How to Build a Revenue Engine Without the Bloat

How are you going to stand out in 2026? 

Buyers are in control of the buying process. Over 70% of it is happening online. And they are putting companies on their short list of vendors that provide value and establish trust with their content.

How are you accounting for this in your 2026 strategy?

You need to stand out. To make sure your buyers notice you. Let us help you build that into your strategy for next year -->

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The CMO’s Dilemma: Speed vs. Substance

The average tenure of a B2B CMO is shrinking. It is a role fraught with impossible expectations: step in on Monday, fix the brand on Tuesday, and have a pipeline full of closed-won deals by Friday.

This pressure creates a toxic cycle. Marketing leaders are forced to skip the foundation and jump straight to the facade. They buy expensive tools they don't know how to use, hire agencies to run plays that don't fit the strategy, and blast audiences with noise to hit vanity metrics.

But what happens when a leadership team gives a CMO the rarest resource in business? Patience.

Doug Nelson, CMO of ExtensisHR, found himself in exactly that position three and a half years ago. His mandate from the CEO was simple but profound: "Get what you need and build it."

He didn't rush to lead gen. He didn't promise immediate miracles. Instead, he took a service-oriented team of five and methodically evolved it into a sophisticated revenue engine that "punches above its weight."

Here is how he did it—and why you should probably stop obsessing over your lead volume and start looking at your foundation.

Phase 1: The "Get What You Need" Mandate

If you are interviewing for a marketing leadership role, you need to ask yourself—and your potential employer—a hard question: Are you hiring me to run a playbook, or to build a machine?

Doug’s journey began with a clear agreement. He wasn't restricted by an arbitrary budget or a "hire one person only" constraint. He was told to assess the reality of the business and build the organization required to meet its three-year growth goals.

[Pull quote, attributed: "I’ve yet to meet a marketer who has [demonstrated results in three months] successfully and lived to tell about it." - Doug Nelson, CMO, ExtensisHR]

This sounds like a luxury, but it is a necessity. If you do not have the organizational support to build the "right way"—which means investing in operations, cleaning up data, and aligning with sales—you are building a house on sand.

The First Hire: It’s Not Who You Think

When Doug arrived, ExtensisHR was a "Salesforce shop" using Pardot, but they lacked the operational muscle to use it effectively. Marketing was a service arm—great at making brochures, bad at tracking revenue.

His first hire wasn’t a demand gen wizard. It wasn’t a brand creative.

It was Marketing Operations.

"You do not want me trying to run marketing ops," Doug admits. "That would not work out well."

This is a common trap. Leaders try to "bootstrap" operations or dump it on a generalist. But without someone dedicated to field structures, reporting, and backend plumbing, you cannot prove value. You cannot scale. By hiring Ops first, Doug ensured that every subsequent dollar spent could be measured and optimized.

The Pivot: When the Playbook Fails

We all have our favorite plays. We have the agencies we trust, the channels we know, and the tactics that worked at our last job.

Doug is no different. He brought in a paid media partner who had delivered for him in the past. He assumed the "direct model" would be a rinse-and-repeat of his previous success in the PEO (Professional Employer Organization) industry.

He was wrong.

Six months in, the results weren't there. A lesser leader might have doubled down, blaming the creative or the market conditions. Doug killed it. He had the blunt conversation with his CEO and CFO: "This isn’t working. I’m going to have to move on from this partner."

The Realization: Paid is for Brand, Not Leads

This failure led to a critical realization about the modern B2B buyer. The "low hanging fruit" of paid search—where you put a dollar in and get two dollars of pipeline out—is largely gone.

ExtensisHR pivoted their paid strategy from direct response to brand amplification. They stopped expecting immediate clicks and started using paid to create air cover.

"Paid has really become a brand amplification tool," Doug notes. The goal shifted: get them to the website, then let the website do the work.

[Screenshot: A diagram showing the shift from "Paid for Leads" to "Paid for Brand + Website Personalization"]

By leveraging tools like Mutiny for personalization, they turned their website into a conversion engine. If paid media is the invitation, the website is the host. And if the host knows your name and what you need (thanks to good data), you are far more likely to stay.

Vintage Marketing: The Return of Direct Mail

While everyone else is chasing the latest AI algorithm, Doug went back to the mailbox.

Direct mail is often dismissed as "vintage marketing," but in a hybrid world, it cuts through the digital noise. For ExtensisHR, specifically targeting cohorts like charter and independent schools, direct mail offered a tangible touchpoint that email could not match.

But there is a caveat: It wasn't just "swag." It was strategic introduction. "It’s a way to introduce ExtensisHR... There’s an option for you to learn more."

When you combine high-touch offline channels (direct mail) with high-tech online personalization, you create a surround-sound effect that feels expensive but is actually just smart targeting.

