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Crack the executive code: 7 steps to a CMO-approved charter

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id="site-main" class="site-main outer site-main-post has-post-image"> <div class="feature-post-wrapper"> <article class="post-full post tag-exclusive-content "> <section class="post-full-content Exclusive content"> <header class="post-full-header"> <div class="post-full-header-wrapper"> <section class="post-full-meta"> <time class="post-full-meta-date" datetime=" 2024-01-26">26 January 2024</time> <span class="reading-time">6 min read</span> </section> <h1 class="post-full-title">Crack the executive code: 7 steps to a CMO-approved charter</h1> <section class="post-full-meta"> <a href="/tag/exclusive-content/">Exclusive content</a> </section> <div class="post-author-with-linkedin-wrapper"> <div class="post-author-wrapper"> <section class="post-full-authors"> <section class="author-card"> <a href="/author/kevin/"> <img class="author-profile-image" src="/content/images/size/w300/2022/06/Kevin-Lau.jpeg" alt="Kevin Lau" /> <section class="author-card-content"> <h4 class="author-card-name">Kevin Lau</h4> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </div> </div> </div> <div class="post-full-image" style="background-image: url(/content/images/2024/01/jeshoots-com-fzOITuS1DIQ-unsplash-2.jpg);"> </div> </header> <script> inArticleAdListDisabled = true; </script> <div class="post-content"> <p> <p>This article comes from <strong>Kevin Lau</strong>’s talk, ‘<em>Seven steps to a CMO-approved customer marketing charter in 2023 &amp; beyond</em>’, at our <strong>April 2023 Customer Marketing Summit</strong>, check out his full presentation <a href="https://www.customermarketingalliance.com/customer-marketing-summit-april-2023-ondemand/?wchannelid=9k2fabamui&wmediaid=3rpddcpj2u"><strong><u>here</u></strong></a>.&nbsp;</p><p></p><p>Tired of excuses and empty promises when you advocate for customers? Learn how I transformed customer marketing into a core growth strategy.</p><p>Early in my career, I struggled to garner executive support for customer marketing programs. Despite innovative ideas and passion for the customer, my charters seemed to land with a thud.</p><p>But over the last 9 months, things changed significantly when my team and I cracked the code to elevating the customer's voice within our organization.&nbsp;</p><p>Now our quarterly planning has customer obsession as a core pillar of leadership priorities. As such we’ve had significant resources shifted to fund our new initiatives that drive loyalty and retention.</p><p>What changed? I developed an executive-approved customer marketing charter that aligned directly with the C-suite agenda and metrics for success.</p><p>From my experience, this takes patience - but keep the end goal in mind. With increased budget and resources, you’ll drive greater results and returns for your team.</p><p>Let's get your well-deserved seat at the table together!</p><p><br></p><h2 id="step-1-start-with-the-right-questions"><strong>Step 1: Start with the right questions</strong></h2><h3 id=""></h3><p>When I approach a new program or charter, I always start by asking myself:</p><ul><li>What business problem are we trying to solve?</li><li>What do the CMO and executive team care about most?</li><li>How can I make my boss’ job easier?</li><li>What’s achievable in a 90-day window to demonstrate quick impact?</li><li>Who can I partner with internally to deliver results?</li><li>How will we measure marketing’s contribution and return?</li></ul><p></p><p>Getting clear on the purpose and priorities upfront ensures your initiatives ladder up to company goals. It also identifies key stakeholders to enroll early on.</p> <aside class="gh-post-upgrade-cta"> <div class="gh-post-upgrade-cta-content" style="background-color: #FF4DD8"> <h2>This post is for paying subscribers only</h2> <a class="gh-btn" data-portal="signup" href="#/portal/signup" style="color:#FF4DD8">Subscribe now</a> <p><small>Already have an account? <a data-portal="signin" href="#/portal/signin">Sign in</a></small></p> </div> </aside> </p> </div> <aside class="post-upgrade-cta"> <div class="post-upgrade-cta-content"> <img src="/content/images/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" class="site-logo" /> <h2>Can't see the rest? Become a member for full unrestricted access</h2> <p class="post-upgrade-cta-desc"> This page along with a variety of our other content is exclusive to Customer Marketing Alliance members. Join the tribe to unlock this page and much more including on demand videos, templates, articles, and forums. </p> <div class="post-upgrade-buttons-wrapper"> <a class="button large primary" href="/signup/">Subscribe now</a> </div> <p><small>Already a member? Awesome. <a href="/signin/">Sign in</a></small></p> </div> </aside> <aside class="post-upgrade-cta get-cert-cta" style="display:none;"> <div class="post-upgrade-cta-content"> <img src="/content/images/2024/07/android-chrome-192x192--1--1.png" alt="Customer Marketing Alliance icon" class="site-logo" /> <h2>Get product marketing certified.