marketing-demand-acquisition

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Marketing Demand & Acquisition

营销获客

Acquisition playbook for Series A+ startups scaling internationally (EU/US/Canada) with hybrid PLG/Sales-Led motion.
针对采用PLG/销售驱动混合模式、面向国际(欧盟/美国/加拿大)扩张的A轮及以上初创企业的获客指南。

Table of Contents

目录

Role Coverage

职责范围

RoleFocus Areas
Demand Generation ManagerMulti-channel campaigns, pipeline generation
Paid Media MarketerPaid search/social/display optimization
SEO ManagerOrganic acquisition, technical SEO
Partnerships ManagerCo-marketing, channel partnerships

角色重点领域
获客经理多渠道营销活动、销售管线搭建
付费媒体营销专员付费搜索/社交/展示广告优化
SEO经理自然流量获取、技术SEO
合作伙伴经理联合营销、渠道合作伙伴

Core KPIs

核心关键指标

Demand Gen: MQL/SQL volume, cost per opportunity, marketing-sourced pipeline $, MQL→SQL rate
Paid Media: CAC, ROAS, CPL, CPA, channel efficiency ratio
SEO: Organic sessions, non-brand traffic %, keyword rankings, technical health score
Partnerships: Partner-sourced pipeline $, partner CAC, co-marketing ROI

获客: MQL/SQL数量、单次销售机会成本、营销来源销售管线金额、MQL→SQL转化率
付费媒体: CAC、ROAS、CPL、CPA、渠道效率比
SEO: 自然流量会话数、非品牌流量占比、关键词排名、技术健康得分
合作伙伴: 合作伙伴来源销售管线金额、合作伙伴CAC、联合营销投资回报率

Demand Generation Framework

获客框架

Funnel Stages

漏斗阶段

StageTacticsTarget
TOFUPaid social, display, content syndication, SEOBrand awareness, traffic
MOFUPaid search, retargeting, gated content, email nurtureMQLs, demo requests
BOFUBrand search, direct outreach, case studies, trialsSQLs, pipeline $
阶段策略目标
顶部漏斗(TOFU)付费社交、展示广告、内容分发、SEO品牌曝光、流量获取
中部漏斗(MOFU)付费搜索、重定向广告、 gated content、邮件培育MQL获取、演示请求
底部漏斗(BOFU)品牌搜索、直接触达、案例研究、试用SQL获取、销售管线金额

Campaign Planning Workflow

营销活动规划流程

  1. Define objective, budget, duration, audience
  2. Select channels based on funnel stage
  3. Create campaign in HubSpot with proper UTM structure
  4. Configure lead scoring and assignment rules
  5. Launch with test budget, validate tracking
  6. Validation: UTM parameters appear in HubSpot contact records
  1. 定义目标、预算、时长、受众
  2. 根据漏斗阶段选择渠道
  3. 在HubSpot中创建带有规范UTM结构的营销活动
  4. 配置线索评分与分配规则
  5. 投入测试预算启动,验证追踪效果
  6. 验证: UTM参数在HubSpot联系人记录中正常显示

UTM Structure

UTM结构

utm_source={channel}       // linkedin, google, meta
utm_medium={type}          // cpc, display, email
utm_campaign={campaign-id} // q1-2025-linkedin-enterprise
utm_content={variant}      // ad-a, email-1
utm_term={keyword}         // [paid search only]

utm_source={channel}       // linkedin, google, meta
utm_medium={type}          // cpc, display, email
utm_campaign={campaign-id} // q1-2025-linkedin-enterprise
utm_content={variant}      // ad-a, email-1
utm_term={keyword}         // [仅付费搜索使用]

Paid Media Channels

付费媒体渠道

Channel Selection Matrix

渠道选择矩阵

ChannelBest ForCAC RangeSeries A Priority
LinkedIn AdsB2B, Enterprise, ABM$150-400High
Google SearchHigh-intent, BOFU$80-250High
Google DisplayRetargeting$50-150Medium
Meta AdsSMB, visual products$60-200Medium
渠道适用场景CAC范围A轮优先级
LinkedIn AdsB2B、企业客户、ABM$150-400
Google Search高意向、BOFU阶段$80-250
Google Display重定向广告$50-150
Meta Ads中小企业、视觉类产品$60-200

LinkedIn Ads Setup

LinkedIn Ads 设置

  1. Create campaign group for initiative
  2. Structure: Awareness → Consideration → Conversion campaigns
  3. Target: Director+, 50-5000 employees, relevant industries
  4. Start $50/day per campaign
  5. Scale 20% weekly if CAC < target
  6. Validation: LinkedIn Insight Tag firing on all pages
  1. 为项目创建营销活动组
  2. 结构:认知 → 考虑 → 转化类营销活动
  3. 定向:总监及以上职位、员工规模50-5000人、相关行业
  4. 每个营销活动初始日预算$50
  5. 若CAC低于目标,每周扩容20%
  6. 验证: LinkedIn Insight Tag在所有页面正常触发

