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Software‐as‐a‐Service 
(SaaS) Companies
Lead‐Gen Businesses
A lead‐gen business is any 
service‐oriented business 
that’s using Facebook Ads 
to find new clients. 
E‐Commerce Sellers
Upsells to higher packages or tiers of service
Pushes for referral program participation
Requests for feedback, reviews or 
testimonials
Referral marketing incentives (or better 
referral marketing terms for top advocates)
Access to private Facebook groups or forums
Recognition of their “top user” status
Upsells to higher packages or tiers of service
Pushes for referral program participation
Requests for feedback, reviews or 
testimonials
Invitations to in‐person events
Special referral marketing bonuses
Extra services not available to the general 
public
Upsells or cross‐sells to related products
Pushes for referral program participation
Requests for feedback, reviews or 
testimonials
Special VIP‐only coupon codes
Special referral marketing incentives
Invitations to in‐person events, such as 
product launches, tradeshows, etc
Advocacy/Promote: Custom Audiences (top 20% customers)
Free trials
Paid trials
Paid subscriptions
Pushes to lead‐gen landing pages
Pushes to webinars
Product‐specific dynamic 
retargeting ads
Product sales
Re‐purchase ads (for products that 
run out)
Coupon codes
Get Excited/Ascend: Custom Audiences (past purchasers, several visits to website, email 
engagement above norm, high lead score)
Make the Sale
“10X” content
Marketing videos
Case studies
Lead magnets
“10X” content
Marketing videos
Case studies
Lead magnets
Product reviews
Product comparisons
Subscribe/Convert : Custom Audiences (email List, Website Visits, Facebook Engagement, 
Past Customer purchases, app use) & Lookalike
Promote Benefits
“10X” content
Marketing videos
Ungated blog posts
Past positive customer reviews 
and/or testimonials
Media mentions on major news 
outlets
“10X” content
Marketing videos
Ungated blog posts
Ungated white papers or case 
studies
Past positive customer reviews 
and/or testimonials
Product introductions
Positive reviews and/or 
testimonials from past customers
Product reviews
10X content
Influencer/experiential content
Awareness/Engage: Core Audience & Lookalike
Value, Value, Value

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Facebook ads what to offer by customer stage