Your Marketing Engine Probably Needs a Mid-Year Tune-Up

I'm bringing my SUV in next week. I drive over 30,000 miles a year-140 miles a day round-trip from the NH beach to Boston and a weekly trip to VT in the winter adds up, and as much as I'd rather skip the time and expense for this particular checkup, I know better. I must admit that I just might exceed the speed limit on 95 just a bit, but that's the car's fault since he tells me that he likes to run free and lets me know by its very quiet ride that "speed is just a number which is why they invented radar detectors".

An engine that runs that hard needs a consistent check-up. Not because something feels wrong; simply because peak performance doesn't maintain itself.

Your marketing operation is no different.

We're nearly six months into 2026. If you haven't looked hard at your marketing metrics recently, now's exactly the right moment. Not to admire what's working, but to find out what's quietly leaking performance before it costs you your revenue numbers for the second half of the year. 

Here's where I'd focus your own diagnostic:  

 

Start With the Engine: The Revenue-Connected Metrics

Everything else in Marketing is noise if it doesn't connect to revenue. In our sales and marketing work with customers, we work hard at making the complex simple, and in that definition, Marketing has only one job, and that's to produce highly valuable leads that produce that sales revenue at the price points that we all agreed to. To make that statement more emphatic, no CEO or board member is asking how many impressions you generated. That person is asking just three questions regarding Marketing: 

1. Are we producing the right leads?
2. Are those leads closing in right timeframe?
3. At what cost?

Customer Acquisition Cost (CAC) remains the foundational metric, but we need to measure it the right way. This is an important nuance that that we work on with our customers and it's what I teach my students every semester as they work through their marketing team projects.  Make sure that you split CAC between marketing expense spend (programs, tools, paid media) and marketing people (fully-loaded compensation). My experience is that many companies only measure one or the other and fool themselves on the true cost...or worse, they look at the total CAC including the Sales expense.  While that's an interesting high-level comparative indicator, it's meaningless in terms of the critical marketing metrics of what's healthy and what isn't.

Last year and more and much more in 2026, we're seeing AI-powered tools compressing the expense spend side of CAC significantly especially in automated content generation, campaign optimization, and predictive targeting. If your CAC isn't reflecting those efficiencies yet, you need to be much more deliberate and detailed in splitting your specific assessments of your marketing health...which comes back to detailed CAC. 

Marketing-Sourced Pipeline ($) is a critical primary this year. If you're still leading management discussions with your boss and peers only with MQL volume, it's really not that important.  You need to be much more detailed with the actual dollars of qualified pipeline that marketing created or heavily (>50%) influenced.  In our own case, using Claude linked directly into our Hubspot platform, we now measure the exact definition of when, where, and by whom that lead was created as the lead is exactly tracked from MQL to SQL through Discovery to a BUC ("Business Use Case"-our own definition of "proposal") to a closed deal.

The Transmission: Quality and Velocity

A high-performance car doesn't help you if the power isn't transferring efficiently to the road.

Cost Per MQL tells you how efficiently you're converting marketing activity into qualified interest. Create your own tracking breadcrumbs here by using AI-assisted content and personalization at scale. Very quickly, you'll see meaningful reductions in your cost per MQL, because you will be reaching the right buyers earlier in your marketing funnel with more relevant messaging.

MQL-to-SQL Conversion Rate is your quality check. A 15% conversion rate on tight, well-qualified MQLs is worth far more than 40% on a sloppy, high-volume list. If this number isn't meeting your plan, it's usually a signal of a misalignment between what marketing is calling "qualified" and what your sales team actually experiences. That could be as simple a fix as a redefined SLA between the heads of Sales and Marketing for the 2nd half of the year, or it could be something much more complex. Fix the definition first before taking apart the engine.

Funnel Velocity is the time it takes measured in days to move a defined lead in our own funnel acronym of A.C.E from Awareness to Consideration to Engagement to an MQL. This is where we see AI having its most dramatic impact this year. AI-infused nurture sequences, dynamic content personalization and real-time signal detection are compressing timelines that used to take months into weeks.

A simple conceptual thought you might want to think about a bit in this very busy week: If your marketing funnel
velocity hasn't improved this year, my guess is that you're not yet using AI as an integral part of your engine, but just as an accessory or a decoration.


