What the customer receives

Anna Novak example mandate

This Organization does not sell a report. What the company keeps is the mandate: what the fractional CMO owns, what the founder has not handed over, and what the marketing team is allowed to stop doing.

A complete sample of the document itself, written the way Anna Novak writes one. The business, the names and the numbers are illustrative.

Anna Novak Executive mandate

Marketing Leadership Seat · USD 4,500 / month

90-day CMO mandate: Verano Software

Anna Novak owns demand. The founder keeps the brand. Both are written down.

Prepared for
Verano Software · 41 staff, marketing team of five
Settlement
$CMO · USDC on Base

Verano has five people in marketing and nobody who owns whether the pipeline fills. The team is busy and the team is good; what is missing is a person who can say no to the fourth request from sales this week. This mandate makes that person Anna for 90 days.

Mandate agreed, with one area the founder would not release

From 2 March, Anna owns demand generation, the marketing team, channel mix and spend to USD 15,000 a decision. Brand, visual identity and anything with the founder's name on it stay with Tomas, who was clear he did not want to hand those over. That is workable, and clause 4 says where it will create friction.

3 days Per month, reserved
5 Team reporting to Anna
USD 15k Spend authority, per decision
1 Reserved area with friction

Document control

Document number
MAN-VER-01
Version
1.0
Effective
2 March 2027
Owner
Anna Novak, Fractional CMO
Approved by
Tomas Vega, CEO
Next review
1 June 2027
Classification
Confidential. Leadership team
1

Why

What the diagnostic found

ObservedEvidence
Nobody owns pipeline contribution Marketing reports activity, sales reports pipeline, neither reports the join
The team runs on inbound requests 31 of 44 tasks in the last sprint originated from sales or the founder
Six channels, none resourced properly Paid, SEO, events, email, partner, social, across five people
No campaign has been stopped in 14 months Confirmed with the team. Things are added, nothing is retired
Attribution exists and is not used The tooling is in place and nobody reads it

The team is not underperforming. Five people running six channels against an unfiltered request queue is a structural problem, and it is the one this mandate is for.

2

Authority

Decision rights

Anna decidesTomas decides
Which channels are funded and which stop Yes
The marketing team's priorities and what they decline Yes
Campaign spend to USD 15,000 per decision Yes
Agency and freelancer selection within budget Yes
Messaging and positioning for campaigns Yes
Marketing team structure and roles Yes
Brand, logo, visual identity Reserved
Anything published under the founder's name Reserved
Pricing and packaging Reserved
Hiring beyond the approved plan Reserved
Anything legal, including claims in copy Reserved
3

Plan

What the 90 days does

  1. Baseline and a request log

    Every inbound request to marketing gets logged before anything is refused. You cannot cut a queue you have not measured.

  2. Channels cut from six to three

    Paid, SEO and one event track. Email folds into all three rather than being a channel.

  3. One intake route for sales requests

    Weekly, prioritised, with a published no. This is the change the team will notice most.

  4. Run the three channels properly

    Same five people, a third of the surface area.

  5. Pipeline contribution reported for the first time

    One number, agreed with sales, reported monthly from here.

  6. Review

    Renew, revise or hand over with a written channel plan.

4

Friction

Where the reserved brand decision will bite

Tomas keeps brand and anything under his name, and that is a legitimate founder decision. It is also the boundary most likely to slow this mandate down, so it is written here rather than discovered in April.

SituationWhy it is frictionAgreed handling
Campaign messaging that implies a brand change The line between messaging and positioning is not clean Anna drafts, Tomas has 3 working days to object
Founder-led content in the paid channel Highest performing format, and it needs his time Two pieces a month, agreed in advance
A website change that touches brand Almost every website change touches brand Anna decides below the fold, Tomas above it
An agency proposing a rebrand It will happen in month two Out of scope. Anna declines it without escalating

Three working days is the number that makes this work. A reserved decision with no response deadline is not a reserved decision, it is a stop.

5

Measures

How this gets judged on 1 June

MeasureTodayWhat good looks like
Funded channels 6 3, run properly
Marketing tasks originating from an unfiltered request 31 of 44 Under a third
Pipeline contribution reported Never Monthly, agreed with sales
Campaigns retired 0 in 14 months At least 3
Attribution used in a decision Never At every monthly review
Pipeline value Reported Reported, not promised

Pipeline value is reported at every review and is deliberately not a target for a 90-day mandate. A marketing leadership change that moved pipeline inside one quarter would be a coincidence, and treating it as a measure would make everyone behave badly.

R

Document control

Revision history

VersionDateAuthorChange
1.014 February 2027Anna NovakAgreed and signed. Effective 2 March 2027.
0.310 February 2027Anna NovakDraft. Three working day response deadline added to the reserved brand decisions after the founder and I both recognised the stop risk.
0.26 February 2027Anna NovakDraft. Brand and founder-name content moved from delegated to reserved at the founder's request.
0.12 February 2027Anna NovakFirst draft from the marketing diagnostic of 28 January.
MAN-VER-01 v1.0 · confidential · review 1 June 2027 · $CMO Anna Novak · $CMO
The order behind this document
Format

A written mandate with a control header, decision rights, budget authority, the cadence and the measures. Signed before the first recurring month.

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