TLDR;
- Single-channel retargeting is a waste of money. Your customers don't live on just one platform, so your ads shouldn't either.
- The key is to sequence your message based on user intent. A homepage visitor needs education, while a pricing page visitor needs a direct offer.
- Google RLSA (Remarketing Lists for Search Ads) is your secret weapon. It lets you bid more on high-intent searchers who already know you.
- Don't just retarget, have a conversation. Your ad on LinkedIn should feel different from your ad on Instagram. Context is everything.
- This guide includes an interactive budget calculator and a detailed flowchart to help you visualise and implement a proper multi-channel strategy.
Most businesses get retargeting completely wrong. They set up a basic "all website visitors" audience on Facebook, blast them with the same "Buy Now" ad for 30 days, and then wonder why their results are mediocre. They're basically shouting at people who just glanced in their shop window. It's lazy, it's annoying, and it burns cash faster than a bonfire on Guy Fawkes night.
The truth is, your potential customers are having a fragmented journey across the internet. They might discover your blog post through a Google search on their laptop at work, scroll past your ad on Instagram while on the train home, and then research your company on LinkedIn the next day before making a decision. A sophisticated retargeting strategy doesn't just follow them around; it meets them where they are with a message that's right for that specific moment and platform. It's about having a coordinated conversation that gently guides them from initial curiosity to a confident purchase. This framework isn't about just getting more clicks; it's about converting the right people by respecting their journey and intent.
So, why does your single-platform approach keep failing?
Let's be brutally honest. Relying on just one channel for your retargeting is like trying to build a house with only a hammer. You might get a structure up, but it's going to be wobbly and inefficient. Each platform has its own inherent strengths and weaknesses, and ignoring this is a recipe for dissapointment.
Meta (Facebook & Instagram): This is the king of passive discovery. It's brilliant for staying top-of-mind with visual, engaging content. But its weakness is intent. People are there to see pictures of their friends' babies and holiday snaps, not necessarily to make a considered B2B purchase. If you only retarget here, you're relying on interrupting them enough that they eventually convert. It can work, but you're missing the crucial moments when they are actively looking for a solution.
Google Ads: This is the opposite. Google is pure intent. Someone searching "project management software for small teams" is telling you exactly what they need, right now. Retargeting lists for search ads (RLSA) are incredibly powerful because you're catching someone who already knows you and is back in problem-solving mode. But if you only use Google, you go dark the second they leave the search results page. You lose the ability to nurture them, build trust, and stay visible while they're in the 'consideration' phase.
LinkedIn Ads: For B2B, this is the holy grail of demographic targeting. You can get your message in front of the exact Head of Engineering at a 100-person tech company you want to reach. The problem? It's expensive, and the mindset is professional, not transactional. People are there to network, learn, and maybe look for a new job. A hard sell often falls flat. Using LinkedIn in isolation means you're paying a premium without warming up the audience first on cheaper platforms.
Relying on one channel creates "platform blindness." You're only seeing a tiny slice of the customer's journey and making decisions based on incomplete data. The real magic happens when you make these platforms talk to each other, creating a seamless experience for the user that feels helpful, not harrassing.
What's the technical foundation you need to get right first?
Before you can even think about clever strategies, you need to get the plumbing right. Without solid data foundations, you're just guessing. This means setting up your tracking pixels and tags meticulously across every platform. My advice? Use Google Tag Manager. It keeps everything in one place and saves you from begging a developer for help every time you want to add a new tag.
Your first job is to build your core audience pools. These are the building blocks of any good retargeting strategy. Don't just stop at "All Website Visitors." You need to get much more granular than that. Here's a typical hierarchy I'd start with:
Top-of-Funnel (Broadest):
-> All Website Visitors (Last 180 days)
-> Video Viewers (e.g., people who watched 50% of your Meta or LinkedIn ad)
-> Social Media Engagers (people who liked, commented, or shared a post)
Mid-Funnel (Showing Interest):
-> Specific Page Visitors (e.g., pricing page, features page, a key blog post)
-> Spent Time on Site (Top 25% of visitors by time spent)
-> Lead Form Engagers (Opened a form but didn't submit)
Bottom-of-Funnel (High Intent):
-> Cart/Checkout Abandoners (The hottest leads for e-commerce)
-> Demo Request Page Visitors
-> Free Trial Sign-ups (who haven't converted to paid)
You also need to set up your Exclusion Audiences. This is a step amateurs always miss. There is nothing more infuriating for a customer than buying your product and then being bombarded with ads for that same product for the next 30 days. Your exclusion list should include "All Converters" or "Customers" (from an email list upload), and you need to apply this exclusion to ALL your retargeting campaigns. It's basic stuff, but so many get it wrong.
