TLDR;
- Stop looking at agency awards, client logos, or fancy London offices. These are vanity metrics that mean nothing for your B2B tech company's bottom line. Focus exclusively on their track record with businesses like yours.
- The only metric that truly matters is your Lifetime Value (LTV) to Customer Acquisition Cost (CAC) ratio. If an agency can't have an intelligent conversation about this, they're not the right partner. You'll find an interactive calculator below to help you figure yours out.
- Case studies are your best vetting tool, but you need to know how to read them. Look for detailed breakdowns of the problem, the strategy, and the results in terms of CPA or ROAS, not just impressions. Use the flowchart below to help you analyse them properly.
- On the discovery call, ask "what would you do for me?" not "what have you done?". A good partner will have already looked at your business and come with initial ideas, not a generic sales pitch.
- The best agencies offer a free, high-value strategy session or account audit upfront. This is your chance to sample their expertise before you sign anything. If they don't, it's a major red flag.
Finding a decent B2B tech ad agency in the UK feels like a proper nightmare, doesn't it? You're bombarded with slick sales pitches, confusing jargon, and promises of "skyrocketing your ROI". Most of it is complete rubbish, tbh. The truth is, most agencies are generalists. They might be great at selling clothes on Instagram, but they'll burn through your cash trying to generate leads for a complex SaaS product.
The problem is you're probably asking the wrong questions. You're not just looking to hire a pair of hands to click buttons in Google Ads. You're looking for a specialist partner who understands the long sales cycles, the multiple decision-makers, and the specific pain points of your ideal customer. This isn't about finding someone down the road in Shoreditch; it's about finding the right expertise, wherever they are based.
Over the years, I've seen countless B2B tech founders get this wrong. They choose an agency based on a flashy website or a big client logo, only to be disappointed a few months later with a pile of low-quality leads and a much lighter bank account. Let's cut through the noise and talk about how to actually vet an agency that can deliver measurable results for a UK tech business.
So, why is most agency advice a load of nonsense?
The internet is full of articles telling you to look for "award-winning agencies" or ones with "Google Premier Partner" badges. Let me be brutally honest: this stuff is mostly meaningless. An award for a creative video ad they made for a big consumer brand has zero bearing on their ability to generate qualified leads for your FinTech platform. That Premier Partner badge? It just means they manage a certain amount of spend. It's a volume metric, not a quality one.
You have to ignore the vanity metrics. A swanky office in Central London, a long list of impressive-sounding client logos (who might have only used them for a tiny, one-off project), and a slick, fast-talking sales team are all designed to distract you. They are sales tools, not indicators of expertise. I've seen small, remote teams run circles around massive, well-known London agencies because they had deep, specific experience in one niche.
The fundamental mistake is thinking you're hiring a vendor. You're not. You're trying to find a growth partner. The only thing that matters is their proven ability to solve your specific, expensive problem – which is almost always acquiring high-value customers at a profitable cost. To do that, you first need to understand your own numbers.
What's the one metric I absolutely must understand?
Forget Cost Per Lead (CPL) for a minute. Obsessing over a low CPL is a rookie mistake that leads to terrible decisions. A cheap lead from a junior employee who just wanted to download your whitepaper is worthless. A more expensive lead from a C-level decision-maker who is actively looking for a solution like yours could be worth thousands. The real question isn't "How low can my CPL go?" but "How high a CPL can I afford to acquire a truly great customer?"
The answer lies in your Customer Lifetime Value (LTV). Before you even speak to an agency, you need to have a handle on this number. It's the North Star for your entire paid acquisition strategy. If an agency you're talking to doesn't bring this up and instead just talks about leads or clicks, walk away. They're amateurs.
Here's the basic maths. It's not perfect, but it's a damn sight better than guessing.
- Average Revenue Per Account (ARPA): What's a typical customer worth to you each month?
- Gross Margin %: What's your profit margin on that revenue? (Don't forget to factor in cost of goods sold, support costs, etc.)
- Monthly Churn Rate: What percentage of customers do you lose each month?
The calculation is simple: LTV = (ARPA * Gross Margin %) / Monthly Churn Rate.
Here's an interactive calculator to make this real. You can play around with the sliders to see how small changes can massively impact what you can afford to spend on ads.
Suddenly, that £250 lead from a CTO on LinkedIn doesn't seem so expensive, does it? If you know a customer is worth £10,000 to you over their lifetime, you can confidently spend up to £3,333 to acquire them and still run a very healthy business. This single peice of information changes the entire conversation from "how cheap can we get leads" to "how can we profitably acquire customers". It's the foundation of scaling with paid ads, and any agency worth its salt knows this.
How do I spot an agency with genuine B2B tech experience?
Once you've got your numbers straight, you can start looking at agencies. Your single most powerful vetting tool is their case studies. But you have to know how to read them. A vague case study that says "We increased brand awareness by 200% for a tech client" is useless. It's marketing fluff.
