Understory's Paid Media Management Services
Tailored paid media services designed for B2B SaaS companies looking to efficiently scale their demand capture and creation efforts.
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Our Paid Media Management Process
From initial setup and strategy development to continuous improvement and optimization. We provide a comprehensive solution to ensure your paid media campaigns deliver measurable results and ROI.
Initial Setup and Strategy Development
Create or enhance the Company Pages and Campaign Manager accounts, and establish these accounts with proper configurations. Install ad account pixels for conversion tracking and detailed analytics across platforms. Define clear and measurable objectives as a way of tracking the success of ad campaigns and where to allocate spend.
Audience Research and Creative Development
Conduct detailed audience research and segmentation utilizing each ad platform's audience building tools. Analyze competitors' strategies and market trends to identify opportunities and effective messaging tactics. Work in tandem to identify messaging that resonates with our target ICP.
Campaign Execution and Monitoring
Initiate campaigns with a broad approach and refine targeting based on initial performance data. Monitor performance metrics and adjust bids, targeting, and ad creatives based on early insights. Proactively kill bottom performers, scale top performers, and develop new headlines, sub-headlines, and CTAs.
Optimization and Refinement
Execute ongoing A/B/C testing to optimize ad copy, creative elements, and pain point messaging. Monitor and assess the quality of leads, adjusting targeting and messaging to improve conversion rates. Analyze campaign performance and generate detailed reports with insights and recommendations.
Lead Management
Implement a real-time lead notification system to track and organize leads effectively, ensuring prompt follow-ups and nurturing for higher conversion rates. Use automation platforms and Slack to connect each ad platform and send real-time submission notifications to your sales reps.
Scaling and Retargeting Implementation
Refine strategies unique to your company, optimizing your campaigns for success. Implement retargeting campaigns once audiences have grown to capture demand from warm audiences. Maintain a cycle of testing and refining, leveraging insights for ongoing improvements.
CRM Integration and Down Funnel Reporting
We're certified HubSpot partners with multiple experts on the team. We use that knowledge to guide CRM workflow setup and apply it to platforms like Salesforce. We prioritize CRM hygiene by creating custom properties and dashboards to effectively monitor results.
Continuous Improvement
Our commitment to your campaign's success is ongoing. We proactively bring new ideas and tactics, offer continuous improvement through iterative performance-based feedback, and refine strategies unique to your company.
Everything Included
Our Paid Media Management Services include everything you need to build and scale successful campaigns.
Domain Infrastructure
Complete setup and management of ad accounts and tracking pixels.
Audience Building
ICP identification and targeted audience segmentation across platforms.
Creative Strategy
Hypothesis-driven creative variants tied to specific personas and offers.
Professional Copywriting
All ad copy done for you and reviewed prior to launch.
A/B/C Testing
Included for each ad campaign to optimize performance.
Custom Dashboarding
Bespoke dashboards in your CRM and Looker Studio. Ad data, pipeline, and revenue attribution in one place.
Dedicated Support
Bi-weekly meetings, designated Slack channel, and quarterly business reviews.
Lead Notifications
Real-time lead activity notifications for your sales reps via Slack.
CRM Integration
HubSpot/Salesforce contact record creation and email correspondence.
Retargeting
Lead retargeting via website de-anonymization and warm audiences.
Graphic Design
Conversion-focused ad creative production and design workshops.
Landing Pages
High-converting landing page creation available as add-on.
Generate Qualified Pipeline with Strategic Paid Media
Stop guessing. Start compounding.
Demand capture and demand creation across every platform
Real-time reporting in HubSpot, Salesforce, or Looker Studio
Connect every ad dollar to pipeline and closed deals
10 hours/mo of design included in every package
Weekly A/B/C testing, bid management, and creative refresh
We run everything. You focus on closing.
Don't believe us? Hear it from Adam Robinson, CEO of Retention.com and RB2B.
Under $50k/mo Ad Spend
- Platforms: LinkedIn, Google, Meta, Reddit, X, Capterra, etc.