This diagram shows how different user actions on your digital properties should feed into specific audience pools for each ad platform. It's not about one big bucket; it's about creating multiple, specific buckets you can use for targeted messaging.
- -> All Visitors
- -> Pricing Page Viewers
- -> Customer List Match
- -> Website Visitors
- -> Video Viewers (75%+)
- -> IG/FB Engagers
- -> Website Visitors
- -> Lead Form Opens
- -> Company List Match
How do you actually structure the multi-channel conversation?
Right, this is where the strategy comes to life. You need to stop thinking in terms of "campaigns" and start thinking in terms of "conversational stages." Each stage has a different goal, a different message, and uses different platforms to their best effect. I'd say many businesses also get stuck because they think they need to send people down a complicated funnel, but often some simple sales campaigns for retargeting is all you need to get started.
Stage 1: The Gentle Reminder (Days 1-7 after first visit)
Who: "All Website Visitors" or "Blog Readers" (excluding anyone who went to a high-intent page like pricing).
Goal: Build trust and re-establish your brand. You are NOT going for a hard sell here. You're just trying to get a second, more meaningful interaction.
The Plays:
-> Meta (Facebook/IG): Run a video ad showcasing a customer testimonial or a case study. The goal is to get them to see the results you deliver for others. It’s social proof, plain and simple.
-> Google Display Network (GDN): Use clean, professional banner ads that focus on your core value proposition. The Call-to-Action should be soft, like "Learn More" or "Discover How It Works." You're just aiming for brand recall.
-> LinkedIn (for B2B): Promote a piece of high-value content. A link to an insightful article, an invitation to a free webinar, or a downloadable industry report. You're positioning yourself as a thought leader, not a vendor.
Stage 2: The Direct Approach (Days 3-14)
Who: Visitors to high-intent pages (Pricing, Features, Demo Request) or people who watched >75% of your Stage 1 video ad.
Goal: Drive the conversion. These people have shown they are interested. Now is the time to make your offer clear and compelling.
The Plays:
-> Google Search (RLSA): This is your ace in the hole. Layer your "Pricing Page Visitors" audience onto your search campaigns. Bid 50% higher for them on keywords like "[your competitor] alternative" or "best [your product category] software." They already know you, so when they start comparison shopping, you need to be right there at the top. This is a tactic we've used to great effect for SaaS clients. For instance, with a medical job matching platform, we used a combination of Google and Meta Ads to dramatically improve their results, reducing their cost per user acquisition from £100 down to just £7.
-> Meta (Facebook/IG): Now you can hit them with your direct response ads. Use a carousel to highlight 3-5 key benefits, or a simple image ad with a strong offer: "Start Your Free 14-Day Trial" or "Get Your Free Consultation."
-> LinkedIn (for B2B): If your deal size justifies it, this is where you can get personal. Use Sponsored InMail from a senior person at your company. The message should be helpful, not salesy: "Saw you were looking at our platform. Do you have 15 minutes next week to discuss how we could solve [specific pain point] for your team?"
Stage 3: The Final Nudge (Days 7-30)
Who: Cart abandoners, people who started a trial sign-up but didn't finish.
Goal: Overcome the final hurdle. What stopped them? Was it price? Confusion? A distraction? Your job is to address it directly.
The Plays:
-> Meta (for e-commerce): Dynamic Product Ads (DPAs) are non-negotiable. Show them the exact product they left in their cart. Add a layer of urgency or a small incentive: "Complete your order and get free shipping" or "Your cart expires in 24 hours."
-> Google Ads (Search & Display): Hit them across both. On search, bid aggressively on your own brand name for this audience. On Display, use an ad that addresses a common objection, like "Questions? Chat with our team now" or "See why we have over 500 five-star reviews."
-> All Platforms: This is a great place to use testimonial ads again, but make them specific. If they abandoned the checkout for a specific product, show them a review from someone who loves that exact product.
Are there any platform tricks I should know?
Absolutely. Just running the stages isn't enough; you need to leverage the unique tools each platform offers. This is where you move from competent to expert.
Google Ads Deep Dive:
Don't just use RLSA to bid up. Use it to change your ad copy too. For someone on your retargeting list, you can write copy that assumes they know who you are. Instead of "The Best Project Management Tool," your headline could be "Still Thinking It Over? See Why [Your Brand] Beats The Competition." You can also build 'negative' retargeting lists. For example, if someone has only read one blog post and bounced in 10 seconds, you might want to exclude them from your expensive search campaigns for a while.
