Retargeting Services
Win back interested people without following everyone around the internet.
We'll reply with a written proposal: the work, what we need from you and an estimated timeline.
Where retargeting wastes your budget and annoys your customers
Retargeting fails quietly. Every visitor lands in one big list, people who already bought keep seeing ads, the same ad runs forever, product details go out of date, and sales the ad platform takes credit for get reported as money won back.
Everyone lands in the same audience
Someone who viewed your pricing page, someone who left right away, a lead you are already talking to, a past buyer and your own staff all see the same ad, even though their interest and suitability are very different.
Past buyers keep seeing ads
Updates from your CRM (customer database) reach the ad platforms late or use IDs that don't match, so people who already bought keep seeing ads meant to win new customers.
The ads never move past the first reminder
There is no planned order of messages: no proof, no answers to common doubts, no other options, no reason to act now and no polite point to stop as time since the visit goes by.
Product ads show the wrong details
The product ID tracked on your site, the record in your product catalog, the price, stock status, image and landing page don't agree at the moment the ad is shown.
Average figures hide ad fatigue
Overall results hide small groups who see the same ad again and again, while reach, the quality of responses and your brand's reputation quietly get worse.
Platform credit is mistaken for real extra sales
The ad platform's lookback window (the period after an ad view or click in which it claims a sale) takes credit with no comparison group and no check for overlap with your own emails, profit margin, returns or sales that would have happened anyway.
A clear path from someone's earlier interest to a useful next step
Retargeting (showing ads to people who have already visited your website, app or store) can win back real interest, but you shouldn't pay to follow everyone who has ever stopped by. We decide who should see your ads right now, leave out people who already bought and leads that aren't a fit, and match the message to how recently and how seriously each person showed interest. We check that product details and the pages your ads link to are correct, test the whole path live and show you where the ad platform's credit for sales differs from the real value to your business.
Eight areas of work connect who enters each audience, who is left out, the order of your messages, accurate product data (your feed: the product list you send to ad platforms), setup, fair testing, ongoing management and an honest report on the value actually won back.
Who to reach and why
We list every audience from your website, app, CRM, customer lists and products, with where it comes from, why it's used, whether people gave permission, its size, how recent it is and any platform rules that limit it.
Audience rules
We define what action puts someone into an audience, who is left out, how far back to look, how people are matched, which customer or lead stages count, how quickly updates must flow and which system has the final say, with a named owner.
Message order
We match reminder, proof, answers to doubts, other options, reasons to act now and closing messages to what people did, how recently they did it and where they stand with your business today.
Product ad accuracy
We check that the product IDs tracked on your site match your product feed records, stock, price, images, offer terms and final landing pages, using a sample of typical products.
Tracking and platform setup
We set up the audiences you're allowed to use, browser and server tracking (data sent from people's browsers and from your own systems), campaign limits, budgets and error checks, and confirm they work in your account today.
Exclusions and ad frequency limits
We leave out past buyers, poor-fit leads, staff, people in sensitive situations and people who just took action, and set clear, visible limits on how often people see ads and how long they stay in an audience.
Comparison tests and real value
We design fair comparison tests and match the platform's credit against overlap with other channels, lead quality, profit margin, returns and accepted proof of extra sales.
Ongoing management and regular reports
We check audiences, spend, how often people see your ads and tracking errors on a regular schedule, refresh ads people have seen too often and send you a plain-English report on what changed and what we recommend next.
Clear rules on who sees your ads, who is left out and what it's really worth
Every audience, message, exclusion and tracked action has a written rule for where it comes from, a named owner, a tested setup, its known limits and a clear trigger for when it needs updating.
Audience rules start in your own systems
Each campaign rule points to the fact in your CRM, tracking or product catalog that decides who qualifies, instead of an exclusion someone has to remember to add by hand.
Permission stays linked to how data is used
Decisions about collecting, matching, personalizing and excluding data keep a record of their purpose, the country or region rules involved and who approved them.
Messages move forward on purpose
Every ad has a job, an audience it is meant for, proof it must show, a page it links to and a point where people stop seeing it.
Product details are tested from start to finish
We check the product someone viewed, the matching item in your feed, the ad as shown, the offer and the landing page together as one sample path.
Ad frequency and overlap stay visible
Our report shows how often different people saw ads, how audiences shrink and fade over time and where ads clash with your own emails or other paid follow-up.
Value is checked against real results
Sales the platform credits to ads are read next to comparison-group results, lead quality, profit margin, returns and anything that is still uncertain.
