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Marketing strategies explained phase by phase

From cold traffic on Instagram to retargeting on Meta, Google and LinkedIn, email automation and community. Every step shows its variables: creative, audiences, windows, frequency, budget and metrics.

Strategy 01 · eCommerce

Cold Instagram traffic, Meta and Google retargeting, and automated email

Instagram videos introduce the brand to people who have never heard of it, retargeting brings back those who showed interest, email converts abandoned baskets, and customers join a community that gets the latest news first.

Channels
Instagram · Meta · Google · Email · WhatsApp
Best for
Online stores with their own catalogue
Goal
New-customer sales and repeat purchases
Ad budget split
  • Cold traffic campaign60%
  • Dynamic catalogue and reviews15%
  • YouTube, Discover and Gmail10%
  • Capturing branded searches10%
  • News for customers5%
  1. Cold trafficDays 1–14
    • Short videos that introduce the product to people who do not know the brand. Three hooks are tested on the same message, and the algorithm shifts spend towards the best-performing combination.

      Creative
      3 videos with different hooks · 2 primary texts · 2 headlines
      Format
      Vertical 9:16 Reels and Stories
      Audience
      Broad, excluding customers and recent visitors
      Frequency
      2–3 impressions per person per week
      Refresh
      New hooks when frequency rises and CTR drops
      Metrics
      3-second retention, CTR and cost per visit
  2. IfWatched at least 50% of a video, engaged with the account or visited the website in the last 30 days

    RetargetingDays 2–30
    • People who viewed products see ads featuring those same products; people who only watched the video see customer testimonials and ratings.

      Audiences
      Product page visitors in 7 days · engagement in 30 days
      Creative
      Dynamic catalogue and 2 testimonial videos
      Exclusions
      Buyers from the last 180 days
      Frequency
      Up to 1 impression per day
      Metrics
      Cost per purchase and return on ad spend
    • Visitors see the product in use and customer reviews on YouTube and Discover while they are still comparing options.

      Audiences
      30-day visitors and subscriber list
      Creative
      Horizontal and vertical video, product images
      Placements
      YouTube, Shorts, Discover and Gmail
      Metrics
      View-through conversions and branded searches
  3. IfLeft their email address or added products to the basket without buying

    Email automationHours 1–72
    • Reminds shoppers of the products in their basket and answers common questions before resorting to an incentive.

      Email 1 · 4 hours
      Reminder featuring the products in the basket
      Email 2 · 24 hours
      Reviews, delivery and returns
      Email 3 · 72 hours
      Last call, with an incentive only if the margin allows
      Exit
      The sequence stops once a purchase is made
      Metrics
      Revenue per recipient and recovery rate
    • For people who subscribe without buying: an introduction to the brand, its story and its best-selling products.

      Email 1 · immediate
      Welcome and subscriber benefit
      Email 2 · day 3
      The brand story and how the products are made
      Email 3 · day 7
      Best sellers and customer reviews
      Metrics
      Order rate and unsubscribes
  4. IfMade a purchase

    Post-purchase and communityDays 3–60
    • Follows up on delivery, asks for a review once the customer has used the product and suggests complementary items.

      Day 3
      Product use and care guide
      Day 14
      Review request
      Day 30
      Complementary products
      Metrics
      Reviews received and second-purchase rate
    • Customers become an owned audience: they see launches before anyone else in Stories and receive news via WhatsApp or direct message.

      Audience
      Buyers from the last 180 days
      Content
      Launches, customer content and behind the scenes
      Channels
      Stories, broadcast list and direct messages
      Metrics
      Repeat purchases and 90-day customer value
Strategy 02 · B2B · Services and SaaS

Cold LinkedIn and Instagram, multichannel retargeting and nurturing through to the meeting

Educational content on LinkedIn and Instagram reaches decision-makers, retargeting turns attention into leads with forms and case studies, and automation supports the decision until sales steps in at the right moment.

Channels
LinkedIn · Instagram · Google · Email · CRM
Best for
B2B companies with a consultative sales cycle
Goal
Qualified meetings and opportunities
Ad budget split
  • Video and document for decision-makers40%
  • Short video for executives15%
  • Lead gen form20%
  • Case studies and brand15%
  • Testimonials and social proof10%
  1. Cold trafficWeeks 1–4
    • Educational content — thought leadership videos and a document with industry data — aimed at decision-makers in target companies, without asking for a meeting yet.

      Creative
      2 videos of 30–60 seconds and 1 document
      Audience
      Account list combined with job titles and seniority
      Objective
      Video views and engagement
      Metrics
      50% video views and accounts reached
    • Short pieces that set out an industry problem and its solution, reaching decision-makers outside LinkedIn as well, at a lower cost.

