redirects.
  ‍
• Enable Check Validation to ensure only valid submissions are tracked.
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• Under "Enable this trigger on…", set Page Path contains / so it works across the site.
  
  
  
  

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• Click Save.

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Assigning the Trigger to the GA4 Event Tag

1. Open the GA4 event tag.
   ‍
2. In the Triggering section, select the Form Submission trigger you just created.
   ‍
3. Click Save.
   ‍
4. Enable Preview Mode in GTM and test it by submitting a form.
   ‍
5. Check the GTM Debug Panel to see if a Form Submit event appears.
   ‍
   
   • If it appears, great! The trigger works.
     ‍
   • If it doesn’t, your form likely prevents the submit event. Move on to the next method.

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Method 2: Track Form Submissions via a "Thank You" Page

If your form redirects users to a confirmation page after submission, this is the easiest and most reliable tracking method.

The one mistake I see folks repeat often is they link to this thank you or add it in your sitemap.

The way this method works is it sends an event every time this page is loaded. 

So you want to double check to ensure that people don’t land on this page through other sources.

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Step-by-Step: Setting Up a Thank You Page Trigger

• In GTM, go to Triggers and create a new trigger.
  ‍
• Choose Page View as the trigger type.
  
  

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• Select Some Page Views and define the condition:
  ‍
  
  • If the URL is static (e.g., https://www.example.com/thank-you), set Page Path equals /thank-you.
    ‍
  • If the URL is dynamic, use Page URL contains thank-you (just make sure it’s unique).
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• Name the trigger something clear (e.g., "Pageview – Form Submission").
  ‍
• Click Save.

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Assigning the Trigger to the GA4 Event Tag

1. Open the GA4 event tag.
   ‍
2. In the Triggering section, select the Thank You Page trigger.
   ‍
3. Click Save.
   ‍
4. Enable Preview Mode and test by submitting the form.
   ‍
5. Verify in GA4 Debug View that the event fires only when users reach the confirmation page.

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This method is foolproof as long as users can’t access the "Thank You" page without actually submitting the form.

Enhancing Tracking with Custom Parameters

If you have multiple forms on your website, tracking just a generic "form submission" event isn’t enough. 

You need to capture more details that help differentiate between each form submission, such as:
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• Form ID: A unique identifier assigned to each form, which can be extracted using GTM’s built-in variables.
  
  
• Form Name: Some forms may not have an explicit ID, but they may have a specific name attribute that can be tracked.
  
  
• Page URL: If each form is located on a unique page (e.g., /contact-us vs. /signup), capturing the URL will help differentiate where the submission occurred.
  
  
• Form Type: If you have multiple lead capture forms (e.g., demo request, newsletter signup, contact form), you can categorize submissions based on the form's purpose.

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Step-by-Step: Adding Custom Parameters to the GA4 Event Tag

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• Enable Form Variables: Go to Variables > Configure, and enable all Form Variables (Form ID, Form Classes, Form Target, Form Text, etc.).
  ‍
• Modify Your GA4 Event Tag:
  ‍
  
  • Open your GA4 event tag in GTM.
    ‍
  • In the Event Parameters section, click Add Row.
    ‍
  • Define custom parameters for form tracking:
    ‍
    
    • Parameter Name: form_id → Value: {{Form ID}}
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    • Parameter Name: form_name → Value: {{Form Name}}
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    • Parameter Name: page_path → Value: {{Page Path}}
      ‍
• Save and Test:
  
  • Enable Preview Mode in GTM.
    ‍
  • Submit different forms on your site and check if the correct form details appear in the GTM Debug Panel.
    ‍
  • If the values are being captured correctly, publish the changes.
    ‍

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If you want to use this data in GA4 reports, you’ll need to register it as a Custom Dimension:

• In GA4, go to Admin > Custom Definitions.
  
  

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• Click Create Custom Dimension.
  ‍
• Define each parameter:
  ‍
  
  1. Name: Form ID → Event Parameter: form_id → Scope: Event
     ‍
  2. Name: Form Name → Event Parameter: form_name → Scope: Event
     ‍
  3. Name: Page Path → Event Parameter: page_path → Scope: Event
     ‍

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• Click Save.

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By implementing this setup, you ensure that every form submission is attributed to the right form, providing clearer insights into form performance, lead quality, and conversion attribution.

