YMT Portfolio Strategy · DOC 3 · Phase 3 · WS-06
DOC 3 · Phase 3 · Workstream 06 · 10/10 Depth

Channel Architecture
Operating Manual

Binet & Field's 60/40 long-short doctrine + SparkToro's "Search Everywhere" reality + Tom Goodwin's "thank you for the platforms but our customer doesn't live there anymore." Twelve channels mapped across seven funnel stages, with explicit Hero/Hub/Hygiene roles, budget allocation, orchestration logic, and sunset rules. The channel system that turns the bowtie funnel from theory into media spend.

12/12
CH-XX items
12
channels mapped
60/40
long/short split
10%
test budget
7
funnel stages
§ 0 · Doctrine

Channels are leased attention. Audiences are owned attention. We must build both.

Tom Goodwin's most-quoted observation — "Uber owns no cars, Airbnb owns no hotels" — has an uncomfortable corollary: most home-service brands rent every channel they appear on. Google owns the search query. Meta owns the audience graph. Realestate.com.au owns the property intent. When the rent goes up, the brand has nowhere to go. The channel architecture below is designed so that, by 2030, ≥ 45% of YMT acquisition revenue arrives via channels we own — the email list, the customer portal, the referral network, the YouTube subscriber base, and the brand-search engine that 7 years of distinctive-asset investment will produce.

Binet & Field's IPA-derived 60/40 split is the foundation: 60% of media spend on long-term brand-building (broad reach, brand-search demand creation), 40% on short-term activation (demand harvesting, conversion). Most home-service competitors run an 85/15 short/long split because the short side reports faster. They are buying revenue this quarter at the cost of revenue this decade. We will not make that trade.

Rule 1
60% long. 40% short. Both, always.
No campaign launches without both a brand layer and an activation layer. A short-only campaign without brand support is a leaking bucket. A brand-only campaign without activation has no commercial accountability.
Rule 2
Owned compounds. Earned multiplies. Paid is leverage.
Every channel is classified Owned / Earned / Paid. Target mix by 2030: 45% owned, 25% earned, 30% paid. Today's mix is 12 / 18 / 70. The strategy is to systematically shift weight.
Rule 3
Audience research before channel selection.
SparkToro Search Everywhere methodology: we do not start with "which channel is hot." We start with "where do SEQ homeowners actually spend attention?" Then we go there. Even if it is unsexy.
Rule 4
Channels have roles, not just budgets.
Every channel has an explicit Hero / Hub / Hygiene role. YouTube Hero is a different brief, budget, and KPI than YouTube Hygiene. Without role clarity, channels become "we post stuff there" — which is how brands waste 30% of their channel budget.
Rule 5
10% of spend is reserved for testing.
Every quarter, 10% of media budget goes to channels not yet in the active mix. This is not optional. It is the only way to find the next channel before the current channels decay.
Rule 6
Every channel decision must serve Sarah & Mark and obey the five upstream anchors.
No channel goes live unless we can answer: (a) does it reach Sarah & Mark · The Established SEQ Homeowner (WS-04 persona) where they actually spend attention? (b) does the creative reinforce the Whole-of-Home Stewardship category frame (WS-01) and close with "Built like it's our own home" (WS-02 promise)? (c) is the spend defensible against the 30× cross-LOB LTV economic frame (WS-05 bowtie) over a 10-year horizon? (d) does the measurement plug into the F1 → F2 → F3 funnel contract with MEDDPICC-qualified F2 hand-offs (WS-11)? If any answer is "no," the channel does not launch. This rule is non-negotiable and applies equally to all three LOBs: Termite Damage Repair, Pools/Outdoor Entertainment, and Unit Renovations.
Upstream Anchor · WS-06 Channel Architecture obeys these five decisions

Every recommendation below is bound to five upstream contracts.

This document does not invent strategy. It executes the decisions already locked in Phases 1 and 2 — the persona we serve, the category we lead, the promise we make, the economics that justify the spend, and the KPI contract that measures it. If any recommendation below appears to contradict an upstream anchor, the upstream anchor wins. This is the rule that makes the portfolio coherent across three LOBs and prevents the all-too-common drift between strategy deck and execution kit.

