Case Study
Thomas Bosilevac

How to Use an Analytics Agency to Win Your Next Deal

Service Offering Overview

Agencies without a dedicated data team can immediately expand their value proposition by partnering with MashMetrics. Through our Analytics Maturity Roadmap-as-a-Service, we help agencies’ clients move from fragmented, ad-hoc data reporting to sophisticated dashboards, integrated insights, and ROI-focused predictive analytics.  

This program is designed for organizations with mid- to high-six-figure monthly marketing budgets, where improved measurement, attribution, and storytelling have a direct impact on pipeline growth and client retention.

Structure of the Program (6–12 Months)

Phase 1: Foundation & Quick Wins (Month 1–2)

  • Audit & Installations: Review current tracking across GA4, GTM, ad platforms, CRM, and eCommerce systems.
  • Data Quality Setup: Standardize channel definitions, UTM rules, and developer guidelines.
  • Quick Wins: Fix broken tags, implement basic alerts, and align KPIs.
  • Outcome for Agencies: Immediately show clients improved visibility and cleaner data to build trust.

Deliverable:  Digital Analytics Tracking Plan

Phase 2: Centralized Reporting & Single Source of Truth (Month 2–3)

  • Data Integration: Begin automated pipelines for ad, web, and CRM data.
  • Unified Dashboards: Launch initial descriptive dashboards (what happened).
  • Diagnostic Layer: Intake questions around “why” performance changes occur.
  • Outcome for Agencies: Provide clients with real-time performance snapshots, positioning the agency as a data-driven partner.

Deliverable(s):  Digital Analytics Data Collection Plan, Integrated Warehouse and Dashboard

Phase 3: ROI Dashboards & Storytelling (Month 3–5)

  • User & Purchase Data: Connect marketing spend to customer behavior and revenue.
  • Advanced Dashboards: ROI, ROAS, CAC, and LTV integrated by brand/product line.
  • Data Storytelling Workshops: Guided sessions to help agency strategists interpret dashboards and build data-backed campaign narratives.
  • Outcome for Agencies: Elevate reporting beyond vanity metrics — give CMOs and executives compelling stories tied to outcomes.

Phase 4: Integrated Insights & Predictive Prep (Month 5–7)

  • Refinement: Automate recurring reports, optimize dashboards with universal views.
  • Cross-Channel Attribution: Connect campaign spend to revenue more precisely.
  • Predictive Questions: Begin testing models (e.g., “Which audiences are most likely to convert?”).
  • Outcome for Agencies: Differentiate by helping clients anticipate outcomes, not just measure them.

Phase 5: Predictive & Continuous Optimization (Month 7–12)

  • Predictive Models: Implement churn prediction, lead scoring, or marketing mix modeling.
  • Conversion Optimization: Use insights to improve creative, targeting, and spend allocation.
  • Executive Reporting: Provide data narratives for board decks and investor updates.
  • Outcome for Agencies: Become indispensable to client leadership by tying marketing activity to financial results.

Why Agencies Can Resell This

  • White-Labeled Expertise: Agencies present dashboards, insights, and predictive reports as part of their service suite.
  • Revenue Upsell: Package as a 6- or 12-month analytics retainer alongside existing creative or media services.
  • Proof of ROI: Clear attribution and data storytelling directly help agencies win new accounts and retain existing ones.

Resell Agreement Options

  • 6-Month Engagement: Foundation through ROI dashboards (Phases 1–3).
  • 12-Month Engagement: Full roadmap including predictive analytics (Phases 1–5).
  • Flex Model: Agencies can start with 6 months, then extend into predictive modeling if client budgets and needs align.

Deliverables for Agencies’ Clients:

  • Audits & setup documentation
  • Automated data pipelines
  • Branded dashboards & reports
  • Predictive modeling pilots
  • Executive-ready insights decks

Deliverables for Agencies:

  • White-labeled collateral
  • Training on dashboard storytelling
  • “Agency ROI Boost Kit” to help pitch new deals