Case 03 / Strategic outcome

Making a Six-Figure Regional Marketing Budget Accountable

A budget split is not a strategy until the business can see what each channel creates.

Client
Global leading height access platform manufacturer
Sector
Industrial access and construction
Capability
Budget review, channel measurement, customer journey strategy
Evidence
Strategic outcome

Platforms & tools

  • HubSpot Lifecycle and source reporting
  • Google Analytics 4 Channel and journey analysis

Product names and logos are trademarks of their respective owners. They are shown only to identify tools used in the work; no endorsement or partnership is implied.

Evidence note: Results retain the supplied evidence label and reporting context. Attributed or estimated results describe the available record, not an unsupported claim of causation.

The Challenge

The New Zealand team had spent about $100,000 in six months against an annual budget of about $200,000. Investment covered paid search, social content, video, rewards, print, promotional items and website work. The gap was not activity. It was a common method for deciding which spend deserved more investment and which needed a different job.

What I Did

I led a channel and measurement review that shifted the discussion away from fixed budget percentages and broad awareness claims. I mapped the evidence required for each channel: cost per lead, MQL-to-SQL progression, deals created from web submissions, landing-page engagement, keyword performance and customer-journey drop-off. I also challenged display activity to prove its value through dedicated landing pages and consistent reporting periods.

How I Did It

  • 01: Separated awareness, demand capture and conversion roles before comparing channels.
  • 02: Used HubSpot original source and lifecycle stages to follow paid leads beyond the form fill.
  • 03: Used Google Analytics to connect social and display traffic to specific product journeys.
  • 04: Recommended controlled experimentation, then evidence-based reallocation rather than permanent channel quotas.

The Result

The review created a practical accountability model for the next budget cycle. The team left with defined questions for agencies, corrected reporting requirements and a customer-journey workstream that could show where prospects entered, where they stalled and which spend influenced a commercial outcome. The result was a better basis for future allocation, even before new campaigns were launched.

Why It Matters

I help marketing teams turn a collection of invoices and platform metrics into a portfolio of testable commercial investments.

★★★★★ 5.0 Average from 5 Google reviews

“attentive to our needs as we grow”

David Patrick O’Riordan, RSGx Google review
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Next step

Apply the learning to your customer journey

Want to know where the next marketing dollar should go? I can audit the evidence, define the tests and build the reporting structure.

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