Insights
(01) — Insights

Operator-grade thinking for the next four quarters.

Essays, field notes and briefings on performance marketing, digital transformation and AI — written from inside mid-market and PE-backed operating seats, not from a conference stage.

The PE-backed CMO is dead. What replaces it is closer to a COO with a P&L.
Featured · EssayTransformation

The PE-backed CMO is dead. What replaces it is closer to a COO with a P&L.

Five-year holds don't tolerate brand-first marketing leaders. The new mandate is operator-grade: pipeline, payback, and platform consolidation — measured every quarter against the LBO model.

Read essay →9 min read · JUNE 2026
(02) — Latest

What's published this quarter.

Performance Max isn't a strategy. It's a margin test you keep failing.
Field notePerformance

Performance Max isn't a strategy. It's a margin test you keep failing.

Why most PMax accounts under €50k/month leak 18–24% to brand cannibalisation — and the three structural fixes that recover it before the next board pack.

JUNE 2026 · 6 minRead →
Agentic search is rewriting demand capture. Most CMOs are six months late.
BriefingAI

Agentic search is rewriting demand capture. Most CMOs are six months late.

ChatGPT, Perplexity and Gemini are now the first surface for 12–18% of considered B2B queries. The GEO playbook for mid-market firms that don't have a Fortune 500 SEO team.

MAY 2026 · 8 minRead →
Day 1 to Day 100: the marketing integration plan PE keeps cutting from the deck.
PlaybookM&A

Day 1 to Day 100: the marketing integration plan PE keeps cutting from the deck.

A working sequence — domains, attribution, CRM, ad accounts, brand — that turns a bolt-on into a revenue contributor inside one quarter instead of three.

MAY 2026 · 7 minRead →
Your stack has 47 tools. Eleven of them are doing the work.
Field noteMartech

Your stack has 47 tools. Eleven of them are doing the work.

A field-tested audit method for cutting martech spend 30–40% without losing capability — and the four categories where consolidation usually backfires.

APRIL 2026 · 5 minRead →
Why the in-house vs. agency debate is the wrong question for sub-€500m firms.
EssayOperating Model

Why the in-house vs. agency debate is the wrong question for sub-€500m firms.

The hybrid pod model that mid-market operators are quietly standardising on — and the three roles that have to sit inside the business, no exceptions.

APRIL 2026 · 6 minRead →
Incrementality testing for companies that can't afford a data science team.
PlaybookPerformance

Incrementality testing for companies that can't afford a data science team.

A pragmatic geo-holdout framework you can run in Looker Studio over a weekend. Includes the two sanity checks that catch 90% of false positives.

MARCH 2026 · 7 minRead →
The genAI productivity claim nobody at your portfolio company can prove.
BriefingAI

The genAI productivity claim nobody at your portfolio company can prove.

How to instrument a marketing team's AI usage so the EBITDA story holds up in the next investor update — without turning the office into a surveillance state.

MARCH 2026 · 6 minRead →
CDPs are not a transformation. They're a receipt for one.
EssayTransformation

CDPs are not a transformation. They're a receipt for one.

Why 70% of CDP implementations stall inside the first year — and the operating-model preconditions that decide whether the platform pays back or becomes a line item to defend.

FEBRUARY 2026 · 8 minRead →
The two CRM migrations worth doing, and the four that destroy a year of pipeline.
PlaybookMartech

The two CRM migrations worth doing, and the four that destroy a year of pipeline.

A decision tree for go/no-go on Salesforce, HubSpot and Dynamics moves — built from twelve mid-market transitions, six of which we'd undo if we could.

FEBRUARY 2026 · 7 minRead →
(03) — The dispatch

One operator's read, once a month.

No roundups. No takes on takes. A single, written briefing on what's actually moving inside the accounts, boards and stacks I work in — sent the first Monday of each month.