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Was It Causal?

Allocation · Discipline 3 of 4

Where should the next dollar go?

How should scarce marketing resources be allocated? Marginal rather than average returns, channel interaction, marketing mix modeling, and budget decisions made under real uncertainty.

Where this sits

Each rung depends on the one below it. This discipline answers the highlighted one.

  1. 01

    Observe

    What happened?

  2. 02

    Describe

    Where did conversions appear to come from?

  3. 03

    Estimate

    What changed because of marketing?

  4. 04

    Explain

    How did channels and outside factors contribute?

  5. 05

    Decide

    What should happen next?

  6. 06

    Learn

    What uncertainty should we reduce next?

Nothing written here yet

The roadmap below is real, but this discipline has no finished work. Rather than publish thin pages to fill it out, depth is going elsewhere first.

Planned

The shape of this discipline, published as a roadmap. These are titles and scope, not finished work. They are here so you can see where this is going, not to suggest it has arrived.

Foundation Planned

Marginal Return, Not Average Return

The channel with the best historical ROI is frequently the one closest to saturation. Why budget decisions need the slope, not the level.

Not yet written
Applied Planned

Paid Search and SEO Are Not Independent

Branded paid search often captures demand that organic would have captured anyway. Designing the test that measures total branded conversions rather than paid ones.

Not yet written
Applied Planned

What a Marketing Mix Model Can and Cannot Do

MMM is a good allocation tool and a weak causal one. What it needs to be trustworthy, and why Bayesian priors do not create identification.

Not yet written
Technical Planned

Calibrating an MMM to Experiments

The practical bridge between slow causal evidence and fast allocation models: using experimental estimates as priors and as validation.

Not yet written
Technical Planned

Adstock, Saturation, and Honest Response Curves

Lagged effects and diminishing returns are where most mix models smuggle in their conclusions. How to tell a fitted curve from an identified one.

Not yet written