Playbook · B2B & Finance
Qualified meetings for B2B, CA and financial services firms
B2B buyers need proof before they take a call. We combine LinkedIn targeting, expert content and clear service pages to bring in decision-makers, not job seekers.
The results we track, weekly
- Cost per qualified meeting
- Lead-to-meeting rate
- Pipeline value by campaign
- Sales cycle length
The challenge
What usually holds b2b & finance brands back.
- Small, specific audiences that are expensive to reach
- Long sales cycles with several stakeholders
- Strict rules on financial claims
- Leads that are students or vendors
The strategy
How we approach it.
Targeted audience segmentation
LinkedIn targeting by job title, company size and industry, with account lists where useful.
Multi-channel campaigns
LinkedIn Lead Gen Forms, Google Search for service keywords, and founder-led LinkedIn content.
Compelling creative assets
Guides, checklists and short expert videos that earn trust before the sales call.
Continuous optimisation
CRM stages imported back to platforms so campaigns optimise for meetings, not forms.
Compliance built in. No guaranteed-return language, with regulatory disclaimers and registrations shown where they apply.
Services in this playbook
- Performance MarketingGoogle, Meta, LinkedIn and YouTube campaigns built to bring leads and sales you can trace.
- SEO & AI SearchTechnical, local and content SEO, plus visibility in AI answers from ChatGPT, Gemini and Perplexity.
- Social Media & ContentReels, creatives and content calendars that make people stop, save and share.
Free growth audit
Let’s build your b2b & finance growth plan.
Book a free 30-minute growth audit. We review your ads, website and tracking, and you leave with a clear action list, whether or not we work together.