learn-marketing-with-phoebe / Session 3 of 6
Learn Marketing with Phoebe · Session 3 of 6

Where they already are

You know who Cadence is for and what it promises them. The next question is where to say it, and the honest answer is that most teams never really ask it: they reach for the two channels they already know and call that a strategy. Tonight we lay out every door, test three of them for less than a thousand dollars each, write the kill line before the money moves, and retire two famous marketing numbers that nobody ever measured.

🟡 Core Marketers, founders, growth leads No code, a sheet and a pen 45 min
0-3 · Welcome 3-18 · Nineteen channels, three rings 18-40 · Build-along: run the Bullseye for Cadence 40-45 · Q&A
Part 0

Where we start

Session 1 gave Cadence a beachhead: user-research teams of 5 to 15 at software firms, bought by a research lead, triggered by a new head of research or a new shared research repository. Session 2 gave it a promise against the real alternative. Tonight is about reach: which channels put that promise in front of those research leads, and how to find out cheaply before committing a quarter's budget. The method is Gabriel Weinberg's Bullseye, read from his own posts. The real numbers are the Olist funnel's channel mix, measured on 5,998 genuine 2018 leads. Every Cadence test and score is constructed and says so.

🎫 Clear all three quiz questions to stamp your passport Live = presented in the 45 minutes Self-study = the full depth, after class ★ Build-along = do it yourself, tonight

★ What you walk out with tonight. All nineteen channels written out with one idea each for your product, a scored shortlist of six, three test cards with a budget cap, a metric and a kill line written before any money is spent, and a rule for which result earns a channel the centre of the target. Plus two numbers you will never again repeat in a meeting without a footnote.

Part 1 · covers the nineteen traction channels

Nineteen doors, and most teams try two

5 min live

Gabriel Weinberg wrote up a simple discipline with Justin Mares in Traction (2014, revised 2015) and in two posts of his own: "The Bullseye Framework for Getting Traction" and "The 19 channels you can use to get traction". The discipline is three rings. Brainstorm every channel, test the few that look probable, focus on the one that works. The point of the outer ring is not the list; it is refusing to skip the channels you have never tried.

THE BULLSEYE, WITH CADENCE PICKS (constructed) 19 channels Targeting Blogs Speaking Community Targeting Blogs 1 · BRAINSTORM The Outer Ring: What's Possible all 19 channels, one Cadence idea each 2 · CHEAP TEST The Middle Ring: What's Probable three picks, under $1,000 and a month each 3 · FOCUS The Inner Ring: What's Working one channel gets the effort, until it stalls Constructed Cadence picks. Ring names and channel headings are Weinberg's, from his posts.
🔍 Click to zoom - the pile on the outside is the point: nobody tests a channel they never wrote down
LiveWhy you brainstorm all nineteen, even the silly ones4 min▶

Teams default to the channels they already know. A founder from a sales background reaches for outbound; a marketer from a content team reaches for a blog and SEO. Neither is wrong, but neither was chosen. The outer ring, which Weinberg calls "The Outer Ring: What's Possible", exists to force one concrete idea for every channel before anything is ruled out. The best channel is often the one nobody in the room has used, precisely because competitors have not used it either.

His nineteen channels, in his order and with his headings:

  1. Targeting Blogs
  2. Publicity
  3. Unconventional PR
  4. Search Engine Marketing
  5. Social and Display Ads
  6. Offline Ads
  7. Search Engine Optimization
  8. Content Marketing
  9. Email Marketing
  10. Viral Marketing
  11. Engineering as Marketing
  12. Business Development
  13. Sales
  14. Affiliate Programs
  15. Existing Platforms
  16. Trade Shows
  17. Offline Events
  18. Speaking Engagements
  19. Community Building

Then the rings move inward: "The Middle Ring: What's Probable" holds the few you will test, and "The Inner Ring: What's Working" holds the one that earned the focus. A channel can always move back out when it stops working.