Marketing 3.0: The Team Culture

You cannot automate authenticity. Doug’s team is small—lean and mean—but they outproduce larger teams because they focus on storytelling over spamming.

The culture is defined by a simple rule Doug tells every new hire: "If the team’s relying on me for the best idea, we’ve all failed."

This empowers the team to take risks. It encourages the "revenue marketing" arm to test specific verticals (focusing on 6-7 out of 18 possible verticals) based on data, not executive whim.

The Future: Pragmatism Over Hype

Finally, what about AI?

In a world where every podcast guest claims to be revolutionizing their stack with Generative AI, Doug’s take is refreshingly boring.

"I don’t anticipate adding additional headcount," he says. The goal for AI isn't to replace the storytellers; it's to make them efficient enough that they don't need to hire more people to do the grunt work.

"If you’re coming to our website, you’re probably looking for something specific. I want to make it as easy as possible for you to find that information."

That is the essence of the 3.0 marketing engine. It isn't about flashy new toys. It’s about using technology to remove friction, using data to focus effort, and using humans to tell the stories that build trust.

Key Takeaway

You don't need a massive budget to build a massive revenue engine. You need:

  1. Patience: Negotiate a realistic timeline with your leadership.
  2. Ops First: Fix the plumbing before you turn on the faucet.
  3. Adaptability: Be willing to kill your favorite playbooks when they don't work.
  4. Focus: Don't market to everyone. Pick your verticals and dominate them.

Stop trying to look big. Start acting smart.

About the author
A skilled player/coach with 20+ years of experience, she builds marketing teams from the ground up and drives companies into revenue hypergrowth.
Service page feature

The RevRoom podcast

In the RevRoom, your host invites you into the private conversations that lead to major marketing launches.
Listen in

The CMO’s Dilemma: Speed vs. Substance

The average tenure of a B2B CMO is shrinking. It is a role fraught with impossible expectations: step in on Monday, fix the brand on Tuesday, and have a pipeline full of closed-won deals by Friday.

This pressure creates a toxic cycle. Marketing leaders are forced to skip the foundation and jump straight to the facade. They buy expensive tools they don't know how to use, hire agencies to run plays that don't fit the strategy, and blast audiences with noise to hit vanity metrics.

But what happens when a leadership team gives a CMO the rarest resource in business? Patience.

Doug Nelson, CMO of ExtensisHR, found himself in exactly that position three and a half years ago. His mandate from the CEO was simple but profound: "Get what you need and build it."

He didn't rush to lead gen. He didn't promise immediate miracles. Instead, he took a service-oriented team of five and methodically evolved it into a sophisticated revenue engine that "punches above its weight."

Here is how he did it—and why you should probably stop obsessing over your lead volume and start looking at your foundation.

Phase 1: The "Get What You Need" Mandate

If you are interviewing for a marketing leadership role, you need to ask yourself—and your potential employer—a hard question: Are you hiring me to run a playbook, or to build a machine?

Doug’s journey began with a clear agreement. He wasn't restricted by an arbitrary budget or a "hire one person only" constraint. He was told to assess the reality of the business and build the organization required to meet its three-year growth goals.

[Pull quote, attributed: "I’ve yet to meet a marketer who has [demonstrated results in three months] successfully and lived to tell about it." - Doug Nelson, CMO, ExtensisHR]

This sounds like a luxury, but it is a necessity. If you do not have the organizational support to build the "right way"—which means investing in operations, cleaning up data, and aligning with sales—you are building a house on sand.

The First Hire: It’s Not Who You Think

When Doug arrived, ExtensisHR was a "Salesforce shop" using Pardot, but they lacked the operational muscle to use it effectively. Marketing was a service arm—great at making brochures, bad at tracking revenue.

His first hire wasn’t a demand gen wizard. It wasn’t a brand creative.

It was Marketing Operations.

"You do not want me trying to run marketing ops," Doug admits. "That would not work out well."

This is a common trap. Leaders try to "bootstrap" operations or dump it on a generalist. But without someone dedicated to field structures, reporting, and backend plumbing, you cannot prove value. You cannot scale. By hiring Ops first, Doug ensured that every subsequent dollar spent could be measured and optimized.

The Pivot: When the Playbook Fails

We all have our favorite plays. We have the agencies we trust, the channels we know, and the tactics that worked at our last job.

Doug is no different. He brought in a paid media partner who had delivered for him in the past. He assumed the "direct model" would be a rinse-and-repeat of his previous success in the PEO (Professional Employer Organization) industry.

He was wrong.

Six months in, the results weren't there. A lesser leader might have doubled down, blaming the creative or the market conditions. Doug killed it. He had the blunt conversation with his CEO and CFO: "This isn’t working. I’m going to have to move on from this partner."