      Creative
      3 videos with different hooks · 2 primary texts · 2 headlines
      Audience
      Customer lookalikes and professional interests
      Frequency
      2–3 impressions per week
      Metrics
      Video retention and cost per qualified visit
  2. IfWatched at least 50% of a video, opened the document or visited the website in the last 90 days

    RetargetingWeeks 2–12
    • People who already know the brand are offered a higher-value resource through a form pre-filled with their LinkedIn details.

      Audiences
      50% viewers, visitors and page engagement
      Offer
      Industry report, template or recorded demo
      Format
      Lead gen form ad
      Refresh
      New creative every 14–21 days
      Metrics
      Form completion rate and cost per lead
    • Visitors see customer case studies on YouTube and Gmail, and the brand campaign captures anyone searching for the company by name.

      Audiences
      90-day visitors and CRM list
      Creative
      Case study video and comparison
      Search
      Brand and competitor alternatives
      Metrics
      Pricing page visits and branded searches
    • A low-cost reminder with customer reviews and results, keeping the brand front of mind throughout the decision.

      Audiences
      30-day visitors and Instagram engagement
      Creative
      Video testimonials and customer results
      Exclusions
      CRM leads and customers
      Metrics
      Frequency and return visits to the website
  3. IfSubmitted their details through a form or downloaded the resource

    AutomationDays 0–21
    • Delivers the resource and supports the decision with case studies, answers to objections and an invitation to speak to the team.

      Email 1 · immediate
      Resource delivery
      Email 2 · day 3
      Case study from the same industry
      Email 3 · day 7
      Comparison and common objections
      Email 4 · day 12
      Recorded demo or webinar
      Email 5 · day 18
      Meeting invitation
      Exit
      Stops when a meeting is booked
    • Every interaction adds points. When a lead passes the threshold or visits the pricing page, the sales rep receives an alert with the full history.

      Signals
      Clicks, pricing page visits, replies and company fit
      Threshold
      Agreed with sales and reviewed every quarter
      Alert
      Notification in the CRM and in Slack
      Metrics
      Qualified leads per week
  4. IfHigh score or a visit to the pricing page

    Sales and communityWeeks 3–12
    • The sales rep gets in touch with full context on what the lead has seen and offers a demo tailored to their situation.

      Response time
      Under 1 hour during business hours
      Sequence
      LinkedIn message, email and call over 5 days
      Tracking
      Opportunity in the CRM and conversion sent to the ad platforms
      Metrics
      Meetings, opportunities and close rate
    • Leads who are not ready yet follow the founder’s and the company’s content, receive the newsletter and get a direct message when they engage again.

      Content
      3 posts a week from the founder and the company
      Newsletter
      Monthly, with news and case studies
      Direct message
      After commenting on or reacting to a post
      Metrics
      Reactivated leads and meetings generated
Strategy 03 · Local services

Instagram, local search and WhatsApp to fill the diary

Instagram lead form ads and local search capture demand in the area, retargeting wins back the undecided, WhatsApp replies within minutes and every visit generates reviews and content.

Channels
Instagram · Google · WhatsApp · Email
Best for
Clinics, centres, academies and home renovation firms
Goal
Appointments attended
Ad budget split
  • Instant form ads45%
  • Call ads35%
  • Testimonials and team10%
  • Team video10%
  1. Cold trafficDays 1–14
    • Three angles — before and after, a testimonial and a professional explaining the service — targeted at the catchment area around each centre.

      Creative
      Before and after · testimonial · professional explaining the service
      Audience
      10–15 km radius around each centre
      Form
      Instant form with 2 qualifying questions
      Frequency
      2–3 impressions per week
      Metrics
      Cost per lead and percentage of valid leads
    • Captures demand from people already searching for the service in their area, with ads that let them call directly.

      Keywords
      Service + city or neighbourhood and “near me” searches
      Assets
      Call, location and opening hours
      Scheduling
      Only during phone opening hours
      Metrics
      Calls over 60 seconds and cost per appointment
  2. IfVisited the website, opened the form without submitting it or watched 75% of a video

    RetargetingDays 1–30
    • People who showed interest see customer reviews, the team and the premises, with a clear offer for their first visit.

      Audiences
      Visitors and opened forms in 30 days
      Creative
      Video testimonials and a tour of the centre
      Exclusions
      Leads already captured
      Metrics
      Recovered leads
    • Builds trust with a video of the team explaining what happens at the first visit.

