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Case Study

How We Turned a $12M SaaS Company's "Broken Funnel" Into a

3.2x ROAS Machine in 90 Days

The complete breakdown of how OFFSAGE killed 6 underperforming campaigns, rebuilt CloudMetrics' audience targeting from scratch, and unlocked $127k in monthly revenue.

The Client: CloudMetrics

Company Snapshot

Industry: B2B SaaS (Cloud Infrastructure Analytics)
Annual Recurring Revenue: $12M
Team Size: 75 employees
Monthly Ad Spend: $38,000 (Meta, LinkedIn, Google Ads)
Sales Cycle: 14-21 days (demo → trial → paid conversion)

What They Do

CloudMetrics provides real-time cloud cost analytics for DevOps teams at mid-market tech companies. Their platform helps engineering leaders optimize AWS, Azure, and GCP spending by identifying waste and recommending infrastructure changes.

Their ideal customer: Engineering managers or CTOs at companies spending $50k+/month on cloud infrastructure.

Why They Came to OFFSAGE

In December 2023, CloudMetrics' Head of Growth, Marcus Rodriguez, reached out with a common but critical problem:

"We're spending $38k/month on ads and getting tons of demo requests, but our trial-to-paid conversion is abysmal. Our previous agency kept saying we needed 'more traffic,' but we knew something was fundamentally broken in our funnel."

Their previous agency had been running campaigns for 18 months with minimal strategic iteration. The approach: broad targeting, generic "book a demo" messaging, and monthly reports full of vanity metrics.

The Red Flags We Spotted Immediately

The Challenge: A "Leaky Bucket" Problem

What CloudMetrics Thought the Problem Was

"We need more top-of-funnel traffic. Our demo request volume is too low."

What We Discovered in Week 1

After analyzing 14 months of ad spend data, CRM records, and product usage analytics, we found the real problem:

The Actual Problem

CloudMetrics was attracting the wrong demos.

Their campaigns were optimized for quantity (demo requests), not quality (demos from companies that actually fit their ICP).

1.8x
ROAS (Target: 3x+)
14%
Trial → Paid (Industry avg: 22%)
$210
CAC (Target: $120)

The Data Told a Story

Audience Segment % of Ad Spend Demo → Trial Rate Trial → Paid Rate Verdict
Broad "DevOps" interests 32% 68% 4% Wasted
Lookalike (all customers) 28% 61% 9% Wasted
LinkedIn job titles 15% 55% 18% Mediocre
Retargeting (website visitors) 12% 74% 31% Goldmine
Intent signals (pricing page) 8% 82% 47% Goldmine
Other campaigns 5%

Key Finding

60% of their ad spend was going to audiences with sub-10% trial-to-paid rates. Meanwhile, only 20% of their budget was allocated to high-intent audiences that converted at 31-47%.

Why This Was Happening

Our Approach: Conversion Momentum™

Instead of asking "How do we get more demos?", we asked:

The Right Question

"Who are the people who actually pay for CloudMetrics—and how do we find more of them?"

We deployed our proprietary Conversion Momentum™ framework:

Phase 1: Map (Week 1-2)

Goal: Reverse-engineer CloudMetrics' top 20% of customers to build predictive audience models.

What We Did:

Phase 2: Match (Week 3-4)

Goal: Align creative messaging to each micro-decision in the customer journey.

What We Did:

Phase 3: Multiply (Week 5-12)

Goal: Build scalable systems to improve trial-to-paid conversion without manual work.

What We Did:

Week-by-Week Breakdown

Week 1: Audit & Discovery

What we delivered: 47-page audit report + 23-minute Loom walkthrough

Key insight: "You're paying $17,800/month to talk to people who will never buy."

