Marketing Demand Acquisition

Marketing Demand & Acquisition

Acquisition playbook for Series A+ startups scaling internationally (EU/US/Canada) with hybrid PLG/Sales-Led motion.

Table of Contents

• Core KPIs
• Demand Generation Framework
• Paid Media Channels
• SEO Strategy
• Partnerships
• Attribution
• Tools
• References

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Core KPIs

Demand Gen: MQL/SQL volume, cost per opportunity, marketing-sourced pipeline $, MQL→SQL rate

Paid Media: CAC, ROAS, CPL, CPA, channel efficiency ratio

SEO: Organic sessions, non-brand traffic %, keyword rankings, technical health score

Partnerships: Partner-sourced pipeline $, partner CAC, co-marketing ROI

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Demand Generation Framework

Funnel Stages

Campaign Planning Workflow

1. Define objective, budget, duration, audience 2. Select channels based on funnel stage 3. Create campaign in HubSpot with proper UTM structure 4. Configure lead scoring and assignment rules 5. Launch with test budget, validate tracking 6. Validation: UTM parameters appear in HubSpot contact records

UTM Structure

utm_source={channel}       // linkedin, google, meta
utm_medium={type}          // cpc, display, email
utm_campaign={campaign-id} // {qN-yyyy}-linkedin-enterprise
utm_content={variant}      // ad-a, email-1
utm_term={keyword}         // [paid search only]

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Paid Media Channels

Channel Selection Matrix

LinkedIn Ads Setup

1. Create campaign group for initiative 2. Structure: Awareness → Consideration → Conversion campaigns 3. Target: Director+, 50-5000 employees, relevant industries 4. Start $50/day per campaign 5. Scale 20% weekly if CAC < target 6. Validation: LinkedIn Insight Tag firing on all pages

Google Ads Setup

1. Prioritize: Brand → Competitor → Solution → Category keywords 2. Structure ad groups with 5-10 tightly themed keywords 3. Create 3 responsive search ads per ad group (15 headlines, 4 descriptions) 4. Maintain negative keyword list (100+) 5. Start Manual CPC, switch to Target CPA after 50+ conversions 6. Validation: Conversion tracking firing, search terms reviewed weekly

Budget Allocation (Series A, $40k/month)

See campaign-templates.md for detailed structures.

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SEO Strategy

Technical Foundation Checklist

• [ ] XML sitemap submitted to Search Console
• [ ] Robots.txt configured correctly
• [ ] HTTPS enabled
• [ ] Page speed >90 mobile
• [ ] Core Web Vitals passing
• [ ] Structured data implemented
• [ ] Canonical tags on all pages
• [ ] Hreflang tags for international
• Validation: Run Screaming Frog crawl, zero critical errors

Keyword Strategy

On-Page Optimization

1. URL: Include primary keyword, 3-5 words 2. Title tag: Primary keyword + brand (60 chars) 3. Meta description: CTA + value prop (155 chars) 4. H1: Match search intent (one per page) 5. Content: 2000-3000 words for comprehensive topics 6. Internal links: 3-5 relevant pages 7. Validation: Google Search Console shows page indexed, no errors

Link Building Priorities

1. Digital PR (original research, industry reports) 2. Guest posting (DA 40+ sites only) 3. Partner co-marketing (complementary SaaS) 4. Community engagement (Reddit, Quora)

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Partnerships

Partnership Tiers

Partnership Workflow

1. Identify partners with overlapping ICP, no competition 2. Outreach with specific integration/co-marketing proposal 3. Define success metrics, revenue model, term 4. Create co-branded assets and partner tracking 5. Enable partner sales team with demo training 6. Validation: Partner UTM tracking functional, leads routing correctly

Affiliate Program Setup

1. Select platform (PartnerStack, Impact, Rewardful) 2. Configure commission structure (20-30% recurring) 3. Create affiliate enablement kit (assets, links, content) 4. Recruit through outbound, inbound, events 5. Validation: Test affiliate link tracks through to conversion

See international-playbooks.md for regional tactics.