AI Is the Fuel System, Not an Add-On

I want to be direct about how to think about AI in the context of these metrics. AI in 2026 isn't a tactic you deploy for certain campaigns. It's the operating system powering your engine. Let's go back to my SUV analogy.  AI should be thought of as the entire power train of your car.  If that doesn't work for you, think of AI as the electricity in your recently remodeled house. It runs your targeting, your content, your lead scoring, your attribution modeling, your nurture sequences and both your inbound and outbound prospecting.

That's the tune-up. Not replacing what you have. Measuring it honestly, finding the leaks, and heading into the second half of 2026 with a machine running at peak condition.  T

To bring this down to reality, I spent 3 hours Saturday morning talking to Claude as we diagnosed and cleaned up our Hubspot database health simply to better assess the impact of this and future blogs 


The Bottom Line

Six months in, there's still plenty of time to dramatically change your Marketing for this year!  

-Measure your CAC.
-Measure your pipeline contribution in dollars.
-Check your funnel velocity.
-Run an AI diagnostic 

Have a superb week Marketing & Selling!  Give me a call if you want to kick around a few ideas.


Jack is Managing Partner of Derby Management, a strategy consulting firm, and is the founder of the Derby Entrepreneurship Center at Tufts University, where he has been teaching for 20 years ago. Every semester's content is significantly updated with a heavy emphasis in 2025 and 2026 in AI's use in Inbound Marketing. At Derby Management, Jack and his managers architect and build business strategies heavily focused on sales and marketing processes, tools and tech platforms. 
 

"Writing the Winning Marketing Plan"
"Writing the Winning Sales Plan"
"Writing the Winning Business Plan"
www.derbymanagement.com
Derby Entrepreneurship Center at Tufts.

For those parents who have graduating students, you may want to send them this:
"The Marketing of Me"

 

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Tags: HubSpot Tips, Making Tough Choices, Derby Entrepreneurship Center at Tufts, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

The Rhythm of Kicking of a New Sales Year

Mid-January today, and already it seems like we’re deep into 2026. Certainly, it's deep into winta' weatha' this morning since when I left the NH beach at 5:00, it was all of 10 degrees with a wicked wind.  Normal New England weather following the natural rhythm of the NE seasons.

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Tags: Sales Best Practices, Sales Management Best Practices, Sales quota, Making Tough Choices, Derby Entrepreneurship Center at Tufts, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

It's time to get to it...

Mid-December, with a ton of advance planning, I left the normal work rhythm of the NH beach, the Boston office and the final exams of Tufts and retreated to the woods of Vermont to focus on long overdue projects, planning for our upcoming 2026 sales and strategy meetings, and, of course, preparing the house for Christmas.

With boxes and more boxes of ornaments and cascades of tangled strings of lights themed around various colors trucked over from the studio, the house becomes a somewhat chaotic and mildly disorganized process that somehow always ends up in the right space.  


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Tags: Sales Management Best Practices, Making Tough Choices, Derby Entrepreneurship Center at Tufts, Derby Entrepreneurship Center, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

What’s Your Number? How Sales Leaders Can Crush Year-End

 

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Tags: Sales Best Practices, Sales Management Best Practices, Making Tough Choices, Derby Entrepreneurship Center at Tufts, 2025 Business Planning, 2025SalesPlanning, 2026 Sales Planning

It's Time to Speed Up

I spend a lot of time driving fast from the NH beach to work in Boston, frequent trips to Tufts and end-of-the-week...like this afternoon...3-hour expeditions to VT.  As a result, I frequently trade in cars just before the time of the dreaded "you need new tires and brakes" checkup.  

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Tags: Sales Management Best Practices, Making Tough Choices, Derby Entrepreneurship Center at Tufts, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

Be Slow to Hire in Sales

Following Friday's Job Report and this morning's WSJ article on job creation, the bottom line seems to be "slowing, not stalled".  Given that... and the ups and downs of tariffs...the word we hear everywhere in our fall planning sessions for 2026 is "uncertainty"!

What is certain is that there's a surplus of incredible younger talent looking for jobs from recent GenZ grads to heavily experienced Millennials especially in sales and marketing.  What this means for those of you who are looking to hire, now is the time push ahead...but do it slowly. 

We clearly understand the uncertainty issue, but considering the 12-18+ months it takes to fully ramp up any salesperson, my strong recommendation is to start the process now...but be slow and absolutely thorough in your process:

 

 

  • Tighten up the job description, and most importantly, create a very detailed internal checklist.
  • Detail the exact skills and experience you need and then test for those skills in presentations.
  • Define the personal characteristics that match your, and use PI or similar tools for assessments.
  • Be exacting in discussing your 2026 KPIs during your interviews.  

