WHAT WE DO
CMO Advisory
For The CMO Who Answers Up
Board meetings. CFO scrutiny. AI mandates without the authority to match. The CMO role has never carried more accountability with less structural support. This is where we work.
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This Is Not For Everyone
The CMO Advisory is designed for a specific kind of marketing leader — one who is already operating at a high level and needs a private, senior-level partner who understands the organizational, political, and governance dimensions of the role.
✅ CMO, VP of Marketing or Head of Marketing: You are a CMO, VP of Marketing, or Head of Marketing in an organization of 250 to 2,500 people - where the marketing function is complex enough that informal operating models have started to break down.
✅ You report to a CEO, CFO, or board that expects marketing to be accountable, measurable, and clearly governed - and you're not yet confident you can walk into that conversation with the clarity it requires.
✅ You have inherited a marketing organization on word-of-mouth or a marketing tech stack - that you didn't build, and you need to understand what you're actually accountable for before something surfaces you weren't expecting. traditional sales methods.
✅ Navigating AI Adoption across your marketing function, and you don't yet have a governance structure that makes that adoption controlled, documented, and safe to scale. against larger, more well-known brands.
What The Advisory Actually Looks Like
Every engagement begins with a governance diagnostic - a structured assessment of where your marketing decision model holds and where it doesn't.
This is not a generic audit. It is a precise mapping of the specific gaps between what your organization is accountable for and what it's actually structured to deliver.
This typically includes some combination of the following:
Decision Architecture
✔ Mapping who owns what decisions, at what level, and authority.
✔ Establishing the governance layer that makes delegation real and escalation rare.
AI Governance Framework
✔ Building the operating structure around how AI is used inside your marketing organization
✔ Which tools are approved, what data can be used, who reviews outputs
✔ How accountability is documented before something goes wrong.
Board & C-Suite Prep
✔ Helping you walk into leadership conversations with the framing, language, and documented architecture that shifts the conversation from justifying marketing spend to demonstrating marketing structure.
Organizational Clarity
✔ Addressing the people and structure layer - role definition, decision rights across teams.
✔ Coordination models for on-shore and offshore functions, and the CoE structures that keep complex organizations aligned without constant escalation
THE PROCESS
Three Steps. One Direction
Every advisory engagement follows the same disciplined sequence, because governance clarity has to be built in the right order to hold.
01. The Governance Diagnostic
A structured assessment of where your marketing decision model holds and where it doesn't. We map decision ownership, AI usage, accountability gaps, and the structural misalignments that are creating the most pressure right now.
This is where every engagement begins - because you can't build the right structure without first seeing clearly what's broken.
Typical duration: 2 to 4 weeks
02. The Architecture
Based on what the diagnostic surfaces, we build the governance framework your organization actually needs - decision rights, AI guardrails, accountability structures, coordination models, and the operating clarity that makes everything downstream more manageable.
This is not a report. It is a working system your team can operate without you in the room.
Typical duration: 4 to 6 weeks
03. Enablement & Ongoing Advisory
The structure only holds if the people inside it know how to use it. We work with your team leads, functional chairs, and incoming leaders to embed the governance model into how the organization actually operates day to day.
For CMOs who want a sustained thinking partner beyond the formal engagement — ongoing advisory is available on a selective basis.
Ongoing — by invitation