You need to hunt for specifics. I'd say a good case study should feel like a mini-strategy document. It should clearly outline:
- -> The Client & The Problem: Who were they, what industry are they in (e.g., cybersecurity, HR tech, etc.), and what was the specific, painful problem they were trying to solve? Was it not enough demo requests? High cost per trial? Inability to scale spend?
- -> The Strategy: What platforms did they use (LinkedIn, Google Search, etc.)? What was their targeting approach? What kind of offers and ad creative did they use? This is where you look for real strategic thinking, not just "we ran some ads".
- -> The Results: This is the most important part. The results must be in terms of business metrics. For example, in one campaign, we generated 1,535 trials for a B2B SaaS client on Meta Ads. For another, we achieved a $22 Cost Per Lead for B2B decision makers on LinkedIn Ads. I remember one of our best results was for a medical job matching SaaS, where we reduced their Cost Per User Acquisition from £100 down to just £7. Those are the kinds of numbers that show an agency understands B2B performance. Vague metrics like "impressions" or "reach" are massive red flags.
Don't be afraid to dig in. If they have experience that seems relevant, like with other SaaS companies, that's a great start. We've run many campaigns for B2B SaaS and it's a completely different world to eCommerce. The right partner will have this experience. If you're a UK founder, you'll find more tips in The UK SaaS Founder's Guide To Paid Ad Agencies.
Here’s a simple flowchart to help you quickly vet a case study:
Is the client in B2B Tech/SaaS and a similar size to you?
Does it define a clear business problem (e.g., high CPA, low trial signups)?
Are results shown as CPA, ROAS, or qualified leads? (Not 'impressions').
If you can't find detailed case studies on their website that are relevant to your business, they are almost definately not the right fit. Don't waste your time on a call.
What killer questions should I ask on a discovery call?
Right, so you've done your homework, you've calculated your LTV, and you've found an agency with some promising case studies. Now it's time for the discovery call. This is where you can seperate the experts from the salespeople.
Your goal is to shift the conversation from them talking about themselves to them talking about *your* business. A good agency will have already looked at your website and your current marketing before the call. They should come with questions and initial ideas. A bad agency will launch into a generic PowerPoint presentation about how great they are.
Here's how to take control and find out what you really need to know.
| Topic | Red Flag Questions & Answers | Green Flag Questions & Answers |
|---|---|---|
| Strategy | You ask: "What's your process?" They say: "We have a proprietary 5-step system..." (Generic sales talk) |
You ask: "Based on our website, who do you think our ICP is and what initial campaign would you suggest testing on LinkedIn?" (Tests their preparation and strategic thinking) |
| Results | You ask: "What kind of ROI can you guarantee?" They say: "We guarantee a 3x ROAS!" (Impossible promise, huge red flag) |
You ask: "Given our LTV is £10k, what would be a realistic target CPA for a qualified demo request in our industry?" (Shows you understand your numbers and asks for a realistic forecast) |
| Team | You ask: "Who will work on my account?" They say: "Our team of experts." (Vague, you'll probably get a junior) |
You ask: "Can I speak to the actual person who will be managing our campaigns? What's their specific experience with B2B tech?" (You want to know who is actually doing the work) |
| Onboarding | You ask: "How do we get started?" They say: "Just sign the 12-month contract and we'll have a kickoff call next week." (Locks you in before proving value) |
You ask: "What does your onboarding proccess look like? Do you offer a trial period or a smaller initial project to start?" (A good partner is confident enough to prove their value first) |
Tbh, the best sign is if they offer a free, genuinely helpful initial consultation or account review. This is their chance to show you they know what they're doing. We do this for all potential clients. We'll actually go into their ad accounts, look at their strategy, and give them actionable advice they can use, whether they decide to work with us or not. It's the ultimate "show, don't tell". If an agency is cagey about giving you specific advice before you've signed a long-term contract, they're probably not very confident in their abilities.
One final point on this – if you've seen their detailed case studies and had a great strategy call where they've demonstrated their expertise, don't then ask for references to call their other clients. For us, that's an instant red flag. It signals a lack of trust right from the start, and it suggests we're not a good fit. The proof should be in the case studies and the quality of their advice.
Does being based in London even matter for a B2B tech business?
This is a big one, especially for UK founders. There's a natural tendency to want to work with a local London agency. And sure, if you want to pop into their office for a coffee, that's nice. But in 2024, it's one of the least important factors. Expertise is global. The best LinkedIn Ads specialist for your niche might be in Manchester, not Farringdon.
What *does* matter about the London/UK market is understanding the landscape. The competition here is fierce, especially in sectors like FinTech and enterprise SaaS. CPCs on Google Ads for valuable B2B keywords are some of the highest in Europe. Anyone telling you they can get you leads for pennies is lying. An agency with UK market experience will understand this. They'll know the benchmarks, they'll understand the nuances of the audience, and they'll be able to build a strategy that accounts for the higher costs.
