DDoorLoop Confidential · InternalRef PA-2026-01v1.0

Strategic Memorandum · Paid Acquisition

Buy the demos that close.

A 90-day plan to optimize DoorLoop's paid media to revenue — not form fills — and concentrate every dollar on the operators who scale, stay, and expand.

Demo-led funnel Capture → Convert → Create Closed-won feedback loops LTV:CAC by segment 90-day rollout
MemorandumPaid Acquisition · 2026
To
Agatha Asch — Chief Marketing Officer, DoorLoop
From
Mikee Shattuck — Head of Paid Acquisition
Date
June 2026
Re
Optimizing paid media to revenue — a 90-day plan to lower blended CAC and move acquisition upmarket
Status
Confidential — for executive review

Executive Summary

DoorLoop doesn't sell a signup — it sells a booked demo that becomes a migrated, multi-year, per-unit account. Left to their defaults, though, Google and Meta optimize to the cheapest conversion they can find: the two-door hobby landlord who books a demo, never closes, and makes our cost-per-lead look brilliant while our cost-per-customer quietly bleeds. This memo is how we close that gap.

The core recommendation is one discipline applied everywhere: feed closed-won data — segmented by unit count — back into every ad platform, so the bidding algorithms learn to hunt operators with scale instead of hobbyists. On top of that, three jobs in strict order — Capture existing demand (search and review marketplaces, our cheapest and best CAC), Convert the undecided (retargeting plus a free-migration offer that kills the switching objection), and Create new demand (Meta, LinkedIn, YouTube) to keep the funnel fed.

This is the right plan for where DoorLoop is today. Following the $100M Series B, the mandate is efficient growth and a deliberate move upmarket and international — and paid acquisition is precisely where that mandate either compounds or leaks. A 200-unit operator is an annuity; a two-unit landlord is a cost. By concentrating spend on Tier-A operators and active switchers — the person typing “Buildium alternative” has a budget, a pain, and a deadline — we lower blended CAC and bias the entire customer base toward accounts that expand.

I'm asking for one dependency on day one: offline conversion tracking, wired CRM-to-platform. Everything here compounds on it; without it we optimize to noise. From there the 90-day arc is simple — capture in weeks 1–4, expand in 5–8, scale and diversify in 9–12 — judged the only way that matters: CAC and LTV:CAC by segment, and CAC payback in months.

Objective

Lower blended CAC and shift the customer mix toward operators who scale, stay, and expand.

Core lever

Feed closed-won data by unit tier into every platform — optimize to revenue, not form fills.

Operating sequence

Capture → Convert → Create, funded in that order.

Highest-value targets

Tier-A operators (50–2,000+ units) and active switchers.

Day-one dependency

Offline conversion tracking, CRM → Google / Meta / LinkedIn.

We win when

CAC & LTV:CAC are healthy by segment and CAC payback shrinks at flat spend.

◆ The one prerequisite

Wire offline conversion tracking before scaling a dollar. Pushing demo-held, SQL, closed-won, deal value, and unit tier back to the platforms is what turns Smart Bidding from a hobby-landlord magnet into a whale-finder. It's the highest-leverage hour of work in the entire plan — and the section most advertisers skip.

Part I

Situation & Thesis

What DoorLoop actually sells, which accounts are worth buying, and the one idea the rest of the plan is built on.

00

The Thesis

DoorLoop doesn't sell a free signup. It sells a booked demo that turns into a migrated, multi-year, per-unit account.

So the entire machine optimizes to one thing: qualified demos from operators with real unit counts.

That changes everything. We are not buying the cheapest lead. We are buying the lead that closes and expands. A 2-unit landlord is a cost. A 200-unit operator is an annuity.

◆ The single biggest lever

Feed closed-won data — by unit tier — back into the ad platforms so the algorithms learn to find operators with scale, not hobby landlords. Get that right and everything else compounds. Get it wrong and you'll buy a flood of cheap demos that never pay.

