How Do We Measure ROI and Partnership Success?

Financial success, for us, is measured solely by its demonstrable contribution to your profitability and margins—not by vanity metrics. This document defines our method for tracking Return on Investment (ROI) and outlines the essential collaborative steps required to ensure our partnership is focused on your bottom line.

Defining Success: Profitability-First Metrics

We move beyond tracking generic activity (e.g., clicks or impressions) to focusing on financial Key Performance Indicators (KPIs) that directly impact your revenue.

Our Core Financial Metrics

Our measurement system focuses on the final, accountable numbers:

• Cost Per Lead (CPL): The efficiency of generating new business contacts.
• Cost Per New Appointment (CPA): The cost required to secure a qualified meeting or sales opportunity.
• Customer Acquisition Cost (CAC): The total cost to acquire one new paying customer.
• Client Lifetime Value (LTV): The prediction of the net profit attributed to the future relationship with a customer.

The Bottom Line: Our monthly reporting, powered by MyPortal Insights, will always tie these metrics back to the true financial ROI for your business, demonstrating profitability over mere activity volume.

The Mandate for Strategic Client Input

Our ability to define and deliver measurable ROI is contingent upon the quality of strategic input you provide. This ensures that our marketing messaging is aligned with your sales reality.

Mandatory Strategic Briefing

Before any work commences, your team must complete and collaborate with us on the Client Briefing Worksheet. This worksheet forces alignment on:

• Target Audience Definition: Clarifying who your best customer is, their demographics, and their media consumption habits.
• Customer Pain Points and Objections: Defining the specific problems your product/service solves, and listing common reasons potential customers currently object to a purchase.
• Sales Funnel Mapping: Detailing the client's current process for handling and converting leads, from initial contact to final sale.

Why this is crucial: If we fail to fully understand your customer's objections, our marketing will be ineffective. Requiring this detailed input ensures both teams are accountable for success.

Absolute Transparency in Calculating
True Cost

The simplicity of the ROI equation—(Net Profit / Total Cost) x 100—is often undermined by opaque "Total Cost" calculations. We commit to absolute transparency.

MyPortal's True Cost Formula

The total cost of your marketing efforts includes more than just media spend (Google Ads, Meta Ads). An accurate ROI figure must also account for:

• Media Spend: The actual cost paid to the platform (Google, Meta, etc.).
• Agency Retainer & Commission: The flat rate for your product tier plus the variable  to commission on media spend. Note that software and platform overheads (e.g., our reporting tools) are built into our agency retainer.



By clearly defining the Total Cost, we position ourselves as a financial partner committed to realistic profitability, not just a marketing vendor focused on maximizing ad spend.