PPC Strategy & Consultancy

A PPC strategy built around pipeline & CAC, to plan right before  spending more.

Most B2B paid media problems aren't caused by a bad ad or a wrong bid. They come from decisions made a level up: which channels get budget, how campaigns are structured, and what the account is told counts as a conversion. Get those wrong and no amount of optimisation fixes it.

Lever's PPC consultancy works on that level. We look at your accounts, your CRM and your sales motion, then give you a PPC strategy your team or your current agency can run with. If you'd rather we ran it too, we can.

5×
free trials per month · Uplisting
0.8 → 2.3
ROAS in six weeks · Sprintlaw
300%
YoY revenue growth · Spell Payments

Trusted by teams looking to scale

What a B2B PPC strategy, from Lever covers:

A B2B PPC strategy should settle the decisions that sit above day-to-day account management, like where budget goes and what the account is told to optimise for. Ours covers three areas, each tied back to pipeline and CAC rather than clicks or cost per lead.

The pattern we see across our B2B accounts
25 - 40%

CAC reduction within the first two quarters for clients who move from click-based optimisation to ICP-aligned, SQL-based optimisation, without reducing spend.

01

Channel mix and budget allocation.

Google Ads and Microsoft Ads are where most B2B demand gets captured, but not every account should look the same. We set how much goes to search, how much to LinkedIn or Meta, and when it's worth testing newer inventory like ChatGPT Ads.

02

Account architecture.

How your campaigns are split by product, market, funnel stage and match type decides what the algorithm can learn. For teams selling into several regions, that includes how EMEA, North America and APAC accounts are structured.

03

Measurement tied to your CRM.

Bidding towards form fills rewards volume. We map which CRM stages should feed back into Google and Microsoft through offline conversion imports, so the platforms optimise towards qualified pipeline.

ppc agency

Who PPC consultancy is for

In-house teams
Who run their own accounts and want a senior second opinion on structure and measurement.
Teams with an incumbent agency
Whose reports look healthy while sales still question lead quality.
Companies about to scale spend
Or launch in a new market, who want the architecture right before the budget goes up.
Marketing leaders inheriting an account
Who need to know what's working before they change anything.
If you're spending under roughly £5,000 a month and running a single channel, a full strategy engagement is usually more than you need. A Google Ads audit is a better place to start.

How a PPC strategy engagement works:

The engagement follows the first two stages of the Lever Method.

01

Diagnose.

We review your ad accounts, analytics and CRM data side by side, using our agentic diagnostic programmes to surface structural issues across campaigns, search terms and conversion tracking.

02

Architect.

We design the target channel mix, account structure and measurement setup, and agree the KPIs it will be judged on, usually CAC, cost per SQL or ROAS.

03

Handover or Activate.

You get the strategy and the 90-day plan. Your team or agency can run it, or Lever can move into the Activate and Optimise stages as your paid search agency.

PPC strategy in practice: Uplisting

“Lever helped us scale from $100,000 ARR to $3,000,000 ARR and we're continuing to grow YoY.”

Uplisting, a property management SaaS, was growing trial signups, but sales couldn't tell which ones were worth chasing.

The strategic change was measurement: we rebuilt conversion tracking around activated trials instead of form fills and restructured paid search around that signal.

Free trials per month grew 5x, and Uplisting went from $100,000 to $3,000,000 ARR.

Read the full case study →
spell fintech digital marketing case study
ppc agency

What you get

1. A written PPC strategy covering channels, budget split, structure and measurement
2. An account architecture map for each platform and market
3. A CRM conversion mapping plan for offline conversion imports
4. A prioritised 90-day action plan with owners
5. A walkthrough session with your team or agency

PPC strategy, management, or both?

A PPC strategy sets direction. PPC management is the weekly work of running the account: bids, search terms, ad tests and budgets. Some clients only need the first. Most who come to us with a strategy brief end up wanting both, because the strategy is only as good as its execution.

Demand creation
Self-serve / PLG

YouTube and Display to problem-aware personas. Measured on branded search lift and direct signups.

Sales-led / enterprise

LinkedIn reach at named ICP accounts. Measured on audience demographic quality and engagement.

Demand capture
Self-serve / PLG

Google and Microsoft Search on solution-aware and “best tool for X” terms. Measured on visit-to-trial rate.

Sales-led / enterprise

Google and Microsoft Search on solution-aware and “best tool for X” terms. Measured on qualified leads.

Shortlist
Self-serve / PLG

Competitor and alternative-to terms, pricing page retargeting. Measured on trial starts and cost per activated trial.

Sales-led / enterprise

High-intent and competitor terms, retargeting of integrations and security pages. Measured on demos that reach qualified opportunity stage, not just demos booked.

Expansion
Self-serve / PLG

Customer Match lookalikes and in-product upgrade nudges. Measured on expansion ARR per paid touch.

Sales-led / enterprise

Account-based retargeting for new business units and seats. Measured on net revenue retention influenced by paid.

Why PPC Strategy Matters

Every change made in a PPC account sits on top of a decision someone made earlier about budget, structure or what counts as a conversion. If those decisions are wrong, better ad copy and sharper bidding just bring in more of the wrong leads, faster. A clear PPC strategy means each week of management moves the account closer to pipeline, instead of polishing something that was pointed in the wrong direction from the start.

Most accounts we're asked to fix don't have a management problem. They have a strategy problem that's been managed very carefully for two years.

Useful links to our services

If you already know you want hands-on management, these pages go into more detail:

Paid SearchPaid search agency for Google and Microsoft search campaigns
Google Ad ManagementGoogle Ads management for scaling a Google Ads account
B2B PPCB2B PPC agency for our full B2B paid media service

Get the plan right before the budget goes up .

Tell us what you're spending, where, and what's not adding up. We'll come back with a proposal for a PPC strategy engagement scoped to your accounts.

Michéal Breslin
Written by
Michéal Breslin, Managing Director of Lever Digital

Michéal has spent 10+ years leading B2B paid acquisition for SaaS, FinTech and marketplace companies, including in-house roles at PayPal and Zettle before founding Lever. He has managed £50M+ in ad spend across Google, Microsoft, LinkedIn and Meta, and writes regularly on SaaS PPC benchmarks, CAC measurement and multi-channel budget allocation.

Lever Digital is a Google Partner and a 2026 UK Paid Media Awards finalist.

Last reviewed
September 2026
by Michéal Breslin

Your PPC strategy questions, answered.

What should a PPC strategy include?
A good PPC strategy covers which channels get budget and why, how each account is structured, which conversions the platforms optimise towards, and the KPIs it will be judged on. It should end with a dated plan, not just recommendations.
How is a B2B PPC strategy different from a B2C one?
B2B sales cycles are longer and most leads aren't customers. A B2B PPC strategy has to connect ad platforms to CRM outcomes, plan for a smaller pool of high-intent searches, and exclude audiences who will never buy.
What's the difference between PPC consultancy and a PPC agency?
PPC consultancy gives you the strategy and leaves execution with your team. A PPC agency runs the account day to day. Lever offers both, and many clients start with a strategy engagement before deciding.
Do we have to move our account to Lever?
No. The strategy is written so your in-house team or current agency can run it. We'll stay on for a review session if that helps.
How often should a PPC strategy be reviewed?
At least once a year, and whenever something big changes: a new market, a new product, a jump in budget, or a change in how sales qualifies leads.

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