TL;DR

For contacts at target accounts with open opportunities and the right buying titles, sync them into ad audiences to reinforce outbound messaging. Sales’ emails + your ads = consistent, surround-sound messaging that accelerates consensus and velocity.

Why this works:

• Consistency wins trust: Buyers see the same story across inbox and feed.

• Accelerates decisions: Reinforces urgency and solution fit at the bottom of the funnel.

• Boosts sales velocity: Multiple touches from different channels drive faster consensus across buying groups.

Pre-requisites

• Vector connected to your CRM and ad platforms (like LinkedIn/Google).

• CRM list of contacts with:

  • Opportunity Stage = Open.

  • Title/Seniority = Decision-maker roles (e.g., Director, VP, C-Level).

• Creative assets tailored for BOFU: ROI calculators, case studies, product comparisons.

• UTM tracking for attribution.

Step-by-Step in Vector

1. Create Your Segment

   • Go to Segments → New Segment.

   • Trigger: Dynamic contact list.

   • Source: CRM list of active opps.

   • Filters: Add job title/seniority filter (Director+) - we recommend doing this in CRM.

   • Naming: ActiveOpps | BOFU | RightTitles.
     

     

2. Activate as Ad Audience

   • Actions → Add Action → LinkedIn (or Google).
     

     

   • Sync to audience (allow up to 48 hours).
     

3. Run BOFU Ads

   • Creative focus:

     • Case study ads (“See how we helped X company cut costs 30%”).

     • ROI calculator or comparison chart.

     • Customer testimonial video.

   • Keep creative aligned with outbound email content.

4. Track Engagement

   • In Vector, create a new segment to track clicks

   • Go to Segments → New Segment.

   • Trigger: Website Visits 

   • Filter: Page visited equals (insert URL of case study page or site you’re pushing the ad to) 

   • Action: Send to CRM or Slack for sales to action 

Recommended Scoring

• +15: Pricing/demo page visit.

• +20: Engaged with ROI/case study asset.

• +25: Multiple BOFU touches within 14 days.
  Handoff Trigger: ≥ 30 points → sales notified to accelerate opp.

Creative & Asset Checklist

• Case studies with hard metrics.

• ROI/benchmark calculators.

• Comparison grids vs competitors.

• Demo invitation ads.

KPI Guardrails

Track in Vector + Ad Platform:

• CTR on BOFU assets.

• Influence on deal velocity (time to close).

• % of opportunities with multiple engaged contacts.

• Win rates of opps with surround-sound vs without

Need help setting this segment up or want to chat through more best practices? Reach out to solutions@vector.co - we're glad to help!