Services

Customer Match Strategy

Turn Your First-Party Data Into High-ROI Ad Audiences

Are you letting your most valuable asset, customer data, sit idle in your CRM? Our Customer Match Strategy transforms your email lists, phone numbers, and purchase histories into precision-targeted ad audiences, so you can boost conversions, increase LTV, and outbid competitors profitably.

Why You Need a Customer Match Strategy

Data Warehouse Customer Data Strategy

Signs You’re Missing Opportunities:

  • Your CRM data isn’t syncing to ad platforms (Meta, Google, TikTok)
  • You’re not retargeting high-intent users across devices
  • Lookalike audiences underperform due to weak seed data
  • Competitors are bidding on your past customers

What Inaction Costs You:

  • Higher CAC (bidding blindly instead of targeting known converters)
  • Lower ROAS (missing cross-sell/upsell opportunities)
  • Wasted data (90% of companies underuse their 1st-party lists)

Our Customer Match Strategy Process

01

Data Preparation & Enhancement

  • Audit and clean CRM/email lists (remove bounces, unsubscribes)
  • Enrich with behavioral tiers (e.g., “90-day purchasers”)

02

Audience Segmentation

  • Segment CRM into Strategic Audience Segments e.g.

    • Core Segments:

      • Past purchasers (by recency/value)

      • Cart abandoners

      • Lead lifecycle abandoners

      • High-LTV candidates

    • Exclusion Lists:

      • Recent customers (avoid redundant ads)

      • Low-value leads

03

Platform Activation & Optimization

  • Automatic upload segments to Meta, Google, TikTok, LinkedIn
  • Create high-performance lookalikes
  • Set up automated refreshes (weekly/monthly)

What You'll Get With An Audience Framework

Strategic Assets

  • Audience Playbook: Definitions, sizing, and activation tips
  • Value Hierarchy: Which segments will drive profit/ key results
  • Creative Guidance: Messaging that resonates per segment

Technical Deliverables

  • Upload API documentation and workflows for your team

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Why Clients Choose Us For An Audience Framework

Automated Uploads

We automate the entire process to prevent the manual uploads we all know too well.

Full-Funnel Implementation

Syncs with all of your key platforms from analytics to ad platforms to CRM, we connect the dots.

Platform Expertise

Google Analytics, GAds, Meta, CRMs and CDPs

Privacy Compliant

GDPR/CCPA-ready hashing and data handling.

Platforms We Work With

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