Our marketing plans and team bonuses are all driven by ROAS and results.

We use transparent communications and tell the truth using data. We remove the touchy-feely, Mad Men sales approach that most marketers use when presenting recommendations to executive management.

We use tech-based agile processes to avoid bureaucracy. Period.

We integrate proven organizational methodologies based on the work of Peter Senge (author of the Fifth Discipline), whom we’ve worked with closely.

We’re different.


WHAT WE GRADE

Build shareholder value by measuring performance.

Strategy, Data, & Usable Analytics


ROAS Modeling

Source(s) of Marketing Data and Integration with Financial Data Sources

Sales Team Rating of Lead Generation Efficiency and Effectiveness 

Identification Process of Strategic Objectives

10 Other Points

MarTech Stack & Consumer Experience


Scalability of Content/Content Reuse Strategy

Optimization Strategy (channel level)

Real-Time Quantitative and Qualitative Data Analysis

Maturity of Pattern Library and Style Guide

User Experience/Customer Experience Process Analysis

15 Other Points

Budgets & Forecasting


Budget to Actual Process and Resolution

Budget Model and Assumptions

Media Buying Mix by Chanel + Campaign

Corporate Alignment of Financial Data Used

10 other KPIs

Creative Agility & Content Engagement


Time Clock Effort

Social Media Optimization

Creative Brief Assessment

Project Prioritization Process 

20+ KPIs 

Media Buying, Sponsorships, & Events


Use of Programmatic Media Buying with Traditional Channels

Sponsorship + Community Support Expense/Customer Acquisition or Retention

Use of Modern Tracking Techniques

Evaluation Process for New Media 

10 Other KPIs

Project Management & Marketing Ops


Tool Used for Project Management 

Project Management Processes

Percentage of On-Time Projects compared to SLAs

Use of Third-Party Vendors (agency, printshop, media buyers, etc.) and Value Realization

10 Other KPIs

The Most Overlooked Area: Organizational Structure, Leadership, & Compensation


Job Descriptions and Performance Metrics

Salary Bands

Percentage of Leadership with Startup Experience 

HR Recruiting Process

10 Other KPIs


COMPANIES WE’VE WORKED WITH

Accenture

PwC

Blue Cross Blue Shield

Guaranteed Rate

Master Card 

Panduit

Yesmail

InfoUSA/DataAxle

Garda

HighTower

Best Buy

Giftbar.com

McDonalds

Abbivee

Wintrust

Sample Questions We Grade

What’s the timing to implement your plan for browsers dropping their support of third-party cookies?


What are the CPA, LTV, and ROAS for your top marketing campaigns? 


What is the relationship between the CMO and CFO in your company? What is your Current Budget to Actual for each GL? 


What is the relationship between the CMO and CIO/CTO in your company? What percent of IT-related marketing projects are on time? When is marketing brought in to assist on IT projects?


How quickly can your creative team update an existing multi-channel campaign to meet changing market conditions?

NOTE: must consist of email, search ads, flyers, postcards, landing pages, and other mission-critical channels.


An exciting vendor offering a new digital channel (highly recommended by three friends, all of whom work in marketing at Fortune 100 companies) comes to your office to present. Their value proposition looks enticing, but they can’t quantify the impact of their services. How do you proceed? 


What percent of your creative staff come into the office? 


If your marketing team had to give up either email marketing or social media, which would they give up?



WHAT YOU GET

Measure your performance with power.

The Books We Live By

CONNECT WITH US

The road to your high-performing marketing team starts with a single step. Give us 10 minutes. That’s all we need.