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How To Evaluate A Marketing Program Before Spending Money

Writer: Shelby McFarland
Shelby McFarland
2 days ago
1 min read

In this episode we talk through the messy truth of marketing attribution across social media, paid ads, Google search, billboards, referrals, and everything in between. I explain why the most honest “ROI tracking tool” is still asking every customer “How did you hear about me?” and why that answer is often fuzzy because people need a lot of touchpoints before they buy. If you’ve ever tried to connect a post or ad directly to revenue, you know the struggle.



I also dig into funnels, CRMs, automated emails, and lead generation systems. Yes, a well built funnel can make it easier for people to take action, but no funnel can force clicks, bookings, or purchases. That is why I want you to focus on what you can control: clear messaging, strong creative, a simple path to buy, and consistent follow up.



Before you invest $5,000 to $6,000 in a marketing agency or program, I walk you through the break even math: how many clients you need, how many sales it takes, and whether your pricing can even support the promised return. If you want smarter small business marketing decisions and fewer expensive surprises, hit play, then subscribe, share this with a business friend, and leave a review. What is the biggest marketing promise you have been tempted to believe?


 
 
 

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Shelby McFarland is a marketing strategist, Author, speaker, and founder of The Marketing Broker. With over 12 years of experience helping insurance agencies build their brand presence, Shelby has developed a reputation for turning traditional marketing into authentic connection.

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She created The Insurance Marketing Playbook to share what works — and help agents everywhere market like a boss.​

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themktgbroker.com

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