Launching a Full Funnel Lead Generation Digital Campaign

Matt Swulinski |
 April 16, 2024

This comprehensive playbook delves into the strategic execution of a full-funnel lead generation digital campaign, highlighting the nuanced approach that spans from initial brand engagement to final lead qualification and conversion.

Drawing on the principles from a recent client engagement, this case playbook emphasizes the importance of brand anthem personalization, targeted audience segmentation, consistent creative execution, and platform-specific strategies.


In today's digital marketing landscape, generating high-quality leads requires a sophisticated, multi-layered approach that engages potential customers at every stage of the marketing funnel. We recently showcased this approach in the educational sector with a specific aim to not only attract but also engage and convert leads.

The Foundation: Delivering the Brand Anthem and Core Tenants Across the Funnel

At the heart of our client’s strategy was delivering the brand consistently to their core audience of decision makers. We set out to showcase their commitment to transforming education through digital resources, sparking curiosity, and empowering teachers and students. This core tenant was personalized and reflected across all levels of the marketing funnel, from ads to landing pages, ensuring a cohesive and resonant message that effectively engaged different segments of their target audience.

A Breakdown of our Full Funnel Structure

Top of Funnel (ToFu): At this initial stage, the goal was to draw in potential leads with broad, engaging messaging that highlighted the transformative power of our client’s educational resources. Creative campaigns leveraged digital platforms like Google and Meta to maximize reach, employing brand-centric ads that emphasized educational empowerment and curiosity.

Middle of Funnel (MoFu): Providing value to the audience through personalized offerings was crucial. Here we distributed content such as guides and eBooks, specifically an eBook on teacher retention strategies, to deliver value to our core audience of decision makers. In this step it is critical to be in tune with the needs of your audiences’ decision makers and ensure the content helps them think about or directly resolve issues they are currently facing. For our client, their resources addressed the immediate needs of their target audience, particularly education administrators, offering valuable insights and solutions to pressing challenges in the education sector.

Here we also introduced client specific products and services to assist in the growth of our audience’s organizations and the resolution of pain points. This is critical to seamlessly introduce and integrate product specific value propositions without losing the focus of delivering value.

Bottom of the Funnel (BoFu): The focus shifted towards reinforcing product-specific value propositions and encouraging the audience to share their information. Detailed product demonstrations and case studies highlighted the specific benefits of our client’s digital resources, persuading leads to take the final steps towards conversion by providing critical contact information.

Preparing for Campaign Launch: Measurement and Attribution

Properly tracking conversion events is what gives us the ability to analyze and optimize campaigns for improved results and outcomes. A comprehensive data tracking audit is the first step in ensuring that your digital marketing campaigns are built on a solid foundation of reliable data. This process involves:

Identifying Relevant Conversion Events: Start by mapping out the key actions you want visitors to take on your website or landing pages, such as form submissions, downloads, or purchases. 

Ensuring Proper Tracking Setup: For each conversion event, verify that tracking codes or pixels are correctly implemented. This may involve collaboration with your web development team or leveraging the capabilities of platforms like Google Tag Manager.

Implementing Consistent UTM Parameters: Uniform Resource Locator (URL) tagging with UTM parameters allows you to track the source, medium, campaign, and other details about the traffic to your website. Establishing a standardized system for creating and applying UTMs ensures that you can accurately attribute traffic and conversions to specific campaigns and channels.

Implementing Consistent Campaign Naming Conventions: Similar to above, establishing a standardized system for naming campaigns, ads, landing pages and more allows you to more effectively analyze and report on performance. This ensures seamless communication between all stakeholders for more effective decision making.

Testing and Validation: Before launching campaigns, conduct tests to confirm that all tracking mechanisms are working correctly.

The Importance of Measurement and Attribution

Proper measurement and attribution allow you to make critical decisions including but limited to:

Budget Allocation Decisions: With accurate attribution, you can confidently invest more in the campaigns and channels that are driving the most valuable conversions.

Creative and Copy Optimization: By analyzing how different audience segments respond to various creative angles and messaging, you can tailor your content to resonate more deeply with each group, potentially improving engagement and conversion rates.

Scaling Successful Initiatives: Measurement and attribution data highlight opportunities to scale your efforts, whether by expanding successful campaigns to new audiences or by increasing investment in high-performing channels.

