The Marketing Impact OS. How we inspect, plan, run and improve your marketing, week after week.
Your numbers sit in six tools, your agency reports on its own channel, and nobody connects the two. The Marketing Impact OS is the marketing operating system behind every engagement. It is AI-native: your data, your team and your vendors in one system, reported on continuously, run through four steps on repeat.
The loop: Inspect, Ideate, Implement, Iterate.
Every engagement runs the same four steps, on repeat. A pass never ends at a report. It ends with changes live in market and fresh numbers, and those numbers start the next pass.
- Inspect: measure what is actually happening in every channel, page, form, call and sale. Find what drives revenue and what leaks it.
- Ideate: turn the findings into options, estimate what each is worth and rank them.
- Implement: put the top moves live through your team, our team and AI.
- Iterate: read results against the baseline, keep what works, and feed what we learned into the next inspection.
The seven dimensions it measures.
Marketing results rest on seven connected dimensions. We score each from 1 to 5, because the weakest one usually sets the ceiling for the rest. Here is what we look at first in each.
- Strategy: whether the budget split matches where your best customers actually come from.
- Data: whether the ad platform, analytics and CRM agree on how many leads you got last month.
- Friction: how long a new lead waits for a call back, and how many forms, calls or carts never finish.
- Process: whether each launch has an owner and a date, or lives in someone's inbox.
- People: whether each agency and vendor has a number to hit, and who checks it.
- Technology: which tools you pay for, which ones pass data to each other, and which ones nobody opens.
- Communication: whether your report ends with a decision or just a pile of charts.
Everything from first click to closed sale.
Most marketing reviews look at one channel at a time. We look at every stage a customer passes through, because a problem in one stage usually shows up as a symptom in the next.
- Demand: ads, search, referrals and reviews that bring people to you.
- Destinations: your website and landing pages, where interest turns into intent.
- Conversions: the forms, calls and checkouts where a visitor becomes a lead or a buyer.
- CRM: leads, sales and customers, followed through to revenue and repeat business.
- Tracking at every step, so each stage can be measured against the one after it.
- Retargeting that brings back people who left before they bought.
AI-native: your data, team and vendors in one system.
Most companies keep their numbers in one place, their team's work in another and their vendors' reports in a third. The OS pulls all three into one system and reports on it continuously, not once a month. We make the decisions: priorities, budget, what to cut. Your team does the work that needs real knowledge of your customers. AI does the repeatable work: first drafts, reporting, monitoring and routine optimization.
The result is speed. A call made in Tuesday's review can be live by Friday, instead of waiting for next quarter's planning cycle.
Why we run it continuously instead of writing one plan.
A one-off strategy describes your market on the day it was written. It starts aging the next morning. Ad costs move. A competitor changes its offer. A form breaks. Your best salesperson quits. A plan nobody revisits keeps steering by conditions that are gone.
A continuous system catches those changes while they're small. Because the OS inspects again on every pass, a dip in conversion or a jump in cost per lead becomes a decision that week, not a surprise in the quarterly review. Gains compound too, since each round starts from a better baseline.
A Roadmap built for each industry, one system at every tier.
We build the Marketing Impact Roadmap for each industry we serve, around the goal that matters there. Law firms: more signed cases. Home services: more booked jobs. Healthcare practices: new patients who stay. DTC brands: a lower cost to win each customer and a higher repeat rate. What changes by service is who runs the OS: you in the Academy, you with our counsel in Advisory or a Board Member seat, or us in the Retainer, Manager and Team.
Inspect, ideate, implement, iterate.
Four steps, on repeat, every week, until you hit your goal.
- 01
Weeks 1 and 2
Inspect
We score all seven dimensions of your marketing. Then we trace every lead, call and order back to revenue.
Now you can see what's working and what's leaking, source by source.
What you getA dashboard of spend, leads, results and cost per result by source.