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PRO TIP 💡

Form submission is just one step in the buyer’s journey.

To truly track and optimize for conversions, map the entire journey. Start from initial engagement to the final revenue event, and track each step.

By tracking and feeding all these data points back into ad networks, you help the algorithm prioritize high-intent users.

Here’s an example of how the buyer journey might look like:

Sales-led Company:

Product-led Company:

We covered how to set it up in detail in this free Google Ads course, which also walks you through full-funnel tracking and measurement strategies.

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Conclusion

The right tracking method depends on how your form behaves:
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• Use the Form Submission trigger if GTM’s listener detects the event.
  ‍
• Use the Thank You page method if the form redirects after submission.
  ‍
• Use click tracking for AJAX-based forms.

Test everything thoroughly in Preview Mode to ensure you’re capturing data correctly. 

I’ve been through enough form tracking struggles to know that what works on one site may completely fail on another. 

Hopefully, this guide saves you a lot of time and frustration!

If you’re looking to see what the paid media marketing pros are up to, you should come and hang with them in the community.

The community is where you can ask the questions you wouldn’t post on LinkedIn and get insights that you wouldn’t find on Google.

You get access to:
‍

• Weekly experiments with real data: No guesswork, just tested strategies from real campaigns. 
  ‍
• Templates & playbooks: Proven frameworks to streamline our processes and improve efficiency. 
  ‍
• Masterminds & expert discussions: Stay ahead of strategies, tactics, and ad platform changes instead of reacting late. 
  ‍
• Benchmarking against top B2B advertisers: Learn what’s working for others running high-budget campaigns.

‍

Come, sign up and see what the pros are talking about in the community. It takes less than a minute to sign up.

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Hey B2B marketer! Without clearly defined rules for testing and optimizing your PPC campaigns, you’re either going to pause things prematurely, or you’re going to scale too early.

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In this article, you’ll learn how to make decisions based on logic instead of emotions when managing your PPC campaigns.

‍

Let’s dive in! 👇

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TABLE OF CONTENTS

• 1 - Find Your Breakeven Costs
• 2 - Non-Performer Rule
• 3 - Maintenance Rule
• 4 - Free PPC Optimization Cheat Sheet
• 5 - Free Resources to Build a Full-Funnel Paid Media Program

1 - Find Your Breakeven Costs

Your goal is to drive more pipeline and revenue, so knowing how much you can afford to spend per lead or click is the first step to ensure you don’t lose money while optimizing for performance.

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Breakeven Cost per Lead

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Here’s what you will need  to  calculate your  breakeven cost per lead:

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1. Take your average deal size
   ‍
2. Multiply that towards your lead to close won rate.
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Example: 
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If your deal size is $3,000 and your close rate is 10%, your breakeven cost per lead is $300.
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This means that when optimizing your ppc campaigns, you can spend up to $300 to break even. So you’ll start to lose money if anything goes after $300.
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Breakeven Cost per Click
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This is a step further and will inform what you’re willing to pay the channel for a click. 
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Here’s what you will need to calculate your  breakeven cost per click:
‍

1. Take the breakeven cost per lead target
   ‍
2. Multiply that towards your landing page or form conversion rate if you use lead gen forms.
   ‍

Example: 
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If your breakeven cost per lead is $300 and your landing page/form conversion rate is 5%, your breakeven cost per click is $15.
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This foundational math grounds your optimization decisions and eliminates emotional bias, ensuring you stay within profitable bounds.

2 - Apply a Non-Performer Rule

When ads fail to deliver results, emotions often lead us to either pause campaigns too soon or let them run too long.
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This is where the non-performer rule saves the day.
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The rule is simple: 
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• Pause any ad that spends 2-3x your target cost per lead without generating conversions.
  ‍
• Timeframe: All time.

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Example:
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If your target is $300 per lead and you spend $600-$900 without results, it’s time to hit pause.
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This removes emotional bias and gives your ads a fair shot before deciding their fate.
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By doing this, you stop wasting money and gain clarity on what isn’t working, allowing you to allocate your budget more effectively.