Preparing for Campaign Launch: Leveraging Your CRM for Enhanced Audience Targeting and Segmentation

Leveraging Customer Relationship Management (CRM) systems for audience segmentation is not a luxury, but a critical component to lead generation success. Our CRMs are our most powerful tools to combat the push into over relying on algorithms for audience targeting and segmentation. By harnessing the rich customer data housed within CRMs, businesses can significantly improve targeting, retargeting, and personalization efforts in their campaigns. This strategic approach not only enhances campaign effectiveness but also deepens customer engagement and loyalty.

Improving Targeting with CRM-based Audiences

Utilizing CRM data allows businesses to refine their targeting strategies for maximum relevance and impact. For instance, by identifying existing customers within the CRM, marketers can exclude them from campaigns primarily aimed at new customer acquisition. This targeted exclusion ensures that marketing efforts and budgets are concentrated on reaching new prospects, thereby optimizing resource allocation and enhancing the acquisition strategy.

Enhancing Retargeting Efforts

CRMs are invaluable for crafting retargeting campaigns that resonate deeply with existing customers. By segmenting the audience based on past interactions, purchase history, and customer preferences, businesses can tailor their retargeting campaigns with specific offerings that are most likely to appeal to each segment. This approach opens up opportunities for effective upselling campaigns, where additional products or services that complement previous purchases are promoted to customers, potentially increasing customer lifetime value.

Personalizing Campaigns

The depth of customer-centric data available in CRMs—ranging from product types and purchase history to length of ownership—enables a high degree of campaign personalization. Businesses can leverage this data to offer unique deals, content, or recommendations that align with the individual customer's journey and preferences. Such personalized campaigns not only improve engagement rates but also foster a sense of value and appreciation among customers, contributing to stronger brand loyalty.

Tools for Leveraging CRMs: Leadsbridge and Metadata

To effectively integrate CRM data into digital marketing strategies, specialized tools are essential. Leadsbridge and Metadata are two such tools that facilitate the seamless connection between CRM systems and various marketing platforms, enhancing audience segmentation and campaign personalization.

Leadsbridge: Leadsbridge acts as a bridge between your CRM and a plethora of advertising platforms. It automates the synchronization of customer data, enabling marketers to create highly targeted ad audiences based on CRM segments. Leadsbridge supports real-time bidding strategies, lookalike audience creation, and direct CRM integrations, making it easier to align marketing campaigns with up-to-date customer insights.

Metadata: Metadata specializes in automating the entire demand generation process, leveraging AI to optimize ad spending and targeting across various platforms. By integrating with CRMs, Metadata can utilize customer data to dynamically segment audiences and personalize ad content. Its platform goes beyond simple integration, offering predictive analytics to forecast campaign performance and suggest optimizations, thereby ensuring that each campaign is as effective as possible.

Audience Segmentation and Platform-Specific Targeting

A key element of our strategy was the meticulous identification and targeting of audience segments across various digital platforms, each offering unique tools for precise segmentation.

LinkedIn: Recognized as a vital platform for reaching decision-makers within the educational sector, we utilized LinkedIn's advanced targeting options. By filtering prospects based on job titles and affiliations, we were able to directly engage with district-level staff, generating a significant number of qualified leads.

Google: Through targeted keyword strategies, we captured high-intent searches related to educational resources. The focus was on optimizing ad copy and landing pages to appeal to educators actively seeking digital solutions for their classrooms.

Meta Platforms: We leveraged Meta for broader brand and teacher engagement, utilizing the platform's robust targeting capabilities to deliver content-driven campaigns. This approach not only fostered initial interest but also built a strong foundation for retargeting strategies aimed at nurturing leads down the funnel.

Platform-Specific Analysis: What works, What doesn’t, and How to improve

In all comprehensive digital campaigns, a nuanced approach to leveraging different platforms is needed. Below are detailed insights from our development and deployment of campaigns across Meta, Google, and LinkedIn. You’ll find each platform has its strengths, weaknesses, and opportunities for future growth. It is in understanding these nuances, and adapting to them, that you are able to achieve amplified results for your overall campaign.



  • Cost-Efficiency for Reach: Meta stood out for its ability to offer a lower cost for reach, making it an excellent platform for brand reach and engagement. This efficiency allowed us to maximize visibility and awareness with a relatively lower investment.

  • Building a Retargeting Audience: The platform was particularly effective in building strong retargeting audience. The initial engagement facilitated through Meta's broad reach provided a valuable pool of leads that could be nurtured more personally through subsequent marketing efforts.


  • Lower Volume of Qualified Leads: Despite its strength in generating initial interest, Meta saw a lower volume of leads that advanced to the qualification stage. This was attributed to the broader nature of the platform's audience targeting, which, while effective for reach, lacked the precision necessary for higher lead qualification rates.