Marketing Impact OSPersonal injury firmInspectMarketing attributionLast 90 days vs the 90 beforeAd spend$89,560+12%Signed cases53+8%Cost per signed case$1,690+4%Est. fees$546,500+9%Source Spend Leads Signed Est. fees Cost per case Google Ads $45,000 300 18 $180,000 $2,500 Local Services Ads $14,160 120 12 $114,000 $1,180 SEO $12,000 140 10 $105,000 $1,200 Referrals $0 40 9 $121,500 $0 Meta $18,400 210 4 $26,000 $4,600 Total $89,560 810 53 $546,500 $1,690 Marketing Impact OSHVAC and plumbing companyInspectMarketing attributionLast 90 days vs the 90 beforeBooked jobs852+6%Cost per booked job$97+2%Close rate38%+2 ptsRevenue$771,500+7%Source Spend Leads Booked Revenue Cost per job Google Ads $36,000 720 288 $259,200 $125 Local Services Ads $15,000 400 200 $176,000 $75 SEO $9,000 360 150 $141,000 $60 Meta $12,000 300 60 $42,000 $200 Angi $10,500 350 70 $52,500 $150 Referrals $0 120 84 $100,800 $0 Total $82,500 2,250 852 $771,500 $97 Marketing Impact OSDental practiceInspectMarketing attributionLast 90 days vs the 90 beforeNew patients437+7%Cost per new patient$128+1%Show rate72%−2 ptsRevenue$528,400+7%Source Spend Booked Showed Revenue Cost per patient Google Ads $27,000 180 135 $162,000 $200 SEO $9,000 150 120 $156,000 $75 Meta $13,500 150 75 $67,500 $180 Zocdoc $6,600 60 44 $48,400 $150 Referrals $0 70 63 $94,500 $0 Total $56,100 610 437 $528,400 $128 No ad pixels on patient pages
Marketing Impact OSShopify brandInspectMarketing attributionLast 90 days vs the 90 beforeCAC (cost per new customer)$68+4%MER (revenue ÷ spend)2.2x−0.2Returning-customer revenue$398,000+5%New customers5,400+4%Source Spend Orders New Revenue CAC Meta $180,000 3,000 2,400 $225,000 $75 Google Shopping $90,000 2,000 1,500 $150,000 $60 TikTok $60,000 650 600 $42,250 $100 Email and SMS $12,000 4,200 300 $336,000 $40 Affiliates $24,000 800 600 $64,000 $40 Total $366,000 10,650 5,400 $817,250 $68 - 02
Weeks 3 and 4
Ideate
We price each fix in the result you care about: signed cases, booked jobs, new patients or new customers. Then we rank them.
Every move gets a number, an owner and a date before any money moves.
What you getA ranked plan, with the expected gain of each move per month.
Marketing Impact OSPersonal injury firmIdeateThe plan, ranked by impactGains per month- 1Answer after-hours calls liveCalls after 6 pm go to voicemail today.+4 signed cases+$41,000 in fees
- 2Move $3,000 a month from Meta to LSALSA costs $1,180 per signed case. Meta costs $4,600.+2 signed cases+$21,000 in fees
- 3Cut Google Ads terms that never signGoogle Ads costs $2,500 per signed case.Save $2,500Same signed cases
- 4Ask every past client for a referralReferrals turn 9 of 40 leads into signed cases.+1 signed case+$10,000 in fees
If the plan holds+7 signed cases a month
Marketing Impact OSHVAC and plumbing companyIdeateThe plan, ranked by impactGains per month- 1Call back every missed call in 5 minutesOnly 38% of leads book today.+40 booked jobs+$36,000 revenue
- 2Follow up on every unsold estimateUnsold estimates get no second call today.+20 booked jobs+$18,000 revenue
- 3Move $2,000 a month from Meta to LSALSA costs $75 per booked job. Meta costs $200.+17 booked jobs+$15,000 revenue
- 4Ask for a review after every jobMore reviews lift your rank in Local Services Ads.+8 booked jobs+$7,000 revenue
If the plan holds+85 booked jobs a month
Marketing Impact OSDental practiceIdeateThe plan, ranked by impactGains per month- 1Confirm every booking by text and callMeta bookings have a 50% show rate.+20 new patients+$24,000 revenue
- 2Move $1,500 a month from Google Ads to SEOSEO costs $75 per new patient. Google Ads costs $200.+12 new patients+$15,000 revenue
- 3Answer every call before the third ringMissed calls book somewhere else.+8 new patients+$10,000 revenue
- 4Ask for a review at checkoutMore reviews lift your rank on Maps.+4 new patients+$5,000 revenue
If the plan holds+44 new patients a month
Marketing Impact OSShopify brandIdeateThe plan, ranked by impactGains per month- 1Send a second-order flow by email and SMSMost first-time buyers never order again.+$26,000Returning revenue
- 2Add bundles at checkoutOrders average $77 today.+$18,000+$5 per order
- 3Move $12,000 a month from TikTok to ShoppingTikTok costs $100 per new customer. Shopping costs $60.+80 new customersLower CAC
- 4Track sales server sideMeta, Google and the store each count sales differently.One numberFor every budget call
If the plan holds+80 new customers, +$44,000 a month
- 1
- 03
From week 5, biggest fix first
Implement
We launch with your team, your vendors or ours: campaigns, pages, intake, automations and reporting.
