Prepared for BeyondTrust
Confidential · Nov 4, 2026 · KlientBoost
Confidential · Nov 4, 2026 · KlientBoost
Microsoft already runs at your $1,000. Google runs about 10% over your $1,600. The fix starts with what bidding learns from: your pipeline. Then Core Security and AI Security run as two programs, planned around your January switch.
Rough: last 90 days of Google Search spend over last quarter's opportunities, from the exports your team shared.
| The problem | The fix | What's at stake |
|---|---|---|
| Your account-level goal can't see which clicks became opportunities. | Pipeline stages into the goal, deal values passed, click IDs checked form by form. | Your non-brand search spend. |
| Non-brand learns from form fills. | Move non-brand onto your pipeline through tests. | Google at about $1,766 an opportunity against your $1,600. |
| One account, two different buyers. | Core Security and AI Security as two programs. | Your AI Security launch, on its own budget line. |
Split by your last 90 days of Google and Microsoft search spend, which ran about $245K a month. Arithmetic, not a forecast.
Your Google Ads conversions page, July 27 to October 27, 2026, from the screenshots your team shared.
Google opportunities with a click ID, by month created. Microsoft fell too: 86% in July and August. Your team told us the June and July site move and form changes broke some tracking, so part of the summer dip may be lost attribution, not fewer opportunities.
Value per recorded conversion, Google Search, July 2025 to September 2026: brand Target CPA campaigns against non-brand Maximize Conversions. Only your imported pipeline stages carry values that size.
Cost per opportunity, rough: Search spend from July 27 to October 27 over opportunities created July to September, about four weeks apart. Targets: your team's directional 2027 numbers, November 2.
Goals and reporting by theater stay, built on the theater and product names already in your campaigns.
Bars before January 13 show order, not dates: your 2027 planning, Coupa and your security review set them. Connor schedules kickoff once the agreement is signed.
Phases count from kickoff. Expect some relearning when the signal changes, which is why changes reach part of your traffic first.
| Growth opportunity | What it could move | What it takes | When |
|---|---|---|---|
| YouTube under one teamPhase 2 | Search demand and brand searches, read with The Lift Lab | Your current video ads and access | When you want it |
| Demo pages and a shorter formPhase 3 | Opportunities per click on Core Security and AI Security | Your web team, or our CRO team | Once the signal is clean |
| Microsoft mirrors the Google winnersPhase 1 | More Microsoft opportunities near your $1,000 | Searches proven on Google first | Each quarter |
| A brand holdoutWhen you want proof | What brand search really adds, read with The Black Mirror Test | Brand ads off in a share of regions for a few weeks | Once results are in |
The Growth Grid lists each growth opportunity with what it could move, what it takes and when. Phases 2 and 3 live here until you want them.
Organic search and the site stay with your brand and web team. We share our search term and conversion data, so both channels learn from the same signal.
| Line | A month |
|---|---|
| Google Ads management, on about $193K a month of search | $19,300 |
| Microsoft Ads management, on about $32K a month of search | $3,200 |
| Second platform, 20% off | −$640 |
| A month | $21,860 |
| Measurement build, one time | Scoped first |
Management fee per platform: the greater of $2,500 or 10% of managed spend, and a second platform bills 20% off. Sized to about $225K a month of search spend, your directional 2027 budget.
Every figure about your account comes from reports your team shared. Access comes after Coupa, and we re-run the math on your live data before we change anything.
Spend runs July 27 to October 27; opportunities were created July to September, about four weeks apart. Click ID capture fell from 98% to 79% after your site move, so some opportunities may not be tied to a search.
Google matches imported stages to clicks from the last 90 days, so bidding learns from earlier stages like SQL or Opportunity. Closed Won guides budget calls.
Your security review gets written answers. If SOC 2 is a hard gate, tell us early.
Few opportunities to read yet, so its scorecard starts with searches, clicks and form starts.
Your pipeline already reaches Google Ads, most opportunities carry a click ID, and Microsoft already runs at your target. The fix builds on what your team has built.