B2B social budgets are under a microscope. Finance wants CAC payback, Sales wants SQLs, and you have to prove that every dollar you put into LinkedIn, Meta, X, YouTube, TikTok, and Reddit is driving pipeline, not vanity metrics.
This B2B social marketing budget plan helps you allocate spend by funnel stage and platform, using a simple LTV:CAC model and payback windows that make sense to Finance. You will walk away knowing what to fund on each channel, which formats to use, and when to scale, hold, or stop.
In one line: B2B social media marketing is using platforms like LinkedIn, YouTube, X, and others to reach buying committees with content and ads tied to pipeline, not just awareness, as defined by practitioners like Sprout Social. Everything below is built to support that definition.
Use this 5‑step process to turn your revenue targets into a channel mix, LinkedIn advertising budget, and pacing rules that Finance will sign off on.
First, make sure your numbers support the strategy you want to run.
Inputs you need:
Core formula:
LTV = (ACV or monthly value × lifetime in months) × gross margin.
Example: If ACV is $25k, average lifetime is 36 months, and gross margin is 70%, then LTV = $25k × 36 × 0.7. You do not need exact precision; you need a defensible LTV:CAC model that Finance agrees with.
Set targets:
LTV:CAC ≥ 3:1* is a common target for healthy B2B programs, in line with 2025 SaaS benchmarks from sources such as Optifai.
From there, convert LTV:CAC into a max CAC you are willing to pay, and then into target CPLs by channel and offer. For example, if your max CAC is $10k and you expect 1 in 5 SQLs to become a customer, your max CAC per SQL is $2k; if 1 in 4 qualified leads becomes an SQL, your target CPL is $500. Use your own funnel math here.
Decision gates:
This is your finance‑first guardrail. Everything else in your B2B social marketing plan plugs into this LTV:CAC model and CAC payback target.
Next, assign each platform a job. Do not ask every channel to do everything.
Guardrails:
Industry data from LinkedIn and Dreamdata shows that LinkedIn captures a large share of B2B paid budgets, while Facebook is roughly 11% of B2B social ad spend in recent years* (LinkedIn Business + Dreamdata; Dreamdata). Use this as directional context for your own channel mix.
Use these starting allocations as a model. Then reweight monthly to the segments and offers that meet your LTV:CAC and payback gates for two consecutive cycles.

At $5k/month, you are essentially proving channel viability and offer resonance. Keep your experiments tight, with 1–2 ICP segments, clear MOF/BOF offers, and a single narrative per platform.
At $25k/month, you can start layering TOF video ads B2B buyers will actually watch, running more refined lead gen plays, and warming larger audiences for Sales. This is where disciplined channel mix and budget pacing rules start to matter.
At $100k/month, you should already know where your best CAC payback lives. That budget is about scaling what works, expanding into new regions or personas, and funding more creative variation across platforms.
If you prefer help at this stage, Abe’s LinkedIn media planning and GTM strategy services wrap this modeling inside a full funnel plan you can take straight to Finance.
With budgets set, align bid strategies and formats to each platform’s role.
LinkedIn:
Meta (Facebook/Instagram):
YouTube:
X:
TikTok:
Reddit:
Once campaigns are live, pacing and reallocation rules keep you honest to the LTV:CAC model.
Creative first: Rotate 4–6 new concepts every 2–3 weeks. If performance degrades, follow this change order: creative → offer → audience → bid/budget. Swapping audiences before you fix the message only makes the problem bigger.
Retargeting ramp:
Keep roughly 15% of total spend on video to build inexpensive TOF reach that feeds lower‑funnel lists.
Scale rule: Increase budgets 20–30% week‑over‑week only on segments that hit CPL and SQL‑rate gates for at least two cycles. Otherwise, hold or reallocate to better‑performing cohorts. Do not double a budget overnight because “the CPL looks good today.”
Now zoom in on each major platform and decide where it fits in your roadmap.
LinkedIn is your MOF/BOF workhorse. You get tight ICP targeting, job titles, company filters, and buying‑committee reach that other platforms struggle to match. It is rarely the cheapest on CPC or CPL, but it often wins on CAC payback and LTV:CAC for B2B.
Use Conversation Ads for meetings and consult offers, Document/Lead Gen Ads for MOF value (calculators, templates, case digests), and Sponsored Content for TOF testing and list coverage. Mix native Lead Gen forms with landing‑page forms and compare SQL rates side‑by‑side.