There's a phrase we use in our hiring process for salespeople: "Be Slow to Hire & Quick to Fire" 

What we've seen too many times is that there's a sales opening because a salesperson or a manager unexpectedly quit creating a rush to hire and fill that opening. Job descriptions are quickly updated, KPI objectives are generalized, postings are made on LinkedIn and other platforms, and a flurry of "let us know if you know anyone" calls are made to personal connections. Nothing is wrong with these tactics, but they're just not thorough enough.  The cost of a bad sales hire is not just the two years of lost revenue; it's the hit on reputation both internally and externally.

Where it goes wrong...

  • Detailed time is not taken and 100% agreed to by the hiring team regarding the four bullets above.
  • There are artificial pressures that lead to "good-enough" hiring.   
  • There is not enough emphasis placed on interpreting and assessing the personal characteristics.  We often use the analogies of dating and getting married since that's exactly what's happening in the senior management positions of sales.   

If you want to talk through a couple of ideas or get access to my students or recent alums, just connect with me at any time.  A good use of my time commuting in and out of Boston. 

Have a great day selling today!


It's time to begin your business & Sales planning for what lies ahead in 2026.

Think about taking a day out this September and October to tune up your business and sales plans.  Here's our free how-to ebooks for a few ideas: 
"Writing the Winning Sales Plan"
"Writing the Winning Business Plan"
"Writing the Winning Marketing Plan"
"The Marketing of Me"

We outline ideas on structure, models, process funnels, productivity tools and how to recruit, hire and onboard the best people.  A few hands-on guides for real managers written by real managers with their fingers in the dirt.  

Connect with me any time at jack@derbymanagement.com and let's discuss your own 2026 planning!     

 

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Tags: Sales Management Best Practices, Making Tough Choices, Sales Hiring & Onboarding, Derby Entrepreneurship Center at Tufts, 2025 Business Planning, 2025SalesPlanning, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

"Tis the Season..."

No, it's not The Season, this is the other one...the end of the Summa of '25.  One can already hear it in the language being used by parents with their kids, most of whom are already back in school.

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Tags: Sales Best Practices, HubSpot Tips, Making Tough Choices, 2026 Sales Planning, 2026 Business Planning, 2026 Marketing Planning

A Pebble in Your Shoe

I was out running on the NH Beach this morning and picked up too much sand and a small pebble in my way-too-loose Saucony's.  I tolerated it for the run out, but then reaching the end of the seawall, just sat down, took off the shoes, shook out everything, laced up and motored back. 

I'm a pretty bad runner and basically, it's an excuse to get out on the beach at 6:00 AM when the weatha's as superb as it's been. 

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Tags: Sales quota, Making Tough Choices, Sales Hiring & Onboarding, Derby Entrepreneurship Center at Tufts, 2024 sales and marketing best practices, 2025 Business Planning, 2025MarketingPlanning, 2025SalesPlanning

It's Time to Focus on Revenue Growth!

Easter 042025I trust that everyone had a wonderful Easter weekend and enjoyed the perfect spring weather, fun family gatherings and a special time to reflect.

On this Easter Sunday, I found myself on the NH beach at sunrise realizing once again that in the environment surrounding me, the only opportunities I can personally impact are those where I can take specific actions to impact specific change. I like to make the complex simple, which is difficult, so I bring it down to my own points of interest where I can personally make a difference.

 

What I certainly cannot do is to impact the tide coming in or the sun rising.  Similarly, I can't impact geopolitics or make any meaningful difference to the general economy, tariffs or political infighting.  That being said, what I can do is take immediate action right now to impact revenue growth in my own company!  What I know from a lengthy list of unexpected disasters, recessions and global wars over decades of running businesses is that now is the time to take action to grow revenue and not retrench and hunker down. 

 

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Tags: Making Tough Choices, Derby Entrepreneurship Center, 2024 sales and marketing best practices, 2025 Business Planning, 2025MarketingPlanning, 2025SalesPlanning

It's that time of year...

I have the excitement of living on the NH beach, working in Boston, teaching at Tufts and spending time in Vermont.  If it weren't for the NH-Boston commute, the daily rhythm would be perfect, but it is what it is, and even the length of the commute has a seasonal rhythm of its own with the fall being the worst.  At least the drive is a good time for podcasts.

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Tags: Sales Best Practices, Sales Management Best Practices, Making Tough Choices, Derby Entrepreneurship Center at Tufts, 2025 Business Planning