Week 2: Audience Modeling

What we built: 3 high-value personas + 12 new audience segments

Milestone: Killed the "Broad DevOps" campaign ($12k/month savings)

Week 3: Creative Overhaul

What we shipped: 18 new ad variants across 3 messaging tiers

First win: CTR improved by 41% in the first 72 hours

Week 4: Retargeting Launch

What we launched: 7 micro-retargeting campaigns based on user behavior

Result: Trial-to-paid conversion jumped from 14% → 19%

Week 5-6: Optimization Sprint

What we tested: 34 creative variations + 8 landing page changes

Winner: "ROI Calculator" ad drove 3.7x more paid conversions

Week 7-8: Scale Phase

What we did: Doubled budget on top 4 campaigns, killed 3 underperformers

Milestone: First $50k revenue month from paid ads (previous high: $31k)

Week 9-10: Automation Rollout

What we built: High-intent scoring system + automated email sequences

Impact: Sales team closed 22% more demos without adding headcount

Week 11-12: Performance Lock-In

What we optimized: Creative refresh cadence (every 18 days) + budget reallocation

Final result: ROAS stabilized at 3.2x (up from 1.8x)

The Turning Point

Week 4 was when everything clicked. After killing the broad campaigns and launching micro-retargeting, trial-to-paid conversion jumped 5 percentage points in 7 days. Marcus (Head of Growth) messaged us: "Whatever you just did, do more of that."

The Results: 3.2x ROAS in 90 Days

3.2x
ROAS (up from 1.8x)
+78%
ROAS Improvement
27%
Trial→Paid (up from 14%)
$127k
Monthly Revenue from Ads

Complete Performance Comparison

Metric Before OFFSAGE After 90 Days Change
Monthly Ad Spend $38,000 $40,000 +5%
Monthly Revenue (from ads) $68,400 $127,000 +86%
ROAS 1.8x 3.2x +78%
Demo Requests 287/month 218/month -24%
Demo → Trial Rate 62% 71% +15%
Trial → Paid Rate 14% 27% +93%
CAC (Customer Acq. Cost) $210 $122 -42%
Paid Customers (per month) 25 41 +64%
Payback Period 8.4 months 4.9 months -42%

The Counterintuitive Win

We got 24% fewer demo requests, but 64% more paid customers.

By focusing on quality over quantity, we helped CloudMetrics spend less time on unqualified demos and more time closing deals.

What Changed, Specifically?

❌ Before OFFSAGE

  • 60% of budget on broad, low-intent audiences
  • Same generic messaging for all funnel stages
  • No behavior-based retargeting
  • 14% trial-to-paid conversion
  • $210 CAC

✓ After OFFSAGE

  • 80% of budget on high-intent, ICP-matched audiences
  • 3-tier messaging aligned to customer journey
  • 7 micro-retargeting campaigns active
  • 27% trial-to-paid conversion
  • $122 CAC

5 Key Strategies That Drove Results

1. We Killed $17.8k/Month in Wasted Campaigns

The Problem: CloudMetrics was running 14 campaigns. Six of them had never generated a single paid customer.

What We Did:

Impact: Instant 42% improvement in overall ROAS just from budget reallocation.

Campaigns We Killed

2. We Built Audiences Based on Behavior, Not Demographics

The Problem: Their previous agency targeted "DevOps Engineers aged 30-45 interested in cloud computing." Too broad.

What We Did:

Impact: Intent-based audiences converted at 4.2x higher rates than demographic targeting.

3. We Rebuilt Creative to Address Real Objections

The Problem: Ads said "Optimize your cloud costs" (what the product does) instead of addressing why someone would care.

What We Did:

Impact: Objection-focused ads had 2.3x higher click-through rates and 1.8x higher trial signups.

4. We Created a "High-Intent Scoring" System

The Problem: The sales team was spending equal time on all demos, even though some were clearly more likely to buy.

What We Did:

Impact: Sales team closed 22% more deals without working longer hours. They simply focused on the right people.

5. We Rotated Creative Every 18 Days (Before It Fatigued)

The Problem: CloudMetrics ran the same 4 ads for 6 months. CTR dropped 41% over that period.

What We Did:

Impact: Sustained high CTR (2.8-3.4%) for the entire 90-day period (industry average: 1.2%).

