Playbooks / New exec joined
New exec joined

You just took over Marketing. Now you need <strong>three teams rowing together.</strong>

Demand gen wants MQLs. Content wants traffic. Product marketing wants launch metrics. You need <strong>one number that matters</strong> this quarter—and a system that makes ownership visible.

For: Heads of Marketing Company size: 51–200 Time to ship: One afternoon Reading time: 8 min
TL;DR

You've inherited three teams with three dashboards and zero shared accountability. The fix isn't a strategy offsite—it's a shared OKR with <strong>one owner per Key Result</strong>, weekly check-ins that surface blockers before they fester, and a tool that runs itself so you can focus on the work, not the process.

The situation

<p>You walked into a Marketing org where demand gen tracks pipeline in HubSpot, content tracks traffic in GA4, and product marketing tracks launch metrics in a spreadsheet someone built two years ago. Everyone's busy. No one's aligned.</p><p>Your CEO wants to know: is Marketing driving revenue or just activity? You don't have a clean answer because you don't have a shared goal. Each team optimizes for their own metric, and when you miss the number, everyone points somewhere else.</p><p>You need a forcing function. Not another status meeting. A system where each team owns a piece of the outcome, updates weekly, and can't hide behind "I thought someone else had that."</p>

Your four <strong>options</strong>

The <strong>playbook</strong>

    Real example · Fortis Payments
    Our CFO joined and wanted OKRs running across Finance and Ops within the quarter. We had it live in a day—no IT ticket, no procurement. Now every department lead sees the same numbers.
    F
    Fortis Payments
    CFO-led rollout · cross-functional OKRs in one day
    What this looks like in OKRs Tool

    Three teams, <strong>one shared OKR</strong>, zero ambiguity

      60% adoption in 30 days — or your money back

      Align your Marketing org this quarter

      Set up in an afternoon. Weekly nudges keep your three teams accountable to one shared goal.

      Frequently asked questions