Hi there,
Thanks for reaching out! Happy to give you some of my initial thoughts on your questions about handling B2B leads from Facebook and your app idea. It's an interesting problem you're looking at, but if you don't mind me being brutally honest, I think you might be looking at it from the wrong end.
The real issue isn't how to filter and prioritise a flood of low-quality leads; the real issue is why you're generating them in the first place. Your app sounds like it's being designed to be a better bucket for a leaky pipe, when the real win is fixing the pipe. A well-structured B2B ad campaign shouldn't produce a high volume of junk. When it does, it's almost always a symptom of a much deeper problem in the strategy – usually with the targeting, the offer, or the messaging.
I've put together some detailed thoughts below on how to fix the root cause, which I think will be far more valuable for you than just discussing CRM setups. It's a bit of a read, but it gets to the heart of what actually works in B2B advertising.
TLDR;
- Your app idea treats a symptom (bad leads), not the disease (bad marketing). Fixing your targeting and offer is a much higher-leverage activity than filtering leads post-click.
- Stop defining your Ideal Customer Profile (ICP) by demographics. Define them by their 'nightmare'—the specific, urgent, and expensive problem they're desperate to solve. This is the foundation of quality lead generation.
- Your offer is likely the biggest failure point. The "Request a Demo" button is arrogant and high-friction. You must replace it with a high-value, low-friction offer that provides an immediate 'aha!' moment.
- This letter includes an interactive calculator to help you figure out your Customer Lifetime Value (LTV), which is the single most important metric for understanding what you can truly afford to pay for a high-quality lead.
- The most important piece of advice is to stop optimising for lead volume and start relentlessly optimising for lead quality by fixing your upstream strategy: ICP, targeting, offer, and messaging.
We'll need to look at your ICP... it's a Nightmare, Not a Demographic
Right, let's get straight to the core of it. The number one reason B2B campaigns, especially on platforms like Meta, generate a mountain of useless leads is because the targeting is fundamentally flawed. Most businesses start with a sterile, demographic-based profile that their last marketing hire cobbled together. Something like: "We target companies in the financial services sector with 50-200 employees, and our buyer is the Head of IT."
This tells you absolutely nothing of value. It's a description, not an insight. It leads to incredibly generic ads that try to speak to everyone in that bucket and end up resonating with no one. The algorithm then does its job and finds the cheapest people within that broad audience to show your ad to, and guess what? The people whose attention is cheapest are the ones least likely to be genuine buyers. So you get form fills from students, competitors, and people in the wrong geography who just happened to fit your vague demographic criteria. This is where your 'junk lead' problem is born.
To stop burning cash and generating noise, you have to completely reframe how you define your customer. You must define them by their pain. You need to become an obsessive expert in their specific, urgent, expensive, and potentially career-threatening nightmare. Your ICP isn't a person; it's a problem state.
Let's make this real. Your Head of Engineering client isn't just a job title; she's a leader who lies awake at night terrified that her two best senior developers are about to quit out of sheer frustration with a broken, inefficient workflow. She’s not looking for 'workflow software'; she's looking for a way to retain her top talent. I remember one campaign for a medical job-matching platform we worked with. Their client's nightmare wasn't just 'needing to hire more nurses'. It was the hospital administrator staring at a dangerously understaffed ICU rota for the upcoming bank holiday weekend, knowing that patient safety was on the line and the hospital faced crippling fines for non-compliance. See the difference? One is a business need, the other is a visceral, emotional driver for action.
Once you've truly isolated that nightmare, everything else falls into place. Your targeting becomes a precision instrument instead of a clumsy net. Where does this person go to seek solutions for their nightmare? You find the niche podcasts they listen to on their commute, like 'Acquired' or 'This Week in Startups'. You identify the industry newsletters they actually open and read, like Ben Thompson's 'Stratechery'. You figure out the SaaS tools they already pay for and trust, like HubSpot, Salesforce, or Mixpanel. Are they active members of the 'SaaS Growth Hacks' Facebook group? Do they follow specific influencers like Jason Lemkin or SaaStr on Twitter/X?
This intelligence isn't just 'data'; it's the blueprint for your entire paid advertising strategy. You do this work first, or you have absolutely no business spending a single pound on ads. If you skip this step, you are practically begging Facebook to send you junk.
The Common Path (Generates Junk)
"IT Managers, 50-200 employees"
"Boost your IT efficiency!"