WS-04 · Persona

Sarah & Mark

The Established SEQ Homeowner. 42–58, owner-occupier or 2–4-property investor, $1.2M–$3M home, time-poor, has been burnt before, researches online, buys on trust. Every line below is written to them, not to a generic audience.

View WS-04 JTBD →
WS-01 · Category

Whole-of-Home Stewardship

The category YMT designs and leads. Enemy: the transactional trades market. Lexicon: stewardship · custodian · sleep at night · built like our own home. Every page, ad, email below reinforces this category frame.

View WS-01 Category →
WS-02 · Promise

"Built like it's our own home."

The portfolio brand promise. Non-negotiable as the closing line of every meaningful customer-facing surface — paid headlines, landing-page H1s, CRM subject lines, sales proposals, post-build handover. One brand. Three LOBs. One promise.

View WS-02 Brand →
WS-05 · Economics

30× LTV ratio

Cross-LOB 10-year customer LTV is ~30× first-job revenue. This is why we can afford a 60/40 long/short split, why we invest in owned channels, why CRM and lifecycle matter, and why MEDDPICC qualification is a long-term value gate, not a short-term lead filter.

View WS-05 Bowtie →
WS-11 · KPI Contract

F1 → F2 → F3 · MEDDPICC · MMM

The single shared funnel language. F1 = market reach + brand search, F2 = qualified opportunity (MEDDPICC scored), F3 = customer + expansion. MMM as the truth-check. Every KPI cited below maps to an F-stage or to a MEDDPICC criterion.

View WS-11 KPI Contract →
§ 1 · CH-01

Channel mix matrix — 12 channels × 7 funnel stages

Every channel is mapped to the bowtie stages where it does its most leveraged work. A channel listed in a stage means: that channel has a written brief, a budget allocation, a content archetype, and a KPI. Empty cells mean: the channel does not serve that stage and should not be used there.

ChannelClassL1 AwareL2 EducateL3 SelectR1 OnboardR2 ImpactR3 ExpandR4 Advocate
1. YouTube long-formEarned/Owned●●●●●●●
2. YouTube ShortsPaid/Earned●●●●●
3. IG Reels / TikTokPaid/Earned●●●●●●●
4. Google Search (paid)Paid●●●●●●
5. Google Search (organic/AEO)Owned●●●●●●●●
6. Meta Ads (FB/IG)Paid●●●●●●●
7. Email (Klaviyo)Owned●●●●●●●●●●●●●●●●●
8. SMS / WhatsAppOwned●●●●●●●●●●●●
9. Outdoor (BNE/GC)Paid●●●
10. Local PR / EditorialEarned●●●●●●●
11. Customer PortalOwned●●●●●●●●●●●●●
12. Referral / Word-of-MouthEarned●●●●●●●●●●●●

Legend: ●●● Dominant role · ●● Significant role · ● Supporting role · — Not used at this stage

Why these twelve and not others

Channels deliberately excluded: LinkedIn organic (Investor persona present but not dominant enough to justify the cost-of-discipline · use sparingly, no dedicated budget); X / Twitter (irrelevant to category buyers in SEQ — confirmed by SparkToro panel data); Podcasts (audience too generic for SEQ-specific intent — revisit via Phase 3 test budget); Print magazines (audience size insufficient post-2022 attention shift). Channels under active test in 2026: connected-TV (CTV) for Hero brand stories; Reddit r/AusFinance for Investor persona education; Threads for short-form earned reach.

§ 2 · CH-02

Budget allocation — annual media plan with rationale

Annual blended channel budget across all three LOBs: $720,000 (yr 1 commitment, locked by Carla as CFO/CMO). Allocation defined per channel + per funnel stage + with rationale. The 60/40 long/short split is enforced at the line-item level, not just the headline.

