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OAKS, UK Team Member Action Plan

Report 2 of 3. Role-by-role action plan for each of the three 7-month tiers. Hiring sequence timed to tier-gate reviews, with explicit 30/60/90-day onboarding actions, KPI ownership per role, role KPIs, and reporting cadence.

Client
OAKS, UK
Total roles
8
FTE by Tier 3
8
Prepared
Oct 6, 2026
Executive Summary

Team ramps from 2.5 → 6 → 8 FTE across the three tiers.

The team grows conservatively in Tier 1 (2.5 OAKS FTE with AIG partner support covering fractional strategy, PMM, and ops), hires the operational backbone in Tier 2 (Demand Gen + Content + PMM + Marketing Ops + second SDR), and adds the specialists needed for the bigger paid engine and ABM programme in Tier 3 (Paid-Media Specialist + SEO Specialist).

The plan shape follows the standard B2B SaaS marketing distribution benchmark (Gartner 2026 via MarketingMary): 25% Demand Gen, 20% Content/SEO, 15% PMM, 15% Marketing Ops, 15% Brand/Creative, 10% Leadership. UK salary benchmarks verified against Armstrong Lloyd 2025 SaaS report and Live-Digital B2B SaaS team structure 2026.

Hiring is timed to the tier-gate reviews so capacity is ready the day a gate opens. The Tier-2 ramp begins before the end-of-M7 gate; the Tier-3 ramp begins before the end-of-M14 gate.

Org Shape

The team grows with the plan, not before.

Tier 1 · M1–M7
2.5 FTE
Head of Marketing · Marketing Exec/SDR · Designer (agency) + AIG partner support
Tier 2 · M8–M14
6 FTE
+ Demand Gen · Content Lead · PMM · Marketing Ops · 2nd SDR
Tier 3 · M15–M21
8 FTE
+ Paid-Media Specialist · SEO Specialist
Role Tier 1 Tier 2 Tier 3 Function
Head of Marketing / Marketing Director1 (AIG fractional → 1 FTE)11Leadership
Demand Generation Manager0.5 (shared w/ Exec)11 + 0.5 Paid-Media SpecialistDemand Gen
Content Marketing / SEO Lead0.5 (shared)11 + 0.5 SEO SpecialistContent / SEO
Product Marketing Manager0 (AIG retained)11 (Senior PMM)PMM
Marketing Operations Manager0 (AIG retained)11Marketing Ops
Marketing Executive / SDR11 + 1 SDR2 SDRsDemand Gen
Designer / Brand (fractional or agency)0.5 (agency day-rate)0.50.5 + on-demand videoBrand / Creative
Total OAKS FTE2.568
Hiring Sequence

Each role is timed to a tier-gate review.

Hiring begins before each gate so capacity is ready the day the gate opens. Lead times are typical B2B SaaS marketing hire windows in the UK (60–90 days).

HireStart windowWhy this startLead time
Head of Marketing / Marketing DirectorTier 1 · M1Need an in-house owner from day 1 (replaces AIG fractional)90 days
Marketing Executive / SDRTier 1 · M1First-line campaign execution + outbound against the named list60 days
Designer (fractional / agency)Tier 1 · M3First ad creative needs a designer30 days
Demand Generation ManagerTier 2 · M7 (hired into)Replaces fractional role; full campaign ownership60 days
Content Marketing / SEO LeadTier 2 · M7Replaces fractional; full content + email ownership60 days
Product Marketing ManagerTier 2 · M8AIG retained PMM transitions out60 days
Marketing Operations ManagerTier 2 · M8The role that makes Tier-2/3 paid measurable75 days
Second SDRTier 2 · M10Once MQL volume justifies45 days
Paid-Media SpecialistTier 3 · M14Tier 3 budget needs specialist hands60 days
SEO SpecialistTier 3 · M1580+ article library + AEO discipline60 days
Role-by-Role Action Plan

8 roles, each with explicit actions per tier.