The biggest fix goes first. You can see who owns each task, when it's due and whether it's done.
What you getA work list with an owner, a due week and a status on every task.
Marketing Impact OSPersonal injury firmImplementThe work2 of 4 done- Live answering after 6 pm and on weekendsIntake lead · Week 1Intake leadWeek 1Done
- Move $3,000 a month from Meta to LSAAgency · Week 1AgencyWeek 1Done
- Cut Google Ads terms that never signAgency · Week 3AgencyWeek 3In progress
- Referral ask at every closed matterCase managers · Week 6Case managersWeek 6Next
Monday check-in Every open task gets a status. A late one gets a new date and a reason.
Marketing Impact OSHVAC and plumbing companyImplementThe work2 of 4 done- Missed-call text back and 5 minute callbackOffice manager · Week 1Office managerWeek 1Done
- Estimate follow-up on day 2 and day 7Sales manager · Week 2Sales managerWeek 2Done
- Move $2,000 a month from Meta to LSAAgency · Week 3AgencyWeek 3In progress
- Review request text after every jobCSR lead · Week 5CSR leadWeek 5Next
Monday check-in Every open task gets a status. A late one gets a new date and a reason.
Marketing Impact OSDental practiceImplementThe work2 of 4 done- Two-way confirm texts 48 and 2 hours outFront desk lead · Week 1Front desk leadWeek 1Done
- Move $1,500 a month from Google Ads to SEOAgency · Week 2AgencyWeek 2Done
- Overflow calls to a second lineOffice manager · Week 3Office managerWeek 3In progress
- Review request at checkoutFront desk · Week 5Front deskWeek 5Next
Monday check-in Every open task gets a status. A late one gets a new date and a reason.
Marketing Impact OSShopify brandImplementThe work2 of 4 done- Second-order flow, email and SMSRetention lead · Week 2Retention leadWeek 2Done
- Move $12,000 a month from TikTok to ShoppingAgency · Week 1AgencyWeek 1Done
- Bundles at checkoutWeb team · Week 3Web teamWeek 3In progress
- Server-side tracking on Meta and GoogleWeb team · Week 5Web teamWeek 5Next
Monday check-in Every open task gets a status. A late one gets a new date and a reason.
- 04
Every week, with a review every 90 days
Iterate
Every week we read the numbers, keep what works and cut what doesn't.
Every 90 days we review the results with you and make the next call. Then the loop runs again, until you hit your goal.
What you getA 90-day review against your starting numbers that ends in the next decision.
Marketing Impact OSPersonal injury firmIterate90 days laterBefore → after- Cost per signed case$1,690$1,243−26%
- Signed cases5366+25%
- Ad spend$89,560$82,060−8%
Cost per signed case by monthZachary's reviewSigned cases went from 53 to 66 on $7,500 less spend. Cost per signed case fell from $1,690 to $1,243. Next: put $2,000 a month into SEO pages for your top two case types. SEO costs $1,200 per signed case.
Marketing Impact OSHVAC and plumbing companyIterate90 days laterBefore → after- Cost per booked job$97$80−17%
- Booked jobs8521,032+21%
- Close rate38%45%+7 pts
Cost per booked job by monthZachary's reviewBooked jobs went from 852 to 1,032 on the same $82,500. Cost per booked job fell from $97 to $80. Next: staff the phones until 8 pm, then move the other $2,000 a month off Meta and into LSA.
Marketing Impact OSDental practiceIterate90 days laterBefore → after- Cost per new patient$128$106−18%
- New patients437530+21%
- Show rate72%81%+9 pts
Cost per new patient by monthZachary's reviewNew patients went from 437 to 530 on the same $56,100. Show rate went from 72% to 81% once every booking got a confirm text. Next: start recall so these new patients book their next visit before they leave.
Marketing Impact OSShopify brandIterate90 days laterBefore → after- CAC$68$59−13%
- MER2.2x2.6x+0.4
- Returning-customer revenue$398,000$476,000+20%
CAC by monthZachary's reviewCAC fell from $68 to $59 on the same $366,000. Returning-customer revenue went from $398,000 to $476,000 after the second-order flow went live. Next: move the last $8,000 a month off TikTok and into Shopping.
Get your score, then choose where to start.
The assessment and the call cost nothing. Then you make two choices: how to begin, and how much of the work we do. Most clients begin with the Roadmap.
01Get your score
02Choose how to begin
03Choose how much we do
Do it yourself.
You run the OS. Our templates and 48-hour answers back you up.