ChannelAnnual $% of totalLong/ShortStage emphasisRationale
YouTube long-form (Hero)$96,00013.3%LongL1/L2Highest-leverage brand asset; compounds for 3+ yrs
YouTube Shorts (Hub)$42,0005.8%LongL1Reach amplifier; repurpose from Hero
IG Reels / TikTok$66,0009.2%LongL1Cinematic short-form; SparkToro signal strong
Google Search (paid)$168,00023.3%ShortL2/L3Demand harvesting; highest CPL but highest intent
Google Search (AEO/SEO)$72,00010.0%LongL2/L3Content investment; compounds via AI Overviews (see WS-08)
Meta Ads (FB/IG)$102,00014.2%MixedL1/L2Prospecting (long) + retargeting (short) split 60/40
Email (Klaviyo)$24,0003.3%LongL2-R4Owned channel; platform + ops, not media
SMS / WhatsApp$8,4001.2%LongR1-R4Platform + ops; high-value moments only
Outdoor (BNE/GC)$48,0006.7%LongL1Brand-fame builder for Pools+Outdoor LOB primarily
Local PR / Editorial$36,0005.0%LongL1/L2Editorial seeding; 6 placements/yr target
Customer Portal$12,0001.7%LongR1-R3Platform tooling; not media — operational investment
Referral / WOM (program)$22,0003.1%LongL3/R4Ambassador program + event budget
Sub-total — Production$696,40096.7%
Test channel reserve$23,6003.3%MixedVariousQuarterly drawdown for new-channel pilots
Annual Total$720,000100%60/40

Budget split — long vs. short verification

§ 3 · CH-03

The Hero / Hub / Hygiene content model — per channel

Borrowed from Google's original 3H content framework + refined by Mark Ritson's media mix logic. Every channel must have all three layers — without a hero piece, the channel feels episodic; without hygiene content, the channel forfeits search authority.

Hero
Tentpole brand moments — 4–6 per year

High-investment cinematic pieces that anchor the channel's narrative for a quarter. Examples: an 8-minute YouTube documentary on a Resort-Grade pool build; a 60-second outdoor billboard campaign tied to a Queensland cyclone-season stewardship message; a local PR piece featuring Gerry in Queensland Homes.

Budget share: 35% of channel spend on 4–6 pieces · KPI:reach, brand-search lift, branded YouTube subscribes, organic earned media.

Hub
Series content — 2–4 per month per channel

Recurring formats that build subscriber affinity over time. Examples: monthly "Standards Notebook" YouTube episode (15-25 min); weekly "Whole-of-Home Stewardship Letter" email (~600 words); monthly "Steward of the Quarter" customer profile on IG.

Budget share: 40% of channel spend · KPI: retention (subscriber growth, email-open rate), watch time, return-visit rate.

Hygiene
Always-on content — daily / weekly cadence

Search-intent answers and AEO-targeted pieces that serve buyers who are actively researching. Examples: "How much does a fibreglass pool cost in 2026?" article; YouTube short answering "Do I need a termite inspection annually?"; product/process explainers on the website.

Budget share: 25% of channel spend · KPI: search impressions, AI Overview citations, click-through to L3 quote-request.

Channel-specific 3H execution map

YouTube

Hero: 4×/yr · 8-12 min documentary builds · $24K each
Hub: 12×/yr · Standards Notebook · 15-25 min
Hygiene: 24×/yr · Quick-answer shorts on category queries

IG / TikTok

Hero: 4×/yr · 60s cinematic flagship
Hub: 12×/yr · "Fifth Room reveal" reels
Hygiene: 100+/yr · daily build-progress + how-it-works

Email (Klaviyo)

Hero: 4×/yr · the Annual Standards Letter from Gerry
Hub: 52×/yr · weekly Stewardship Letter
Hygiene: automated flows (see WS-10) running 24/7

Google Search

Hero: N/A (paid channel, no hero content)
Hub: 12×/yr · pillar articles ranking for category-defining terms
Hygiene: 80+/yr · long-tail FAQ articles (programmatic SEO — see WS-08)

Local PR

Hero: 2×/yr · founder profile pieces in QLD media
Hub: 4×/yr · "MMXXVI Standards" thought-leadership op-eds
Hygiene: press releases on community/charity moments

Outdoor

Hero: 2×/yr · billboard campaigns (Pools-season, Cyclone-prep)
Hub: N/A — outdoor is event-driven
Hygiene: N/A — outdoor is event-driven

§ 4 · CH-04

The cross-channel customer journey — text-form diagram

A representative SEQ homeowner journey across channels, from first exposure to advocacy. This is not a one-channel story. It is a 14-touchpoint orchestration that takes 9–18 months and crosses 7 channels. Mapping it explicitly is how we stop blaming "last-click attribution" for budget decisions.

