KlientBoost
Prepared for Nadine Long
Rotation Digital
Growth plan for the Rotation Digital fintech practice

Capture the buyers who are searching. Reach the ones who aren't yet.

A plan to bring new NetSuite and Pigment engagements to your fintech practice: paid search for the demand that already exists, LinkedIn for the finance leaders who haven't started looking, and tracking that ties both to closed deals.

01 of 07

What we heard

Here is our read of where the fintech practice is today and where you're taking it. Tell us what we got wrong.

Where you are

3business units coming together under the Rotation Digital name.
2core platforms in fintech: NetSuite and Pigment.
~$130Kfor a typical engagement.
22new engagements won this year, from partners and organic.

How an engagement starts today

1

A finance leader needs help

A CFO, FP&A leader or controller at a mid-market company, onboarding or already running NetSuite or Pigment.

2

A software partner refers them

Most of your leads come through partners today. Very few come from marketing you control.

3

Some find the website

The contact form sits near the bottom of the page, and each lead is picked up by hand.

4

An engagement begins

Most often an initial implementation, with smaller projects and ongoing support after.

No paid demand of your ownThere's no paid search or social running for fintech today, so growth depends on partners.
Leads land slowlyThe form is hard to find, and nothing routes a lead to a person automatically.
A destination to settleWith the brands consolidating, where campaigns should send people is still open.

Where you're going

A

Quick wins in Q4

Something live this quarter that shows what marketing can add.

A few quick wins I can do in Q4.
B

Year-end projects

FP&A teams with budget left at year end, looking for short projects.

Looking to find a way to spend it.
C

3 to 5 new engagements a month

Your target, worked back from the goals set at the top.

Show them what's possible here.
D

Clear message, fast to live

One simple message: we help you with your software.

Speed to live was pretty good.
E

A 2027 strategy

A longer-term plan as the practice moves under the Rotation Digital brand.

An actual strategy for next year.

What has to be true to get there

  1. Agreed goals. A shared target for leads, opportunities and closed deals, worked back from the goals set at the top.
  2. A clear message for each buyer, and a place to send them that matches it.
  3. Tracking from click to closed deal, so the program is judged on pipeline, not form fills.
  4. A budget approved and ad accounts ready, with a timeline everyone can see.
So we looked at the market to see how much demand exists and where it lives. That's next.
02 of 07

What we found

Search demand from Google's own data for the 12 months to August 2026, US only. Open any finding to see what's behind it.

~7,500searches a month for the services you sell
~2,700of them about NetSuite, the largest share
2.5xmore NetSuite searches in March than in December
1

Search demand is real, and it has a ceiling

Enough people search for NetSuite and Pigment help to run a focused program. Not enough to absorb a large budget on intent alone.

$5K to $7Ka month search can put to good use today
See the searches
What people searchSearches a monthGoogle's top-of-page bid
Your brand ("quebit")330$5 to $20
Looking for a NetSuite partner ("netsuite implementation partner," "netsuite consultant")1,970$24 to $197
Already on NetSuite ("netsuite planning and budgeting," "netsuite optimization")730$20 to $92
Any platform ("fp&a consulting," "erp implementation partner")930$10 to $30
Pigment and planning software ("pigment software," "pigment vs anaplan")930$8 to $32
Other NetSuite and planning partners by name940$7 to $38

Bids are the range Google reports for showing at the top of the page. Searches for a NetSuite partner are the most valuable and the most expensive. That's where the budget goes first.

2

Q4 is the quiet season for search

NetSuite searches bottom out in November and December, then climb into a March peak. A Q4 start means the program is tuned before buyers come back.

1,640 to 4,160NetSuite searches, December to March
See the season
MonthNetSuite searches
October 20252,210
November 20251,760
December 20251,640
January 20262,340
February 20262,400
March 20264,160

So we judge Q4 on qualified leads and opportunities. Closed engagements follow on your sales cycle, and search pays most from February.

3

Pigment buyers don't search for a partner

About 20 searches a month ask for Pigment implementation or consulting. Far more people research the software itself, and that interest is growing fast.

~20searches a month for a Pigment partner
Why that matters
  • "pigment software": about 590 searches a month, steady all year.
  • "pigment vs anaplan": up 200% on last year.
  • "pigment pricing": up 120% on last year.