The 3 Biggest Wins

Win #1: The "ROI Calculator" Ad

Performance

Conversion Rate: 11.2% (vs. 3.1% average)
CAC: $87 (vs. $210 average)
Paid Customers Generated: 14 in first 30 days

What Made It Work:

The Ad Copy:

"Engineering teams at companies like yours are wasting an average of $47k/month on cloud costs. Use our free calculator to see your exact waste—takes 60 seconds."

Why It Outperformed: It gave value before asking for a demo. Most SaaS ads demand a demo upfront. This one built trust first.

Win #2: Micro-Retargeting for Onboarding Drop-Offs

Performance

Recovered Trial Users: 37 (who had previously abandoned onboarding)
Paid Conversion Rate: 43% (vs. 14% baseline)
Revenue Recovered: $63,000 in 60 days

What Made It Work:

The Insight: Most agencies would have written these users off as "low intent." We saw them as "high intent but stuck." Big difference.

Win #3: LinkedIn "FinOps Champion" Campaign

Performance

CAC: $98 (lowest of all campaigns)
Trial→Paid Rate: 39%
Average Deal Size: $18,000/year (vs. $12,000 average)

What Made It Work:

Why It Outperformed: These users didn't need to be convinced cloud cost optimization mattered—it was literally their job. They just needed to know CloudMetrics was the best tool.

Pattern Recognition

All 3 wins had one thing in common: They targeted people based on behavior or role, not demographics.

Demographics tell you who someone is. Behavior tells you what they're trying to do. The latter converts.

Challenges & Lessons Learned

Challenge #1: Stakeholder Anxiety During Campaign Pauses

What Happened:

In Week 2, when we paused 6 campaigns (including their largest one at $12k/month), CloudMetrics' CEO got nervous.

"We just cut 40% of our ad spend. What if demo volume tanks and we miss our Q1 target?"

How We Handled It:

The Outcome: After 14 days, demo-to-trial rate improved from 62% → 71%. The CEO never asked to restore the old campaigns.

Lesson: Killing campaigns is scary. But showing the opportunity cost of keeping them makes the decision obvious.

Challenge #2: Creative Fatigue Hit Faster Than Expected

What Happened:

In Week 7, our top-performing ad ("ROI Calculator") saw CTR drop from 4.2% → 2.1% in just 9 days.

Why It Happened:

How We Fixed It:

The Outcome: CTR recovered to 3.8% and stayed stable for 4+ weeks.

Lesson: Even great ads fatigue. Build creative rotation into your workflow from day one.

Challenge #3: Sales Team Couldn't Keep Up

What Happened:

In Week 8, demo volume was so high that the sales team (3 people) couldn't respond within 24 hours. Response time ballooned from 4 hours → 31 hours.

Why It Mattered:

How We Fixed It:

The Outcome: Response time dropped to 6 hours, and conversion rate recovered to 26%.

Lesson: More leads isn't always better. Better leads + faster response = higher conversion.

What We'd Do Differently

What CloudMetrics Had to Say

"Our previous agency was just executing campaigns. OFFSAGE actually strategizes. They found waste we didn't even know existed, rebuilt our targeting from scratch, and helped us almost double our paid customer acquisition in 90 days."

"The biggest difference? They don't optimize for vanity metrics. They optimize for revenue. Demo requests went down, but paid customers went up 64%. That's all we care about."

Marcus Rodriguez

Head of Growth, CloudMetrics

6 Months Later: Where Are They Now?

As of September 2024 (6 months post-engagement), CloudMetrics has:

The Long-Term Impact

Most agency engagements see results decay after the agency leaves. CloudMetrics' ROAS has improved by 6% since we transitioned them to their in-house team—because we built systems they could own, not just campaigns they'd rent.

Why They're Still a Client

After the initial 90-day sprint, CloudMetrics could have brought everything in-house. Instead, they kept us on retainer (at a reduced rate) for:

Marcus put it this way:

"We could do this ourselves now, but why would we? OFFSAGE costs us $4k/month and generates an extra $40k/month in revenue. That's a 10x return on a retainer. We'd be stupid to cancel."