Google Ads Setup

Google Ads 设置

  1. Prioritize: Brand → Competitor → Solution → Category keywords
  2. Structure ad groups with 5-10 tightly themed keywords
  3. Create 3 responsive search ads per ad group (15 headlines, 4 descriptions)
  4. Maintain negative keyword list (100+)
  5. Start Manual CPC, switch to Target CPA after 50+ conversions
  6. Validation: Conversion tracking firing, search terms reviewed weekly
  1. 优先级:品牌词 → 竞品词 → 解决方案词 → 品类词
  2. 按主题紧密的5-10个关键词创建广告组
  3. 每个广告组创建3个响应式搜索广告(15个标题、4个描述)
  4. 维护包含100+关键词的否定词列表
  5. 初始使用手动CPC,累计50+转化后切换为目标CPA
  6. 验证: 转化追踪正常触发,每周审核搜索词

Budget Allocation (Series A, $40k/month)

预算分配(A轮,月预算$40k)

ChannelBudgetExpected SQLs
LinkedIn$15k10
Google Search$12k20
Google Display$5k5
Meta$5k8
Partnerships$3k5
See campaign-templates.md for detailed structures.

渠道预算预期SQL数量
LinkedIn$15k10
Google Search$12k20
Google Display$5k5
Meta$5k8
合作伙伴$3k5
详细结构请参考 campaign-templates.md

SEO Strategy

SEO策略

Technical Foundation Checklist

技术基础检查清单

  • XML sitemap submitted to Search Console
  • Robots.txt configured correctly
  • HTTPS enabled
  • Page speed >90 mobile
  • Core Web Vitals passing
  • Structured data implemented
  • Canonical tags on all pages
  • Hreflang tags for international
  • Validation: Run Screaming Frog crawl, zero critical errors
  • XML sitemap已提交至Search Console
  • Robots.txt配置正确
  • HTTPS已启用
  • 移动端页面速度得分>90
  • Core Web Vitals达标
  • 已部署结构化数据
  • 所有页面添加规范标签
  • 为国际站点添加Hreflang标签
  • 验证: 使用Screaming Frog爬取,无严重错误

Keyword Strategy

关键词策略

TierTypeVolumePriority
1High-intent BOFU100-1kFirst
2Solution-aware MOFU500-5kSecond
3Problem-aware TOFU1k-10kThird
层级类型搜索量优先级
1高意向BOFU词100-1k首要
2解决方案导向MOFU词500-5k次要
3问题导向TOFU词1k-10k第三

On-Page Optimization

页面优化

  1. URL: Include primary keyword, 3-5 words
  2. Title tag: Primary keyword + brand (60 chars)
  3. Meta description: CTA + value prop (155 chars)
  4. H1: Match search intent (one per page)
  5. Content: 2000-3000 words for comprehensive topics
  6. Internal links: 3-5 relevant pages
  7. Validation: Google Search Console shows page indexed, no errors
  1. URL:包含主关键词,长度3-5个词
  2. 标题标签:主关键词+品牌(不超过60字符)
  3. 元描述:行动号召+价值主张(不超过155字符)
  4. H1:匹配搜索意图(每页一个)
  5. 内容:主题类内容字数2000-3000字
  6. 内部链接:关联3-5个相关页面
  7. 验证: Google Search Console显示页面已收录,无错误

Link Building Priorities

外链建设优先级

  1. Digital PR (original research, industry reports)
  2. Guest posting (DA 40+ sites only)
  3. Partner co-marketing (complementary SaaS)
  4. Community engagement (Reddit, Quora)

  1. 数字公关(原创研究、行业报告)
  2. 客座投稿(仅DA40+站点)
  3. 合作伙伴联合营销(互补型SaaS)
  4. 社区参与(Reddit、Quora)

Partnerships

合作伙伴计划

Partnership Tiers

合作伙伴层级

TierTypeEffortROI
1Strategic integrationsHighVery high
2Affiliate partnersMediumMedium-high
3Customer referralsLowMedium
4Marketplace listingsMediumLow-medium
层级类型投入成本投资回报率
1战略集成极高
2联盟合作伙伴中高
3客户推荐
4市场平台入驻中低

Partnership Workflow

合作伙伴合作流程

  1. Identify partners with overlapping ICP, no competition
  2. Outreach with specific integration/co-marketing proposal
  3. Define success metrics, revenue model, term
  4. Create co-branded assets and partner tracking
  5. Enable partner sales team with demo training
  6. Validation: Partner UTM tracking functional, leads routing correctly
  1. 识别具有重叠目标客户、无竞争关系的合作伙伴
  2. 发送包含具体集成/联合营销方案的触达邮件
  3. 定义成功指标、收入模式、合作期限
  4. 创建联合品牌资产及合作伙伴追踪机制
  5. 为合作伙伴销售团队提供演示培训
  6. 验证: 合作伙伴UTM追踪正常运行,线索路由正确

Affiliate Program Setup

联盟计划设置

  1. Select platform (PartnerStack, Impact, Rewardful)
  2. Configure commission structure (20-30% recurring)
  3. Create affiliate enablement kit (assets, links, content)
  4. Recruit through outbound, inbound, events
  5. Validation: Test affiliate link tracks through to conversion
See international-playbooks.md for regional tactics.