Everything your retargeting campaign needs to stay relevant
The campaign plan covers why each audience exists, customer permission (consent), audience rules, how recent each visit was, the order of messages, product accuracy, tracking checks, how often people see ads, comparison groups and results that matter to your business.
Retargeting tools we use, limited to what your accounts can support
The platforms we name are current examples of what we use. Before relying on any of them, we check your access, plan, region and how each feature works in your account today.
Seven checks before any budget reaches an audience
Each check settles a question you need answered: who you may reach, which message fits, who must be left out, whether the path from ad to page works and what evidence will guide your next spending decision.
Audience and purpose check: who to reach and why
We list every audience from your website, app, CRM, customer lists and products, with its source, purpose, permission status, size, how recent it is and any platform rules that limit it.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Audience rules: who enters, who leaves and when
We define the actions that add people to audiences, who is left out, how far back to look, how people are matched, which customer or lead stages count, how fast updates must flow and which system has the final say, with a named owner.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Message order: what each ad says and when
We match reminder, proof, answers to doubts, other options, reasons to act now and closing messages to what people did, how recently they did it and where they stand with your business today.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Product ad accuracy: the right item, price and page
We check that the product IDs tracked on your site match your feed records, stock, price, images, offer terms and final landing pages, using a sample of typical products.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Tracking and platform setup that you can check
We set up allowed audiences, browser and server tracking, campaign limits, budgets and error checks, and confirm they work in your account today.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Exclusions and limits on how often people see ads
We leave out past buyers, poor-fit leads, staff, people in sensitive situations and people who just took action, and set visible limits on how often people see ads and how long they stay in an audience.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
Comparison tests and the value won back
We design fair comparison tests and match the platform's credit against overlap with other channels, lead quality, profit margin, returns and accepted proof of extra sales.
For each check we record the audience rule, the live setup, a sample test, what can go wrong, the evidence, known limits, the owner and the next decision.
How retargeting rules change with your type of business and buying journey
The audience rules adapt to your customers, risks, data, how often things change in your business and the results you care about, while the scope of this service stays the same.
Local services
For local services, retargeting must take into account your location, service area, availability, calls, bookings and who responds to inquiries.
Online stores and direct-to-consumer brands
For online stores and direct-to-consumer brands, retargeting must take into account accurate product details, stock, promotion terms, checkout paths, returns and profit margin.
Software companies (SaaS)
For software companies, retargeting must take into account use cases, product proof, free trial or demo paths, integrations (links to other tools) and activation (the point where new users start getting value).
Business-to-business (B2B) and professional services
For B2B and professional services, retargeting must take into account buying groups with several decision makers, expert proof, lead quality, the handover to sales and the long delay before deals close.
Healthcare and wellness
For healthcare and wellness, retargeting must take into account accuracy, privacy, who is eligible, appointment stages and clinical limits.
Finance, insurance and legal
For finance, insurance and legal, retargeting must take into account local laws, approvals, required notices, sensitive data and terms that change.
Education and training
For education and training, retargeting must take into account program facts, dates, who is eligible, enrollment steps, outcomes and accessibility.
Publishers and media
For publishers and media, retargeting must take into account authorship, content rights, subscriptions, fast-moving content and original evidence.
Marketplaces and directories
For marketplaces and directories, retargeting must take into account value for both buyers and sellers, identity, listings, data quality and duplicate actions.
Travel and hospitality
For travel and hospitality, retargeting must take into account seasons, location, availability, booking value, cancellations and policy rules.
Industrial and manufacturing
For industrial and manufacturing, retargeting must take into account technical specs, compatibility, distributors, long decision times and good-quality inquiries.
Memberships and communities
For memberships and communities, retargeting must take into account membership status, ongoing value, moderation, renewals and member support.
Who does what in your retargeting, with no hidden handovers
This service covers retargeting strategy, setup and reporting. Full CRM automation (automatic follow-up from your customer database) and fixing your product feed stay with their own specialist owners.
The agreed retargeting setup we build and run for you.
- Checking who to reach and why
- Audience stages and exclusion design
- Message order and ad brief
- Platform and tracking setup
- Ad frequency limits and comparison tests
- Report on the value won back
Working with the people who own the systems we connect to.
- CRM customer stages and status
- Product feed and stock owners
- Website and consent (cookie banner) setup
- Ad and brand reviewers
- Analytics and finance owners
- Privacy and legal reviewers
The facts about your business and the final say on launches.
- Approved reasons for each audience
- What counts as a customer and a lead
- Correct product, price and offer details
- Budget and how much risk you accept
- Consent and legal decisions
- Final say on launching and pausing
Nine practical records behind your retargeting campaign
Every piece of work can be traced from the original evidence, through setup and final checks, to reporting and ongoing upkeep.
