- 01
Agree what a customer is worth
Before anything else we sit down with your numbers — margin, close rate, average job value, repeat rate — and agree what you can afford to pay for a customer. Everything downstream is measured against that one figure, and it is written down so nobody has to remember it.
- 02
Map the marketing systems you already run
Every tool, platform, list, automation and hand-off, drawn as one picture. This is where the gaps and the duplicated work become obvious — usually two systems doing the same job and neither doing it fully.
- 03
Audit the measurement before the strategy
Conversion tracking, call attribution, analytics and the server-side feeds get checked by hand and fired one at a time. Strategy built on unverified data is guesswork with a nicer font, so this happens first.
- 04
Review every live campaign against its brief
Account structure, targeting, creative, landing pages and the offer, read against what the campaign was supposed to achieve. We write down what is working, what is not, and which of the two the reporting was hiding.
- 05
Price the waste, channel by channel
Spend that produced nothing gets named and totalled. Not as a criticism — as a budget you already have and are not currently using. It is almost always the fastest money in the room.
- 06
Reallocate the budget toward what produces
Return and spend efficiency per channel, side by side, then a recommended split with reasons attached. We show the working, because you will have to defend the change to somebody who was not in the room.
- 07
Fix the lead journey where it drops off
We follow real enquiries from first click to closed job and find the step where they leak — the form, the response time, the follow-up, the handover to sales. Fixing that step is usually cheaper than buying more traffic.
- 08
Rebuild the reporting around decisions
One page. Cost per customer, spend, what changed, what happens next. Written in the language you use about your own business, and issued on a fixed rhythm whether the news is good or bad.
- 09
Train the people who have to run it
Recommendations that only we can execute are not advisory, they are a retainer in disguise. We work through the frameworks with your team until they can make the same call without us on the line.
- 10
Set the cadence and hand it over
A weekly working rhythm, a monthly review and a quarterly reset, with an owner's name against each one. Then we step back to a review seat, and you keep the playbook.