How we work

What working together looks like, month by month

Most agency process pages describe a philosophy. This one describes the first 30 days, what happens every month after that, what I need from you, and who I turn down. If any of it does not fit how your business runs, better to find that out here than in month four.

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1

Access

Week one: accounts, analytics, call tracking, CRM.

2

Verify

Every conversion checked at the event level.

3

Baseline

Written, including what is unknowable.

Days 1 to 30

Nothing gets optimized until the numbers are real

The first month goes into finding out what the account has been measuring, because that decides whether anything measured after it means anything.

1. Access, in week one

Ad accounts, analytics, tag manager, call tracking, your CRM, and read access to whatever dashboard your team already looks at. Everything stays under your ownership. I work inside your accounts, so if we ever stop working together you keep the data, the history and the assets without a handover negotiation.

2. Tracking verification before any optimization

I check at the event level what each conversion action is actually recording. Not what it is named, what it fires on. Inflated counts, duplicate events, page views logged as leads, and phone calls landing in the CRM with no source attached are normal findings, well short of evidence that somebody was careless. Platform defaults do this on their own. What is not normal is spending another quarter bidding against them.

3. A baseline you can hold me to

Once the tracking is honest, I write down where the account stands: cost per lead by segment, close rate wherever the CRM can tell us, spend by campaign, and an explicit list of what is genuinely unknowable with the data we have. That last list is the important one. Every number I report from that point compares back to this document, and if I later change how something is counted, I apply the change to both sides of the comparison so a method change never shows up as growth.

What a first month finds

Most inherited accounts are running on a two-year-old snapshot

Almost every account I take over is either not running on Microsoft at all, or running a copy of a Google account that somebody pushed across once and never touched again. It looks healthier than it is. There are live campaigns spending real money against a structure the Google side abandoned two restructures ago.

The import tool is not the problem. It does what it is configured to do. By default it adds and updates but never deletes, so every keyword the team cut on Google for burning budget is still live on Microsoft, and every campaign paused when a product line was discontinued is still buying clicks. Nothing errors. Nothing in a monthly report shows it.

The measurement half is worse. Conversion goals import; the tracking underneath them does not. A goal copied across to a site with no tag firing sits in the interface looking correct and reports zero for as long as you leave it there. A zero is the number people cut campaigns on.

The full version of this, with the settings that cause it ›

Keywords and campaigns retired on Google

Beforestill live on the other platform
Afterremoved by the import

Conversion goals that came across

Beforegoals imported
Afteractually recording
What you assume is in syncWhat the import actually does

Every month

What gets done, and what you actually see

Two different things, and plenty of agencies only ever show you the second one.

In the account

Search term reviewNegative keyword work, with every candidate cut checked against the CRM first. The platform has told me a keyword produced nothing on terms the CRM showed were producing real leads, and a keyword cut on bad data is gone until somebody thinks to look for it.
Bid and budget adjustmentAgainst the season and the current cost per lead by segment, using targets set for the month, never a figure that was accurate last year.
Creative and landing page testsOne variable at a time, left running long enough to mean something.
Feed, tag and conversion checksSo a silent break gets caught within days instead of at the end of the quarter.

In the report

CRM outcomes firstLeads, quotes, deals, revenue. Clicks, click-through rate and impression share sit in an appendix if you want them.
Year over year alongside month over monthFor a seasonal business I lead with year over year, because month over month flatters you every spring.
The maturity caveat, every timeRecent deals have not finished closing, so the newest month understates itself and will climb.
Ambiguity labeled ambiguousIf direct traffic is doing work I cannot prove paid media caused, the report says exactly that.
No screenshots as resultsA dashboard screenshot tells you what the platform counted, not what the business closed.

The work itself, platform by platform, is described on the paid media management page.

Andre Rosdahl, founder of Synthesis Insights

Communication

You talk to the person who is in the account

There is nobody between you and the work. I am Andre Rosdahl, I run the accounts myself, and I answer my own email. The rhythm is a monthly call to go through the numbers and set the next month’s plan, and email or Slack in between. When something breaks or a finding changes the plan, you hear it then rather than at the monthly meeting.

The monthly call is a two-way check-in with an agenda and questions for you, not a presentation I read out. Half of what I need to know is only in your sales team’s head, and no report format has ever extracted it for me.

More about how I got here ›

Your side

What I need from you to do this properly

Short list, and the first two carry most of the weight.

CRM access, read-only is fine

If I cannot see what happened after the lead came in, I am optimizing toward form fills, and form fills are what you will get.

A sales feedback loop

Somebody who will tell me, even roughly, which leads were serious. Twenty minutes a month covers it. It is the highest value input in the engagement and the one most clients skip.

Your real numbers

Gross profit per sale and roughly what share of quotes turn into orders. Those two figures set the bid targets. If you do not have them to hand, we work them out in the first month.

One decision maker

Somebody who can approve a budget shift without assembling a committee. Speed of decision is usually worth more than the size of the budget.

Patience through one full sales cycle

If your buyers take six months to decide, the work cannot be judged in a quarter. I will show you leading indicators, and be clear about which ones are leading indicators instead of results.

Fit

Who I turn down

Saying no to the wrong engagements is why the right ones last five and six years.

Worth a conversation

Considered purchasesSomebody researches, asks for a quote, speaks to a person, and buys weeks or months later.
Real budget behind itEnough that a point of waste matters and a management fee is a modest share of the spend.
A CRM and a sales teamSo the scoreboard exists and somebody can tell me which leads were serious.

I will say no

Budgets too small to carry a management feeBelow a certain monthly spend the honest answer is to run it in house or hire a few hours of freelance help, and I will say that on the first call instead of selling you a retainer you cannot get value from.
Buyers whose main question is priceIf the decision comes down to the cheapest monthly fee, we will both be unhappy by month three.
Unit economics that cannot support paid mediaSometimes the margin and close rate math says no before a single campaign exists. That is a business model finding, not a media buying problem. An ad account cannot fix a situation where a lead costs more than a lead can possibly be worth.
Categories where I do not have the repsHigh-volume consumer ecommerce, same-day purchases, specialist markets I would be learning on your budget. I would rather refer you to somebody who already knows the territory.

Pricing

Why there is no pricing page

I quote after I have seen the account, the CRM and the length of your sales cycle. Any number posted here would either be wrong for your situation or a figure I would have to walk back on the call, and starting a relationship with a correction is a poor use of both our time. The scope is written as deliverables and outcomes, never as an hourly breakdown.

Bring the last report you were sent

We will read it together. I will show you what it measures, what it leaves out, and whether the account underneath it is earning the budget.

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