Retargeting
Records each audience's purpose, origin, owner, identifiers, consent, size, refresh timing and platform rule status.
Defines how people enter, move forward, are excluded, drop out and come back, for every audience group.
Keeps versioned records of tracked action names, product IDs, timestamps, consent fields, matching details and rules for removing duplicates.
Connects audience stage, time since visit, doubts, proof, offer, format, landing page and stop point.
Checks tracked products against feed price, stock, image, web address and approval status.
Stores the audience, campaign, budget, bidding goal, ad placement and account-specific choices.
Captures test evidence for the journeys of people who qualify, are excluded, are duplicated, are out of date, view unavailable items or have already bought.
Records test group assignment, mixing between groups, your own follow-up messages, other changes at the same time and what is uncertain.
Shows delivery, ad frequency, platform credit, comparison results, lead quality, margin, returns and decisions.
The connected growth engine
Owns campaign structure, budgets, bidding, where ads appear, exclusions and decisions to pause.
Owns tracking, identity matching, consent status, audience refreshes, duplicate removal and error checks.
Owns the official lead, sales opportunity, customer, poor-fit, exclusion and re-entry stages.
Owns product IDs, price, stock, offers, profit margin, returns and the facts shown on live landing pages.
Owns message roles, proof, brand review, ad versions, the response to tired ads and usage rights.
Owns privacy, legal, sensitive-topic, platform-rule and final go-live decisions for every launch.
One connected scope. Retargeting is coordinated with the strategy, creative, experience, data and reporting it depends on, so responsibilities and handoffs stay visible in one written plan.
From audience plan to a careful first launch
We usually aim to test a sample audience and its exclusions within five to ten business days, once access, budget, approved offers, usable ads and a working landing page are ready. When the campaign can launch and when results become useful then depend on the platform's own approval rules, the size of the audience and how the ads are delivered.
Retargeting, from launch to learning
Scope and purpose
Approve markets, platforms, how each audience may be used, exclusions, results to track and how legal review fits in.
KPI DefineAudience rules
Define entry, moving forward, exclusion, dropping out, coming back and how fast audiences must refresh.
KPI PlanMessage order
Assign message jobs, proof, offers, landing pages, ad frequency and stop points.
KPI OrderCareful launch
Start with limited audience groups, with set watch periods, frequency checks and rules for pausing.
KPI LaunchComparison test and value report
Match platform credit against comparison results, overlap, lead quality, margin, returns and what is uncertain.
KPI ReviewHandover for day-to-day running
Name owners for audience refreshes, ads, the product feed, exclusions, monitoring and the next test.
KPI RunOur full growth plan (all services together), month by month
Setup and first launch
Agree priorities, fix the biggest problems and launch the first approved work once we have access, content, budget and your sign-off.
KPI First work liveBuild and improve
Use the first report to improve the live work and build the next agreed materials, campaigns, pages or follow-up steps.
KPI Improvements liveDo more of what works
Do more of the messages, audiences, pages or channels that the results show are working, while keeping budgets and quality checks within the limits we agreed.
KPI What works, expandedStrengthen results
Fix weak handovers between teams, gaps in tracking and anything slowing delivery, then test the next priorities against measures that matter to your business, such as lead quality and sales.
KPI Blockers removedTurn more visitors into customers
Improve the offer, message, page and follow-up steps wherever the results show people getting stuck or leads that aren't a good fit.
KPI Improvements to win more customers livePlan the next round
Review what changed, what the results really show, what should stop and which work deserves budget and attention in the next period.
KPI Next round agreedRelevant follow-up, not endless repetition
The difference is an up-to-date rule for each audience, a planned order of messages and an honest report on business results, not another campaign copied from one broad list of visitors.
- Starts with every site visitor
- Uses one time window for everyone
- Relies on the platform to identify people
- Repeats one winning ad
- Adds past buyers to exclusions by hand
- Assumes an accepted feed is a correct feed
- Only looks at average ad frequency
- Optimizes for the platform's own credit
- Ignores overlap with your own emails and messages
- Calls platform-credited sales money won back
- Starts with an approved reason for each audience
- Uses time windows that suit each audience stage
- Writes down identity and consent limits
- Plans a reminder, then proof, then a stop point
- Syncs final CRM stages, such as bought or ruled out
- Tests that each product matches its landing page
- Tracks ad views by audience age and how they fade
- Keeps platform credit separate from real extra sales
- Measures overlap between channels
- Checks lead quality, margin and returns
Results from Softscotch client work.