  1. 选择平台(PartnerStack、Impact、Rewardful)
  2. 配置佣金结构(20-30% recurring)
  3. 创建联盟赋能工具包(素材、链接、内容)
  4. 通过 outbound、inbound、活动招募联盟伙伴
  5. 验证: 测试联盟链接可全程追踪至转化
区域策略请参考 international-playbooks.md

Attribution

归因分析

Model Selection

模型选择

ModelUse Case
First-TouchAwareness campaigns
Last-TouchDirect response
W-Shaped (40-20-40)Hybrid PLG/Sales (recommended)
模型适用场景
首次接触模型品牌曝光类活动
末次接触模型直接响应类活动
W型模型(40-20-40)PLG/销售驱动混合模式(推荐)

HubSpot Attribution Setup

HubSpot 归因设置

  1. Navigate to Marketing → Reports → Attribution
  2. Select W-Shaped model for hybrid motion
  3. Define conversion event (deal created)
  4. Set 90-day lookback window
  5. Validation: Run report for past 90 days, all channels show data
  1. 导航至 营销 → 报告 → 归因分析
  2. 为混合模式选择W型模型
  3. 定义转化事件(创建交易)
  4. 设置90天回溯窗口
  5. 验证: 生成过去90天的报告,所有渠道均显示数据

Weekly Metrics Dashboard

每周指标仪表盘

MetricTarget
MQLsWeekly target
SQLsWeekly target
MQL→SQL Rate>15%
Blended CAC<$300
Pipeline Velocity<60 days
See attribution-guide.md for detailed setup.

指标目标
MQL数量周度目标
SQL数量周度目标
MQL→SQL转化率>15%
综合CAC<$300
销售管线流转速度<60天
详细设置请参考 attribution-guide.md

Tools

工具

scripts/

scripts/

ScriptPurposeUsage
calculate_cac.py
Calculate blended and channel CAC
python scripts/calculate_cac.py --spend 40000 --customers 50
脚本用途使用方式
calculate_cac.py
计算综合及分渠道CAC
python scripts/calculate_cac.py --spend 40000 --customers 50

HubSpot Integration

HubSpot 集成

  • Campaign tracking with UTM parameters
  • Lead scoring and MQL/SQL workflows
  • Attribution reporting (multi-touch)
  • Partner lead routing
See hubspot-workflows.md for workflow templates.

  • 基于UTM参数的营销活动追踪
  • 线索评分及MQL/SQL自动化流程
  • 多触点归因报告
  • 合作伙伴线索路由
流程模板请参考 hubspot-workflows.md

References

参考资料

FileContent
hubspot-workflows.mdLead scoring, nurture, assignment workflows
campaign-templates.mdLinkedIn, Google, Meta campaign structures
international-playbooks.mdEU, US, Canada market tactics
attribution-guide.mdMulti-touch attribution, dashboards, A/B testing

文件内容
hubspot-workflows.md线索评分、培育、分配自动化流程
campaign-templates.mdLinkedIn、Google、Meta营销活动结构
international-playbooks.md欧盟、美国、加拿大市场策略
attribution-guide.md多触点归因、仪表盘、A/B测试

Channel Benchmarks (B2B SaaS Series A)

B2B SaaS A轮渠道基准数据

MetricLinkedInGoogle SearchSEOEmail
CTR0.4-0.9%2-5%1-3%15-25%
CVR1-3%3-7%2-5%2-5%
CAC$150-400$80-250$50-150$20-80
MQL→SQL10-20%15-25%12-22%8-15%

指标LinkedInGoogle SearchSEO邮件
CTR0.4-0.9%2-5%1-3%15-25%
CVR1-3%3-7%2-5%2-5%
CAC$150-400$80-250$50-150$20-80
MQL→SQL10-20%15-25%12-22%8-15%

MQL→SQL Handoff

MQL转SQL交接

SQL Criteria

SQL判定标准

Required:
✅ Job title: Director+ or budget authority
✅ Company size: 50-5000 employees
✅ Budget: $10k+ annual
✅ Timeline: Buying within 90 days
✅ Engagement: Demo requested or high-intent action
必填项:
✅ 职位:总监及以上或拥有预算决策权
✅ 公司规模:50-5000名员工
✅ 预算:年预算$10k+
✅ 时间线:90天内有采购计划
✅ 互动行为:已申请演示或高意向动作

SLA

服务水平协议(SLA)

HandoffTarget
SDR responds to MQL4 hours
AE books demo with SQL24 hours
First demo scheduled3 business days
Validation: Test lead through workflow, verify notifications and routing.
交接环节目标
SDR响应MQL4小时内
AE与SQL确认演示时间24小时内
首次演示完成预约3个工作日内
验证: 测试线索流转流程,确认通知及路由正常。