Marketing Performance Assessment · Pricing

Simple pricing based on the size of the review.

Each RetainProof engagement is a one-time Marketing Performance Assessment — no subscription, no long-term agreement, and no implementation fee. Pricing is set by how much history, how many vendors and how much complexity we analyze.

Most firms spend more in a single month of unverified marketing than a full assessment costs. One independent review can surface duplicated charges, weak attribution and spend that is difficult to verify — so leadership can redirect it with confidence.

Lookback Period

How much historical marketing activity we analyze.

Vendors & Channels

How many agencies, lead generators, platforms and marketing sources are included.

Complexity

The volume of invoices, reports, lead data, retained-case information, markets and attribution sources.

Standard Assessment

$1,500

6-Month Lookback

Up to 3 Vendors / Channels

For a smaller or more concentrated marketing program.

  • 6-month marketing performance review
  • Review of up to 3 vendors / channels
  • Marketing spend reconciliation
  • Vendor invoice & performance review
  • Lead, inquiry & retained-case analysis
  • Cost-per-retained-case where data allows
  • Executive findings report & consultation
Most popular

Expanded Assessment

$2,500

12-Month Lookback

Up to 5 Vendors / Channels

A deeper view of where marketing dollars went and what they produced.

  • Everything in Standard, plus:
  • Full 12-month historical review
  • Analysis of up to 5 vendors / channels
  • Year-over-year performance patterns
  • Deeper vendor comparisons & allocation analysis
  • Lead-to-retained-case conversion analysis
  • Expanded findings & recommendations

Comprehensive Assessment

Starting at$3,500

12–18 Month Lookback

Up to 8 Vendors / Channels

For larger budgets, multiple agencies and complex ecosystems.

  • 12–18 months of marketing history
  • Review of up to 8 vendors / channels
  • Vendor-by-vendor & cross-channel analysis
  • Lead-source attribution review
  • Cost-per-lead & cost-per-retained-case
  • Vendor accountability scorecard
  • Comprehensive report & strategy session

Enterprise Assessment

Custom

Custom Lookback

9+ Vendors / Channels

For large or complex marketing operations.

  • Custom historical lookback
  • 9+ marketing vendors / channels
  • Multi-office / multi-market analysis
  • Large-scale spend reconciliation
  • Complex attribution & portfolio analysis
  • Executive-level custom reporting
  • Leadership presentation & recommendations

The assessment process

1

Submit

Securely provide marketing invoices, vendor reports, lead information and retained-case data.

2

Reconcile

We reconcile marketing spend, vendor-reported activity and actual outcomes.

3

Analyze

We identify performance gaps, discrepancies, attribution problems and areas needing scrutiny.

4

Report

Leadership receives an executive findings report with clear observations and recommendations.

After your assessment

Optional ongoing services

The assessment gives your firm a clear benchmark. RetainProof can also help you measure what happens after changes are made.

Quarterly Performance Review

Starting at $1,000 per review

Annual Performance Review

Starting at $2,000 per year

Executive Marketing Oversight

Available by consultation

Starting at $3,500 per month

Ready to see what your marketing is actually producing?

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