Each role card has the same three-column structure: Tier 1 actions · Tier 2 actions · Tier 3 actions. KPI ownership listed per tier.

Reporting Cadence

How the team reports, reviews, and passes tier-gates.

Standard B2B SaaS marketing cadence scaled for a tier-gated 21-month plan. The tier-gate reviews are the inflection points.

Daily
Standup (15 min) — campaign status, blockers, handoffs. Marketing team + AIG retained strategist.
Weekly
Campaign review (60 min) — CPL, MQL, pipeline velocity. Head of Marketing, Demand Gen, Content, PMM, MarOps.
Bi-weekly
Sales-Marketing sync (45 min) — MQL handover, lead quality, feedback. Head of Marketing, Sales lead, both SDRs.
Monthly
Performance report to OAKS leadership (60 min) — full funnel, brand metrics, budget. Head of Marketing, OAKS leadership, AIG strategist.
Monthly
Customer advisory board — pilot feedback, advocacy, references. Head of Marketing, PMM, Pilot owners.
Quarterly
Tier-gate review (half-day) — go/no-go on next tier. Head of Marketing, OAKS leadership, AIG principal, named-customer panel.
Onboarding & Training

First 30/60/90 days, in plain language.

RoleWeek 1Week 2Weeks 3–4
Head of MarketingBrief review, OAKS product demo, named-account list review, AIG retainer kickoffSales team intro, customer interviews (2 named customers), ABM platform selectionSet tier-gate report template, brief Marketing Exec, attend first AoC introductory call
Demand Gen ManagerCRM access, LinkedIn Campaign Manager, Google Ads, AIG strategist handoverFirst 4 LinkedIn creatives briefed, 4 Google landing pages briefedFirst campaign launch, first weekly CPL report, AIG second-pair-of-eyes session
Content / SEO LeadContent audit, keyword map, editorial calendar, AIG strategist handoverFirst 4 articles briefed + writtenFirst lead-magnet PDF, first email sequence, first FE Sector Insights newsletter
PMMAIG retained PMM handover, sales enablement audit, competitive landscape reviewFirst OneFile vs OAKS battlecard, sales enablement deck refreshFirst 2 named-customer case-study interviews, M7 positioning update
MarOpsCRM access, AIG retained Ops handover, lead scoring auditABM platform selection, attribution model choiceFirst attribution report, MQL→SQL dashboard, GDPR/PECR compliance review
SDRCRM access, LinkedIn Sales Navigator, named-account list reviewFirst outbound sequence draft, first LinkedIn InMail templateFirst 50 personalised sends, first 3 demos booked
Designer (fractional)Brand guidelines, ad creative brief template, landing-page templateFirst 4 LinkedIn ad creatives deliveredFirst 4 Google landing pages delivered
Certifications

Recommended training path per role.

Head of Marketing
B2B Marketing ABM certification (Momentum ITSMA / Demandbase)
Demand Gen Manager
LinkedIn Marketing Solutions certification + Google Ads certification
Content / SEO Lead
HubSpot Content Marketing certification + SEMrush / BrightEdge SEO
PMM
Pragmatic Institute PMM certification
MarOps
HubSpot Marketing Hub Pro certification + Salesforce Admin
SDR
LinkedIn Sales Navigator certification
Risk Register

Hiring risks with explicit contingencies.

RiskTriggerContingency
Head of Marketing hire stallsTier 1 starts without an in-house HoMExtend AIG partner cover for fractional HoM (scope handled in the SOW)
Demand Gen Manager hire stallsTier 2 starts without a DG MgrContinue fractional via AIG; delay paid scale-up by 2 months
Designer day-rate too slowCreative turnaround > 7 daysBring designer in-house earlier; Tier-2 hire rather than Tier-3
SDR turnoverSingle SDR leaves mid-TierMove to agency SDR support; restart in-house hire
PMM hire stalled past M9Tier 2 starts without a PMMContinue AIG retained PMM for one extra month; engage interim consultant
Sources

Salary benchmarks and team-shape standards.