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Interactive demo · Sample accounts and relationship data
"We saw an ROI within the first week after engaging a global enterprise brand. Ortium is now key to landing & expanding clients with less effort"
Kristjan Mar Hauksson
Partner TBWA
Grow sales with agents that continously monitor prospect's marketing, customers and competitors.
Advertising
Buyers
Search
Website
AI visibility
Company researchResearch ready
Start with your prospect.
Company
Intercom
Competitors
ZendeskHelp Scout
AdvertisingBuyersSearchWebsiteAI visibility
What would you like to get done?
Prepare for a
discovery call
Pitch a new
service
Re-engage an opportunity
Get the research done for you.
Bring together marketing and buyer data on prospects, clients and competitors without needing to ask for internal access.
AdvertisingGoogle · LinkedIn · Meta
BuyersReviews · Customer stories
Search & websitesSEO · AI visibility · Positioning
Put sales prep on autopilot.
Turn marketing activity, customer info, competitors and search demand into discovery briefs, pitches and outreach tailored to your agency’s services.
Prepare for discovery callsGet relevant observations, tailored questions and potential needs to explore.
Build service pitchesConnect prospect’s needs to your services, with data to support the proposal.
Outreach and follow-upsGet messages built on insights, opportunities and past conversations.
AgentBuild a multi-service pitch
Intercomvs.ZendeskHelp Scout
Make easy adoption a reason to choose Fin.
Pitch a creative and landing-page test built around customer setup stories. Show how Fin fits an existing helpdesk, then measure sales-accepted demos.
Creative testingLanding pages
Buyer challenges over timeJan–Jun 2026
Complex setup
Rising costs
Slow responses
Buyer priorities46%
mention complex setup in June’s buyer sample
Advertising focus6%
of ad impressions focus on easier onboarding
Uncover buying signals for the services you sell.
Continuously monitor prospects’ marketing and buyers to uncover opportunities for your agency, with recommended next steps informed by past interactions.
Stay relevant throughout the sales cycleTrack new leads and open opportunities for timely reasons to reach out.
Reactivate stalled and lost dealsReceive signals that give you a relevant reason to restart the conversation.
Get the signal and the next stepReceive recommended actions in the tools your agency already uses.
Continuous monitoringOn
ZendeskNew signal
New campaign puts customer stories at the centre
New LinkedIn ads lead with customer results and link to landing pages built around the same use cases.
AdvertisingWebsite
IntercomClosed lost
Where the conversation left off
The creative proposal paused until the team had customer stories to support a new campaign. They asked us to revisit it once they had the proof.
Last call note4 months ago
A reason to reconnectSuggested follow-up
Reopen the customer proof conversation.
Zendesk’s new campaign makes this a useful moment to check whether Intercom has the stories to move forward.
When we last spoke, you were waiting on customer stories for the campaign. Zendesk is now putting customer results at the centre of its ads. Do you have any stories ready that we could build your next creative around?
IntercomCreative strategy · Paid media
Turn marketing opportunities into sales conversations.
Bring marketing opportunities to life with personalised microsites that give prospects a reason to start a conversation.
Make personalised content scalableBuild with AI or edit the page yourself
Keep every page on brandYour branding, services and custom domain
Know when to follow upSee when prospects return to your microsite
Your agency.Prepared for Intercom
Make ease of adoption a reason to choose Fin.
Show buyers how Fin fits their existing helpdesk. Bring that proof into your ads and landing pages.
What buyers value
Share of 120 buyers
Simple setup38%
Shared customer context27%
Reporting visibility18%
What ads emphasise
Share of ad impressions
Faster support65%
Easier onboarding6%
Other messages29%
Our recommendation
Better support. Keep your helpdesk.
Test a no-migration message with customer proof. Measure qualified demos.
Trusted by small to large agencies
Understand prospects in minutes and use data to explain why they need your agency.
Without Ortium
With Ortium
Without Ortium
Hours spent collecting data and asking for access
Collect the ads. Read the reviews. Compare the websites. Then work out what it all means.
AdvertisingBuyer feedbackWebsitesSEO and GEOLinkedIn
Intercom · research notes
Company
Ad messaging
Buyer needs
Intercom
Faster support
Simple setup?
Zendesk
To review
—
Help Scout
To review
—
Saved from ad library
Already talking about migration. How does this compare with what buyers say?
With Ortium
Get to the analysis.
Choose a prospect, add competitors and run an analysis. Spend your time on the opportunity.
Start an analysis
Choose the companies, task and output.
Prospect company
Intercom
Competitors
Zendesk, Help Scout
Select a task
Prepare for a
discovery call
Uncover client needs and opportunities to help.
Pitch a new
service
Connect company needs to your services.
Re-engage an opportunity
Find a relevant reason to reconnect.
Choose output
Agent responseNew microsite
Without Ortium
Another agency. The same pitch.
A list of services gives prospects little reason to choose you over the next agency.
New messageDraft
ToMarketing team · Intercom
SubjectA quick introduction
Hi team,
We help SaaS companies improve their paid campaigns and generate more leads.