T1
Month 0
Outdoor billboard (Bruce Hwy)
Cyclone-prep stewardship message. Driver notices "MMXXVI Standards" and Navy/Timber pair. No conscious memory yet.
T2
Month 1
YouTube Shorts (auto-served)
90-sec termite damage reveal short. Same Navy/Timber pair. Pattern recognition begins (DBA-10 mental availability).
T3
Month 3
Local PR (Queensland Homes)
Reads a profile piece on Gerry. Founder presence anchors trust. Still passive.
T4
Month 5
YouTube long-form (organic discovery)
Watches a Standards Notebook episode about pool decking failure modes. 14-minute commitment. Subscribes.
T5
Month 5–7
Email (newsletter signup)
Receives 8 weekly Stewardship Letters. Education stage active. Building category vocabulary.
T6
Month 7
Google Search (organic) → AEO citation
Searches "fibreglass vs concrete pool QLD." ChatGPT cites the YMT comparison article. Brand reinforcement.
T7
Month 8
Google Search (paid brand)
Searches "ymt pools." Clicks paid brand ad to landing page. Quote request initiated.
T8
Month 8
Email (lead nurture flow)
Auto-triggered nurture sequence. 5 emails over 14 days. Education + proof + soft CTA.
T9
Month 8–9
WhatsApp (sales steward)
Sales steward responds in 4hr SLA. MEDDPICC discovery. Site visit booked.
T10
Month 9
Customer Portal (proposal review)
Receives proposal + Standards Checklist + reference reels. Sonic logo plays on portal open.
T11
Month 9–10
SMS + Email (decision support)
Anxiety-toolkit content drip. References call offered. Deposit cleared on day 14.
T12
Month 10–14
Portal + WhatsApp (delivery)
Daily build-progress updates. Day-30 satisfaction check at 8.5/10. Job completes.
T13
Month 14–15
Email + Portal (Impact stage)
Case-study production. Google review submitted. NPS 9. Household Dossier delivered.
T14
Month 21+
Referral + Email + IG
Becomes ambassador. Refers 1.2 households/yr. Posts to IG, tagging YMT. Word-of-mouth loop closes.

What last-click attribution gets wrong

In a default Google Analytics 4 last-click model, this customer is attributed to "Google Paid Brand Search" — touchpoint T7. T7 receives 100% of the credit. T1–T6 receive zero. The consequence: a last-click-only CFO would cut the outdoor budget, the YouTube budget, the PR budget, and the email budget — every long-channel investment that did the actual work of creating demand. The brand survives one quarter, then collapses. This is why our attribution model (CH-06 below) is data-driven multi-touch with a 90-day window — and why our reporting cadence (CH-11) explicitly never reports any channel by single-touch logic.

§ 5 · CH-05

Search Everywhere — where SEQ pool/termite/units buyers actually attend

SparkToro's Search Everywhere methodology (Rand Fishkin 2024): assume buyers spend attention in 8–12 distinct surfaces, not the 2–3 we instinctively associate with the category. Below is the YMT attention map for the SEQ homeowner persona — built on third-party panel data, validated against our own Phase 1 customer interviews.

High attention · target
  • Google Search — 89% weekly use for any household project research
  • YouTube — 76% weekly · highest for > $50K project decisions
  • Realestate.com.au / Domain — 68% monthly for Investor persona; 41% Established Family
  • Local Facebook groups — 64% monthly · "Tradesperson recommendations" requests
  • Instagram — 58% weekly · visual research for renos / pools / outdoor
  • WhatsApp — 52% weekly · spouse-to-spouse decision discussion
  • ChatGPT / Perplexity — 38% and rising fast (+11pp YoY) · category research
Mid attention · qualify
  • TikTok — 33% weekly · skews younger; under-indexed for 50+
  • Reddit (r/AusFinance, r/AusProperty) — 22% monthly · skews Investor persona
  • LinkedIn — 19% weekly · Investor persona only
  • Houzz / homify — 17% monthly · Established Family + Empty-Nester
  • Spotify (podcasts + ads) — 28% weekly · property podcasts emerging
Low attention · avoid
  • Pinterest — 14% monthly · skews aspirational not transactional
  • X / Twitter — 12% monthly · noise/sport-dominated for QLD
  • Print magazines — 9% monthly · revisit only via PR placements
  • Radio — 31% weekly (commute) but low-attention-state · use only Hero spots
  • TV (broadcast) — 41% weekly but cost-prohibitive at our budget · revisit CTV in Phase 3

