2.3x ROAS and 34% Lower CPL for Bookkeeping SaaS Using Intent-Based Targeting

2.3x ROAS on Meta Ads

Improved from 1.0x baseline after swapping audiences

34% Lower Cost Per Lead

With higher-quality traffic and better targeting precision

12% Increase in Trial-to-Paid Conversion

Driven by more relevant users entering the funnel

This SaaS company provides cloud-based bookkeeping software designed for freelancers, solopreneurs, and small business owners. Their platform includes income tracking, automated invoicing, receipt capture, and tax-ready reporting, all in a sleek, user-friendly dashboard.

The brand had grown steadily through referrals, organic content, and word of mouth. But to hit their next revenue target, they needed to scale paid acquisition... and Meta was the logical channel.

Early campaign tests showed promise. Clicks were cheap. Traffic was steady. But trial signups were inconsistent, and most leads didn’t convert. The problem wasn’t spend, it was audience quality.

The problem

Meta was driving traffic, but not buyers

Their marketing team had built out solid creatives, invested in strong landing pages, and experimented with Advantage+ campaigns and interest-based targeting. But the results were flat:

  • CPLs were high
  • ROAS hovered around 1x
  • Trial users didn’t stick around

The audience Meta was optimizing against didn’t match the product’s core buyer: small business owners who were actively looking for accounting help. Without that intent, campaigns couldn’t serve efficiently.

The solution

Lift audiences built from real-time behavior

The SaaS team partnered with Slopeside to rebuild their paid targeting strategy using Lift, a custom audience segment based on recent search and browsing behavior. Slopeside delivered an audience of users who had:

  • Searched for bookkeeping tools, freelance accounting, or QuickBooks alternatives
  • Visited pages related to tax prep, invoicing, or business finance automation
  • Engaged with small business tools or educational content around managing finances

The audience was synced as a custom seed into Meta and used to build 1% and 2% lookalike audiences. Unlike static lists, Slopeside’s Lift audiences update every 24 hours, automatically refreshing the seed with new, verified users based on real-time behavior. That means your lookalikes aren’t just strong on day one. They get smarter over time, consistently learning from in-market signals and keeping your targeting fresh and high-intent.

No changes were made to creative or budget. Just the audience.

The results

Higher intent, more conversions, lower costs

Within the first 30 days:

  • ROAS jumped from 1.0x to 2.3x
  • CPL dropped by 34%
  • Trial-to-paid conversion rate improved by 12%

These were high-quality users who understood the product, had real problems to solve, and converted quickly after engaging with the platform. Meta’s learning phase shortened. Lead quality increased. And retention rose, thanks to stronger initial alignment.

Why it worked

Because intent is the difference between a visitor and a customer

Broad interest targeting put ads in front of people who might care someday. Lift put them in front of people who cared right now. With no changes to offer, funnel, or design, performance lifted just by switching the audience. That’s the power of targeting users based on real behavior.

After proving success with Lift, the brand now:

  • Refreshes audience segments monthly based on seasonal trends (tax prep, 1099s, quarterly filings)
  • Builds vertical-specific lookalikes for industries like photography, coaching, and landscaping
  • Combines Lift audiences with retargeting from their Trace pixel to close the loop

Meta is no longer just a test channel, it’s a predictable acquisition engine.

Company name
Industry
Software / Accounting / Small Business Tools
Company size
Growth-stage SaaS
Pain point
Meta campaigns driving traffic, but not converting trials to paying customers
Slopeside product used
Lift
About the company
This U.S.-based SaaS brand offers intuitive bookkeeping software for freelancers and small business owners. With automated expense tracking, invoicing, and tax-ready reporting, they simplify financial management for over 10,000 active users.

2.3x ROAS and 34% Lower CPL for Bookkeeping SaaS Using Intent-Based Targeting

How an accounting software company used Slopeside’s Lift product to turn Meta into a consistent lead source and boost trial-to-paid conversion.

2.3x ROAS on Meta Ads

Improved from 1.0x baseline after swapping audiences

34% Lower Cost Per Lead

With higher-quality traffic and better targeting precision

12% Increase in Trial-to-Paid Conversion

Driven by more relevant users entering the funnel

This SaaS company provides cloud-based bookkeeping software designed for freelancers, solopreneurs, and small business owners. Their platform includes income tracking, automated invoicing, receipt capture, and tax-ready reporting, all in a sleek, user-friendly dashboard.

The brand had grown steadily through referrals, organic content, and word of mouth. But to hit their next revenue target, they needed to scale paid acquisition... and Meta was the logical channel.

Early campaign tests showed promise. Clicks were cheap. Traffic was steady. But trial signups were inconsistent, and most leads didn’t convert. The problem wasn’t spend, it was audience quality.

The problem

Meta was driving traffic, but not buyers

Their marketing team had built out solid creatives, invested in strong landing pages, and experimented with Advantage+ campaigns and interest-based targeting. But the results were flat:

  • CPLs were high
  • ROAS hovered around 1x
  • Trial users didn’t stick around

The audience Meta was optimizing against didn’t match the product’s core buyer: small business owners who were actively looking for accounting help. Without that intent, campaigns couldn’t serve efficiently.

The solution

Lift audiences built from real-time behavior

The SaaS team partnered with Slopeside to rebuild their paid targeting strategy using Lift, a custom audience segment based on recent search and browsing behavior. Slopeside delivered an audience of users who had:

  • Searched for bookkeeping tools, freelance accounting, or QuickBooks alternatives
  • Visited pages related to tax prep, invoicing, or business finance automation
  • Engaged with small business tools or educational content around managing finances

The audience was synced as a custom seed into Meta and used to build 1% and 2% lookalike audiences. Unlike static lists, Slopeside’s Lift audiences update every 24 hours, automatically refreshing the seed with new, verified users based on real-time behavior. That means your lookalikes aren’t just strong on day one. They get smarter over time, consistently learning from in-market signals and keeping your targeting fresh and high-intent.

No changes were made to creative or budget. Just the audience.

The results

Higher intent, more conversions, lower costs

Within the first 30 days:

  • ROAS jumped from 1.0x to 2.3x
  • CPL dropped by 34%
  • Trial-to-paid conversion rate improved by 12%

These were high-quality users who understood the product, had real problems to solve, and converted quickly after engaging with the platform. Meta’s learning phase shortened. Lead quality increased. And retention rose, thanks to stronger initial alignment.

Why it worked

Because intent is the difference between a visitor and a customer

Broad interest targeting put ads in front of people who might care someday. Lift put them in front of people who cared right now. With no changes to offer, funnel, or design, performance lifted just by switching the audience. That’s the power of targeting users based on real behavior.

After proving success with Lift, the brand now:

  • Refreshes audience segments monthly based on seasonal trends (tax prep, 1099s, quarterly filings)
  • Builds vertical-specific lookalikes for industries like photography, coaching, and landscaping
  • Combines Lift audiences with retargeting from their Trace pixel to close the loop

Meta is no longer just a test channel, it’s a predictable acquisition engine.

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