Section 01 / The methodology in three phases
Cobblemark’s three-phase differentiator, end to end. A scoping session that earns its slot, a written plan anchored to revenue outcomes (leads, bookings, dollars), and a monthly dashboard that translates activity into dollars instead of vanity metrics. Same three phases, every engagement, every month.
Section 02 / Phase 01 · Scoping session
The first hour of a Cobblemark engagement is the hour an agency bill would normally skim. Not here. The scoping session is a real conversation — current state, the North-Star number the next two quarters should bend, and the channels and cadence with a chance of bending it. The session ends in a written brief, drafted within the same week, yours to keep.
Step 01 / Current state. A clean read of the offer, the channels already running, the team in place, and the last twelve months of revenue-attributed numbers — what has worked, what has not, and where the gap actually lives. What you leave the hour with: an honest map of the business on day one.
Step 02 / Goals. The North-Star number the next two quarters should bend — closed commission volume, monthly bookings, signed listings, or channel-attributed revenue — written down, dated, and pressure-tested against the current-state gap. What you leave the hour with: one number, dated, that the work will be measured against.
Step 03 / The written plan. A brief in plain English — channels, cadence, spend, milestones, and the deliverable cadence — anchored to the North-Star and delivered within the week. What you leave the hour with: a written brief you can give to any operator and have the work match.
A written brief — current state, North-Star number, and the channels the work will run on. Even if Cobblemark is not the right shop for the engagement that follows, the brief is yours to keep and hand to the operator who is.
Prefer Calendly? /book is open in a new tab. The deliverable is identical.
Book a Scoping SessionSection 03 / Between Phase 01 and Phase 02
If Phase 01 has already told you the engagement is doable, the two doors below are the fastest path from a written brief to a signed quarter.
Starter at $1,500, Growth at $2,500, Main-Street Pro at $3,500. Senior practitioner on every tier. Monthly dashboard anchored to revenue on every tier. Ad spend billed direct with no markup — your ad accounts stay yours, portable if you ever change agencies.
Five short questions — primary channel, business size, niche, content cadence, and a monthly budget band — and the selector recommends one of the three tiers with a one-paragraph read on why. Bring the result to the scoping call and pressure-test it against your actual market.
Section 04 / Phase 02 · Written plan
The scoping brief names a North-Star number; the written plan names the four meters the work will be measured against. Leads. Bookings. Dollars. Local-search rank. Every milestone in the quarter is anchored to one of the four, and the monthly readout is structured so the four meters move together — or the conversation on the next call turns to the two that did not.
The Four Meters
Cost per lead. Returning-customer rate. Local search rank. Channel-attributed revenue.
The same four meters, the same order, every month. The Cobblemark monthly readout pins them to page one and renders vanity inputs — impressions, likes, reach, engagement rate — off the first slide and off the second.
Spend ÷ qualified leads on the paid channel. The household meter across every paid line — paid search, paid social, GBP. The number that drives budgeting; the number that catches a spend that is not buying qualified inquiries.
Share of this month's revenue from a name already in the CRM. The meter that catches all the work the channels did not do — the email broadcast that was skipped, the win-back flow that was not shipped, the loyalty offer that slipped a sprint.
Position on the five highest-intent queries a customer types when she is ready to buy. The meter that catches the SEO engagement — the local-pack work, the citation auditing, the GBP photo cadence, posts shipped against the calendar the team is on.
Dollar total attached to the lead source — first-touch, last-touch, or both. The only meter whose unit is a dollar and the only meter the owner reads first. Pinned to the top of every Cobblemark monthly readout, broken out by channel, with a twelve-month rolling baseline.
The long-form pillar on the four revenue-anchored metrics — what to look for, what to push back on, and what to fire on. The same four meters, written out so the monthly report reads itself.
Three case studies with the meter on the wall. Real estate, dental, retail.
See all three layoutsSection 05 / Phase 03 · Dashboards
The monthly readout is the deliverable the owner takes to the bank. It opens with the channel-attributed revenue line, pairs it with CPL by channel, the returning-customer rate trend, and the local-pack position table — and gets the vanity metrics out of the way. Every Cobblemark engagement ships the dashboard on page one, on every tier, every month.
The dashboard ships on every Cobblemark tier, every month, anchored to revenue. The difference across tiers is volume, cadence, and how much ad spend is being managed — never whether the four-meter readout is on the page.
Open the dental case study — the map-pack rework showed up in the bookings column before it showed up in the stars, and the four-meter read carries the whole story.
Read the case studySection 06 / Related pillars
Each pillar below answers a different part of the question the methodology raises: reputation as the front-desk loop, local pack as the map-pack work, and year-round social as the cadence the calendar can hold.
The front-desk cadence that turns a GBP into a reputation channel — review velocity, response cadence, Q&A answered inside twenty-four hours, photos dropped on the Tuesday the team committed to. The dental case study is the cleanest read on this loop on the site.
The five high-intent queries a customer types when she is ready to buy, mapped against the vertical, chased on the GBP, the citations, and the four SEO blogs a month the senior writes against the five queries. The map-pack work the Cobblemark dashboard tracks on the local-search-rank meter.
Pick the channel against the vertical. Batch one Monday a month. Earn the community in thirty minutes a day. The three moves that let a two-person shop run a serious social presence without a creator retainer and without the calendar sliding into a stock-caption deck.
Section 07 / Case studies
Three illustrative case studies — real estate, dental, neighborhood retail. Every figure ships as illustrative; the founder swaps real client numbers in place.
Same six agents, four channels firing in tandem — and the hero number on the wall moved before the support meters did. Channel-attributed form fills became the read everyone walks past on the way to the conference room.
A two-channel intake became a four-channel map-pack presence — and the bookings column moved before the GBP stars did. Title-track keyword positions dropped from the twenties into the top five across the engagement.
Social, email, and paid posts compounded across sixteen weeks into channel-attributed revenue — and a list nobody was writing to grew thirteen-fold while the regulars came back twice as often.
The three phases are done. Pick the tier.
The Cobblemark process holds the same shape across every engagement, anchored to revenue outcomes and read on a monthly dashboard. Two doors out of this page: /pricing for the rate card, /pricing/calculator for the package selector. Bring either to the scoping call and Cobblemark will pressure-test it against your market on the call.