Part 3: Channel Playbooks · Chapter 11

The Meta Playbook

11 min read

Core Argument: Meta is a consumer platform that can work for B2B with different architecture. Success requires understanding the Meta Paradox, building proper audiences, and creating creative that bridges consumer context to business action.

The Meta Paradox

Meta (Facebook and Instagram) is built for consumer advertising. The platform, the algorithms, and the user behavior are optimized for B2C transactions.

And yet, B2B companies successfully generate pipeline on Meta every day.

The Meta Paradox: A platform designed for consumer impulse can drive considered B2B purchases when architecture accounts for the context gap.

The resolution lies in understanding what Meta does well and what it cannot do:

Meta does well:

  • Massive reach at low cost
  • Sophisticated retargeting capabilities
  • Visual/video creative optimization
  • Lookalike audience modeling

Meta cannot do:

  • Professional attribute targeting (no job titles)
  • High-intent cold prospecting for B2B
  • Direct comparison to LinkedIn's professional context

The implication: Meta is a B2B channel for retargeting, lookalikes, and creative-driven awareness. It is not a B2B channel for cold prospecting to job titles.


Meta Economics

Cost Advantage

Metric Meta LinkedIn
CPM $8-25 $30-100
CPC $1-4 $5-15
CPL $30-100 $75-250

Meta costs 1/3 to 1/5 of LinkedIn per impression, click, and lead.

The Quality Trade-Off

Lower costs come with lower quality signals:

Quality Factor Meta LinkedIn
Professional targeting Limited Extensive
Professional mindset No Yes
Intent signals Behavioral Professional + Behavioral
Lead quality (typical) Lower Higher

The math that matters:

Meta CPL is $50. LinkedIn CPL is $150. Meta looks 3x cheaper.

But Meta lead-to-opportunity is 5%. LinkedIn is 12%.

  • Meta cost per opportunity: $1,000
  • LinkedIn cost per opportunity: $1,250

The gap narrows dramatically when conversion is factored.

When Meta wins: Retargeting (audience already qualified), lookalikes from high-quality seeds, lower-ACV products, visual products.

When LinkedIn wins: Cold prospecting to specific titles, high-ACV products, complex sales.


Meta Audience Architecture for B2B

Since Meta lacks professional targeting, audience quality must come from other sources.

Audience Type 1: Website Custom Audiences

Your website visitors are pre-qualified (they found you somehow). Retargeting them on Meta is high-efficiency B2B advertising.

Audience segments:

  • All website visitors (30, 60, 90 days)
  • High-intent page visitors (pricing, demo, contact pages)
  • Content consumers (blog readers, resource downloaders)
  • Product page visitors
  • Cart/checkout abandoners (if applicable)

Audience Type 2: Customer List Custom Audiences

Upload your CRM data to Meta for targeting.

Effective lists:

  • Existing customers (for upsell, cross-sell, referral)
  • Qualified leads not yet closed
  • Webinar/event registrants
  • Newsletter subscribers
  • Target account contact lists

Match rates: Expect 30-60% match rates. Business emails match worse than personal emails.

Audience Type 3: Lookalike Audiences

Meta's lookalike modeling finds users similar to your seed audience.

Seed quality is everything:

  • Best: Closed-won customers
  • Good: Qualified opportunities
  • Acceptable: Engaged leads (MQLs with engagement)
  • Poor: All leads (includes garbage)

Lookalike percentage:

  • 1%: Most similar, smallest audience
  • 2-5%: Balance of similarity and reach
  • 5-10%: Larger reach, looser similarity

Recommendation: Start with 1-2% lookalikes from customer seed. Expand percentage only after validating conversion.

Audience Stacking Strategy

Combine audience types for B2B precision:

Example Stack:

  • Lookalike (1%) of customers
  • AND interested in "B2B Marketing" or "SaaS"
  • AND behavior: Business page admin
  • EXCLUDE: Existing customers

The stack narrows the lookalike to more B2B-relevant users.


Meta Creative Strategy for B2B

Consumer platform requires consumer-grade creative with B2B messaging.

Video Is Mandatory

Static images can work on LinkedIn where users expect professional content. On Meta, video dramatically outperforms static for B2B.

Video performance advantage: 2-3x higher engagement, 30-50% lower CPL in most B2B contexts.

