Ben Morris and Kristalytics

Fractional CMO and marketing intelligence for qualified B2C companies.

The media plan, the customer file and the CRM, handled as one problem instead of three.

I'm Ben Morris. I've run traditional advertising agencies, digital agencies and a data analytics practice for more than thirty years, for clients from local mom and pops to Fortune 500 companies. I work with the customer records a business already owns and find the money it's leaving on the table.

Ben Morris
30+ yearsRunning advertising agencies and analytics practices
$1 billion+Media spent under my direction, traditional and digital in roughly equal measure
30 million+Direct mail pieces a year scored and matched back by my models

Test small, read the result, put the money where the evidence points, and scale.

The business problem

Connect the work to business results

Strong specialists still need a shared plan and a consistent view of outcomes.

TV buys audience. Search responds to intent. Direct mail creates response over time. The CRM records outcomes, and sales converts or fails to convert. When those links don't connect, the business learns the wrong lessons about where to spend its next dollar.

What the owner seesWhat needs to be examined
Lots of leads, weak salesThe system may be rewarding forms and calls instead of profitable customers.
Vendors disagreeReports may use different attribution windows and different definitions of success.
Platforms look good, profit is flatOffline sales may be missing, misclassified or absent from the platform's learning signal.
Direct mail gets blamed too earlyLast-touch reporting misses delayed response, household matchbacks and channel reinforcement.
Tracking exists but is wrongCall pools, click identifiers, landing-page events and CRM fields can be installed and still misreport.
Data everywhere, insight nowhereCustomer files, call logs, ad platforms and vendor reports have never been joined into a usable decision.

The practical role

My job is to set the strategy and the budget logic before anyone buys media, digital or traditional. I establish what the data can tell us, what it can't tell us yet, and what has to be repaired before it can. Then I keep good vendors pointed at the business result and deal with weak work or missing handoffs when they show up.

Did the spend produce the most profitable customers it could have, and what would improve it next time?

Every review connects channel activity, the company's own customer data, lead quality, CRM outcomes, sales, retention and profit, and ends in a specific decision and a way to check whether it helped. It's process improvement, every cycle.

Where attribution goes wrong

Most CRMs run on last-touch attribution because it's the only kind they can do. Whatever the customer touched last gets all the credit, which flatters the channels that close and starves the ones that did the heavy lifting up front. The usual correction, handing every touch a percentage, is false precision. The customer couldn't tell you how they were influenced, and neither can the data.

So I don't try. I treat the funnel as one system and measure the number that matters, total cost of marketing against total sales. Inside that, the matchback tells you what mail did, the audit tells you what the buy delivered, and the CRM tells you what closed. Which channel deserves the credit is a question I've stopped asking.

Two habits follow from that. Leads that close at a low rate aren't always poor leads. Often they're good leads that are contested, because the same person called five of your competitors from the same aggregator. And the old instinct to give every channel its own phone number so each can be tracked usually costs more response than it explains. One number people can remember beats six they can't.

Anonymized examples

Case histories

Client names are withheld. Every figure came from the client's own records, and the client has the appendix that shows where each number came from.

6.2xmatched revenue against mail cost

The mail program they were about to cancel

US window and door installer

The CRM credited direct mail with $21,000 in revenue against $28,500 in mail cost. Ownership was ready to stop mailing.

Matching every lead and sale back to the mail file, with in-home dates checked, found $176,000 in attributable revenue. Direct mail was their most profitable channel. The same data showed a 27-point spread between the best and worst appointment setters, and a Google click ID that had stopped reaching the CRM, hiding $130,000 in paid search sales from Google's own optimizer.

100%cancel rate on a web scheduler's own bookings, May and June

The appointments that canceled themselves

US window and door company selling through in-home appointments

Between March and May, cancellations on web-form appointments rose from about one in ten to more than one in three, while inbound phone stayed near nine percent. Two readings were on the table. The web form was letting in people who didn't qualify, or the booking process had broken. The data could tell them apart.