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Attribution

Model Selection

HubSpot Attribution Setup

1. Navigate to Marketing → Reports → Attribution 2. Select W-Shaped model for hybrid motion 3. Define conversion event (deal created) 4. Set 90-day lookback window 5. Validation: Run report for past 90 days, all channels show data

Weekly Metrics Dashboard

See attribution-guide.md for detailed setup.

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Tools

scripts/

HubSpot Integration

• Campaign tracking with UTM parameters
• Lead scoring and MQL/SQL workflows
• Attribution reporting (multi-touch)
• Partner lead routing

See hubspot-workflows.md for workflow templates.

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References

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Channel Benchmarks (B2B SaaS Series A)

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MQL→SQL Handoff

SQL Criteria

Required:
✅ Job title: Director+ or budget authority
✅ Company size: 50-5000 employees
✅ Budget: $10k+ annual
✅ Timeline: Buying within 90 days
✅ Engagement: Demo requested or high-intent action

SLA

Validation: Test lead through workflow, verify notifications and routing.

Proactive Triggers

• Over-relying on one channel → Single-channel dependency is a business risk. Diversify.
• No lead scoring → Not all leads are equal. Route to revenue-operations for scoring.
• CAC exceeding LTV → Demand gen is unprofitable. Optimize or cut channels.
• No nurture for non-ready leads → 80% of leads aren't ready to buy. Nurture converts them later.

Related Skills

• paid-ads: For executing paid acquisition campaigns.
• content-strategy: For content-driven demand generation.
• email-sequence: For nurture sequences in the demand funnel.
• campaign-analytics: For measuring demand gen effectiveness.

Attribution Guide

Multi-touch attribution setup, analysis, and reporting.

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Table of Contents

• Attribution Models
• HubSpot Attribution Setup
• Google Analytics Configuration
• Reporting Dashboards
• A/B Testing Framework

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Attribution Models

Model Comparison

Recommended Model: W-Shaped

For Series A hybrid motion:

• 40% credit to first touch (awareness)
• 20% distributed across middle touches
• 40% credit to last touch (conversion)

Rationale: Balances discovery and closing influence.

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HubSpot Attribution Setup

Enable Attribution Reports

1. Navigate to Marketing → Reports → Attribution 2. Select attribution model (W-Shaped recommended) 3. Define conversion event (deal created, SQL stage) 4. Set lookback window (90 days typical)

Attribution Report Types

Custom Attribution Report

Create: Marketing → Reports → Create Report

Metrics:

• Marketing-sourced pipeline $
• Marketing-influenced revenue
• CAC by channel
• ROAS by campaign

Dimensions:

• Channel (Organic, Paid, Email, Social, Referral)
• Campaign
• Region (US, EU, Canada)
• Funnel stage (TOFU, MOFU, BOFU)

Validation: Run report for past 90 days. Verify all channels appear with data.

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Google Analytics Configuration

GA4 Events to Track

Engagement Events:

page_view        (auto-tracked)
scroll           (75% depth)
video_play       (product demos)
file_download    (whitepapers, eBooks)

Conversion Events:

sign_up          (free trial, account)
demo_request     (calendar booking)
contact_form     (inbound interest)
pricing_view     (pricing page visit)

Custom Dimensions

GA4 + HubSpot Integration

1. Install HubSpot tracking code (includes GA4) 2. Or use Google Tag Manager for advanced tracking 3. Sync GA4 audiences → HubSpot lists for retargeting 4. Import GA4 conversions to Google Ads

Validation: Real-time report shows events firing. Conversion events marked correctly.

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Reporting Dashboards

Weekly Performance Dashboard

Monthly Executive Dashboard

Dashboard Build Process

1. Define KPIs with leadership 2. Create data sources in HubSpot 3. Build visualizations (charts, tables) 4. Set up automated refresh 5. Schedule weekly/monthly distribution

Validation: Dashboard shows last 7 days data. All metrics calculating correctly.

