Strategy & roadmap
A prioritized, data-backed plan that aligns marketing spend with revenue goals and high-intent audiences.
Strategy & Tracking
Marketing decisions backed by data, not guesswork.
We bring your strategy, tracking, and reporting under one system — so every dollar is tied to revenue and every decision has proof behind it.
The approach
Most contractors run on disconnected tools, half-configured tracking, and dashboards full of vanity metrics. Our strategy and tracking engagements fix the foundation: clean attribution, qualified-lead scoring, and reporting that ties spend directly to revenue. You get the strategy and the system to run it, not just a slide deck.
- Know exactly which channels drive booked jobs, not just traffic
- Stop wasting spend on leads that never convert
- Replace vanity metrics with reporting you can actually run the business on
- One connected system instead of conflicting numbers
What's included.
A complete system — not a checklist of tasks. Every piece is built to compound on the others.
Conversion tracking
Full GA4, GTM, and server-side event tracking configured and validated, so every meaningful action is captured.
Attribution modeling
Multi-touch attribution that assigns credit across the journey and shows which channels drive closed revenue.
Lead qualification
A scoring model wired into your CRM that separates serious remodel and build inquiries from tire-kickers and price-shoppers.
Reporting & dashboards
Live revenue dashboards tracking CAC, ROAS, and pipeline instead of clicks and impressions.
Tech stack audit
A structured review of your martech tools to cut waste, close gaps, and consolidate around what works.
CRM & pipeline review
An end-to-end audit of your lead-to-revenue process, from first touch through closed-won.
Ongoing advisory
Recurring strategic guidance to keep your system accurate and your roadmap on track as you scale.
How it works
A clear path from call to outcome.
- 01
Discovery & audit
We map your tools, tracking, data health, and lead flow to find exactly where revenue visibility breaks down.
- 02
Tracking & attribution
We implement and validate tracking and attribution so your data is accurate before any decisions ride on it.
- 03
Strategy & roadmap
We translate clean data and your goals into a prioritized roadmap focused on lead quality and revenue.
- 04
Implementation support
We guide your team through execution, lead scoring, and CRM workflows — advising at every step.
- 05
Reporting & optimization
We stand up live dashboards and meet on a regular rhythm to review results and refine the system.
Focus areas
We work the layer underneath your campaigns — the system that tells you whether they’re paying off.
- Strategy A prioritized roadmap that ties marketing to revenue, not activity for its own sake.
- Tracking & attribution Accurate conversion tracking and multi-touch attribution across the full buyer journey.
- Lead qualification Scoring and routing systems that surface high-intent leads and filter out the rest.
- Reporting Live dashboards built around revenue, CAC, and pipeline — not clicks.
- Tech stack Audit and consolidation of your martech and CRM into a single source of truth.
FAQ
Questions, answered straight.
Advisory work is typically priced as a fixed fee for a defined scope (like a tracking and attribution build), a monthly retainer for ongoing strategy, or a fractional engagement where we embed as your strategic partner for a set amount of time each month. We scope every engagement before we quote, so you know exactly what you’re paying for.
Is this a one-time project or an ongoing retainer?
Both are available. Many clients start with a fixed-scope project to fix tracking and build the strategy, then move to a monthly advisory retainer for ongoing optimization. We recommend the model that fits your scope and stage.
Do you implement the work or just advise?
We do the technical setup — configuring tracking, attribution, scoring, and dashboards — and we advise your team on strategy and execution. The difference from a done-for-you agency is that we build the system and hand you the capability to run it.
How is this different from your done-for-you services?
A done-for-you team runs campaigns and produces the work. Strategy and tracking solves the layer underneath: the systems that tell you whether any of it is actually paying off. Many clients use both.
What tools do you work with?
GA4, Google Tag Manager, server-side tracking, the major ad platforms, and most common CRMs. We’re tool-agnostic and recommend based on what fits your stack and goals, not on what we resell.
How long until I see results?
Tracking and attribution fixes are typically live within days to a few weeks. Clean data and clear reporting show up almost immediately; strategic gains compound over the following months as the system informs decisions.
Do I need a big in-house team for this to work?
No. The whole point is to give lean teams an accurate, low-maintenance system instead of a pile of disconnected tools. We build it to be sustainable for whatever team size you have.