User Research SaaS
We stopped optimizing for free trials that rarely became customers.
Changed the conversion signal, fixed CRM lifecycle stages, simplified the demo flow, and rebuilt campaigns around search intent.
Shirley, I didn’t want to send you another generic pitch, so I made this page instead.
Pick everything that is live.
This just helps me understand the size of the account.
Pick the one that feels closest.
Okay. Your turn is over. Mine now :)
Lead volume might look fine on paper. The problem starts when you look at who those leads actually are.
The traffic is there. Something between the click and the conversion is not working hard enough.
Spend, clicks, conversions, CPL. Great. But which campaigns are helping create real sales conversations?
A small change needs three people, two meetings and a week of waiting. By the time the test goes live, you have already moved on.
Sometimes it is. Sometimes it is the message. Sometimes the landing page. Sometimes tracking is wrong. Sometimes the CRM is telling a completely different story from Google Ads.
I do not want to keep changing campaigns just because I manage paid media. I want to find what is actually getting in the way.
Google, LinkedIn, Meta and Microsoft Ads. Campaign setup, targeting, budgets, bidding, search terms, audiences, retargeting and ongoing optimization. The usual stuff.
Good targeting cannot save a weak message. If people are clicking but not converting, I want to understand what they saw after the click too.
UTMs. Conversion tracking. CRM stages. Platform reporting. If Google says one thing and HubSpot says another, I want to know why.
Did they qualify? Did Sales speak to them? Did they become an opportunity? Did anything turn into revenue?
If I need to speak to RevOps, Sales, creative or whoever owns the landing page, I will.
Paid media should not sit in its own little corner.
I actually think we ask too much from paid ads sometimes.
An ad has a much simpler job.
Get your product, idea, point of view, proof or offer in front of the right people. Again and again.
Some of those people are ready to buy today. Most are not. That is normal.
You cannot force someone into the market just because they saw your LinkedIn ad on Tuesday.
Someone sees an ad. Then maybe they click. Maybe they come back later through Google. Maybe they become a lead. Maybe Sales speaks to them. Maybe an opportunity gets created. Maybe nothing happens.
All of that tells us something.
What should we keep doing?
What should we stop?
Where are we wasting money?
Where should the next test happen?
If everything changes, you never really know what worked. So I normally start by understanding what is already happening.
Product. ICP. Sales cycle. Current campaigns. What a good lead actually looks like.
Where does performance start falling apart? Traffic? Lead quality? Landing page? Tracking? Sales handoff?
Not twenty changes. Usually one or two things with the best chance of moving the account forward.
Some tests work. Some do not. That is part of the job.
Once we solve one problem, there is normally another one waiting behind it.
I have not seen your ad account. I have not seen your CRM. I have not spoken to Sales. So I am not going to look at your website for ten minutes and pretend I already know what is wrong.
I would follow the journey first, then see where things start getting weird.
What was broken, what changed, and what it moved.
We stopped optimizing for free trials that rarely became customers.
Changed the conversion signal, fixed CRM lifecycle stages, simplified the demo flow, and rebuilt campaigns around search intent.
Built a cold, warm, and hot funnel around enterprise accounts.
Targeted 1,000+ employee companies, matched messaging to buying stage, and shared engagement signals with outbound sales.
All three genuinely work, but for different use-cases. Choose the one that fits yours the most.
Same person and the same attention on every plan. The only difference is how much of the production I take off your team.
Not sure which one you need? Book an audit and find out.
Better said now than three weeks into a contract.
Let's find out. I'll go through your ad accounts, your tracking and your landing pages before we speak, then walk you through what I'd change and in what order.