Real results from fractional CMO engagements, AI training, brand transformations, and strategic marketing initiatives across B2B tech, agencies, and enterprise clients.
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Brands & organizations David has worked with or contributed to
Engagements range from direct High Caliber AI / Serial Marketer work to in-house leadership and agency team contributions. See badges on each case study for specifics.
How to read the engagement badges
Honesty matters more than impressive logos. Each case study is tagged by how David was actually engaged: Direct = solo work via High Caliber AI / Serial Marketer; In-house = owned as employee/CMO; Agency team = contributed as part of an agency team (360i, MRY, Econsultancy); Advisor = outside advisor or board capacity.
Storyhunter
Video Production Marketplace
In-house— as Storyhunter VP Marketing
Growth MarketingBrand StrategyFractional CMO
Challenge
The video production marketplace needed a complete marketing overhaul to reach the right enterprise prospects and convert them efficiently.
Solution
Defined MQLs vs. SQLs for precise attribution and targeting
Shifted content marketing to focus on buyer needs, achieving first-page Google rankings for 'video production costs'
Rebranded with professional logo and customer experience for enterprise clients
Led hands-on business development securing meetings with Bloomberg, Chick-Fil-A, T-Mobile
360i, initially known as a search engine marketing agency, needed to establish category leadership as it entered new service areas.
Solution
Editor and contributor on 360i's Social Marketing Playbook
Wrote and edited the Mobile Marketing Playbook and Social Commerce Playbook
Created thought leadership content that defined new categories before competitors entered
Results
Category
Leadership Established
Dentsu
Acquisition (offerings remain core)
Industry
Standard-Setting Playbooks
Sysomos
Social Listening Platform
In-house— as Sysomos CMO
Thought LeadershipBrand Strategy
Challenge
Sysomos struggled to differentiate in the crowded social listening market, despite having strong AI capabilities from an acquisition.
Solution
Identified AI as a differentiation opportunity in 2017 (ahead of the curve)
Partnered with The Drum to create custom research report on ad industry's AI perceptions
Developed product applications showcasing AI capabilities
"Working beside David was truly a career changing experience. A charismatic leader, natural public speaker, and true icon in the Social and Analytics Industry."
— Janet Rooney, Director of Sales, Sysomos / Meltwater
Results
Major
Source of New Leads
Pioneering
Industry Research (2017)
Clear
Market Differentiation
MRY (Publicis)
Digital Marketing Agency
In-house— as MRY CMO
Thought LeadershipBrand Strategy
Challenge
As CMO, needed to build brand reputation and showcase the breadth of talent across the agency.
Solution
Launched 'Everyone Contributes' internal mantra
Trained team members to serve as subject matter experts for press
Democratized thought leadership across all levels of the organization
Results
20
Different Team Members Quoted in Press
Year 1
Achieved in First Full Year
Team-Wide
Brand Building Culture
MRY × Drone Film Festival
Agency Sponsorship & Activation
In-house— as MRY CMO
Event MarketingBrand Strategy
Challenge
MRY needed to stand out in a crowded Publicis-era agency landscape with a memorable, ownable cultural moment — not another logo on a sponsor wall.
Solution
Made MRY the first (and only) agency sponsor of the International Drone Film Festival
Produced a provocative 'Take Your Drone to Work Day' video instead of passive branding
Ran a 'Drone help wanted' ad in the event program and built a LinkedIn profile for the new 'drone hire'
Results
Adweek
Press Coverage
VentureBeat
Tech Press Pickup
MediaPost
Industry Coverage
Mediaocean
Omnichannel Ad Tech Platform
In-house— Mediaocean Sr. Director, Thought Leadership
Event MarketingThought Leadership
Challenge
Needed a consistent content marketing program to generate MQLs and provide value to existing clients.
Solution
Led monthly 'Current' webinar series with keynote speakers and internal experts
Built programming for 2022 Cannes and 2023 CES tent pole events
Assembled panels of innovators and secured high-profile keynotes
Results
100-250
Live Viewers per Webinar
500-1,000
Registrants per Event
Consistent
MQL Pipeline Source
Athena Solutions
Data & Analytics Consulting
Direct— Fractional CMO via High Caliber AI
Fractional CMOBrand Strategy
Challenge
20-year brand needed comprehensive marketing overhaul during leadership transition under new CEO.
