Lamark
LM Direct
LM Supply
Contact
✕
Lamark
LM Direct
LM Supply
Contact
Step
1
of
4
- Instructions
25%
Instructions for Completing This Worksheet
Please fill in the fields on the next steps to provide the baseline data needed for media mix scenario modeling. This information helps us understand your current marketing ecosystem and business performance.
Business Overview
Primary KPI:
Select the main outcome you optimize toward (e.g., bookings, conversions, leads, revenue).
Historical Data Timeframe:
Select the timeframe that matches the spend totals you will provide below (e.g., Trailing 12 Months).
Total Revenue:
Enter total business revenue for the selected timeframe (not marketing-attributed revenue).
Operating Margin:
Enter your operating margin percentage for the same timeframe.
Client Name
(Required)
Client Rep (the person who is submitting the form)
(Required)
Primary KPI (Select 1)
(Required)
Primary KPI (Select 1)
Conversions
Customers
Downloads
Foot Traffic
Leads
Orders
Sales Units
Shipments
Sign-Ups
Subscriptions
Trials
Website Visits
Other
Historical Data Timeframe (Select 1)
(Required)
Historical Data Timeframe (Select 1)
Monthly Average
Annual Total
Data should correspond to the timeframe of marketing investments entered in the next step
Objective Total
(Required)
Please enter a number greater than or equal to
1
.
Total Revenue
(Required)
Operating Margin
Current Marketing Spend
For each channel you actively invest in, list:
Channel name
(e.g., Meta, Google Search, CTV, Print, Trade Shows, Events, Direct Mail, Display, OOH, etc.)
Total spend
for each channel for the previously selected timeframe.
E.g., If you selected monthly average, enter the monthly average spend for each channel. If annual total, enter the total annual budget per channel.
Current Marketing Spend
(Required)
Channel
Spend
Add
Remove
Total Spend
(Required)
Total Ad Spend
Optional (but Helpful) Additional Inputs
These details allow us to build more accurate forward-looking scenario models:
New tactics you want to test
(list any channels or strategies you’re considering).
Planned or fixed future budgets
in non-digital channels (e.g., known commitments to print, trade shows, or events in 2026).
Seasonality:
Briefly note any predictable spikes/dips in demand that may impact planning.
Are there any specific new tactics you are looking to test? Please list:
Do you have fixed budgets in non-digital channels? E.g., Commitments to print, trade, events, other? Please provide upcoming monthly fixed budgets to include in mix modeling.
Does your business experience seasonality? Please describe:
Do you have quantifiable goals for the quarter/year? E.g., Grow revenue by x%. Please describe:
Do you have qualitative goals? E.g., Break into a new audience or market. Please describe:
