Process & Cost

How a utility actually gets built. And what it should cost.

Utility campaigns are not magic and not cheap. They are a 36-month commitment of thinking, building, distributing, and measuring — done with the discipline of product management, not the cadence of a campaign. This page is the honest version: how we do it, where the money goes, and the engagement models we offer.

Framework
6 steps
Horizon
36 months
Phases
Pilot · Build-out · Scale
Engagement
3 models
01 — The framework

Six steps. Each one easy to describe, difficult to execute well.

The same six-step framework we developed in our April 2026 utility marketing whitepaper, applied to every client engagement. Most brands fail at step 6 — they treat utilities as campaigns and shut them down before they compound. We don't.

STEP 01

Identify the job-to-be-done

Not the product job. The adjacent job — something your audience would pay a stranger to do. Charmin's job wasn't "sell toilet paper" but "help me manage bathroom moments." HubSpot's wasn't "sell CRM" but "help me market like a grown-up."

Discovery deliverable: a ranked list of 5–8 candidate jobs adjacent to your category, mapped to the buyer roles that have them.
STEP 02

Pick the utility type

Tool, calculator, diagnostic, dashboard, education, community, dataset, software, or experience. Match form to job and to where your audience already looks. Developers want docs and free APIs. SMB owners want educational video and certifications. Marketing heads want benchmarks and graders.

Output: a one-page utility brief — type, format, the audience job it solves, and the data it captures back.
STEP 03

Pass the Baer test

Jay Baer's question: "Would your audience pay for this if you charged?" If the answer is no, it's not utility marketing — it's branded content, and the ambition needs to reset. We Baer-test ruthlessly, and we will tell you when an idea isn't strong enough to ship.

Gate: if the candidate fails the test, we rework or kill it inside 90 days. No shipping for the sake of shipping.
STEP 04

Architect distribution & the return path

SEO metadata and schema so Google surfaces it. Statistics and citations baked into the output so LLMs cite it. LinkedIn-ready output the user wants to share. Email capture only after value delivery. Back-end feed into the CRM that enriches the prospect record. The utility is the marketing — but only if it's discoverable, shareable, and feeds the nurture engine.

Build: the utility ships with discovery layer, share layer, and CRM layer wired in from day one — never bolted on afterwards.
STEP 05

Measure with leading indicators

Not last-click. The right KPIs are MAU/WAU, time-to-first-value, repeat use, utility-to-MQL rate, LLM citation share, and pipeline influence on long-cycle deals. Attribution in utility marketing is always under-counted because the first touches are impossible to trace.

Dashboard: a live dashboard reconciling utility engagement to pipeline value, established before scale phase begins.
STEP 06

Sustain over a 36-month horizon

Whiteboard Friday ran for 18 years before it was considered a "proven" format. The Furrow is 130. Michelin Guide is 125. Quitting at 18 months is the single most common failure mode in utility marketing. Our minimum commitment is 36 months — and we plan the budget that way.

Cadence: monthly portfolio reviews, quarterly roadmap reviews, annual strategic review. A named owner who isn't reassigned during budget squeezes.
02 — The 36-month roadmap

Three phases. Each one earns the next.

We do not pitch a utility programme as a 36-month bet. We pitch it as three sequential 3-, 6-, and 27-month gates — each with explicit success criteria. Phase 1 has to prove the model before Phase 2 gets funded. Phase 2 has to scale before Phase 3 commits.

PHASE 01 · MONTHS 0–3

Pilot

Foundation + 2–3 pilot utilities

Ship pilots that prove the model with real users, real signups, and the first traceable pipeline touches. Designed so 1–2 can fail without killing the programme.

What ships
  • Foundation stack: hosting, auth, analytics, CRM integration
  • 2–3 pilot utilities, narrow scope
  • Discovery + share layer baked into each
Success criteria
  • 2,000+ unique users by month 3
  • 100+ MQLs generated
  • First pipeline touches traceable to utility use
PHASE 02 · MONTHS 3–9

Build-out

Portfolio expansion + first proprietary data asset

Expand from a 2–3 utility pilot into a 6–7 utility portfolio. Layer in the first benchmark dashboard built from anonymised Phase-1 data — the start of the proprietary moat.

What ships
  • 3–4 additional utilities across audiences
  • Industry benchmark dashboard (data-asset)
  • Distribution motion: video, LinkedIn, AEO depth
Success criteria
  • 10,000+ combined MAU
  • 500 MQLs per quarter
  • SQL conversion rate established and tracked
PHASE 03 · MONTHS 9–36

Scale

Category authority + compounding flywheel

Ship the long-horizon assets that define category leadership: certification track, flagship report, community programme, AEO depth across every sub-vertical. This is where utility moves from a programme to a moat.

What ships
  • Certification / academy programme
  • Annual flagship benchmark report
  • Community + event franchise
  • AEO depth across priority queries
Success criteria
  • 50,000+ combined MAU
  • 40%+ of won deals utility-touched
  • Cited by LLMs and trade press as a category reference
03 — Where the money actually goes

For utility, infrastructure dominates. Because the utility is the product.

In a paid-media budget, three quarters of every rupee buys impressions. In a utility budget, the split inverts — most of the spend goes into building the thing itself. This is the single biggest difference between paying an agency to run ads and paying an agency to build a utility.

Paid Media route

Most of the spend rents attention.

Media
75%
Comms / Creative
10%
Infrastructure
5%
Tracking / KPI
10%
When the budget stops, the reach stops. Each rupee buys a single impression with a fixed half-life. Useful for in-market demand capture; structurally limited for everything else.

Utility route

Most of the spend builds an asset.