Solution
Conducted deep brand audit with stakeholders to realign strategy
Served as CMO directing content marketing, events, video interviews, newsletters
Spearheaded launch of new AI Starter Kit product
Led website overhaul and new SEO push
Results
New
Customer Acquisition
Pipeline
Built for Sales Team
Modern
Professional Brand Presence
Five Tier
Ad Tech Network
Direct— Consulting via Serial Marketer
Brand StrategyThought Leadership
Challenge
Ad-tech firm needed strong positioning and differentiation in a competitive market.
Solution
Identified 'Connected Media' and 'Connected Marketing' as powerful, ownable terms
Guided company to file trademarks for these terms
Crafted comprehensive campaign around Connected Media positioning
Results
Trademarked
Proprietary Terms
Centerpiece
Marketing Campaign
Clear
Market Differentiation
MADTECH.AI
Marketing Technology
Direct— Fractional CMO via High Caliber AI
Fractional CMOGrowth Marketing
Challenge
Fast-growing martech company needed a fractional CMO to establish go-to-market strategy, build brand authority, and drive pipeline in a competitive space.
Solution
Served as Fractional Chief Marketing Officer overseeing full GTM strategy
Developed positioning and messaging to differentiate in the crowded martech landscape
Built content marketing engine and AI-driven pipeline programs
Non-profit needed to equip their marketing team with practical AI skills and establish the right technology stack and workflows for sustainable adoption.
Solution
Trained entire marketing team on applied AI tools and best practices
Audited and recommended tailored AI tech stack for non-profit constraints
Developed repeatable AI-enhanced content and workflow processes
Results
Full
Team AI Training
Custom
Tech Stack Recommendations
Ongoing
Workflow Improvements
Boutique Healthcare PR Firm
Healthcare Public Relations
Direct— Advisory via High Caliber AI
AI Training & Keynotes
Challenge
A boutique healthcare PR firm needed a comprehensive internal and external AI policy framework and a vetted tech stack to guide responsible AI adoption across the team.
Solution
Developed internal AI usage policy covering ethics, data privacy, and brand safety
Created external AI policy for client-facing communications
Evaluated and recommended AI tools tailored to PR workflows
Results
Internal
AI Policy Developed
External
Client AI Policy
Vetted
PR-Specific Tech Stack
Global Education Company
Global Education
Direct— Keynote + mentorship via High Caliber AI
AI Training & Keynotes
Challenge
A global education company wanted to expose its marketing organization to applied AI in a hands-on format that went beyond a one-and-done keynote.
Solution
Delivered the keynote framing AI's real impact on modern marketing teams
Mentored teams throughout an internal AI marketing hackathon
Coached groups on prompt design, tool selection, and shipping working AI prototypes
Results
Keynote
Conference Opening
Hackathon
Hands-On Mentorship
2025
Engagement
AARP
Membership & Media
Direct— Keynote via High Caliber AI
AI Training & Keynotes
Challenge
AARP wanted a session that demystified generative AI for a cross-functional audience and made it immediately useful — not theoretical.
Solution
Delivered 'Wait, I Can Use AI for THAT?!?' keynote with practical, role-relevant use cases
Walked through tips, tricks, and case studies tailored to AARP's teams
Sparked follow-on integration ideas across project and delivery functions
"Thank you again for a fantastic session. The tips and tricks were excellent, and the case studies provided new ideas on how folks could integrate generative AI into their projects."
— Agile Delivery Lead, AARP
Results
Exec
CIO-Level Endorsement
Practical
Role-Specific Use Cases
Adopted
Post-Session Ideas in Flight
HSMAI Curate Executive Forum
Hospitality
Direct— Keynote via High Caliber AI
AI Training & Keynotes
Challenge
Hospitality executives needed an honest, vendor-neutral view of where AI is actually delivering wins — and where it isn't.
Solution
Delivered 'AI Success Stories in Hospitality' keynote at HSMAI Curate Executive Insights Forum
Profiled real hotel and travel-brand AI deployments with measurable outcomes
Framed an executive playbook for prioritizing AI investments in hospitality marketing & ops
Results
Keynote
Executive Forum Stage
Real
Hospitality AI Case Studies
Exec
Playbook for AI Investment
Coca-Cola
Global Beverage Brand
Agency team— Contributor on Coca-Cola account at 360i
Thought LeadershipGrowth Marketing
Challenge
Coca-Cola's integrated marketing team wanted a trusted outside lens on emerging trends — without losing strategic alignment to the business.
Solution
Contributed as part of the 360i team advising Coca-Cola integrated marketing
Surfaced emerging digital, social, and tech trends relevant to Coke's portfolio
Translated trends into recommendations tied directly to business outcomes
"David has been an invaluable resource. He helped to keep Coca-Cola up on the latest trends while ensuring any recommendations were strategically aligned to drive business results."
