Free Workbook | Marketing Edition

“Head of Marketing” hides five different jobs.

A 7-part operator’s workbook for defining your next Marketing hire, and figuring out which marketer you actually need.

  • The five-archetype diagnostic: Demand Gen, Content, Events, ABM, Product Marketing – what each owns and who’s great at it.
  • Separate marketing today from marketing tomorrow, and find the gap.
  • The six marketing-specific mis-hires we see most often across 500+ GTM placements.
  • Used by founders, CROs, and incoming CMOs at growth-stage SaaS and ad-supported media companies.

Built by operators who’ve run GTM themselves — not career recruiters. Trusted by Series A through pre-IPO teams.

THE MARKETING ICP WORKBOOK

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PART 01

What does marketing actually do today?

What marketing owns, % of pipeline sourced, channels that work, team and tooling reality, real budget. Six honest questions.

PART 02

Where does marketing need to go?

The 12 – 18 month state. Channel mix shifts, sub-functions to build, brand and category state, the strategic narrative.

PART 03

Which marketer are you actually hiring?

The five-archetype diagnostic: Demand Gen, Content, Events, ABM, Product Marketing. What each owns. Who’s great at it. Watch-fors.

PART 04

The machine around them.

What marketing owns, % of pipeline sourced, channels that work, team and tooling reality, real budget. Six honest questions.

PART 05

Now, who fits?

The 12 – 18 month state. Channel mix shifts, sub-functions to build, brand and category state, the strategic narrative.

PART 06

Compensation reality

The five-archetype diagnostic: Demand Gen, Content, Events, ABM, Product Marketing. What each owns. Who’s great at it. Watch-fors.

PART 07

The six marketing mis-hires

Sub-Function Mismatch. CMO-Too-Early. Big-Logo Trap. Generalist Default. Brand-vs-Demand Mismatch. Aspirational Hire.

A SAMPLE FROM THE WORKBOOK

This is what every prompt looks like.

An operator-level question, followed by what your answer means for the hire. Over twenty of these across seven parts plus the full five-archetype diagnostic.

FROM PART 01 TODAY

02 What percentage of pipeline does marketing source today?

Real CRM number from the last 90 days. Marketing-sourced vs. sales-sourced vs. partner-sourced vs. self-prospected. Not what the website claims. The actual attribution.

Why it matters. A marketer arriving from a 70%-marketing-sourced environment will assume the GTM machinery exists to convert demand. If yours is 15%, the gap is exposed in the first board meeting — and they’ll be holding the bag.

20+ more questions like this, plus the full archetype diagnostic. Get the full workbook

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ALSO AVAILABLE

The Sales ICP Workbook: Who do you actually need to hire?

The same diagnostic, applied to the Sales hire. Segment, ACV, cycle, multi-threading, GTM machine. Includes the four mis-hires we see most often in Sales.