About
A small team doing analyst work.
How the firm is structured, how we choose clients, and what we choose not to take on.
How we're structured, and why it stays small
SiteOptz is structured as one senior team, not a layered account org chart. The same one or two people carry an account through our four-stage engagement process, from the first audit to the standing monthly review — there is no account manager sitting between the person who builds attribution built to your revenue system and the person who explains it to you on a call. That structure is a constraint we chose on purpose, not a size we haven’t grown out of yet.
Continuity is the actual payoff. The person explaining why a channel’s budget moved this month is the same person who built the model measuring it, not someone briefed secondhand an hour before the call. Over a multi-year engagement, that difference shows up less in any single report and more in how fast a real problem gets noticed and named.
It costs something, and we’d rather say so directly than let a prospective client find out later. We take on a limited number of engagements at a time, and there is sometimes a wait before we can start one. We would rather tell you that on the first call than staff your account with someone junior just to keep the calendar full.
How we choose clients
We work best with multi-location operators — marketing for multi-location healthcare groups, self-storage portfolios, professional services firms — where a single blended number hides which location or channel is actually producing revenue. That is also where a small team goes furthest: a handful of accounts we can go deep on, rather than a roster too large to know any of them well.
Access is the first real signal. We ask, before the first working session, whether someone on your side can grant read access to the systems that record a booked outcome. How quickly that access shows up tends to predict how the rest of the engagement goes.
A good first call usually surfaces one of two things: an operator who already suspects a blended, portfolio-wide number is hiding something, or one confident enough in the current numbers to want a second, independent read before moving more budget somewhere new. Either is a reasonable place to start.
What we decline
We decline single-location businesses more often than any other kind of prospect. The measurement layer we build earns its cost fastest at multi-location or multi-channel scale, and telling a single-location owner that before any spend serves them better than starting an engagement we don’t expect to pay off.
We decline work where nobody will grant access to the systems that record a booked outcome — a CRM, an EMR, a property management system. An attribution model built without that access is a guess wearing a dashboard, and we won’t sell one.
And we decline engagements built around reporting meant to flatter a budget decision already made, rather than inform the next one. That is a different service, and not one we offer.
We also decline requests to commit to a specific percentage improvement before an audit has happened. That number doesn’t exist yet, and promising one anyway is the same kind of unsourced claim this page won’t make about our own work either. If any of this describes what you’re looking for, say so when you book a call and we’ll point you somewhere more useful.
Talk to the person who'd run your account.
No queue, no handoff — book a working session and see if the timing lines up.