CRM Automation Build Demo
Demo content — replace before launch. A placeholder project showing the layout of a CRM and GoHighLevel case study.
Performance marketing
LinkedIn campaigns for considered B2B purchases
Targeting, content and measurement for long sales cycles, where cost per lead is the wrong headline metric.
Sound familiar?
The problems this solves
- Cost per lead looks poor when compared against consumer channels
- Targeting too broad for the audience actually being sold to
- Content aimed at immediate conversion in a long cycle
- No measurement past the form fill, so quality is invisible
What is included
Capabilities in detail
Audience targeting
Company, role and seniority targeting narrowed to who genuinely signs off, with exclusions to control waste.
Content for long cycles
Material suited to research-stage buyers rather than pushing a demo request at first contact.
Lead form configuration
Native forms wired into the CRM with attribution captured at submission.
Pipeline measurement
Tracking beyond the form fill so the channel is judged on opportunities, not lead volume.
What it changes for your business
- Evaluation against pipeline rather than cost per lead
- Targeting narrowed to actual decision makers
- Realistic expectations on cycle length set before spending
Process
How an engagement runs
Seven stages, each with a defined output, so it is always clear what has been decided.
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Discover
Understand the business, the offer and the constraints. Output: a written problem statement you agree with.
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Audit
Examine the site, accounts, tracking and CRM as they stand. Output: findings and a prioritised fix list.
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Strategise
Decide the order of work and why. Output: a roadmap with a stated sequence.
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Design
Structure, interface and content model settled while changes are cheap. Output: approved designs and a content plan.
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Build
Development, configuration and content production. Output: a working build on staging.
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Launch
Release with redirects, tracking and reporting verified. Output: a live release and a launch record.
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Optimise
A standing cycle of review and change. Output: regular reporting and an updated roadmap.
Tooling
Platforms we work in for this service
- LinkedIn Campaign Manager
- LinkedIn Insight Tag
- GA4
Platform and product names are the trademarks of their respective owners. Listing them indicates working competence, not affiliation, partnership or endorsement.
Proof
This work in practice
Paid Media Account Restructure Demo
Demo content — replace before launch. A placeholder project showing the layout of a performance marketing case study.
SaaS Website Redesign Demo
Demo content — replace before launch. A placeholder project showing how a website redesign case study is laid out.
Questions
About this service
Precise professional targeting carries a premium. Whether it is worth paying depends on your deal value — at a high contract value the cost per click matters far less than lead quality.
Works well with
Related services
These are the services most often combined with this one, and the reason the whole programme tends to outperform any single part.
Performance Marketing
Paid campaigns built on tracking that has been proven rather than assumed.
- Meta Ads, Google Ads, TikTok Ads, LinkedIn Ads, Retargeting
Next step
Ready to connect your marketing, technology and growth systems?
Tell us what you are building, improving or scaling. We will suggest the combination of strategy, development, marketing, content and automation that fits — including when that is less than you expected.