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What is included in a strategic marketing assessment?

January 5, 2026

by Mark Goloboy

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Every strategic assessment is tailored to the client’s growth goals. We start with conversations with the CEO, CMO, or CRO to understand:

  • Barriers to scale
  • Major investments in progress or under consideration
  • Current team strengths and weaknesses
  • Gaps between what marketing delivers and what the business needs

We ask sales leaders about growth patterns, where momentum exists, and where they need more support. Using these insights, we determine which areas require deeper evaluation.

Focus areas often include:

  • Strategy and positioning
  • Organizational structure and role design
  • Processes and operating models
  • Technology, data systems, and measurement

We never enter with a predetermined checklist. We commit to returning with prioritized recommendations and an investment roadmap. Many clients partner with us for years afterward to implement core components of that roadmap.

How does MGC help retire tech debt?

During early fractional engagements or formal technology audits, MGC evaluates each tool for fit, cost, and operational simplicity. The result is a roadmap of investments to improve results and simplify the marketing technology (martech) or sales technology stack.

For every platform, we ask:

  • Does it resolve the intended use case well?
  • Is it cost-effective relative to better options?
  • Does it require unnecessary operational overhead?
  • Would a different technology or solution fit better?
  • Can the environment work better by improving integration or measurement? 
  • Can the technology stack be simplified? 

By prioritizing the stack around value and efficiency, older systems naturally get replaced as clients invest in tools that are easier to operate, more cost-effective, and better at meeting the clients’ needs. Tech debt disappears because better systems rise to the top. 

The goal is a smaller, cleaner, more scalable stack.

Can you help us build a holistic customer view if our data is siloed?

Yes. This is foundational to modern go-to-market operations. Mark Goloboy’s career was built on helping B2B organizations unify data across marketing, sales, product, and customer success. His experience on the customer advisory panels of Dun and Bradstreet, Eloqua, and Marketo made him a trusted advisor to CMOs and CROs responsible for integrated customer systems and reporting.

Market Growth Consulting unifies:

  • External data sources
  • First-party marketing data
  • Marketing automation engagement
  • CRM accounts, pipeline, and revenue
  • Product usage and other customer success indicators

The result is a customer view that sales and marketing leadership can use to drive pipeline, prioritize outreach, and improve revenue predictability.

How do you align the CRO and CMO on one version of the truth?

Alignment comes when sales and marketing leaders work together to create the strategic GTM plan, unified revenue goals, and aligned sales funnel operations. All of that comes together in partnered, consistent reporting where marketing and sales each share their portion of unified revenue results. 

We help clients:

  • Define GTM strategy that meets corporate strategic objectives
  • Align leadership goals so sales and marketing are working toward the same result
  • Eliminate isolated marketing dashboards that don’t align with sales pipeline and revenue results
  • Centralize performance reporting in the CRM or data warehouse rather than in disconnecting marketing systems
  • Combine marketing and sales data into shared reporting assets
  • Express marketing results in terms of pipeline and revenue, not activity

Once marketing programs are evaluated in revenue terms, CROs see clearly which investments work. Conversations become objective, strategic, and mutually reinforcing. Aligned strategy, goals, and reporting leads to one narrative and one unified go-to-market plan.

Where should we spend our next marketing dollar for the best ROI?

“I don’t know” are often the most honest and powerful words in marketing. Anyone who tells you their program is guaranteed to work, is selling rather than delivering. Marketing excellence is driven by continuous testing and learning. You need to experiment constantly to learn what to do next. Finding the next best investment requires that you consistently measure in terms of pipeline and revenue and experiment to find high ROI programs with room to scale. 

We evaluate ROI by measuring program cost against pipeline and revenue contribution. Programs are ranked top to bottom. Programs fall into three tiers.

  • Top tier: Highest ROI; often limited by internal capacity; should be protected and maximized
  • Middle tier: Solid performers with room to scale; ideal for incremental investment; often surprising and strategically important
  • Bottom tier: Low ROI or unclear value; difficult to cut due to internal attachment; should be replaced with test programs to drive innovation

The best demand generation leaders measure programs consistently. They protect the top, invest in the middle, and cut the bottom. They also always maintain a portfolio of innovative, R&D programs to discover future top-tier ROI programs.

Do you support specific platforms like HubSpot or Marketo?

Yes. We are technology agnostic and support the tools our clients already use, as well as tools that offer better value or performance. We migrate based on customers needs and software evaluations, and recommend new tools constantly. Common client environments include:

  • HubSpot and Marketo for marketing automation, as well as Pardot and Eloqua
  • Salesforce and HubSpot for CRM
  • Demandbase and 6sense for ABM, along with emerging tools such as Trendemon and Tofu
  • Clay, Workato, Zapier, and Syncari for integration and data flow, with ongoing evaluation of newer RevOps tools

Every client has a unique ecosystem, and our consultants are award winning experts ready to solve client challenges. We stay current by continually evaluating new technologies and understanding which ones outperform traditional tools. Our technology agnostic attitude helps MGC recommend the right system for the client’s goals, not the one we prefer.