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Based in Los Angeles · Serving partners across the U.S.

Strategy & Insights

Data-backed decisions for faster growth — across search, social, and AI.

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Clarity first. Confident decisions.

Backed by 8+ years of cross-channel leadership, we don’t just deliver reports — we uncover actionable strategies that move the needle.

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.

What’s included

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

  1. Decide what to measure before you invest. Lock KPIs, conversions, and UTMs; fix GA4/GTM first.
  2. Fewer, clearer bets. Prioritize by impact/effort and review weekly against KPIs and OKRs.
  3. Test with purpose. Run A/B tests with hypotheses and power; log wins and roll out quickly.
  4. Forecast, then reconcile. Compare actuals to forecast monthly; adjust budgets decisively.
  5. Document and enable. SOPs + dashboards + ownership = repeatable results.
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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.