Step 1
Diagnose
We audit your funnel, martech, data, and team to find blockers.
Connect the strategy. Align the systems. Deliver the results.
Every engagement starts with a conversation about your goals and where growth feels stuck. From there we follow five steps, so strategy, systems, and execution stay connected from the first diagnosis to measured results. We shape each engagement around where you are today.
Step 2
Prioritize
We rank opportunities by revenue impact and effort to focus budget.
Step 3
Design
We map a roadmap linking operating model, martech, data, and AI.
Step 4
Activate
We lead execution and add the right specialists as needed.
Step 5
Optimize
We track results against revenue goals and scale what works.
Insights that inspire new projects or upgrades.
What happens at each step
Step 1
Diagnose
We find out what is really holding growth back.
- Conversations with leadership, sales, and marketing
- A review of funnel, pipeline, and performance data
- An audit of martech, data, and agency and vendor spend
- A read on team skills and capacity
What you get
A clear picture of where growth leaks, and why.
Step 2
Prioritize
We decide what to do first.
- Rank the opportunities by revenue impact and effort
- Match priorities to budget and capacity
- Agree on goals and the measures that will prove progress
What you get
A short, ranked list with owners and targets.
Step 3
Design
We shape the plan and the systems that carry it.
- Build a roadmap that links the operating model, martech, data, and AI
- Define roles, process, and handoffs
- Set budgets, timing, and milestones
What you get
A roadmap your team can run, with the decisions documented.
Step 4
Activate
We lead the work and bring in the right people.
- Lead execution, or work alongside your team
- Add specialists in technology, UX, data, and creative as the work needs them
- Manage agencies and vendors
- Keep stakeholders aligned
What you get
Programs in market, and a team that owns them.
Step 5
Optimize
We measure, learn, and scale what works.
- Track results against your revenue goals
- Test, refine, and shift budget toward what performs
- Report in the terms leadership cares about
What you get
Performance reporting and a plan for the next round.
A typical first 90 days
Plenty of engagements start with a turnaround or a launch that can't wait. Here is the shape a first 90 days often takes.
Days 1 to 30
Get clear
Leadership aligns on goals, we read the current state, and the priorities are ranked and owned.
- Diagnose
- Prioritize
Days 31 to 60
Get moving
The roadmap is set, the first quick wins go live, and the right specialists join the work.
- Design
- Activate
Days 61 to 90
Get results
Programs are in market, the first results are read, and the plan for the next quarter is ready.
- Activate
- Optimize
Lisa is a brilliant strategist who ignites change. She developed not only the vision but also the strategy and execution of what became a globally adopted upskilling program, and her direction helped our CPG teams deliver more powerful marketing insights.
Suzanne Rurode
President and CEO, global go-to-market executive. Senior leader at Nielsen.
Ways to work with us
Every engagement is shaped around your priorities, budget, and timing. Start with the model that fits where you are today, and add or change course as your needs evolve. We work the way that fits for you: remote, hybrid, or on site.
Strategic advisory
Best for leaders who need a fresh perspective before committing budget or direction
Expert assessment, prioritized recommendations, and a roadmap your team can execute.
Typically covers
- Diagnose
- Prioritize
- Design
Project execution
Best for a defined initiative with a clear scope that needs a skilled lead
We plan, staff, and manage the initiative from kickoff through launch, with clear owners and milestones.
Typically covers
- Design
- Activate
- Optimize
Embedded team support
Best for teams that need added bench capacity or skills they don't have in house
Specialists in martech, data, UX, and creative work alongside your team under your own leadership, then step away.
Typically covers
- Activate
- Optimize
On demand CMO or CGO
Best for companies without a full-time marketing or growth executive in place
A senior executive who joins your leadership team part-time or on an interim basis and owns the marketing and growth agenda.
Typically covers
- Diagnose
- Prioritize
- Design
- Activate
- Optimize
An extended team, ready when you need it
Every engagement is led by senior MarStrat leadership. Around that lead, we bring in proven specialists from our network when the work calls for them, so you get a cross-functional team without the cost of building one.
Technology and martech
CRM, marketing automation, analytics, and AI specialists who connect your systems and data so you can see what's working.
UX and digital experience
UX strategists, designers, and developers who turn customer insight into websites and digital experiences that convert.
Creative and content
Designers, writers, and content producers who bring your brand strategy to life across every channel.
How the model works
One senior lead stays accountable from strategy through results.
Specialists join for the work that needs them and step away when it's done.
The team scales from a single advisor to a full cross-functional group as your priorities change.
Where could better alignment unlock growth?
Let's discuss your business priorities and how strategy, operations, technology and execution could do more for you.
Start a conversation