      Audiences
      Website visitors in 30 days
      Format
      30–60 second video
      Placements
      YouTube and Shorts
      Metrics
      Branded searches and booking page visits
  3. IfLeft their details

    AutomationMinute 0 – day 10
    • The lead receives an automated message with a booking link. If they do not book, they get a reminder the next day and the team is alerted to call.

      Message 1 · under 5 min
      Thank-you and booking link
      Message 2 · 24 hours
      Reminder and answers to common questions
      Internal alert
      Call from the team if no booking within 48 hours
      Metrics
      Booking rate from WhatsApp
    • Prepares the visit and reduces no-shows by explaining what happens at the first appointment.

      Email 1 · immediate
      Confirmation and what to expect
      Email 2 · day 3
      Customer stories
      Email 3 · day before
      FAQs and how to get there
      Metrics
      Attendance rate
  4. IfAttended the appointment

    Reviews and communityFrom the visit onwards
    • Shortly after the visit, a review is requested with a direct link to the centre’s Google Business Profile.

      Timing
      2 hours after the visit
      Channel
      WhatsApp or SMS with a direct link
      Response
      Every review answered within 48 hours
      Metrics
      New reviews per month and average rating
    • Posts featuring case studies and tips. Anyone who comments with a keyword automatically receives information by direct message.

      Content
      3 posts a week with case studies and tips
      Automation
      Keyword comment → direct message
      Follow-up
      Lead sent to the CRM with a booking link
      Metrics
      Conversations started and appointments from Instagram
Strategy 04 · Education · Webinar

Keyword Reels, direct messages and a webinar to sell programmes

Instagram content sparks direct message conversations, ads fill the webinar, retargeting works the closing week and anyone who does not enrol joins the community for the next intake.

Channels
Instagram · Meta · YouTube · Email · WhatsApp
Best for
Schools, courses and training programmes
Goal
Enrolments per intake
Ad budget split
  • Keyword Reels30%
  • Webinar registration35%
  • Highlights and testimonials25%
  • Video FAQs10%
  1. AcquisitionWeeks 1–3
    • Three value-led pieces with a call to comment a keyword. The ones that perform best organically are then boosted.

      Content
      3 educational Reels with the same call to action
      Call to action
      Comment a keyword to receive the guide
      Promotion
      Spend behind the 2 most-saved Reels
      Metrics
      Keyword comments and saves
    • A registration campaign with three angles: a student’s results, a common mistake and the webinar agenda.

      Creative
      3 videos · 2 primary texts · 2 headlines
      Audience
      Student lookalikes and a broad audience
      Page
      Registration with a single email field
      Metrics
      Cost per registration
  2. IfCommented the keyword or registered

    AutomationUp to the webinar
    • Anyone who comments receives the guide by direct message, answers two questions that segment them and then gets an invitation to the webinar.

      Trigger
      Comment containing the keyword
      Questions
      Current situation and main goal
      Segmentation
      Tags based on the answers
      Metrics
      Comment-to-registration conversion
    • Instant confirmation, pre-webinar content so attendees arrive with context, and staggered reminders to boost attendance.

      Confirmation
      Instant, with a calendar link
      Pre-webinar content
      Short video 2 days before
      Reminders
      24 hours, 1 hour and 10 minutes before
      Metrics
      Live attendance rate
  3. IfRegistered, attended or watched the recording

    RetargetingDays 0–7 after the webinar
    • Attendees and registrants see the best moments from the webinar, student testimonials and the date enrolment closes.

      Audiences
      Registrants, attendees and sales page visitors
      Creative
      Highlights, testimonials and answered questions
      Duration
      7 days until enrolment closes
      Metrics
      Cost per enrolment
    • People who visited the enrolment page without completing it see answers to the most common objections.

      Audiences
      Sales page visitors in 7 days
      Format
      FAQ video
      Search
      Programme and school name
      Metrics
      Return visits to the enrolment page
  4. IfHas not enrolled yet

    Close and communityDays 1–30
    • The webinar recording, student stories, answers to objections and a notice that places are closing.

      Email 1 · day 1
      Webinar recording
      Email 2 · day 2
      Student stories
      Email 3 · day 4
      Common objections
      Email 4 · day 5
      Enrolment closing
      Metrics
      Enrolments from email
    • People who did not enrol move to the newsletter and a waiting list with weekly content until the next intake opens.

      Newsletter
      Weekly, with educational content
      Waiting list
      Early access to the next intake
      Direct messages
      To anyone who said the timing was not right
      Metrics
      Enrolments in the next intake
Strategy 05 · SaaS · Free trial

Search, social and onboarding to turn trials into customers

Google, Instagram and LinkedIn attract teams with a specific problem, retargeting recovers half-finished sign-ups, onboarding guides users to their first result and sales only steps in when usage justifies it.

