How We Work

How the audit, build, and coaching work.

Your engagement runs the same way every time: a diagnostic call and an audit define what comes next, then the system gets built and your team gets coached. Which service you need shapes the work. Not the sequence.

The process

Same process, every time. Audit, build, coach.

01 · Audit

Audit the business. Surface what is costing you.

You grant access across your whole marketing operation. Full audit of campaign structure, naming conventions, attribution setup, UTM discipline, and the operational layer underneath. Performance pull across whatever window gives the cleanest signal.

The audit looks for where your spend is going without measurable return, where attribution is broken so you cannot see the truth, and where the operational layer is missing entirely. Most operations have all three.

Paid channel audit Attribution review UTM and naming audit Website performance Marketing ops review AI discoverability

02 · Prioritize

The audit ends in a dollar-weighted plan. Rank the moves by impact, agree what is first.

Every opportunity gets dollar-weighted. How much is this problem costing per month? How much lift is realistic if it is fixed? How long to implement? Ranked by ROI, not by what is most interesting to work on.

The output is a prioritized opportunity plan. You see exactly what was found, what to fix first, and why. Nothing abstract. The plan is yours to keep whether you continue or not.

Dollar-weighted opportunity plan Impact ranking Service recommendation

03 · Build & Coach

Build the system, coach the team. Often both.

Once the audit defines what to fix, you get the operational system that makes performance repeatable. Then your team gets coached to own and run it.

Most engagements combine both. Build the system, then coach the team to run it. The goal is your team owns the performance, not an outside vendor.

The four service types

The audit defines which service fits. Often more than one.

Audit Fixed scope · 1 to 2 weeks

Audit the business.

Fixed-scope audits that go deep into one area: paid media, website performance, marketing operations, or AI discoverability. Your whole marketing operation gets pressure-tested to find what is breaking and what it is costing. You walk away with a dollar-weighted action plan and a clear recommendation for what to do next.

Full review of the audit area with structured deliverables

Dollar-weighted opportunity plan

Recommendation for the right next step

Yours to keep regardless of what comes next

Four audit types: Paid Media, Website Performance, Marketing Operations, AI Discoverability.

See all audits
Build Done-with-you · 4 to 8 weeks

Install the operational system.

You get the infrastructure that makes performance repeatable. Paid ads systems across Meta, Google, and TikTok. Analytics and reporting pipelines that connect your channels, CRM, and business data into dashboards your team actually uses. Websites, automations, and integrations built around outcomes: more revenue, less manual labor, higher quality at scale.

Built with your team so they own it when the build is done

Documentation and training included in every build

Scoped to outcomes, not just deliverables

Often follows an audit. Often paired with coaching.

Three build types: Paid Ads Systems, Analytics and Reporting, Websites and Automations.

See all builds
Manage Ongoing · Monthly

Run the accounts.

Ongoing paid media management across Google, Meta, and TikTok with senior hands and a weekly optimization cadence. Your accounts run on top of the operational system, in the open. The accounts, the data, and the reporting stay yours. If you ever take it in-house, everything stays.

Weekly optimization cadence, documented and visible

Structured testing rhythm with clean readouts

Budget pacing and automated alerts

Monthly performance review, no slideware

Available for paid media accounts. The system comes first: if the structure is not there yet, it gets built before management starts.

See management
Coach Ongoing · Scoped to engagement

Coach the people.

Systems are only as strong as the people running them. Your media buyers, leadership team, in-house marketing team, or agency team get coached to perform at a higher level. From AI adoption with measurable ROI to branding to ad account accountability. The skills get built alongside the systems so your team owns the performance.

Tailored to the specific person, team, or challenge

Real accounts and real numbers wherever possible

Scorecards and accountability structures built in

Goal: your team runs it on its own when the engagement ends

Five coaching types: Media Buyers, Leadership, Teams, Agencies, Scorecards.

See all coaching

How services combine

Audit then Build

The most common starting sequence. The audit surfaces what to build. The build installs the fix. You get the plan and the system in the same engagement.

Build and Coach

Build the operational system, then coach the team to run it. The build sets the standard. The coaching makes it hold. The most common ongoing engagement.

Build then Manage

Install the account architecture, then keep senior hands on it. For teams that want the performance without adding paid media head count. Coaching can run alongside.

The operating rhythm

What happens after the system is live.

Systems decay without a rhythm. Once your operational layer is installed, you get the cadence that keeps it compounding. Every number has an owner. Every owner has a cadence. The dashboards keep everyone honest.

Weekly

Scorecard review

Twenty minutes against live dashboards, not self-reported numbers. Every metric has a name next to it.

Monthly

System check

Alerts, naming, automations audited. What drifted gets fixed before it costs money.

Quarterly

Priorities reset

The dollar-weighted plan re-ranked against the last ninety days. Priorities for the next quarter, each with an owner.

Find out what is costing you before you spend another dollar.

Start with a diagnostic call. You tell us what you are working on and get a recommendation for the right service or combination.