I noticed you’re running ads across several platforms. We’d love to explore how we could help you get more from them.
Would you be open to a quick call?
AlexYour agency
With Ortium
Bring growth opportunities worth discussing.
Show a prospect what you found, why it matters and what you would do about it.
Your agency.Prepared for Intercom
Make ease of adoption a reason to choose Fin
46 of 120 buyers mention simple setup as purchase driver
What ads emphasise
Google & LinkedIn impressions
Faster support65%
Shared workspace12%
Reporting8%
Easier onboarding6%
Other9%
Our recommendation
Show buyers how Fin fits their helpdesk. Test the no-migration message.
Automate research, pitches and follow-ups that grow clients and move deals forward.
HubSpotNew SQL detected
Intercom
intercom.com
Contact
VP Marketing
Lifecycle stage
Sales qualified lead
Meeting date
10 Nov 2026 · 10:00 AM
Owner
Rohan Hayes
ortium
Company intelligence
Profile summary
AI customer service. Intercom leads with complex-query claims; Zendesk uses customer stories. Explore how proof can bring Fin’s use cases to life.
Prospect / client
Intercom
Competitors
Zendesk
Help Scout
Advertising
Buyers
Organic Search
AI Visibility
Positioning & Conversion
Note by Ortium
HubSpot
Your discovery brief for Intercom is ready
Start with their priorities: “What are your biggest growth priorities this quarter, and what’s getting in the way?”
Turn a broad AI claim into a conversation about proof.
65 of 129 classified Intercom ads lead with handling complex queries. That message accounts for 420,000 Google and LinkedIn impressions — 60% of the 700,000 total. Explore whether customer stories could make the value of those use cases more tangible.
Where Intercom’s ad exposure goes
Share of Google + LinkedIn impressions
Handling complex queries60%
420,000 impressions
Other messages40%
280,000 impressions
The question for the call Which customer stories could show what these capabilities mean in practice?
Shared illustrative Intercom research
Intercom · FinCampaign creative
Better AI support. Keep your helpdesk.“The best AI support” is a broad claim. Ask which customer story could demonstrate the value behind it.
01
Zendesk is putting customer stories in front of buyers
Its Canva story reports 50,000–100,000 LinkedIn impressions. “Which customer stories best show the value of your use cases, and how are you using them across ads and landing pages?”
02
Explore the proof behind the strongest claim
43% of complaint mentions concern complex or unique requests (24 of 56). Only 2 of 50 reviews are from enterprise users. “Does this reflect what your target buyers ask about? What proof helps them feel confident in Fin?”
03
Follow the message from ad to demo
45 of 50 Google ads land on the homepage or fin.ai root. “How do you connect each ad’s use case to relevant customer proof on the landing page, and judge whether it brings the right demo conversations?”
ortium
Continuous monitoring
Competitors are scaling customer stories
Zendesk and Help Scout have launched campaigns built around customer results.
Reported Meta ad reachLast 30 days
Zendesk28,287
Help Scout12,480
Intercom802
35× Intercom’s reachZendesk’s reported reach now puts it well ahead on Meta.
HubSpotHistory matched
Intercom
Customer-story creative pilot
Deal stage
Closed lost
Owner
Rohan Hayes
Last activities
Proposal shared
Paid social + customer-story creative pilot.
Follow-up with VP Marketing
Budget deferred; no agreed timeline to restart.
Why the deal stalled
The team wanted stronger evidence that customer-story creative could support qualified demos before committing budget.
Message by Ortium
# account-teamSlack
A timely reason to reopen the Intercom conversation
A new competitor campaign connects directly to the customer-story pilot that stalled in HubSpot.
Bring a new signal back to an unfinished conversation.
Reported Meta ad reachLast 30 days
Zendesk28,287
Help Scout12,480
Intercom802
Shared illustrative Intercom research
Intercom · FinCampaign creative
Better AI support. Keep your helpdesk.Intercom’s capability-led creative is a starting point for testing customer stories that make the value tangible.
01
What changed
Zendesk and Help Scout have launched customer-story campaigns. Over the last 30 days, reported Meta ad reach is 28,287 for Zendesk and 12,480 for Help Scout, versus 802 for Intercom. Zendesk’s reach is now 35× Intercom’s on this measure.
02
Why this matters to the stalled deal
The 18 September proposal covered paid social and customer-story creative. On 2 October, the VP Marketing deferred budget until there was a stronger case for qualified demos. The competitor activity is a reason to revisit that question, not evidence of conversion uplift.
03
Suggested opening
“When we last spoke, you wanted a clearer case for customer-story creative before committing budget. Zendesk and Help Scout have since launched campaigns built around customer proof, and their Meta reach is well ahead of yours. Could we show you what they’re running and explore a small test using Intercom’s own customer stories?”
HubSpotTrigger detected
Intercom
intercom.com
Contact
VP Marketing
Relationship
Client · Paid media
An opportunity beyond paid media
Beyond your current paid media work, there’s an opportunity to help more buyers find Fin through search and get it up and running after starting a trial.
ortium
Company intelligence
Profile summary
AI customer service. Buyers value simple setup; Fin can compete on adding AI without replacing the helpdesk.
