Call Brief

HeyDigital × LeadGrow

May 22 recap  ·  Next call: May 29 with Dylan + Dom
Confirmed Signals
No CRM
Sales-led SaaS with no CRM = broken feedback loop. PMAX optimizing for nothing. Priority flag.
CRM exists, PMAX disconnected
Ad platform optimizing for wrong conversion. Sales gets unqualified leads. Common, high-pain, provable from outside.
One-person marketing department
Too many hats. Sprint pitch. Confirmed by Michael (lived it) and surfaced from 1,000 job description analysis.
Founder posting content
ABM retargeting off founder posts + thought leader ads. Volume of content = ad creative inventory.
Competitors with growing followings
Scrape competitor followers → LinkedIn ad audience. Prospect already aware of category.
Active SEO / blog investment
Website visitors from organic search not being retargeted via LinkedIn ads. Easy gap.
First sales hire incoming
Surfaced from job description mining. "Are your ads feeding your new sales rep workable leads?" = immediate pain frame.

Intro Offer Concepts
Competitive Takedown Sprint Ready
Audit all competitor ads. Scrape competitor followers and set up retargeting audiences. Package everything into a live ABM campaign — delivered in 30 days. Free or paid. Upsell to full retainer.
Thought Leadership ABM Sprint Ready
Set up ABM targeting infrastructure + a system that promotes their best thought leadership posts as ads automatically. 30-day sprint. Works for HeyDigital's own team too — dogfoodable offer.
Full Funnel + Competitor Analysis Validate with Dylan
Audit your funnel AND all competitors' funnels side by side. Surface conversion gaps, targeting mismatches, and missed angles competitors are exploiting. Stronger, differentiated version of the standard audit.
Full Funnel Audit Ready
Identify conversion tracking gaps (PMAX, CRM hookup, ad platform optimization target). Proven pain, fast to fulfill, not outcome-dependent. 2-week sprint → graduate to retainer.
ABM Setup — Founder Content Retargeting Validate with Dylan
Track founder posts + competitor posts. Retarget engagers via LinkedIn ads. Signal: founder posting content. Question: quick "oh wow" moment or requires full account access?
Sales-Marketing Sync Audit Validate with Dylan
Are ads targeted at same accounts as outbound sales? Are conversion events aligned with pipeline stage? Michael confirmed this is "a big sticking point for years."
PLG Card-on-File Trial Audit Ruled Out
HeyDigital can't change product funnels — too high friction, CEO-level decision. Context useful internally, not as offer.

Offer Model Agreed
Two paths, both valid:

Path A — Intro Offer: Signal-matched foot-in-the-door sprint (2–4 weeks, paid). Prove competency. Graduate to 90-day retainer.

Path B — Signal as Hook: Use signal purely in outreach to get discovery call. Full package pitch on call. No formal intro offer needed.

Michael confirmed HeyDigital ran a "Growth Plan" in the past. Looking to revive as 90-day. Aligned with LeadGrow's intro offer framing.

Questions for Dylan + Dom
What makes a webinar funnel leaky from an ads perspective? Can we train an agent to score this from outside?
Is ABM retargeting off founder posts a quick setup or does it need full account access?
Have you ever systematically scraped competitor followers as an ad audience? How fast can you fulfill that as a service?
If sales is running outbound, are your LinkedIn ads hitting the same target account list? What does fixing that misalignment look like as a deliverable?
What's the single thing retainer clients say gave them their first "wow" moment? That's the intro offer.
Thought leader ads: how much content volume does a founder need before it's worth setting up?

Infrastructure Notes
Attribution — already works
HubSpot has self-reported "how did you hear about us" field. Automation buckets free-text into channels. CRM tagging is clean.
Market list → their Supabase
HubSpot company-level sync to LinkedIn works but limited to 2 segments on Starter. Supabase + edge functions = unlimited segments, no $800/mo HubSpot Pro needed.
Ad library / funnel tracking
Paused until Dylan call. Don't run the 15-hour scrape before confirming exactly what signals to extract.
Product Hunt / YC batches
Already scraped for other clients. Hold off integrating into HeyDigital DB until after next call.

Next Steps
Monday May 26: Copy draft sent to Michael for review
Mid-week: Full market list + initial signal enrichment complete
May 29 — 9am EST / 2pm BST: Call with Michael + Dylan + Dom. Focus: funnel architecture, sales-marketing gap, ABM fulfillment depth, intro offer finalization
On hold: Ad library funnel scraping, Product Hunt DB sync — pending Dylan's input