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MONTHLY PERFORMANCE REVIEW

Plan your next move with confidence.

Your team manages the channels, but you're accountable to bring in customers. Each month, DiveTeam helps you and your team review evidence and agree on what to tackle first. You leave with a clear priority, an owner, and a plan you can explain to leadership.

Why do our channel reports look good when sales are down?

You feel pressure to have all the answers, but each channel report can only tell you part of the story. The CEO wants a plan, and you're the one who has to make the call.

DiveTeam helps your team see how your channels work together to convert prospects into customers so you can tell leadership “This is what's happening, and here's what we're doing about it.”

New Client Cohorts

We onboard a limited number of new clients each month. This ensures every engagement gets our full attention.

  • December 2026

    Full

  • January 2027

    1 of 3 spots left

  • February 2027

    2 of 3 spots left

Reserve Your Spot

Our Process: The FUN-E Method

DiveTeam created the Funnel Expansion Method (FUN-E) to help marketing teams understand how your channels are working together to move prospects through the funnel, and to identify areas that need improvement.

Phase 1

Set Goals

Determine the metrics that you will use to know if you are successful at converting customers from each step of the funnel to the next, and set targets for each.

Deliverables

  • Measurement Plan
Phase 2

Create Strategies

Each marketing channels creates a plan, but marketing channels work together to hit the targets for each metric.

Deliverables

  • Priorities and Owners
Phase 3

Identify Areas of Improvement

At the end of each month DiveTeam will run the analysis to determine which metrics performed below expectations every month, and draft recommendations to improve.

Deliverables

  • Areas of improvement
  • Recommended next steps
Phase 4

Performance Review

DiveTeam will host a monthly performance review meeting where the team will finalize the recommendations for next month, set priorities, and identify an owner for each.

Deliverables

  • Final Performance Report
  • Priorities for Next Month (and Owners)

Outcome

You maintain a thorough plan that is updated regularly and always ready to share. With practice your team will gain an intuition for the levers they can pull to move the business metrics.

See a sample of our work

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Who is it for?

We have worked with marketing teams in a wide range of industries, but this solution is targeted to teams of at least two (2) who purchase paid advertising, and actively reach customers on at least two (2) digital channels.

Ideal Fit

Retail, Ecommerce & Wholesale

Software & Technology

Finance, Insurance & Real Estate

Healthcare & Life Sciences

Media, Entertainment & Hospitality

Government & Nonprofit

May Not Be the Right Fit

You do not have an advertising budget
Your advertising is limited to out-of-home channels (magazines, billboards, etc)
You acquire customers solely from networking and relationships

Typical Company Profile

Company Size

$20M+ annual revenue

Team Size

2-8 people

Situation

Currently reaching customers across 3+ primary marketing channels.

New Client Cohorts

We onboard a limited number of new clients each month. This ensures every engagement gets our full attention.

  • December 2026

    Full

  • January 2027

    1 of 3 spots left

  • February 2027

    2 of 3 spots left

Reserve Your Spot

Related Services

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We fix that too.

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We help customers install new CRM systems, and schedule automated testing to verify that data is entered properly.

Website Tag Audits

We frequently rely on data collected from website tags, so we help implement tools, and run automated scans to catch bugs as they arise.

Apply to Reserve Your Spot

Why the application? When you submit this form we will conduct research on your business to make sure we are confident that we can help you before the discovery call.

Frequently Asked Questions

The measurement plan guides that choice. For a question about lead quality, we’d look at how you record inquiries, where they came from, and what happened to them in your CRM. We’ll discuss the relevant systems and access with your team.

Yes, we assume tracking is incomplete and begin every engagement with an audit. If a missing piece could change the recommendation, we’ll explain what needs to be resolved before you act on it.

Bring the person accountable for acquisition, your channel leads, and your agency partners. When the decision depends on what happens after a lead reaches sales, include the person who owns that handoff.

Your team and agencies continue to manage campaigns. DiveTeam leads the analysis and monthly discussion. You choose the priority together, and the person named in the written record owns the action.

Have a question not listed here? Get in touch