Strategy & Insights
Data-backed decisions for faster growth — across search, social, and AI.
Clarity first. Confident decisions.
We align your market, messaging, and measurement so every move is intentional. From ICP and opportunity sizing to GA4/GTM audits, KPI trees, and forecasting, we give you a roadmap—and the numbers—to prioritize what drives pipeline and revenue.
We begin with discovery: customers, competitors, demand signals, and search landscape. Then we map ICP (ideal customer profiles), jobs-to-be-done, and positioning before building a KPI tree that ladders to OKRs and revenue targets. We audit tracking (GA4/GTM, UTMs, conversions), fix data quality, and stand up dashboards that tie channels to pipeline. Finally, we plan quarterly roadmaps and an experimentation program (A/B testing, CRO) so you learn faster and spend smarter.
Discovery & Market Research
- ICPs, jobs-to-be-done interviews, and surveys
- Competitive/keyword landscape and SERP opportunities
- Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM) sizing and category mapping
Analytics & Measurement Audit
- GA4/GTM audit, event schema, consent compliance
- Conversion definitions, cross-domain tracking, data hygiene
- UTM governance and source/medium standards
KPI Tree, OKRs & Goal Setting
- Business → marketing → channel KPI alignment
- Quarterly OKRs with targets and lead/lag indicators
- Baselines and benchmarks to track progress
Roadmaps & Prioritization
- Impact/effort scoring across SEO, paid, web, content
- Quarterly roadmap with owners, timelines, and risks
- Backlog management and RACI governance
Experimentation & CRO
- A/B/MVT plan with hypotheses and success metrics
- Funnel analysis, heatmaps/session replays, form analytics
- Sample size/power, test cadence, and scorecards
Forecasting & Modeling
- Pipeline and revenue forecasts by channel/campaign
- CAC/LTV modeling, contribution margin, payback
- Scenario planning and budget recommendations
Attribution & Reporting
- Data-driven/position-based attribution options
- Looker Studio dashboards and exec scorecards
- Cohort analysis and lifecycle insights
Content & SEO Insights
- Pillar/cluster topics, gap analysis, E-E-A-T signals
- AI/LLM-ready Q&A blocks and schema opportunities
- Internal linking and on-page optimization plan
Governance, Enablement & Training
- SOPs for naming, UTMs, tracking, and dashboards
- Team workshops; documentation and playbooks
- Ongoing advisory and quarterly business reviews (QBRs)
Who this is ideal for
- Leadership & RevOps needing a single source of truth and predictable planning
- Marketing teams scaling spend and experimentation with clear KPIs
- B2B, services, and multi-location orgs seeking prioritization and accountability
- Startups/scaleups formalizing strategy, measurement, and forecasting fast
Recommendations
Decide what to measure before you invest. Lock KPIs, conversions, and UTMs; fix GA4/GTM first.
Fewer, clearer bets. Prioritize by impact/effort and review weekly against KPIs and OKRs.
Test with purpose. Run A/B tests with hypotheses and power; log wins and roll out quickly.
Forecast, then reconcile. Compare actuals to forecast monthly; adjust budgets decisively.
Document and enable. SOPs + dashboards + ownership = repeatable results.
FAQs
How long does a Strategy & Insights engagement take?
Most teams see a full audit, KPI tree, dashboards, and a quarterly roadmap in 3–6 weeks, followed by monthly optimization.
What access do you need?
Read-only access to GA4, GTM, ad platforms, and CRM (HubSpot/Salesforce) plus any existing reports and spreadsheets.
Do you build the dashboards?
Yes—GA4 + Looker Studio (or your BI tool). We deliver exec and channel views with live data and clear definitions.
Can you stay involved after the initial strategy?
Absolutely—monthly advisory, QBRs, experiment oversight, and forecasting tune-ups.