STABLE TV × DTC DARLING RAZOR
Full Funnel Impact. 240d window. May 2025 - Apr 2026.
Period window
Default: Era. Phase 1 hero, -24% / 8-week window.
Full Arc read. CTV launch Aug 11 2025 to Apr 26 2026 (data through). 38 weeks. Phase 1 hero -24% in first 8 weeks. Held -6% sustained through Phase 3 at 40% brand-layer intensity. 9% below baseline through Q4.

The 8-month arc · May 2025 engagement → CTV Aug 11 2025 → Apr 2026.

Jan-Apr 2025 · the system was broken

The feedback loop was disconnected. The way they measured success was wrong. Acquisition strategies were hitting diminishing returns. Spend climbed +64% MoM yet new-customer CAC blew +55% and one-time CAC blew +142% - Meta CAC held flat at $138 and that was the headline they were tracking. The composed view told the truth: the system needed a strategic pivot.

May/Jun 2025 · Stable engaged as embedded fractional media strategy lead

Operating model reframe delivered. “It was never a Meta problem. It was a mix problem.” Audit → align → bridge. Cash-view (CFO) and accrual-view (CMO) reconciled in one operating model. Vendor measurement became a guide, not a gospel. Triangulation replaced single-source decisioning.

Aug 11 2025 · CTV launched as brand layer

Phase 1 hero · Aug 11 – Oct 5 2025. Halo-forward CAC compressed from a $42.69 pre-CTV baseline to $32.58 over 8 weeks (−24%). Phase 2 (Oct – Dec, 9 weeks of holiday brand-layer cuts) drifted to $41.70. Phase 3 (Dec – Mar, 16 weeks, brand-layer restored at 40% intensity) settled at $40.20. Every week of the 33-week arc held below the pre-CTV baseline. MER trajectory aligns with brand-converted demand landing in highest-retention cohorts.

CTV launch Aug 11 2025 to Apr 26 2026 (data through). 38 weeks. Phase 1 hero -24% in first 8 weeks. Held -6% sustained through Phase 3 at 40% brand-layer intensity. 9% below baseline through Q4.
Operational view below. Same underlying data, alternate framings live in the methodology card. Methodology card ↓ shows all three with the math.
Full Arc read
CTV launch Aug 11 2025 to Apr 26 2026 (data through). 38 weeks. Phase 1 hero -24% in first 8 weeks. Held -6% sustained through Phase 3 at 40% brand-layer intensity. 9% below baseline through Q4.

Where the lift shows up.

population default · case-study-blinded-DTCL1

The proof TV is working. TV is unclickable, so the human response shows up downstream - in brand search, direct visits, organic, and conversion paths. Visible in GA4 within 48 hours of meaningful spend changes. This is the layer CFOs trust because they can validate it without our tools.

Partial live · brand-search + direct lift signals are reference. Acquisition Revenue tile + the Lift-by-Channel chart ARE live-computed from your trailing-28d data. Brand search +%, direct/organic delta %, and AEO/GEO surface bars are case-study reference until Google Search Console + the LLM brand-pulse worker land (within 2 weeks of paid-data go-live).

Lift by channel · TV-flight window vs TV-dark baseline

channel
lift % · TV-flight vs TV-dark window
Δ
Meta
-15.4%
Google Search
-13.9%
Google PMax/DG
-14.6%
YouTube
-15.7%
TikTok
+0.0%
Reddit
+0.0%
Email/SMS
-14.7%
Affiliate
+0.0%
Direct/Organic
-30.6%

Method: rolling 14-day partial correlation between TV spend and downstream channel revenue, controlled for seasonality + promo cadence. When TV ramps, brand search + direct + Pmax should follow within 5-21 days depending on the channel's natural lag.

AEO / GEO surface rate · 12 weeks · LLM brand visibility

Weekly query batch hits gpt-4o + Claude Sonnet 4.6 + Perplexity sonar with 30-40 brand-relevant prompts. Tracks brand mentions + citations in LLM outputs. Rising surface rate = brand discoverability is improving in AI-powered search. Weekly query batch hits gpt-4o + Claude Sonnet + Perplexity sonar-pro with ~30 brand-relevant prompts; local Ollama parses brand mentions + citations from each response. Cost: ~$40-55/mo per brand for the LLM API calls (in v1 ship per strategic roadmap).