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Understory

Scale demand with Paid Media built for B2B SaaS

Full-funnel campaigns across LinkedIn, Google, Meta, Reddit, and X, with done-for-you creative, revenue attribution in your CRM, and every ad account monitored by AI and strategized by humans.

What makes us unique

Every ad account monitored by AI and strategized by humans

We built our own cross-platform ad-intelligence layer so we act on live data, not last week’s screenshots. The AI monitors every account in real time. Our strategists make the calls. That is the difference between an agency that reports on your ads and one that manages them minute to minute.

Cross-platform ad intelligence

One request pulls a full performance report (spend, CTR, CPC, conversions, and recommendations) live across LinkedIn, Google, Meta, Reddit, and Microsoft, instead of stitching together five dashboards.

Daily budget pacing

Automated pacing checks flag over and under-spend every morning, so budgets hit target without a human babysitting the platforms.

AI-assisted creative testing

We generate and test creative and copy variants continuously, kill fatigued ads early, and scale the winners before performance dips.

Signal-based retargeting

Website de-anonymization plus CRM audiences push warm prospects back into LinkedIn, Meta, and YouTube within a day, not a quarter.

Revenue attribution, not clicks

Every impression, click, and form-fill lands on the CRM record, so you see pipeline and revenue side by side with spend, not vanity metrics.

Zero lift for you

We run the accounts, the creative, and the reporting. You focus on closing the pipeline we generate.

Official Understory Partners

Instantly Certified ExpertHeyReach ExpertHubSpot Solutions PartnerClay Enterprise PartnerLinkedIn Ads CertifiedGoogle PartnerOutboundSync Agency Partner GoldAI Ark Expert

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.

01

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.

02

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.

03

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.

04

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.

05

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.

06

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.

07

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.

08

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.

Live Revenue Dashboard

A live dashboard your whole team can open any day. Spend, leads, meetings booked, pipeline created, revenue closed. No waiting for the monthly readout.

Quarterly Growth Audit

Every quarter we re-audit your funnel like we are pitching you for the first time. What worked, what is leaking, what we would change next.

Benchmarks From 100+ Engagements

We run GTM for 100+ B2B companies. Every recommendation comes with what is working across the portfolio right now. Costs per meeting, formats, channel mix.

Generate Qualified Pipeline with Strategic Paid Media

Stop guessing. Start compounding.

Full-Funnel Strategy

Demand capture and demand creation across every platform

CRM-Native Dashboards

Real-time reporting in HubSpot, Salesforce, or Looker Studio

Revenue Attribution

Connect every ad dollar to pipeline and closed deals

Creative Production

10 hours/mo of design included in every package

Continuous Optimization

Weekly A/B/C testing, bid management, and creative refresh

Zero Lift For You

We run everything. You focus on closing.

Paid Media Pricing

Flat retainers, never a percentage of ad spend. Priced by channel count and scales with your ad spend tier.

Seed

$8,000/mo for 1 channel · $12,000/mo for 2+ channels · Under $50k/mo Ad Spend

  • Platforms include LinkedIn, Google, Meta, Reddit, X, Capterra, and more.
  • 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

+$4,000/mo add-on: Unlimited landing page creation

Book a Call
Startup

$10,000/mo for 1 channel · $15,000/mo for 2+ channels · $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

+$6,000/mo add-on: Unlimited landing page creation

Book a Call
Scale Up

$15,000/mo for 1 channel · $20,000/mo for 2+ channels · $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

+$7,500/mo add-on: Unlimited landing page creation

Book a Call
Enterprise

Starting at $25,000/mo, custom quote · $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
Book a Call
FAQ

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, covering 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, from ad platform pixels (LinkedIn, Meta, Google) to 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.

Ready to Transform Your Paid Media Strategy?

Book a call to discuss how our Paid Media Management Services can help you efficiently scale your demand generation efforts.

Book a Call

Hear it from our clients.

Real results. Real words. No scripts.

Alex and Ali have a deep understanding of full-funnel pipeline generation. Ads, email, creative, landing pages, demand gen, lead gen, Clay. They've got you covered. They're a small, scrappy team that cares about results. Go with Understory to run your allbound and you will not be sorry.

Adam Robinson

CEO, Retention.com & RB2B

RB2B

Understory has been an incredible partner to us. They are not only exceptionally skilled operators who understand B2B SaaS growth, but also a group of genuinely smart, proactive, and enjoyable people to work with. They really feel like an extension to the team, consistently bringing new ideas and executing at a high level. I definitely recommend them to any company looking for a true growth partner.