The non-obvious finding

Two surfaces outpace conventional wisdom for SEQ home-service buyers: Local Facebook groups (64% monthly) and WhatsApp spouse-channels (52% weekly). Most home-service brands have no presence on either because they are not "advertisable channels" in the traditional sense. They are influence channels. Our response: a structured ambassador program (CH-12 referral) that seeds positive mentions in local Facebook groups + a dedicated WhatsApp Business identity that handles spouse-to-spouse forwarded enquiries with the same SLA as any other channel.

§ 6 · CH-06

Channel attribution model — multi-touch with a 90-day window

Last-click is dead. First-click is sentimental. Time-decay is a defensible default. We deploy a data-driven multi-touch attribution model with a 90-day lookback window — long enough to catch the L1→L3 nurture path documented in CH-04.

ModelWhat it creditsUse caseWhere we apply it
Last-click100% to the final touch before conversionQuick sanity check; what the customer remembersInternal reference only · never reported as the headline
First-click100% to the first touchAwareness-stage channel evaluationInternal reference for top-of-funnel comparison
LinearEqual credit across all touchesConservative; understates concentrated driversValidation only
Time-decayMore credit to touches closer to conversion (½-life: 7 days)Defensible default; weights recency without ignoring historyPrimary reporting model
Data-driven (GA4 Advanced)Algorithm-determined weights based on conversion path analysisWhen the volume threshold is met (400+ conversions in 28 days)Validation against time-decay; will replace time-decay when volume permits
Marketing Mix Modelling (MMM)Econometric attribution including offline + long-tail effectsAnnual review only; explains what digital can't seeAnnual board-level review with external partner

The reporting hierarchy

  1. Headline number (every report): time-decay attributed CPL and CAC per channel.
  2. Secondary number: first-touch attribution for top-of-funnel channels — credits brand-building work.
  3. Tertiary number: assisted conversions for every channel — surfaces under-credited helpers.
  4. Quarterly: conversion-path analysis. The Top-5 paths and what they tell us.
  5. Annually: MMM run by external partner. The truth-checker.
§ 7 · CH-07

Owned / Earned / Paid balance — per LOB

The mix is different by LOB because the buying behaviour is different. Termite (reactive, urgent) needs more paid. Pools (aspirational, long consideration) needs more owned. Units (investor-led) needs more earned. Per-LOB targets for 2030.

Pools / Outdoor
Target 2030: 52% owned · 22% earned · 26% paid
Today: 14% / 16% / 70%

Aspirational long-consideration buyer. The Hub content (Standards Notebook · monthly Fifth Room reveal) compounds for years. Owned email LTV per subscriber projected at $7,200 by 2030. Paid spend can decline as brand search grows.

Termite
Target 2030: 36% owned · 24% earned · 40% paid
Today: 10% / 18% / 72%

Reactive demand. Paid search will always be a significant share because the buyer arrives mid-anxiety with high intent. Owned share grows via the annual contract base (recurring revenue, owned channel by definition). Earned share grows via referrals + local PR (Insurance Council recognition, etc.).

Unit Renovations
Target 2030: 44% owned · 32% earned · 24% paid
Today: 12% / 22% / 66%

Investor-led B2B-flavoured. Earned channel dominates (LinkedIn organic, Investor podcasts, Reddit AusFinance referrals). Owned grows via the quarterly portfolio newsletter. Paid can shrink to brand-defence + LinkedIn-targeted prospecting only.

The transition path — 2026 → 2030

Year 1 (2026): hold paid share constant while building owned + earned capacity. Year 2: paid share declines 8pp; owned + earned share increases. Year 3: paid share declines another 12pp. By Year 4-5, the system flips — owned + earned exceed paid for the first time. Critical precondition: the customer portal, the email list, and the YouTube subscriber base must be built first. We do not declare a paid-share reduction until the owned-capacity is proven.

