CMO to CRO: The Revenue Takeover by the Next Generation Executive
Shows marketing leaders how to break down the walls between marketing, sales, service and IT, using a four-phase plan that unites tools, teams, goals and leadership around the customer and revenue.

Table of Content
1. Introduction
58 sec
If you lead marketing, you may answer for growth while controlling only one piece of what the customer experiences. In CMO to CRO, Mike Geller, Rolly Keenan and Brandi Starr argue that the real enemy is the wall between departments. They draw on long careers in consulting, technology and marketing. When marketing, sales, IT and service each run their own budgets, tools and data, customers feel the cracks and revenue leaks away.
Their fix is a four-phase plan they call the Revenue Takeover. The argument is simple. Growth follows when every customer-facing team shares one set of tools, one operations group, one set of goals and one leader. A marketer is well placed to drive that change.
Along the way you get a method for auditing your tech stack and a model for a joint operations team. You also get a test for goals worth chasing and a first-100-days plan for the executive who ties it all together.
2. Spot the silos that are costing you customers
1 min 28 sec
A buyer spends twenty minutes telling your website what they need, then gets a cold call from someone who heard none of it. The reason sits deeper than one careless salesperson, and it slowly drains talent too.
3. A front office where every handoff builds momentum
1 min 38 sec
The authors picture a revenue team that moves like falling dominos, each part adding force to the next. Connected software is only half of what that picture needs, and the other half is harder.
4. Map your tools before you buy new ones
1 min 34 sec
Most companies fix customer experience by shopping for software first. The authors argue that order wastes money, and they describe a simple grid that shows what to keep, merge and replace before any vendor calls.
5. Build one team to run every customer tool
1 min 51 sec
Owning connected tools is pointless if nobody owns them together. Building the team that does means persuading the chief executive, choosing a rare kind of leader and expecting some managers to fight the change.
6. Set goals no single department can reach alone
1 min 40 sec
Some goals are so big that no department can claim them, and that turns out to be their main value. The hard part comes after everyone agrees on them, and it can take a year or more.
7. Your next revenue chief may be your marketer
1 min 57 sec
The executive who ties the revenue organization together is neither a classic sales chief nor a cost cutter. The authors say the right candidate may already be on your payroll, and they give that person a 100-day plan.
8. Conclusion
1 min 06 sec
The book’s real claim is that customers judge a company as one thing, even when the company is organized as five. Each phase of the Revenue Takeover narrows that gap. It brings tools that share data, a team that runs them, goals that need everyone, and one executive accountable for the whole experience. According to the authors, marketers who have the boldness and foresight to take charge are in a strong position to get it going, promoting a more collaborative approach centered on the customer.
The first moves are modest. Trace one customer’s path and count the moments where someone had to repeat themselves, like the buyer whose 20-minute chat never reached the salesperson. Before buying anything, set your current tools against your use cases and ask the people who use them what works.
Then propose a single goal so large that marketing, sales and support can only reach it together, and watch who starts talking to whom.
Silos are stubborn, the authors warn, and the change can take a year or more. A buyer who never has to start over is the clearest sign it is working.
About this book
What is this book about?
Customers rarely notice how a company is organized, but they feel it when marketing, sales and support each tell them something different. Mike Geller, Rolly Keenan and Brandi Starr argue that departmental silos, with separate budgets, software and data, are the main reason companies fail to give buyers a consistent experience. In their view, the damage reaches revenue, innovation and staff retention. Their remedy is the Revenue Takeover, a four-phase plan. Companies first gather customer-facing technology into one connected set. They then form a Revenue Operations team to run it and align every revenue function around a few shared goals. Finally, they appoint a Chief Revenue Officer who leads marketing, sales, customer success, support and operations together. The book speaks to marketing leaders in particular. The authors see them as well placed to drive this change and to grow into the CRO role. Readers get a way to audit their tools, a model for a shared operations team, a test for cross-team goals and a plan for a new revenue leader's first 100 days.
Book Information
Who it's for
Marketing leaders owning growth
Marketing leaders who answer for growth but control only a slice of the customer's experience.
Leading disconnected teams
Founders and operators whose sales, marketing and support teams run on separate tools and goals.
Managers aiming for CRO
Managers aiming for a chief revenue officer role who want a plan for uniting teams.
About the Author
Mike Geller
Mike Geller is a technologist who serves as a chief technology officer and has fifteen years of consulting experience. Rolly Keenan holds an MBA in marketing from the Kellogg School of Management at Northwestern. He has served as chief revenue officer of Tegrita, where he managed enterprise software, consulting and marketing strategy. Brandi Starr has worked as Tegrita's chief operating officer, leading the company's marketing initiatives, and has about twenty years of experience in digital marketing.
Ratings & Reviews
Ratings at a glance
What people think
Listeners describe the book as a superb asset, with one person highlighting it as essential for both established and future CMOs. It also garners praise for being exceptionally easy to read.
Top reviews
Finally, a business book that doesn't just complain about problems but actually proposes a functional architectural change for the C-suite. The transition from CMO to CRO is more than just a title change; it’s about a total technological and cultural integration. I loved how the authors addressed the nightmare of managing a modern tech stack that keeps changing. In my experience, most books ignore the 'how' of technology, but this one embraces it as a central pillar. It’s incredibly readable and perfect for a weekend flight. If you are tired of the constant bickering between sales and marketing, this is the solution.
Show moreWow, I wasn't expecting a business text to be this engaging and easy to digest. Most books on revenue operations are dry as dust, but the collaboration here between the three authors keeps the pace moving. They tackle the integration of marketing, sales, and account management with a refreshing level of honesty about current failures. I especially liked the focus on how technology should support the strategy, not dictate it. This is a must-read for any current CMO who wants to remain relevant in a world where data is king. It really changed how I view our internal silos.
