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SAMPLE DOSSIER Performance Roadmap execution deliverable for Orbit.
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Execution Cadence  /  Stage 03 Sample Output

Orbit

Employee onboarding software for mid-market HR teams

Company

Orbit SaaS

Sector

HR Technology

Cadence

90-Day Sprint

Strategist

Apostolos Bolkas

EXECUTIVE MEMORANDUM
COMMERCIAL MANDATE & CONTEXT

Orbit helps mid-market HR teams reduce time-to-productivity for new hires. When we kicked off, they had a proven product, strong retention, and a capable sales team closing deals, but monthly pipeline felt unpredictable. Some months delivered 22 qualified demos, while others dropped to nine with no clear explanation.

The mandate: establish an objective measurement framework, run disciplined weekly experiments across search and paid social, and scale qualified pipeline to a consistent 35 Sales Accepted Leads per month within 90 days.

Starting Pipeline

18 / mo

Sales Accepted Leads

90-Day Target

35 / mo

Target achieved in Q1

Paid Media Budget

€5,700 / mo

Optimised down from €7,000

Blended CAC

€163

Reduced from €245 baseline

01 MEASUREMENT FRAMEWORK
STAGE DEFINITIONS

What we track and why

Before launching any live campaigns, we agreed on exact conversion rules across each funnel stage. Vanity metrics were completely removed from weekly tracking so leadership focused solely on revenue velocity.

Lead Submitted

Form completions by verified source

Owner

Marketing

Protocol Note

Tracked in GA4 and HubSpot. Source must be verified rather than defaulted to direct traffic.

Demo Booked

Calendar bookings within 48 hours of submission

Owner

Marketing

Protocol Note

A 48-hour response window filters out unqualified noise and cold outreach overlap.

Sales Accepted Lead

SAL confirmed by account executive in CRM

Owner

Sales

Protocol Note

Our primary North Star metric. All acquisition channels optimise towards this number.

Opportunity Created

Deal stage 2+ with agreed timeline in pipeline

Owner

Sales

Protocol Note

Tracked weekly to evaluate channel efficiency and deal progression speed.

Deal Won

Closed-won annual recurring revenue

Owner

Sales

Protocol Note

Reviewed in monthly and quarterly retrospectives to adjust channel budget weighting.

02 EXPERIMENT RESULTS
VALIDATED TESTS

What we tested, what we learned

Every creative angle and audience test was run with a clear hypothesis, a hard deadline, and pre-agreed decision rules.

01

LinkedIn Document Ads will generate a lower cost per lead than Thought Leadership Ads for mid-market HR buyers.

DECISION: Scale

Verified Result (Cost per Lead)

Document Ads achieved €38 CPL versus €57 CPL on Thought Leadership Ads.

Strategic Takeaway

Document Ads outperformed by 34%. Downloadable frameworks drove high dwell time and strong buyer intent signals that reduced paid acquisition cost.

02

'See it in action' CTA will outperform 'Book a demo' on the main landing page hero.

DECISION: Keep

Verified Result (Click-Through / Demos)

Click-through rate increased by 22%, demo requests rose by 18%, and SAL qualification rate stayed steady.

Strategic Takeaway

Lower-commitment copy reduced initial friction for early-stage researchers without diluting lead quality.

03

An outcome-focused headline ('New hires productive in half the time') will outperform feature-led copy ('Structured onboarding workflows').

DECISION: Scale

Verified Result (Demo Inquiries)

Demo requests increased by 41% across a three-week test window.

Strategic Takeaway

Buyers at the initial evaluation stage prioritise business impact and cost reduction over detailed software features.

04

Retargeting visitors who viewed the pricing page but did not convert will produce qualified leads at lower CAC than cold traffic.

DECISION: Scale

Verified Result (SAL Volume & CAC)

12 verified SALs in 30 days. CAC dropped to €140 compared to €350 on cold campaigns.

Strategic Takeaway

Pricing page visitors have already validated budget and fit. Retargeting them with a client ROI story delivered 2.5x higher conversion.

03 CHANNEL PERFORMANCE
PIPELINE ATTRIBUTION

Where the pipeline comes from

By auditing actual conversion data in CRM, we reallocated budget away from broad search keywords into high-intent LinkedIn Document Ads and retargeting workflows.

Acquisition Channel
Spend
SALs
Blended CAC

LinkedIn Ads

Document Ads and pricing retargeting split 60/40.

€4,200
14
€300

Google Search

Trimmed from €2,800 to focus strictly on high-intent buyer terms.

€1,500
6
€250

Customer Referrals

Two clients became active advocates after the new case study went live.

€0
9
Free

Organic & Thought Leadership

Generated by one practical post that reached 38k impressions.

€0
6
Free

Total Monthly SALs

35 / mo

Target hit. Up from 18 at start.

Total Paid Spend

€5,700

Reduced and reallocated from €7,000.

Blended CAC

€163

Down 33% from the €245 starting baseline.

04 NEXT 30 DAYS
EXECUTION MILESTONES

Where we focus next

With the core channels stabilised, we direct execution capacity into compounding organic flywheels and landing page refinements.

01

DAY 01–10

Build a structured referral system around active customer advocates.

Referrals now generate 26% of qualified pipeline at zero media spend. We will identify the specific customer milestones that trigger recommendations, create clear sharing assets, and approach five more accounts with an identical profile.

02

DAY 11–20

Extend the winning outcome-focused copy to all paid landing pages.

The homepage headline rewrite produced a 41% lift in demo inquiries. We will roll out the same outcome-led messaging across all paid search and LinkedIn landing pages over a three-week testing window.

03

DAY 21–30

Establish a weekly organic LinkedIn publication cadence.

One educational post generated 38k impressions and six sales leads with zero ad spend. We will establish a disciplined schedule of one post per week focused on solving real buyer problems rather than generic product promotion.

05 THE STRATEGIC DIAGNOSIS
CORE RECOMMENDATION

The one lever that changes everything

Organic content and customer referrals are generating 43% of qualified pipeline at zero media spend, yet they were largely running on coincidence. While paid campaigns are functioning well, they were masking the larger compounding opportunity. If Orbit systematises referral workflows and maintains weekly thought leadership, the team can comfortably reach 50 qualified leads per month without expanding the advertising budget.

Methodology  /  Full Deliverables

This output came from real execution data.

Not speculation. The Performance Roadmap engagement includes:

Measurement Plan

Clear conversion rules agreed upfront before spending a single euro. Every experiment has a primary success metric and a decision rule.

Experiment Backlog

A prioritised pipeline of testable hypotheses, each paired with an audience definition, channel offer, and expected revenue impact.

Campaign Architecture

Full tracking and campaign configuration across search and LinkedIn Ads, documented clearly before budget is committed.

High-Intent Copywriting

Grounded customer case studies, comparison guides, and ad copy built to guide buyers from curiosity to a sales call.

Weekly Pipeline Updates

Every Monday: live campaigns shipped, verified performance numbers, and next decisions for leadership.

Quarterly Growth Review

A comprehensive review of what scaled, what was stopped, and the next 90-day execution priorities with budget allocation.