A worked campaign example
A B2B SaaS company wants a fractional marketing leader to align positioning and go-to-market across product, sales, and marketing, and needs a focused engagement plan.
Angle: Start by building shared framing across the four functions, then execute. The deliverable is agreed answers, not a document marketing owns.
Phase one, roughly the first three to four weeks: Bring the founder, product, sales, and marketing through the six questions Shori lists before any website or deck work starts: Who are we really for; what problem are we solving for them; why does it matter now; why are we meaningfully different; what can we credibly prove; what do our best customers have in common? Budget real time for sales: the positioning post describes sales dropping language that does not match the buyers taking meetings. The output is shared understanding, not one script forced on every function. Ask Shori to name who on the client side owns each answer afterwards.
Phase two: Test the target segment against the fit argument. Shori's chain is that growth comes from retention, retention comes from selling to best-fit customers whose expectations are met, and almost-fit customers are the ones who churn. Use that logic to challenge any plan that buys volume or chases logos the product does not serve well. Expect it to narrow campaign targeting, not widen it.
Phase three, measurement: Agree on the spend-to-closed-revenue path before campaign work begins. Put finance or revenue operations in the room and settle data access early: Shori's posts treat the full path as a prerequisite for decisions, not a report at the end.
Phase four, execution: Rewrite the website or rebuild the deck only now. Scope which of Shori's other service lines are in play: positioning, demand generation, PR and analyst relations, marketing strategy, and HubSpot or ABM platform work are listed as separate offerings, and a plan can quietly assume all of them. Ask which platform tools the company already runs. HubSpot or an ABM platform is a direct match; if the company uses a different stack, spell out which parts transfer.
Close-out: Agree on the artifacts that stay behind. Shori's working principle of documenting tasks through notes, templates, checklists, and CRM fields points to a handoff that includes the scaffolding a team can run without the leader present. Name each artifact and its owner in the plan.
Before signing, ask for completed engagements or client references; the posts describe an approach and service scope, not delivered outcomes. Ask what AI-enabled execution means for this specific team. If the company also intends to use Shori's audience, ask for follower demographics and engagement figures; those remain unverified.