Contributors
Account Director, Realtime
Paid Search manager, Realtime
Bird is an AI-first CRM company that faced challenges with their digital marketing.
Despite switching agencies mid-year, they saw little improvement in performance. The key issue was the underutilization of data.
Bird’s previous agency failed to leverage their data effectively to improve lead quality or scale campaigns.
Bird’s goal was clear: reduce lead disqualification, generate high-quality leads, and maximize their digital ad spend to drive revenue.
At the Realtime Agency (RTA), we dug deeper and found the issue: quantity over quality. Bird.com had plenty of leads, but they weren't translating into revenue. It was time to course-correct. We strapped in and went back to the drawing board, determined to transform Bird.com's marketing.
During onboarding, we assessed Bird’s data and identified key areas for improvement. Our first step was refining the tracking and integrating campaign and keyword data deeper into the lead funnel.
This enabled us to:
After analyzing and cleaning the data, we set up a process to upload offline conversions (MQLs and opportunities) back into the ad platforms. This helped us:
To take Bird’s campaigns to the next level, we integrated their CRM directly into our marketing platforms. Real-time data integration allowed optimization based on lead quality and opportunities, rather than relying on lead volume. As a result:
Throughout this process, collaboration with Bird was key. We worked closely to explore and innovate ways to integrate their data further, creating a feedback loop that allowed for continuous optimization of campaigns.
With this robust system in place, we could now keep track of everything. We knew which campaigns were bringing in high-quality leads, which messaging resonated with potential customers, and most importantly, which efforts were actually driving revenue.