Phone bookings in those months didn't move, and neither did web bookings a staff member set. The rise sat in bookings made by a self-scheduling tool the company had switched on in April. Those canceled at 95 to 100 percent for three months and were still running three times the phone rate in October. Scored on the same model as the client's buyers, the canceled households sat within a few points of them. A third had been coded unqualified at the call center, and most of those passed the same checks. Half carried a scheduling, unconfirmed or blank reason. Fewer than four in a hundred rebooked within sixty days. The leads were fine. The booking path wasn't. At the phone cancel rate those bookings would have produced roughly 85 more sales, about $900,000 at the median ticket, a scenario rather than a measured loss. The report was built to be challenged. Every figure sits in a table, every appointment is a de-identified row, and the cover note lists the ways to break it.

276%first-order return on a three-year lapsed file

How fast a lapsed customer file loses its value

US consumable product brand returning to market after a three-year pause

The client had a twenty-year customer file nobody had mailed in three years, and was renting prospect lists elsewhere to restart the business.

Three segments of the client's own file, split by years since last purchase, were mailed alongside roughly twenty rented prospect files in the same window. Customers three to five years lapsed returned $1.93 per piece mailed and beat every rented file but one. Six to ten years lapsed returned 119 percent. Past ten years, 48 percent. Reactivation works inside a window that closes faster than it looks.

0.3cume rating on $1.85 million of television

$1.85 million of television nobody had measured

US financial services firm

A ten-year agency relationship had the TV budget in 28-minute paid programs in fringe dayparts, a radio buying habit applied to television.

Nielsen data showed the programs ran in time periods with cume ratings under 0.3, which caps reach at three tenths of one percent no matter how many spots run. The cost per point ran three times a properly structured spot buy. Hundreds of thousands of dollars a year in spend had no affidavits of performance, so nobody could say what aired. Of several hundred inbound calls in four months, 28 percent lasted the three minutes that mark a qualified conversation.

$2,500radio test that grew to $300,000 a month

A radio test that replaced a TV budget

US retail health supplement company

The client was spending $25,000 a month on broadcast and cable TV against adults 65 and older, believing 65 to 74 was the sweet spot.

Their own sales records put the best buyers at 55 to 64. Neither TV nor radio ratings separate viewers over 65 into narrower groups, so the TV buy was paying for a large 75-plus audience outside even the mistaken target. A one-time $2,500 radio test against 55 to 64 grew to $300,000 a month in radio within fifteen months, and the TV budget rolled into it.

+67%revenue on the same mail quantity

Same mail quantity, 67 percent more revenue

US residential heating and air conditioning company

The company mailed its entire prospect list and treated every name the same, because every name looked the same on paper.

A model built from the client's own customers scored the mail file into ten equal segments. Segment one responded at 1.7 percent with twice the lifetime spend of the average new mail customer. Mailing segment one five times, segment two three times and segment three twice, with the same total pieces as before, raised revenue 67 percent. Eighty-five percent of the people who ever buy do so within five mailings, so the rest of the file got a rest.

Capabilities

What I do

Six entry points into the same marketing system.

Clients bring me what they already have. A CRM export, a mail file, access to the Google Ads account, call logs, station invoices, the P&L. I take what exists, make it joinable, and find out what it has been trying to say.

Attribution and measurement

Leads and sales are matched back to the mail file that was dropped or the campaign that ran, with in-home dates checked so the mail was in the house before the sale. Last-touch reporting in a CRM typically credits a mail program with a fraction of what it produced. The matchback shows the rest, by segment, in dollars. The same work connects calls, forms, landing pages, CRM outcomes and sales quality into one view across direct mail, digital, CTV, TV, radio and the sales process.

The workWhat it covers
Typical inputsCRM exports, call logs, ad platform access, mail files, landing-page events, and transaction or sales outcomes.
What gets inspectedRecord matching within your file, Google click identifier (GCLID) capture, lead-source hygiene, call tracking pools, offline conversions, response windows and sales quality.
What you getWhat is leaking, what has to be fixed, what can be scaled, and what can't be known until tracking is repaired.

Digital performance

Is the platform buying profitable customer behavior, or just leads? The review looks below campaign reports into account structure, bidding signals, landing-page quality, event tracking, offline conversion flow and CRM revenue.

The workWhat it covers
Typical questionIs the platform learning from leads that don't convert, or missing sales that did?
Specialist executionGoogle, Bing, Meta, email, native, display, connected TV and streaming video, tracking, landing pages and creative.
Business decisionsWhat to stop, what to repair, what to test and what to scale, with platform reporting checked against business outcomes.