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A/B Testing Framework

ICE Prioritization

Formula: ICE = (Impact × Confidence × Ease) ÷ 3

Test Template

Hypothesis: [Adding a case study carousel to pricing will
            increase demo requests by 20%]

Metric: [Demo requests from /pricing page]
Sample Size: [1000 visitors per variant]
Duration: [2 weeks or until significance]
Success Criteria: [20% lift, 95% confidence]

Variant A (Control): [Current pricing page]
Variant B (Treatment): [Pricing page + case study carousel]

Tools: [HubSpot A/B test or Google Optimize]

Statistical Requirements

• Minimum confidence: 95%
• Minimum sample: 1000 visitors per variant
• Minimum duration: 2 weeks
• Do not stop tests early (false positives)

Common Test Categories

Landing Page:

• Headline variations
• CTA copy and color
• Form length
• Social proof placement
• Hero image type

Ad Creative:

• Format (static vs video)
• Messaging angle
• Audience targeting
• Landing page destination

Email:

• Subject line length
• Personalization depth
• Send time
• CTA placement

Test Velocity Target

Series A: 4-6 tests per month

• Realistic win rate: 30-40%
• Document all results (wins and losses)
• Build testing knowledge base

Validation: Test reaches statistical significance before declaring winner.

Campaign Templates

Ready-to-use campaign briefs and structures for LinkedIn, Google, and Meta.

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Table of Contents

• Campaign Brief Template
• LinkedIn Ads Structure
• Google Ads Structure
• Meta Ads Structure
• Ad Copy Frameworks

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Campaign Brief Template

Use for every campaign:

Campaign Name: [Q2-2025-LinkedIn-ABM-Enterprise]
Objective: [Generate 50 SQLs from Enterprise accounts ($50k+ ACV)]
Budget: [$15k/month]
Duration: [90 days]
Channels: [LinkedIn Ads, Retargeting, Email]
Audience: [Director+ at SaaS companies, 500-5000 employees, EU/US]
Offer: [Gated Industry Benchmark Report]

Success Metrics:
  - Primary: 50 SQLs, <$300 CPO
  - Secondary: 500 MQLs, 10% MQL→SQL rate, 40% email open rate

HubSpot Setup:
  - Campaign ID: [create in HubSpot]
  - Lead scoring: +20 for download, +30 for demo request
  - Attribution: First-touch + Multi-touch

Handoff Protocol:
  - SQL criteria: Title + Company size + Budget confirmed
  - Routing: Enterprise SDR team via HubSpot workflow
  - SLA: 4-hour response time

Validation: Campaign appears in HubSpot with all assets tagged.

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LinkedIn Ads Structure

Account Hierarchy

Account
└─ Campaign Group: [Q2-2025-Enterprise-ABM]
   ├─ Campaign 1: [Awareness - Thought Leadership]
   │  ├─ Ad Set: [CTO/VP Eng, US, Tech Companies]
   │  └─ Creatives: [3 carousel posts, 2 video ads]
   ├─ Campaign 2: [Consideration - Product Education]
   │  ├─ Ad Set: [Engaged audience, retargeting]
   │  └─ Creatives: [2 lead gen forms, 1 landing page]
   └─ Campaign 3: [Conversion - Demo Requests]
      ├─ Ad Set: [Website visitors, content downloaders]
      └─ Creatives: [Direct demo CTA, case study]

Targeting Settings

Scaling Rules

• CAC < target → Increase budget 20% weekly
• CAC > target → Pause, optimize, relaunch
• Scale 20% weekly maximum to maintain performance

Lead Gen Forms vs Landing Pages

Validation: LinkedIn Insight Tag firing. Matched audiences syncing.

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Google Ads Structure

Campaign Priority

1. Search - Brand (highest priority, protect brand terms) 2. Search - Competitor (steal market share) 3. Search - Solution (problem-aware buyers) 4. Search - Product Category (earlier stage) 5. Display - Retargeting (re-engage warm traffic)

Search Campaign Template

Campaign: [Search-Solution-Keywords]
├─ Ad Group: [project management software]
│  ├─ Keywords:
│  │  - "project management software" [Phrase]
│  │  - "best project management tool" [Phrase]
│  │  - +project +management +solution [Broad Match Modifier]
│  └─ Ads: [3 responsive search ads]
│
└─ Ad Group: [team collaboration tools]
   ├─ Keywords: [5-10 tightly themed keywords]
   └─ Ads: [3 responsive search ads]

Keyword Strategy

Negative Keywords (Maintain 100+)

free, cheap, jobs, career, reviews, salary, login, support,
download, tutorial, course, certification, example, template

Bid Strategy Progression

1. New campaigns: Manual CPC (control) 2. After 50+ conversions: Target CPA 3. After 100+ conversions: Maximize Conversions with tCPA 4. EU markets: Bid 15-20% higher for same quality

Validation: Conversion tracking firing. Search terms report reviewed weekly.