The Realization: Paid is for Brand, Not Leads

This failure led to a critical realization about the modern B2B buyer. The "low hanging fruit" of paid search—where you put a dollar in and get two dollars of pipeline out—is largely gone.

ExtensisHR pivoted their paid strategy from direct response to brand amplification. They stopped expecting immediate clicks and started using paid to create air cover.

"Paid has really become a brand amplification tool," Doug notes. The goal shifted: get them to the website, then let the website do the work.

[Screenshot: A diagram showing the shift from "Paid for Leads" to "Paid for Brand + Website Personalization"]

By leveraging tools like Mutiny for personalization, they turned their website into a conversion engine. If paid media is the invitation, the website is the host. And if the host knows your name and what you need (thanks to good data), you are far more likely to stay.

Vintage Marketing: The Return of Direct Mail

While everyone else is chasing the latest AI algorithm, Doug went back to the mailbox.

Direct mail is often dismissed as "vintage marketing," but in a hybrid world, it cuts through the digital noise. For ExtensisHR, specifically targeting cohorts like charter and independent schools, direct mail offered a tangible touchpoint that email could not match.

But there is a caveat: It wasn't just "swag." It was strategic introduction. "It’s a way to introduce ExtensisHR... There’s an option for you to learn more."

When you combine high-touch offline channels (direct mail) with high-tech online personalization, you create a surround-sound effect that feels expensive but is actually just smart targeting.

Marketing 3.0: The Team Culture

You cannot automate authenticity. Doug’s team is small—lean and mean—but they outproduce larger teams because they focus on storytelling over spamming.

The culture is defined by a simple rule Doug tells every new hire: "If the team’s relying on me for the best idea, we’ve all failed."

This empowers the team to take risks. It encourages the "revenue marketing" arm to test specific verticals (focusing on 6-7 out of 18 possible verticals) based on data, not executive whim.

The Future: Pragmatism Over Hype

Finally, what about AI?

In a world where every podcast guest claims to be revolutionizing their stack with Generative AI, Doug’s take is refreshingly boring.

"I don’t anticipate adding additional headcount," he says. The goal for AI isn't to replace the storytellers; it's to make them efficient enough that they don't need to hire more people to do the grunt work.

"If you’re coming to our website, you’re probably looking for something specific. I want to make it as easy as possible for you to find that information."

That is the essence of the 3.0 marketing engine. It isn't about flashy new toys. It’s about using technology to remove friction, using data to focus effort, and using humans to tell the stories that build trust.

Key Takeaway

You don't need a massive budget to build a massive revenue engine. You need:

  1. Patience: Negotiate a realistic timeline with your leadership.
  2. Ops First: Fix the plumbing before you turn on the faucet.
  3. Adaptability: Be willing to kill your favorite playbooks when they don't work.
  4. Focus: Don't market to everyone. Pick your verticals and dominate them.

Stop trying to look big. Start acting smart.

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About the author
A skilled player/coach with 20+ years of experience, she builds marketing teams from the ground up and drives companies into revenue hypergrowth.
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The RevRoom podcast

In the RevRoom, your host invites you into the private conversations that lead to major marketing launches.
Listen in
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How to Build a Revenue Engine Without the Bloat

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The CMO’s Dilemma: Speed vs. Substance

The average tenure of a B2B CMO is shrinking. It is a role fraught with impossible expectations: step in on Monday, fix the brand on Tuesday, and have a pipeline full of closed-won deals by Friday.

This pressure creates a toxic cycle. Marketing leaders are forced to skip the foundation and jump straight to the facade. They buy expensive tools they don't know how to use, hire agencies to run plays that don't fit the strategy, and blast audiences with noise to hit vanity metrics.

But what happens when a leadership team gives a CMO the rarest resource in business? Patience.

Doug Nelson, CMO of ExtensisHR, found himself in exactly that position three and a half years ago. His mandate from the CEO was simple but profound: "Get what you need and build it."

He didn't rush to lead gen. He didn't promise immediate miracles. Instead, he took a service-oriented team of five and methodically evolved it into a sophisticated revenue engine that "punches above its weight."

Here is how he did it—and why you should probably stop obsessing over your lead volume and start looking at your foundation.

Phase 1: The "Get What You Need" Mandate

If you are interviewing for a marketing leadership role, you need to ask yourself—and your potential employer—a hard question: Are you hiring me to run a playbook, or to build a machine?

Doug’s journey began with a clear agreement. He wasn't restricted by an arbitrary budget or a "hire one person only" constraint. He was told to assess the reality of the business and build the organization required to meet its three-year growth goals.

