The Attribution Conversation to Have With Your CEO Before You Ask for Budget

Most of the budget conversations I’ve watched go sideways do it in the first ninety seconds, when someone answers “what did content do last quarter” with a traffic number. The number is usually fine. Traffic went up, impressions went up, a post did better than expected. But it answers a question nobody asked, and the…

Ashley Poynter
Ashley Poynter
— Founder, Content Rewired
4–6 minutes
TL attribution convo

Most of the budget conversations I’ve watched go sideways do it in the first ninety seconds, when someone answers “what did content do last quarter” with a traffic number.

The number is usually fine. Traffic went up, impressions went up, a post did better than expected. But it answers a question nobody asked, and the gap between the two is where the request stalls. She asked what it was worth, and you told him how many people saw it.

So the temptation is to go the other direction and promise a line from a blog post to a closed deal. I’d avoid that. It’s the version that gets you one quarter of funding and then a difficult meeting, because that line usually doesn’t hold up against your own CRM. Someone pulls the report, finds that the deal you credited to the buyer’s guide had eleven touches across four channels and two sales calls before anyone downloaded anything, and now the program looks oversold.

Frankly, better dashboards don’t fix this. Having the honest version of the conversation first, deliberately, before you ask for money, does more.

Sort What You’re Claiming Into Three Piles

This is a necessary precursor to the money conversation. 

What you can count. Organic traffic and engagement on the pieces that matter, search visibility on the terms your buyers use, branded search volume, subscriber growth, and, where your tracking supports it, which pages a person read before a deal opened. This pile is smaller than you want, and it’s yours to defend without qualification.

What you can read directionally. Whether sales calls are starting further along. Whether an objection that used to kill deals is coming up less often. Whether your AE is getting forwarded a piece by a champion inside an account. These are real signals, and you get them by asking your sales team, not by opening a tool. They go in the deck with the caveat attached, in your own words.

What’s real and can’t be proven. The trust built across a dozen touches nobody logged. The piece a champion sent to a skeptical head of engineering in a DM you’ll never see. Dark funnel, if you like the term. This pile is often the largest source of value, and it isn’t going to have a number next to it.

Start with the Third Pile

This changes how the meeting goes.

If you present the first two piles and let your CEO find the third one himself, you look like you were hiding it. If you name it before he does, you’ve shown that you understand the limits of your own measurement, which is most of what makes the numbers in pile one believable in the first place.

The sentence that works best here is some version of: here’s what I can prove, here’s what I can read, and here’s the part that’s real but I won’t put a number on because I can’t defend one. Executives who’ve been burned by marketing attribution before tend to relax at that sentence. It’s unfamiliar, and it reads as someone who has actually looked.

There’s a second benefit that shows up later. Once you’ve named the unprovable pile yourself, you’ve pre-empted the argument from the exec team who wants to push back on the notion that content produced a result you have no way to evidence. And you’ve done it without having to disagree with him in the moment.

Go Check Whether Your Tracking Supports Any of This

Before that meeting, look at the actual configuration.

Earlier this year I did a full read on a fintech site and found roughly 245,000 impressions against about 312 clicks, which is its own problem, and then found something worse underneath it. The analytics property had no conversion events configured at all. Every lead the team had reported for months was assembled by hand from form notifications and inbox archaeology.

That’s more common than it should be, and it’s the kind of thing you want to find yourself rather than have a finance person find during a budget review. If the tracking can’t support pile one, the honest ask is a week of an engineer’s time to make the measurement real.

What a Defensible Number Looks Like

The strongest content result I have on file for one quarter reads roughly like this: $1.27M in pipeline, with 20% of active pipeline coming from inbound.

Here’s the beauty of that claim: it reports pipeline rather than attributed revenue, over a stated period, sourced through inbound as a channel instead of credited to any single piece, and it comes out of the client’s own CRM rather than a marketing tool running its own attribution model. This type of narrow claim is exactly what makes it believable—and more malleable to pressure from the top.

That’s the aim: a slightly smaller claim you can walk a skeptical exec through.

The Ask Itself

Once you’ve had the three-pile conversation, the budget request gets simpler, because you’re no longer asking your CEO to believe in attribution as a concept. You’re asking him to fund a body of work that has a stated measurement plan, a stated limit, and a date attached to the first honest report.

And the limit is where the credibility comes from. In my experience, the marketing leaders who get renewed are usually the ones who told their exec team what they couldn’t prove right away, before anyone even asked.

The Attribution Conversation to Have With Your CEO Before You Ask for Budget – FAQ’s

Ashley Poynter
— About the author
Ashley Poynter

Founder of Content Rewired, a fintech content practice built on twenty years inside payments, treasury, and fintech SaaS. Previously head of content at PaymentWorks. Writes about editorial leadership, AI-enabled content production, and the discipline that separates B2B fintech marketing that compounds from the work that just publishes.

— Keep reading

More on this thread.

  • fintech MQLs

    FINTECH CONTENT MARKETING AGENCY

    From Fintech MQL to SQL: Fixing Disconnects Between Fintech Marketing & Sales
  • human in the loop

    FINTECH CONTENT MARKETING AGENCY

    When Drafts Are Free, Deletion is the Product
  • fintech content revenue engine

    FINTECH CONTENT MARKETING AGENCY

    The Fintech Content Revenue Engine: How to Attribute Content to Real Deals
— Studio Notes

If this was useful, the newsletter is too.

One essay every other week. No roundups, no engagement bait. Just one substantive argument about fintech content marketing.

Book a intro call →