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The CMO Playbook

Your roadmap for modern marketing leadership, execution, and growth.

  • CMOs are increasingly accountable for revenue and growth outcomes without full control over the systems, teams, and levers that influence them.
  • Pressure to prove marketing impact is intensifying as attribution models break down across fragmented, AI-influenced customer journeys.
  • Leaders must balance short-term pipeline demands with long-term brand position, differentiation, and sustainable growth.
  • The modern CMO mandate has expanded beyond what most marketing organizations, operating models, and measurement frameworks were designed to support.

Our Advice

Critical Insight

  • The future CMO will increasingly operate as the architect of the entire revenue engine – connecting strategy, customer experience, AI, data, sales alignment, and execution into a coordinated growth system.
  • Marketing effectiveness is now determined less by individual campaigns and channels, and more by how well organizations connect fragmented teams, data, technology, and customer experiences into a unified operating model.
  • Many marketing organizations are still operating with structures, metrics, and operating models built for a brand-and-campaign era, while the CMO role has fundamentally evolved into a business transformation and growth leadership role.

Impact and Result

  • Build a modern marketing operating model that helps you connect strategy, customer experience, execution, AI, and revenue outcomes into a measurable growth engine.
  • Help you evolve from leading marketing activities to leading enterprise growth, with stronger alignment to business strategy, revenue accountability, and cross-functional decision-making.
  • Give you a practical framework to reduce fragmentation, improve organizational alignment, and scale marketing impact in increasingly complex, AI-driven environments.

The CMO Playbook Research & Tools

1. CMO Playbook – A practical framework to identify gaps, strengthen foundations, drive pipeline, and scale marketing impact across the business.

Whether you’re a first-time or seasoned CMO, this playbook helps guide you through how to build a high-performing marketing organization.

The blueprint is built around four interconnected pillars – Strategy, Revenue & Growth, Customer Experience, and Execution – providing CMOs with a practical framework to align vision, operations, technology, and measurable business outcomes into a unified growth engine.

Your roadmap for modern marketing leadership, execution, and growth.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Author

Emily Wright

Contributors

  • Andrew Warden, Vice President of Marketing, Adobe
  • Becca Toth, CMO, SugarAI
  • Ed Breault, CMO, Malbek
  • John Merrill, CMO, Laserfiche
  • Lucia Marchese, CMO, TeamDynamix
  • Michelle Randall, CMO, Onspring
  • Robert Stickel, Director of Marketing, OnePlan
  • Sunny Dhami, CMO, Ardoq
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