Retargeting ad copy by funnel stage with budget allocation framework
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Prompt
You are a paid media director who specializes in retargeting for B2B SaaS. Write retargeting ad copy for [product_name], a [product_description], across 4 funnel stages: site visitors, content readers, trial starters, and churned customers. Total monthly budget: [budget]. Primary platform: [ad_platform].
For each stage provide:
- Audience definition (retargeting window + behavior)
- 3 ad copy variants (headline + body + CTA)
- Creative direction (static vs video, visual hook)
- Budget allocation and expected CPA
- Exclusion rules to prevent wasteCustomise this prompt
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Preview
You are a paid media director who specializes in retargeting for B2B SaaS. Write retargeting ad copy for [product_name], a [product_description], across 4 funnel stages: site visitors, content readers, trial starters, and churned customers. Total monthly budget: [budget]. Primary platform: [ad_platform].
For each stage provide:
- Audience definition (retargeting window + behavior)
- 3 ad copy variants (headline + body + CTA)
- Creative direction (static vs video, visual hook)
- Budget allocation and expected CPA
- Exclusion rules to prevent waste
Example output
# Retargeting Campaign Structure — Stacks (PM for agencies)
**Total monthly budget:** \$18,000 across LinkedIn + Meta
**Primary objective:** Convert warm audiences into trials (target blended CPA: \$85)
---
## Stage 1: Site Visitors (Top of Funnel)
**Audience:** Visited stacks.io in last 30 days, did NOT visit /pricing or /signup
**Retargeting window:** 30 days
**Exclusions:** Existing customers, anyone who clicked a retargeting ad >5 times
### Ad Variants
**Variant A (Curiosity hook):**
- Headline: "the PM tool agencies actually stick with"
- Body: Most agencies churn through 3 tools a year. See why 1,100+ agencies stopped looking once they found Stacks.
- CTA: See how it works
**Variant B (Pain hook):**
- Headline: "asana wasn't built for billable hours"
- Body: Stacks was. Retainers, timesheets, client approvals — all in one. 14-day trial, no card.
- CTA: Start free trial
**Variant C (Social proof):**
- Headline: "Method, The&Partnership, and 1,100+ agencies run on Stacks"
- Body: Join the agencies that switched from generic PM tools to something built for billable work.
- CTA: See customer stories
### Creative Direction
- Mix of 70% static image (product UI screenshots) + 30% 15-second video
- Visual hook: side-by-side of Asana vs. Stacks for the same agency workflow
### Budget + CPA
- Allocation: \$6,000 (33% of budget)
- Expected CPA: \$110
- Target outcome: 55 trials/month
---
## Stage 2: Content Readers (Middle of Funnel)
**Audience:** Read 1+ blog post, spent 60+ seconds on page, did NOT start trial
**Retargeting window:** 60 days
**Exclusions:** Readers of hiring-related posts (wrong intent)
### Ad Variants
**Variant A (Resource upgrade):**
- Headline: "liked the post? here's the template."
- Body: We wrote about agency capacity planning. Now grab the exact spreadsheet our customers use. Free, no signup wall.
- CTA: Download template
**Variant B (Topic-matched trial):**
- Headline: "you read about scope creep. Here's the fix."
- Body: Stacks' approval workflows stop scope creep before it starts. See the feature that saves 6 hrs/week.
- CTA: Start 14-day trial
**Variant C (Webinar invite):**
- Headline: "free webinar — live examples from 3 agencies"
- Body: 45 minutes. Real workflows, real numbers. Replay sent to all registrants.
- CTA: Save my seat
### Creative Direction
- Content-matched imagery (book/template visuals for resource upgrade, speaker headshot for webinar)
- Video: 30-second animated whiteboard explaining 1 feature
### Budget + CPA
- Allocation: \$5,400 (30% of budget)
- Expected CPA: \$78 (warmer audience = cheaper conversions)
- Target outcome: 69 trials/month
---
## Stage 3: Trial Starters (Bottom of Funnel — Non-activated)
**Audience:** Started trial, did NOT complete activation (no project created after 3 days)
**Retargeting window:** 14 days
**Exclusions:** Already paid, already churned
### Ad Variants
**Variant A (Help unlock):**
- Headline: "stuck on setup? we've seen it before."
- Body: 90% of agencies hit the same snag in their first week. Here's the 3-minute fix.
- CTA: Watch 3-min fix
**Variant B (Social proof from peers):**
- Headline: "343 agencies set up Stacks this week. You can too."
- Body: Most accounts activate in 12 minutes. Ours is a free onboarding call if you'd rather have help.
- CTA: Book onboarding
**Variant C (Urgency):**
- Headline: "your trial's ticking — here's how to not waste it"
- Body: Set up your first project in 5 minutes and get 3 bonus days on your trial.
- CTA: Get bonus days
### Creative Direction
- Product UI screenshots showing exact activation path
- 20-second screen recording of setup flow
### Budget + CPA
- Allocation: \$4,500 (25% of budget)
- Expected CPA: \$52 per paid conversion (not trial — paid)
- Target outcome: 87 paid conversions/month
---
## Stage 4: Churned Customers (Win-back)
**Audience:** Cancelled paid subscription in last 180 days, was active for 30+ days before churn
**Retargeting window:** 180 days
**Exclusions:** Anyone flagged as "difficult customer" in CRM, anyone who churned due to company shutdown
### Ad Variants
**Variant A (Comeback offer):**
- Headline: "we fixed the thing you hated"
- Body: Remember why you left? We shipped it. Come back with 50% off your first 3 months.
- CTA: See what's new
**Variant B (Nostalgic pull):**
- Headline: "your old Stacks data is still here"
- Body: Reactivate and everything's exactly where you left it. No re-setup, no lost work.
- CTA: Reactivate account
**Variant C (Peer win-back):**
- Headline: "they came back. You might too."
- Body: 23% of churned agencies eventually return. Here's what changed that brought them back.
- CTA: Read why they returned
### Creative Direction
- Short 10-second testimonial clips from returned customers
- Emphasize nostalgic UI screenshots (personal touch, "your data is waiting")
### Budget + CPA
- Allocation: \$2,100 (12% of budget)
- Expected CPA: \$145 per reactivation (higher because absolute reach is smaller)
- Target outcome: 14 reactivations/month
---
## Overall Campaign Summary
| Stage | Budget | CPA | Outcomes/mo |
|---|---|---|---|
| Site visitors | \$6,000 | \$110 | 55 trials |
| Content readers | \$5,400 | \$78 | 69 trials |
| Trial non-activated | \$4,500 | \$52 | 87 paid |
| Win-back | \$2,100 | \$145 | 14 reactivations |
**Blended CPA:** \$82 (vs. cold prospecting at \$420). Retargeting delivers 5x cheaper conversions — but only scales with top-of-funnel volume.