Nick Velkovski

Co-founder & CEO, HeyReach

HeyReach

We spent $50K with no ROI on LinkedIn ads, and then Understory spent a fraction of that and booked us 30+ demos in the first month and a half.

Ankit Kanoria

Chief Growth Officer, Hiver

Hiver

The Understory team excels everywhere. I knew Alex for a while as an early Clay expert, and eventually met Ali too before they became an enterprise partner. We discussed strategy and tactics, and I could just tell it was the right fit for our paid media efforts. This team excels across all channels, and there was no other agency that knew our audience better or could execute at their level.

Bruno Estrella

Head of Growth, Clay

Clay

We really couldn't ever imagine working without the Understory team, so I heavily recommend them for anyone really trying to look and build their business and really meaningfully grow.

Jordan Shamir

CEO, Yofi

Yofi

Jumping into projects with Understory has been a game-changer for our ad campaigns across LinkedIn and Google. It's like they scour the couch cushions for every last penny to make sure our budget stretches as far as it can go. With a keen eye for detail and a knack for making every dollar count, Understory's approach is a breath of fresh air.

Joseph Barringham

Director of Demand Gen, Sonrai Security

Sonrai Security

Working with Understory has been refreshing -- they jumped right into a highly technical niche and got up to speed on the nuances of our industry. They didn't try to reinvent the wheel, but instead used their expertise to build on our early strategies and successes.

Jono Krawczyk

Growth Marketing, Secure W-2

SecureW2

At the start of the new year, we observed a 40% increase in our campaign performance, a testament to their hard work and expertise. We are genuinely impressed and excited by the results achieved, and look forward to our continued partnership!

Angelica Krauss

Director of Marketing, Remofirst

RemoFirst

Understory team did a thorough audit on our paid media campaigns, found multiple weak spots, and proactively suggested tactics for us to implement. We were so impressed with the audit that we hired them for both paid social and paid search that week.

Gleb Polyakov

CEO, Nylas

Nylas

Alex and Ali have a deep understanding of full-funnel pipeline generation. Ads, email, creative, landing pages, demand gen, lead gen, Clay. They've got you covered. They're a small, scrappy team that cares about results. Go with Understory to run your allbound and you will not be sorry.

Adam Robinson

CEO, Retention.com & RB2B

RB2B

Understory has been an incredible partner to us. They are not only exceptionally skilled operators who understand B2B SaaS growth, but also a group of genuinely smart, proactive, and enjoyable people to work with. They really feel like an extension to the team, consistently bringing new ideas and executing at a high level. I definitely recommend them to any company looking for a true growth partner.

Nick Velkovski

Co-founder & CEO, HeyReach

HeyReach

We spent $50K with no ROI on LinkedIn ads, and then Understory spent a fraction of that and booked us 30+ demos in the first month and a half.

Ankit Kanoria

Chief Growth Officer, Hiver

Hiver

The Understory team excels everywhere. I knew Alex for a while as an early Clay expert, and eventually met Ali too before they became an enterprise partner. We discussed strategy and tactics, and I could just tell it was the right fit for our paid media efforts. This team excels across all channels, and there was no other agency that knew our audience better or could execute at their level.

Bruno Estrella

Head of Growth, Clay

Clay

We really couldn't ever imagine working without the Understory team, so I heavily recommend them for anyone really trying to look and build their business and really meaningfully grow.

Jordan Shamir

CEO, Yofi

Yofi

Jumping into projects with Understory has been a game-changer for our ad campaigns across LinkedIn and Google. It's like they scour the couch cushions for every last penny to make sure our budget stretches as far as it can go. With a keen eye for detail and a knack for making every dollar count, Understory's approach is a breath of fresh air.

Joseph Barringham

Director of Demand Gen, Sonrai Security

Sonrai Security

Working with Understory has been refreshing -- they jumped right into a highly technical niche and got up to speed on the nuances of our industry. They didn't try to reinvent the wheel, but instead used their expertise to build on our early strategies and successes.

Jono Krawczyk

Growth Marketing, Secure W-2

SecureW2

At the start of the new year, we observed a 40% increase in our campaign performance, a testament to their hard work and expertise. We are genuinely impressed and excited by the results achieved, and look forward to our continued partnership!

Angelica Krauss

Director of Marketing, Remofirst

RemoFirst

Understory team did a thorough audit on our paid media campaigns, found multiple weak spots, and proactively suggested tactics for us to implement. We were so impressed with the audit that we hired them for both paid social and paid search that week.