If you want specialists to own this channel, partnering with a dedicated LinkedIn advertising agency can accelerate creative iteration, LTV:CAC modeling, and in‑platform testing. Abe also publishes comparisons of the best B2B linkedin advertising agencies so you can benchmark partners.
Meta is your TOF efficiency machine and a strong retargeting layer. CPMs and CPCs are usually lower than LinkedIn, which makes it attractive for reach and testing creative angles. It pairs especially well with LinkedIn MOF/BOF, where you convert the demand you generate on Facebook/Instagram.
Use Meta for broad narrative content, short videos, and remarketing sequences that warm people up before they hit your sales pages. Then track how many SQLs and opps those users ultimately create in your CRM.
To go deeper on structure and creative, a focused Meta advertising agency can help you build account structures and creative systems that play nicely with LinkedIn and search.
YouTube is ideal for TOF/MOF storytelling. It is one of the most efficient ways to buy attention from problem‑aware but not yet solution‑aware buyers, especially in longer sales cycles.
Use role‑specific hooks (for RevOps, CISOs, product leaders, etc.) and 15–30 second cuts that deliver a single idea well. Optimize around CPV or conversions depending on your volume, then retarget viewers on LinkedIn and Meta with stronger BOF offers.
X is not a volume channel for most B2B teams, but it is useful for executive reach, live events, and product launches. Treat it as a spike channel, not a steady‑state workhorse.
Run short, tightly targeted bursts around big announcements. Use clear threads, thought‑leadership hooks, and crisp LPs behind your ads. Keep brand safety settings strict and monitor replies closely.
TikTok is a creative lab for TOF tests. You will get cheap views and fast feedback on hooks, but you should expect longer nurture, more assisted conversions, and attribution that favors other channels for last‑touch credit.
Only prioritize TikTok once your LinkedIn, Meta, and YouTube retargeting fabric is strong. Lead with UGC‑style content, educate, and build trust. Then pull TikTok‑engaged audiences into other channels that convert more cleanly.
Reddit is powerful when your ICP is concentrated in specific technical or professional communities. It is less about broad awareness and more about credible participation in the right conversations.
Use community‑led TOF/MOF campaigns that speak the language of those subreddits. Qualify with role/industry fields on your forms, and pay close attention to context to avoid appearing off‑base or salesy.
Formats are where many B2B teams lose money. Use this decision logic so each format does the job it is best at.
Conversation Ads: Prioritize for BOF, meeting‑driving offers like consults, audits, or “talk to a strategist” invitations. Your gate: open rate ≥ 40% and intro‑held rate that tracks to your modeled SQL and opp rates. If you are not seeing meetings that math out to your max CAC, test new senders (titles and seniority), subject lines, and incentives before scaling.
Document Ads / Lead Gen: Prioritize for MOF when you can deliver immediate value: calculators, templates, benchmarks, case digests, implementation checklists. Your gates: document completion/view rate and lead quality. Use native Lead Gen forms when speed‑to‑lead matters, but require filters like role and seniority so Sales is not overwhelmed with unqualified leads.
Video: Prioritize for TOF scale and message testing. Use 15–30 second cuts with clear hooks and captions. Push for engaged views (e.g., 50% or 75% view thresholds) rather than pure impressions; then retarget viewers with MOF/BOF assets like Document Ads and Conversation Ads on LinkedIn or lead ads on Meta.
Benchmarks are not goals; they are reference points to sanity‑check your own data. Use them to decide when to fix creative, when to expand, and when to stop.
LinkedIn CTR (Website Visits): Sponsored content campaigns often land around 0.5–0.9% CTR*, with tighter cold lists closer to the lower end and retargeting at the higher end, per analyses such as Chartis and Dreamdata’s LinkedIn Ads benchmarks. Aim for ≥0.5% CTR on cold Website Visit campaigns before scaling budgets materially.
Budget share: Research from LinkedIn and Dreamdata shows LinkedIn commands a large portion of B2B paid budgets, while Facebook is around 11% of spend in recent data* (LinkedIn Business + Dreamdata). Use this as a directional benchmark when explaining your channel mix to stakeholders.
CAC by channel: CAC on social varies widely. Analyses like FirstPageSage’s CAC by channel report show that LinkedIn often has higher CACs for enterprise audiences, while Meta can be meaningfully lower for TOF. Always compare your observed CAC against your modeled max CAC and payback window* instead of chasing “cheap” leads.
Decision gates:
*Verify all benchmarks against the latest reports from LinkedIn Business, Dreamdata, Chartis, FirstPageSage, and Optifai before publish. Treat the numbers as directional guidance, not hard rules.