Self-studyThe fit question: where does the session 1 ICP already gather?3 min▶

A channel is only as good as its overlap with the people you chose. The ICP from session 1 is a research lead at a software firm with 5 to 15 researchers, five or more recorded interviews a week. So the useful question is not "which channel is hot" but "where do these people already spend attention, unprompted?"

For research leads that points at a short, specific list: practitioner research communities and Slack groups, a handful of research newsletters and blogs they read every week, and a few research conferences where they give and attend talks. Each one maps onto a Weinberg heading: Community Building, Targeting Blogs, Speaking Engagements. Search Engine Marketing fits less well, because few people search for a category they do not yet know exists.

Remember the trigger as well. A new head of research is reachable in a different place from a team that is starting a shared repository; the first reads leadership posts, the second asks peers for tool recommendations. One ICP can point at two different channels depending on which trigger you are chasing.

Real world

Olist's leads came through a few doors, and one door nobody can name. In the real Olist funnel, the 5,998 leads of the 2018 cohort arrived through organic search 1,736, paid search 1,182, social 1,051, unknown 813, direct traffic 380, email 347, referral 211 and display 75, with the small remainder spread across "other" sources or left blank. The top three channels brought about two thirds of all leads (3,969 of 5,998). That is the normal shape: a mix concentrated in a few channels, plus 813 leads whose origin nobody recorded. The concentration is a choice the team made, knowingly or not; the 813 are a measurement gap, and Part 3 comes back to them.

Part 2 · covers cheap tests

The middle ring is a set of cheap tests

5 min live

The middle ring is not a commitment; it is a shopping list of experiments. Weinberg's instruction is direct: "For each traction channel in your middle ring, now construct a cheap traction test you can run to determine if the idea really is good or not." His size for cheap is equally direct: enough to get "a rough idea of a channel's effectiveness with at most a thousand dollars and a month of time". A test that costs a quarter's budget is not a test, it is a bet.

THREE CHEAP TESTS FOR CADENCE, ONE MONTH EACH (constructed) Targeting Blogs sponsor two research newsletters Budget cap: $900 · 30 days Metric: cost per qualified lead Kill line: above $150, set first Pass needs 10+ qualified leads Speaking Engagements a talk at a research conference Budget cap: $400 · 30 days Metric: cost per qualified lead Kill line: above $150, set first Pass needs 10+ qualified leads Community Building a research Slack community Budget cap: $990 · 30 days Metric: cost per qualified lead Kill line: above $150, set first Pass needs 10+ qualified leads kill $150 kill $150 kill $150 $0 $300 $0 $300 $0 $300 $64 per lead · 14 leads $100 per lead · only 4 leads $248 per lead · 4 leads ✓ PASS · moves to the centre INCONCLUSIVE · too few leads ✗ FAIL · over the kill line Constructed tests. Lower cost is better; every kill line was written before the first dollar.
🔍 Click to zoom - three outcomes, and the inconclusive one is the most common in real life
LiveThe test card: five lines, written before the money moves4 min▶

Every middle-ring test fits on an index card, and the card is written before the test starts:

  1. Channel and idea. The Weinberg heading and the specific move: not "blogs" but "sponsor two named research newsletters for one issue each".
  2. The one metric. Cost per qualified lead, where qualified means the lead matches the session 1 ICP. Ideally cost per closed customer too, but a month is usually too short for deals, so state which one you will judge on.
  3. The budget cap. A number, under $1,000, and it is a ceiling, not a target.
  4. The date. The day you read the result, about a month out.
  5. The kill line. The result that ends the test, plus the minimum sample you need before a pass counts. Cadence uses above $150 per qualified lead, and 10 or more leads to pass.

The order matters. A kill line written after the results arrive is not a threshold; it is a story told about the results.

Self-studyA test that cannot fail is not a test3 min▶

If no possible result would make you stop, the money bought reassurance, not information. Three common ways a test is rigged without anyone meaning to: the metric is chosen after the data arrives (clicks looked bad, so the team reports impressions); the budget has no cap, so a slow channel simply gets more money until it "works"; or the sample is too small to say anything and gets read as a win anyway.

