Free for VC- and PE-backed, sales-led B2B SaaS

Free Paid Media Pipeline Audit

A senior-led review of your paid accounts, tracking, CRM opportunity data, budget allocation, and campaign structure. Find what paid media contributes to qualified opportunities, pipeline, and closed-won revenue. Receive written findings and a prioritized action plan you can keep.

  • Google, LinkedIn and your other paid channels
  • Checked against the opportunities in your CRM
  • Senior-led review, without junior handoffs

For teams spending $25k+ per month on paid media and tracking opportunities in Salesforce or HubSpot. It starts with a 30-minute kick-off call.

Free Paid Media Pipeline Audit

  1. 30 minKick-off callFit check and read-only access
  2. Few daysWe review your accountsPaid accounts, tracking, and CRM
  3. 45 minFindings callWhat I found and the plan to fix it
Written audit the same day. Yours to keep.

How it works

Three steps, two calls

  1. Call 1

    Kick-off call (30 minutes)

    You tell me about the business, your buyers and your pipeline target. We check it's a fit: ad spend of $25k+ a month and a CRM that tracks opportunities. If it is, you give me read-only access to your ad accounts and CRM, and we book the findings call before we hang up.

  2. A few working days

    We review your accounts

    Over the next few working days, we review your paid accounts, tracking, CRM opportunity data, budget allocation, and campaign structure through a senior-led delivery model.

  3. Call 2

    Findings call (45 minutes)

    A few working days later, We walk you through the findings and a prioritized action plan. If it's a fit, I'll also show you how we'd work together and what it costs. The same day, you get the written audit. It's yours to keep, whatever you decide, and easy to forward to your team or your board.

What's in the audit

Five areas we review

  1. 01

    What the platforms count as a conversion

    If Google or LinkedIn is optimizing for page views, time on site or content downloads, it will find you more of those, not opportunities. We review what each platform is learning from and whether it matches what Sales calls a good lead.

  2. 02

    Spend nobody has checked

    Search terms that have nothing to do with your product. Search partner and Display placements switched on by default. Audiences that drifted wide. We identify spend that needs closer scrutiny.

  3. 03

    How budget is split

    Whether Google, LinkedIn and your other channels are funded by what's creating pipeline, or by habit.

  4. 04

    Whether your CRM can see it

    Whether an opportunity or a closed deal can be traced back to the channel, campaign and keyword that created it. If it can't, disconnected reporting becomes a priority.

  5. 05

    Whether the ads match how you sell now

    Messaging, offers and landing pages against your current positioning and the buyers your sales team wants.

What you get

  • Written findings covering paid accounts, tracking, CRM opportunity data, budget allocation, and campaign structure
  • A prioritized action plan: what to change first, and why
  • A 45-minute findings call with me to go through it and answer questions
  • The written audit, sent the same day, yours to keep and share with your team, your CFO or your agency, whatever you decide
Jordan Ayres, founder of Triangulate Digital

Who you'll talk to

Senior judgment, connected to execution.

I'm Jordan. I've worked in paid media for B2B SaaS for about ten years: at Directive, in-house at Gorgias, and for the last five years at Triangulate. I've overseen more than 100 ad accounts, from Series A to public companies. Your account is led by a senior paid media operator, without junior handoffs or account-manager relay. Strategy, execution, and reporting stay connected.

More about how we work

$0 → $300k

Dataships: LinkedIn closed-won revenue

Starting situation
LinkedIn was generating $0 in closed-won revenue.
What changed
New audiences and positioning were tested in ads, as described by the client.
Time period
The first 12 months of working together.
Outcome
LinkedIn went from $0 to $300k in closed-won revenue.
What Triangulate owned
Paid media across LinkedIn, Meta, and Google, including audience and ad-positioning tests.

“You took LinkedIn from $0 to $300k in closed-won revenue in our first 12 months of working together.”

Matt GottronDirector of Growth

Client-reported result. Scope and changes described in Matt Gottron’s testimonial.

“Jordan was able to quickly jump in and re-build our paid media strategy from scratch in record time. I was in desperate need of quick work and a strategic partner, and Jordan was both. Very grateful to him. Would highly recommend Jordan to any other Marketing leaders who need someone who can slot in quickly and move the needle.”

Lindsay BayukCMO

FAQ

Questions about the audit

Find out what your paid media is actually creating.

Start with a free Paid Media Pipeline Audit. We’ll review your paid accounts and CRM, walk you through the findings, and give you written recommendations you can keep whether or not we work together.

Rather email first? jordan@triangulatedigital.com