For managing partners and owners

Marketing Efficiency Assessment

Find out what a signed case actually costs you, and where the money is leaving without producing one.

Marketing coordinator, manager or director? Take the PI Marketing Leadership Assessment instead.

What happens

A structured review, not a sales call

We walk through what you spend, what comes back, and what happens in between. Most of it is questions you've probably asked internally and not been able to settle.

  • Your current spend by channel and what each reports back
  • How leads move from first contact to signed file
  • Where intake is losing qualified callers
  • What your vendors report and what they leave out
  • A first estimate of your global cost per case

If the answer is that you don't need us, that's a useful answer too.

Not sure this is the right door? The PI Marketing Leadership Assessment is for marketing coordinators, managers and directors rather than ownership.

Request your assessment

Keith reviews every submission personally.