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Performance Marketing Playbook

A structured approach to portfolio allocation when platform signal quality is deteriorating and incrementality is the only defensible currency.

Marcus Aldridge24 June 202612 min read

Platform-reported ROAS has become a coordination device rather than a measure of truth. Our playbook treats it as one input among several, weighted by a confidence coefficient derived from holdout testing.

The core mechanic is a quarterly incrementality calendar: a rolling schedule of geo and audience holdouts that keeps a live estimate of true marginal return per channel.

Teams that adopt this framework typically reallocate between 12% and 20% of paid budget within two quarters, with no increase in total spend.

Our position: capability without an operating model produces expensive noise.

Shard & Co · Strategy Practice

This insight forms part of Shard's ongoing research programme. For the underlying methodology or a briefing with the authoring team, contact the practice directly.

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