The Conversion Momentum™ Framework

This case study was powered by our proprietary Conversion Momentum™ framework. Here's how it works:

Phase 1: Map (Predictive Audience Modeling)

Goal: Identify who your best customers are—and find more of them.

What We Do:

For CloudMetrics:

Why This Works

Most agencies build audiences around who someone is (demographics). We build them around what someone does (behavior). Behavior predicts intent. Demographics don't.

Phase 2: Match (Creative Messaging Alignment)

Goal: Align your messaging to each micro-decision in the customer journey.

What We Do:

For CloudMetrics:

Why This Works

Most brands show the same ad to cold prospects and hot leads. That's like proposing marriage on the first date. We match messaging to the stage of the relationship.

Phase 3: Multiply (Scalable Retention Loops)

Goal: Build systems that improve conversion without manual work.

What We Do:

For CloudMetrics:

Why This Works

Most agencies focus on the top of the funnel (getting traffic). We focus on the entire funnel—because a 10% improvement in trial-to-paid conversion is worth more than a 50% increase in traffic.

7 Key Takeaways You Can Apply Today

1. Audit Your Worst-Performing 20% of Campaigns

CloudMetrics had 6 campaigns that produced <5 paid customers combined. Killing them freed up $17.8k/month for better campaigns.

Action: Look at your last 90 days. Which campaigns have the worst ROAS? Pause them for 14 days and reallocate budget.

2. Build Audiences Around Behavior, Not Demographics

Targeting "DevOps Engineers aged 30-45" is too broad. Targeting "people who visited your pricing page in the last 7 days" is gold.

Action: Set up retargeting for high-intent actions (pricing page, blog posts, demo requests).

3. Match Your Messaging to the Customer Journey

A cold prospect needs problem awareness. A hot lead needs urgency. Don't show the same ad to both.

Action: Create 3 ad tiers: Cold (problem), Warm (solution), Hot (urgency).

4. Focus on Quality, Not Quantity

CloudMetrics got 24% fewer demos but 64% more paid customers. Quality > quantity.

Action: Track "cost per paid customer" instead of "cost per lead."

5. Rotate Creative Before It Fatigues

Don't wait for CTR to drop. Refresh creative every 18-21 days (before performance decays).

Action: Set a calendar reminder to review creative every 2 weeks. If CTR is down >15%, rotate it out.

6. Build Systems, Not Just Campaigns

The "high-intent scoring" system helped CloudMetrics' sales team close 22% more deals without working longer hours.

Action: Create a simple scoring system (e.g., pricing page visit = +10 points, demo request = +20 points). Prioritize high-scorers.

7. Kill Fast, Scale Slow

We killed 6 campaigns in Week 2. We didn't scale the winners until Week 7 (after proving they were sustainable).

Action: If a campaign isn't profitable in 30 days, kill it. If it's profitable, scale it slowly (10-20% budget increases/week).

The Most Important Takeaway

Most agencies optimize for activity ("we launched 12 campaigns!"). We optimize for outcomes ("we generated $127k in revenue").

Your ads should make you money, not make you busy.

About OFFSAGE

OFFSAGE is a boutique digital marketing agency specializing in predictive audience modeling for ambitious DTC e-commerce brands and SaaS companies ($2M–$50M revenue).

What Makes Us Different

Our Track Record

Client Type Avg. ROAS Improvement Avg. Time to Results
B2B SaaS ($5M-$20M ARR) +72% 78 days
DTC E-commerce ($2M-$10M) +64% 62 days
DTC E-commerce ($10M-$50M) +51% 94 days

Who We Work With

Ideal Client Profile:

We're NOT a good fit if:

Our Services

Pricing

90-Day Sprint: $18,000 (one-time)
Ongoing Retainer: $6,000/month (after sprint)
Guarantee: If we don't find $10k/month in waste or missed revenue, we refund your first month.

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What You'll Get

Our Guarantee

If we don't find at least $10,000 per month in wasted spend or missed revenue opportunities within your first 30 days, we'll refund your entire first month's fee. We've never had to honor this—but it's there.


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© 2024 OFFSAGE. All case study data verified and approved by CloudMetrics.