Perch Insights
For the CMO

Your lead quality data lives downstream. By the time you see it, the budget is already gone.

Marketing investments are evaluated on conversions, retention, and revenue. But that data lives in sales systems, CRM records, and downstream reporting that takes days or weeks to surface. Perch connects your campaigns to sales and retention outcomes in real time, proactively, so you know which investments are working before the waste compounds. Mission Control for your marketing investment.

See How It Works
The Challenge

The feedback loop is too slow to act on.

You optimize for the wrong signals.

Cost per lead looks good. Volume is up. But three weeks later, the sales team tells you the leads are not converting. By then you have already doubled down on the campaign that was hurting you. The data that matters lives downstream and arrives too late to change anything.

Every campaign question requires a data request.

Which source is generating our most profitable customers? Which channel produces the highest retention? These are straightforward questions with answers buried across six systems. Getting them requires a ticket, a wait, and a slide deck built by someone who had three other things on their plate.

Marketing gets blamed for problems that start upstream.

When conversion drops, the first question is always about lead quality. But without a direct line connecting your campaigns to downstream outcomes, you are defending your investments with incomplete data while the sales team points fingers and the quarter slips away.

Mission Control for Marketing

Which campaigns generate profitable customers. Which ones generate noise. Before the budget is wasted.

The Guide · Marketing
Monday · 7:14 AM
SURFACED · OVER WEEKEND
Lead quality from Google Ads declined 18% this week. Conversion rate for this cohort is tracking 9 points below the February benchmark. Facebook leads are converting at 2x the rate of paid search at 40% lower CAC.
Channel · Conversion Rate · 14d
Facebook Ads
9.4%
+12%
Organic Search
7.8%
+4%
Google Ads
4.7%
−18%
Display
2.1%
−6%
Misallocated weekly spend
Versus Facebook-equivalent CAC
−$87K
Direction · Pause Google Ads scale plan. Shift 30% of weekly spend to Facebook. Requalify Google source-level before reinvesting.
Open threadNotify owners
Before you ask

The signal finds you.

Perch monitors lead quality signals the moment leads enter the funnel and tracks them all the way through to conversion and retention. When a campaign starts generating leads that are not converting downstream, the signal surfaces automatically. You know before the sales team knows. You know before the budget runs further in the wrong direction.

The Guide · Ask
Live session
Which of our campaigns is generating the highest lifetime value customers?
Ranked by 90-day retention, downstream conversion, and CAC. Top three and bottom one shown:
CampaignCVR90d Ret.CAC
1
Facebook · Lookalike A
9.4%
78%
$182
2
Organic · Brand Search
8.1%
81%
$0
3
Email · Win-Back v3
7.4%
68%
$44
14
Google Ads · Generic
4.7%
41%
$304
Pattern
Facebook Lookalike A customers retain 37 points higher than Google Ads Generic at 60% lower CAC. Reallocating $250K monthly would lift blended LTV by 22%.
EVIDENCE · CRM · Billing · Ad platforms · 90d
Direction · Reallocate $250K monthly from Google Generic to Facebook Lookalike. Sunset Display campaigns flagged in bottom quartile.
Ask a follow-up · "show retention by source over 12 months"Send
The moment you ask

The evidence is already assembled.

When you need to defend a budget decision, reallocate spend, or understand why a campaign that looked good on paper is not producing revenue, type the question in plain language. Perch connects your marketing inputs to every downstream outcome across the customer journey and returns the answer in seconds. The evidence is already assembled. The argument is already made.

Results

A for-profit education provider. No visibility into which campaigns were producing profitable customers downstream.

−17%
CAC
For-Profit Education Provider
+23%
Conversion Rate
For-Profit Education Provider
+19%
Prospect Engagement
For-Profit Education Provider
+25%
Upsell Rate
Telecom Provider, Existing Subscriber Offers
“Perch simplified decision-making dramatically. We stopped hunting through dashboards and started getting real answers.”
Executive · Publicly Traded Fintech

Connecting marketing inputs to downstream sales and retention outcomes revealed which channels were generating profitable customers and which were generating activity. Budget reallocated to the right sources. Conversion followed.

What You Get

The full marketing picture, connected to revenue.

01

Campaign to Conversion Attribution

See exactly which campaigns, channels, and sources are producing leads that convert to customers, not just leads that look good on a cost-per-lead report. Every marketing dollar traced to a downstream outcome.

02

Lead Quality Signals in Real Time

Know the moment a new campaign or source starts producing leads that are underperforming against historical benchmarks. Surface the signal before the waste compounds, not after the quarter closes.

03

CAC by Source and Channel

Track customer acquisition cost all the way through the funnel for every source, channel, and campaign. Know which investments are profitable before you commit more budget to them.

04

Retention and LTV by Campaign Origin

Connect the leads your campaigns generate to their 30, 60, and 90-day retention behavior. Know which sources produce customers who stay, and which produce customers who churn.

For the CMO

See which of your campaigns are actually producing revenue.

Thirty minutes. Your data. Your questions. Real answers.