No Roadmap needed.
Done with you.
You run it. We review the big decisions with you.
Starts from the Roadmap or your own plan.
Done for you.
We run it for you, working from the Roadmap or Roadmap + Installation.
Roadmap + Installation: the full OS in place in 90 days.
The Roadmap tells you what to fix and in what order. Installation puts the system in place so it keeps running after we step back, in the tools you already use wherever they hold up. Here is each dimension and what goes in.
- Dimension 01Marketing strategy
Who you serve, what you offer, where every dollar should go, written into one plan that ranks every move.
- Dimension 02Marketing data
One set of numbers everyone trusts, tied to revenue: tracking on every form, call and sale, on one scorecard.
- Dimension 03Funnel friction and CRO
Every place a lead, call or cart is lost between the ad and the sale, found and closed in your funnel and CRM.
- Dimension 04Marketing process
How work moves from idea to launch, with an owner and a date, run in a weekly meeting with if-then rules.
- Dimension 05Marketing team
The right team, agencies and vendors, each held to a scorecard, with a named owner on every recurring task.
- Dimension 06Marketing technology
A connected stack, every tool earning its cost and passing data cleanly from ads to website to CRM.
- Dimension 07Marketing communication
Reporting that tells you what to do next, and one message across your ads, pages and sales calls.
The Roadmap in weeks 1 to 4, installation after, handover by day 90.
We install in the order the Roadmap sets. The fixes worth the most go in first.
- 01
Weeks 1 and 2
Inspect
We open your accounts, talk with everyone who touches marketing and score all seven dimensions.
- 02
Weeks 3 and 4
Ideate
We size each fix, agree the order with you and plan the installation one move at a time.
- 03
After the Roadmap
Install
We put the OS in one dimension at a time, starting with tracking, because every later call depends on it.
By day 90
Hand over
Your team owns the system. The scorecard review and the if-then rules are already running.
After handover, choose who runs it.
Installation ends with the OS running and one decision left: who runs it next. Run it yourself with the Marketing Impact Academy. Keep senior counsel through Fractional CMO Advisory or a Board Member seat. Or have us run it as your Fractional CMO Retainer, Marketing Manager or Marketing Team.
Run the OS yourself with the book for your industry.
Each book is the system I install for clients in that industry, laid out in the order I do it. The workbook that comes with it holds the templates my team fills in on every engagement.
Law firmsThe Marketing Impact OS for Law FirmsThe Full Step-by-Step Guide to a Proven Case Acquisition System
Home servicesThe Marketing Impact OS for Home Service CompaniesThe Full Step-by-Step Guide to a Proven Marketing Machine
Healthcare practicesThe Marketing Impact OS for Healthcare PracticesThe Full Step-by-Step Guide to a Proven Patient Acquisition System
DTC brandsThe Marketing Impact OS for DTC BrandsThe Full Step-by-Step Guide to a Proven Growth Engine
Frequently asked questions.
What is a marketing operating system?
A repeatable way to run marketing: how decisions get made, how work moves, how results get measured and how the next move gets picked. The Marketing Impact OS is ours. It runs Inspect, Ideate, Implement and Iterate across seven dimensions, on repeat, until you hit your goal.
Is the Marketing Impact OS a piece of software?
It's a method first, run on software and AI. The core is the loop, the seven dimensions, the scorecard and the playbooks. We install it in the tools you already use where they hold up, connect tracking, reporting and workflows, and add AI wherever it can do repeatable work reliably.
Do I need to replace my current marketing tools?
Usually not. What matters is whether your tools connect and report accurately, not which brand they are. During inspection we check how your ad platforms, analytics, website and CRM pass data to each other. We recommend replacing a tool only when it blocks a fix worth more than the cost of switching.
Which services use the Marketing Impact OS?
All of them. In the Academy you learn to run it yourself. Advisory and the Board Member seat apply it to your biggest decisions. The Retainer, Marketing Manager and Marketing Team run it for you. Most clients start with the Marketing Impact Roadmap, alone or with installation.
What is Roadmap + Installation?
The Marketing Impact Roadmap followed by installing the OS across all seven dimensions, in 90 days. The Roadmap takes weeks 1 to 4. Then we set up tracking, your funnel and CRM, the meeting rhythm and if-then rules, team roles, the tech stack and your messaging. Your team takes it over with the weekly review running.
Where to next.
Start with your free Marketing Impact score.
It takes a few minutes. You get a score from 1 to 5 on each of the seven dimensions of your marketing and see where to start. If you’d rather talk first, book a 15-minute call.