Three jobs, in order:

1 · Capture

Existing demand — search + review marketplaces. Cheapest ROI. Do this first.

2 · Convert

The undecided — retargeting + comparison offers. Kill the switching objection.

3 · Create

New demand — Meta, LinkedIn, YouTube. Fill the top so capture has fuel.

01

Business & Funnel Context

Who buys: Residential and mixed-use property managers and owner-operators, US and Canada, 10 to 2,000+ units. Plus HOA / community associations, commercial, affordable, and student housing.

What it costs: Three tiers — Starter (~$69–79/mo), Pro (~$139–169/mo), Premium (~$199–229/mo) — scaling by unit count. Training, support, and free migration on every plan.

Why LTV is the whole game: Switching costs are brutal in this category. Once an operator migrates their accounting, leases, and tenant data, they stay for years. A 200-unit operator on Pro/Premium is meaningful ARR with low churn and natural expansion as their portfolio grows. That means you can afford a high CAC on the right account — and you must refuse to spend on the wrong one.

The funnel

Ad
Landing page
(demo form, “36s”)
SDR qualifies
Demo
Onboarding / migration
Paid
Expansion

No self-serve trial. 30-day money-back guarantee for risk reversal.

▸ The implication

Optimize ad platforms to demo-held and closed-won, not form fills. Most SaaS advertisers stop at the form. That's the mistake that separates a $90 CPL that never closes from a $220 CPL that prints money.

02

The Audience Map

Rank by value. Spend by value.

TierSegmentWhy it mattersPriority
APM companies, 50–2,000 unitsHighest ARR, expansion, referral engineHighest
BGrowing owner-operators, 10–50 unitsDoorLoop's bread and butterHigh
CHOA / community association managersReal differentiator, less competitionHigh
DCommercial / affordable / studentNiche, higher ACV, specialized intentMedium
XDIY landlords, 1–5 unitsNegative LTV. The budget killer.Deprioritize
🔥Switchers (Buildium / AppFolio / QuickBooks / spreadsheets)Highest intent in the entire marketHighest
Switchers are the prize. Someone Googling “Buildium alternative” has a budget, a pain, and a deadline. They're not a lead. They're a layup.
Part II

Strategy

How we package the offer for each temperature of traffic — and how the working budget is split across channels.

03

Offer & Funnel Strategy

Keep “Book a Free Demo” as the primary CTA for hot traffic. But one offer can't carry every temperature of traffic. Build a ladder:

Hot

High-intent search.

  • Book a Demo. Direct.

Warm

Comparison shoppers, retargeting.

  • Free white-glove migration from Buildium / AppFolio — kills objection #1.
  • See pricing instantly — transparency play vs. AppFolio & Yardi.
  • Self-guided product tour / demo video — no form.
  • ROI calculator — quantify the value before the call.

Cold

Social, display, prospecting.

  • Lead magnets: The Intentional Operator, the “5 hours a week back” guide.
  • Pain-led content and POV / UGC video. Earn attention first.
▸ Funnel logic

Hot intent goes straight to demo. Cold traffic gets a low-friction asset → retarget → demo. Never ask cold social traffic to book a sales call. That's friction suicide.

04

Channel Architecture & Budget Split

Ranked for a demo-led PM SaaS. Percentages are of working media spend.