Media
5%
Comms / Creative
20%
Infrastructure / Build
60%
Tracking / KPI
15%
When the budget stops, the asset remains — and continues compounding. Every rupee builds something that keeps working. Tracking is heavier than paid media because leading-indicator measurement is non-negotiable.

The shift, in one line

Paid media buys reach. Utility builds an asset that delivers reach.

This is why utility budgets look unusual on a finance line-item review. The "media" line goes down. The "infrastructure" and "tracking" lines go up. Anyone reviewing the proposal who is used to reading paid-media budgets will need a 10-minute conversation about what they're looking at. We always have that conversation upfront.

04 — Build vs Run, year on year

Year 1 is build-heavy. By Year 3, run dominates.

Within the utility envelope, the build-vs-run ratio shifts predictably across the 36-month horizon. Year 1 is engineering-heavy because there's nothing live yet. By Year 3, the earlier utilities are in market and compounding — most of the budget shifts into running, extending, and measuring them.

Year 1Build-heavy
Build · 65%
Run · 35%
Year 2Balanced
Build · 50%
Run · 50%
Year 3Run-heavy
Build · 40%
Run · 60%
Build = engineering, design, new utility shipping Run = maintenance, distribution, measurement, extension

The principle behind the shift is the DMFlow rule: fund preparedness only to the useful level — but the useful level rises with each utility that reaches scale. What Year 1 calls "build", Year 3 calls "run".

05 — Engagement models

Three ways to work together. Pick the one that fits the ambition.

There is no single right pricing model for utility work. The right one depends on how confident both sides are about pipeline impact, how strategic the utility is, and how much skin in the game makes sense for each party. We offer three.

MODEL 01

Project + Retainer

For ongoing partners ready to add utility to the existing engine.

We build the utility as a defined-scope project with a fixed deliverable, then run, extend, and measure it as part of an ongoing monthly retainer. The most common model — and the cleanest fit when utility is one of several routes in the marketing mix.

Suits clients who already have a working marketing operation and want to add utility as a compounding layer on top — without rebuilding everything from scratch.

Risk profile
Lowest
Fee shape
Build + monthly
Best for
Existing retainer clients
Commitment
12–36 months
MODEL 02

Productised — 90-day fixed price

For first-time builders who want a defined, capped pilot.

Utility-build-in-90-days, packaged as a fixed-price offering. Defined scope, defined timeline, defined deliverable — one shipped utility with full discovery layer, share layer, and CRM integration, ready to start compounding. No surprises on price.

The right starting point if you're piloting the utility-first thesis and want a clean, time-boxed test before deciding how much to invest beyond it.

Risk profile
Capped
Fee shape
Fixed price
Best for
First-time pilots
Commitment
90 days
MODEL 03

Revenue Share

For ambitious utilities where both sides bet on the upside.

For utilities with measurable pipeline impact, we take a lower upfront build fee in exchange for a share of pipeline value over 12–24 months. The most aligned model — both sides win when the utility works, both feel it when it doesn't.

Available only for utilities that pass our internal Baer test with high conviction, in categories where attribution to pipeline is cleanly trackable. Not a discount mechanism — a co-investment.

Risk profile
Shared
Fee shape
Lower build + share
Best for
High-confidence bets
Commitment
12–24 months
06 — Indicative cost ranges

An honest range. Every utility is different.

There is no list-price for a utility — scope of build, integration depth, distribution architecture, and ongoing run all move the number. Below are the ranges we typically operate in, by ambition tier. Real estimates always come after a Phase-0 discovery conversation.

Ambition tier What it is Build timeline Indicative range
Tier 1
Single utility pilot
One focused calculator, grader, or diagnostic. Discovery + share + CRM layers wired in. Not the full portfolio — a clean test of the model. 8–12 weeks Lower band
Tier 2
Phase-1 pilot programme
Three utilities + shared foundation stack + monthly run. The starting block for an organisation committing to the utility-first thesis. 3 months build · 9 months run Mid band
Tier 3
Full 36-month programme
The complete arc: pilot → build-out → scale. Includes the proprietary data asset, the certification track, and the annual flagship report. Category-leadership ambition. 36 months Upper band
Tier 4
Strategic partner-build
Co-built with the client's product team where the utility ships under their domain (not ours), with our engineering, design, and distribution layered in. Custom every time. Custom By scope
How we quote: we share specific numbers after a 30–60 minute discovery call where we understand the audience, the candidate jobs, the integration surface, and the realistic 36-month ambition. We never quote off a brief alone — too many critical variables sit below the surface, and quoting blind is how agencies overpromise and under-deliver. Calculate your cost before starting — that's the conversation we want to have.
07 — The honest version

What we will and won't promise.

Honesty is a TechShu commitment, not a marketing line. The list below is the version of utility marketing we believe in — and the kind of agency conversation we want to be in. If the items on the left list disqualify us as a partner, we are the wrong agency for you.

What we won't promise
  • That your utility will go viral.
  • Month-1 ROI on a 36-month asset.
  • Last-click attribution for every won deal.
  • That every utility we propose will ship — some will fail the Baer test and that's the system working.
  • To bill you for impressions instead of outcomes.
  • To pretend a campaign is a utility just to win the brief.
What we will commit to
  • A clear 36-month plan with named gates at each phase.
  • Leading-indicator measurement before scale, not after.
  • A co-creation model — your team in the room, not on the receiving end.
  • Telling you when an idea isn't strong enough to ship.
  • A named owner who isn't reassigned during budget squeezes.
  • Skin in the game — including a revenue-share model where it fits.

Want a cost estimate for your specific situation?

Tell us about your business and audience. We'll come back with three free, no-obligation utility ideas, the engagement model that fits, and a realistic cost range — before you spend a rupee on anything.