Larkspur CyclesClient portal with Lantern Row Advisory
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Tessa LundHead of Marketing, Larkspur Cycles

Quarter

Jul to Sep on the record, ahead of the Nov 30 renewal. The next-term proposal is a separate document.

Quarterly review, updated Oct 1, 2026
A renewal conversation between a fractional CMO and a client

Decisions and outcomes

Quarter: Jul to Sep 2026 Renewal Nov 30 2 accepted actions still open

The quarter at Larkspur Cycles, assembled for the renewal conversation: what Lantern Row Advisory recommended, what Tessa Lund decided, what is complete, what is still open and how the agreed metrics moved. Prepared by Ruth Adeyemi, fractional CMO, for the Lantern Row practice owner and Tessa Lund, head of marketing. The next-term proposal is kept separate from this record. The renewal date, Nov 30, 2026, is 60 days from October 1.

Recommendations raised11Jul to Sep
Accepted by Tessa Lund82 declined, 1 deferred
Completed with evidence62 accepted still open
Repeat purchase rate21%Up 3 pts from 18 percent

Every recommendation raised in the quarter, with the decision and what happened next. Open items are reported as open, not as delivered.

RecommendationRaisedDecisionOutcome
Move the cart abandonment email to one hour after exitAug reviewAccepted Aug 10Complete, live Aug 17
Add the dealer locator to every e-bike product pageAug reviewAccepted Aug 10Complete, live Aug 21
Publish the commuter fit guideAug reviewAccepted Aug 10Complete, live Sep 1
Start a weekly dealer order reportAug reviewAccepted Aug 10Complete, first report Aug 28
Tag the spring test landing pages consistentlySep reviewAccepted Sep 7Complete, Sep 18
Rebuild the post-purchase email seriesSep reviewAccepted Sep 7Complete, live Sep 30
Collect dealer stock feedback each monthSep reviewAccepted Sep 7Open, in progress
Send the dealer email sequenceSep reviewAccepted Sep 7Open, not started
Launch a customer referral offerJul reviewDeclined Jul 8Offers need finance sign-off; not this quarter
Test a second paid social audienceJul reviewDeclined Jul 8Budget held for the dealer co-marketing tests
Redesign the web store checkoutAug reviewDeferred Aug 10Revisit after the spring launch

One more recommendation, moving 15 percent of the paid social budget to dealer co-marketing for November and December, was raised in the October review. It is outside this quarter's count and waits for a decision by Oct 9.

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Completed versus open

  • Accepted actions completed with evidence: 6 of 8
  • Accepted actions still open: 2 of 8
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Metric movement

Movement against the metric definitions agreed with Tessa Lund, from the first month of the quarter to the last.

MetricJulySeptemberMovementReading
Repeat purchase rate18 percent21 percentUp 3 pointsMoved over the quarter; the review does not claim which action caused it
Web store orders a month395449Up 14%Orders are counted at checkout
Dealer orders a month140138FlatDealer reports arrive on a five-day lag
Email orders within 7 days of a click92101Up 10%Small base; read as steady
Paid social cost per orderNot comparableNot comparableTracking questionConversions counted differently since Sep 12; not reported as performance

Figures are sample values.

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Next-term scope

The scope conversation is separate from this review. A written proposal follows on Nov 10 as its own document.

  1. Quarter record assembled
  2. Practice owner confirms position, Oct 8
  3. Quarter shared with Tessa Lund, Oct 13
  4. November review, Nov 3
  5. Scope proposal sent, Nov 10
  6. Scope agreed, Nov 17
  7. Renewal date, Nov 30

Topics the scope conversation will cover, none of them a proposal yet:

  • The spring launch brief and the review of first concepts against it.
  • Dealer co-marketing after the January review.
  • Metric definitions, including the paid social count once the tracking change is confirmed.
  • Reporting dates: the second working day of each month.

Before the renewal conversation

  • Quarter record assembled from the three reviewsdone
  • Tessa Lund reassigns the product photo request by Oct 5open
  • Practice owner confirms the commercial position and scope by Oct 8open
  • Ruth Adeyemi confirms the two open actions, owners and dates with Tessa Lund by Oct 13open
  • Jamie Park adds October results to the record for the Nov 3 reviewopen
  • Agree the next-term scope with Tessa Lund before the Nov 30 renewal dateopen

Prepared by

  • Ruth AdeyemiFractional CMO, Lantern Row Advisory, prepared this brief

  • Jamie ParkMarketing operations lead, Lantern Row Advisory, assembled the quarter's record

  • Tessa LundHead of marketing, Larkspur Cycles, client reader

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