"Request a Demo"
Students, competitors, irrelevant leads
The Expert Path (Generates Prospects)
"Fear of a catastrophic data breach"
"Is your data backup strategy compliant?"
"Get a Free 5-Min Security Audit"
Genuine decision-makers with a real problem
I'd say you pre-qualify your audience, not filter them
Once you have this deep understanding of your customer's pain, you can translate it into a laser-focused targeting strategy on the actual ad platforms. This is how you 'pre-qualify' your audience before they even click the ad, making any downstream filtering app largely redundant.
On Google Ads, this means targeting keywords that express a specific, commercial user intent, rather than broad, top-of-funnel informational queries. Let's take an example, like an outreach automation tool similar to Apollo.io. The amateur approach is to bid on broad terms like "sales tips" or "what is lead generation". This gets you clicks from people doing research, not people looking to buy. It's a waste of money.
The professional approach is to focus exclusively on users who are actively searching for the kind of solution you offer. You target long-tail, high-intent keywords like "software for finding contact info", "best apollo.io alternative", or "automated sales outreach tool". The person typing that into Google is already "pre-qualified" – they have the problem, they know a software solution exists, and they are actively evaluating their options. These are the leads you want. The volume will be lower, but the quality will be exponentially higher.
On Meta Ads (Facebook/Instagram), the principle is the same, but the execution is different because you don't have keyword intent. Here, you use your 'nightmare' ICP research to build audiences based on interests that act as strong proxies for intent. Again, for our Apollo.io example, the amateur targets broad interests like "Sales" or "Marketing". This is far too wide and will be full of junk.
Instead, we'd target a layered audience of people who show interest in very specific things that only our ideal customer would care about. This could be interests in competing software (like "ZoomInfo" or "Outreach.io"), following key industry publications ("SaaStr"), or engaging with pages of B2B sales influencers. We'd then target this highly specific audience with ads that call out their specific problems and goals directly. The ad copy itself acts as a qualification filter. When someone clicks an ad that says "Struggling to build a predictable pipeline?", we know they're far more likely to be a genuine prospect than someone who clicked a generic "Grow your sales" ad.
This leads to the campaign structure. I see so many accounts that are a complete mess of random ad sets and tests. To build a system that generates quality leads, you need structure. You should think about it in terms of a funnel: Top of Funnel (ToFu), Middle of Funnel (MoFu), and Bottom of Funnel (BoFu).
Audiences: Detailed Targeting (pain-point interests), Lookalikes of high-value customers.
Audiences: Website visitors, video viewers (e.g., 50% view), page engagers.
Audiences: Added to cart, initiated checkout, viewed pricing page.
You run separate, long-term campaigns for each stage. Your ToFu campaign is constantly seeking new people using your pain-point interest targeting. Your MoFu campaign is for retargeting people who have shown some interest (visited your site, watched a video) but haven't converted. And your BoFu campaign is for the highest-intent people who got close to converting (e.g., visited the pricing page or abandoned checkout). This structure, combined with proper audience prioritisation, is how you systematically build a pipeline of qualified leads, not a list of names to filter.
You probably should delete the "Request a Demo" Button
Now we arrive at what is arguably the most common and catastrophic failure point in all of B2B advertising: the offer. I'm talking about the call to action on your landing page. The "Request a Demo" button is, without exaggeration, perhaps the most arrogant and self-serving Call to Action ever conceived.
Think about what you're asking. You're presuming that your prospect, who is likely a busy, stressed C-level decision-maker, has nothing better to do with their valuable time than book a 30-minute slot in their calendar to be sold to by one of your junior sales reps. It is an incredibly high-friction ask that provides zero immediate value to them. It instantly positions you as just another commoditised vendor, one of a dozen they've seen this week, all asking for the same thing. This is a massive source of drop-off and also attracts people who aren't serious buyers but are just 'tyre-kicking'.
Your offer has one job and one job only: to deliver a moment of undeniable value – an "aha!" moment that is so powerful and insightful that it makes the prospect sell themselves on your solution. It has to be low-friction and high-value.
For SaaS founders like yourself, you have an unfair advantage here. The absolute gold standard offer is a free trial (with no credit card details required) or a generous freemium plan. Let them get their hands on the actual product. Let them experience the transformation for themselves. When the product itself proves its value and solves a small piece of their problem, the eventual sale becomes a mere formality. With this approach, you're not generating Marketing Qualified Leads (MQLs) for a sales team to chase down and convince. You are creating Product Qualified Leads (PQLs) who are already convinced because they've seen it work.