[Pull quote, attributed: "I’ve yet to meet a marketer who has [demonstrated results in three months] successfully and lived to tell about it." - Doug Nelson, CMO, ExtensisHR]

This sounds like a luxury, but it is a necessity. If you do not have the organizational support to build the "right way"—which means investing in operations, cleaning up data, and aligning with sales—you are building a house on sand.

The First Hire: It’s Not Who You Think

When Doug arrived, ExtensisHR was a "Salesforce shop" using Pardot, but they lacked the operational muscle to use it effectively. Marketing was a service arm—great at making brochures, bad at tracking revenue.

His first hire wasn’t a demand gen wizard. It wasn’t a brand creative.

It was Marketing Operations.

"You do not want me trying to run marketing ops," Doug admits. "That would not work out well."

This is a common trap. Leaders try to "bootstrap" operations or dump it on a generalist. But without someone dedicated to field structures, reporting, and backend plumbing, you cannot prove value. You cannot scale. By hiring Ops first, Doug ensured that every subsequent dollar spent could be measured and optimized.

The Pivot: When the Playbook Fails

We all have our favorite plays. We have the agencies we trust, the channels we know, and the tactics that worked at our last job.

Doug is no different. He brought in a paid media partner who had delivered for him in the past. He assumed the "direct model" would be a rinse-and-repeat of his previous success in the PEO (Professional Employer Organization) industry.

He was wrong.

Six months in, the results weren't there. A lesser leader might have doubled down, blaming the creative or the market conditions. Doug killed it. He had the blunt conversation with his CEO and CFO: "This isn’t working. I’m going to have to move on from this partner."

The Realization: Paid is for Brand, Not Leads

This failure led to a critical realization about the modern B2B buyer. The "low hanging fruit" of paid search—where you put a dollar in and get two dollars of pipeline out—is largely gone.

ExtensisHR pivoted their paid strategy from direct response to brand amplification. They stopped expecting immediate clicks and started using paid to create air cover.

"Paid has really become a brand amplification tool," Doug notes. The goal shifted: get them to the website, then let the website do the work.

[Screenshot: A diagram showing the shift from "Paid for Leads" to "Paid for Brand + Website Personalization"]

By leveraging tools like Mutiny for personalization, they turned their website into a conversion engine. If paid media is the invitation, the website is the host. And if the host knows your name and what you need (thanks to good data), you are far more likely to stay.

Vintage Marketing: The Return of Direct Mail

While everyone else is chasing the latest AI algorithm, Doug went back to the mailbox.

Direct mail is often dismissed as "vintage marketing," but in a hybrid world, it cuts through the digital noise. For ExtensisHR, specifically targeting cohorts like charter and independent schools, direct mail offered a tangible touchpoint that email could not match.

But there is a caveat: It wasn't just "swag." It was strategic introduction. "It’s a way to introduce ExtensisHR... There’s an option for you to learn more."

When you combine high-touch offline channels (direct mail) with high-tech online personalization, you create a surround-sound effect that feels expensive but is actually just smart targeting.

Marketing 3.0: The Team Culture

You cannot automate authenticity. Doug’s team is small—lean and mean—but they outproduce larger teams because they focus on storytelling over spamming.

The culture is defined by a simple rule Doug tells every new hire: "If the team’s relying on me for the best idea, we’ve all failed."

This empowers the team to take risks. It encourages the "revenue marketing" arm to test specific verticals (focusing on 6-7 out of 18 possible verticals) based on data, not executive whim.

The Future: Pragmatism Over Hype

Finally, what about AI?

In a world where every podcast guest claims to be revolutionizing their stack with Generative AI, Doug’s take is refreshingly boring.

"I don’t anticipate adding additional headcount," he says. The goal for AI isn't to replace the storytellers; it's to make them efficient enough that they don't need to hire more people to do the grunt work.

"If you’re coming to our website, you’re probably looking for something specific. I want to make it as easy as possible for you to find that information."

That is the essence of the 3.0 marketing engine. It isn't about flashy new toys. It’s about using technology to remove friction, using data to focus effort, and using humans to tell the stories that build trust.

Key Takeaway

You don't need a massive budget to build a massive revenue engine. You need:

  1. Patience: Negotiate a realistic timeline with your leadership.
  2. Ops First: Fix the plumbing before you turn on the faucet.
  3. Adaptability: Be willing to kill your favorite playbooks when they don't work.
  4. Focus: Don't market to everyone. Pick your verticals and dominate them.

Stop trying to look big. Start acting smart.

About the author
A skilled player/coach with 20+ years of experience, she builds marketing teams from the ground up and drives companies into revenue hypergrowth.
Service page feature

The RevRoom podcast

In the RevRoom, your host invites you into the private conversations that lead to major marketing launches.
Listen in

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