The IRMO Playbook: Four moves, in order, every time.
Every engagement runs the same four moves, whether it is a 30-day assessment or a two-year rebuild. The letters are a coincidence I decided to keep.
Identify
Days 1 – 30Find out what is true before deciding what to do. Audit the brand, funnel, data, stack and team. Interview sales. Baseline where you show up in Google and in AI answers.
- Marketing audit and scorecard
- ICP and positioning read
- Prioritized 90-day plan with a number attached
Roadmap
Days 30 – 45Turn the findings into a sequence: what to fix first, what to stop, what to build, who does it, what it costs. Agreed with the CEO or partners before anything is bought.
- Quarter-by-quarter roadmap
- Budget and vendor plan
- Reporting cadence and KPIs
Market
Days 45 – 180Build and launch. Website, CRM and tracking first so nothing leaks, then the few programs most likely to move pipeline: content, search, paid, partners, sales enablement.
- Foundation rebuilt and instrumented
- First programs live
- Weekly pipeline report
Optimize
OngoingRead the numbers, cut what is not working, double down on what is. Train the team or hire the person who will run it, document everything, and hand off clean when the time comes.
- Monthly optimization review
- Playbooks and SOPs
- Hire-and-train or hand-off plan
Most marketing fails in the sequence, not the tactics.
Campaigns before measurement
Money goes out before anyone agrees what a lead is. Three months later the argument is about attribution instead of results. Identify exists to stop this.
Building before deciding
The site, the CRM and the agency get bought in parallel by different people. Roadmap puts the decisions in one document the CEO has signed before anything is purchased.
Activity without a hand-off
Programs run until the consultant leaves, then stop. Optimize ends in documentation, training and a hire-or-hand-off plan, so the function keeps running.
The same four moves, six industries.

Alpha Mortgage Corporation
Rebuilt the digital foundation and lead engine for a lender with 50+ loan officers, producing $40M in qualified opportunities in 30 days.

Guaranteed Rate
Led marketing for Agent Advantage (agents.rate.com), the platform serving 110,000+ registered real estate agents whose referrals fed loan production company-wide.

Amplify HR Management
Built a complete marketing function as the first marketing hire: rebrand, a 700+ page Next.js website, attribution, reporting and a review engine.