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.

Available Meeting Times

Monday - Friday 9:00 AM - 5:00 PM EST

30-Minute Sessions No Obligation

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HubSpot Solutions Partner Clay Enterprise Partner Google Partner

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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.

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. Develop engaging ad creatives and copy for both platforms, including multiple variations for A/B/C testing.

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. If we're running 15 different ad sets, Understory will proactively kill the bottom performers, spend more on the top performers, and come up with new headlines, sub-headlines, 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

We implement a real-time lead notification system to track and organize leads effectively, ensuring prompt follow-ups and nurturing for higher conversion rates. We use an automation platform and Slack to connect each ad platform to send real-time submission notifications to your sales reps. We create custom dashboards joining your CRM, email, and ad platform data to provide real-time reporting on multi-channel ROI.

06

Scaling and Retargeting Implementation

As we continue to learn, we will 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 and have multiple experts on the team. We use that knowledge to guide us when setting up workflows in HubSpot and apply that same knowledge to other relevant platforms like Salesforce. We prioritize CRM hygiene by creating custom properties that accurately reflect relevant contact attributes within each CRM. We create custom dashboards and lists within HubSpot to effectively monitor results and influence generated from outbound campaigns.

08

Continuous Improvement

Our commitment to your campaign's success is ongoing. We proactively bring new ideas and tactics. We offer continuous improvement through iterative performance-based feedback. As we continue to learn, we will refine strategies unique to your company, optimizing your campaigns for success.

Standout Features Included at No Extra Cost

Our Paid Media Management Services include premium features that set us apart from other agencies

Custom Dashboarding

We centralize all your performance data into a single, beautifully designed dashboard that's tailored to your business. By integrating every ad channel and your CRM through direct API access, we blend and visualize metrics that matter most to you. Whether it's campaign efficiency, pipeline velocity, or CAC by source, our dashboards go far beyond native analytics to give you real-time, cross-channel visibility and actionable insight.

Dashboard Example 1
Dashboard Example 2

Creative Strategy

Campaigns are approached with hypothesis-driven creative variants tied to specific personas, stages, and offers. Performance is monitored by key indicators (CTR, CPL, engagement), with underperformers quickly paused and top performers scaled. New variants are queued based on insights and audience behavior. Our creative team produces high-quality, conversion-focused ad designs that stand out in crowded feeds and search results.

Creative Example 1
Creative Example 2
Creative Example 3
Creative Example 4
Creative Example 5
Creative Example 6

Pricing Structure

Flexible pricing options designed to meet your specific paid media management needs

Tier 1: Under $50k/mo Ad Spend

1 Channel: $8,000/mo
2+ Channels: $10,000/mo

Platforms Managed: LinkedIn, Google, Meta, Reddit, Quora, Capterra, etc.

Technical Implementation: Ad account setup and conversion tracking installation

Issue Resolution: Liaison with ad account representatives for troubleshooting

Spend Managed: Up to $50k a month

Ad Copy Assistance: Unlimited copy variations written per month

Graphic Design: Unlimited advising on content creation for ad graphics

A/B/C Testing: Included for each ad campaign

Analytics: Strategic reporting based on ad platform and CRM data

Support: Bi-weekly meetings and designated Slack channel

Quarterly Success Calls: Detailed results and insights with recommendations

Custom Dashboarding: Integration of CRM and Ads data

Lead Notifications: Real-time lead activity notifications for sales reps

Tier 2: $50k-$150k/mo Ad Spend

1 Channel: $10,000/mo
2+ Channels: $14,000/mo

Platforms Managed: LinkedIn, Google, Meta, Reddit, Quora, Capterra, etc.

Technical Implementation: Ad account setup and conversion tracking installation

Issue Resolution: Liaison with ad account representatives for troubleshooting

Spend Managed: Up to $100k a month

Ad Copy Assistance: Unlimited copy variations written per month

Graphic Design: Creative strategy and design image production (up to 5 ads/month)

A/B/C Testing: Included for each ad campaign

Analytics: Strategic reporting based on ad platform and CRM data

Support: Bi-weekly meetings and designated Slack channel

Quarterly Success Calls: Detailed results and insights with recommendations

Custom Dashboarding: Integration of CRM and Ads data

Lead Notifications: Real-time lead activity notifications for sales reps

Tier 3: $150k-$300k/mo Ad Spend

1 Channel: $15,000/mo
2+ Channels: $20,000/mo

Platforms Managed: LinkedIn, Google, Meta, Reddit, Quora, Capterra, etc.

Technical Implementation: Ad account setup and conversion tracking installation

Issue Resolution: Liaison with ad account representatives for troubleshooting

Spend Managed: Up to $100k a month

Ad Copy Assistance: Unlimited copy variations written per month

Graphic Design: Full visual strategy support with up to 10 custom image ads/month

A/B/C Testing: Included for each ad campaign

Analytics: Strategic reporting based on ad platform and CRM data

Support: Bi-weekly meetings and designated Slack channel

Quarterly Success Calls: Detailed results and insights with recommendations

Custom Dashboarding: Integration of CRM and Ads data

Lead Notifications: Real-time lead activity notifications for sales reps

Tier 4: $300k+ Ad Spend

Starting at $25,000/mo, custom quote based on requirements

Includes everything from Tiers I, II, and III, plus:

Custom Quote Factors:

  • • Number of stakeholders
  • • Required integrations (e.g., HubSpot, Salesforce)
  • • Creative volume
  • • Geo and language complexity
  • • 24/7 monitoring or performance SLAs

Platforms Managed: LinkedIn, Google, Meta, Reddit, Quora, Capterra, etc.

Generate Qualified Pipeline with Strategic Paid Media

Efficiently Scale Your Demand Capture and Creation Efforts

Our comprehensive paid media management approach combines platform expertise, audience targeting, and data-driven optimization to create powerful campaigns that consistently deliver measurable results.

We handle everything from account setup and technical implementation to creative development, continuous optimization, and detailed reporting, allowing your team to focus on converting leads into customers.

Our Paid Media Management Services provide a complete solution for B2B SaaS companies looking to scale their demand generation efforts and achieve a positive return on ad spend.

Ready to Transform Your Paid Media Strategy?

Book a call to discuss how our Paid Media Management Services can help you achieve your goals

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Schedule a call with our team to discuss your specific needs and how our Paid Media Management Services can help you efficiently scale your demand generation efforts.

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