Marketing & operations case study

Three sales.
All above benchmark.

Channel-mix discipline, sale-day spend pacing, and rigorous data analysis turned a previously unprofitable promotional cycle into three consecutive above-benchmark campaigns — all run in-house.

Headline numbers · Three consecutive sale events · 2026 · solo, in-house
4.67×
Sale 2 ROAS
8.69×
Sale 3 ROAS
+$3,809
Profit swing
−49%
Cost per order
01

Context.

A multi-channel specialty ecommerce retailer (online store + physical retail + B2B distribution) running periodic promotional sale events to drive online revenue. The business operates in a moderately-priced consumer-goods category with a target audience of hobbyists and small-business buyers.

I was the in-house marketing and operations lead, responsible for paid advertising (Google & Meta), search-engine optimization, social media, email marketing, and direct retail-floor operations — five distinct functions consolidated under a single role.

The work covered here spans three consecutive promotional sale events over the first half of 2026. The first was executed by a previously-retained external marketing agency. The next two were planned and executed in-house after the agency was let go.

02

The question.

Leadership flagged ad spend as a likely culprit in a perceived margin problem. The implicit question — was the business "overspending on ads"? — needed a rigorous, defensible answer. Rather than respond rhetorically, I treated it as an analytical question and worked the numbers across three comparable campaigns.

The challenge was twofold:

  • Demonstrate, with platform-validated metrics, whether ad spend was actually producing returns consistent with industry benchmarks.
  • Present the analysis in a way that would withstand pointed scrutiny — including counter-arguments around discounting, returns, AOV inflation, and channel-mix decisions.
03

Three comparable sales.

Same product catalog, same channels (Google Ads + Meta Ads), comparable promotional structure. Different execution teams and different channel mixes — which made the comparison directly informative.

Sale 01
External agency execution
Duration8 days
Net sales$7,511
Total marketing cost$3,304
Blended ROAS2.90×
Profit after marketing−$1,411
Sale 02
In-house, full-scale
Duration12 days
Net sales$20,175
Total ad spend$4,316
Blended ROAS4.67×
Profit after ads+$2,398
Sale 03
In-house, flash sale
Duration2 days
Net sales$3,439
Total ad spend$396
Blended ROAS8.69×
Profit after ads+$626
04

ROAS trajectory.

Industry-standard DTC ROAS benchmarks: 2× minimum (rough break-even after typical product cost), 3× considered "good performance," 4×+ considered strong. The first sale, run by the external agency, landed just above the minimum benchmark. Both subsequent in-house campaigns cleared "good" by significant margins.

ROAS comparison across three sales vs benchmarks
All ROAS calculated as net sales (Shopify) divided by total ad spend across both platforms — the conservative blended measure.
05

Profit math.

For Sale 1, "all marketing" includes both ad spend and the prorated cost of the external agency retainer attributed to the sale window. For Sales 2 and 3, "all marketing" is just ad spend — the campaigns were executed in-house with no agency cost. This is the most direct apples-to-apples comparison of what each sale actually contributed.

Profit after marketing across three sales
A $3,809 swing in favor of the in-house execution from Sale 1 to Sale 2, despite Sale 2 running 50% longer.
06

Decisions that drove the result.

Four operational decisions moved the numbers between Sale 1 and Sale 3. None of them were "spend more" — every one was about spending the same dollars more deliberately.

01

Rebalanced the channel mix

Sale 1 ran 78% Meta / 22% Google. I shifted Sale 2 to 39% Meta / 61% Google. Search converted at 2.05–2.53% — roughly 5× social — so the rebalance moved budget toward higher-intent audiences and improved overall efficiency.

02

Concentrated spend on peak sale days

During the longer Sale 2 window, 63% of Google budget was concentrated on the seven highest-intent days. Pre-sale and post-sale days ran at baseline rates, avoiding waste before customer interest peaked.

03

Matched campaign type to budget & goal

For Sale 3's tighter budget, I switched Meta from conversion-optimized to awareness-optimized — reducing CPM from $13.65 to $1.49 (≈9× cheaper) and reaching 36% more unique people for 6% of the prior sale's Meta spend.

04

Coordinated email sequence with ads

Built a multi-email promotional sequence in parallel with the paid campaigns (last-chance, urgency-window, reactivation, post-extension), tuned to align with the ad calendar rather than running on independent schedules.

07

Nine-metric scorecard.

To pre-empt single-metric objections, I calculated nine independent measures spanning revenue, profitability, efficiency, and customer behavior. Every metric moved favorably from Sale 1 to Sale 2.

Nine-metric scorecard comparison

The three metrics that mattered most to neutralizing the "we discounted harder" objection: the discount rate actually fell from 13.8% to 11.6%; AOV held steady at $61 (no bundle-stuffing); and returns rate dropped from 6.88% to 0.07% — Sale 2's revenue stuck.

08

Awareness efficiency.

For the smaller Sale 3 flash event, I structured Meta differently than in Sale 2 — moving from a conversion campaign to an awareness campaign to match the smaller budget and shorter window. The result: a $103 spend reached more unique people than Sale 2's $1,678 spend, by virtue of optimizing for impressions rather than purchase events.

Meta CPM and reach comparison
The right campaign type for the goal, at the right scale of budget.
09

Methodology & defensibility.

Data sources

  • Sales, gross profit, COGS, returns: Shopify Analytics product reports with cost-per-item populated.
  • Traffic and conversion: Shopify Analytics online-store sessions reports, broken by referrer source.
  • Google Ads: time-series and campaign exports.
  • Meta Ads: Ads Manager performance dashboards.
  • External agency cost: monthly retainer prorated to the relevant sale window.

How the analysis was structured to withstand scrutiny

  • Used conservative blended ROAS (Shopify net sales / total ad spend) instead of each platform's higher self-reported attribution.
  • Pre-emptively included counter-metrics (discount rate, returns rate, AOV stability, items per order) so single-axis objections could be answered before they were raised.
  • Made the methodology explicit and citable, including industry-benchmark sources and definitional choices.
  • Treated boundary issues (salary attribution, shipping ledger, payment-processing fees) transparently rather than excluding them silently.
10

Skills demonstrated.

The skill surface that this single project touches:

Paid search strategy Paid social strategy Campaign budget allocation ROAS analysis Multi-channel attribution Email marketing SEO Ecommerce analytics Shopify Analytics Google Ads Meta Ads Manager P&L analysis COGS & margin Data visualization Stakeholder communication Cross-functional ownership
11

What this demonstrates.

  • Channel-mix optimization that moved the needle. Rebalancing from Meta-heavy to Google-heavy more than doubled ROAS on equivalent spend.
  • Budget discipline. Concentrating ad spend on peak conversion days rather than spreading it evenly produced higher returns per dollar.
  • Campaign-type sophistication. Matching campaign objective (awareness vs. conversion) to budget and goal produced ~9× more efficient impressions.
  • Analytical rigor. Each campaign was measured against benchmarks, prior performance, and consistency checks — and the methodology was made transparent enough to defend under pressure.
  • Cross-functional execution. Paid ads, email sequences, SEO, social, and retail operations were coordinated by a single in-house operator rather than separate specialists.

Want this kind of operator on your team?

Available for full-time roles starting May 2026. Lancaster County, PA — happy with remote or hybrid commutable to Philly.