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How we work

Diagnose first.
Build second.

The fastest way to waste money in marketing is to prescribe the solution before understanding the problem.

CMO + TEAM begins by understanding the business. Not just the marketing department.

01

Diagnose

Understand the business before prescribing the solution.

The objective is not to produce a giant presentation. It is to determine where marketing can materially improve the business.

01Business model
02Growth objectives
03Customer economics
04Market + competition
05Customers + positioning
06Sales process + funnel
07Channels + current performance
08Team, agencies + technology
09Data + measurement

02

Build the growth plan

Translate findings into priorities.

Strategy should force choices. If everything is a priority, nothing is.

01What needs to change
02What should stop
03Immediate opportunities
04Strategic initiatives
05Capability requirements
06KPIs
07Sequencing
08Investment implications

03

Assemble the team

Determine who actually needs to do the work.

The answer is not automatically “hire more people.” The answer is to build the right capability around the business.

01Existing employees
02New hires
03Specialist contractors
04Agencies
05Technology
06CMO + TEAM resources

04

Lead + execute

Senior leadership remains accountable for connecting the work.

The CMO should not disappear after delivering the strategy deck. The work needs a leader who can keep decisions, people and performance connected.

01Set priorities
02Manage specialists
03Align sales + leadership
04Review performance
05Solve problems
06Make tradeoffs
07Maintain strategic coherence

05

Measure + adapt

Measure the business outcomes that matter. Then adjust.

Marketing strategy is not static. The scorecard changes with the business, but the discipline of learning and acting remains.

01Revenue
02Pipeline
03CAC
04Conversion
05Retention + expansion
06Sales velocity
07Partner productivity
08Market penetration
09Unit economics

Inside the diagnostic

What actually happens during a diagnostic?

A diagnostic may examine the business, market, customer, position, demand system, sales process, organization and technology. The objective is not documentation for its own sake. It is enough information to make useful decisions.

Business

  • Revenue model
  • Growth targets
  • Economics
  • Strategic priorities
  • Board / investor expectations

Market

  • Category
  • Competitors
  • Market growth
  • Substitutes
  • Customer trends

Customer

  • Segments
  • ICP
  • Economics
  • Buying behavior
  • Retention
  • Expansion

Position

  • Differentiation
  • Messaging
  • Brand
  • Sales story

Demand

  • Channels
  • Spend
  • Pipeline
  • Conversion
  • CAC
  • Attribution

Sales

  • Funnel
  • Handoff
  • Process
  • Conversion
  • Enablement

Organization

  • Roles
  • Leadership
  • Agencies
  • Skills
  • Capacity

Technology

  • CRM
  • Automation
  • Analytics
  • Web
  • Data

What we may ask for

Depending on the business, useful inputs may include:

Financial planSales dataCRM reportsCustomer dataPipelineChannel performanceCurrent marketing planAgency scopesTechnology stackCustomer researchWin / loss informationSales materialsBoard / investor priorities

What comes out

The diagnostic should produce clarity around:

  • Current state
  • Growth constraints
  • Immediate issues
  • Strategic opportunities
  • Capability gaps
  • Recommended priorities
  • Measurement
  • Investment implications
  • Sequencing
See the Growth Constraint Diagnostic

Need the diagnosis first?

Start with the $2,500 Marketing Assessment.

A fixed-scope, independent view of the commercial and marketing system. No ongoing engagement required.

See the assessment

Ready to apply this model to your business?

Explore representative engagements
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