Traditional media

Broadcast, cable, print and out-of-home, line by line against what was promised and what aired. More than a billion dollars of media has been spent under my direction, traditional and digital in roughly equal measure, so I know what a :30 in early fringe should cost and what a healthy bonus ratio looks like. More often than not, the audit finds the problem was in the buy before the first spot aired.

The workWhat it covers
Media scopeTV, radio, cable, local news, outdoor, bus and transit, airports, sports marketing and place-based media.
Buying and fulfillmentCost per rating point, cost per thousand, reach, frequency, audience limits, dayparts, spot length, airing records, affidavits and makegoods.
Business decisionsWhether the plan reached the intended audience, delivered what was bought, and produced outcomes that justify the spend.

Data and direct mail

A model built from your own buyers, applied to the customer and prospect records you own or license. You get ranks, selection flags and segment definitions you can reuse across channels, plus counts for planning. In most files the top ten to fifteen percent of households produce half the revenue. The job is finding them before the mail drops, the schedule airs or the digital campaign launches.

The workWhat it covers
Customer analysisSegmentation, scoring, suppression, matchbacks, householding within your file, address hygiene, purchase intervals, lapsed-customer timing and cohort priority.
Mail executionFile strategy, mailshop, printing, postal logistics, coding, offer versions and response analysis, coordinated with specialist partners.
Business decisionsWhich households to reach, when to contact them, which offer to test, and how to measure the response.

One client's data is never pooled with another's. Each engagement runs in its own environment, and the file goes back to its owner when the work is done. It is never shared.

Practical AI

AI takes the rote work off the table so the people can spend their time on strategy, improvement and profit. It drafts, summarizes and cross-checks. The numbers come from code, and client data that needs a language model stays on local models, not in a public cloud service. How I think about AI, and how I use it.

Fractional CMO

Senior marketing leadership for B2C companies where the CEO has outgrown disconnected vendors and needs one person to connect the strategy, the analytics, the specialist execution and the measurement. Data analytics, strategy and planning I do myself. The channels are carried out by specialists working from one plan, and results feed back into the next decision.

The best plan is only as good as the people who carry it out. If your current vendors are good, I'd rather work with them than replace them, and most of the time that's what happens. When one isn't up to the work, I'll tell you plainly, tell you why, and show you the numbers behind it. I keep a bench of direct mail, radio, television, digital and creative partners I've worked with for years, so a change, when it's needed, doesn't cost you a search.

Specialist areaImplementation coordinated through the plan
Traditional mediaTV, radio, cable, outdoor, transit, airports, sports marketing and local market buying.
DigitalGoogle, Bing, Meta, email, native, display, CTV and streaming, programmatic and audience reinforcement.
Tracking and landing pagesCall attribution, tags, analytics, CRM signal flow, API handoffs and the conversion path.
Direct mailFiles, hygiene, segmentation, suppression, mailshop, printing, postal logistics, coding and response analysis.
CreativeTV, radio, mail, digital, CTV, display, landing pages, email, outdoor and sales support.

The work depends on more than buying media. Lead handling, CRM definitions, customer matching, creative and offer testing, retention and operational capacity all affect the result. The owner should be able to see the priority, who is responsible for the next action, what data will come back, and how the outcome changes the next round of work.

The value is the senior judgment that makes offline and online media work as one system, and the willingness to be measured on the result.

A position on AI

Three kinds of businesses. I work with one of them.

The first doesn't use AI and has no interest in it. That's most companies. They'll be fine for a while, and then they'll be competing against people who reconcile a month of call logs against the CRM in an hour and test ten offers in the time it used to take to write one. Being left behind doesn't announce itself. It shows up as a competitor who is somehow always a step ahead. Even so, this group is in better shape than the next one.

The second uses whatever tool somebody told them was amazing. Unvetted, unmeasured, and sometimes wired straight into the customer file. I watched a client let an AI scheduling tool book web appointments that then canceled at 95 to 100 percent for three months before anyone noticed. The tool was doing exactly what it had been set up to do. Nobody was checking. Every one of those appointments had been paid for in media, and fewer than four in a hundred ever rebooked. The case history above has the numbers. This group is smaller than the first but growing fast, and in most cases the mistakes cost more than doing nothing would have. The first group is standing still. The second is moving backward and paying for the privilege.

The third uses AI the way a good shop uses any new tool. Inside a plan, with a person who checks the work, and with the customer data kept where it belongs. This group is the smallest. It's the one I work with, and the one I help the other two become.

