Automic Group · Google Ads · FY27 Plan

FY27 Budget Split by Service Area & Month

July 2026 – June 2027 · $384,000 · fund-weighted, ~77% high-intent search / ~23% awareness (ramps 20→25%)

Annual envelope

$384k

Fund Registry + Admin

33% $127k

Search / Awareness

77 / 23

Forecast leads (base)

~18 /mo · ~216/yr

Monthly budget, stacked by service area

Fund lines anchor the base (the priority), core search in teal, awareness stacked on top. Peaks at the Sep AGM/reporting season; pulls back over the Dec–Jan holidays.

Annual share of budget (% of total)

Lead forecast

Directional — anchored on FY26 cost-per-lead. Bottom-up (per line) and top-down (blended CPL) both land near 380 leads/yr.

Base-case leads by month — strongest at the efficient start of year (Jul/Aug) and February.

Demand-constrained, not budget-constrained. Fund/platform searches are a small, high-value pool — since the April 2026 platform pivot the run-rate is ~10–18 leads/mo, so more budget buys higher impression share and bigger deals, not a jump in lead count. Won deals at FY26 close economics (~21%); the return is deal value, not volume — fund deals average $50–88k, so revenue can hold near FY26's $2.9M even as lead count stays modest. Directional (small platform-era sample + mid-May tracking break); Step 0: fix tracking before optimising to CPA. Q1 is the calibration quarter.

Worth exploring — convert more of the leads you already have

Because the high-intent pool is finite, the biggest lever is converting more of the leads you get, not chasing volume. Two ideas for HubSpot when there's capacity: 1. Sales-side nurturing for hard-to-reach leads — a personal sales sequence (from the rep, plain-text, not marketing-styled) keeps them warm without looking like a campaign. 2. Closed-lost re-engagement — ~$1.48M in closed-lost paid-search deals FYTD (Fund/CoSec-heavy). A light re-engagement track recovers value from demand already paid for.

Prepared by Gather 'n' Grow · gatherngrow.comGoogle Partner · HubSpot Platinum