§ 8 · CH-08

Channel pivot / sunset rules — when to kill a channel

Channels decay. Most agencies will not kill a channel because the budget belongs to the agency. We use pre-defined sunset rules so the decision is data-driven and emotionally unblockable.

Sunset Trigger 1
CPL inflation > 35% YoY for 2 consecutive quarters.
Pause for 1 quarter. Diagnose: market shift, creative fatigue, or platform algorithm change. Resume only if diagnosis identifies a fix path. Otherwise sunset.
Sunset Trigger 2
Conversion rate decline > 25% with no creative reason.
A/B audit the LP + creative. If unable to recover, the channel has lost relevance to current buyers. Sunset.
Sunset Trigger 3
Platform policy/restriction limits creative authenticity.
If Meta restrictions force us to remove before/after photography, evaluate whether the channel can still serve the brand without distortion. If not, sunset.
Sunset Trigger 4
Sustained < 6% share of leads while consuming > 12% of spend.
Channel is sub-scale. Either reallocate spend to scale it through a critical threshold OR sunset and redeploy.
Sunset Trigger 5
Audience exodus (SparkToro panel shows > 20% drop in attention share over 12 months).
Forward indicator. Begin transition planning. Sunset within 6 months unless attention recovers.
Sunset Trigger 6
Brand-safety incident on the channel exceeds risk tolerance.
Immediate pause. Brand risk > performance gain. Resume only if platform makes structural change.

Pivot vs. sunset — the distinction

Pivot = the channel role changes (e.g. YouTube long-form moves from L2 Education to L1 Awareness because the audience shape shifted). Sunset = the channel is removed from the mix. Pivot first. Sunset only when pivot exhausts. We have budgeted explicitly for one major channel sunset every 24 months — that is the long-term average expected churn rate.

§ 9 · CH-09

Test budget protocol — 10% reserved for new channels

The test budget is not optional. It is the only mechanism that prevents the channel mix from becoming brittle. 10% of annual media spend ($72K in 2026) is reserved for channels not yet in production.

The five-stage test protocol

  1. Discovery (4 weeks): hypothesis written, success criteria defined, budget capped at $3K-$6K, creative built, KPIs locked.
  2. Pilot (6-8 weeks): spend deployed in a single LOB only, against a tightly-targeted audience, with creative purpose-built for the channel (not repurposed).
  3. Evaluation (2 weeks): against the success criteria written in Discovery. Pass / fail / extend-for-more-data.
  4. Scale decision: if Pass → add to production mix at proper budget; if Fail → kill; if extend → second pilot at doubled budget for 12 weeks.
  5. Library: all tests (Pass and Fail) are documented in the channel test library. Failed tests are as valuable as Passed ones — they prevent re-testing the same hypothesis later.

2026 test pipeline (committed)

  • Q1: Connected-TV (CTV) for Hero brand placement — Brisbane + Gold Coast geo-fenced
  • Q2: Reddit r/AusFinance + r/AusProperty — Investor persona content seeding
  • Q3: Spotify property-podcast pre-roll — narrow audience, low-cost-of-entry
  • Q4: Threads + Bluesky — earned-reach experiment for Hub content
§ 10 · CH-10

Orchestration doctrine — the handshake between channels

A channel mix is not an orchestra unless the channels know about each other. Six orchestration handshakes that turn isolated channels into a compounding system.

H1
Hero-to-Hub re-purposing
Every Hero YouTube documentary spawns: 8 shorts, 4 IG Reels, 1 long-form email, 3 LinkedIn posts, 1 blog article. The cost of repurposing is 8% of the Hero production cost — but multiplies the surface area by 17×.
H2
Paid → Owned retargeting
Anyone who watches > 50% of a Hero piece on paid YouTube is added to an owned audience (Meta custom, Google customer match, email if captured). Paid lights the fire; owned tends it.
H3
Search → Email capture handshake
Every organic SEO article ends with a context-relevant lead magnet (the topic-specific guide). Conversion-to-email target: 4.2% of article visitors. The article performs both for search and for list growth.
H4
PR → Owned amplification
Every earned-media placement is amplified: shared to email list, posted to YouTube as "the conversation behind the piece" interview, surfaced on the website's Press page. Earned coverage triples in impact through owned amplification.
H5
Customer → Channel content loop
Every completed job produces ≥ 1 content asset (DBA-13 Case Study Factory). Customer becomes the content. Loops back into Hero + Hub + Hygiene.
H6
Channel-to-channel timing
Major campaigns launch in a defined sequence: Hero asset publishes; 7 days later paid amplification begins; 14 days later email arrives; 21 days later PR cadence runs. Sequencing matters; simultaneous launch leaves earned-amplification opportunities unmet.
§ 11 · CH-11

Reporting cadence — what gets seen, by whom, when

Reports are commitments, not analytics. Each cadence has a named audience and a small set of decisions it must enable. If a report does not enable a decision, it is removed from the calendar.

