The 12 rules
The 12 rules that decide where the next dollar goes
- 01 Record every channel's results twice: as the platform reports them and as your CRM records them
- 02 Decide on marginal return, and show average return as context
- 03 Treat platform-reported results as a claim until a lift test sets the incrementality factor
- 04 Test the largest line with the weakest evidence first, with the decision rule written before the start
- 05 Build a mix model once you hold two to three years of clean weekly data, and calibrate it with your tests
- 06 Move money from the worst incremental margin to the best, within written monthly limits
- 07 Land every move as a ladder: set step size, one read window apart, events above the learning threshold
- 08 Consolidate until every ad set can learn, and send the deepest funnel event with enough volume
- 09 Derive creative volume from the budget: weekly events divided by the learning threshold
- 10 Keep one naming and UTM standard, capture click ids on every lead, own the spend-to-outcome table
- 11 Give every decision one clock, one owner and a written limit; log every move with a re-read date
- 12 Plan as a range, re-forecast monthly, and name the tests that will narrow the range
Inside the playbook
Inside the playbook
- What changes at $100K a month
- The Next-Dollar Rule: margins, increments and steps
- Attribution, experiments and models: three instruments, three questions
- Lift tests: how to measure what a channel causes
- The marketing mix model: when it pays, what it needs, how to read it
- Allocation and reallocation: rules for moving money
- Scaling without resetting what the platform learned
- Account structure at scale: consolidation, automation and signals
- Creative volume as a consequence of the budget
- One source of truth: naming, tagging and the spend-to-outcome table
- Reporting cadence: who decides what, and when
- Forecasting: a budget as a range
- Governance: agencies, in-house teams and the rules between them
- The first 90 days
- Worked example: one quarter at $450K a month
Plus the workbook: channel scorecard, marginal-return calculator, scaling ladder, lift-test sizer, test calendar, decision rights, naming and UTM builder, 90-day plan, agency scorecard.
When eBay switched off its brand search ads, 99.5% of the lost paid clicks came back through organic results.
From $100K to $1M+
Running 50+ ads a month as well? The Creative Analysis Playbook covers the creative side: improvado.io/marketing-research/creative-rules





