Assessment

Marketing Maturity Assessment

Eight questions on whether marketing runs as a commercial discipline: insight, channel economics, measurement, agency governance, experimentation, budget rigour, creative testing and alignment with the P&L.

Marketing is often the largest discretionary budget in the company and the one judged on the thinnest evidence. These eight questions score the machinery around the spend: what is known, what is measured, and who is held to what.

Last reviewed 3 July 2026 · Free and ungated

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The Global Board includes operators who have owned marketing budgets and CFOs who have judged them. A client brief puts your plan in front of both, confidentially, before the planning cycle locks it in.

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How a client brief works · What you receive

Fixed questions · no AI · nothing stored

Run the scorecard

Answer against evidence the CFO would accept, not against the narrative in the marketing review deck.

0–39 Low maturity 40–59 Developing maturity 60–79 Moderate maturity 80–100 Stronger maturity How our tools are scored
  1. Customer insight Is spend guided by current evidence about customers, or by legacy beliefs?
    • Decisions rest on assumptions about customers no one has tested recently
    • Research exists but is commissioned to support plans already made
    • Fresh customer evidence regularly changes what the team was going to do
  2. Channel economics Do you know what each channel actually costs per unit of outcome?
    • Spend is allocated roughly as it was last year, plus or minus
    • Cost per acquisition is known for digital channels and guessed elsewhere
    • Marginal cost per outcome is understood by channel and drives reallocation
  3. Measurement quality Would the attribution survive a hostile finance review?
    • Performance reporting is produced by the platforms being evaluated
    • Attribution exists but everyone privately discounts it
    • Measurement is triangulated: models, holdouts, finance-visible outcomes
  4. Agency governance Are agency relationships managed with commercial discipline?
    • The agency relationship is warm, long-standing and never re-tendered
    • Contracts get reviewed, but scope and fees drift upward between reviews
    • Scope, fees, performance and media transparency are actively governed
  5. Experiment cadence Is there a steady rhythm of tests with results that stick?
    • Tests happen when someone is curious; results are anecdotes
    • A test programme exists, but losing ideas get relaunched under new names
    • A standing experiment pipeline runs, and results change budgets
  6. Budget discipline Can spend move mid-year when the evidence says it should?
    • The budget is set annually and defended, not managed
    • Reallocation is possible but requires a fight nobody enjoys twice
    • Spend shifts between channels and campaigns on evidence, in-quarter
  7. Creative testing Is creative judged by anything beyond internal taste?
    • Creative is approved by seniority and defended by sunk cost
    • Some pre-testing happens on big campaigns, then is overridden
    • Creative is tested against outcomes and the losers are retired, even favourites
  8. Commercial alignment Does marketing answer to the same numbers as the rest of the executive?
    • Marketing reports reach and engagement; finance reports something else
    • Revenue linkage is claimed annually but not owned quarterly
    • Marketing carries commercial targets the CFO recognises and tracks
Reading the score

What the result bands mean

0–39: Low maturity

On these answers, the marketing budget is a faith-based line item: allocated by history, measured by the platforms selling the media, and defended by narrative. That is survivable in good years and the first casualty in a downturn, precisely because nobody can prove what would be lost.

40–59: Developing maturity

Pockets of rigour exist, usually in digital channels, surrounded by legacy habits in media, creative or agency management. The risk is asymmetric scrutiny: the measurable channels get optimised while the largest, least measurable spend escapes examination.

60–79: Moderate maturity

This is a function with real commercial machinery: economics understood, experiments running, budgets that move. The typical residual weakness is people-dependent: the discipline lives in a strong CMO or analytics lead rather than in the operating model, and departs with them.

80–100: Stronger maturity

These answers describe marketing run as a commercial discipline, with evidence flowing and money moving accordingly. The danger at this level is optimisation lock-in: a machine tuned beautifully for the current model can be measuring its way past a market shift.

The asymmetry this assessment targets

No other budget of comparable size gets approved on evidence this thin, and no other function is asked to prove itself with data generated by its own suppliers. The eight questions deliberately score the surrounding machinery (measurement, governance, reallocation) rather than the marketing itself, because that machinery determines whether anyone can tell good spend from momentum.

How the score is calculated

Answers score 0, 5 or 10; totals are normalised to 100 and mapped to four bands. It is fixed arithmetic with no interpretation layer, which makes it safe to use in a mixed marketing-finance meeting: the same answers give the same score regardless of who clicks.

Run it in the CMO-CFO gap

The assessment earns its keep when marketing and finance complete it separately. The questions where the two scores diverge, usually measurement quality and commercial alignment, map precisely onto the arguments that recur every planning cycle. Scoring them makes the disagreement discussable instead of seasonal.

What a strong score does not prove

  • That the strategy behind the spend is right: a disciplined function can execute a flawed positioning very efficiently.
  • That the creative is good; testing retires losers but does not generate winners.
  • That the agency roster is the right one, as opposed to a well-governed version of an outdated choice.

Frequently asked questions

Is this assessment relevant for B2B marketing?

Yes. The disciplines are identical even where the channels differ. B2B functions typically score lower on channel economics and measurement quality because of long sales cycles, which makes the commercial alignment question more important, not less.

Our attribution is genuinely hard. Are we penalised for an honest 5?

An honest 5 is the point. The assessment does not reward perfect attribution, which rarely exists; it rewards triangulation and the willingness to let imperfect evidence move money. A confident 10 built on platform-reported numbers is the worse answer.

Should the agency be involved in completing it?

No. Two of the eight questions score how the agency relationship itself is governed, and the answers change when the agency is in the room. Share the results afterwards if the relationship is strong enough to bear it.

Before the budget is defended, let someone neutral attack it.

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