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A CMO's Guide To Winning Over Your CFO
In less than 30 days, we completely evaluate your marketing from the inside out and give you a score based on our custom, comprehensive scoring system that will show us exactly where your money is getting lost.
From there, we can either turn it over to you to make the changes you need or we can partner with you to train your teams, set up new tech, and overhaul your marketing strategy.
WHAT WE DO
In less than 30 days, we completely evaluate your marketing from the inside out and give you a score based on our custom, comprehensive scoring system that will show us exactly where your money is getting lost.
From there, we can either turn it over to you to make the changes you need or we can partner with you to train your teams, set up new tech, and overhaul your marketing strategy.
BRANDS WE’VE WORKED WITH
Do you have the right tools in place?
Use AI and automation to drive down costs while improving results.
Ensure your KPIs are aligned with your financial goals.
Audit your tech investments: email, social, lead management, and analytics.
Technology Optimization
Do you have the right people in place?
Use AI and automation to drive down costs while improving results.
Ensure your KPIs are aligned with your financial goals.
Audit your tech investments: email, social, lead management, and analytics.
Talent Evaluation
Do you have the right strategies in place?
Use AI and automation to drive down costs while improving results.
Ensure your KPIs are aligned with your financial goals.
Audit your tech investments: email, social, lead management, and analytics.
Tactical Efficiency
The Three T'S
Our approach to building a good marketing strategy is focused on three key places
Our Approach
Inefficient Systems: We lack streamlined workflows and cohesive tech stacks, causing inefficiencies in our marketing operations.
Siloed Data: Disconnected platforms make it hard to get a clear, data-driven view of marketing performance.
Inability to Scale: We struggle to deliver personalized marketing at scale, leading to lower engagement and conversions.
Overwhelmed Teams: Our internal marketing team is burdened by day-to-day operations across multiple channels, reducing our capacity for innovation.
Unclear ROI: We struggle to produce measurable results or justify marketing expenditures to our CFO and leadership teams.
Outdated Strategies: We are stuck using outdated tactics that no longer align with industry trends or customer behaviors.
Do These Struggles Sound Familiar?
These are the problems we get right to the heart of—so you can streamline, scale, and drive real growth.
Direct results from optimized marketing efforts that impact the company’s bottom line.
The ability to measure team and campaign success, ensuring they are meeting and exceeding expectations.
A seamless and efficient marketing team that can handle operations without bottlenecks.
Imagine this...
Done-For-You Marketing
Our full-service marketing agency is equipped to execute all the strategies we recommend.
Team Implementation
We work with your existing marketing teams and agencies to implement strategies and generate real results.
We Make Sure It Gets Done
We’re not just consultants handing out advice—we know how to execute everything we recommend. It makes a difference when you’ve done the work yourself, and that’s exactly what we do.

Check Point
A follow up assessment to see how our strategies are working and assess any needed pivots or changes
Custom scoring based on Technology, Team, and Tactics (300-point system)

Review Roadmap
Presentation of findings to leadership team
Detailed action plan for implementing recommendations

Implementation
90-day tactical marketing plan with either our agency providing services or working with your internal team to set everything in place
Custom scoring based on Technology, Team, and Tactics (300-point system)

Comprehensive Audit
Comprehensive 30-day evaluation of marketing operations
Custom scoring based on Technology, Team, and Tactics (300-point system)

Comprehensive Audit
Comprehensive 30-day evaluation of marketing operations
Custom scoring based on Technology, Team, and Tactics (300-point system)

Review Roadmap
Presentation of findings to leadership team
Detailed action plan for implementing recommendations

Implementation
90-day tactical marketing plan with either our agency providing services or working with your internal team to set everything in place
Custom scoring based on Technology, Team, and Tactics (300-point system)

Check Point
A follow up assessment to see how our strategies are working and assess any needed pivots or changes
Custom scoring based on Technology, Team, and Tactics (300-point system)
So how does it work?


We prioritize long-term partnerships, always keeping the future success of your company at the forefront. When we began our collaboration, the goal was to expand and acquire new locations. We developed a targeted marketing strategy, introducing them to new platforms and crafting comprehensive B2B and B2C marketing strategies. Today, they’ve grown to 38 locations statewide, with a strong digital presence and fully booked providers.
Or our work with one of the largest dermatology
groups in California...





They had little to no internal marketing infrastructure and needed scalable systems to attract both new patients and top-tier doctors. We redesigned their website for better user experience and conversion, launched highly effective Google Search campaigns that significantly boosted traffic and patient inquiries, and implemented streamlined acquisition funnels. As a result, they’ve grown to over 100 doctors while maintaining a cost-effective and reliable stream of new patients each month.
Let's look at our work with one of the largest psychiatric practices on the West Coast...