The Pigment buyer is easier to reach by who they are than by what they type. That's the job LinkedIn does in this plan.

4

Today's pages aren't built to convert ad traffic

The NetSuite page carries no client results. The Pigment page's main button sends visitors to Pigment's own free trial.

0client results on the NetSuite page
See the details
  • NetSuite page: describes the platform well, but shows no client result or story about QueBIT's work.
  • Pigment page: strong proof, including the VDX.tv results. But "Start your free trial" hands a ready buyer to the software company.
  • Both: the form sits low on the page, below the point most ad visitors reach.

Paid visitors give a page a few seconds. The page they land on has to match the ad, show proof fast and ask for the conversation.

The short version: search can capture the demand that exists, especially for NetSuite. LinkedIn has to create the rest, especially for Pigment. And every lead needs a page built for it and tracking that follows it to a closed deal.
03 of 07

What we'd propose

A starting point, not a final answer. Google captures demand, LinkedIn creates it, landing pages convert it, and tracking proves what it's worth. Each part ends with the questions we'd like your take on.

Capture

Google Ads

Five campaigns, each with its own budget, so the money follows intent.

Five lanes of intent

Each kind of search gets its own campaign and budget, so spend follows intent. Open the lanes to see the searches behind each one and set your priorities.

The five lanes: how would you prioritize them?

Monthly US searches from Google's data. Tap a priority for each lane as we talk it through.

Your brand

People searching for QueBIT by name. Cheap to win, and worth protecting.

330searches a month

NetSuite

Companies choosing a NetSuite partner, or improving the NetSuite they already run.

2,700searches a month

Pigment

Finance teams researching Pigment or comparing it with other planning tools.

930searches a month

Any platform

FP&A and ERP help searches that name no platform. The ads say NetSuite and Pigment up front, so the wrong fit doesn't click.

930searches a month

Other partners by name

A measured test on searches for other NetSuite and planning partners.

940searches a month
Your take
  • Does this match how you think about your buyers? Is anyone missing, such as clients on other planning tools?
  • Are any partners off limits? Some may send you referrals.

Brand defense at the lowest workable bid

Your brand searches are cheap to win. We bid at Google's own first-page estimate instead of letting automation overpay for your own name.

Marketing Maturity Mountain

Every stage has a numeric exit trigger. When we win about 80% of the searches available and no new keywords are left, search is done growing. That's the point where we'd tell you to stop adding search budget.

Create

LinkedIn Ads

Reach CFOs and FP&A leaders before they search, and spend the expensive impressions only where interest is proven.

The Reach Ratio™

Pipeline comes from reaching each person 10 to 15 times every 90 days. Your audience size and that frequency set the budget, not a guess.

The Bouncer

Nothing gets exec budget until the account proves it belongs. We reach FP&A managers, directors and controllers first, let LinkedIn score which companies engage, and only then show CFO-level ads inside those companies.

The Impression-Share Exclusion Rule

We cut wasted audiences by the share of spend they take, not by how tidy the targeting looks. Under 2%, we leave it. Over 10%, it goes.

Your take
  • Which titles matter most: CFO, VP Finance, FP&A leaders, controllers?
  • Which LinkedIn page should the ads run from, and how active is it today?
  • Do you have a list of target companies we should start from?
  • Can your team produce LinkedIn ads in house, or should our creative team? See the tiers under Build your plan.
Convert

CRO: landing pages

Pages built for ad traffic: matched to the ad, proof up top, the form where people can see it.

A page that matches the search

Every buyer lands on a page that matches the ad they clicked. The form asks what they're working on, so your team knows the need before the first call.

Three ways to build it

The right choice depends on who you most need to reach. Pick one and it carries into Build your plan.

Your take
  • Who do you most need to reach first, NetSuite or Pigment buyers?
  • Are they the same companies, or separate conversations?
  • What does each buyer need to see before they reach out?
Prove

Business Intelligence

Judge every keyword and audience by the deals it produces, not the forms it collects.

Feed the algorithm a healthy diet

Offline conversion tracking sends opportunities and closed deals from HubSpot back to Google and LinkedIn. Both platforms then learn which searches and people turn into engagements, not just leads.