Show moreAny aspiring marketing leader should consider this a mandatory addition to their shelf. Geller, Keenan, and Starr dive deep into the messy overlap between marketing and sales, offering a blueprint for the modern CRO role. I found the sections on breaking down departmental silos particularly enlightening because my own company struggles with fragmented scorecards. While the writing is punchy and accessible, I did feel it leaned heavily on the theoretical side in the middle chapters. It’s a fantastic resource for someone looking to pivot from a traditional CMO path into a broader revenue-focused leadership position. Not every suggestion will work for every startup, but the mindset shift is invaluable.
Show moreEver wonder why your marketing spend never seems to translate into the sales numbers the board expects to see? Geller and his co-authors break down the dysfunctional scorecard system that plagues modern corporations today. They suggest a radical realignment under a Chief Revenue Officer to bridge the gap between lead generation and closed deals. To be fair, implementing this would require a massive amount of political capital within an organization. I found the tone to be very encouraging and professional, making a complex topic feel manageable. I’ll definitely be recommending this to our executive team as we plan for the next fiscal year.
Show moreAfter hearing about this book on a recent podcast, I decided to see if the hype was justified. It’s a fantastic resource for anyone trying to navigate the choppy waters of modern corporate structure. The authors explain why having separate technologies for sales and marketing is a recipe for disaster. Not gonna lie, I saw my own company’s dysfunction mirrored in almost every chapter. The tone is analytical yet accessible, which helps when you’re dealing with high-level strategy. It provides a much-needed roadmap for any organization that feels stuck in its old, siloed ways of thinking.
Show moreThe tech stack discussion in this book is worth the price of admission alone. Most leaders ignore how much money is wasted on redundant software that doesn't even talk to each other. Personally, I found the call for a unified CRO to be the most compelling part of the entire narrative. It’s a strategic look at revenue growth that considers the entire customer journey rather than just the top of the funnel. While some of the sections felt a little repetitive, the core message is vital for today’s market. I’m giving it four stars because it actually addresses the 'dysfunctional' reality of most offices.
Show moreThe core argument here—that sales and marketing are fundamentally misaligned—is something I witness every single day at the office. This book identifies the technological friction that prevents teams from hitting their targets. Frankly, the authors hit the nail on the head regarding how different departments use conflicting data sets to justify their performance. My only major gripe is the lack of diverse case studies for non-tech industries. It’s an insightful read for executive leaders, but it leaves you wanting more boots-on-the-ground examples of how to implement these massive changes. Still, it provides a solid foundation for strategic growth.
Show moreThe authors clearly understand how modern businesses get bogged down by poor tech decisions and legacy workflows. They paint a vivid picture of the friction between account management and marketing departments. While I appreciate the clear overall plan, the book occasionally feels like a long-form pitch for a specific way of working. It’s a very worthwhile read for leaders trying to grow revenue strategically, but don't expect a step-by-step manual. Truth is, the theory is sound, but the execution is where most companies will likely stumble. It serves as a great conversation starter for internal realignment meetings.
Show moreLook, if you have spent more than five years in the SaaS world, most of this will feel like common sense. The book does a decent job of validating the frustrations we all feel, but it didn't offer the 'aha' moment I was hoping for. For someone new to the executive level, it’s probably a goldmine of information. For veterans, it’s a bit of a 'duh' experience that simply rehashes the importance of unified goals. The writing style is clean, which makes it a quick read, but the depth just isn't there for seasoned tech operators. It’s okay, just not revolutionary.
Show moreTo be fair, the premise that we need better alignment is something we have been hearing for over a decade. This book spends a lot of time explaining the problem, which most of us already understand intimately. I was hoping for more practical, granular examples of companies that successfully made the jump to the CRO model. Instead, it felt a little too theoretical and light on the actual data to prove the success of their recommendations. It’s a nice validation of my current frustrations, but I’m not sure it gave me the tools to fix them. A decent read, but ultimately a bit thin.
Show moreQuestions about this book
What is the main idea of CMO to CRO?
Mike Geller, Rolly Keenan and Brandi Starr argue that silos between marketing, sales, IT and service, each with its own budget, software and data, break the customer’s experience and drain revenue. Their answer is the Revenue Takeover. It joins customer-facing technology, people and goals under one revenue organization, led by a Chief Revenue Officer. They see marketing leaders as well placed to drive the change.
What are the four phases of the Revenue Takeover?
The first phase gathers customer-facing technology, which the authors call RevTech, into one connected set, after mapping tools against use cases. The second builds a Revenue Operations team to manage that stack together. The third aligns the whole revenue organization around shared goals and joint planning. The fourth appoints a Chief Revenue Officer who leads marketing, sales, customer success, support and RevOps.
What is a Wildly Important Goal in CMO to CRO?
The authors recommend setting three Wildly Important Goals, objectives so central that missing them would make other achievements count for little. Examples include doubling revenue in 18 months or regaining market leadership. The key test is that no single department can reach them alone. That forces marketing, sales, customer success, support and RevOps to plan together.
What should a new chief revenue officer do in the first 100 days?
The authors give the new CRO three priorities. Align processes across the revenue organization so customers get a smooth experience from end to end. Reset each function’s goals to support that experience and the overall revenue targets. Examine resources and structure to ensure that staff with suitable talents and abilities are in position. They advise frequent communication and patience with early setbacks.
Who should read CMO to CRO?
It suits marketing leaders who want broader responsibility for revenue, and executives whose customer-facing teams work in silos. Leaders planning to merge sales, marketing and support operations will also find it useful. The book offers a tool audit method, a model for a Revenue Operations team, a test for shared goals and a first-100-days plan for a chief revenue officer.
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