Guides

How to measure marketing when you sell expertise

Jennifer Chamberlaine · 2026-01-14 · 3 min read

Expertise businesses struggle to measure marketing because the buying cycle is long, quiet and relationship-shaped. So most either measure nothing or measure noise.

There is a middle path: a small set of honest numbers.

Why it goes wrong

When you sell judgement rather than a product, the sale rarely arrives in a straight line. Someone reads a piece you wrote, mentions you to a colleague a year later, meets you at an event, and only then picks up the phone. None of that shows up cleanly in a dashboard, so the temptation is to reach for whatever is easy to count. Impressions, followers and open rates all climb reassuringly while telling you almost nothing about whether the right people are coming towards you, and a firm can spend a lot of money making those vanity lines rise without a single new client to show for it. The other failure is quieter. Overwhelmed by the messiness of it, a firm decides marketing simply cannot be measured at all, and flies blind for years, spending on instinct, unable to say what is working and what is waste.

Neither is necessary. A handful of numbers you trust, arranged so you can see cause and effect over time, will tell you more than forty ever could. We think of them in three layers.

Leading: presence and conversations

Are the right people seeing you (named-account reach, search visibility for your positions)? And is it producing conversations (enquiries, replies, meetings booked)? Conversations are the first number that cannot be faked.

Middle: momentum

Proposals out, close rate, time from first touch to engagement. These reveal whether attention is turning into work, and unlike revenue, they respond quickly when something improves, so you get an early read long before the money lands.

Lagging: the only number that matters eventually

Revenue from clients who found you, weighed against revenue that found you. It moves slowly, and that is the point: it is the score, not the steering wheel. Watching that ratio shift over quarters is watching the firm's future de-risk in real time, its growth resting less on chance introductions and more on a system you built on purpose.

How we help you see it

We start from the plan, not the tooling. Once we know who you are trying to reach and what you want them to do, the numbers almost choose themselves, because each one answers a question the plan is already asking. From there we keep the page honest for you, so you can see where a lead came from, how long it sat and what it turned into. Take a Cork engineering consultancy that had been publishing steadily for a year with no idea whether any of it worked. Once we tied enquiries back to the articles that prompted them, one theme was plainly doing the work of ten. They wrote more on it, quietly dropped the rest, and the picture sharpened within a quarter.

What it adds up to: five or six numbers on one page, reviewed each month, each one earning its place. Enough to steer by, few enough that you will actually look, and honest enough that when something is working you will know to do more of it, and when something is not you will stop paying for it.

Bring it to a conversation.

Thirty minutes on the firm, the market, and the gap between them. You'll leave knowing what I'd build first and why. And if the honest answer is that you don't need an engine yet, you'll hear that too.