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3 - Apply a Maintenance Rule

Even great ads don’t perform forever. Over time, performance may drop due to ad fatigue or other factors.
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The maintenance rule will help you handle these scenarios with logic, not guesswork. 
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Here’s how it works: 
‍

• If an ad’s cost per lead increases to 1.5-2x your target over a 7-14-day period, it’s time to pause.
  ‍

Example:
‍

If your cost per lead target is $300, an ad costing $450-$600 per lead is no longer viable, and you should pause it.

Free B2B PPC Optimization Rules Cheat Sheet
‍

Save this cheat sheet below to have these rules on hand when optimizing your B2B PPC campaigns. 🙂
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This isn’t statistically significant, but it’s an easy approach grounded in logic that helps to remove emotion.

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Remember:  The best advertisers think like investors, and they execute like scientists, so rational thinking is key.

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By calculating breakeven costs, applying the non-performer rule, and using the maintenance rule, you can make logical, repeatable decisions that keep your B2B campaigns profitable and focused.

‍

With the automated rules feature, you can even automate some of these actions for certain channels like Google Ads. To learn more about that, check out my free B2B Google Ads 102 Course - How To Convert Clicks Into Profit.

‍

I hope you found this article helpful ✌️
‍

If you have any questions, feel free to connect with me on LinkedIn. 

Free Resources to Build a Full-Funnel Paid Media Program
‍

If you want to build a full-funnel B2B paid media program, then you should definitely check my free course Building a Paid Media Program: Scale Your B2B SaaS Advertising. 
‍

Here’s what is in for you:

• Module 1: you'll learn the S.C.A.L.E framework for building a paid program.
  
  
• Module 2: you'll learn how to create your paid strategy with the five stages.
  
  
• Module 3: you'll learn how to measure your paid media program correctly.
  
  
• Module 4: you'll learn how to create world-class campaigns from A-Z.
  
  
• Module 5: you'll learn how to create an experimentation engine.
  
  
• Module 6: you'll learn how to scale with the Scaling Quadrant.

‍

It doesn’t matter if you’re a seasoned B2B advertiser or a complete newbie.

You’re going to walk away with frameworks and repeatable processes for building a paid media program that scales.
‍

Click Here to Join 1,000+ B2B Marketers Today and start leveling up your advertising skill set.
‍

It takes < 90 seconds to sign up (seriously we timed it 😂)

‍

People Also Ask

‍

1 - What’s PPC optimization all about?

Think of PPC optimization as fine-tuning your paid ads to get the most bang for your buck. It’s about tweaking keywords, targeting the right B2B audiences, crafting killer ad copy, and making sure your landing pages are on point. The goal? To get your ads in front of the right decision-makers and drive those valuable actions that matter to your business.

‍

2 - How does ad copy make or break a B2B PPC campaign?

Your ad copy is your first impression—so make it count! Speak directly to your audience’s pain points and needs. Highlight what makes you stand out, whether it’s a solution to their problem or something that saves them time and money. Test out different versions (because A/B testing is your best friend) and see what clicks—literally.

‍

3 - Why are landing pages such a big deal in B2B PPC?‍

Landing pages are where the magic happens. When someone clicks your ad, they expect to land on a page that delivers exactly what was promised. If your landing page is laser-focused, speaks to their needs, and makes it easy to take the next step, your conversion rates will thank you.

4 - What metrics actually matter in B2B PPC campaigns?

In B2B, it’s not just about clicks—it’s about qualified leads and pipeline growth. Watch metrics like CTR, CPC, conversion rate, cost per MQL/SQL, pipeline generated, and ROAS. For Google Search campaigns, don’t ignore quality score. These numbers will tell you if you’re spending wisely or burning budget.

5 - Why is monitoring your B2B PPC campaigns so important?

Things change fast in PPC—your audience, your competition, and even market trends. Keeping a close eye on your campaigns helps you pivot quickly when needed, refine your approach, and keep your ROI looking sharp. Regular check-ins = better results. Simple as that.

Hey there, B2B marketer!  If you're having trouble with high CPLs and low CTRs, bad creatives could be the problem.
‍

In this article, I’ll unpack what great B2B advertising looks like and 10 techniques you can steal from these top B2B ads.
‍

So let’s dive in 👇

‍

TABLE OF CONTENTS

• #1 - Address ICP (Ideal Customer Profile) Needs
• #2 - Clear CTA (Call to Action)
• #3 - Optimized Elements
• #4 - Channel-Savy Ads
• #5 - Direct Language
• #6 - Plain Speak
• #7 - Concise Copy
• #8 - Authentic Imagery
• #9 - Break Norms
• #10 - Build Trust
• Free Resources to Jumpstart Your B2B Marketing Career

‍

1. Address ICP (Ideal Customer Profile) Needs

‍

If you don’t know what your audience cares about, you’ll miss the mark entirely. 