How I use it

AI drafts, summarizes, cross-checks and does the rote work. The first pass on a document. The read through ten thousand search terms. The reformatting of a file that would otherwise eat an afternoon. The numbers come from code, and every figure on a page traces back to a row in a table. AI reads the table. It doesn't make it.

The way I think about it is the station affidavit. A TV station tells you what aired. You believe them, mostly, and you still reconcile it against the post-log before you pay the invoice. AI output gets the same treatment. Useful, usually right, never accepted without a check against the source.

Client data that needs a language model runs on local models in an air-gapped or semi-air-gapped environment. Nothing with a customer's name in it goes to a public cloud service. Sensitive fields are classified, access is limited, and identifiers are hashed where they can be.

A lot of businesses are moving everything to the cloud at the same moment AI models are making old vulnerabilities easy to find. For a small or mid-sized company, the safer path is often the older one. Keep the customer file on premises, run the language model locally, and let the AI direct the code rather than touch the data. Telling a tool to use DuckDB, Polars and Python to analyze a table is fine. Pasting the table into a twenty-dollar chatbot and expecting it to run the business is not.

What that means for working together

I don't take on the cleanup of an AI tool nobody vetted, and I don't work by hand beside someone who won't use the tools at all. Done properly, AI takes hours of tactical work off a team every week so the people can spend that time on strategy, improvement and profit instead of rote work. That's the whole point of it. Not to replace judgment, but to make room for it.

Client fit and economics

Where the relationship makes sense

The business needs enough opportunity, data and decision authority for senior marketing leadership to pay for itself.

The work only pays off when four things are true.

  • You have data. It doesn't need to be clean or organized. It needs to exist.
  • A decision maker is in the room. The owner, CEO or head of marketing who can say "do that by Monday." Findings routed through a coordinator who needs three approvals become shelf help.
  • You know your own business well enough to tell me when a finding doesn't surprise you, and when it does.
  • You'll hear an uncomfortable answer. If the report needs to confirm what you already believe, or a long-time vendor gets the final word over the numbers, I'm the wrong firm.

I can build dashboards till the cows come home. But dashboards are for people who already know what question to ask, or think they do. Most clients hire me because they don't yet, or because they have part of the picture and know there's exponential growth in understanding the rest of it. What they need is the answer and the one action that follows from it.

10 to 15%Of the net profit the work adds. You keep the rest
$50,000Annual floor. Engagements rarely run above $200,000
TenClients at most. I usually run at eight so there's room for a good one

I spend your marketing budget the way I'd spend my own, and I get paid out of what that adds. I look at gross sales and gross profit before I got involved and after. You have the capital at risk and run the business every day, so you keep most of the money. If a plan adds a million dollars of net profit, I'm worth about a hundred thousand of it. That math usually works for a business doing $5 million to $50 million or more a year, and for a company weighing a $300,000 to $350,000 full-time CMO it's another way to get the same seniority. Scope and fees are set in the engagement agreement, and the proof of concept costs nothing.

When this is not the right model

I'm not a list broker and not a B2B prospect-list shop. Startups and microbusinesses are usually not a fit. If you believe you still want to talk, reach out, but my minimums are likely to be cost prohibitive unless you have very good funding. The relationship also requires access to the decision maker and a willingness to repair the measurement and operating problems the work uncovers.

Starting the work

How the engagement starts

Begin with the economics, the data on hand, and the places where the owner suspects money is leaking.

  1. 01
    Fit conversationThirty minutes on revenue, margins, marketing spend, available data, decision authority, suspected waste and likely upside. Enough to know whether a serious engagement makes sense.
  2. 02
    Intelligence auditYou send what you have. Data receipt and reconstruction takes one to three days. Analysis takes three to seven. Deliverables take one to two more. The audit covers media, vendors, tracking, CRM, landing pages, customer data, reporting, privacy practices and sales-process handoffs, and it separates what the evidence supports from what can't yet be known.
  3. 03
    Opportunity mapThe largest profit leaks, the most useful repairs, high-value tests, gaps in the specialist team, and the infrastructure needed to measure progress, in an order the business can act on.
  4. 04
    90-day action planFix the foundation, align vendors, run the agreed tests and measure real outcomes. Findings go to the person who can move budget this week. Some engagements end here. Others turn into an ongoing fractional CMO role.

