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CMOs earn credibility with CEOs and CFOs by connecting marketing decisions to business priorities, reporting a small set of meaningful indicators consistently, and combining measurable pipeline impact with credible customer and sales evidence. Kay Moffett, Katrina Klier, and Lakshmi Randall show how to explain brand, product marketing, and demand without burying executives in operational data.
The CEO and CFO do not need a guided tour of the marketing machinery. They need to understand what marketing is changing for the business, how quickly that change should appear, and what evidence supports continued investment.
In a CMO Huddles Studio conversation, Kay Moffett of Amplify, Katrina Klier of Sage Strategy Group, and Lakshmi Randall, then of Informatica, shared how senior marketers can make that connection.
Their collective advice is practical. Understand the executive’s problem. Translate marketing’s contribution. Report a small number of useful signals. Keep the deeper operational data ready, but do not dump it onto the table.
At Amplify, Kay Moffett connected marketing closely to sales and the company’s commercial goals.
Performance marketing could be traced through qualified leads, opportunities, bookings, and pipeline. Product marketing and brand were harder to reduce to a dashboard, but that did not make them commercially irrelevant.
Amplify’s Science of Reading podcast became influential among educators and appeared in state and district sales conversations. It did not capture leads directly. Its value became visible through customer feedback and repeated testimony from sales.
“Our CFO has heard...how important this podcast has been.”
That was the message Amplify’s CFO kept hearing from the field. The example shows why credible sales and customer evidence can help explain brand influence that does not fit neatly inside an attribution dashboard.
Moffett’s lesson is that hard-to-attribute work still needs evidence. Customer stories, sales feedback, message adoption, and product influence can complement financial measures.
This is particularly important for product marketing. The function connects product development, market insight, positioning, sales enablement, and pricing. CMOs should explain that connective role instead of reporting product marketing as a list of deliverables.
Katrina Klier argued that CMOs should understand what the CEO and CFO must communicate to investors and the board. Marketing can then become part of that business narrative.
“Don’t drown your CEO and your CFO.”
Klier’s point was not to abandon measurement. It was to separate decision-ready insight from the operational detail inside the marketing function.
Her ART framework organizes evidence into three stages.
Can the market recognize, find, and remember the company?
Choose two or three indicators that reflect visibility and brand presence. These are leading indicators, not an attempt to claim immediate revenue.
Is the market responding to and repeating the intended message?
Evidence can include stronger inbound quality, prospects reflecting the company’s language, or improved differentiation in customer and sales conversations.
Is recognition contributing to commercial movement?
This includes qualified opportunities, conversion, velocity, pipeline, retention, and expansion.
ART connects early signals with later outcomes. It also gives the CEO and CFO a consistent reporting structure, allowing trends to become visible over time.
Lakshmi Randall emphasized understanding executive priorities before proposing a marketing initiative. In the original conversation, she described marketing as “speaking the language of CFO.”
That does not mean turning every marketing decision into a finance exercise. It means connecting the proposal to shared business outcomes, investment choices, risk, and timing.
That requires direct questions:
This approach treats marketing investment as a shared business experiment rather than a request for executive faith.
Marketing does not need to imitate finance. It does need to make assumptions, tradeoffs, timing, and expected outcomes explicit.
The first layer should contain the small number of measures needed for an executive decision. These may include:
The second layer should contain supporting operational detail, available when leadership wants to investigate.
This structure prevents the CMO from overwhelming the room while preserving analytical credibility.
Customer and sales stories can make marketing’s influence tangible, particularly when direct attribution is incomplete.
Use them with discipline:
Anecdotal evidence is strongest when it explains a signal already appearing elsewhere.
Demand programs, brand building, category creation, and product marketing produce effects on different timelines.
If every investment is judged only by current-quarter pipeline, the company will underfund the work that creates future demand.
CMOs should align on leading and lagging indicators before the investment begins. Otherwise, a long-term initiative may be judged by a measure it was never designed to change immediately.
CMOs earn credibility by translating marketing into business priorities, selecting a few meaningful indicators, reporting them consistently, and acknowledging the limits of attribution.
The goal is not to make marketing look perfectly measurable. It is to make its logic, evidence, risks, and contribution understandable enough to support better executive decisions.
Metrics tied to growth, efficiency, risk, cash, and predictability usually matter most. The specific measures depend on the company’s strategy, stage, and financial priorities.
Agree on leading indicators, collect structured customer and sales evidence, connect brand work to commercial priorities, and explain the expected time horizon before the program begins.
No. Present the few measures needed for decisions and keep operational detail available for follow-up.
Use a consistent cadence that matches the company’s operating rhythm. Consistency is more valuable than inventing an entirely new reporting story for every meeting.
Want to hear more? Listen to the full episode on Renegade Marketers Unite.
CMO Huddles helps B2B marketing leaders win by bringing together peers, fresh perspectives, and opportunities to build stronger personal brands. Want to join the huddle? Learn more about CMO Huddles and apply to join the community.