The first thing to do is identify the job your customers are hiring your product or service to do so your ads will speak directly to their needs. Because remember, it's not about you. It’s about them.

In the Dooly example below, you can notice within the first five seconds that:

• The ad is talking to sales teams and sales representatives.
• It addresses a major pain point these audiences experience from deeply knowing their audience and having well-defined ad personas.

‍

2. Clear CTA (Call to Action)
‍

Clarity equals high conversions. Your ads need to have a clear call to action that is compelling and stands out in the headline.

Look at the Lusha ad call to action: “Turn prospects into sales faster with Lusha”. Pretty clear!
‍

3. Optimized Elements
‍

High-converting ads optimize the elements. They effectively use all the ad components to avoid repetition and tailor the ads to the medium for the most impact, making it easier to convert.

Everyone is busy, and no one wants to waste time. So, by understanding how people use the platform you're advertising on, you can maximize your ad experience and use all the elements meaningfully.

‍Warning 🚨: When using a lead-gen form or landing page to convert demo requests, make sure the entire experience is as easy as possible to navigate, understand, and convert.

Too often, I’ve seen forms or landing pages that do not match the message in the ad, which is not only confusing but also more challenging to convert. 

Here’s a winning example from Zingtree. The goal is to book a demo using a lead gen form:
‍

‍

‍Why this is a winning ad

• The ad copy clearly states that you can chat with an expert to learn more with a “Learn More” CTA button.
• Matching ad and lead gen form headlines
• Lead gen form copy is clear on what is involved with filling out the form and what will be on the call.
• Lead gen form uses prefilled-in forms as much as possible to decrease the user needing to fill them in – only requiring one form field to be selected.
• The lead gen form confirmation message clearly explains what happens next and points to helpful content.

‍

Where it can improve

• It should  say how many business days or hours the team will reach out to schedule the demo
• It could have also pointed to a booking link in the thank you message so leads could automatically book their meeting instead of pointing to content. This helps capture the attention  you already have in a more impactful way

4. Channel-Savy Ads
‍

Tailor ads to the medium for impact. “The medium is the message”.

This ad from Cognism is a great example. They repurposed the results from a poll on their organic page comparing their brand with their 2 most significant competitors in EMEA. Genius 😎
‍

5. Direct Language
‍

Use 'you' and 'your' for engagement. 

‍

Let’s not forget that it’s B2B, but we’re still talking to people.
‍

6. Plain Speak
‍

Cut the jargon and use the customer's words in the ads.
‍

7. Concise Copy
‍

Keep your copy short, ideally between 60 to 120 characters, so it’s easy to consume.Your goal isn’t to explain everything your product does in the ad, it’s to make the prospect take the next step, which could be visiting your website, scheduling a demo, or signing up for a free trial.
‍

8. Authentic Imagery
‍

Use authentic human images, no stock photos.

‍

There are millions of studies and experiments showing the psychological effect of adding people to the ads (this one from Incivus is a good one), but one of the main reasons is that it connects with the viewer on a human level and builds trust.
‍

9. Break Norms
‍

Create ads that defy traditional expectations.

This ad from UserGems is pretty cool because it mimics the in-platform alerts to grab the audience's attention and lean into the pain point they were trying to talk about with their ICP.
‍

10. Build Trust
‍

Leveraging social proof and addressing objections early can have a big impact.

‍

Social proof helps build trust, and your prospects will see all the other big brands and competitors using your tool, so it will also give them FOMO (Fear of Missing Out). 
‍

‍

Great B2B ads don’t just happen, they’re built on understanding your audience, removing friction, and breaking the norms. 

‍

I hope you found this article helpful!To learn more about B2B ads best practices, dive into the articles below:

• 10 B2B SaaS Copywriting Tips for Better Ad Performance
• 10 Tips to Create B2B Ads that Convert

‍

‍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 customers' psychologists and understand them deeply through 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 measure the success of my B2B ad campaigns?

