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Leadership + Marketing Briefing

The scorecard that finally links leadership, sales, and marketing

"Is Our Marketing Actually Working?" The question every business leader asks. The answer most scorecards cannot give.

In 2026, leaders are under more pressure to explain what marketing is doing, what it is worth, and what to do next. This 60-minute briefing shows how to turn messy reporting into a scorecard people can actually use.

May 21, 2026
12:30 PM - 1:30 PM ET
Live Virtual Briefing
Manny Martinez Dave ConklinJonathan HostetlerPam Abreu
Hosted by Manny Martinez
with Dave Conklin, Jonathan Hostetler, and Pam Abreu

Executive Registration

Reserve Your Seat

See where your reporting helps, where it confuses people, and what to ask next.

Confirmation and session access details will be sent by email.

Best attended in pairs. Bring the marketing leader who owns the numbers.

What You Will Get

Practical resources tied directly to the briefing, so the next scorecard conversation is easier to lead.

01

The Profit Path Builder scorecard view

See how offering, prospect, magnet, channel, and conversion roll up into one scorecard leadership, sales, and marketing can use together.

02

A downloadable scorecard asset

Get a practical resource you can use to think through what should be measured, what is trusted, and what needs a clearer answer.

03

Recording and post-session resources

Live registrants receive the recording link, the main takeaways, and follow-up resources after the webinar.

The Gap Between Questions and Answers

You are asking fair questions. Most reports are not built to answer them clearly.

What You Are Asking

  • Is the marketing working?
  • What are we getting for the spend?
  • Should we invest more or pull back?
  • Why does the report look busy but say so little?
  • Can I defend this budget next quarter?

What You Get Instead

  • Dashboards full of activity and light on outcomes
  • Attribution that stopped being useful a long time ago
  • AI tools creating more data, not more clarity
  • Metrics that look fine alone but mean little together
  • A monthly report that gets nodded at, then doubted later

The data isn't the problem. The scorecard is.

What gets measured, and how it gets explained, decides whether marketing is treated like a growth engine or the next thing to cut.

What Good Looks Like

What a Scorecard That Works Looks Like

A good scorecard is not a longer report. It is a clearer one. It helps leaders see what is working, what is not, and what should happen next.

01

Built for decisions, not activity

Every metric should help answer a simple question: keep funding it, increase it, reduce it, or stop it.

02

Honest about what you know

It is clear about what is measured directly, what is estimated, and what is only directional.

03

Tells a forward-looking story

It should explain where the business has been, where it is now, where it is going, and what comes next.

What The Report Should Cover

It should read like a short executive brief, not a pile of charts.

  • Investment performance, not just channel activity
  • Lead quality, not just lead volume
  • Trusted attribution, not last-click guesses
  • Early signals, not only lagging results
  • A clear story, not a wall of charts

The Four Lenses

The Four Lenses of an Executive Scorecard

A good scorecard needs more than one view. This briefing brings all four into the same room.

Lens 1

What leaders actually need to see

The simple questions leaders ask and the kind of answer that is clear enough to use.

Lens 2

How to build numbers you can trust

How tracking, attribution, and AI need to work so the numbers hold up.

Lens 3

How marketing should report it

How marketing leaders should share the numbers, including the hard parts, without losing trust.

Lens 4

Pulling it all together

How leadership, sales, and marketing can look at the same scoreboard and stay on the same page.

The Action Path

A Scorecard Diagnostic You Can Run This Week

Before you change anything, use these three steps to see where the current scorecard breaks down.

01 STEP 01

Identify what is missing

Look at the last review. How much of it talks about activity, and how much talks about performance?

02 STEP 02

Pressure-test the data

Sort the numbers into three buckets: measured directly, modeled, or assumed.

03 STEP 03

Rebuild the story

Use the four questions every leader asks: where have we been, where are we now, where are we going, and what do we need?

The Experts

Who You'll Hear From

Four people. One conversation. The leadership view, the systems view, the communication view, and the person keeping it moving.

Manny Martinez headshot
Host & Moderator

Manny Martinez

Director of Strategic Partnerships

Host and moderator for the session, keeping the conversation clear, practical, and moving.

Dave Conklin headshot
The Executive Lens

Dave Conklin

Founder & CEO

The Executive Lens: what leaders actually need to see from the numbers.

Jonathan Hostetler headshot
The Systems Lens

Jonathan Hostetler

Director of AI & Measurement Systems

The Systems Lens: how tracking, AI, and attribution work together.

Pam Abreu headshot
The Communication Lens

Pam Abreu

Director of Client Relations

The Communication Lens: how marketing leaders should explain the numbers clearly.

Audience

Who This Briefing Is Built For

This is for business leaders and marketing leaders who need the same numbers to make sense to both sides. Bring the person who owns the reporting with you. The session is built to be attended together.

A note on pairs

You will get the most out of this session with your marketing leader in the room. They hear what you are asking for, and you hear what they are working with. Forward this page to them, or register them yourself.

Invite the right people

Best experienced together

Business Leaders
Presidents & Owners
Founders
CFOs
COOs
PE Operating Partners
CMOs & VPs of Marketing
Heads of Revenue / RevOps

Reserve Your Seat

Be Ready For The Next Budget Conversation.

The question is whether you walk in with a scorecard that explains the business or a dashboard that raises more questions.

Session Follow-Up

Live attendees will receive a recording, the main resources, and key takeaways after the session.

Date May 21, 2026
Time 12:30 PM - 1:30 PM ET
Format Live Virtual Briefing

Executive Registration

Reserve Your Seat

Reserve your seat for the scorecard briefing that links leadership, sales, and marketing.

Confirmation and session access details will be sent by email.

Best attended in pairs. Bring the person who owns the reporting with you.

Frequently Asked Questions

Business leaders and marketing leaders who need to understand whether the numbers are real, useful, and worth acting on. If you have to evaluate marketing performance or explain it, this session is for you.

No. This is a leadership briefing. We cover the ideas in plain language, not dashboard jargon or technical setup.

Yes. Live registrants will receive a recording after the session, along with the main resources and takeaways.

60 minutes. The first 50 minutes are content and panel discussion. The final 10 minutes are live Q&A.

No. This is an educational briefing. We share frameworks, examples, and real ways to think about reporting. If you want to talk with our team afterward, that is separate and optional.

Please do. This briefing works best with a leader and the marketing person who owns the numbers. Forward the link, or register them yourself.

Register anyway. Live attendees will receive a recording and summary. You will get the most value from the live Q&A, but the recording is yours either way.