  • Higher Cost per MQL: The cost per marketing qualified lead (MQL) on Meta was higher compared to other platforms. This was due in part to the lower overall qualification rate of the leads generated through the platform.

Future Opportunities:

  • Enhanced Retargeting Strategies: Given Meta's proven effectiveness in building an initial audience pool, there is significant opportunity to refine and enhance retargeting strategies. This includes better segmentation and more tailored messaging to increase the rate of lead qualification.

  • Content Deployment: Meta remains a promising avenue for deploying content that engages core and secondary audiences. Future campaigns could leverage this strength by introducing more educational content to funnel potential leads from awareness to consideration more effectively.



  • High Intent Targeting: Google excelled in capturing high-intent searches, enabling us to engage with users actively seeking educational resources. This targeting capability is invaluable for capturing leads at a crucial decision-making point.


  • Competition and Cost: The competitive nature of keywords relevant to our client’s offerings led to higher costs and challenges in securing ad visibility without significantly increasing spend.

Future Opportunities:

  • Refined Keyword Strategies: There is room for growth in developing more refined keyword strategies that balance reach and competition. Focusing on long-tail keywords or exploring new keyword segments could reduce cost and increase effectiveness.



  • Targeted Lead Generation: LinkedIn's targeting tools proved highly effective for our client, enabling them to generate leads with high qualification rates. The ability to target based on job titles and industries was particularly beneficial for reaching decision-makers within the educational sector.

  • High-Quality Leads: The leads generated from LinkedIn were not only numerous but also of high quality, with a significant portion qualifying as MQLs. This speaks to the platform's strength in reaching professional audiences with specific industry interests and needs.


  • Higher Costs: The cost associated with LinkedIn's targeted capabilities was higher, both in terms of cost per lead (CPL) and cost per MQL. While the leads were of higher quality, the increased expenditure required careful budget management and ROI calculation.

Future Opportunities:

  • Expanded Content Formats: Exploring and expanding into different content formats on LinkedIn, such as video, carousel, or conversation ads, could enhance engagement and lead generation capabilities. This diversification can cater to the platform's professional audience more effectively.

  • Enhanced Personalization: There is significant opportunity to further personalize outreach on LinkedIn. Leveraging insights from campaign analytics to tailor messaging and content could improve lead qualification rates and overall campaign performance.

Through a strategic and analytical approach to utilizing Meta, Google, and LinkedIn, we identified key strengths and areas for improvement across each platform. This informed understanding paves the way for future campaigns to leverage these insights for enhanced lead generation and qualification outcomes.

Ensuring Creative Consistency and Personalized Delivery

The coherence of ad creatives across ads and landing pages played a critical role in maintaining a unified campaign narrative. We ensured that each piece of content, from initial ads to final call-to-action (CTA) on landing pages, resonated with the targeted audience segment, reinforcing the campaign's core message.

Visual and Textual Consistency: By aligning the imagery and ad copy across platforms, we successfully created a seamless user experience that effectively communicated the campaign's value proposition at every touchpoint.

Platform-Specific Adaptations: Recognizing the unique strengths and user expectations of each platform, we tailored its creative assets to fit the context of the platform while maintaining overall message coherence. This strategic adaptation ensured optimal engagement and conversion rates across diverse digital environments.

Customization and Tailoring of Landing Pages: A Crucial Strategy

In digital marketing, the significance of meticulously customized and tailored landing pages cannot be overstated. These pages serve as the pivotal point of conversion, where the initial interest sparked by an advertisement is transformed into actionable engagement, such as lead generation or direct sales. For our campaigns, the strategic customization of landing pages based on funnel specificity, product details, and audience segmentation was instrumental in maximizing conversion rates and enhancing the overall effectiveness of the digital marketing efforts.

Funnel Specific Customization

Understanding the customer's journey through the marketing funnel is essential for creating landing pages that resonate with their current state of awareness and engagement. For us, this meant developing distinct landing pages that catered to different stages of the funnel:

Top of the Funnel (ToFu): The landing pages designed for the ToFu audience focused on broader brand awareness and educational content. For example, we designed a "Get Curious" landing page to introduce the transformative potential of our client’s digital resources, sparking interest and curiosity without overwhelming visitors with detailed product information. Please note, “Get Curious” is a core theme or brand anthem for our client.