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Meta Ads Structure

When to Use Meta

Campaign Template

Campaign Objective: [Conversions]
├─ Ad Set 1: [Lookalike - 1% of converters]
│  └─ Placement: [Feed + Stories, Auto]
├─ Ad Set 2: [Interest - Business Software]
│  └─ Placement: [Feed only]
└─ Ad Set 3: [Retargeting - Website 30d]
   └─ Placement: [All placements]

Creative Best Practices

• Video format: 1:1 or 9:16 for Stories
• First 3 seconds: Hook with problem or result
• Show product UI in action
• Add captions (85% watch muted)
• Test 3-5 variants per campaign

Validation: Meta Pixel events firing. Conversion values passing correctly.

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Ad Copy Frameworks

LinkedIn Thought Leadership

[Industry insight or contrarian take]

[Supporting data point or experience]

[Call to discuss or engage]

#RelevantHashtag #Industry

LinkedIn Social Proof

[Customer result with specific numbers]

"[Customer quote]"
- [Name, Title, Company]

[Soft CTA: See how →]

Google Responsive Search Ads

Headlines (15 required):

• H1-3: Value props (Save 10 hours/week, Trusted by 500+ teams)
• H4-6: Features (AI-powered, Real-time sync, Mobile app)
• H7-9: Social proof (4.8★ G2 rating, Used by Microsoft)
• H10-12: CTAs (Start free trial, Book demo, See pricing)
• H13-15: Dynamic keyword insertion

Descriptions (4 required):

• D1: Primary value prop + CTA (30-60 chars)
• D2: Feature list + differentiator (60-90 chars)
• D3: Social proof + urgency (45-90 chars)
• D4: Backup generic (60-90 chars)

Validation: Ad strength score of "Excellent" before launch.

HubSpot Workflow Templates

Pre-built workflow configurations for lead scoring, nurturing, and assignment.

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Table of Contents

• Campaign Tracking Setup
• Lead Scoring Configuration
• MQL to SQL Workflow
• Partner Lead Tracking
• Nurture Sequences

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Campaign Tracking Setup

Create Campaign in HubSpot

1. Navigate to Marketing → Campaigns → Create Campaign 2. Name using convention: Q[N]-[YEAR]-[CHANNEL]-[CAMPAIGN-TYPE]

• Example: Q2-2025-LinkedIn-ABM-Enterprise

3. Tag all assets (landing pages, emails, ads) with campaign ID

UTM Parameter Structure

utm_source={channel}       // linkedin, google, facebook
utm_medium={type}          // cpc, display, email, organic
utm_campaign={campaign-id} // q2-2025-linkedin-abm-enterprise
utm_content={variant}      // ad-variant-a, email-1
utm_term={keyword}         // [for paid search only]

Validation: Verify UTM parameters appear in HubSpot contact records after test submission.

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Lead Scoring Configuration

Navigate to Configuration

Settings → Marketing → Lead Scoring

Scoring Rules

Channel Quality Modifiers

Validation: Test lead scoring by creating a test contact and triggering each action.

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MQL to SQL Workflow

SQL Definition Criteria

Required (all must be true):
✅ Job title: Director+ (or Budget Authority confirmed)
✅ Company size: 50-5000 employees
✅ Budget: $10k+ annual
✅ Timeline: Buying within 90 days
✅ Engagement: Demo requested OR High intent action

Workflow Configuration

1. Trigger: Lead score reaches MQL threshold (>75 points) 2. Action 1: Send automated email to SDR with lead details 3. Action 2: Create task for SDR qualification call 4. Branch Logic:

• If qualified → Update lifecycle stage to SQL, assign to AE
• If not qualified → Move to nurture list, reduce lead score by 30

SLA Configuration

Validation: Test workflow with a sample lead. Verify notifications trigger correctly.

