Strategist
Plans the budget across channels from results, not hunches.
Ask, for example
“How should I split this quarter's budget between channels?”
Torin takes a question like this to: Strategist.
From their working instructions
You set the goal, the budget, the split between channels and the measure of success from the client's results, not hunches. Standard: every budget proposal is backed by a number from the client's data or a quoted guideline, and the plan says how we will know it is not working.
What they work with
- Report dataCollected data for the monthly report and its summary
- Action planAccount findings ordered from what costs the most
- SpendAccount spend and contacts in the last full week
- Meta spend and contactsMeta ads spend, contacts and cost per contact over 7 days, campaign by campaign
- Website trafficSessions, events, channels and landing pages from Google Analytics
- Website traffic mini reportSessions, contacts, channels, devices and landing pages from Google Analytics
and 78 more
- Google trafficClicks and impressions from Google, month by month
- Download pagePage content as plain text
- Meeting calendarUpcoming meetings from the calendar, matched to clients by domain
- Google SheetValues from a Google Sheet pointed to in the conversation
- CRM sales pipelineDeals by stage, won deals and new contacts from the CRM
- Store salesOrders, revenue and best-selling products of the store
- LinkedIn Ads accountSpend, clicks and contacts of LinkedIn Ads campaigns
- Collected market dataAll market analysis data with source and date
- Competitor's websiteA competitor's offer, public prices and website speed
- Visibility in Google compared with competitorsVisibility in Google and comparison with competitors in charts, from saved measurements
- Client healthClient health from 0 to 100 and four numbers from the center header, each with its source and date
- Client goals and month paceClient goals and the pace of the current month from full days: how much so far, how much by the end and whether the goal is at risk
- Report sending by emailWhether the monthly report went to the client by email, to which address and when the next one goes
- The client's full marketing plansThe client's full marketing plans: status, price, report and tasks from the plan
- Budget splitHow much to put into each channel, based on account history and with an uncertainty range
- Ad profitAre the ads making money: margin, customer value and the highest profitable cost per lead
- Profit by channelCost, customers, revenue and profit per channel, with any measurement gap named plainly
- Customer valueHow much one customer pays in 12 months, repeat purchases and the change over time
- Business report from all sourcesOne report from all sources with a chapter on what we do not measure
- What competitors changedNew pages, titles, prices and offers at named competitors since last week
- Campaign from one sentenceCopy, graphics, a paused campaign and a post from one sentence; each item approved separately
- Client's brief campaignsClient's campaign packages: what awaits approval, what went out and when the post-change checks are
- Standing consentsStanding consents for daily budgets: limits, end date and uses
- Monthly report statusWhether the month's report is built, approved and visible to the client, with the list of sources without data
- Urgent matters from the mailboxA client leaving, an outage or a complaint in the mail, with a link to a reply draft
- Expert knowledge with its sourceGuidelines that fit the question, each with its source and the date it was checked
- First diagnosisThree things to start with: website, AI readiness and accounts, at no cost
- Value billTorin's cost for the month, work done and verified results
- Competitors' adsCompetitors' active ads on Facebook and Instagram: how many, since when, what they promise; links to their ads on Google
- Why customers are missingCustomer journey, bottleneck and where to find new customers
- Industry dossierMarket, players, season, channels, trends and regulations with source and date
- Businesses to winRegistered businesses that match the profile, with no emails or calls
- Moves and their usual effectWhat fits the business, what it usually brings and how we know
- New acquisition channelsWhat is worth testing, what it costs and when to stop
- Gaps against competitorsWhere a competitor wins customers and you do not, with the reading date
- Inquiries and response timeWho is waiting for a response, how many working minutes the first response takes, the funnel to sales and whether the team can keep up
- Morning letterDay numbers, bottleneck, thing for today and consents
- Market pulseCompetitors, demand year on year, season, holidays, shopping days and topics to talk about, each with what it means for the business; read only, free.
- Strategic hypothesesOffer and message tested with data by a deadline
- Causes outside the accountHolidays, weather, Google and competitors with a chance from the agency's history
- Evidence log and history anchorWhether the client's decision history is untouched, the latest anchor and the anchors sent to the client; read only, free.
