Overview

Ungating & Retargeting removes unnecessary form walls from your best content, maximizes its reach, and then uses behavioral signals to invite the right people into sales conversations. You get more qualified demand with less friction and cleaner metrics.

Value in one line: Open the content, retarget the intent, and convert when readiness is highest.

Why It Matters

Gated PDFs look good in dashboards but rarely turn into pipeline. Forms suppress reach, fewer people actually consume your message, and sales teams chase low-intent contacts. Ungating flips the model: educate first, measure real engagement, and introduce forms only when prospects show intent. The result is wider awareness, smarter follow-up, and higher conversion quality.

What You’ll Get

• Ungating Plan: Which assets to open (guides, case studies, videos) and how to republish them for SEO and shareability.
• On-Page CTA System: Low-friction, optional next steps (demo video, product tour, newsletter, trial) embedded across content.
• Retargeting Architecture: Pixel setup and audience definitions (page viewers, video 25/50/75% watchers, multi-visit segments).
• Offer Ladder & Creative: Sequenced soft → hard offers, with copy and ad units for LinkedIn, Meta, Google/YouTube.
• Measurement Framework: Dashboards for reach, engagement, audience growth, and down-funnel KPIs (trials, demos, opps, revenue).
• Governance & Compliance Checklist: Consent, cookies, and data practices aligned with your markets.
• Playbook & Templates: Publishing checklist, ad specs, UTM standards, naming conventions, and QA runbook.

How It Works

1. Discovery & Audit (Week 1): Inventory gated assets, map buyer journey, review analytics and ad accounts.
2. Strategy & Offers (Week 2): Select assets to ungate, define audience segments, build the soft→hard offer ladder.
3. Build & Implement (Weeks 3–4): Convert PDFs to web pages, ship on-page CTAs, deploy pixels/tags, set up audiences and campaigns.
4. Launch & Calibrate (Week 5): Activate retargeting across channels, QA tracking, verify events and attribution.
5. Optimize & Scale (Weeks 6–8): Creative testing, audience refinement, frequency capping, and budget allocation to highest ROI paths.

Collaboration rhythm: 1x weekly working session, async reviews in between. You provide brand assets and access; we handle strategy, build, and measurement.