Video Requirements:

  • Hook in first 3 seconds (or lose viewer)
  • Optimized for sound-off (captions mandatory)
  • Vertical format for Stories (9:16)
  • Square or vertical for Feed (1:1 or 4:5)
  • 15-60 seconds optimal length

The Hook-First Structure

First 3 seconds: Pattern interrupt + pain statement

  • "Still spending Monday mornings in spreadsheets?"
  • "Your sales team is wasting 10 hours a week on this."
  • "This is why your pipeline is unpredictable."

Seconds 3-15: Expand the pain, hint at solution

Seconds 15-45: Solution framing and proof

Final seconds: Direct CTA

Creative Types That Work for B2B on Meta

Talking head video: Founder, expert, or customer speaking directly to camera. Authentic, personal, breaks corporate pattern.

Screen capture with voiceover: Show the product solving the problem. Effective for software products.

Customer testimonial: Real customer describing results. Most credible format.

Animated explainer: Motion graphics explaining concept. Works for complex products.


Meta Campaign Architecture

Funnel-Based Approach

Cold (Lookalikes + Interests):

  • Objective: Traffic or Lead Generation
  • Creative: Educational, awareness-building
  • Offer: Content, webinar, assessment
  • Budget: 40-50% of total

Warm (Website visitors, engagers):

  • Objective: Conversions
  • Creative: Solution-focused, proof-heavy
  • Offer: Demo, consultation, trial
  • Budget: 30-40% of total

Hot (High-intent pages, form abandoners):

  • Objective: Conversions
  • Creative: Urgency, direct CTA
  • Offer: Demo, limited-time offer
  • Budget: 15-25% of total

Budget Allocation

Minimum viable spend: $5,000-10,000/month

Testing phase: First 4-6 weeks, allocate 50% to testing audiences and creative.

Scaling phase: Concentrate on winning combinations, expand lookalike percentages gradually.


Case Study: Meta for B2B

A Remotir client (Series A SaaS, $6M ARR, $12k ACV) wanted to supplement LinkedIn with a lower-cost channel.

The Approach:

Rather than cold prospecting on Meta (which fails for B2B), we built a retargeting and lookalike architecture:

Audience Structure:

  • Retargeting: Website visitors (30 days), content downloaders
  • Lookalike 1%: Based on closed-won customers (487 records)
  • Lookalike 2%: Based on qualified leads with high engagement

Creative:

  • Talking head video from CEO discussing common pain
  • Customer testimonial video (30 seconds)
  • Carousel showing before/after workflow

Budget: $6,000/month (vs. $18,000 on LinkedIn)

Results (6 months):

Metric Meta LinkedIn
Monthly spend $6,000 $18,000
Leads 95 108
CPL $63 $167
Lead-to-Opp 8% 14%
Opportunities 7.6 15
Cost per Opp $789 $1,200

The insight: Meta produced lower-quality leads but at sufficient volume and low enough cost that cost per opportunity was actually better than LinkedIn. The channel became a valuable complement, not a replacement.


Conclusion: Context Requires Architecture

Meta is not LinkedIn. Applying LinkedIn strategy to Meta fails.

Meta is a consumer platform where B2B can work with the right architecture:

  • Retargeting qualified visitors
  • Lookalikes from quality seeds
  • Video-first creative
  • Funnel-based campaign structure

The Meta Paradox resolves when you accept what the platform is and build architecture accordingly.

Do not ask Meta to find B2B buyers cold. It cannot.

Ask Meta to re-engage people who have shown interest and find similar people. It excels at this.

With proper architecture, Meta becomes a cost-efficient complement to LinkedIn and other channels. Without it, Meta becomes a budget drain producing consumer-quality leads.

Context is everything. Architecture accounts for context.

Key Frameworks

The Meta Paradox
A consumer platform that can drive B2B results when architecture accounts for the context gap between consumer mindset and business purchasing.
Meta Audience Architecture
The four audience types for B2B on Meta: Website Custom Audiences, Customer List Custom Audiences, Lookalike Audiences, and Interest/Behavior Targeting.
Audience Stacking
Combining audience types (lookalike + interest + behavior) to improve B2B precision on a platform without professional targeting.
Hook-First Structure
Video creative structure for Meta: 3-second hook, pain expansion, solution framing, direct CTA. Optimized for sound-off, mobile-first consumption.

References

  1. Meta (2024). B2B Marketing on Meta Platforms. Link
  2. Metadata.io (2024). Meta Ads Benchmarks for B2B. Link
  3. AdEspresso (2024). Facebook Ads for B2B Guide. Link