The question it answers

Which keyword produces your cheapest customer? Most companies don't know. You will, and that's the number that earns more budget.

Your take
  • What makes a lead qualified for your team?
  • Which HubSpot deal stage counts as an opportunity?

Capture now, or build pipeline? Setting the mix

Your $15,000 a month, split between Google and LinkedIn. More on Google captures more of the demand that exists today. More on LinkedIn builds pipeline for a buying decision that takes months.

More pipeline buildingMore demand capture
8 to 17leads a month from Google
$300 to $625cost per lead from Google
Full buildLinkedIn runs The Bouncer: engaged companies first, then CFOs

A projection, not a forecast. It uses Google's own bid data for your searches and typical B2B conversion rates. Above about $7,000, Google runs out of the most valuable searches, so each added dollar buys fewer leads and the line curves rather than climbs straight. A few of these leads will be people already searching for QueBIT by name.

Our recommendation: $5,000 on Google and $10,000 on LinkedIn. It starts capturing real demand today, starts building pipeline for the longer decision, and gives you baselines you've never had: cost per lead, lead-to-opportunity rate and cost per opportunity.

Things to weigh as we set the budget

  • Search has a ceiling. About 7,500 searches a month, and Q4 is the quiet season. It captures demand. It doesn't create it.
  • LinkedIn takes longer to turn into leads. It reaches finance leaders before they search, which suits a decision this size, but expect direct leads to build over 60 to 90 days.
  • If you need a firm lead number this quarter, lean toward search now and shift toward LinkedIn as the Q1 search peak arrives.
  • The Bouncer needs about $10,000 a month. Below that, LinkedIn runs a simpler program that reaches fewer CFOs.
  • The mix doesn't have to be final on day one. Search can launch first, with LinkedIn added when you're ready, and the split can move month to month as the data comes in.

Where this goes in 2027

Q4 builds the base. The plan for next year builds on what it proves.

  • Into the search peak. Budget follows the searches producing deals as demand climbs toward March.
  • Under one brand. Campaigns and pages move to the Rotation Digital name on your timeline.
  • Beyond fintech. The same approach, ready for the other practices once fintech shows the way.
04 of 07

Working with us

Who you work with, how we work together, and what you can count on.

Who you work with

Your day-to-day leadGrowth Manager

Owns your account and your goals across Google and LinkedIn. Runs the monthly strategy call and day-to-day email.

Ongoing
Senior oversightGrowth Director

Reviews strategy and results with your Growth Manager behind the scenes.

Ongoing
Search depthPaid Search Specialist

Joins for the campaign build and any complex search work.

As needed
Your dataBusiness Intelligence team

Builds offline conversion tracking from HubSpot to Google and LinkedIn.

For the tracking build
Your landing pagesCRO Specialist

Builds the landing pages and the form.

For the page build

How we work together

Step 1

You share the proof

Client results, approved claims and the titles you most want to reach.

You
Step 2

We build

Campaigns, audiences, ad copy, landing pages and tracking.

KlientBoost
Step 3

You review

Every ad and page comes to you before it goes live.

You
Step 4

Live, read and refined

We read the results, move budget to what works and bring you the next move.

Together

What you can expect from us

Nothing goes live without youEvery ad and every page comes to you for review first.
Judged on pipelineReporting on opportunities and closed deals, not clicks and form fills.
Rules with numbersWhen to add budget, when to stop and what to cut, each tied to a threshold you can check.
Straight answersWhen the math doesn't work, we say so. We'd rather tell you than take the budget.
One monthly call, quick emailA monthly strategy call with results and recommendations, plus prompt email between calls.
Ready for the brand changeCampaigns and pages move to the Rotation Digital name when you're ready.

What we'd need from you to start

  • A decision on the Google Ads account: a new one for fintech, or building on the one you already have.
  • Access to LinkedIn Campaign Manager.
  • Admin access to the LinkedIn Company Page the ads will run from, and a decision on which page that is.
  • The LinkedIn Insight Tag on your website and landing pages, installed by your web team or by us with tag manager access.
  • A HubSpot contact who can help us connect forms and deal stages.
  • Access to the website where the landing pages will live, or a contact on your web team.
  • Where campaigns should send people: QueBIT, Rotation Digital, or both.
  • Client results we can use, especially for NetSuite, and the buyer titles you most want to reach.
05 of 07

Month one, step by step

Weeks count from the day we start, which we schedule once the agreement is signed. Bars marked YOU or BOTH are where your team is part of the work.