#ChannelRole% of budget
1Google SearchCore demand capture, high intent38–48%
2Review marketplaces (Capterra, G2, SoftwareAdvice, GetApp)Bottom-funnel buyers in compare mode15–20%
3Retargeting (Meta + Display + YouTube)Convert abandoners8–12%
4Meta prospecting (FB / IG)Demand creation, lead magnets, video8–12%
5LinkedIn + ABMTier-A / commercial / enterprise5–10%
6Microsoft / Bing AdsCheap, older, wealthier B2B audience5–8%
7YouTube prospectingCheap awareness + comparison content4–6%
8Test budget (Reddit, Quora, BiggerPockets, podcast)REI communities3–5%

Example dollar allocations

At $50K / mo
Google Search$21,000
Review marketplaces$9,000
Retargeting (Meta/Display/YT)$5,000
Meta prospecting$5,000
Bing$3,000
LinkedIn / ABM$3,500
YouTube prospecting$2,000
Test channels$1,500
At $150K / mo
Google Search$63,000
Review marketplaces$27,000
Retargeting$16,500
Meta prospecting$16,500
LinkedIn / ABM$12,000
Bing$9,000
YouTube prospecting$9,000
Test channels$6,000

Capture-heavy at first. As capture saturates, shift dollars toward demand creation (Meta, LinkedIn, YouTube) to keep the funnel fed.

Part III

Channel Playbooks

The per-channel build — where demand actually gets captured and created, in priority order.

06

Review Marketplaces

Capterra · G2 · SoftwareAdvice · GetApp

This is where B2B software buyers go to compare. Often the best CAC in the entire mix because the buyer is already in comparison mode.

✓ Existing moat

DoorLoop is already #1 rated on Capterra. That is a moat. Protect it and exploit it.

The play

  • Bid on category placements in Property Management Software.
  • Appear on competitor profile pages — show up on Buildium's and AppFolio's G2/Capterra pages and their “alternatives” lists.
  • Maximize review velocity — keep new 5-star reviews flowing; it lifts ranking and CVR.
  • Complete the profile: screenshots, comparison content, visible pricing, feature depth.
  • G2 buyer intent data: identify accounts actively researching the category or competitors → feed them to LinkedIn/ABM and sales.

Track marketplace leads separately. They convert on a different curve than search — usually faster, often cheaper. Vet lead exclusivity and quality terms before scaling spend.

07

Meta — Facebook / Instagram

B2B-adjacent, but the audience is absolutely reachable: real estate investors, landlords, property management professionals, small-business owners, REI group members.

Cold prospecting = video and lead magnets first

Never cold-pitch a sales call here.

  • Offers: Intentional Operator report, “5 hours a week back” guide, ROI calculator, demo video.
  • Targeting: Advantage+ / broad + strong creative, plus lookalikes off the customer list and demo-converters (1%, then 3–5%). Interests: BiggerPockets, rental property, real estate investing, property management.

Creative angles — pain, agitate, solve, CTA

  • “Still chasing rent checks? Stop.”
  • “Your spreadsheet is costing you doors.”
  • “Buildium fatigue is real.”
  • POV / UGC: a day in a property manager's life, before/after, screen-recorded product demos.
  • Testimonial reels — real operators with real unit counts on camera (Andrew Harrison, 2,000+ units; Chris Lumbu, 150+ units).
◆ Highest-ROI Meta spend

Retargeting: demo abandoners, pricing-page visitors, feature-page visitors, blog readers → hard demo CTA + objection-handling creative (free migration, world-class support, money-back guarantee, social proof).

08

LinkedIn + ABM

Reserve for high-ACV segments where the deal size justifies the CPC (LinkedIn runs ~$8–15+ per click).

Targeting

  • Job titles: Property Manager, Regional/Portfolio Manager, Director of Property Management, Owner/Principal, Broker, Asset Manager, VP Operations, COO.
  • Industries: Real Estate, Commercial Real Estate, Leasing.
  • Groups / associations: NARPM, IREM, BOMA.
  • Company size filters to isolate real operators from solo landlords.

Formats

Sponsored single-image and video, document/carousel ads (perfect for the reports), Thought Leader ads (founder/exec), Lead Gen Forms (lower friction). Be cautious with Message/Conversation ads — they often underdeliver.

ABM layer

Upload target account lists — PM companies in growth markets, NARPM member firms, the accounts G2 flags as in-market — into matched audiences. Serve ads + hand the list to sales. Air cover plus outbound.

