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Step one
Book a call
Bring the document your team rebuilds every cycle.
Step two
Free training hour
Claude set up on each person's own work, on your own systems.
Step three
Audit
A written list of what repeats and what it costs you now.
Step four
Build on your template
Your file, your systems, every figure checked before it reaches a client.
Step five
Hours back, every cycle
Ten hours became twenty minutes. An hour per client became ten.

Why marketing budget optimization stalls

Most marketing budget allocation arguments are really arguments about measurement. The ad platform claims a conversion, the customer system disagrees, and the meeting ends where it started.

Media mix modeling that skips that step produces a confident recommendation on numbers nobody trusts. Marketing mix modeling software has the same weakness, and it costs more.

How the recommendation is built

  1. Spend and results are pulled per channel, from the platforms and the customer system.
  2. Return is computed the same way for each, so a comparison between channels means something.
  3. Scenarios are modeled. What moving a share of the budget would mean on the evidence you have.
  4. A recommendation is written, with the number attached rather than a direction.
  5. You decide. Nothing moves without a person.

What makes it different

One definition of a result, agreed before anything is compared.

It states what it cannot know

A channel with too little data is named as such rather than ranked.

It ends in a sentence

Move fifteen percent from search to email, and here is what that does.

What you get

What it connects to

Google Ads, Microsoft Ads, Meta, Windsor.ai, HubSpot or your customer system, and Google Sheets.

Questions

  1. How far back does it look?

    Far enough for the pattern to mean something, and it says when the history is thin.

  2. Does it move money?

    No. Ppc budget management stays a human decision.

  3. Does this feed the client report?

    Yes, the same analysis drives the recommendations section.

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