</h2> <p class="post-upgrade-cta-desc"> PMMC™ unleashes product marketers’ potential. Lauded by leading lights like Facebook and HubSpot, it offers expert insights, priceless tuition, and awesome resources. No topic missed. No page unturned. </p> <div class="post-upgrade-buttons-wrapper"> <a class="button large primary" href="https://certified.productmarketingalliance.com/p/product-marketing-certified-core" target="_blank">Get certified</a> </div> </div> </aside> <section class="post-full-authors post-full-authors-with-bio"> <section class="author-card"> <div class="post-full-authors-content"> <p>Written by: </p> </div> <a href="/author/kevin/"> <img class="author-profile-image" src="/content/images/size/w300/2022/06/Kevin-Lau.jpeg" alt="Kevin Lau" /> <section class="author-card-content"> <h4 class="author-card-name">Kevin Lau</h4> <p>Kevin Lau is a performance-driven customer marketing professional with 12+ years of experience as an industry thought leader in customer advocacy, lifecycle marketing, and more.</p> <div class="post-full-footer-right"> <div class="author-card-button">Read More</div> </div> </section> </a> </section> </section> </section> <section class="subscribe-form"> <p>Get industry insights</p> <form data-members-form="subscribe"> <input data-members-email type="email" required="true" placeholder="youremail@example.com" /> <br> <button type="submit">Join</button> </form> </section> <aside class="read-next"> <aside class="read-more-wrap outer"> <header class="read-next-card-header"> <h3><span>More in</span> <a href="/tag/exclusive-content/">Exclusive content</a></h3> </header> <div class="read-more inner"> <article class="post-card"> <a class="post-card-image-link" href="/revolutionizing-storytelling-through-remote-video-capture/"> <img class="post-card-image" src="/content/images/size/w800/2024/11/Revolutionizing-storytelling-through-remote-video-capture.png" alt="Revolutionizing storytelling through remote video capture" /> </a> <div class="post-card-content"> <div class="post-visibility-paid" href="/signin">Members-only</div> <a class="post-card-content-link" href="/revolutionizing-storytelling-through-remote-video-capture/"> <header class="post-card-header"> <h2 class="post-card-title">Revolutionizing storytelling through remote video capture</h2> </header> <section class="post-card-excerpt"> <p>Revolutionizing storytelling through video is about more than just crafting compelling content—it’s about connection, authenticity, and relevance. In this article, discover practical tips on using video as a powerful storytelling tool....</p> </section> </a> <footer class="post-card-meta"> <ul class="author-list"> </ul> <span class="reading-time">10 min read</span> </footer> </div> </article> <article class="post-card"> <a class="post-card-image-link" href="/developing-scalable-customer-retention-lifecycle-programs/"> <img class="post-card-image" src="/content/images/size/w800/2024/11/10-tips-for-developing-scalable-customer-retention-and-lifecycle-programs.png" alt="10 tips for developing scalable customer retention and lifecycle programs" /> </a> <div class="post-card-content"> <div class="post-visibility-paid" href="/signin">Members-only</div> <a class="post-card-content-link" href="/developing-scalable-customer-retention-lifecycle-programs/"> <header class="post-card-header"> <h2 class="post-card-title">10 tips for developing scalable customer retention and lifecycle programs</h2> </header> <section class="post-card-excerpt"> <p>Retention is at the heart of sustainable growth. In this article, discover ten tips for developing scalable customer retention and lifecycle programs....</p> </section> </a> <footer class="post-card-meta"> <ul class="author-list"> </ul> <span class="reading-time">15 min read</span> </footer> </div> </article> <article class="post-card"> <a class="post-card-image-link" href="/fine-tuning-your-b2b-customer-advisory-boards-for-maximum-success/"> <img class="post-card-image" src="/content/images/size/w800/2024/11/CMA_Website_Article_Images_Author_Highlight--3-.jpg" alt="A playbook for running customer advisory board (CAB) events" /> </a> <div class="post-card-content"> <div class="post-visibility-public" href="/signin">Members-only</div> <a class="post-card-content-link" href="/fine-tuning-your-b2b-customer-advisory-boards-for-maximum-success/"> <header class="post-card-header"> <h2 class="post-card-title">A playbook for running customer advisory board (CAB) events</h2> </header> <section class="post-card-excerpt"> <p>Have you ever rushed to pull together a customer event, only to have it flop? 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