Phase A
Audit
A fixed-scope review of your funnel, economics, tracking, and accounts. You receive the findings and plan whether or not we continue together.
- FUNNEL + TRACKING REVIEW
- UNIT-ECONOMICS MODEL
- WRITTEN FINDINGS + PLAN
Sec. 10–17 / Capabilities index
Capabilities, indexed.
Seven service lines, each described plainly: what it covers, what you receive, and how it is reported. No pricing tiers, no guaranteed outcomes — advertising results depend on product, offer, and market, and we will tell you so before you spend.
10 — PAID MEDIA
Paid Advertising Management
End-to-end management of paid acquisition across Meta (Facebook and Instagram), Google (Search, Shopping, YouTube, Performance Max), TikTok, and complementary channels where the data justifies them. We build the account architecture, set budgets against your unit economics, write the testing calendar, and run the weekly optimization cycle — creative, audience, bidding, and placement — inside ad accounts you own.
Deliverables
- Channel and budget plan mapped to margins and payback targets
- Full campaign build: structure, audiences, bidding, exclusions
- Documented weekly test log — what ran, what won, what was cut
- Budget pacing and spend controls agreed in advance
| Scope | Strategy, build, and daily management of paid channels |
|---|---|
| Cadence | Weekly optimization cycle; monthly strategy review |
| Reporting | Weekly written report: spend, results, next actions |
11 — E-COMMERCE GROWTH
E-commerce Growth Strategy
Growth planning for online stores that starts from the spreadsheet, not the ad account. We model your unit economics — product margins, shipping, returns, repeat rate — and design the acquisition plan around them: which products lead, which offers front the funnel, what a sustainable acquisition cost actually is, and in what order to enter new markets. Strategy and media execution stay in one pair of hands.
Deliverables
- Unit-economics model: contribution per order, payback window
- Offer and product-ladder architecture for paid traffic
- Market-entry sequencing for international expansion
- Quarterly growth roadmap with defined checkpoints
| Scope | Economic modeling, offer design, growth roadmap |
|---|---|
| Cadence | Monthly working sessions; quarterly roadmap revision |
| Reporting | Contribution and payback dashboard, reviewed monthly |
12 — FUNNEL & CRO
Funnel & Conversion Rate Optimization
Traffic is only half the equation. We audit each stage of your funnel — landing page, product page, cart, checkout, or registration flow — locate where visitors drop, form written hypotheses about why, and test fixes in priority order. Changes are judged on measured conversion movement over full test periods, not on opinion or design taste. Every test is logged: hypothesis, variant, sample, verdict.
Deliverables
- Stage-by-stage funnel audit with drop-off analysis
- Prioritized testing backlog (impact × effort × confidence)
- Landing-page briefs and wireframes for key variants
- Test archive: every hypothesis, result, and decision
| Scope | Funnel audit, hypothesis design, structured testing |
|---|---|
| Cadence | Rolling test cycles, typically two to four weeks each |
| Reporting | Per-test verdicts plus a running conversion ledger |
13 — CREATIVE STRATEGY
Creative & Ad Content Strategy
Creative is the largest performance lever on paid social, so we treat it as a testing discipline. We research your market and customer language, define the angles worth testing, and write structured briefs — hook, format, message, proof — for your producers or the independent creators we brief. Winning concepts are iterated deliberately; fatigued ones are retired on the data, not on instinct.
Deliverables
- Customer and competitor research digest with angle map
- Monthly creative testing calendar by hook and format
- Production-ready briefs and ad copy for each concept
- Creative performance readout: winners, iterations, retirements
| Scope | Research, angles, briefs, copy, iteration management |
|---|---|
| Cadence | Monthly testing calendar; weekly creative rotation |
| Reporting | Creative scoreboard folded into the weekly report |
14 — RETENTION
Email & Retention Marketing
Acquisition gets expensive when every sale is a first sale. We design the retention layer that makes paid traffic compound: welcome and post-purchase flows, abandoned cart and browse recovery, win-back sequences, and a sensible campaign calendar — built in platforms such as Klaviyo or your existing ESP. Segmentation follows purchase behavior, and every flow is measured on revenue per recipient, not open rates.
Deliverables
- Retention audit: flows, segments, deliverability, gaps
- Core automation build: welcome, post-purchase, recovery, win-back
- Campaign calendar aligned with the paid-media plan
- Monthly retention readout: repeat rate, flow revenue, list health
| Scope | Flow architecture, segmentation, campaign program |
|---|---|
| Cadence | Build phase, then monthly optimization and calendar |
| Reporting | Revenue per recipient and repeat-rate trend, monthly |
15 — MEASUREMENT
Analytics & Tracking
Optimization is only as good as the data underneath it. We implement and verify the measurement stack: pixel and Conversions API setup for Meta and TikTok, Google Tag Manager and GA4 configuration, server-side event handling where warranted, and UTM discipline across every channel. Then we reconcile platform-reported numbers against actual orders, so you know which figures to trust — and by how much.
Deliverables
- Tracking audit and event-map specification
- Pixel / CAPI / GTM / GA4 implementation and verification
- Attribution reconciliation: platform data vs. real orders
- A single reporting dashboard the whole team reads
| Scope | Measurement implementation, verification, reconciliation |
|---|---|
| Cadence | Setup sprint, then ongoing monitoring with each cycle |
| Reporting | Data-quality notes attached to every weekly report |
16 — EDUCATION & DIGITAL
Marketing for Online Courses & Digital Products
Education and digital-product funnels have their own physics: longer consideration, trust-heavy offers, and price points that demand a warm-up step. We build and run the full path — lead magnet or registration ad, webinar, VSL, or direct-to-checkout flow, and the email sequence in between — then manage the paid traffic that feeds it. Launch models and evergreen funnels both, chosen by what your numbers support.
Deliverables
- Funnel selection and mapping: webinar, VSL, or direct offer
- Registration and sales-page briefs with conversion checkpoints
- Launch calendar or evergreen automation plan
- Cost-per-enrollment tracking from first click to purchase
| Scope | Funnel build, traffic, and email sequencing for education offers |
|---|---|
| Cadence | Launch cycles or always-on evergreen management |
| Reporting | Cost-per-lead and cost-per-enrollment, per funnel stage |
17 — ENGAGEMENT MODEL
Sec. 17 / How engagements run
Three phases. One sequence.
Every client relationship moves through the same three phases. Scope is agreed in writing before each phase begins.
Phase B
Build
Measurement fixed, accounts structured, funnels and creative prepared. Campaigns launch on controlled budgets with success metrics set in advance.
- TRACKING IMPLEMENTATION
- ACCOUNT + FUNNEL BUILD
- CONTROLLED LAUNCH
Phase C
Scale
Ongoing management: weekly test cycles, creative rotation, retention work, and budget expansion where the data holds — reported plainly every week.
- WEEKLY TEST CYCLES
- BUDGET GOVERNANCE
- WEEKLY WRITTEN REPORTING
Cross-ref → Sec. 18 / Contact · info@matrixvistafzco.com