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HHarborstone GroupIllustrative business workspace
CMO · Growth portfolio

Put growth investment where durable demand is forming.

Market & Growth sees segments, pipeline, acquisition economics, adoption, and retention—without financial ledgers or raw customer identifiers.

Growth review · Q3 2026
FY26 market & growth · Strategic commitmentConcentrate growth on markets and clients with durable value.Net Revenue Retention · Target 108% · Accountable: Sofia Ramirez
Marketing-sourced pipeline$12.8m+18% year over year
Qualified pipeline coverage3.2×3.0× operating threshold
CAC payback14.2 mo+1.7 months vs plan
Net revenue retention103.4%Expansion masks logo loss
Portfolio decision

Acquisition is healthy. Durable growth is weaker than the headline.

Expansion among Digital Products clients keeps NRR above 100%, while Core Advisory and first-year Managed Services clients account for most retention risk. The next dollar should not be spread evenly.

Investment allocation

Growth programs by return and confidence

Enterprise expansionHigh returnHigh confidence
Managed Services onboardingHigh returnMedium confidence
Broad paid acquisitionLow returnHigh confidence
Client educationMedium returnMedium confidence
CMO docket

Decisions due this cycle

Customer 360 access request exceeds its purpose

Marketing requested direct identifiers with no expiry for a bounded churn campaign.

Due Aug 15
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