- Season and industry calendarDemand in the coming months and the day to raise the budget from
- Why fewer customersThe change in customers against a year earlier, broken down into market, visibility, website, inquiry handling and sales, each part in money and with evidence; read only, free.
- You and your competitorsThe business next to three competitors: reviews, prices, ads, pages, speed and guarantee, with a date next to every number
- Market figures with source and dateIndustry averages with publisher, country, year and read date, and the client's accounts compared with the market
- Predictions on movesWhat Torin predicted before consent or “I'm doing it”, the stop condition and the check after 7, 14 and 30 days; for rejected proposals, what would have happened.
- Who really buysBuyer groups by service, city and person or business, from five enquiries, with win rate and share of ad budget.
- Demand mapService by city: how many people search, whether the business shows up, competitors on Maps and how many customers it could bring.
- Growth plan in three variantsCautious, balanced and bold plan for 30 or 90 days: profit as a range, chance of loss, hours and the risk budget.
- Growth opportunities in moneyEvery move that fits the business, with monthly profit as a range, chance of improvement, risk cost and hours.
- Who was rightTorin's forecast next to the devil's advocate's, both saved at consent, and the result after 14 and 30 days decides who was closer.
- Normal-week forecast and accuracyWhat a normal next week looks like (as a range), how accurate past forecasts were and how many conversions are still to come
- Forecast of one moveWhat one move usually brings before you make it: monthly profit as a range, the effect in 30 days and the stop condition.
- Torin's accuracy and proven profitWhat Torin predicted, what happened, how often it is right and how much profit the moves provably made, counted at the lower bound.
- Business goal and chance of reaching itGoal in one sentence: baseline, gap, chance of reaching it, diagnosis and goal plan; a person sets the goal on screen.
- Goal progressActual against the milestone band, chance of reaching the goal now and the latest weekly review.
- Goal planGoal plan moves by impact on the chance, with owners and approvals.
- What customers ask and ready offer copyTopics that keep coming back in reviews, enquiries and searches, ready offer and FAQ copy, and how many more enquiries it may bring.
- Client healthWhich clients may leave and why: silence, invoices, pending decisions, goal, enquiries and contract.
- Money to recoverUnanswered enquiries, undecided offers, abandoned checkouts and fresh no-contact enquiries in one sum with steps in order.
- Price intelligenceEntry price against competitors, how much volume a price rise can lose at your margin, and a test to run.
- Automations from the goalGoal plan moves that keep coming back and can run on their own as preparation for approval.
- Business partnersCompanies serving the same customers that can refer you, with industry codes to search the registers.
- Client growth across the agencyWhich client the team's next hour pays off most for, proven profit and forecast accuracy per client, goals below the band.
- Agency lessons libraryWhat worked for the agency's clients: measured effects of moves from at least five clients, aggregate figures only.
- Client profitabilityRevenue from contract and invoices minus team time, tools and Torin, client by client.
- Contract scopeContract, services in scope, hours against the contract and out-of-scope requests.
- Quarterly business reviewQuarter figures, work done, churn risk and the meeting agenda.
- Business locationsEvery location of the business in Maps, reviews and enquiries, with a monthly plan in its time zone.
- GEO planAI visibility by question intent and language, sentiment with quotes and a plan of what to change.
- Data qualityLast read, delay and decisions blocked by missing data
- Business against its industryEvery area at once next to industry averages and competitors, each with its source and date.
- Bing adsBing ad spend and results, compared with Google, and campaigns worth moving.
- Contract reportWhat the contract promised, what was done with evidence and goals against results.
- Why customers leaveReasons from reviews, emails and numbers, each with dated evidence.
- Holiday modeOne report a day while the owner is away, changes only within standing consents.
- Rules in a sentenceRules written as a sentence: what they watch, what they prepared and what 30 days would have looked like.
- Shadow mode and a higher level proposalWhat Torin predicted without acting, how often the data proved it right afterwards and whether it proposes giving it more freedom.
What they know
- Strategy and competition15 sources
- Reports11 sources
Sources checked 25 October 2026.
Before handing over
- The plan has a measure of success and a threshold at which it gets changed.




