If you're not a SaaS company, you are not exempt from this principle. You simply have to be more creative. You must bottle a piece of your expertise into a tool, a piece of content, or an asset that provides instant, tangible value.
- For a marketing agency: This could be a free, automated SEO audit that instantly shows them their top 3 missed keyword opportunities.
- For a data analytics platform: It could be a free 'Data Health Check' tool that they connect to their database and it flags the top 5 critical issues in their data integrity.
- For a corporate training company: It could be a free, interactive 15-minute video module on 'How to Handle Difficult Conversations' for new managers.
For us, as a B2B advertising consultancy, our high-value offer is a completely free, no-obligation 20-minute strategy session where we get on a call, share our screen, and audit a company's failing ad campaigns live, giving them actionable advice they can implement immediately. You must solve a small, real problem for free to earn the right to solve the whole thing for a fee. If your offer isn't doing that, it's failing, and no lead filtering app is going to fix it.
You'll need a message they can't ignore...
So you've defined the nightmare and you've created a high-value offer. The final piece of the puzzle before you even think about campaign structure is the messaging. Your ad copy and your landing page copy need to speak directly and powerfully to the pain of your ideal customer.
Generic, feature-led copy is a death sentence. Nobody cares that your software has 'AI-powered synergy' or 'a robust API'. They care about what it *does for them*. There are a few proven copywriting frameworks that work exceptionally well for this.
For a high-touch service business, you should deploy Problem-Agitate-Solve (PAS). You don't sell "fractional CFO services"; you sell a good night's sleep to a stressed-out founder. The ad copy would read something like this:
Problem: "Are your monthly cash flow projections just a wild shot in the dark?"
Agitate: "Are you secretly one bad month away from a payroll crisis while you see your competitors confidently raising their next funding round?"
Solve: "Get expert financial strategy and crystal-clear dashboards for a fraction of a full-time hire. We turn financial uncertainty into predictable, scalable growth."
For a B2B SaaS product, the Before-After-Bridge (BAB) framework is incredibly effective. You don't sell a "FinOps platform"; you sell the feeling of relief and control. The ad might look like this:
Before: "Your monthly AWS bill just arrived. It’s 30% higher than last month, and your engineers have no idea why. Another fire to put out, another tense conversation with the CEO."
After: "Imagine opening your cloud bill and actually smiling. You can see exactly where every single pound is going, and costly waste is automatically identified and eliminated before it becomes a problem."
Bridge: "Our platform is the bridge that gets you from chaos to control. Start a completely free trial today and find your first £1,000 in savings in under 15 minutes."
Even for high-ticket physical products, like complex lab equipment, you have to attack the industry's feature-obsession head-on. Don't just state the technical spec; you must state its consequence. An ad shouldn't say "Our new mass spectrometer has a 0.001% margin of error." It should say: "Our new mass spectrometer has a 0.001% margin of error. So what? So your lab can publish groundbreaking results with unshakeable confidence, securing more research funding and attracting top-tier talent that other labs can only dream of."
When your messaging is this sharp and this focused on the customer's world, it acts as a powerful qualifier. The right people read it and think, "Finally, someone who gets it." The wrong people just scroll right past. And that's exactly what you want.
I'd say you calculate your LTV and what a good lead is worth...
This brings me to a crucial mindset shift. The entire premise of your app idea – filtering junk leads – is rooted in the assumption that leads should be cheap and plentiful. Small businesses get trapped in this cycle of optimising for the lowest possible Cost Per Lead (CPL). The real question isn't "How low can my CPL go?" but rather "How high a CPL can I comfortably afford to acquire a truly great customer?"
The answer to that question lies in its counterpart: the Customer Lifetime Value (LTV). Until you know what a customer is worth to your business over their entire relationship with you, you're flying completely blind. You can't make intelligent decisions about ad spend.
Let's do the maths. It's simpler than you think. You just need three numbers:
- Average Revenue Per Account (ARPA): What do you make, on average, per customer, per month?
- Gross Margin %: What's your profit margin on that revenue after accounting for cost of goods sold or cost of service?
- Monthly Churn Rate %: What percentage of your customers do you lose each month, on average?
The calculation is: LTV = (ARPA * Gross Margin %) / Monthly Churn Rate
Let's use an example. Say your ARPA is £500, your Gross Margin is a healthy 80%, and your monthly churn is 4%.
