Our ultimate goal is to build marketing expertise and capability within your organization. We get up to speed quickly, analyze your unique needs, and create the resources to get you where you want to be as efficiently as possible.

We keep things simple and focused with the following three-step collaborative process:



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Develop the Marketing Strategy

  • Develop strategic marketing plan

  • Prioritize a few projects

  • Develop roadmap

Begin Implementing

  • Begin implementing priorities

  • Review results & evolve plans

  • Build internal capability

Transition & Mentor

  • Recommend “next level” resource needs

  • Transition to ongoing resource

  • Advise and mentor new team

We start by reviewing your current business plans, marketing activities and resources so we can quickly establish a goal and identify challenges we might encounter along the way.

Step 1: Develop the Marketing Strategy

The most important thing about a strategic marketing plan is that it is aligned to the business plan and priorities. Many clients have cited that they conduct “random acts of marketing,” mainly because the plan is not linked to the business goals. Marketing is often difficult to measure, and impossible to measure when it’s not related to the business.

Step 2: Begin Implementing

We'll work with your team to implement the plan. We have simple tools and processes that we will teach to your team. The goal is for your resources to take over the implementation so you have the capability internally. If you are not ready for this step, the CMO-OnLoan team will implement the projects for you.

Step 3: Transition & Mentor

Together, we'll review the results and recommend your “next level” of marketing support, including the type of resources and budget. We will outline the organization and roles we believe you need. We will help you with the role descriptions so you can bring on the right resource for your needs.

Many clients often want us to mentor the new team members for a period of time. Some ask us to develop the annual strategic plan or continue providing strategic analysis and recommendations. These are some of our favorite projects, when the organization is reaching for new opportunities with the confidence that the day-to-day plans are being implemented by their team!