A simple process I've refined over 20 years and a lot of budgets.
Audit the data before trusting it. Pixels, CRM routing, attribution, exports. Then talk to the people: customers, sales teams, the founder. The insight is usually in the gap between what the numbers say and what people say.
Who are we actually talking to, and what moves them? Not a demographic. A human with a need, a hesitation, and a reason to choose. Audience research tools help validate it. They don't replace knowing it.
Campaign architecture, channel mix, budget, and testing plan, each with a clear job. Acquisition, expansion, testing, promotion, and retention as distinct lanes so you can see what's working and why.
Reporting that answers "so what" and "now what." Every month should make the next one smarter.
Challenger brands, founder-led companies, CPG, health and wellness, and any marketer who is tired of reports that explain what happened without saying what to do about it. If you want a partner who will tell you the uncomfortable thing and then help fix it, we'll get along.