Utilize key performance indicators (KPIs) such as click-through rates (CTR), conversion rates, and return on investment (ROI) to assess campaign effectiveness. Implement tracking tools like Google Analytics to monitor user engagement and conversions.

‍

What are the best practices for aligning ad creatives with my Ideal Customer Profile (ICP)?

Conduct thorough market research to understand your ICP’s pain points and preferences. Develop ad content that directly addresses these needs, using language and visuals that resonate with your target audience.

‍

How can I ensure my call-to-action (CTA) is compelling and drives conversions?

Craft clear and concise CTAs that communicate the value proposition. Use action-oriented language and place the CTA prominently within the ad to encourage immediate response.

‍

What strategies can I employ to create authentic imagery in my B2B ads?

Use real customer photos or behind-the-scenes images of your team to build trust. Avoid generic stock photos; instead, opt for visuals that genuinely represent your brand and resonate with your audience.

‍

How can I break industry norms in my advertising to stand out without alienating potential clients?

Innovate within the boundaries of your brand identity. Experiment with unique ad formats, storytelling techniques, or humor, ensuring that these elements align with your brand values and appeal to your target audience.

‍

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

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‍

In this JTBD Interview Matrix Template, you’ll be looking for five key points that highlight your customer’s journey with your brand:

1. Situation and Pain Points - What challenges are they facing?
2. Motivation - Why did they start looking for a solution?
3. Trigger - What prompted them to move forward with your service?
4. Ideal Outcome - What result are they seeking?
5. 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: 

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‍

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.

‍

Hey there new B2B marketer! 

Diving into the world of B2B advertising can be confusing and overwhelming. 

In this article I’m going to walk you through 8 differences between B2B & B2C you need to know. 

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:

• 8 Biggest Differences Between B2B and B2C
• The Cost of The Product
• How Purchase Decisions Are Made
• The Average Sales Length
• Smaller Audience Sizes
• Different Distribution Strategies
• Need to Support Multiple Sales Funnels
• Team Sport, Not Individual
• Go Further Than Just The First Conversion

‍

‍

8 Biggest Differences Between B2B and B2C

In no particular order of importance, here are the 8 biggest differences between business-to-business (B2B) and business-to-consumer (B2C) advertising. 

The Cost of The Product

The first key difference between B2B and B2C is the cost of the product. 

B2B marketers call this the average deal size or average contract value depending on what is sold. 

Typically, B2B products are more expensive ranging from $1,000 to over $250,000.

How Purchase Decisions Are Made

In B2B buying, there will be more people involved in the purchase of the product compared to B2C where there is usually only one person involved.

This is often referred to as a buying committee, in B2B your job is to nurture, educate, and reach everyone in this group so they can collectively decide to purchase the product. 

The Average Sales Length

There are more people involved with purchasing the B2B product or service and the product is typically a more expensive purchase, the length of time to purchase that product is typically longer. 

Depending on the complexity of what is being bought, sales cycles can range from 30 days to 36 months. The higher and more complex the product or service is the longer the sales cycle typically is.

This is different from B2C because it can take me 30 seconds to buy something off an Instagram ad. 

I’m not sure if that’s a good or bad thing 🤣

Smaller Audience Sizes

With B2B advertising programs, you’ll be targeting smaller audiences across ad channels. 

Your audience will typically be less than 300,000 contacts with a focus on reaching the right person and company vs B2C where your audiences will typically be much broader than this since more people can purchase your product or service.

Different Distribution Strategies

Since you’ll be reaching a much more targeted audience, and you may be dealing with a specific budget – the ad channels you decide to use may look different than your B2C advertising counterparts. 

It all comes down to where your audience lives and breathes, digitally.

Believe me, I’ve been behind some powerful Facebook ads for B2B. But, you may think twice about using a TV commercial during the Super Bowl as a B2B marketer (well…unless you’re Salesforce!)

‍

But again, this will all depend on your budget and the breath of your buyers.

Need to Support Multiple Sales Funnels

In B2B, your advertising campaigns will support and fuel multiple sales funnels and processes. 

The big three are product-lead, sales-lead, and a hybrid of both.

You can learn more about each revenue model in our B2B Advertising Guide. 