That last one is why the figure has three outcomes, not two. Speaking at one conference produced four qualified leads at $100 each, under the kill line but far below the 10 leads a pass needs. Inconclusive is an honest verdict. It means either run it again with a bigger sample or park it; it never means promote it.

Time matters as much as money. Traction is reported as recommending that a startup spend about half its time on getting traction rather than only on the product; treat that as the authors' rule of thumb, reported here from summaries, not as a measured finding. For the statistics of test design, sample sizes and stopping rules, see Learn Experimentation with Phoebe ↗.

Real world

Small channels need a sample before they need a verdict. In the real Olist 2018 cohort, display brought 75 leads and 5 deals, a 6.7 percent close rate whose 95 percent range runs from 2.9 to 14.7 percent. Referral brought 211 leads and 24 deals, 11.4 percent, range 7.8 to 16.4. Both look like a number, but the range on display is wide enough to hold a poor channel and a good one. That is the inconclusive card in real data: before you kill a small channel or crown it, check how many outcomes the rate stands on. Session 4 puts every one of these ranges on the bench.

Part 3 · covers folklore numbers

Numbers everyone repeats and nobody measured

5 min live

Channel meetings run on a few famous numbers. Two of them come up constantly: a prospect needs seven touches before buying, and half of all advertising money is wasted. Both sound like research. When you trace them back, neither leads to a study; one leads to old trade items repeated by a blog, the other to a saying with three possible owners. A professional can still use the idea behind each, but should never present either as a finding.

TWO FAMOUS CLAIMS, TRACED TO THEIR EARLIEST EVIDENCE 1850 1970 RULE OF 7 HALF THE MONEY 1859 a sixth-time item reported, 2010 blog 1885 Smith's 20 exposures reported, 2010 blog 1919 Wanamaker-linked QI, read at source 1931 Leverhulme-linked QI, read at source 1963 Ogilvy credits both QI, read at source No primary study at either end. The 1919 and 1931 items are second-hand even in Quote Investigator's account.
🔍 Click to zoom - two of the most quoted numbers in marketing, and neither trail ends at a measurement
LiveThe "rule of 7": folklore with a long tail4 min▶

The rule says a prospect has to see or hear from you seven times before they act. It is repeated in sales training, agency decks and channel plans, and there is no primary study behind it. The trail that does exist is reported, not read: a 2010 blog post traced the idea to an 1859 item about the sixth sighting of an advertisement, and to Thomas Smith's 1885 list of twenty exposures. Neither is a measurement; both are advertising wisdom written as a list. And the number in the list is not even seven.

Teach it as folklore and keep the useful kernel: most people do not buy on first contact, so plan more than one touch. How many touches your buyers need is an empirical question about your own funnel, answered in your own data, not a constant you can import.

Self-study"Half the money I spend on advertising is wasted", and which half3 min▶

The line is usually given to the American retailer John Wanamaker. Quote Investigator, whose account was read at source, finds no firm evidence that he said it. The earliest Wanamaker-linked evidence it reports is from 1919, and second-hand; a version linked to the British soap maker Lord Leverhulme appears in 1931, also second-hand, through his son; and David Ogilvy in 1963 credited both men. So the honest form is "attributed to Wanamaker", or better, "an old saying".

The saying survives because the question behind it is real: which half? That question is attribution, deciding how much credit each channel deserves for a customer who touched several. It is a discipline of its own, with its own models and its own disagreements, and it lives in Learn Marketing Attribution with Phoebe ↗. Here, the point is narrower: you cannot find the wasted half of a channel you cannot see.

Real world

The honest version of "which half" is a column called unknown. In the real Olist 2018 cohort, 813 leads have the origin "unknown", and they closed at 20.7 percent (168 deals), against 13.0 percent for the cohort as a whole. The best-converting large group of leads is the one nobody can attribute to a channel. Untracked does not mean bad; it means invisible, and you cannot spend more on a channel you cannot see. Session 4 starts from exactly this: what a budget split looks like when one of its best sources has no name.