These totals come from work for Softscotch clients across search, paid ads, websites and lead generation, as published on softscotch.com. Past results don't guarantee future results.
All six Softscotch client stories.
Every Quick Story currently published on Softscotch.com, covering education, ecommerce, healthcare and SaaS. Stock photography represents each client industry; the figures are reported historical results and do not guarantee future performance.
Education Ads + local SEO
183% more leads for an education consultancy
An education consulting business in India needed to build its digital presence and lead flow from scratch.
- Built a new WordPress website
- Used Quora ads to grow daily lead volume
- Added Local SEO and community engagement
Home solutions Shopify + SEO
Home-solutions ecommerce growth
A home-solutions business was dependent on business-to-business (B2B) marketplaces, losing sales and recovering from a Google penalty.
- Resolved the Google penalty
- Revamped the website and online store
- Improved organic visibility and Amazon campaign performance
Health consultant $20/day
Five booked calls a day for a health consultant
A Houston lactation consultant needed to recover a malware-damaged website and rebuild local patient acquisition.
- Rebuilt the hacked site and migrated it to secure hosting
- Ran targeted Facebook and Google campaigns
- Reached top-three local Google positions
Ecommerce 10 months
315% organic growth for an ecommerce site
Softscotch reports a 315% increase in ecommerce organic traffic over 10 months through focused on-page SEO.
- Optimized product and collection pages
- Improved the links between pages and the page addresses (URLs)
- Made the site easier for Google to explore and better matched to what people search for
SaaS platform Cold outreach
9% close rate for a transcription SaaS
A transcription platform needed a qualified prospect list and a reliable email-sending setup for outreach we managed.
- Built a comprehensive prospecting list
- Managed the cold outreach campaigns
- Set up reliable email-sending servers (SMTP)
Healthcare 6 months
182% organic growth for a healthcare clinic
A clinic in a competitive location needed to build organic search visibility from the ground up.
- Built the clinic's foundation for unpaid (organic) Google search
- Combined on-page and off-page SEO
- Reached top-five positions in Google Search
Teams that stopped leaving clicks on the table.
"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."
"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."
"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."
"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."
"Softscotch is a great team to work with: transparent, reliable and genuinely invested in the growth of your company. They are good partners to have by your side."
"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."
"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."
"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."
"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."
You'll always know exactly what we changed.
Plenty of agencies go quiet after the audit and you never quite know what you're paying for. We do the opposite. You get a live view of every change and what it moved, in plain language you can act on.
Live client dashboard
Every change, score and ranking in one place you can open any time, not a monthly PDF you wait around for.
Ready for your review
Weekly video summary
A short screen-recorded video (Loom) each week walking you through exactly what shipped and what it moved, so nothing is a mystery.
Before
After
Before/after score per page
See the exact lift on every page we touch, not a vague "it's improving" you have to take on faith.
Approved page updates are live.
Product details need a review.
Confirm the next priority pages.
Plain-English reporting
Clicks, rankings and revenue, explained in words you can act on, instead of a wall of charts about how often you were seen (impression charts.
Reports on demand
Ask for any cut of the data whenever you need it and get it, no waiting for the end of the month.
- ✓Proposed
Softscotch prepares the change.
- ✓Approved
Your team gives the go-ahead.
- ✓Published
Checked live and recorded.
Ethical, transparent, always on
One accountable team, strictly white-hat (only methods search engines and platforms allow), no shortcuts and no surprises. Support whenever you need it.
One Softscotch plan gives you access to the full service stack, coordinated around your priorities.
You do not need a separate agency or retainer for every channel. Your plan can draw from search, paid media, web, ecommerce, outreach, automation, lead generation, messaging, content, creative and operations. The agreed scope sets what is active, in what order and at what capacity.
One price for everything, not a stack of separate retainers.
You get one price for your whole marketing, not a separate retainer for every service. SEO, paid ads, your website, automations, cold email and newsletters, we run all of it as a single scope, so you get the most result for what you pay. Agencies sell each of these on its own, so the invoice climbs whether or not that line drives a single lead.
A different agency or retainer for each service. The bill stacks up fast, and keeps climbing whether or not each one moves a single lead.
Plus the one-off build, and a fresh contract, kickoff and onboarding delay for every new service you add.
We run your whole marketing as one engagement, so you get the most result for what you pay, not a pile of disconnected invoices.