Team Sport, Not Individual

B2B advertising requires strategic alignment across multiple teams including sales, marketing, and customer success departments to support the buyer’s journey and close deals more effectively.

Given the fact that it’s not just about reaching a specific individual but also a company. 

This increases the importance and complexity of working across teams. 

Go Further Than Just The First Conversion

The B2B sales processes are more complex and there's more buyers involved. 

Your advertising campaigns should be designed to help impact the entire buyer journey.

Not just the first conversion like B2C advertising.

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 customers' psychologists and understand them deeply through 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 do customer expectations differ between B2B and B2C markets?

B2B customers typically expect detailed information, personalized communication, and long-term value, focusing on how a product or service can address specific business needs. In contrast, B2C customers often seek quick solutions, emotional satisfaction, and immediate benefits, valuing convenience and brand experience.

‍

What are the implications of these differences for customer service strategies?

In B2B markets, customer service should be consultative, offering tailored solutions and ongoing support to build strong relationships. For B2C markets, customer service should prioritize efficiency, accessibility, and positive experiences to foster customer loyalty and satisfaction.

‍

How do pricing strategies vary between B2B and B2C businesses?

B2B pricing often involves negotiation, volume discounts, and customized quotes based on the client’s specific requirements. B2C pricing is generally fixed, with occasional promotions or discounts aimed at attracting a broad consumer base.

What role does branding play in B2B versus B2C marketing?

In B2B marketing, branding establishes credibility and trust, positioning the company as a reliable partner. In B2C marketing, branding focuses on creating an emotional connection and brand loyalty among consumers.

‍

How do digital marketing strategies differ between B2B and B2C companies?

B2B digital marketing often leverages content marketing, LinkedIn outreach, and email campaigns targeting decision-makers. B2C digital marketing utilizes social media platforms, influencer partnerships, and broad-reaching advertising to engage consumers.

‍

Hey there B2B marketing grasshopper 👋

In this article, we're channeling our inner Mr. Miyagi from "The Karate Kid," because we're about to master the art of creating B2B buyer personas. 

Wax on, wax off style – but with less wax and more wisdom!

Let’s dive into it. 

‍

TABLE OF CONTENTS:

• What Is a B2B Buyer Persona?
• 3 Major B2B Marketing Personas
• How to Develop a B2B Buyer Persona
• The Five B2B Buyer Persona Segmentations
• B2B Buyer Persona Template
• Translating B2B Buyer Persona’s into Ad Targeting

‍

‍

What Is a B2B Buyer Persona?

Just like Daniel-san needed to understand his opponents in the All Valley Karate Tournament, it's important to understand your B2B buyer personas to win in the market. 

It's critical because these personas are your roadmap – they guide every marketing punch and kick you make.

If you don’t do this, your marketing efforts might be as off-target as Daniel-san trying to catch a fly with chopsticks on his first try. 

We're talking about misdirected resources and messaging that misses the mark, leaving your ROI down and out — so let's break it down, Karate Kid style:

What is a persona? It’s the semi-fictional characters that make up your target audience. It’s a great way to unpack who makes up your ideal customer profiles, called an “ICP”

3 Major B2B Marketing Personas

In B2B marketing there are 3 major personas or roles to understand in the sales process.

This is also referred to as a buying committee:

1. Decision Maker – The person who makes the final decision to purchase
2. Champion - A person who enthusiastically supports your product or service in their organization
3. Influencer - A person who can influence other members of the buying committee

Your marketing and advertising efforts should address their needs and concerns when it comes to buying and using your product or service. 

Knowing what these personas are looking for will help you tailor your messaging to make your ads stand out.

‍

For example: imagine your buyer persona 'Finance-Manager-Frank'. He's in his mid-40s, loves numbers more than karate, and is always on the lookout for tools that bring efficiency and balance. Where does he find his information? → LinkedIn and financial blogs

‍

Knowing this, you’d be able to hone in your advertising strategy to use LinkedIn ads to demonstrate how finance managers find more efficiency from their investments by using your product.