Or start with a proof of concept at no cost

If you qualify, the first engagement can be a back-test on your own mail history, and you don't pay for it. You send two files, the mail file for prior years and the orders those mailings produced. I build the model on the earlier years, lock the rules, score the newest file blind, and only then do you send the sales. You match them on your side. The result is a number you measured yourself.

A mutual NDA and a short written agreement come first. Files travel encrypted. Every delivered file carries a fingerprint so nobody can say the scores were tuned after the sales arrived. If you decide not to go forward, every copy of your data is deleted and you get that in writing.

Read how a typical proof of concept runs, start to finish, in nine weeks.

What to bring to the conversation

The business economics, current marketing spend, the customer and sales data available, and the main questions you need answered. Which channels deserve more money. Where leads stop turning into sales. Whether the current reports tell the same story as the business results.

Founder

About Ben Morris

Traditional media, digital marketing, data analytics, CRM, attribution and practical AI, connected at the level of the business owner.

I started in media at fifteen, working the overnight shift at an FM radio station that had been signing off at midnight. I talked the owners into letting me play records until dawn instead. Everything since has been some version of the same pitch, backed by better data.

1975 to 1983
Radio. Overnights, music director, jazz and R&B shifts, and a stretch promoting concerts, including Stevie Ray Vaughan, John Mayall, Jerry Seinfeld, Jay Leno, Delbert McClinton, R.E.M. and more.
1982
Graduated from the University of Texas at Austin in film theory and co-founded an advertising agency with two partners out of radio and television. Radio commercials were the core product until we worked out that the money was in the media buy.
1980s and 1990s
Learned to buy television, cable, newspaper and outdoor. Grew from nightclubs and local retail to regional accounts, then national campaigns for Fortune 500 clients. Direct response work from 1-900 numbers to long-form TV.
2000s
Moved the agency into search and display while the partners wanted to stay in broadcast. Started building statistical models and segmentation for direct mail and media planning.
2009
Built a bid strategy platform for paid search by keyword, geography and bid price, applied to the millions of impressions even a modest campaign produces.
2015
Bought out the last partner and turned fully toward digital and analytics. Kristalytics became the home for the modeling and measurement work.
Today
Scoring and matchback for direct mail programs that mail more than 30 million pieces a year, media audits across broadcast and digital, and fractional CMO work for B2C companies in home improvement, nutritional supplements and financial services.

Every one of those transitions was supposed to end the business. Each one just moved where the money was, and the job was to notice early and move with it.

Categories over the years are a cross-section of consumer marketing. Quick-service restaurants, national franchise systems, automotive, home builders, financial services, travel, education, ecommerce, supplements, windows and doors, HVAC and remodeling.

The tools are Alteryx, Python, Polars and DuckDB for data work at the scale of hundreds of millions of rows, with semi-air-gapped and air-gapped local LLMs. Every major audit is checked by a second independent pass before it goes to a client.

I carry errors and omissions and professional liability coverage with a claim-free record, and I work under written data handling terms with every client. I have spent a good part of the last two years on state privacy laws, because the clients I work with are subject to them and so is the work I do for them.

Start a conversation.

Contact

On not advertising

The irony isn't lost on me. I've spent my career helping companies advertise, and I don't advertise myself. The reason is that selling to consumers and selling to businesses don't work the same way. For a consumer brand, marketing is how you find buyers, and it's worth every dollar spent well. For a practice like this one, marketing mostly attracts people hoping somebody has found a way to make money come out of the USB port on its own. It's never that easy. It's also not out of reach, and the work is more enjoyable than it sounds, watching dirty data get clean and start showing clear patterns and clear next moves that pay.

The specialists I'd want for myself, in medicine, law, accounting or architecture, aren't the ones with the best search rankings. They have enough work from the people they've already helped. That's the practice I've built, and it's why most of the people who email me were sent by someone I've already worked with.

Reaching me

If you believe I can help you, email me with the type of business you run, a rough sense of marketing spend and the problem you want solved. I'll reply and we'll set a time to talk.

ben@kristalytics.com
MQ&K ADV INC dba Kristalytics
P.O. Box 1045, 125 S. King St. Ste 2A
Jackson, WY 83001-1045

Privacy

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Questions about this statement go to ben@kristalytics.com. Last reviewed October 26, 2026.