Build-along

Run the Bullseye for Cadence

★ 22 min · everyone builds

A sheet and a pen. Nineteen channels, one idea each, a shortlist scored against the session 1 ICP, three test cards and a promotion rule. The scores and test numbers below are constructed for Cadence; with your own product the shortlist will differ, and the arguments about each score are the useful part.

CADENCE SHORTLIST, SCORED 1 TO 3 (constructed) ICP IS THERE COST TO TEST SPEED TO SIGNAL TOTAL Targeting Blogs Speaking Engagements Community Building Search Engine Marketing Search Engine Optimization Trade Shows 333 322 331 123 221 212 9 · middle ring 7 · middle ring 7 · middle ring 6 5 5 Constructed. 1 weak, 2 some, 3 strong; for cost to test, 3 means cheapest. Ties are argued, not averaged.
🔍 Click to zoom - "where the ICP already is" carries the most weight, which is why search marketing misses the cut despite its speed

Write all nineteen channels and one Cadence idea per channel. No skipping, no "not for us". An idea can be bad; it cannot be blank. Ten minutes, fast.

★ Step 1 · nineteen channels, one idea each (constructed)Targeting Blogs sponsor two research newsletters Publicity pitch a story on how research teams lose insight Unconventional PR publish a free "interview notes graveyard" audit Search Engine Marketing bid on "interview transcription for teams" Social and Display Ads ads to followers of research leaders Offline Ads a poster at one research conference Search Engine Optimization guides on running a research repository Content Marketing a monthly teardown of a real research synthesis Email Marketing a course for new heads of research Viral Marketing shared notes carry an "invite your team" link Engineering as Marketing a free interview-question bank tool Business Development partner with a research repository vendor Sales outbound to newly hired heads of research Affiliate Programs pay research consultants per referred team Existing Platforms an app in the tools research teams already use Trade Shows a booth at a product-and-design expo Offline Events a research-leads breakfast in two cities Speaking Engagements a talk at a research conference Community Building host a research Slack community

Score each against the session 1 ICP: where does the research lead already spend attention? Cross out anything that scores 1 here; a cheap test of the wrong audience is still the wrong audience. Keep six for the shortlist and score them on all three criteria, as in the figure.

★ Step 2 · shortlist of six (constructed)Channel ICP there Cost to test Speed Total Targeting Blogs 3 3 3 9 Speaking Engagements 3 2 2 7 Community Building 3 3 1 7 Search Engine Marketing 1 2 3 6 Search Engine Optimization 2 2 1 5 Trade Shows 2 1 2 5

Pick three for the middle ring. Usually the top three totals, but write one line on why each beat the fourth. Search Engine Marketing is fast to read, and that is exactly the trap: fast signal from people who are not the ICP.

★ Step 3 · the middle ring1. Targeting Blogs research leads read two newsletters weekly 2. Speaking Engagements they attend and give talks at research events 3. Community Building they ask peers for tool advice in Slack groups Not tested: Search Engine Marketing - fast, but few searches for a category the ICP does not know exists yet

Write three test cards: metric, a cap under $1,000 and a month, and a kill line. Write them now, before anything is spent, and put the date on each.

★ Step 4 · three test cards (constructed)Targeting Blogs: sponsor two research newsletters Metric cost per qualified lead (matches the ICP) Cap $900, 30 days, read on day 30 Kill above $150 per qualified lead; pass needs 10+ leads Speaking Engagements: a talk at a research conference Metric cost per qualified lead Cap $400 travel, 30 days after the talk Kill above $150 per qualified lead; pass needs 10+ leads Community Building: a research Slack community Metric cost per qualified lead Cap $990 (moderation time plus hosting), 30 days Kill above $150 per qualified lead; pass needs 10+ leads

Decide in advance what result moves a channel to the centre. Write the promotion rule next to the kill line, then read the constructed results against both.

★ Step 5 · promotion rule, then the results (constructed)Rule: a channel moves to the centre if it beats the kill line with 10+ qualified leads. If two pass, the cheaper one wins and the other stays in the middle ring for a second test. Targeting Blogs $900 / 14 leads = $64 PASS, to the centre Speaking Engagements $400 / 4 leads = $100 INCONCLUSIVE, too few Community Building $990 / 4 leads = $248 FAIL, killed Centre: Targeting Blogs (research newsletters), until it stalls.