A finance‑first budget is useless if you cannot prove impact in your CRM. Wire measurement before you scale spend.
Map campaigns with UTMs and naming conventions:
Track full‑funnel metrics by channel and offer:
Align weekly with Sales: Review SQL quality, meeting show rates, and time‑to‑first‑touch. If Sales says a segment is low quality, treat that signal as seriously as a bad CTR. Tighten qualification fields on Lead Gen forms and refine copy to filter out poor fits.
Remember the PAA question “Where do CAC benchmarks sit for social?” The answer should live in your own CRM dashboards, backed by external benchmarks only as context.
Build a simple spreadsheet (or model in your BI tool) with four tabs: Inputs, Model, Budget, Reporting. This becomes your operating system for B2B social marketing.
Inputs tab:
Model tab:
Budget tab:
Reporting tab:
Start from your max CAC and target CPL, not from an arbitrary flat amount. You need enough budget to fund at least two full creative cycles (3–4 weeks) per audience/offer so you can test different hooks, formats, and landing experiences.
For some teams, that might be a $5k/month pilot; for others, especially with higher ACVs, it may be higher. The key is that your test budget should be large enough to generate statistically useful data on CPL, SQL rate, and early CAC payback, then compare against your LTV:CAC model.
If your modeled or observed LTV:CAC drops below ~3:1*, treat it as a red flag. First, pull back cold TOF spend and shift dollars to BOF/MOF campaigns that work warmer lists, existing customers, and high‑intent audiences.
Next, improve qualification (fields, routing, SLAs) and speed‑to‑lead so Sales works fewer, better leads. If you still cannot reach target LTV:CAC and payback windows, revisit pricing, packaging, or ACV targets with your revenue and finance leaders, using external benchmarks such as Optifai’s LTV data as context.
On a pure CPC or CPL basis, LinkedIn is usually more expensive than Meta or some programmatic options, especially for enterprise audiences. But that is the wrong comparison. Your real question is whether LinkedIn delivers better SQLs, pipeline, and CAC payback for your ICP.
Use your CRM data to compare channels on revenue, CAC, and LTV:CAC, not just clicks. External B2B paid social benchmarks from Dreamdata and FirstPageSage suggest that LinkedIn often justifies its higher costs when you track all the way to closed‑won; treat your own data as the final source of truth.
Add TikTok or Reddit only after your core channels are meeting LTV:CAC and payback gates. In practice, that usually means LinkedIn plus Meta/YouTube are already producing pipeline efficiently, and your retargeting pools are large and healthy.
When you do add them, treat both as structured tests with strict outcome gates: define success in terms of downstream SQLs and opps, not just cheap CPCs or view counts. If they cannot beat or at least match your existing channels on CAC after a few cycles, pause and revisit later.
They can. Native Lead Gen forms typically increase volume and lower CPL, but that does not guarantee good SQL rates. To protect quality, add role, seniority, and firmographic fields, and route leads carefully with clear SLAs.
Run an A/B test: native Lead Gen vs. high‑intent landing pages for the same offer, over several weeks. Compare SQL rates, opportunity creation, and CAC payback. If native forms win or stay comparable on LTV:CAC, keep them. If they drag down SQL quality, keep them for lighter‑weight MOF offers and reserve BOF offers for landing pages.
Abe builds paid social plans that start with LTV:CAC, not hunches. We verify TAM, model max CAC and payback, and deploy creative systems that turn attention into pipeline across LinkedIn, Meta, YouTube, and more.
Efficiency: Verified ICP lists and smart exclusions reduce waste and lower CPL, whether you are spending $5k or $100k+ per month.
Clarity: Finance‑first reporting that focuses on SQLs, pipeline, CAC payback, and LTV:CAC, not surface‑level engagement metrics.
Velocity: Weekly creative iteration, clear gates, and faster scale decisions, so your budget moves to the best‑performing segments automatically.
Proof: $120M+ in annual ad spend managed and 150+ brands supported across LinkedIn, Meta, and other social platforms.
When you evaluate the best B2B social media agencies, look for partners who talk in LTV:CAC, CAC payback, and CRM‑verified pipeline, not just impressions and followers. If you want a partner that operates that way from day one, book a consult with a B2B social marketing agency that lives in the numbers.
Want a tailored model and budget you can take to Finance? Abe can help you move from manual channel guesses to a living social budget roadmap for your next 90 days and beyond.