01
Integrate
Diagnose and connect your channelsPhase one is as much strategic as technical. Your operator runs a marketing diagnostic: positioning, ICP fit, channel performance, attribution gaps, and the assumptions baked into your current spend. If you have a marketing leader, the operator works to their direction. If you do not, this is where that direction starts being shaped. Then ad accounts, analytics, CRM and site are connected into Intel Core, so the whole setup reads as one view instead of six dashboards.
What gets done in this phase
- Marketing diagnostic: positioning, ICP, channel performance, attribution gaps
- Business deep dive and goal alignment with your operator
- Ad platform access granted and accounts reviewed (Google, Meta, Microsoft, LinkedIn)
- Analytics and tracking audit: what is firing, what is broken, what is missing
- CRM and pipeline review to understand lead-to-revenue flow
- Existing funnel and landing page review
- Intel Core integration established across your full stack
OutcomeA documented diagnostic, a direction the operator can run on, and every channel connected with tracking that has been verified rather than assumed.
02
Configure
Lock the strategy and the systemConfigure is where the strategy stops being a conversation and becomes a document. The Brand Manifest is the source of truth for positioning, ICP, brand voice, offers, value props, goals and the limits agreed up front — the direction your operator runs on. Conversion events are configured, attribution rules are set, and campaign architecture is planned to deliver against that direction rather than against channel defaults.
What gets built in this phase
- Brand Manifest: your documented goals, offers, audience, and the limits we agree up front
- Conversion event configuration across all connected platforms
- Attribution model setup and revenue-connected tracking validation
- Funnel structure mapped and conversion flows designed
- Campaign architecture planned for all priority channels
- Automation and email sequence structure designed
OutcomeA fully configured growth system, ready for launch.
03
Activate
Launch as one systemOnce the system is configured and signed off, it launches together. Campaigns go live across priority channels, landing pages deploy, email sequences activate and retargeting audiences build. Performance signals start flowing into Intel Core immediately, and your operator watches the launch closely, making rapid adjustments through the first 72 hours rather than waiting for a reporting cycle.
What launches in this phase
- Paid campaigns live across approved channels (Google, Meta, Microsoft, LinkedIn)
- Conversion-focused landing pages and funnel flows deployed
- Email welcome, nurture, and lead follow-up sequences activated
- Retargeting audiences built and retargeting campaigns launched
- Live performance monitoring via Intel Core begins
- First performance brief sent within 72 hours of launch
OutcomeActive execution, with performance signals you can see in real time.
04
Optimize
Weekly execution, quarterly directionOptimization runs on two cadences. Weekly, your operator reads the signals in Intel Core, implements documented improvements across creative, audiences, bids, budgets and funnel flows, and says what was changed and why. Quarterly, the same operator leads a direction review: what the data says about positioning, channel mix and the plan, and what changes next quarter. Execution and direction stay aligned because one person owns both.
What the ongoing rhythm includes
- Weekly optimization cycles across all active channels
- Creative and ad copy testing with structured hypotheses
- Audience expansion, lookalike testing, and retargeting refinement
- Bid strategy and budget allocation adjustments based on performance signals
- Funnel and landing page conversion rate improvements
- Monthly performance summary with next-quarter recommendations
- Quarterly marketing direction review: positioning, channel mix, plan changes
OutcomeExecution that keeps getting sharper, and a direction that stays current with what the data is telling you.