Free for B2B SaaS teams spending $25k+ a month on ads

Find where your paid budget leaks before it becomes pipeline.

A free audit of your ad accounts and CRM, done by the person who'd run them. I'll show you what I find and how I'd fix it. The findings are written, and yours to keep.

  • Google, LinkedIn and your other paid channels
  • Checked against the opportunities in your CRM
  • No account managers, no juniors: I do the audit myself

It starts with a 30-minute kick-off call.

Pipeline Leak Audit

  1. 30 minKick-off callFit check and read-only access
  2. Few daysI audit your accountsAd accounts and CRM, done myself
  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

    I audit your accounts

    Over the next few working days, I go through everything myself. Nobody junior, no software report with your logo on it.

  3. Call 2

    Findings call (45 minutes)

    A few working days later, I walk you through what I found and the plan to fix it. 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 places budget usually leaks

  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. I check 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. I find where money goes that nobody has looked at in months.

  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, that's the first leak to fix.

  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: what I found, in order of how much budget or pipeline it's likely costing you
  • The plan to fix it: what I'd 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

I'll do the audit myself.

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. The person on both calls, and the person who audits your accounts, is the person who'd run them.

More about how we work

$0 → $300k

Dataships: LinkedIn from $0 to $300k in closed-won revenue in the first 12 months

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

Matt GottronDirector of Growth

“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

Start with a 30-minute kick-off call.

Tell me about your paid media and your pipeline target. If we're a fit, I'll audit your accounts and show you what I find a few working days later.

Rather email first? jordan@triangulatedigital.com