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Case Study: Pitchbook

PitchBook, a Morningstar company, is a software platform that provides financial data, research and technology for public and private equity markets, including venture capital, private equity and M&A.

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The Challenge

Increase PitchBook’s website leads for potential B2B customers in North America, UK and Europe and expand advertising into markets in Middle East and Asia.

The Solution

  • Refined account structure by segmenting campaigns by: Region, Product Type, Branded vs non-Branded solution/product type (e.g. Private Equity, M&A, Venture Capital, etc)
  • Expanded into APAC and EMEA markets
  • Refined day part bidding with increased use of bid strategies
  • Expanded PPC campaigns into Microsoft Ads for higher market share
  • Performed quarterly audits, keyword/negative keyword optimizations, multiple ad testing and new campaign extensions to move the needle on CVR and CTR
  • Performed regular search term analysis, purged non-performing content and tested new keyword groupings to increase search efficiency to match the increase in ad spend
  • Created 10X the number of relevant landing pages to improve CVR and keyword quality score
  • Leveraged remarketing audiences to capture prospects throughout the conversion funnel
  • Increased use of Google BETA testing, new audiences, remarketing tools and research

Services Completed:


The Results

With the optimizations completed, along with a 450% increase in advertising budget, the following improvements were seen for 1st month vs last month of engagement:

  • 650% increase in Website Leads
  • 28% decrease in Cost Per Lead
  • 8% decrease in Cost Per Click
  • 150% increase in Click through Rate
  • 28% increase in Conversion Rate
  • 500% increase in traffic