— Linda Cronin, VP Integrated Marketing, Coca-Cola
After running multiple fractional CMO engagements, the market needed something between 'hire a fractional exec' and 'tap a friend' — a vetted network of fraction-of-a-fractional execs.
Solution
Conceived and launched the FOAF model in 2023
Built FOAF.pro with a distinct brand voice and positioning
Recruited the founding cohort and matched execs to client engagements
Decoded Advertising wanted help getting press, awards, and net-new brand opportunities — and a Fortune 500 industrial brand happened to be in market for fresh ideas.
Solution
Advised Decoded on PR strategy and award submissions
Made a direct introduction to the brand's marketing leadership
Helped frame the pitch that turned into a paid pilot
Results
Fortune 500
Pilot Campaign Won
Press
Strategy Codified
Award
Submission Pipeline Built
HGTV — 'Living with Ed'
Cable TV Network
Agency team— Contributor at 360i
Brand StrategyThought Leadership
Challenge
HGTV needed to promote a celebrity show whose name 'E.D.' was buried under 5 pages of Cialis and Viagra results — weeks before launch.
Solution
Contributed to the 360i team that argued for a blog-led promotion
Helped seed coverage to relevant lifestyle and eco-bloggers
Used the win to help launch 360i's social media practice in earnest
Results
SERP
Reputation Restored Pre-Launch
70%
of Basic Cable Worked w/ 360i Social
2006
Practice Launched
360i — Startup Outlook
Agency Innovation Program
Agency team— Program lead at 360i
Thought LeadershipBrand Strategy
Challenge
360i wanted more brand-startup pilots — but needed credibility with both startups and VCs to make matchmaking work.
Solution
Launched Startup Outlook in 2012 — a scorecard (Value, Applicability, Prominence, Ingenuity) for brands evaluating startups
Produced a series of reports off the framework
Hosted live events in two cities bringing marketers and startups together
Results
Scorecard
Framework Adopted
Reports
Published Series
2 Cities
Live Events Hosted
Thece
Livestreaming Ad Tech
Direct— Consulting via Serial Marketer
Event MarketingGrowth Marketing
Challenge
Livestreaming ad-tech startup needed a credible, well-attended event to build pipeline with brand-side marketers — without paying for a sponsor booth nobody visits.
Solution
Ideated the custom event 'Beyond TikTok: How to Reach Gen Z'
Wrote the marketing copy, agenda, and format
Secured participation from Horizon Media, Applegate, M&T Bank and others
Promoted heavily through Serial Marketers community
Results
50+
Vetted RSVPs
50%
Live Turnout Rate
Brand-Side
Decision-Makers in Room
Serial Marketers Community
Marketing Community
Direct— Founder, Serial Marketers
Brand StrategyGrowth Marketing
Challenge
Build a high-trust, opportunity-rich community for senior marketers — from a single LinkedIn post and a Google Form, with zero ad spend.
Solution
Launched in 2018 via word of mouth, PR, and event partnerships
Ran 100+ virtual events and a monthly NYC happy hour
Launched Premium membership and tested new offerings continuously
Most brand-startup partnerships die in procurement. The job: launch real, in-market pilots with name brands and emerging tech — fast.
Solution
Sourced and matched startup tech to brand objectives across multiple categories
Negotiated lightweight pilot structures that bypassed long enterprise cycles
Documented learnings to fuel agency thought leadership and future pilots
Results
Coca-Cola
× SCVNGR (in-store)
Kraft
× LocalResponse (social/local)
Universal
Pictures × Red Laser + more
What clients & peers say
From founders, CMOs, and operators across the industry.
"David Berkowitz's AI Marketers Guild has been impressive to watch and participate in. If you are a marketer or working in growth at a company, large or small, you should consider checking out his community."
— Darren Herman, Managing Director, Bain Capital
"David's an innovative thinker and a true pleasure to work with. He's always ahead of the curve and tuned into what's next and what's new. He's pragmatic, sharp, and brings an energy every team wishes they had more of."
— Leo Morejon, Director of Social & Influencer, Hormel Foods
"His finger is on the pulse of the startup world. His knowledge benefits his colleagues, clients and the industry at large."
— Rosie Yakob, Partner, Genius Steals
"Unassuming and one of the smartest people in the room."
— David Iankelevich, EVP Sales & Marketing, eMarketer
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