The Trade Desk SMB & Other Verticals

SMB & Other Verticals

Provide lightweight playbooks for smaller teams activating The Trade Desk with limited resources.

Core Objectives

• Generate leads, local awareness, and service inquiries efficiently.
• Maintain an always-on presence with agile budget adjustments.
• Build credibility through reviews, testimonials, and community engagement.

Audience & Targeting Guidance

• Start with simplified segmentation (broad + retargeting) and budget guardrails.
• Leverage partner lists, directories, or form submissions for custom audiences.
• Apply frequency caps and geo filters to manage spend and saturation.

Creative & Offer Frameworks

• Templates for testimonials, founder stories, and service spotlights.
• DIY-friendly formats (boosted posts, story highlights, lead gen forms).
• Offer ideas (consultations, quick quotes, limited-time bundles).

Measurement & Optimization

• Lightweight reporting such as a weekly scorecard with essential KPIs.
• Simple conversion tracking (native lead forms, call tracking, appointment bookings).
• Optimization cadence aligned to smaller budgets (biweekly or monthly adjustments).

Growth Playbook

• Signals that it’s time to adopt advanced features or expand investment.
• Collaboration with sales or customer success to capture case studies.
• Criteria for moving into enterprise workflows or managed services.