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Partner Lead Tracking

Create Partner Property

1. Settings → Properties → Create Property 2. Property name: Partner Source 3. Type: Dropdown select 4. Values: Partner A, Partner B, Affiliate Network, Direct

Partner UTM Configuration

Partner links: ?utm_source=partner-name&utm_medium=referral

Lead Assignment Workflow

1. Trigger: Contact property Partner Source is set 2. Action: Assign to Partner Manager 3. Notification: Slack alert when partner lead arrives

Partner Reporting Dashboard

Create custom report: Marketing → Reports → Create Report

• Metrics: Leads, Pipeline, Revenue by Partner Source
• Dimensions: Partner Name, Time Period

Validation: Submit test lead with partner UTM. Verify property populates and routing works.

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Nurture Sequences

Lost Opportunity Recycle

Trigger: Deal stage = Closed Lost

Sequence: 1. Day 0: Add to nurture list, remove from active campaigns 2. Day 30: Educational content email 3. Day 60: Industry insights email 4. Day 90: Re-engagement offer email 5. Month 6: SDR re-qualification task

TOFU to MOFU Progression

Trigger: Contact downloads 2+ content pieces

Sequence: 1. Day 0: Thank you email with related content 2. Day 3: Case study email 3. Day 7: Webinar invitation 4. Day 14: Demo offer (soft CTA)

Closed Lost Reason Tracking

Configure deal properties to capture:

• Price too high
• Missing features
• Chose competitor
• No budget
• Bad timing
• Champion left company

Use data to inform: Product roadmap, pricing adjustments, competitive positioning.

International Market Playbooks

Market-specific tactics for EU, US, and Canada expansion.

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Table of Contents

• EU Market Entry
• US Market Entry
• Canada Market Entry
• Budget Allocation by Region
• Localization Checklist

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EU Market Entry

Compliance Requirements

HubSpot Configuration:

• Enable double opt-in in Forms settings
• Configure consent tracking properties
• Set up GDPR deletion workflows

Localization Priority

Channel Mix (EU)

EU Messaging Adjustments

• More formal tone than US
• Focus on data security and compliance
• Emphasize local customer references
• Include EU headquarters or presence
• Display prices in EUR

Validation: Test landing pages with EU VPN. Verify consent flows work correctly.

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US Market Entry

Market Characteristics

Channel Mix (US)

Partner Ecosystem

Content Adjustments

• Case studies with $ impact metrics
• Faster, more aggressive CTAs
• Video testimonials with customers
• Comparison pages (vs. competitors)

Validation: US-based speed test. Payment processing in USD functional.

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Canada Market Entry

Market Characteristics

Regional Considerations

Channel Mix (Canada)

Validation: French Quebec landing page tested. CAD pricing displays correctly.

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Budget Allocation by Region

Series A Recommended Split

Channel by Region Matrix

Scaling Criteria

Expand regional budget when:

• CAC < 80% of target for 4 consecutive weeks
• MQL→SQL rate > regional benchmark
• Sales team has regional capacity

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Localization Checklist

Website Localization

• [ ] Translate navigation and UI elements
• [ ] Localize pricing (currency, formatting)
• [ ] Adapt case studies to regional references
• [ ] Update screenshots with localized UI
• [ ] Configure hreflang tags correctly
• [ ] Submit to regional search consoles

Content Localization

• [ ] Translate (don't just localize) key pages
• [ ] Adapt idioms and cultural references
• [ ] Update date formats (DD/MM/YYYY vs MM/DD/YYYY)
• [ ] Adjust number formatting (1,000 vs 1.000)
• [ ] Use regional spelling (optimise vs optimize)

Campaign Localization

• [ ] Translate ad copy (not just translate, adapt)
• [ ] Create regional landing pages
• [ ] Set up regional tracking parameters
• [ ] Configure regional lead routing
• [ ] Align with regional sales hours

Legal Localization

• [ ] GDPR compliance (EU)
• [ ] PIPEDA compliance (Canada)
• [ ] Cookie consent mechanisms
• [ ] Privacy policy translations
• [ ] Terms of service updates

Validation: Native speaker review of all localized content before launch.