Gleb Polyakov

CEO, Nylas

Nylas

Working with Understory has been effortless. The syncs were regular, setup was fast and I was pleasantly shocked at the sheer pace Understory work at. This coupled with the passion and excitement Alex and Ali show has made them a pleasure to work with.

Scott Ferguson

Director of Revenue Marketing, Netacea

Netacea

They've completely transformed how we approach outbound campaigns. Before we were really struggling with weak positioning and limited reach, but after we partnered with Alex and Ali, we experienced steady, and really consistent growth.

Luis Perdomo

Director of Marketing, Verify Treatment

Verify Treatment

It was clear they actually cared about delivering results for us, not just putting us through some generic, templated system. They really spend the time to understand what will create value for us, built a strategy, and then kept iterating on it to get better and better results.

Ryley Randall

CEO, Devize

Devize

These guys are real nerds at this stuff. They make our campaigns work and I don't have to do any heavy lifting at all. After a successful exit, I'm focused on A players only, and Understory is exactly that. Trust the nerds. You won't regret it.

Eric Spett

CEO, Scalebound

Scalebound

Working with Understory allowed us to reach tens of thousands of prospects and return multiple daily positive leads. They helped us locate potential users of our tool and dial in our messaging so that when we reached out, people responded positively.

Arel Moodie

Co-Founder, Talkadot

Talkadot

I worked at Google for over 10 years with many performance marketing agencies and Understory is one of the best.

Jonathan Pelosi

CRO, Avo

Avo

Working with Understory for my email campaigns has been what I wish every agency experience was like. They're shrewd, on the bleeding edge of the newest tech, organized, and timely. My favorite part about working with them has probably been their proactivity, and ability to adapt quickly.

Itai Joseph

CEO, Fondu

Fondu

Understory is incredible to work with. They're so creative in the way they approach ad creatives and copy, but extremely tactical and calculated with the way they manage ad spend. A year in, and I can't think of a better partner to work with.

Alia Vinson

Senior Marketing Manager, VERO

VERO

Before Understory, we struggled to find a LinkedIn Ads agency that didn't just run us through generic playbooks. Since partnering with Understory, LinkedIn Ads has become one of our top acquisition channels, delivering some of our largest sales opportunities every week.

Mike Kilcullen

VP of Marketing, Wiza

Wiza

Working with Understory has been effortless. The syncs were regular, setup was fast and I was pleasantly shocked at the sheer pace Understory work at. This coupled with the passion and excitement Alex and Ali show has made them a pleasure to work with.

Scott Ferguson

Director of Revenue Marketing, Netacea

Netacea

They've completely transformed how we approach outbound campaigns. Before we were really struggling with weak positioning and limited reach, but after we partnered with Alex and Ali, we experienced steady, and really consistent growth.

Luis Perdomo

Director of Marketing, Verify Treatment

Verify Treatment

It was clear they actually cared about delivering results for us, not just putting us through some generic, templated system. They really spend the time to understand what will create value for us, built a strategy, and then kept iterating on it to get better and better results.

Ryley Randall

CEO, Devize

Devize

These guys are real nerds at this stuff. They make our campaigns work and I don't have to do any heavy lifting at all. After a successful exit, I'm focused on A players only, and Understory is exactly that. Trust the nerds. You won't regret it.

Eric Spett

CEO, Scalebound

Scalebound

Working with Understory allowed us to reach tens of thousands of prospects and return multiple daily positive leads. They helped us locate potential users of our tool and dial in our messaging so that when we reached out, people responded positively.

Arel Moodie

Co-Founder, Talkadot

Talkadot

I worked at Google for over 10 years with many performance marketing agencies and Understory is one of the best.

Jonathan Pelosi

CRO, Avo

Avo

Working with Understory for my email campaigns has been what I wish every agency experience was like. They're shrewd, on the bleeding edge of the newest tech, organized, and timely. My favorite part about working with them has probably been their proactivity, and ability to adapt quickly.

Itai Joseph

CEO, Fondu

Fondu

Understory is incredible to work with. They're so creative in the way they approach ad creatives and copy, but extremely tactical and calculated with the way they manage ad spend. A year in, and I can't think of a better partner to work with.

Alia Vinson

Senior Marketing Manager, VERO

VERO

Before Understory, we struggled to find a LinkedIn Ads agency that didn't just run us through generic playbooks. Since partnering with Understory, LinkedIn Ads has become one of our top acquisition channels, delivering some of our largest sales opportunities every week.

Mike Kilcullen

VP of Marketing, Wiza

Wiza