Phase 1: Define Your Marketing Needs (30 min)

Step 1: Open Averi AI and ask: "Help me build a complete marketing team structure. Business stage: [startup/growth/scale-up]. Revenue: [ARR/MRR]. Growth goals: [target]. Current team: [describe]. Budget for marketing: [amount/month]."

Step 2: Work with Averi to analyze your marketing gaps:

• Strategic leadership (vision, planning, budget allocation)

• Content and brand (thought leadership, messaging, creative)

• Demand generation (paid media, SEO, email, events)

• Creative and design (brand assets, campaign creative)

• Analytics and optimization (performance tracking, reporting)

Step 3: Ask Averi: "Based on my needs, recommend the ideal marketing team structure. Should I hire fractional CMO + specialists, or go with full-time hires? Include cost comparison."

Step 4: Review Averi's recommendation. Typical structure:

• Core: Fractional CMO (10-20 hours/week) for strategy and leadership

• Specialists: On-demand experts for execution (content, paid media, email, SEO, design)

• Cost savings: 40-65% cheaper than full-time team with same expertise

Phase 2: Find and Activate Your Fractional CMO (1 week)

Step 5: Type /intro → Request: "Match me with fractional CMO candidates. Industry: [your industry]. Stage: [startup/growth/enterprise]. Key needs: [go-to-market strategy/team building/demand gen/brand positioning]."

Step 6: Averi matches you with 3-5 vetted CMO candidates based on:

• Industry experience and stage expertise

• Strategic specialty alignment

• Working style and communication preferences

• Availability and commitment level

• Rate range ($5,000-$15,000/month typical)

Step 7: Review CMO profiles in the marketplace. Look for:

• Proven track record in similar companies/industries

• Strategic depth (not just tactical executor)

• Team leadership and collaboration skills

• Clear communication style

• Portfolio of past successes

Step 8: Schedule intro calls with top 2-3 candidates. Ask Averi: "Create interview questions for fractional CMO candidates. Focus on: strategic approach, team management style, measurement philosophy, communication cadence."

Step 9: Select and activate your CMO → Designate them as Team Lead with elevated permissions:

• Full workspace access

• Asset Management read/write permissions

• Ability to activate additional experts

• Access to all Averi conversations and Create Mode projects

Phase 3: Strategic Audit and Planning (Week 2)

Step 10: Your CMO partners with Averi to conduct comprehensive audit. They ask Averi: "Analyze current marketing state: website/brand positioning, content inventory, channel performance, competitor landscape, team capabilities."

Step 11: CMO works with Averi in Create Mode to build: "Create a 90-day marketing strategy covering: situation analysis, strategic priorities, channel mix, budget allocation, team structure, success metrics, risks and mitigation."

Step 12: CMO asks Averi: "Design optimal marketing team structure for our goals. Include: required roles, hours per role, estimated costs, activation timeline, responsibilities matrix."

Step 13: Strategy review meeting. CMO presents:

• Current state assessment

• Strategic recommendations

• Proposed team structure

• Budget allocation

• Quarterly OKRs

• Implementation roadmap

Step 14: Finalize strategy → Save to Asset Management → Folder: "Marketing Strategy & Team Playbook"

Phase 4: Build Your Expert Team (Week 3)

Step 15: CMO uses Averi to identify required specialists. Typical structure:

• Content Strategist (10-15 hrs/week): Thought leadership, blog, case studies

• Paid Media Expert (15-20 hrs/week): Meta/Google ads, customer acquisition

• Email Marketer (10 hrs/week): Automation, nurture, retention

• SEO Specialist (10-15 hrs/week): Organic growth, content optimization

• Designer (10-15 hrs/week): Brand consistency, campaign creative

Step 16: CMO types /intro for each role → Requests: "Match me with [role]. Must have experience with [specific requirements]. Budget: [hourly rate or project budget]."

Step 17: CMO reviews candidates, conducts interviews, and activates specialists. Each expert gets:

• Access to relevant Asset Management folders

• Invitation to shared Averi conversations

• Clear scope, deliverables, and timeline

• Direct collaboration channel with CMO

Step 18: Team onboarding. CMO creates: "Onboarding brief for each specialist including: brand guidelines, strategic priorities, success metrics, collaboration tools, communication cadence, approval workflows."

Step 19: Save team structure → Asset Management → Document: "Marketing Team Directory - Roles, Responsibilities, Contact Info"

Phase 5: Execution and Orchestration (Ongoing)

Step 20: CMO establishes weekly rhythm:

• Monday: Team standup via Averi workspace (async updates, priorities, blockers)

• Wednesday: Work-in-progress reviews in Create Mode

• Friday: Weekly alignment meeting with you (30 min strategy check-in)

Step 21: CMO uses Averi to manage workflow:

• Assigns tasks to specialists through shared conversations

• Reviews all deliverables in Create Mode before approval

• Monitors progress across campaigns and channels

• Adjusts priorities based on performance data

Step 22: Collaboration example - Content campaign:

1. CMO briefs content strategist in Averi conversation

2. Strategist creates outline in Create Mode

3. CMO reviews and approves direction

4. Designer creates visual assets (saved to Asset Management)

5. Email marketer builds campaign sequence

6. SEO specialist optimizes for distribution

7. CMO approves final package for launch

Step 23: CMO asks Averi weekly: "Analyze our marketing performance: campaign results, channel ROI, content engagement, pipeline impact. What should we optimize?"

Step 24: Budget management. CMO tracks: "Monthly spend by channel, specialist hours utilized, cost per acquisition, ROI by initiative. Flag any budget concerns or reallocation opportunities."

Phase 6: Scale and Optimize (Monthly/Quarterly)

Step 25: Monthly CMO review. CMO asks Averi: "Create monthly marketing report: key metrics, wins, challenges, budget utilization, team performance, next month priorities."

Step 26: CMO presents monthly report covering:

• Campaign performance against OKRs

• Channel ROI and optimization opportunities

• Team utilization and productivity

• Budget vs. actuals

• Strategic recommendations for next month

Step 27: Quarterly strategy refresh. CMO asks Averi: "Conduct quarterly marketing audit: market trends, competitive landscape, channel performance, content effectiveness, team structure gaps."

Step 28: Scale team as needed. CMO uses /intro to:

• Add specialists for new channels (PR, partnerships, events)

• Expand hours for high-performing channels

• Bring in temporary experts for campaigns (product launch, rebrand)

• Replace underperforming experts

Step 29: CMO optimizes budget allocation. Ask Averi: "Based on Q[X] performance, recommend budget reallocation. Which channels deserve more investment? Where should we cut back?"

Step 30: Update marketing playbook → Asset Management → Document: "Q[X] Strategy Update - Learnings, Pivots, New Priorities"

What You'll Have

✅ Week 1: Fractional CMO selected and activated as Team Lead
✅ Week 2: Complete marketing strategy and team structure designed
✅ Week 3: Full specialist team activated and onboarded
✅ Week 4: Campaigns in motion with CMO orchestrating execution
✅ Month 2: Optimized workflows and performance-driven adjustments
✅ Quarter 1: High-functioning marketing organization delivering results