The London agency scene is also very crowded. You have the giant network agencies in Soho who are expensive and will likely stick a junior account manager on your business. Then you have hundreds of smaller, specialist agencies and consultants. For a B2B tech startup or scale-up, your best bet is almost always one of the specialists. They live and breathe your world. They understand the difference between an MQL and a PQL, they know the podcasts your CTO listens to, and they've probably already run campaigns targeting the same people you want to reach. You can find out more on how to navigate this in our guide on vetting B2B ad agencies in London.
The key is to focus on their specific expertise in B2B tech advertising, particularly within the UK, rather than their postcode. If you're building tech in London, you need a partner who gets the unique challenges and opportunities of this market, which is something we cover in our playbook for B2B tech ads in London.
Should I be looking for a consultant or a full agency?
This is a common fork in the road and there's no single right answer. It depends on your stage, your internal team, and your budget. Let's break it down.
A specialist B2B ad consultant is often a single person who is a deep expert in one or two areas, for example, a LinkedIn Ads guru or a Google Ads wizard for SaaS.
Pros:
- You get to work directly with the expert. The person you talk to on the sales call is the person doing the work.
- They are often more flexible and can be more cost-effective for targeted projects.
- Ideal for early-stage companies who need high-level strategy and expert execution but don't need a massive team.
- They have limited bandwidth. They can only take on a few clients at a time.
- They are specialists. If you need help across five different ad platforms plus landing page design and copywriting, you might need more support.
- They can be a single point of failure. If they get sick or go on holiday, your campaigns might be on pause.
A B2B ad agency is a team of people with different skills – strategists, ad managers, copywriters, designers, etc.
Pros:
- They offer a broader range of services and can handle more complex, multi-channel campaigns.
- They have more resources and can often move faster on creative production or data analysis.
- There's more redundancy. If your account manager leaves, there's a team to back them up.
- You might not get to work directly with the senior experts. Often, the senior team does the selling, and a more junior person manages the day-to-day. You have to be very clear on this point.
- They can be more expensive due to higher overheads.
- Their processes can be more rigid and less adaptable than a nimble consultant.
For many SaaS founders, the choice can be tricky. We've put together a specific guide on this topic which might help you decide between a SaaS marketing consultant or an agency. Ultimately, you need to vet them using the same process. Whether it's a one-person-band or a 50-person agency, the core questions remain: Do they have proven expertise in my niche? Do they understand my business model? Can they talk intelligently about LTV and CAC?
My Actionable Vetting Framework: A Summary
Okay, that was a lot of information. Let's pull it all together into a simple, step-by-step framework you can use to find the right agency partner. I've detailed my main recommendations for you below:
| Vetting Stage | What to Look For | Key Action | Red Flags to Watch For |
|---|---|---|---|
| 1. Homework | Understanding your own key metrics. | Use the calculator above to get a solid estimate of your LTV and target CAC. | Going into conversations without knowing your numbers. You'll be unable to judge if their proposals are realistic. |
| 2. Research | Agencies with specific, relevant case studies. | Go through their website and find 2-3 case studies for B2B tech/SaaS companies. Analyse them using the flowchart method. | Vague, fluffy case studies. No mention of specific platforms or business metrics (CPA, ROAS, trials etc). |
| 3. First Contact | A partner who offers upfront value. | Book a free strategy session or account audit. See what kind of value they provide before asking for a signature. | Pushy sales tactics. Insisting on a long-term contract before they've demonstrated any expertise on your business. |
| 4. Discovery Call | A strategic discussion about your business. | Ask them specific questions about how they would approach *your* challenges. Use the Green Flag questions from the table above. | A generic sales pitch. Guarantees of results. Inability to discuss LTV:CAC. Vague answers about who will run your account. |
| 5. Proposal | A clear, customised plan of action. | Review their proposal. Does it directly address the problems discussed on the call? Is the scope clear? Is there a trial period or an initial test project? | A cookie-cutter proposal that looks like it could have been sent to anyone. A lock-in 12-month contract from day one. |
Still feeling lost? Let's have a chat.
Choosing an agency is one of the most significant marketing decisions you'll make. Getting it right can unlock scalable growth and become a massive competitive advantage. Getting it wrong means months of wasted time, burnt cash, and immense frustration.
Trying to manage complex platforms like Google and LinkedIn Ads yourself while also running a business is a recipe for disaster. The platforms are constantly changing, and what worked six months ago might not work today. You need a specialist who is in the trenches every single day.
If you're still not sure where to start, then maybe we can help. We offer a completely free, no-obligation 20-minute strategy session. We'll take a look at your business, your goals, and what you've tried so far, and give you honest, actionable advice based on our experience running successful campaigns for dozens of B2B tech and SaaS companies. There's no sales pitch. Just straight-talking advice to help you get some clarity on your next steps.
If you're interested, get in touch to schedule your free consultation.
Hope that helps!