BUD_PROTOCOL_04 // PROTOCOL_SPEC
Quarterly Capital Rebalance
A quarterly operating cadence that reallocates spend like capital—based on yield, lift, and velocity—so budget follows provable revenue impact.
Quarterly Budgeting Should Work Like Portfolio Management
Annual allocations lock spend into outdated assumptions. This protocol formalizes a quarterly rebalance that increases funding for proven lift and cuts programs that don’t move revenue. It moves the conversation from 'what did we spend?' to 'where should we invest next?'
CORE FAILURE MODES
- ✕ Budgets remain static while the competitive market and buyer intent shift
- ✕ Teams keep funding underperforming channels because 'it was in the annual plan'
- ✕ Revenue leadership lacks a repeatable, data-backed method for reallocation decisions
Capital Rebalance Logic
QUARTERLY INPUTS
Yield Score by Segment/Channel
Velocity Acceleration Deltas
Win-Rate + ACV Lift Outcomes
Stagnation Rates & Recovery Success
Spend Mix by Channel and Stage
→
REBALANCE OUTPUT
Quarterly Allocation Decision
Logic: Scale Winners + Cut Losers + Fund Experiments → New Spend Mix
PLATFORM ON (Exec QBR + Dashboard)
We produce an executive-ready quarterly rebalance dashboard with automated recommendations and scenario planning based on trailing 90-day performance.
Decision: Shift 20% from low-yield Search → Tier 1 Proof + CTV Executive Layer
PLATFORM OFF (Rebalance Pack)
We deliver a structured quarterly rebalance pack with ranked investment recommendations and a formal decision log for the C-suite.
Pack: Performance Matrix → Reallocation Plan → Next-Quarter Experiment Backlog
Artifacts You Receive
- ✓Quarterly Rebalance Framework & Cadence
- ✓Portfolio Allocation Table (Scale/Hold/Cut)
- ✓Budget Scenario Planning Worksheet
- ✓Decision Log & Governance Audit Notes
Implementation Steps
WK 1
Compile trailing quarterly results: Revenue Yield, Velocity Delta, and Win-Rate Lift.
WK 2
Rank all active programs and define Scale/Cut thresholds based on the Yield Score.
WK 3
Finalize the new spend mix and publish investment guardrails for the upcoming quarter.