Audit the team structure and workflows
Mapped every person's responsibilities, tools, and handoff points. Found that the 8-person marketing team was spending 70% of their time on internal requests and reactive tasks, leaving almost no capacity for proactive campaigns.
Restructure roles and priorities
Redesigned the team structure to separate demand generation from sales support. Created a request intake process that eliminated the constant interruptions and gave the team protected time for high-impact work.
Implement a campaign planning framework
Introduced a structured campaign planning process with briefs, timelines, and approval gates. Replaced the informal, ad-hoc approach with a repeatable system the team could run independently.
Align marketing metrics to pipeline
Connected marketing activity directly to sales pipeline using proper attribution and CRM integration. The team could now prove which campaigns were actually generating revenue, not just leads.
Build sustainable momentum
Established a weekly team cadence, monthly performance reviews, and quarterly planning cycles. The team went from reactive order-takers to a proactive growth engine in 90 days.