09

Microsoft / Bing Ads

The most underrated channel in B2B. Import the Google build, then adjust.

Why it works here: the Bing audience skews older and wealthier — which maps cleanly to property owners and investors. CPCs are cheaper, competition is thinner. Frequently the best hidden ROI in the account. Give it a real (if smaller) budget and the Microsoft Audience Network for cheap retargeting. Don't treat it as an afterthought.

10

YouTube

Assets to produce

  • Product walkthrough / “see it in 3 minutes.”
  • “DoorLoop vs Buildium / vs AppFolio” comparison.
  • Founder POV and customer stories.
  • “A day in the life of a PM using DoorLoop.”

Campaigns

  • In-feed + in-stream against category, competitor, and REI audiences.
  • Custom intent audiences from category & competitor search terms.
  • Retargeting site visitors and demo abandoners with a demo CTA.

Cheap awareness, powerful retargeting, and it feeds search — people watch, then Google you.

Part IV

Creative & Conversion

The message that earns the click and the page that turns it into a booked, qualified demo.

11

Creative & Messaging Strategy

Map message to awareness stage. Meet people where their head is.

AwarenessWhereMessage
Most awareBrand, bottom-funnel“DoorLoop — book your demo. Free migration. Go live in days.”
Product awareComparison, conquesting“The Buildium alternative property managers actually like.”
Solution awareCategory“All-in-one property management. Accounting, rent, maintenance, leasing — one platform.”
Problem awarePain search, cold social“Drowning in spreadsheets and rent-chasing? There's a better way.”
UnawareCold socialStory, POV, UGC. Earn the click.

The differentiating hooks — all grounded in real positioning

  • #1 rated, 1,000+ 5-star reviews. Lead with proof.
  • World-class human support in minutes — vs. competitor ticket-queue hell.
  • Free white-glove migration, go live in days — kills the switching objection.
  • AI that handles 80% of maintenance, 24/7 AI assistant — the 2026 wedge.
  • Replaces QuickBooks + 5 other tools — consolidation and ROI.
  • Transparent pricing — vs. AppFolio/Yardi hiding prices behind unit minimums.
  • 30-day money-back guarantee — risk reversal.

Sample copy — Punchline

Search RSA headlines
Property Management, Simplified#1 Rated PM SoftwareRent. Accounting. Maintenance. Done.Free Migration. Go Live Fast.Ditch Buildium. Switch Today.Book a Demo in 36 Seconds
Meta primary text
Spreadsheets don't scale. You know it. Your portfolio's growing. Your systems aren't. DoorLoop runs accounting, rent, maintenance, and leasing in one place. Free migration. Go live in days. World-class support. Book a 36-second demo. →
Switcher ad
Tired of Buildium? You're not alone. #1 rated. Easier to use. Humans who actually answer. We move your data for free. You go live in days. See why operators are switching. Book a demo. →
12

Landing Page & CRO Strategy

◆ Rule one

Stop sending paid traffic to the homepage. Build dedicated LPs per theme. HOA traffic → HOA LP. “Buildium alternative” → comparison LP. Commercial → commercial LP. Message match is non-negotiable: the ad's promise is the LP's headline.

The demo form is your lead-scoring engine

  • Keep it short to honor the “36 seconds” promise.
  • Ask the one question that matters: number of units. This scores the lead, routes the sales follow-up, and feeds the bid algorithm.
  • Test a multi-step form. It often lifts completion and qualifies harder.

Above the fold: headline, social proof (G2/Capterra badges + review count), demo form, hero product shot.

Trust stack: customer logos, testimonials with unit counts, QuickBooks/security badges, money-back guarantee, “free migration.”

Secondary path for the not-ready: demo video, pricing, ROI calculator. Don't let a “not yet” bounce.

Speed & mobile: Webflow is generally fast — hold LCP under 2.5s. Many owner-operators are on mobile. Design mobile-first.

