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What Data Should I Use to Refine Audience Targeting?

Build audiences from signals that predict pipeline: combine Fit, Intent, Engagement, Recency, and Risk—then validate with controlled experiments.

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Prioritize data that correlates with meetings, SQLs, and pipeline. Blend Fit (ICP firmographics/technographics), Intent (first-party behavior + third-party research), Engagement (email/site/product usage), and Recency/Frequency (days since activity, touch depth), minus Risk (no consent, invalid domains, student/free email). Use this mix to create seed audiences in HubSpot/CRM, sync to ad platforms, and iterate with lift tests—not just CTR.

High-Value Data Sources for Targeting

Fit (ICP) — industry, employee count, revenue band, geo, tech stack, account tier, buying role/seniority
First-party intent — pricing/product page views, high-intent forms, onsite search, trial/POC signals, chat transcripts
Third-party intent — topic surge, comparison content, review site visits; map topics to plays (e.g., migration, cost control)
Engagement — email reply/click depth, webinar attendance, content binge sessions, community participation
Product signals (if PLG) — activation milestones, usage drops/spikes, expansion triggers, seat requests
Recency & frequency — days since last meaningful action, touches in last 7/30/90, RFM-style scores
Channel performance — audience match rates, reach by platform, cost/opportunity by segment, multi-touch paths
Risk & compliance — consent status, suppression (competitors, students, non-ICP), deliverability & hard bounces

From Raw Data to High-Yield Audiences

Start with outcomes. Pull 12–24 months of CRM data and measure reach → MQA/SQL → pipeline → win rate by company fit, role, and behaviors. Identify signals that precede meetings and opp creation, not just clicks: pricing views, late-stage asset downloads, specific integration pages, repeat visits within 7 days, and product activation events.

Translate insights into targeting recipes: (1) In-market ICP (ICP + intent topics + last 30-day engagement), (2) Champion lookalikes (won deals’ champions by title/seniority), (3) Expansion (active product users with executive buyer overlays), and (4) Reactivate (stalled opportunities with new trigger content). Add suppression lists to protect budget.

Operationalize in HubSpot: standardize properties (Industry, Employee Count, Tech, Persona/Buying Role, Intent Topic, Consent), build Active Lists per recipe, sync to ad platforms, and measure pipeline per audience. Iterate weekly with creative/offer tests and monthly with cohort analysis.

30-Day Targeting Refinement Sprint

  • Days 1–7: Audit CRM + web analytics + intent; rank signals by correlation to meetings/SQLs; clean consent & suppression.
  • Days 8–14: Build 3–4 audience recipes (ICP + intent + recency); create matching offers; set up HubSpot lists & ad sync.
  • Days 15–22: Launch split traffic tests across platforms; monitor match rates, reach, and early quality (MQA/SQL).
  • Days 23–30: Compare cost/opportunity & pipeline per audience; keep top 2, iterate losers, refresh seeds monthly.

Frequently Asked Questions

Which data drives the biggest lift?
Short-window intent + recency (e.g., pricing/integration views in last 14–30 days) usually outperforms demographics alone. Fit narrows waste; intent creates timing.
How large should seed audiences be for lookalikes?
Aim for 1–10k high-quality records from recent wins and MQAs. Quality beats size—exclude low-fit and old contacts to avoid noisy lookalikes.
What if platform match rates are low?
Enrich with work emails + domains, include company + domain keys, broaden geos slightly, and try role-based + keyword layers. Always run server-side conversions.
How often should I refresh audiences?
Weekly for in-market intent segments; monthly for lookalikes and champion seeds. Re-score engagement and remove inactive or non-consented records.
What metrics should decide winners?
Optimize to cost per opportunity and pipeline per $, with guardrails on MQA/SQL rates and payback. CTR and CPL are directional only.

Turn Targeting Signals into Pipeline

We’ll audit your data, build high-yield audience recipes, sync them to platforms, and stand up dashboards that prove lift beyond clicks.

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