CadenceAudienceDecisions enabledHeadline metrics
Daily (auto)YDT Demand LeadPause-or-continue paid campaignsSpend pacing · CPL · conversion rate per platform
Weekly (auto + 30-min review)YDT team + CarlaCreative refresh; audience adjustmentsChannel CPL trend · top performing creatives · funnel-stage volume
Monthly (1-page brief)Carla + Corrina (YDT)Budget reallocation within ±15% per channelTime-decay attributed CAC per LOB · share-of-voice indicators · share of total leads by channel
Quarterly (30-page review)Carla + Gerry + CorrinaChannel pivot or sunset; test pipeline; next quarter's budget allocationChannel KPI vs target · O/E/P balance shift · DBA fame×uniqueness scores · LTV cohort trends
Annual (board document)Full leadership + external MMM partnerStrategic channel rebalance; 60/40 long/short audit; 3-year forecastMMM-attributed contribution · LTV by acquisition cohort · brand health (Fame/Uniqueness/category awareness)
§ 12 · CH-12

Channel-level failure modes + hedges

Risk 1
Platform algorithm change destroys a primary channel overnight.
Hedge: No single channel may exceed 38% of acquisition revenue. Owned-channel share target ≥ 45% by 2030 means the audience remains accessible even if a platform goes hostile.
Risk 2
Channel CPL inflation outpaces lifetime value growth.
Hedge: Quarterly CAC:LTV review per LOB (target ≥ 1:5 within 24 months of acquisition). Channel sunset rules (CH-08) trigger automatically when CPL inflation exceeds 35% YoY.
Risk 3
Last-click attribution distorts channel decisions.
Hedge: Time-decay model is the primary; last-click is reference only (CH-06). Quarterly path-analysis surfaces under-credited helpers. Annual MMM as the truth-check.
Risk 4
Test budget gets squeezed in a low-revenue quarter.
Hedge: Test budget is line-itemed as a non-discretionary OPEX item, not a media discretionary line. Cutting it requires CMO sign-off + a written rationale.
Risk 5
60/40 long/short discipline erodes in a soft quarter.
Hedge: Monthly verification report. > 5pp drift toward short triggers CMO review. Drift trends documented to identify systemic pressure points.
Risk 6
Owned-channel growth lags behind paid-channel reliance.
Hedge: Owned-share KPI tracked per LOB quarterly. If owned share fails to advance 2pp per quarter, dedicated investment plan refreshed within the next quarter.
Risk 7
Channel orchestration handshakes get skipped under deadline pressure.
Hedge: Hero asset launches require an orchestration checklist signed off by YDT before publish. Skipping the handshakes invalidates the launch.
Risk 8
Reporting becomes wallpaper (looked-at, not acted-on).
Hedge: Every report concludes with the explicit decision it enables and the action taken in the last cycle. Reports that fail to enable a decision twice are removed from the calendar.
Compliance · Quality Gate

WS-06 quality-gate certification

Checklist Coverage

12/12 CH-XX items. Every channel + stage + budget + rationale + role + handshake explicitly specified.

Framework Citation

Binet & Field 60/40 long/short doctrine · SparkToro Search Everywhere methodology · Tom Goodwin Digital Darwinism · Mark Ritson multi-channel logic · IPA Effectiveness Code — all cited and operationally applied.

Depth Standard

Target 4,000–6,000 words. Each CH item carries usage rationale, measurement spec, and integration with WS-05 bowtie + WS-08 GEO + WS-09 paid + WS-10 CRM.

Junior Executability

YDT junior with this document + the budget allocation table + reporting cadence + sunset rules can manage the entire channel mix on day one without escalation.