Test roadmap — priority order

  1. Headline / core value prop
  2. Form length and fields
  3. Social proof placement
  4. CTA copy: “Book a Free Demo” vs “See It In Action” vs “Get Pricing”
  5. Video vs static hero
  6. Exit-intent offer (pricing or ROI calculator)
Part V

Measurement & Execution

How we prove it's working, the 90-day sequence, the first 30 days, and what to watch for.

13

Measurement, Attribution & Unit Economics

North star: CAC and LTV:CAC by segment — plus CAC payback in months.

The funnel KPIs

Click
Demo Request
CPL
Demo Held
SAL
Qualified
SQL
Closed-Won
CAC
ARR / LTV

Non-negotiables

◆ Do this on day one

Offline conversion tracking. Push CRM stages — demo held, SQL, won, deal value, unit tier — back to Google/Meta/LinkedIn via GCLID/offline import and CAPI. Optimize to closed-won value, not form fills. This is the #1 thing most SaaS advertisers do badly.

  • GA4 + server-side tagging (Webflow + GTM server-side) for durable, post-cookie measurement. Enhanced Conversions on.
  • Lead quality scoring by unit count. A 500-unit demo is worth ~50× a 2-unit demo. Bid accordingly.
  • Attribution: data-driven in GA4, platform-reported as directional only. Keep brand isolated to read incrementality. Run geo-holdout tests for Meta and YouTube before you trust their self-reported numbers.

Starting-hypothesis benchmarks — refine with real data

MetricRange
Category search CPC~$8–$25+
Demo CPL (search)~$80–$250
Demo CPL (review marketplaces)Often the lowest
Demo CPL (LinkedIn)Highest — but best for enterprise
TargetSet a distinct tCPA per segment

Dashboards: by channel / campaign / segment. Weekly read on CPL and lead quality. Monthly read on CAC and LTV:CAC.

14

90-Day Rollout

Weeks 1–4 · Foundation

Capture existing demand

  • Wire offline conversion tracking to the CRM. (Biggest lever — do it first.)
  • Launch brand defense, high-intent category, competitor conquesting, QuickBooks-switch, and review marketplaces.
  • Stand up GA4 + server-side, build the first dedicated LPs (comparison + HOA).
  • Add the unit-count field and lead scoring.

Weeks 5–8 · Expand

Widen the net

  • Launch segment campaigns: HOA, commercial, multifamily, single-family.
  • Turn on Bing (import + adjust).
  • Launch retargeting across Meta, Display, and YouTube.
  • Launch Meta prospecting with lead magnets. Start a weekly creative-testing cadence.

Weeks 9–12 · Scale + Diversify

Pour fuel on winners

  • Launch LinkedIn + ABM for Tier-A and commercial.
  • Launch YouTube prospecting.
  • Add PMax with brand exclusions and CRM signals.
  • Test Reddit, Quora, BiggerPockets adjacency.
  • Cut losers. Double down on winners. Optimize the whole account to closed-won.

Ongoing: weekly optimization, monthly creative refresh, quarterly strategic review.

15

First-30-Days Quick Wins

The 8 moves that matter most, in order:

  1. Offline conversion tracking wired to CRM. The whole strategy hinges on this.
  2. Brand defense campaign live. Cheap insurance.
  3. Capterra / G2 / SoftwareAdvice category + competitor placements. Best CAC, fastest.
  4. High-intent search: category + “alternative” + “vs” + QuickBooks-switch.
  5. Demo-abandoner retargeting across Meta / Display / YouTube.
  6. Unit-count field + lead scoring on the demo form.
  7. Dedicated comparison LP + HOA LP. Stop sending paid traffic to the homepage.
  8. Negative-keyword scrub to kill 1-unit, “free,” and job-seeker waste.
16

