Systems Simplified

Building Smarter Marketing Systems With Data Insights From Brook Shepard


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In This Episode

Marketing doesn't fail because of creativity—it fails when decisions are made without understanding the data behind them.

In this episode, Adi Klevit interviews Brook Shepard about how data should drive both marketing strategy and internal processes. Brook shares a powerful example of a brand whose revenue dropped in direct correlation with a decline in branded search volume. The insight was simple but overlooked: fewer people were searching for the brand, meaning awareness—not efficiency—was the growth problem.

Adi and Brook dive into one of the biggest misconceptions in marketing: over-optimizing for return on ad spend. Brook explains why relentless focus on efficiency often leads businesses to market only to existing customers, limiting long-term growth. Understanding the lifetime value of a new customer versus the short-term return of remarketing can completely change budget allocation decisions.

The conversation expands to AI, evolving search behavior, and the importance of documented internal systems. Brook emphasizes that while AI accelerates execution, taste and judgment remain human responsibilities. He also shares how Mason Interactive relies on clearly defined weekly processes to ensure consistency across remote teams. The takeaway is clear: whether in marketing or operations, growth requires structured systems supported by thoughtful analysis.

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Systems SimplifiedBy Adi Klevit

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4.3

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