Go beyond media spend to include creative production, agency fees, data tools, headcount allocation, and even discounts that act like marketing. Document boundaries now, so tomorrow’s ROI doesn’t drift. Tell us how you currently scope costs, and we’ll suggest pragmatic refinements.
Clarify the ‘Return’ You Report
Choose revenue, gross profit, or contribution margin, and stick with it. Include COGS when needed, and define pipeline quality in B2B contexts. A shared R framework keeps monthly reviews productive. Comment which return metric your team trusts most and why.
A One-Hour Alignment Workshop
Invite marketing, finance, and sales to co-create an ROI charter: formula, scope, timing, and exceptions. Capture decisions in a single page with examples. If you run the workshop, share your draft with us, and we’ll help pressure-test tricky edge cases.
Build Data You Can Trust
List every conversion event, property, and identifier with owners and acceptance criteria. Align naming across advertising platforms and analytics. Publish changes. When everyone reads the same dictionary, ROI calculations stop wobbling. Ask for our checklist by subscribing for upcoming updates.
First touch explains demand creation; last touch explains capture. Use both for balanced budgeting. If you only fund what closes, you starve awareness. If you only fund awareness, you miss near-term revenue. Comment which weights you use for planning each quarter.
Choose Attribution That Fits Your Journey
Linear, time-decay, and position-based models distribute credit across the path. They are great for directional insight but not causal truth. Use them to spot patterns, not to declare winners. Share one surprising channel that gained credit after switching models.
Calculate ROI by Channel With Context
Combine CPC, CVR, and AOV to estimate contribution margin per click. Include branded vs. non-branded split, and calculate cannibalization using holdouts or auction insights. Post-click facts beat platform promises. Share your latest query that surprised you in profitability.
Calculate ROI by Channel With Context
Model content as a compounding asset with a ramp period. Attribute value using cohort-based organic contribution, not vanity rankings. Track cost per published piece and long-tail revenue over time. Tell us your best-performing article and how long it took to pay back.
Modeling LTV with Realism
Use retention curves and contribution margins, not just average orders. Segment by acquisition channel and first-product purchased. LTV variance is strategy gold. Share which segment massively outperforms your average, and we’ll suggest an ROI-informed scaling plan.
Payback Periods That Leaders Love
Define acceptable payback by growth stage and cash dynamics. A 3‑month target differs from a 9‑month horizon. Make the trade-offs explicit. If your board prefers faster payback, comment how you rebalance channels without stalling pipeline.
A Cohort Story
A DTC brand noticed Q1 social cohorts repurchased at double the rate after a product education series. They shifted spend to nurture, not just acquire. The ROI lift persisted for three quarters. Which cohort would you re-engage first to unlock compounding returns?
Experimentation for Causal Confidence
Carve out a true control group, keep it clean, and measure incremental outcomes. Pre-register success metrics and timeframe. Small, well-designed tests beat large, noisy ones. Tell us which campaign you’d pause for a controlled week to quantify real lift.
Lead with what leaders ask: where to invest, what to pause, and expected impact. Show the two slides that matter before details. Invite feedback early. Share one question your stakeholders ask every month, and we’ll help tailor the next update.
Design Dashboards for Action
Limit widgets, highlight variance, and annotate changes. Pair trend lines with targets and confidence bands. Explain anomalies plainly. Dashboards should drive decisions in minutes, not meetings in circles. Post a screenshot description, and we’ll suggest one improvement.
Rituals That Sustain Rigor
Run a monthly ROI review with pre-reads, owner notes, and clear follow-ups. Track commitments publicly. Over time, the culture shifts from opinions to evidence. Subscribe for our checklist, and tell us which ritual you’ll pilot this quarter.