Multi-Channel Marketing for PI Firms

CTV: 38% of impressions → 63% of conversions. 75% search after TV ads. 40% higher visit rate from CTV exposure. Channels together beat channels in silos.

Single-channel marketing leaves money on the table. Multi-channel marketing done right creates a system where channels reinforce each other. The whole exceeds the sum of parts.

Why Multi-Channel Matters

The Buyer Journey Is Multi-Touch

PI clients don’t convert on first touch:

  • See TV ad
  • Later search your name
  • Visit website
  • Research more
  • See retargeting ad
  • Finally call

Single-channel thinking misses this reality.

Channel Strengths Complement

Each channel does something others can’t:

  • CTV: Creates awareness at scale
  • Search: Captures active intent
  • SEO: Builds foundation, credibility
  • Social: Reinforces, retargets
  • Referrals: Highest trust, limited scale

Together, they cover the full journey.

Attribution Reveals Truth

Multi-Channel Impact
38%→63% CTV impressions to conversions Source: Decentriq
75% Viewers search after seeing TV ads Source: MNTN Research
40% Higher visit rate from CTV exposure Source: JamLoop

Single-channel measurement misses these connections.

The Multi-Channel Framework

Layer 1: Awareness (CTV)

Purpose: Create demand, build recognition Metrics: Reach, frequency, verified visits, branded search lift

CTV reaches 90% of households and creates the awareness that feeds other channels.

Layer 2: Foundation (SEO)

Purpose: Baseline presence, long-term efficiency Metrics: Rankings, organic traffic, conversion rate

SEO provides the foundation other channels build upon.

Purpose: Catch demand when it emerges Metrics: Leads, CPL, branded vs. generic performance

Search captures what CTV creates and what SEO doesn’t reach.

Layer 4: Reinforcement (Social/Retargeting)

Purpose: Stay present, deepen connection Metrics: Engagement, return visits, assisted conversions

Retargeting extends CTV reach across devices.

Channel Allocation

Growth-Mode Firm

Building awareness and systems:

ChannelBudget %
CTV40-45%
Search (branded)10-15%
Search (generic)15-20%
SEO15-20%
Social/retargeting5-10%

Established Firm

Maintaining position, optimizing efficiency:

ChannelBudget %
CTV30-35%
Search (branded)15-20%
Search (generic)20-25%
SEO15-20%
Social/retargeting5-10%

Making Channels Work Together

CTV → Search Integration

The most important connection:

  1. CTV builds awareness
  2. Viewers search your firm name
  3. Branded search campaigns capture them
  4. Attribution connects CTV to conversion

Without this integration, CTV investment leaks to competitors.

See CTV and Search Coordination.

CTV → Retargeting Extension

Extend CTV reach:

  1. Track CTV-exposed households
  2. Retarget across display, social
  3. Reinforce message on other devices
  4. Multiple touches before conversion

CTV-exposed households are 40% more likely to visit your website.

SEO → Search Synergy

Organic and paid work together:

  1. SEO establishes presence
  2. Paid search fills gaps
  3. Combined coverage maximizes visibility
  4. Data from each informs the other

Search → CRM → Optimization

Close the loop:

  1. Track leads by channel
  2. Follow through to signed cases
  3. Calculate true cost per case by channel
  4. Optimize based on case value, not just leads

Coordination Requirements

Unified Messaging

Same brand story across channels:

  • Visual consistency
  • Message alignment
  • Tone continuity
  • Call-to-action coordination

See Brand Consistency Across Channels.

Timing Coordination

Channels should complement timing:

  • CTV flights
  • Search budget increases
  • Retargeting activation
  • Content calendar alignment

Unified Attribution

Track across channels:

  • Multi-touch models
  • Cross-channel view
  • Connected data
  • System-level optimization

Regular Optimization

Review and adjust:

  • Weekly monitoring
  • Monthly analysis
  • Quarterly strategy review
  • Annual planning

The Coordination Challenge

Multiple Agencies Problem

Common situation:

  • CTV agency
  • Search agency
  • SEO agency
  • Social agency

Each optimizes their silo. Nobody optimizes the system.

Solutions

Single integrated partner:

  • One team manages all channels
  • Unified strategy and execution
  • Natural coordination

Lead agency model:

  • One agency coordinates
  • Others execute specific channels
  • Coordination protocols defined

In-house coordination:

  • Internal marketer manages agencies
  • Forces integration meetings
  • Owns overall strategy

See Coordinating Agencies for CTV, SEO, Search.

Measurement Framework

Channel-Level Metrics

Each channel has specific KPIs:

ChannelPrimary Metrics
CTVVerified visits, branded search lift
Search (branded)Leads, CPA, impression share
Search (generic)Leads, CPA, conversion rate
SEORankings, organic leads
RetargetingReturn visits, assisted conversions

System-Level Metrics

What matters most:

MetricWhat It Shows
Total leadsOverall volume
Blended CPLSystem efficiency
Lead-to-case rateQuality indicator
Cost per signed caseTrue ROI
Channel contributionRelative value

Common Multi-Channel Mistakes

Mistake 1: Uncoordinated Silos

Agencies don’t talk. Channels don’t connect. Suboptimal results.

Mistake 2: Last-Click Tunnel Vision

Only crediting converting channel. Cutting awareness that feeds conversions.

Mistake 3: Budget Competition

Channels fighting for budget rather than optimizing system.

Mistake 4: Inconsistent Messaging

Different story in different channels. Confusion, not reinforcement.

Mistake 5: No System View

Optimizing each channel independently. Missing system-level opportunities.

The Integrated Advantage

Firms running integrated multi-channel programs:

  • Lower system CPL than single-channel
  • More sustainable growth
  • Better lead quality
  • Defensible market position

The complexity is worth it.

For complete marketing strategy, see the PI marketing guide.

References

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