Middle of the Funnel (MoFu): MoFu landing pages provided value through more detailed content offerings, such as eBooks and guides. A notable example is the "Teacher Retention" landing page, which offered a downloadable guide filled with strategies and insights aimed at helping our core decision makers address teacher turnover—a pressing challenge identified in the audience research phase.

Bottom of the Funnel (BoFu): BoFu landing pages were tightly focused on product-specific calls to action, encouraging visitors to sign up for a demo or request more detailed product information. Each product specific landing page, showcased specific features and benefits of the product, alongside testimonials and case studies, to persuade leads to take the final step toward conversion.

Product-Specific Customization

Each product under our client’s umbrella addressed different needs within the educational sector. Recognizing this, landing pages were carefully crafted to highlight the unique value propositions of each product:

Product Page A: Targeted towards core audience decision makers looking for engaging science resources, this landing page emphasized ease of use, alignment with curriculum standards, and the ability to spark student curiosity through interactive science lessons.

Product Page B: Targeted towards core audience decision makers looking for more advanced resources offering virtual and interactive lessons, showcasing how it can lessen the burden for lesson planning and grading for their teachers.

The Critical Role of Rapid Landing Page Deployment in Digital Marketing Success

The ability to swiftly deploy landing pages is a necessity for achieving campaign success. This agility is crucial for responding to personalizing offers, optimizing conversion rates, and tailoring content to specific audience segments. Our favorite tools are Instapage and Unbounce, which give us the ability to create, deploy, and test landing pages with unprecedented speed and efficiency.

Swift Adaptation to Market Dynamics

Digital marketing campaigns must be highly adaptable, capable of pivoting in response to real-time analytics, audience feedback, and campaign learnings. The rapid deployment of landing pages allows marketers to test different messages, design layouts, and calls-to-action (CTAs) without significant delays. This flexibility is vital for identifying the most effective strategies for engaging and converting visitors, as seen in our approach to customizing content for different stages of the marketing funnel and specific product offerings.

Enhanced Conversion Rate Optimization

The success of digital marketing campaigns is largely measured by conversion rates, which are significantly influenced by the relevance and performance of landing pages. Tools like Instapage and Unbounce facilitate A/B testing and other optimization techniques, enabling marketers to quickly iterate on page design and content to maximize conversions. For our client, the ability to deploy targeted landing pages for specific audience segments or products ensured that visitors encountered highly relevant content, increasing the likelihood of conversion.

Autonomy and Efficiency in Marketing Operations

Perhaps one of the most transformative aspects of tools like Instapage and Unbounce is their ability to grant marketing teams greater autonomy from IT or web development departments. By allowing marketers to design, deploy, and manage landing pages within a user-friendly platform, these tools significantly reduce the time and resources traditionally required to launch new pages. This autonomy is critical for ensuring that marketing campaigns can be developed and executed end-to-end with minimal reliance on external teams, streamlining operations and enabling quicker responses to opportunities and challenges.

For our client, leveraging Instapage and Unbounce meant that their marketing team could swiftly create landing pages tailored to specific campaigns, products, and audience needs, without waiting for development cycles. This capability was instrumental in their ability to execute a full-funnel digital marketing strategy that required a diverse array of landing pages to address different objectives—from raising awareness and capturing leads at the top of the funnel to facilitating conversions at the bottom.

Audience-Specific Customization

Our landing pages were not only tailored to different stages of the funnel and specific products but also customized to resonate with distinct audience segments within the educational sector:

For Core Audience Decision Makers: Landing pages targeting decision-makers highlighted scalability, ease of integration, and long-term educational outcomes, addressing the strategic priorities of this audience segment.

For Secondary Audiences and Product Users: Pages designed for this audience emphasized user-friendliness, impact, and support resources available, directly speaking to the day-to-day challenges and needs of educators.

This level of customization and tailoring ensured that every visitor to a landing page encountered content that felt directly relevant to their needs, position, and stage in the decision-making process. Through careful design, strategic messaging, and audience segmentation, our landing pages significantly contributed to the campaign's success, turning interest into engagement and engagement into actionable leads.


Our full-funnel lead generation campaign stands as a prime example of how detailed planning, strategic execution, and continuous optimization can coalesce to produce a highly effective digital marketing initiative. 

By prioritizing brand anthem personalization, precise audience segmentation, and creative consistency, we not only succeeded in generating a high volume of leads but also in engaging and converting these leads at an impressive rate. 

This playbook serves as a valuable blueprint for businesses aiming to harness the full potential of digital marketing to achieve their lead generation objectives.

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