BASE3 Training For CEOs & Business Managers

You want to set a course for your business

Wendy Louise Wilder

A quick overview of BASE3 will give you the framework you need to ask questions of your marketing team that show real results.

Many CEOs and business owners are frustrated that marketing is opaque and constantly changing, which can prevent them from setting a predictable course for their business.

The BASE3 model brings logic and structure to marketing plus a language that enables constructive collaboration between leadership, marketing, sales, product and technology teams.

Become the marketing expert your business needs!

30 Minute Lecture Series

Make informed marketing decisions

Attend a 30 minute overview training session with optional brainstorming session after.  Structured for CEOs and business managers to quickly learn how to make strategic marketing decisions and how to direct your marketing team.

Lesson Topics

In this lecture series for Business Managers we will discuss:

  • How to read the BASE3 Chart
  • How to segment your audience by decision level
  • What numbers to request from your marketing team
  • How to read the numbers so you are informed and can make strategic marketing decisions

Outcome:

You will know what data to request from your marketing partners, and how to use that data to make decisions about future marketing initiatives that will grow your business.

Marketing Campaign Architecture - LinkedIn Audience Building

Benefits of using the BASE3 Model.

The BASE3 model provides business owners with clear insights into marketing effectiveness by focusing on measurable outcomes and offering a structured approach to understanding the customer journey. 


1. A Strategic Framework for Understanding Marketing Impact

  • Direct Connection to Business Goals

    • The BASE3 model starts by aligning marketing activities with business objectives like revenue growth, lead generation, or customer retention.
    • Example: If the goal is to increase monthly sales by 20%, marketing campaigns are designed and measured against their contribution to that specific target.
  • Integrated Approach to Marketing Efforts

    • By considering Branding, Audience, Strategy, and Execution holistically, BASE3 ensures that all marketing actions are purposeful and work toward measurable outcomes.
    • Example: A unified brand message across email, social media, and paid ads creates a consistent experience, driving customers closer to conversion.

2. Customer Journey Mapping

  • Understanding the Journey

    • BASE3 emphasizes mapping the entire customer journey, from awareness to purchase and post-sale engagement. This allows business owners to see how marketing supports each stage.
    • Example Journey Stages:
      1. Discovering: Potential customers discover the brand through social media, or searches.
      2. Considering: They visit the website, engage with blog posts, or sign up for the newsletter.
      3. Deciding: They schedule a consultation or purchase a product or service.
      4. Validating: They assess your product or service based on their experience with you.  
      5. Promoting:  If they feel that they made the right decision in buying from you, they will respond to your follow-up emails, are encouraged to leave reviews, or participate in loyalty programs.
  • Measurement at Each Journey Level

    • Marketing activities are tracked at every touchpoint, providing data on where customers are engaging and where they might drop off.
    • Example: If website analytics show high traffic but low conversions, the issue might lie in the “Consideration” phase, prompting improvements in landing page design or messaging.

3. Measuring the Customer Journey with Key Metrics

  • Discovering

    • Tracks how many people are discovering the business.
    • Examples: Impressions, website visits, social media reach, video views.
    • Insight for Business Owner: How effectively marketing is driving initial interest.
  • Considering Metrics

    • Measures how potential customers interact with content.
    • Examples: Time on site, click-through rates (CTR), email open rates, social shares.
    • Insight for Business Owner: How compelling the brand’s messaging and content are.
  • Decision Metrics

    • Tracks how many leads or prospects turn into paying customers.
    • Examples: Conversion rates, cart abandonment rates, lead-to-customer ratios.
    • Insight for Business Owner: How well marketing efforts are driving revenue.
  • Validation Metrics

    • Measures how many customers remain loyal and return.
    • Examples: Customer lifetime value (CLV), repeat purchase rates, Net Promoter Score (NPS).
    • Insight for Business Owner: The long-term value of marketing beyond acquisition.

4. Data Visualization for Clarity

  • Dashboards and Reports
    • BASE3 incorporates clear reporting tools to visualize marketing performance, providing business owners with at-a-glance insights into campaign success.
    • Example: A dashboard showing:
      • Audience size vs. reach.
      • Customer Decision Progress over time
      • Revenue generated from specific campaigns.
    • Value: Business owners can quickly identify which marketing activities deliver the best ROI.

5. Attribution Modeling

  • Pinpointing What Works
    • BASE3 enables attribution modeling, which tracks how each marketing touchpoint contributes to a sale or conversion.
    • Example: A multi-touch attribution model might reveal that while Facebook ads drive traffic, email marketing is the final push that converts customers.
    • Value for Business Owners: A precise understanding of which channels and strategies are worth further investment.

6. Continuous Optimization

  • Feedback Loop
    • BASE3 includes iterative evaluation and improvement, ensuring marketing strategies evolve based on real-world performance.
    • Example: If engagement drops in the “Consideration” stage, adjustments like better call-to-actions (CTAs) or retargeting ads can be implemented.
    • Value: Marketing remains agile and responsive, minimizing wasted spend.

7. Predictable Growth Through Insights

  • Scenario Planning
    • BASE3 provides predictive insights by analyzing past performance, helping business owners forecast results.
    • Example: Knowing that every $1,000 spent on ads generates 50 leads and 10 sales enables strategic budget allocation.
    • Value: Owners can confidently plan for growth with data-backed projections.

Example Use Case:

A retail business using BASE3:

  1. Discovery: Facebook ads generate 10,000 impressions, 2,000 clicks.
  2. Consideration: 1,500 visitors explore the website, and 500 sign up for a discount code.
  3. Decision: 200 use the code to make a purchase, with an average order value of $50.
  4. Validation:  75 respond positively to a customer survey.
  5. Promoting:  50 customers leave reviews, and 30 sign up for a loyalty program. 

Outcome: Reports show a clear ROI of $10,000 in revenue from $2,000 in ad spend, with retention efforts leading to $1,500 in additional future sales.


Why This Matters to Business Owners

  • Clarity: BASE3 transforms marketing into a transparent, measurable function.
  • Control: Owners see exactly where their investment is going and how it contributes to growth.
  • Confidence: Data-backed insights eliminate guesswork, empowering informed decisions about future strategies.

By focusing on the customer journey and measurable outcomes, the BASE3 model bridges the gap between marketing activities and business results, giving business owners unparalleled visibility and confidence in their marketing investments.

How to use the BASE3 chart for documentation and for collaborating with your team.

Documentation

Marketing Campaign Architecture - LinkedIn Audience Building

The Communication Channels are numbered so that each can be added to your documentation.  There will likely be many steps needed to complete each channel.

Each channel will have a set of production tasks that are needed for completion.

As you begin to use the chart frequently, you will find that you use some of the same channels often in campaigns, and you can create templates for the to-do lists. 

By sharing the visual diagram and organizing your campaigns in this way, all team members, whether it be tech, creative, or copywriting or management, they will understand how their work fits into the larger campaign.

Below is a simplified example of to-do items for Channel 10.