Method

Level Set

The starting point for our Trusted Method is a unique Marketing Performance Audit & 90 Day Roadmap.
We audit what’s broken and identify what’s untapped but high-potential.

Estimated timeline: 4 weeks, with insights shared on a weekly basis

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What it delivers for your team: Clarity, confidence, and momentum. Your team leaves with validated priorities, immediate fixes underway, and a 90-day roadmap you can execute internally or hand to us to run.

We evaluate:

Messaging + POV gaps
Funnel health + pipeline blockers
Content and asset leverage opportunities
Paid + lifecycle + SEO/AEO
Operational + resourcing gaps
AI opportunities for acceleration
Competitor + positioning quick hits - maybe
Reporting visibility gaps

We fix the problems we find:

Fix a failing nurture sequence
Rewrite a key message on the homepage
Build a better-performing offer
Patch a paid acquisition leak
Stand up an AEO fix

We develop a 90-day plan we can operate for you or you can execute yourself:

Prioritized initiatives
Timelines
Resource requirements
Expected impact
Where AI can accelerate performance
A recommendation for how Trusted CMO can support you across Launch, Lead, and Level Up

Launch

In less than 90 days, lay the foundation for a new program or correct broken ones.

Estimated timeline: 3 months

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What it delivers for your team: Build momentum that’s contagious and trust that unlocks budget and belief, without waiting for headcount.

We execute the 90-day roadmap:

Implement the prioritized initiatives identified in the Marketing Performance Audit.
Fix immediate gaps in messaging, content, paid, lifecycle, SEO/AEO, and operations
Track progress with dashboards and KPIs

We build momentum & deliver early wins:

Run AI-powered experiments for quick wins
Deliver short-term pipeline lift or engagement improvements
Apply operational fixes for smoother execution that demonstrate impact and build marketing credibility

We plan smartest next steps:

Recommend AI adoption to scale winning programs
Build a resource plan for growth areas
Identify high-value initiatives beyond 90 days, if desired, for the Lead phase

Lead

Forget fractional leaders who only consult and advise. When we lead programs or functions, we take responsibility for outcomes for as long as you need us.

Estimated timeline: Monthly retainer, 3 months minimum

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What it delivers for your team: We provide an experienced operator who can own a program, backed by the support they need to have outsized impact. We build momentum even when you’re under pressure or understaffed, or both.

We manage programs and integrate with your team:

Take ownership of programs beyond initial 90 days
Manage campaigns, content, paid media, lifecycle, outbound, AI initiatives and the vendor relationships that support them
Continually improve messaging, targeting, and cross-functional alignment

We own outcomes and continually improve them:

Measure and report KPIs, develop new dashboards where they’re missing
Iterate campaigns with stakeholders and resolve operational friction
Provide insights and enablement to strengthen cross-functional team performance

We evaluate and extend best-performing programs:

Expand best-performing initiatives
Recommend new opportunities for pipeline growth
Maintain performance while preparing for transition to Level Up teams

Level Up

When we wrap up our work with you, the role, systems, and playbooks necessary for it to succeed are ready.
Expect a clean handoff with high momentum and no time tax.

Estimated timeline: 4–8 weeks

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What it delivers for your team: Said simply, we leave things better than we found them. We’re known for rigorous knowledge transfer and true ownership handoff with zero loss of momentum. Whether it’s a new hire we helped recruit or an existing team stepping up, they inherit systems, context, and clarity so high-impact work never skips a beat.

We document all program & systems:

Our leave-behind documentation is legendary! We document playbooks, workflows, and SOPs so the inheriting team or leader is set from day one.
We finalize dashboards, reporting, and AI processes
We document post-launch optimizations, learnings, and recommendations

We enable your team:

We onboard internal teams or a new hires on programs and systems, including warm hand-offs with vendors and partners we’ve worked with
We ensure AI tools and workflows are fully adopted
We align impacted teams to de-risk change impacting in-flight programs

We leave you ready to run:

Ownership is clear—who runs what, how, and why
High-performing programs continue without interruption
New leaders or hires step in with confidence, not guesswork
Your team has the context, systems, and judgment to keep improving outcomes
You’re set up to scale what works, without re-learning hard lessons

Tap the capacity and capabilities you most need, now.

Pick your starting place.

Take our assessment

Forged in execution, designed to deliver

Level Set

Launch

Lead

Level Up

Tap the capacity and capabilities you most need, now.