Solving for Today's Problems

vs. Building for Tomorrow

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The Situation

A small investment firm wanted to hire a marketing manager to support content creation, campaign coordination, client communications, and sales enablement.

 

The Challenge

The role was wide-ranging—strategy, CRM, analytics, storytelling—and the firm needed structure. They wanted someone who could bring clarity and momentum to their marketing, but weren’t sure how to define the role or where to start.

 

The Approach

Instead of pursuing the full-time job, I proposed a short-term contract. The idea: bring senior-level marketing leadership without a long-term commitment. I offered to:

• Build scalable systems

• Mentor internal talent

• Deliver quick wins while setting a strong foundation

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We had great conversations, but it became clear the firm wasn’t ready to invest in long-term marketing capabilities. They were focused on immediate tasks, not building infrastructure for future growth.

 

The Insight

This situation is common.

Growing firms often delay investing in scalable marketing systems. 

 

They patch together short-term solutions—junior hires, freelance creatives, or external agencies—and over time, that reactive approach becomes more expensive and less effective.

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The Takeaway

A frugal, well-planned investment in marketing structure—clear strategy, aligned execution, and good governance—pays off.

 

It’s not just about fixing what’s urgent. It’s about building what lasts.