Last updated: August 28, 2025 by John Vargo with the help of AI to be more comprehensive and informative.
Open PDF > 90-Day Executive Action Plan: Modern Marketing as a Revenue Engine
See companion article > The Executive’s Guide to Driving Revenue Growth Through Modern Marketing
1) Objectives & Outcomes
This 90-day plan converts marketing from a cost center into a measurable revenue driver. By Day 90 you will have:
- A board-approved Metrics Charter (pipeline contribution, CAC, LTV, ROI) with precise definitions and owners.
- An integrated, QA’d data foundation (CRM ↔ marketing automation ↔ attribution) and clean UTM/tracking.
- Hardwired sales–marketing alignment (shared KPIs, SLAs, monthly pipeline reviews).
- A live ABM pilot and AI-assisted scoring/personalization producing measurable pipeline and cycle-time gains.
- A board-ready Revenue Impact Report plus a scale plan for the next 2–3 quarters.
2) Roles & RACI
RACI is a simple roles & responsibilities model used to make ownership crystal-clear on any project.
R – Responsible: Does the work. There can be many Rs.
A – Accountable: Owns the outcome and signs off. There should be exactly one A per task.
C – Consulted: Gives input before decisions (two-way communication).
I – Informed: Kept in the loop after decisions (one-way updates).
Role Primary Responsibilities Key Decisions RACI
Role | Primary Responsibilities | Key Decisions | RACI |
CEO | Set growth targets, sponsor cadence, remove blockers | Approve Metrics Charter & reallocations | A |
CMO | Own plan, metrics, ABM, automation, content | SLA definitions, budget reallocation | R |
CRO | Co-own pipeline targets/forecast; sales process & cadences | Lead routing, qualification, sequences | R |
RevOps Lead | Data model, attribution, dashboards, pipeline hygiene | Attribution approach, dashboard spec | R |
Demand Gen Lead | Campaigns, ABM plays, nurture, testing | Channel mix, offers | R |
Sales Ops | Routing, territories, CRM config, enablement | Stage definitions, SLA instrumentation | R |
Data/Analytics | Tracking, QA, baselines, KPI monitoring | Data quality thresholds, anomaly handling | R |
Marketing Ops | MAP integration, automation build, UTM governance | Journey logic, scoring implementation | R |
IT/CRM Admin | Access, security, integrations | Integration timeline, APIs | C |
Finance | Budget control, ROI validation | Investment gates, efficiency targets | C |
3) Governance & Cadence
- Weekly (30 min) – Executive Pipeline Review (CMO/CRO/RevOps; CEO optional)
- Biweekly (45 min) – Data & Attribution QA (tracking gaps, completeness %, model drift)
- Monthly (60–90 min) – Board-Ready Readout (pipeline %, CAC/LTV/ROI, wins/learns, next bets)
- Daily (15 min, optional) – RevOps standup for cross-team blockers
4) KPIs, Formulas & Day 30/60/90 Targets
- KPI Definition / Formula Target Day 30 / 60 / 90 Notes
- Pipeline Contribution Marketing-influenced opps ÷ total opps × 100 Baseline → +10 pts → +15–20 pts Track sourced & influenced
- MQL→SQL Conversion SQL ÷ MQL × 100 Baseline → +15% → +25% SLAs + scoring + routing
- SLA Adherence (Speed-to-Lead) % leads contacted within X min/hr 70% → 90% → 95% Segment by channel
- Data Completeness % opps with source/UTM/stage dates 80% → 95% → 98% Gate stage progress
- Cycle Time (Stage Velocity) Avg days per stage & total cycle −5% → −12% → −20% ABM + enablement
- CAC (Sales + Marketing cost) ÷ new customers Baseline → −5% → −10–15% By segment/offer
- Marketing ROI (Revenue − Cost) ÷ Cost Baseline → +10% → +25% Finance tie-out
5) Week-by-Week Roadmap (90 Days)
Week 1: Kickoff & Success Definition
Objectives:
- Executive kickoff and scope
- Metrics Charter v0.9: definitions/formulas & owners for pipeline %, CAC, LTV, ROI
- Inventory systems, reports, fields, and gaps
Deliverables:
- Draft Metrics Charter
- System/Data Inventory & Gap List
Week 2: Baselines & Dashboard Spec
Objectives:
- Pull KPI baselines (last 4 quarters)
- Executive Dashboard Requirements: audiences, views, filters, drill-downs
- Finalize pipeline taxonomy & stage definitions
Deliverables:
- Baseline KPI Report
- Dashboard Spec v1.0
Week 3: Tracking & Data Audit
Objectives:
- Audit CRM/MAP tracking; UTM standards; lead source mapping