Channels
Google · Instagram · LinkedIn · Email · Product
Best for
Software with a free trial or freemium plan
Goal
Trial-to-paid conversion
Ad budget split
  • Category and alternatives30%
  • Product-in-use video20%
  • Template or report by job title15%
  • 60-second demo and comparison25%
  • Case study by industry10%
  1. Cold trafficOngoing
    • Campaigns on category searches and competitor alternatives, with dedicated comparison pages.

      Keywords
      Software category and competitor alternatives
      Pages
      Comparison pages and a page per use case
      Bidding
      Towards activated accounts, not total sign-ups
      Metrics
      Cost per activated account
    • Short demos showing a specific task completed with the product in under a minute.

      Creative
      3 use-case videos · 2 primary texts · 2 headlines
      Audience
      Paying-customer lookalikes
      Frequency
      2–3 impressions per week
      Metrics
      Cost per sign-up and activation rate
    • A useful resource for each profile — template, report or guide — to attract teams that are not yet looking for a tool.

      Format
      Document ad with a form
      Audience
      Job titles and company size
      Offer
      Template or industry report
      Metrics
      Cost per lead and subsequent sign-ups
  2. IfVisited the pricing page or started signing up without finishing

    RetargetingDays 1–14
    • People who visited the pricing page or abandoned sign-up halfway see a short demo and a comparison with the alternatives.

      Audiences
      Pricing page visitors and incomplete sign-ups in 14 days
      Creative
      60-second demo and comparison table
      Placements
      Instagram, Facebook, YouTube and Gmail
      Metrics
      Recovered sign-ups
    • Visitors and document leads see a case study from a company in their own industry.

      Audiences
      Website visitors and document leads
      Creative
      Case study from the same industry
      Refresh
      Every 14–21 days
      Metrics
      Sign-ups from LinkedIn
  3. IfSigned up for the free trial

    OnboardingTrial days 0–14
    • Each email depends on what the user has done, or still needs to do, inside the product.

      Day 0
      Welcome and first step
      Day 1
      First milestone, if not yet completed
      Day 3
      Connect an integration
      Day 7
      Advanced use case
      Day 12
      Trial ending notice and plans
      Metrics
      Accounts activated within 7 days
    • A getting-started checklist and prompts at the moment the user reaches each key feature.

      Checklist
      3–5 tasks to reach the first result
      Prompts
      On first use of each feature
      Events
      Sent to the CRM and the email tool
      Metrics
      Time to first result
  4. IfCompleted activation or the trial is about to end

    Conversion and recoveryDays 7–30
    • Accounts with high usage and a good fit receive a call to choose a plan or expand to other teams.

      Criteria
      Usage above the threshold and a well-matched company
      Contact
      20-minute video call
      Tracking
      Conversion with value sent to the ad platforms
      Metrics
      Trial-to-paid conversion
    • Users who did not activate receive tutorials by email and see product updates on social media, with a trial extension where it makes sense.

      Emails
      Video tutorial and use case within 7 days
      Social
      Product updates on LinkedIn and Instagram
      Retargeting
      Tutorials, not sign-up ads
      Metrics
      Reactivated accounts

Indicative frameworks based on proven practice on each platform. Percentages, windows and timings are adjusted to each company's data, budget and sales cycle.

Principles

What every strategy has in common

  • 01One message per temperature

    Cold audiences get content that introduces the brand; warm audiences get proof and case studies; hot audiences get a concrete offer.

  • 02Several creatives in every phase

    Three different hooks on the same message help find the one that works without spreading the budget too thin.

  • 03Exclusions at every step

    Anyone who moves forward leaves the previous phase: nobody sees a prospecting ad after leaving their details or buying.

  • 04Automation that replies in minutes

    Email, WhatsApp and direct messages respond instantly, and sales steps in when the signals justify it.

Process

How we design your company's strategy

  1. Week 1

    Assessment

    Current channels, audiences, creative, automations and sales cycle.

  2. Weeks 2–3

    Flow design

    Phases, entry conditions, variables for each campaign and budget split.

  3. Weeks 3–6

    Production and rollout

    Creative, audiences, campaigns, email sequences and automated messages.

  4. Ongoing

    Optimisation

    Fresh creative, adjusted windows and budget based on the results of each phase.

Assessment

Which strategy does your company need?

We analyse your channels and sales process, and design the complete flow, from the first touchpoint to the sale.