A Strategic Partner, Every Step of the Way

At CMO-OnLoan, we help you build something that lasts: marketing confidence and capability.

We follow a proven process, BIG-S, to meet you where you are, move your marketing forward, and create momentum that lasts.

A Strategic Partner, Every Step of the Way

At CMO-OnLoan, we help you build something that lasts: marketing confidence and capability.

We follow a proven process, BIG-S, to meet you where you are, move your marketing forward, and create momentum that lasts.

Team meeting around desk

We start by working with your team to create a clear, customized Strategic Marketing Playbook. It’s the foundation for focused, aligned, and confident marketing.

You’ll know what to do, why it matters, and how to get it done, based on your goals, customers, and capacity.

Then we help you bring it to life. Whether you need someone to lead the charge or support your team behind the scenes, we’ll work alongside you to implement the playbook and build momentum.

This phase includes built-in support. We don’t just hand off the strategy, we stay to make sure it works in the real world. Together, we test, adapt, and improve so your marketing performs where it counts: in the market.

Every client “graduates” after we complete the initial implementation phase, not because we leave, but because you’ve grown.

At this point, you’ve built strong marketing muscles. Your team understands the playbook, knows what success looks like, and can lead the way forward.

That’s when we help you transition to the next level of support, whether that’s leading marketing ongoing for you, focused help on a project, pausing for a while, or simply knowing we’re here when you need us.

Graduation doesn’t mean goodbye. It means you’ve reached a new level, and now you get to choose how we show up.

We offer ongoing support tailored to your needs:

Ongoing Leadership
  For companies who want us to continue leading marketing while their team grows in confidence and capability.

Advice & Coaching
  For leaders and teams who want a trusted sounding board and marketing guide in their corner.

Pause & Return – Project-Based Help
  For new launches, shifts in strategy, team transitions or big opportunities where extra hands and experience make a difference.

We scale with you, stay aligned with your goals, and support the growth you’ve built.

B: Build Your Strategic Marketing Playbook

We start by working with your team to create a clear, customized Strategic Marketing Playbook. It’s the foundation for focused, aligned, and confident marketing.

You’ll know what to do, why it matters, and how to get it done, based on your goals, customers, and capacity.

I: Implement to Make Sure It Works in Market

Then we help you bring it to life. Whether you need someone to lead the charge or support your team behind the scenes, we’ll work alongside you to implement the playbook and build momentum.

This phase includes built-in support. We don’t just hand off the strategy, we stay to make sure it works in the real world. Together, we test, adapt, and improve so your marketing performs where it counts: in the market.

G: Graduate into a New Level of Confidence and Capability

Every client “graduates” after we complete the initial implementation phase, not because we leave, but because you’ve grown.

At this point, you’ve built strong marketing muscles. Your team understands the playbook, knows what success looks like, and can lead the way forward.

That’s when we help you transition to the next level of support, whether that’s leading marketing ongoing for you, focused help on a project, pausing for a while, or simply knowing we’re here when you need us.

S: Support When & How You Need It

Graduation doesn’t mean goodbye. It means you’ve reached a new level, and now you get to choose how we show up.

We offer ongoing support tailored to your needs:

Ongoing Leadership   For companies who want us to continue leading marketing while their team grows in confidence and capability.

Advice & Coaching   For leaders and teams who want a trusted sounding board and marketing guide in their corner.

Pause & Return - Project-Based Help   For new launches, shifts in strategy, team transitions or big opportunities where extra hands and experience make a difference. We scale with you, stay aligned with your goals, and support the growth you’ve built.

We’re With You, On Your Terms

BIG-S isn’t just a model, it’s a mindset. We’re not here to create dependency. We’re here to build capability.

You set the pace. We provide the structure, tools, and partnership that turn strategy into progress, and progress into confidence.

Ready to grow your marketing confidence?

Let’s talk about how we can help.

Building Blocks & Deliverables

Our Strategic Marketing Playbook is the foundation we build together in the Build phase of BIG-S. It’s custom to your company and practical for your team, focused on what matters most for driving results. Each of these building blocks includes clear, practical deliverables that serve as the foundation for confident, effective marketing.

Group of women conversing in a meeting at the office.

Brand Strategy

Defines your brand and who you serve.

Besides making things or providing services, what difference is your brand trying to make in the world?

What you “promise” to do that will make your ideal target’s life better and the ways and proof that you are better/different vs. competition.

Within the category, the people/companies who have similar needs and are likely to be interested in buying from you.

It’s the way you organize brands so that people can easily understand what is being offered.

A structure and guidelines for how and where you use names in the organization’s portfolio so that people can easily understand what’s being offered.

How your brand looks, sounds and feels, as if the brand was a person.

Communication Strategy

Outlines how you will talk about your brand in the market.

The story of how you guide your ideal target through challenges to success.

A way of analyzing your brand message.

A visual way to organize your most important messages.

A visual way to show your Ideal Target’s interactions with your brand throughout the journey.

Where and how you communicate throughout your Ideal Target’s journey.

A document that defines, describes and presents examples of what your brand will look like so that it is always consistent.

Co-workers conversing

Marketing Plan

How you will deliver business results

Description and visual that provides the background and overall marketing focus by funnel stage.

Specifics on what marketing will do by funnel stage and how you will measure results.

Excel worksheet with KPI’s for all relevant marketing tactics.

Summary of the most important marketing KPI’s by funnel stage. Shows how the tactics performed in the current time period, as compared to a previous time period and trends over time.

A visual way to show your initiatives, events and communications in relationship to your Ideal Target’s mindset and relevant seasonality.

An estimate of what investment is needed to deliver your brand’s Marketing Plan – Priorities, Tactics & KPIs.

Resource Plan

How you will resource the marketing team.

Insights and Indicated Actions that are the foundation for the Team Structure, Internal Roles & Responsibilities and External Resource Scope.

How you will resource marketing, including the relationships between activities, leadership and team members.

A Role is a person’s position on the team and Responsibilities are the tasks or activities assigned to the Role.

Outline of what you need from each of your External Resources.
Three women in a meeting

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