How to Develop a B2B Buyer Persona

There’s 5 major segmentation buckets to consider when putting together a B2B buyer persona:

1. Demographic Segmentation
   • Targeting potential customer based on their role (ex: Job Titles, Job Functions)
2. Firmographic Segmentation
   • Targeting potential customers based on company traits (ex: Industry, Company Size)
3. Geographic Segmentation
   • Targeting potential customers based on their company and physical location (ex:USA)
4. Technographic Segmentation
   • Targeting potential customers based on the tech they use (ex: Slack, Teams) 
5. Behavioral Segmentation
   • Fine tune your messaging based on your potential customers Jobs To Be Done, decision-making process, and more.

Within each segmentation, there’s key information you should collect to build your personas which will ultimately inform your advertising channel strategy, targeting, and messaging. 

Getting crystal clear on your buyer personas will also help you maximize your resources, build internal trust with your sales and service teams, and drive better results.

Let’s dive into the five segmentations in greater detail. 

The Five B2B Buyer Persona Segmentations:

Demographic

Target potential customer based on their role

1. Role: Identify the job title and role they’re in and what level in their organizations they fall (individual contributor, middle management, or in the C-suite – chief roles including CEO, CFO, CMO, etc).
2. Responsibilities: Identify all the key areas they oversee and manage. Pulls who they report to.

Firmographic

Target potential customers based on company traits

1. Company Industry: ex: Technology, Manufacturing 
2. Company Employee Size: ex: 500 - 1,000 employees 
3. Company Revenue Size: $1,000,000 - $10,000,000 ARR

Geographic

Target potential customers based on their company and physical location

1. Company Location: ex: United States, Canada
2. Employee Location: ex: United Kingdom 

Technographic

Target potential customers based on the tech they use

1. Tools: This breaks down the tools they use or need to do their jobs (ex: Slack, Teams)
2. Company Competitors: list out any relevant competing technologies 

Behavioral

Fine tune your messaging based on your potential customers Jobs To Be Done, decision-making process, and more.

1. Goals: This details how their job is measured by
2. Jobs to be Done/Pain Points: This elaborates on the biggest challenges they face in their role
3. Decision-Making Process: This goes into detail on who they need approval from when buying a new product/service, who signs the contract, who owns the budget
4. Evaluation Process: This details how this persona typically decides on a product
5. Objections & Concerns: this outlines what prevents them from making a decision 
6. Consumption Habits: how do they gain information for their job and what social media networks do they use

B2B Buyer Persona Template

To help you put this into action get a free copy of my B2B Buyer Persona template in Module 2 - Lesson 2 of my B2B Advertising Foundations Course when you sign up for free.  With this template you will be able to easily map out your buyer persona across the five segmentations.

Translating B2B Buyer Persona’s into Ad Targeting 

After completing the B2B Buyer Persona template you should be very clear on who you’re going after. 

Now you’ll want to review your persona’s segmentation and find possible targeting opportunities in the platforms you’re considering advertising on – your options will vary greatly by channel. 

Create a draft campaign in your ad platform of choice and review all of the audience targeting options available – sometimes you’ll need to get creative! (example below of LinkedIn Ads). 

And that my advertising friends is your way to craft a buyer persona you can use to identify the audiences you’ll be targeting in your B2B advertising.

Hope you found this article useful! 

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You can also visit my website here for more valuable content.

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Jumpstart Your B2B Marketing Career

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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.

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• 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 customers' psychologists and understand them deeply through 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.

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People Also Ask

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How can I ensure my B2B buyer personas remain accurate and relevant over time?

Regularly update your personas by conducting periodic market research and gathering feedback from sales and customer service teams. This ensures they reflect current market conditions and evolving customer needs.

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What are effective methods for validating the assumptions made during persona development?

Validate assumptions by analyzing customer data, conducting interviews, and implementing surveys. Cross-referencing these insights with your personas helps confirm their accuracy.

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How can I align my sales and marketing teams using B2B buyer personas?

Facilitate workshops and regular meetings to discuss and refine personas, ensuring both teams have a shared understanding of target customers. This alignment fosters cohesive strategies and messaging.

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What role do negative personas play in refining marketing strategies?

Negative personas represent segments that are unlikely to convert. Identifying them helps in excluding these groups from marketing efforts, thereby improving resource allocation and campaign efficiency.

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How can I leverage B2B buyer personas to enhance content marketing efforts?

Use personas to tailor content that addresses specific pain points and interests of each segment, thereby increasing engagement and conversion rates.

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