Meta Ads Mastery:
Get obsessed with video view audiences. Create separate audiences for 25%, 50%, 75%, and 95% viewers. Someone who watched 95% of your 2-minute case study is one of the hottest leads you will ever find. Put them into a dedicated ad set with your best direct offer. Also, don't be afraid to test separating Facebook and Instagram placements. While Meta's algorithm is good, sometimes you'll find that a more polished ad performs better on Instagram, while a more direct, text-focused ad does better on Facebook.
LinkedIn B2B Secrets:
Use the Website Demographics feature. It's free. It will tell you the job titles, industries, and company sizes of the people visiting your website. This is pure gold. If you see a spike in visitors from the "Financial Services" industry, you can spin up a cold prospecting campaign targeting that exact vertical with messaging tailored to their specific pain points. For high-value B2B, you can also do account-based retargeting. Upload a list of your 100 dream clients. Then, create a campaign that only retargets website visitors who work at those specific companies. It's hyper-targeted and incredibly effective.
How on earth do I budget for all this?
Budgeting for a multi-channel strategy can feel complex, but it doesn't have to be. The biggest mistake is to give each platform an equal slice of the pie. Your budget should be fluid and follow the data.
A good starting point is a 60/30/10 split. 60% of your retargeting budget goes to the platform where users are showing the highest intent (usually Google Search for RLSA and Meta for bottom-of-funnel offers). 30% goes to mid-funnel nurturing (like Meta video views or Google Display). The final 10% is for top-of-funnel, broad re-engagement.
The really critical part is how you measure success. If you just look at last-click attribution, your bottom-of-funnel ads (Stage 3) will look like heroes, and your top-of-funnel ads (Stage 1) will look like failures. This is a trap. The Stage 1 ad on Facebook didn't get the final click, but it might have been the crucial touchpoint that kept you in the prospect's mind. You need to look at assisted conversions and view-through conversions in your analytics. These metrics tell a much more complete story about which ads are contributing to the final sale, even if they aren't getting the credit.
Use the calculator below to get a rough idea of how you might start allocating your budget. It's a starting point, not a rigid rule. Review your performance weekly and be prepared to shift funds to what's working.
What are the common mistakes that'll ruin my strategy?
Even with the best strategy, it's easy to make unforced errors that sabotage your results. Here are the most common ones I see when auditing new client accounts.
1. You're just plain annoying. There's a fine line between a helpful reminder and digital stalking. The culprit here is frequency – how many times an individual sees your ad. If your frequency is creeping up above 5-7 in a week, you're probably doing more harm than good. Use frequency caps where possible and keep a close eye on this metric. Also, make sure your retargeting windows make sense. Retargeting someone for 180 days after they bought a pair of socks is madness.
2. Your creative is lazy. The ad you show a cold audience should NEVER be the same ad you use for retargeting. And the ad you show on LinkedIn should be more professional than the one you use on Instagram Stories. Your retargeting creative needs to acknowledge the user's prior action. Simple copy changes like "Coming back for another look?" or "Ready to take the next step?" can make a huge difference. For more detailed advice, we have a guide on the best creative approach for retargeting on Facebook that might give you some ideas.
3. You're still advertising to customers. I mentioned this before, but it's so important I'm saying it again. Not excluding recent converters is the number one way to waste money and alienate your new customers. Set up those exclusion audiences and check they are applied everywhere. It's a five-minute job that will save you thousands.
4. You stop at the conversion. The journey doesn't end when they click "buy." You can and should use retargeting for customer onboarding ("Here's how to get the most out of your new software"), upselling ("Customers who bought X also loved Y"), and encouraging loyalty. Retargeting your existing customer list with special offers is often one of the highest ROAS campaigns you can possibly run.
So what does this look like in the real world?
Let's walk through a practical example for a fictional B2B SaaS company called "FlowTask," a project management tool. Their ideal customer is a manager at a tech company with 50-200 employees.
The Initial Spark (Day 0):
A manager, let's call her Sarah, is frustrated with her team's chaotic workflow. She searches on Google for "how to improve team productivity" and clicks on a blog post from FlowTask. She reads it, finds it useful, but gets pulled into a meeting and forgets about it. The pixels fire. She's now in the "Blog Readers - Last 30 Days" audience.
