Internal
Sales Handoff
[AI Software Co.]
Signed → Delivery | March 30, 2026
Sales
Connor → Raaja
CMO Assigned
TBD (Chris)
Client Snapshot
Stage
Growth
Scaling fast
Industry
AI / SaaS
B2B software
Kickoff Date
[Date TBD]
Scheduled by Rachelle
Key Contacts
P
[Head of People Name]
Head of People
Why MH1
★
CMO fit is everything
Deeply focused on the right CMO match — high bar
⬡
Full marketing team support
Not just a CMO — they want the whole embedded team
↗
Expand into new verticals
Big ambitions — significant scale on the horizon
CMO Assignment Notes
What they need
- B2B SaaS or AI software background
- Comfortable in growth-stage, high-velocity orgs
- Strong in demand gen + brand strategy
- Vertical expansion experience a plus
Leadership context
- High-caliber, ambitious leadership team
- HBAI-caliber expectations
- CMO will be evaluated closely in early weeks
- Channels: Paid Social, Paid Search, Email, Organic Social, SEO, Biz Intelligence, Shopify
Before Kickoff Checklist
Review Fathom call recording (Raaja + CEO + COO + Head of People)
CMO
Request account access — all channels
CMO PM
Confirm systems access granted by client
Drea
Create Notion / Asana workspace
CMO PM
Send welcome email to client
CMO
Confirm Day 0 kickoff time with client
CMO PM
Raaja's Notes
"They're really focused on the CMO being a good fit. Need full marketing team support. ~$1M/mo, big aspirations to expand into new verticals. Important to review the Fathom recording before kickoff — the CEO, COO, and Head of People were all on the call. High expectations, high-caliber team."
— Raaja, intro call + demo
MH1 Internal · Sales Handoff · March 30, 2026
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