- Define required fields & validation rules
- Decide attribution model (position/time-decay/data-driven)
Deliverables:
- Data Model & Tracking Plan
- Attribution Decision
Week 4: Integration & QA
Objectives:
- Connect CRM ↔ MAP ↔ attribution; identity resolution rules
- Implement UTM/event tracking; QA checklist; first QA pass
- Stand up Dashboard v1 (read-only)
Deliverables:
- Integrated Data Map
- QA Checklist & First QA
- Dashboard v1
Week 5: Alignment & SLAs
Objectives:
- Define MQL/SQL/SAL; routing rules; handoff criteria
- Draft SLAs: speed-to-lead, follow-up depth, recycling
- Enablement one-pagers & training for BDR/AE
Deliverables:
- SLA Doc v1.0
- Routing Rules live in CRM
- Enablement Pack
Week 6: Scoring & Nurture Foundations
Objectives:
- Implement fit + engagement scoring v1 (heuristic); thresholds by segment
- Map nurture journeys by stage & ICP tier
- Content gap analysis for ABM
Deliverables:
- Lead Scoring v1
- Journey Maps
- Content Gap List
Week 7: ABM Pilot Prep
Objectives:
- Define ICP & tiering; select 50–100 target accounts (TAL)
- Build 1:1 / 1:few / 1:many plays & assets
- Sales–marketing orchestration calendar
Deliverables:
- Target Account List
- Playbooks & Asset List
- Orchestration Calendar
Week 8: AI POC & Automation Build
Objectives:
- AI scoring POC on historical data; define success metrics
- Personalization pilot (dynamic web/email for 1–2 segments)
- Build automation journeys; instrument experiment tracker
Deliverables:
- AI POC Results
- Personalization Pilot Plan
- Automation Journeys v1
Week 9: Launch Pilots & Instrumentation
Objectives:
- Launch ABM + AI pilots; align SDR/AE sequences
- Finalize Dashboard v2 with exec views & drill-downs
- Start weekly RevOps pipeline review
Deliverables:
- Pilot Launch Memo
- Dashboard v2 (Exec-ready)
- Weekly Review Agenda
Week 10: Early Optimization
Objectives:
- Analyze coverage/penetration, engagement, stage velocity
- Tighten SLAs, scoring thresholds, routing rules
- Scale winners; pause underperformers
Deliverables:
- Optimization Log
- SLA/Scoring Update
- Winning Offers Pack
Week 11: Scale & Efficiency
Objectives:
- Expand pilots to next ICP tier/region
- Finance tie-out on ROI/CAC; attribution sanity check
- Harden data QA & alerting
Deliverables:
- Scale Plan v1
- Finance-Verified ROI Snapshot
- QA Alerts Enabled
Week 12: Enablement & Change Management
Objectives:
- Refresh sales enablement; objections; customer stories
- Executive comms: results & next-phase plan
- Groom Q2 backlog (features, content, channels)
Deliverables:
- Enablement Kit v2
- Exec Comms Draft
- Q2 Backlog
Week 13: Day 90: Board Readout & Next-Quarter Plan
Objectives:
- Board Revenue Impact Report: pipeline %, CAC, ROI, ABM/AI lift
- Executive retrospective; scale-or-stop decisions
- Approve next-quarter budget reallocations
Deliverables:
- Board Report
- 90-Day Retrospective
- Q+1 Budget & Roadmap
6) Templates & Artifacts (Included in Scope)
- Metrics Charter (definitions, formulas, owners, reporting cadence)
- KPI Dictionary (field-level specs mapped to CRM/MAP)
- Executive Dashboard Spec (views, filters, drill-downs, ownership)
- SLA Document (MQL/SQL/SAL, speed-to-lead, follow-up standards)
- Routing Rules Matrix (by ICP tier, territory, segment)
- ABM Playbook (1:1 / 1:few / 1:many) + Orchestration Calendar
- AI Scoring POC Brief (inputs, success metrics, governance)
- Experiment Tracker (hypothesis → metric → result → next)
- Board Revenue Impact Report Outline (narrative + appendix)
7) Risks & Mitigations
- Data gaps / dirty data: Weekly QA; block stage progression on missing fields; automated alerts
- SLA non-compliance: Auto-alerts to managers; show adherence in weekly exec review; targeted enablement
- Tool sprawl / integration delays: Prioritize KPI-linked integrations; timebox nice-to-haves; use interim exports
- Change resistance: Exec sponsorship; quick wins; publicize wins; continual enablement
- Attribution disputes: One primary model + secondary view; publish method notes in dashboard
- 90-Day Executive Action Plan: Modern Marketing as a Revenue Engine - August 28, 2025
- The Executive’s Guide to Driving Revenue Growth Through Modern Marketing - August 28, 2025
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