Risks & Watch-Outs

  • Negative-LTV leads (solo landlords). The efficiency killer. Filter relentlessly via negatives, unit-count scoring, and offline data.
  • PMax / broad match cannibalizing brand and pulling junk. Exclusions + offline feedback.
  • Tenant-side search pollution (“pay rent,” “tenant login”). Aggressive negatives.
  • Click fraud on expensive category terms. Monitor and exclude.
  • Long enterprise sales cycle. Set attribution windows that match reality; be patient with LinkedIn/ABM payback.
  • Review-site lead quality and exclusivity. Read the fine print before scaling.
  • Attribution wars. Server-side + incrementality tests, not platform self-report.
Capture first. Convert the undecided. Create new demand. Feed closed-won data back into every platform. Refuse the cheap lead that never pays. That's the whole game.
Appendix

Reference Material

Definitions, assumptions, the public record this plan was built on, and a note on the author.

A

Appendix

A.1 · Glossary & KPI definitions

CAC
Customer acquisition cost — fully-loaded media and sales cost per closed-won customer. Read by segment, never blended-only.
LTV : CAC
Lifetime value relative to acquisition cost. A healthy SaaS target is ≈ 3:1 or better — but the number that matters here is the ratio per unit tier, since a 200-unit operator and a 2-unit landlord are not the same business.
CAC payback
Months of gross margin required to recover CAC. The cash-flow companion to LTV:CAC and the metric a board watches post-raise.
MER / blended ROAS
Marketing efficiency ratio — total new revenue ÷ total spend. The de-duplicated truth metric that sidesteps platform attribution inflation.
SAL / SQL
Sales-accepted and sales-qualified lead — here, demo-held and demo-qualified. The stages that actually predict revenue.
Offline conversion import
Sending CRM outcomes (demo held, SQL, won, deal value, unit tier) back to the platforms via GCLID, Enhanced Conversions for Leads, and Meta CAPI — so bidding optimizes to revenue rather than form fills.
tCPA
Target cost-per-action bidding, set per segment once a campaign clears roughly 30 conversions per month.
Incrementality
True lift over a holdout — measured with geo or PSA tests, not platform self-report. The honest read on whether spend created demand or merely took credit for it.
ABM
Account-based marketing — paid media and sales coordinated against a named target-account list (e.g. NARPM member firms, G2 in-market accounts).
Demand capture vs. creation
Harvesting existing in-market intent (search, review marketplaces) versus generating new intent (social, video). Capture is funded first; creation keeps capture fed.

A.2 · Methodology & assumptions

This plan synthesizes three inputs: (1) DoorLoop's public market position — #1-rated on Capterra, free white-glove migration, transparent pricing, and the 2025 AI Assistant launch; (2) established B2B-SaaS demand-generation principles — capture before creation, and optimize to revenue rather than form fills; and (3) category benchmarks, stated here as starting hypotheses to be replaced by DoorLoop's first-party data inside the first 30 days. No figure in this memo is a promise. Every number is a dial to be tuned against closed-won data, and the measurement plan in §13 exists precisely so we stop guessing as fast as possible.

A.3 · Sources

  1. DoorLoop — “About Us.” doorloop.com/about
  2. DoorLoop raises $100M Series B led by JMI Equity (2024). doorloop.com/blog/doorloop-raises-series-b-funding
  3. DoorLoop expands presence, announces New York office (2025). PR Newswire
  4. Capterra — Property Management Software category & DoorLoop ratings profile.

A.4 · About the author

M

Mikee Shattuck

Head of Paid Acquisition, DoorLoop

Fifteen years building and scaling paid-acquisition programs across B2B SaaS, real-estate technology, and high-ticket services — with formal grounding in marketing and economics and a bias for unit-economics-led media. Specializes in demo-led, sales-assisted funnels and closed-loop, revenue-optimized bidding.

youtube.com/@mikee-ai — field notes on AI-assisted marketing and acquisition.

Mikee Shattuck

Mikee Shattuck

Head of Paid Acquisition · June 2026