KB: KlientBoost YOU: your team BOTH: together Milestone

Swipe the chart sideways to see all four weeks.

Workstream
Week 1
Week 2
Week 3
Week 4
Access + decisionsTogether
TrackingYou + us
Landing pagesWe build, you approve
Google AdsWe build, you approve
LinkedIn AdsWe build, you approve

Indicative. Bars marked YOU move with your team's access, approvals and website timing.

Days 1 to 30

Build and launch

  • Tracking connected and tested
  • Landing pages live
  • Google live across all five campaigns
  • LinkedIn live right behind it, starting with the first audience layer
Days 31 to 60

First read

  • CFO-level ads turn on inside the companies that engaged
  • Budget moves toward the searches and audiences producing leads
  • First opportunities traced back to their source
Days 61 to 90

Set up for the peak

  • Lead and opportunity targets agreed on real numbers
  • Budget plan for the Q1 search peak
  • The 2027 plan, ready for the brand change
06 of 07

Build your plan

Move the sliders, pick a landing page option and add creative if you need it. Monthly and one-time costs are shown separately. Ad spend is paid directly to Google and LinkedIn.

Google Ads management Core

Strategy, the five-campaign build, ad copy, ongoing optimization and monthly reporting. The greater of $2,500 a month or 10% of ad spend, never both.

$2,500per month
Search demand in your category is strongest up to about $7,000 a month. Above that, we broaden to reach more searches, and each added dollar buys fewer leads.

LinkedIn Ads management Core

Strategy, audience build, ad copy, ongoing optimization and monthly reporting. Normally $2,500 a month. As your second channel, it's $2,250, a $250 a month discount because strategy and reporting are shared with Google. The greater of that fee or 10% of ad spend, never both.

$2,250per month
Our published US median for a LinkedIn click is $16.18. LinkedIn needs about 20 clicks a day to learn, and the full build (The Bouncer) needs about $10,000 a month.
Below the full build. Under about $10,000 a month, LinkedIn learns more slowly and runs a simpler program that reaches fewer CFOs.
Enough for LinkedIn to learn, with room for the CFO layer.

Performance Creative Optional

LinkedIn ads designed and produced by our creative team, if your team can't produce them in house. Each tier includes creative strategy and works across every ad format and platform. The mix can change month to month: more statics one month, more video the next, wherever performance leads.

$0per month

Pairs with LinkedIn. Walk through the three tiers

Business Intelligence: offline conversion tracking Core

Connects HubSpot to Google and LinkedIn, so opportunities and closed deals flow back to the platforms that produced them.

$1,500one time

CRO: landing pages Core

Carried over from What we'd propose. Change it here or there.

07 of 07

What's included

What you get, and what each piece costs on its own.

IncludedNormally
Google Ads management$2,500 / month
LinkedIn Ads management$2,500 / month
Second-channel discount on LinkedIn−$250 / month
You pay, monthly$4,750 / month
Business Intelligence: offline conversion tracking$1,500 one time
CRO: landing pages$2,000 per page, one time
Performance Creative, optional$1,500, $3,000 or $5,000 / month

Management at the spend shown in Build your plan. The LinkedIn discount applies while LinkedIn runs alongside Google.

In scope

  • Google Ads strategy, build and management across five campaigns
  • LinkedIn Ads strategy, audience build and management
  • Ad copy for Google and LinkedIn
  • Landing pages and the form, built for ad traffic
  • Performance Creative for LinkedIn, if you add it
  • Offline conversion tracking from HubSpot to Google and LinkedIn
  • Monthly strategy call and reporting on leads, opportunities and closed deals

Not in scope

  • SEO, which stays with your organic partner
  • Lead routing and follow-up inside HubSpot, which your team owns
  • Designed creative production, unless you add Performance Creative
  • Other platforms, such as Meta or Microsoft Ads
  • Your other practices, until fintech shows the way
  • Website redesign beyond the landing pages
  • Ad spend, paid directly to Google and LinkedIn