- Ad account setup and conversion tracking installation
- Unlimited ad copy variations written per month
- A/B/C testing for each campaign
- 10 hours of design per month
- Strategic reporting based on ad platform and CRM data
- Bi-weekly meetings and designated Slack channel
- Custom dashboarding with CRM and Ads data integration
- Real-time lead notifications for sales reps
$50k - $150k/mo Ad Spend
- Everything in Seed, plus:
- 10 hours of design per month
- Creative strategy and design image production (up to 5 ads/month)
- Expanded spend management up to $100k/month
- Quarterly business reviews with detailed recommendations
- Priority Slack support
$150k - $300k/mo Ad Spend
- Everything in Startup, plus:
- 10 hours of design per month
- Full visual strategy support with up to 10 custom image ads/month
- Advanced retargeting and lookalike audience strategies
- Weekly optimization calls
$300k+ Ad Spend
- Everything in Scale Up, plus:
- Custom design support
- Unlimited landing page creation
- Dedicated account team
- Custom integrations (HubSpot, Salesforce)
- 24/7 monitoring and performance SLAs
- Geo and language complexity support
Paid media, answered.
LinkedIn, Google (Search, Display, YouTube), Meta, Reddit, X, and other channels as needed. We pick the channel mix based on where your ICP actually buys, not where your last agency had retainers. LinkedIn is our highest-volume channel for most B2B clients, but we run full-funnel programs across whichever platforms move pipeline. We also handle review-site placements (G2, TrustRadius) when they fit the funnel.
B2B-first. Our team, tooling, attribution stack, and creative process are all built around B2B SaaS, services, and AI-native companies. That includes both classic enterprise motions (a buying committee of three to seven people across a multi-week sales cycle) and PLG companies running self-serve funnels where the goal is signups, activations, and product-qualified leads instead of demo bookings. We have run B2C campaigns where the ICP overlap is strong, but B2B is the default.
Flat retainers, not a percentage of ad spend. We tier the retainer to your monthly spend (Seed under $50K/mo, Startup $50-150K, Scale Up $150-300K, Enterprise $300K+), but you pay the same fee whether your ads cost $2 or $200 per click. We think percentage-of-spend agencies are incentivized to spend more, not to convert more.
We'll engage clients spending under $50K/mo on paid, but the math works best for B2B companies running $25K+ per month. Below that, the retainer-to-spend ratio doesn't compound the way it should. If you're earlier than that, GTM engineering or LinkedIn content is usually a better starting service.
We produce it. Every paid-media engagement includes ten hours per month of design, unlimited copy variations, and platform-native ad assets for every channel you're running. Creative refresh is built into the cadence so ads don't fatigue. If you have an in-house design team, we collaborate; if not, we run it end to end.
Every ad impression, click, and form submit lands on the contact record with full source and campaign attribution. We're a certified HubSpot Solutions Partner and we work with Salesforce too. On top of the CRM, you get a Looker Studio dashboard (or HubSpot/Salesforce native) that shows paid spend, pipeline contribution, and revenue attribution side by side. No more guessing which channel sourced the deal.
Faster than outbound. Most B2B paid campaigns spin up in seven to fourteen days from kickoff: account audit, pixel and conversion tracking install, audience build, creative production, and launch. You'll see your first leads in week two or three. We then iterate as frequently as needed based on performance, not on a fixed monthly cadence.
We layer multiple retargeting sources: ad platform pixels (LinkedIn, Meta, Google), website deanonymization tools, and CRM-based audience lists pushed into LinkedIn and Meta. If a prospect visits your site but doesn't convert, we can retarget them across YouTube, LinkedIn, Meta, and Reddit within 24-48 hours. CRM lists from HubSpot or Salesforce are pushed in too, so warm-audience targeting includes your existing pipeline.
Yes. Thought leader ads (boosting a personal LinkedIn post as a paid ad) are one of the highest-performing formats we run for B2B founders and executives. We coordinate them with our LinkedIn Content team when clients run both services so the organic post and the paid promotion are designed together, not bolted on after.
Yes. Every engagement has a named paid media strategist who owns the channel mix, optimization cadence, and reporting. You also get a designated channel specialist for every platform you're operating or spending on, so the person tuning your LinkedIn, Google, Meta, or Reddit campaigns is someone who runs that channel every day, not a generalist toggling between accounts.
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