LTV = (£500 * 0.80) / 0.04
LTV = £400 / 0.04 = £10,000
In this scenario, each new customer you acquire is worth £10,000 in gross margin to your business over their lifetime. This single number changes everything.
A healthy, sustainable business model often aims for a 3:1 LTV to Customer Acquisition Cost (CAC) ratio. With a £10,000 LTV, this means you can afford to spend up to £3,333 to acquire a single new customer and still have a fantastic business. Now, let's work backwards. If your sales process converts, say, 1 in every 10 qualified leads into a paying customer, you can therefore afford to pay up to £333 per qualified lead.
Suddenly, that £5 CPL from your poorly targeted Facebook campaign doesn't look so great, does it? And that £250 lead you could get from a hyper-targeted LinkedIn campaign aimed at CTOs doesn't seem expensive at all. It looks like an absolute bargain. This is the maths that unlocks aggressive, intelligent, and profitable growth. It completely frees you from the tyranny of chasing cheap, low-quality leads and allows you to focus solely on acquiring customers who are a perfect fit. Use the calculator below to get a feel for your own numbers.
I've detailed my main recommendations for you below:
So, to bring this all together, the problem isn't the inbound lead handling process. That's a distraction. The real work is in building a marketing and advertising system that simply doesn't generate junk in the first place. Your app is a solution looking for a problem that, in a well-run business, shouldn't really exist at scale. My advice would be to pause development and focus on mastering these upstream principles first. The opportunity is much, much bigger.
| Strategic Pillar | Actionable Recommendation | Why It Matters |
|---|---|---|
| Focus | Stop optimising for lead management and start optimising for lead quality. | Fixes the root cause of your problem (bad leads) instead of just treating the symptom (filtering them). This is the highest-leverage activity. |
| ICP Definition | Redefine your Ideal Customer Profile based on their 'nightmare' scenario, not their demographics. | This allows for hyper-relevant messaging and targeting that attracts high-intent buyers and naturally repels irrelevant audiences. |
| Targeting Strategy | On Google, use high-intent commercial keywords. On Meta, use pain-point-related interests and structured ToFu/MoFu/BoFu campaigns. | This ensures your ads are only shown to people who are already pre-qualified by their behaviour and interests, drastically reducing junk submissions. |
| The Offer | Delete "Request a Demo". Replace it with a low-friction, high-value offer like a free trial, a freemium plan, or an automated tool/audit. | This removes the biggest point of friction in your funnel and delivers an "aha!" moment that makes the prospect sell themselves on your solution. |
| Messaging | Rewrite all ad and landing page copy using proven frameworks like Problem-Agitate-Solve (PAS) or Before-After-Bridge (BAB). | Your copy should act as a filter. It must speak directly to the pain of your ideal buyer so powerfully that they feel understood, while being irrelevant to everyone else. |
| Metrics | Calculate your LTV and LTV:CAC ratio. Shift focus from a low CPL to a profitable CAC. | This gives you the financial clarity to confidently invest in acquiring high-quality leads, even if they cost more upfront. It's the key to scalable growth. |
| Campaign Objective | NEVER use "Reach" or "Brand Awareness" for B2B lead generation. Use "Leads" or "Sales" conversion objectives exclusively. | Awareness objectives explicitely tell the algorithm to find the cheapest, lowest-quality audience. Conversion objectives train it to find people who actually take action. |
I know this is a lot to take in, and it's a completely different way of thinking about the problem than your original question presumed. But this is the difference between struggling with a constant influx of low-quality leads and building a predictable, scalable engine for customer acquisition. It's not about having the fanciest CRM setup or the cleverest filtering plugin; it's about getting the fundamentals of strategy, targeting, and your offer right from the very beginning.
Getting this stuff right is hard, and it takes experience. It involves a lot of testing, a deep understanding of platform algorithms, and the ability to translate a business strategy into a high-performing campaign structure. This is precisely where expert help can make a monumental difference, saving you months of wasted time and thousands in wasted ad spend.
If you'd like to chat through how these principles could apply to your business specifically, we offer a completely free, 20-minute strategy session. We can have a look at what you're planning, and I can give you some straightforward, actionable advice. There's no hard sell, just a genuine attempt to help. Feel free to book one if you think it would be helpful.
Hope this helps!
Regards,
Team @ Lukas Holschuh