- SEO: technical, on-page, content, local and AI search
- Template-built pages (programmatic SEO), links from other websites (backlinks) and authority
- CRO and landing pages
- Paid ads across Google and Meta
- Automations, cold email and newsletters
- WordPress build, setup and ongoing care
- One team, one roadmap and one point of contact
- Reporting tied to qualified leads and revenue
Priced to your site after the audit. No sticker price, and no per-service creep.
Retargeting services FAQs: questions to ask before you start
These answers explain access, your right to use audience data, budget, ads, data, timing, costs and the limits on results, all before anything goes live.
What is included in your retargeting services?
The agreed scope can include checking who to reach and why, audience entry and exit rules, message order, product ad accuracy, tracking and platform setup, exclusions and ad frequency limits, ongoing management with regular reports, and comparison tests that show the real value won back. Your proposal names what we need from you, the evidence, the owners, what you get and the checks that show it works.
When is retargeting the right service?
It fits when you already show ads to past visitors, leads, customers or product viewers, but it isn't clear who is in each audience, who is left out, how messages move forward or whether the ads bring in sales you wouldn't have made anyway.
What access and information do you need?
We need your approved reasons for each audience and your markets, access to your ad accounts, tracking tags and tracked actions, consent settings, customer stage data from your CRM, product feeds, ad and offer records, landing pages, what counts as a sale or lead, profit margin figures and the names of the people who will review the work.
What evidence do you look at?
We look at audience rules, audience sizes, consent settings, the data sent with each tracked action, identity matching and duplicate removal, final customer stages in your CRM, feed items, ad sequences, landing pages, how often people see ads, platform credit settings and any data we can use for a fair comparison.
How do you set the starting point for comparison?
We take a fixed snapshot of your current audience rules, account setup, lookback windows, exclusions, tracking and feed versions, ads, landing pages, credit (attribution) windows and any other campaigns running at the same time.
How do you separate what we see from real business value?
We keep apart who qualified from who was actually reached, being reached from paying attention, platform-credited sales from real extra sales (lift), and total revenue from the value won back after lead quality and profit margin.
Can you run fair repeat tests?
Yes, when there are enough people in the audience and the test groups, consent, exclusions, controls that keep groups separate and the time to watch are good enough for an accepted comparison or fade test.
Do platform-credited results prove the ads made a difference?
No. Attribution (how a platform gives ads credit for a sale) follows that platform's own counting method. Proving real extra sales needs a fair comparison group, enough data and a clear statement of how uncertain the result is.
Do automatic suggestions decide the plan of work?
No. Automatic reports and platform suggestions are dated inputs. A named reviewer checks their evidence, limits and relevance to your business before approving any work.
Do you change live systems while you're still investigating?
Only after the audience, consent, message, feed and measurement rules are approved. Live changes go through set launch checks, and a named person has the power to pause them.
Can you guarantee platform approval or that ads will run?
No. Google, Meta and other platforms decide who can be in an audience, how people are matched, how ads are delivered and how their rules are enforced. We check how your account works today, but we can't promise access or reach.
Who makes legal, privacy and rights decisions?
You keep the final say on legal, privacy, usage rights, claims, confidentiality and required notices. Softscotch writes down how these decisions feed into the work and only carries out instructions you've approved.
What does the reporting keep separate?
Reporting keeps these apart: who qualified in your source data, the audience the platform matched, delivery, ad frequency, platform-credited sales, comparison test results, overlap between channels, lead quality, margin, returns and decisions about the value won back.
What can the evidence not prove?
A list size doesn't prove you reached people, an ad view doesn't prove anyone paid attention, a platform-credited sale doesn't prove the ad caused it, and a comparison test can't be trusted if the test groups, volume or separation between groups is weak.
What work is not part of this service?
Full CRM automation, fixing your product feed, online store work, offer strategy, making ads beyond the agreed set, setting up a consent tool and legal advice are all outside this service and scoped separately.
Can you guarantee results from retargeting?
No. Softscotch is responsible for the agreed research, setup, checks and reporting. Ad platforms, your data, customer demand, competitors, how your business runs and market conditions also affect results.
How long does the first round of work take?
Once we have working access and your decisions, we usually aim to deliver the readiness summary in three to five business days and a sample audience and exclusion test in five to ten business days. A careful first launch usually takes two to four weeks. When results become useful depends on how many people qualify for the audience, how the platform delivers ads, how long people take to buy and how the comparison test is designed. These are planning ranges, not guarantees.
How is retargeting priced?
Pricing depends on the platforms, audience sources and stages, tracking and CRM work, how many products you have, the message order, landing pages, test design, reporting and how often we review the work. Your ad spend is paid separately.