What the first ninety days of a HookVerb engagement look like

A month-by-month account of the Baseline and Learn phases, what gets decided, and what a client should expect to see in the weekly report.

By 3 min read

Most marketing engagements fail in the first quarter, not because the strategy was wrong but because nobody agreed what "working" would look like by day ninety. This is how a HookVerb engagement spends those days, and what is on the table at the end of them.

Month one: Baseline

The first phase of the five is Baseline, and it is deliberately unglamorous. Three things happen:

  • Tracking is verified, not assumed. Analytics, ad pixels, and CRM events are checked end to end with real test conversions. Every engagement so far has found at least one gap here, and a gap found in month one is cheap.
  • Vendors are aligned. Web, media, copy, and software partners are either confirmed or replaced, and each gets a written brief. HookVerb has no production business of its own, so the choice is made on fit.
  • The funnel is mapped. Where a prospect enters, how they are qualified, and who follows up. The lead-funnel page describes what the finished version looks like; month one finds out how far the current one is from it.

The first weekly report goes out in week one, even though the numbers are thin. The habit matters more than the content at this point.

Months two and three: Learn

Learn is when money starts moving. The purpose is not to scale anything yet; it is to find out where attention is cheapest for this brand.

  • Content goes into channels the brand already has: existing social audiences, the email list, partners.
  • A subscriber list starts, nurtured by email and, where it fits, SMS.
  • Paid social runs as a set of small tests rather than one campaign. Each test has a question attached to it, so the result means something whichever way it goes.

By the end of month three there is a short list of channels that earned their budget and a shorter list that did not. That list is the plan for the Scale phase.

What the weekly report shows

Every client gets a written report each week. In the first ninety days it covers:

  1. Spend and results per channel against the goal of the engagement.
  2. Lead counts and stage movement in the CRM.
  3. What changed since last week, why, and what happens next.

The third item is the one that matters. Numbers describe; the narrative decides.

What "working" looks like at day ninety

  • Tracking that the client trusts enough to make decisions on.
  • A named set of vendors with briefs, and one point of contact for all of them.
  • A funnel that routes every lead somewhere on purpose.
  • Two or three channels with evidence behind them, and a budget plan for the next quarter that follows that evidence.

If those four are not true, the engagement is behind, and the report will say so.

FAQ

Can the phases be skipped for a brand that already advertises?

Baseline gets shorter, not skipped. Verifying tracking and mapping the funnel on a running program takes two or three weeks instead of four, and it is where existing programs usually have the most to gain.

Who does the work in the first ninety days?

Bryce runs the engagement directly; there is no associate layer. Production work is done by the vendors HookVerb briefs and coordinates.

What does the client need to provide?

Access to the ad accounts, analytics, and CRM; a decision-maker who can approve budget within a week; and honesty about what has been tried before.

Topics:engagementprocessreporting

Related reading

  • Wiki

    HookVerb

    What HookVerb is, who runs it, what an engagement covers, and how it works alongside other vendors.

  • Wiki

    HookVerb engagement phases

    The five phases a HookVerb engagement moves through, from Baseline to Close and Carry Forward, and what happens in each.

  • Wiki

    Lead funnel

    What a lead funnel is and the stages HookVerb manages between the first click and the sales conversation.

About the author

Bryce W Jones. Founder of HookVerb; background, past roles, and how he works with clients.

Published .