Prospect / client
Intercom
Competitors
Zendesk
Help Scout
Advertising
Buyers
Organic Search
AI Visibility
Positioning & Conversion
Message by Ortium
# account-teamSlack
A new service opportunity for Intercom
Connect acquisition with the proof buyers need to get Fin live.
Extend the engagement from acquisition to evaluation.
How much attention does easy adoption get?
Buyer feedback and ad exposure · different samples
Buyers mentioning simple setup38%
Ad impressions about easier onboarding6%
175 of 461 buyer records. Ad share uses sample Google + LinkedIn impression-range totals.
Who appears when buyers search?
“ai for zendesk” · 1,600 searches / month
Zendesk#3
Intercom#12
Shared illustrative Intercom research
Intercom · FinCampaign creative
Better AI support. Keep your helpdesk.The existing-helpdesk story gives the adoption conversation a concrete starting point.
01
An adjacent discovery gap
Intercom ranks #12 for “ai for zendesk”, behind Zendesk at #3. Integration-focused search content could help prospective buyers evaluate Fin earlier.
02
Proof to support the decision
Build a setup guide, human-handoff walkthrough and customer proof around the buyer's existing helpdesk. Validate the actual evaluation gaps with the client.
03
A proportionate next step
Scope one Fin-for-Zendesk journey alongside the paid campaign. Agree ownership and measure qualified trials, activation and retained paid usage.
HubSpotTrigger detected
Intercom
intercom.com
Contact
VP Marketing
Relationship
New opportunity · Proposal
What’s been discussed
The team wants to reach more buyers for Fin and help them get started without switching helpdesks. You discussed a small campaign test, supported by search content and a clearer trial experience.
ortium
Company intelligence
Profile summary
AI customer service. Buyers value simple setup; Fin can compete on adding AI without replacing the helpdesk.
Prospect / client
Intercom
Competitors
Zendesk
Help Scout
Advertising
Buyers
Organic Search
AI Visibility
Positioning & Conversion
Presentation by Ortium
Google Slides
Win more Fin customers without a helpdesk switch.
A proposed six-week pilot combining paid media, customer-story creative, search content and trial follow-up for teams already using Zendesk.
Make Fin easier to discover, trust and try.
Simple setup appears in 175 of 461 buyer records, yet easier onboarding accounts for just 6% of the sampled ad impressions. Meanwhile, Intercom ranks #12 for “ai for zendesk”, behind Zendesk at #3. The opportunity is to make Fin easier to find and show buyers how it fits into the tools they already use.
How much attention does easy adoption get?
Buyer feedback and ad exposure · different samples
Buyers mentioning simple setup38%
Ad impressions about easier onboarding6%
175 of 461 buyer records. Ad share uses sample Google + LinkedIn impression-range totals.
Who appears when buyers search?
“ai for zendesk” · 1,600 searches / month
Zendesk#3
Intercom#12
Shared illustrative Intercom research
Intercom · FinCampaign creative
Better AI support. Keep your helpdesk.Keep the no-switch promise. Add an approved customer story showing the setup, the handoff and the result.
The services we’d bring together
01
Paid media + creative: show the outcome in a real team
Build three ad concepts from an approved customer story: the support problem, Fin working in the existing helpdesk, and the result. Test them against the current ‘keep your helpdesk’ message with one defined audience. Deliver six ad variants and a weekly view of which messages bring qualified trials or demos.
02
Search + landing pages: answer the questions before the click
Run a capped paid-search test around Fin and Zendesk integration queries. Build one dedicated landing page and one practical setup guide covering compatibility, human handoff and a relevant customer example. Connect each ad to the right section, with a clear route to start a trial or book a demo.
03
Conversion content: help interested buyers get Fin live
Create a three-email trial sequence and a setup checklist with Intercom’s customer success team. Show buyers how to choose a first use case, prepare their content and test the handoff. Track where they stall so the next round of content answers a real obstacle.
Use the same customer story in the ad, expand it on the landing page, and turn the setup steps into the trial follow-up. Each service helps the buyer take the next step.
A focused six-week pilot
Weeks 1–2
Choose the audience and build the proof
Agree one Zendesk customer segment, select an approved customer story, and build the creative, landing page and measurement plan.
Weeks 3–4
Launch a small, connected test
Run paid social and search within an agreed budget. Publish the setup content and introduce the trial emails with the customer success team.
Weeks 5–6
Review who actually gets started
Compare qualified trials and live usage by campaign. Recommend what to improve, stop or continue; keep tracking later activations after the pilot.
What success looks like
Judge the pilot on cost per qualified trial, trial-to-live conversion and time to first live resolution. Track sales-accepted demos separately for buyers who need a sales conversation; clicks and reach are supporting measures.
What we’d agree before launch
Before launch, agree the audience, media budget, success thresholds and approval owner. Intercom supplies approved customer proof, analytics access and a product or customer success contact to validate the setup guidance.
"Ortium provides us with unique rigorous data-backed insights in minutes that would have otherwise taken days to find"
Rowan Costello
Founder
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