Free B2B SaaS PPC audit · Walkthrough

The board wants pipeline this quarter. Your deals take nine months.

That's not a performance problem — it's a measurement one. Here's exactly how we'd audit the gap between the 30-day window you're judged on and the two-to-three quarters your deals actually take to close — so you can show leadership the pipeline that's maturing, instead of defending a number that was never built to see it.

"The pressure isn't just to perform. It's to predict. You're the middle of the funnel and the top of the funnel and the bottom of the funnel all at once."
— Evan Hughes, marketing-leadership essay

84% of marketers say they feel pressure to prove ROI to justify their spend.* When your sales cycle is three quarters long and your dashboard is 30 days, that pressure isn't about results — it's about the window you're forced to measure them in.

How we'd audit the pipeline-vs-timeline gap

This is the exact sequence we run when a board is asking "what did paid return this quarter?" and the honest answer is "ask me in three." It's useful even if we never speak — take it and run it yourself.

1 What we look at

Before touching a single bid, we pull the real clock out of the CRM: the actual time from click → demo → opportunity → closed-won. Then we check three things:

  • Is anyone measuring on a window that matches that clock? A 30-day ROAS on a 9-month deal is a rounding error pretending to be a verdict.
  • Is cost-per-demo being read in isolation, or against deal value and close rate? $500 is "expensive" or "a bargain" only relative to what a demo is worth.
  • Is won-deal data flowing back to the ad platform at all? If SQLs and closed-won never leave the CRM, nobody — not you, not the board, not Google's bidding — can see the pipeline maturing.

2 What we usually find

Almost always: a real book of pipeline, maturing on a clock the monthly dashboard can't see — and a leadership team looking at the one number that makes it invisible. Here's a real one (anonymized):

Audit example · workplace-safety SaaS · sales-led, high ACV

~$500 cost per demo
→ front door to a →
$40–70k deal
closing over
2–3 quarters

On a 30-day view, ~$500 a demo looked expensive, and the board treated it that way. But each of those demos was the front door to a $40–70k deal that closed over two to three quarters. Over six months the account had generated ~200 demos — a real book of pipeline maturing quietly in the background. The problem: won-deal data sat in Salesforce and never flowed back to the ad platform. So the only number anyone could point to in a board meeting was the 30-day cost-per-demo. Spend was visible. The maturing pipeline was not.

3 What we change

Three moves, in order:

  • Re-anchor the metric. Stop judging paid on 30-day cost-per-demo. Start judging it on cost-per-demo against deal value and close rate, over the cycle the deals actually run.
  • Wire the CRM back to the ad platform. Feed SQLs and closed-won back via offline conversions — so the maturation becomes visible and the algorithm starts optimizing toward real revenue instead of the cheapest demo it can find.
  • Build the revenue-influenced cohort view. Group each month's spend as a cohort and track it maturing into opportunities and closed-won across the following quarters.

4 What happens next

When the board asks "what's paid doing?", the answer stops being a defensive 30-day number and becomes a curve: here's the pipeline each month of spend is maturing into, on the timeline your deals actually close. You forecast with leading indicators — demo→opp rate, SQL velocity — mapped to a cycle everyone can finally see, instead of being asked to predict the unforecastable.

The deals didn't get faster. The pressure eased because everyone's looking through the right window — and the quarter that "looked flat" turned out to be three quarters of pipeline, right on schedule.

This is one of seven things we check

The window mismatch is one pain. When we audit a B2B SaaS account we're looking for all seven — because most teams are living at least three at once. Recognize any of the others?

  1. 01

    "I pay more every year and get less."

    "Generic ads on Google or LinkedIn no longer work — unless you can spend huge amounts on testing."— jwr, Hacker News

  2. 02

    "My CPL looks great — the leads are garbage."

    "Leads are coming in, CPL is 'on target'… and yet the pipeline report is a bit of a ghost town."— practitioner essay, Factors.ai

  3. 03

    "I know marketing's working — I just can't prove it."

    "In the CRM, all that early influence tends to disappear."— practitioner essay, Full-Funnel

  4. 04

    "The board wants pipeline this quarter — my deals take nine months." the one this page is about

    "You're the middle of the funnel and the top of the funnel and the bottom of the funnel all at once."— Evan Hughes

  5. 05

    "I'm the strategist AND the ad buyer AND the analyst AND the copywriter."

    "Marketing folks are asked to be brand thinkers, data analysts, ad buyers, SEO experts, copywriters, GTM architects — and sometimes SDR managers."— Evan Hughes

  6. 06

    "LinkedIn eats my budget and hands me tire-kickers."

    "LinkedIn is the most expensive place to advertise in B2B — and it punishes sloppy execution faster than any platform I know."— Neal Schaffer

  7. 07

    "I've been burned by an agency before."

    "Don't waste money on an agency… I've seen this happen too often."— YC founder, Hacker News

We'll run this entire audit for you — free.

No AI, no junior. James — the senior operator who'd actually run your account — spends 72 hours building it by hand: 10–15 pages of specific fixes, screenshots, and real examples. Including a pipeline-maturation view you can put straight in front of your board. No commitment.

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* Figure from a widely-cited industry survey of marketers on ROI-accountability pressure; directional, not SaaS-specific.