Phased Implementation
So, how can CMOs embark on this Nayi Disha? Let’s break it down into phases.
The starting point assumes that the fundamentals are in place: a CDP, a martech platform (ideally, a Unistack rather than a patchwork of software solutions), a search and product discovery platform for eCommerce companies, and the 1.0 communications channels.
Phase 1 (30 days)
- CMO-CEO alignment is crucial for this mission to succeed. An audit of ad spend should be conducted to estimate the AdWaste resulting from misguided acquisition and reacquisition efforts. This identified AdWaste should become a key target for both the CMO and CEO to address.
- Organise a Strategy Foundry to align various teams for the next stage of the journey.
- Set the North Star Metric as “Earned Growth.” This metric refers to the expansion a company experiences due to the actions and recommendations of its loyal customers. In essence, it’s growth driven not by traditional marketing or sales efforts, but by organic growth and revenues generated through word-of-mouth promotion. It thus combines the power of retention and referrals.
- Collaborate with the Email Service Provider to implement the Email Envelope, along with AMP-powered Epps in the body to drive in-channel conversion.
- Begin establishing the Large Customer Model.
- Create AI Twins for segments initially using adtech data.
- Develop a Velvet Rope Marketing plan for Best Customers. Ideally, the team handling this should be housed in a separate business unit.
- Start tracking key metrics such as customer retention rate, LTV, and CAC to establish a baseline for improvement.
Phase 2 (90 days)
- By this stage, the Large Customer Model (which can also be considered as a Composable CDP) should be operational.
- The Co-Marketer and AI Twins can now start working together. AI Twins (for Segments) should start integrating martech data alongside adtech data, laying the foundation for Generative Journeys that adapt based on customer actions.
- The Email Envelope will have started yielding results leading to an improvement in email open rates, more actions, and increased collection of zero-party data. Additionally, ActionAds should begun generating incremental revenue from non-competing brands.
- Expand Channels 2.0 to WhatsApp and RCS for specific use cases bearing in mind that these are more expensive channels.
- The Progency should have a team in place for Kaizen services.
- Implement A/B testing for key marketing initiatives to measure the impact of new strategies.
- Begin phasing out low-performing adtech spend based on insights from the Large Customer Model and AI Twins.
- Initiate training programmes for marketing teams to ensure they can effectively leverage the new tools and strategies.
Phase 3 (180 days)
- By now, all the three ideas discussed – Agentic AI, AMP in Email, and Progency – should be in full flow.
- The AI Twins program can be expanded to include the creation of Singular Twins for Best Customers, as well as other types of twins, such as product twins, store twins, and location twins. The ability for a marketer or a Co-Marketer to converse 24×7 with any of these twins will provide extraordinary insights into customer behaviour and competitive activities.
- Analyse the impact of the Velvet Rope Marketing plan on Best Customer retention and LTV. Adjust strategies based on the insights gained to further enhance customer loyalty and value.
- Leverage advanced predictive analytics to anticipate customer needs and behaviours, enabling proactive and personalised marketing initiatives. The interactions between the Co-Marketer and AI Twins will be invaluable in this process.
- Create a comprehensive, real-time dashboard that offers actionable, real-time insights into key metrics, allowing for agile decision-making across the organisation.
- The success of these retention initiatives should lead to a reduction in AdWaste, accompanied by an increase in revenues as more customers are guided towards maximising their LTV.
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The magic formula for success and creating a profipoly is elegantly simple: (Lo CAC + Hi LTV)n. With every additional data point from customers, the platform becomes stronger. The AI layer is fine-tuned to bring a new level of customer understanding, personalisation, and adtech and martech efficiency. Enhanced RoI will result in increased revenues and profits, generating free cash flows to invest in innovation and new products. The Profipoly Playbook is the best moat a business can construct: by draining the oxygen of profits from slower competitors, agile brands can emerge as the dominant players in their respective markets.