Stage 1 - The Gentle Reminder (Days 1-7):
-> On Instagram: The next evening, while scrolling, Sarah sees a short, engaging video from FlowTask. It's not a sales pitch. It's a quick testimonial from a manager at another tech company talking about how much calmer their projects are now. Sarah watches 90% of it. She's now added to the "High-Intent Video Viewers" audience.
-> On LinkedIn: A few days later, in her feed, she sees a sponsored article from FlowTask titled "The 5 Bottlenecks Killing Your Team's Momentum." It feels relevant and helpful, reinforcing FlowTask as an expert in the space.
Stage 2 - The Direct Approach (Days 8-14):
-> On Google Search: Sarah's frustration peaks again. She now searches for "Asana alternative." Because she's on FlowTask's RLSA list, their ad appears at the very top. The headline is "Still Searching? See Why Teams Switch from Asana to FlowTask." It's a direct, confident challenge. She clicks and lands on their pricing page.
-> On Meta: Now that she's visited the pricing page, the ads change. She sees a carousel ad on Facebook highlighting three key features that solve her exact problems: automated reporting, Slack integration, and customisable workflows. The CTA is clear: "Start Your Free 30-Day Trial."
Stage 3 - The Final Nudge (Days 15+):
Sarah signs up for the free trial but gets busy and doesn't fully set up her account. FlowTask doesn't give up.
-> On Google Display: She starts seeing simple banner ads with messages like "Your FlowTask trial is waiting" and "Need help getting started? Book a free 15-min onboarding call."
-> On LinkedIn: She gets a sponsored InMail from a "Customer Success Manager" at FlowTask. It's a soft, helpful message: "Hi Sarah, I see you started a trial. I help teams like yours get set up for success. Let me know if you have any questions at all." It feels personal and removes any final friction.
Sarah finally books the onboarding call, activates her account, and becomes a happy paying customer. Every single ad felt relevant to her stage in the journey. The platforms worked together to create a cohesive and persuasive experience, not an annoying, repetitive one.
This is the main advice I have for you:
| Stage | Audience | Primary Platform(s) | Message / Offer | Goal |
|---|---|---|---|---|
| 1. Awareness & Education (Days 1-7) |
- All Website Visitors - Blog Readers - Social Engagers |
Meta, Google Display, LinkedIn | "Here's how we help others like you." (Case studies, testimonials, valuable content) |
Build trust & brand recall |
| 2. Consideration & Intent (Days 3-14) |
- Pricing Page Viewers - >75% Video Viewers - High Time-on-Site |
Google Search (RLSA), Meta | "Here's our direct offer for you." (Free Trial, Demo, Consultation) |
Drive the primary conversion |
| 3. Decision & Action (Days 7-30) |
- Cart Abandoners - Form Abandoners - Trial Signups |
Meta (DPA), Google Ads | "Let's overcome your final obstacle." (Urgency, objection handling, support) |
Recover lost conversions |
| 4. Loyalty & Advocacy (Post-Conversion) |
- Customer Lists - Specific Product Purchasers |
All platforms | "Here's how to get more value." (Onboarding, upsells, referrals) |
Increase LTV & retention |
Why you might need an expert to pull this off
As you can see, a truly effective multi-channel retargeting framework is complex. It involves deep technical setup, strategic audience segmentation, nuanced creative development, fluid budget management, and a sophisticated understanding of attribution. It's not a "set it and forget it" activity; it's a dynamic system that requires constant monitoring and optimisation.
Doing this in-house is a significant undertaking. It requires a specific skillset that many marketing teams, especially in smaller businesses, simply don't have. Trying to manage this alongside all your other responsibilities often means that crucial details get missed, money gets wasted on the wrong audiences, and opportunities are left on the table. It can be particularly challenging when you're trying to figure out which platform to prioritise in the first place, something we explore in our guide to choosing between Google and Meta Ads for UK founders.
Working with a specialist agency or consultant brings in that focused expertise. We've built and managed these frameworks for dozens of clients across various industries. We've made the mistakes, we've seen what works, and we know the platform-specific tricks that can make all the difference. We can build the entire system for you, from the foundational tracking to the final conversion report, ensuring every pound you spend is working as hard as it possibly can to grow your business.
If you're struggling to convert the traffic you already have or feel like your current retargeting efforts are falling flat, it might be time for a chat. We offer a free, no-obligation strategy session where we can look at your current setup and provide actionable advice on how a multi-channel framework could be implemented for your specific business. It's a chance to see what's possible when you move beyond basic, single-channel tactics.