Services
Your Dedicated
Demand Gen Experts
Skip the agency. Partner directly with MetadataONE's skilled marketers who know the platform inside and out, and know B2B demand gen even better. From white-glove onboarding to full campaign management, we embed alongside your team to drive measurable pipeline.
Talk to Our Services TeamManaged Campaign Services
Full hands-on campaign management
Your MetadataONE services team operates as an extension of your marketing org. We build, launch, optimize, and report on every campaign, so your team can focus on strategy while we handle the execution across all paid channels.
- Campaign strategy and media planning aligned to pipeline goals
- Creative development, ad copy, image selection, A/B test design
- Audience building with firmographic, technographic, and intent signals
- Bid optimization and budget allocation using real revenue data
- Weekly performance reporting with pipeline attribution
- Monthly executive summaries tied to sourced and influenced pipeline
Campaign Strategy
Channel mix planning, budget allocation, and audience-offer matrix designed around your ICP and pipeline targets.
Creative Development
Ad copy variants, image recommendations, and multivariate test plans to maximize qualified engagement.
Audience Building
Custom audience segments layering firmographic, technographic, intent, and retargeting signals across every channel.
Bid Optimization
Continuous bid management and budget reallocation driven by cost-per-opportunity and pipeline velocity, not just CPC.
Reporting
Weekly dashboards and monthly executive summaries with full-funnel attribution from impression to closed-won.
Experiment Execution
Systematic A/B and multivariate tests across audiences, creatives, offers, and channels, with statistical rigor.
Onboarding & Implementation
White-glove setup. Live in 2 weeks.
No six-month implementation cycles. Our onboarding team connects your ad channels, CRM, and marketing automation platform, imports your existing audiences, configures attribution, and launches your first campaigns, all within two weeks of kickoff.
- Connect all ad channels. LinkedIn, Google, Meta, and more, in a single session
- CRM and MAP integration (Salesforce, HubSpot, Marketo) with bi-directional sync
- Import existing audiences, suppression lists, and account targets
- Attribution and tracking configuration from day one
- Launch first campaigns with your team before the end of week two
- Dedicated onboarding manager through the entire process
Optimization & Strategy
Continuous performance tuning
Our services team does not just set it and forget it. We run quarterly business reviews, continuously tune campaign performance, and proactively recommend audience expansion, new channel tests, and budget reallocation based on what is actually driving pipeline.
- Quarterly business reviews with pipeline attribution and ROAS analysis
- Ongoing performance tuning, bids, budgets, audiences, and creatives
- Audience expansion recommendations based on conversion data
- Channel mix optimization to maximize cost-per-opportunity
- Competitive landscape monitoring and strategic pivots
- Executive-ready reports your CMO can present to the board
Quarterly Business Reviews
Deep-dive analysis of pipeline sourced, cost-per-opportunity trends, and strategic recommendations for the next quarter.
Performance Tuning
Weekly bid adjustments, budget reallocation to top-performing experiments, and underperformer pruning.
Audience Expansion
Lookalike modeling, new firmographic segments, and intent-based targeting recommendations driven by your conversion data.
Channel Optimization
Data-driven guidance on channel mix, spend allocation, and when to test new channels like Reddit, X, or LLM Ads.
RevOps Integration
Close the loop from ad to revenue
Pipeline attribution only works if your systems are connected properly. Our RevOps team configures your CRM integration, sets up attribution models, builds lead routing rules, and creates custom dashboards, so every dollar of ad spend is traceable to pipeline and closed-won revenue.
- CRM setup and configuration (Salesforce, HubSpot) with bi-directional sync
- Marketing automation platform integration (Marketo, Pardot, Eloqua)
- Multi-touch attribution model configuration
- Lead routing rules aligned to your sales territories and segments
- Custom dashboard builds for marketing, sales, and executive stakeholders
- Ongoing data hygiene and integration health monitoring
How We Work
From Discovery to Scale in 5 Steps
A proven engagement process that gets you from kickoff to measurable pipeline as fast as possible.
Discovery
Understand your ICP, pipeline goals, current channels, and tech stack.
Setup
Connect channels, CRM, and MAP. Import audiences and configure attribution.
Launch
Build and launch first campaigns across your priority channels.
Optimize
Continuous bid, budget, and audience tuning based on real revenue data.
Scale
Expand channels, grow budgets, and replicate what works to new segments.
Engagement Models
Choose the Level of Support You Need
Whether you need a fully embedded team or occasional strategic guidance, we have an engagement model that fits.
Strategic Advisory
Expert guidance and strategic recommendations for teams that want to run their own campaigns but need experienced demand gen advisors in their corner.
- Quarterly business reviews
- Channel mix and budget recommendations
- Campaign strategy consulting
- Access to MetadataONE best practices
- Slack-based support
Embedded Team
A dedicated MetadataONE team that operates as an extension of your marketing org, building, launching, and optimizing campaigns alongside your team every day.
- Dedicated CSM and campaign manager
- Full campaign build, launch, and optimization
- Weekly reporting and monthly executive summaries
- Creative development and A/B testing
- RevOps integration and dashboard builds
- Average response time: less than 2 hours
Project Engagements
Scoped engagements for specific initiatives, a new channel launch, a CRM migration, an attribution overhaul, or a campaign audit with actionable recommendations.
- Defined scope, timeline, and deliverables
- Campaign audits and gap analysis
- New channel launch packages
- CRM / MAP migration support
- Attribution model implementation
Why Enterprise Teams Choose Our Services
Built for Teams That Take Pipeline Seriously
Spring 2026
Skip the agency. Keep the expertise.
MetadataONE services teams have launched campaigns for companies like Zoom, LogicMonitor, ThoughtSpot, and Pendo. Average client tenure exceeds 18 months, teams stay because the results compound over time.
FAQ
Common Questions About Services
What is the difference between self-serve and managed services?+
Self-serve gives you full access to the MetadataONE platform and AI agents, you build, launch, and optimize campaigns yourself with the tools. Managed services adds a dedicated team of demand gen experts who operate campaigns on your behalf, handle creative development, run QBRs, and proactively optimize. Most customers start with managed services during onboarding and transition to a hybrid model over time.
How quickly can I get campaigns live?+
With managed services, most customers have their first campaigns live within 2 weeks of kickoff. Week 1 covers channel connections, CRM integration, audience imports, and attribution configuration. Week 2 covers campaign building, experiment design, and launch. The dedicated onboarding manager handles the heavy lifting.
Can I switch between service tiers?+
Yes. You can scale up from Strategic Advisory to Embedded Team, or scale down as your internal team ramps up on the platform. Changes take effect at your next billing cycle. Many customers start with the Embedded Team tier during onboarding and transition to Advisory once their team is comfortable running campaigns independently.
What reporting do I get from the services team?+
Embedded Team customers receive weekly performance dashboards (channel performance, experiment results, budget utilization) and monthly executive summaries with full-funnel attribution from impression to closed-won. Quarterly business reviews include strategic recommendations, competitive landscape analysis, and expansion planning. All reports are designed to be executive-ready, your CMO can present them directly to the board.
Let Our Experts Drive Your Pipeline
Get a dedicated demand gen team that knows MetadataONE and B2B marketing inside and out. From white-glove onboarding to full campaign management, we are ready when you are.