Note which channels from the real Olist mix appear on the session 4 bench, and bring the shortlist. The bench works with six recorded origins. Map each to its closest Weinberg heading; the mapping is approximate, and saying so is part of the exercise.

★ Step 6 · Olist origins on the session 4 benchOlist origin Closest Weinberg heading 2018 leads organic_search Search Engine Optimization 1,736 paid_search Search Engine Marketing 1,182 social Social and Display Ads 1,051 email Email Marketing 347 referral Viral Marketing (closest fit) 211 display Social and Display Ads 75 Not on the bench: unknown 813, direct 380 - no channel to spend on. Bring: the Cadence shortlist and the three test cards.

Keep the cards. A test card is the only honest record of what you expected before the result arrived. Session 4 uses the same discipline on real rows: decide what a good split looks like, then let the bench tell you whether it was.

Homework

Before session 4

30 min
  1. Run the outer ring on your own product. All nineteen channels, one specific idea each. Circle the ones your team has never tried.
  2. Score a shortlist of six against your ICP on where they already are, cost to test and speed to signal. Write one line of evidence beside every 3.
  3. Write three test cards with a metric, a cap under $1,000 and a month, a kill line and a minimum sample, and show them to one colleague before any money is spent.
  4. Find your own "unknown". Pull last quarter's leads and count how many have no recorded source. Then compute their close rate against the rest, the same comparison as the Olist 813.
Check yourself

Three questions

Clear all three and session 3 gets stamped in your passport.

1 · What is the middle ring of the Bullseye for?

Weinberg calls it "The Middle Ring: What's Probable", and asks for a cheap traction test for each channel in it. It is a set of experiments, not commitments; what is already working belongs to the inner ring.

2 · Why is the kill threshold written before the test starts?

A test that cannot fail is not a test. Writing the kill line, the metric and the minimum sample first is what turns a month of spend into a decision you can trust.

3 · A colleague says "prospects need seven touches before they buy, that is the research". What is the accurate reply?

The kernel, that most buyers need more than one touch, is sensible. The number is not a finding. The 1885 list of twenty exposures is part of the same folklore, reported second-hand, not a better study.

Sources covered

What this session teaches, and where it came from

✓Gabriel Weinberg, "The Bullseye Framework for Getting Traction" and "The 19 channels you can use to get traction"His own posts, read at source via a mirror of his Medium: the three ring names, the nineteen channel headings in his order, and the two cheap-test quotes
◐Weinberg and Mares, Traction (2014, revised 2015)The book was not opened; the half-of-your-time rule is reported from summaries and paraphrased, never quoted
◐The "rule of 7" touchpointsNo primary study found; the 1859 and 1885 items are reported via a 2010 blog post and taught as folklore
✓"Half the money I spend on advertising is wasted"Quote Investigator's account, read at source: 1919 Wanamaker-linked and 1931 Leverhulme-linked evidence, both second-hand; Ogilvy credited both in 1963
✓Marketing Funnel by Olist: 2018 cohort channel mix and close ratesKaggle, CC BY-NC-SA 4.0; leads, deals and 95 percent ranges measured on all 5,998 rows of the cohort
◐Cadence channel ideas, scores and testsConstructed for teaching; consistent with the session 1 ICP and the Cadence used in sessions 4 to 6

Every fact on this page, and its verification tier, is recorded in the course's source map.

Session 3 cheat sheet · pin this

Three ringsPossible, probable, working. Brainstorm all, test a few, focus on one.
All nineteen, every timeOne idea per channel before ruling any out. The unfamiliar ones are where competitors are not.
Fit before costScore where the ICP already is first. A cheap test of the wrong audience is still wrong.
The test cardChannel, one metric, a cap under $1,000 and a month, a date, a kill line and a minimum sample.
Three verdictsPass, fail, inconclusive. Too few leads is a verdict; it never means promote.
Folklore numbersRule of 7: no study. Half the money wasted: attributed, not sourced. Measure your own.