CMI Framework: 5 Building Blocks, Pyramid & Measurement Template

CMI Frameworks for Your Content System

The CMI framework is the Content Marketing Institute’s Content Marketing Framework: five building blocks called Purpose and goals, Audience, Story, Process and Measurement. Robert Rose published this version on CMI’s site on October 27, 2016 as the 2017 update of a framework CMI had unveiled three years earlier. For the Measurement block, CMI publishes two models you can use directly: a three-tier content marketing pyramid and a five-stage content measurement framework updated in February 2026.

Below you get each framework in CMI’s own words, what CMI’s 2026 B2B research says about them, and then the part most searchers actually need: a copy-ready content measurement framework with goals, KPIs, GA4 event names, formulas, a maturity checklist and a monthly report template.

The CMI frameworks at a glance

CMI publishes guidance, not a certification standard, so “CMI framework” can point to several models. These are the ones CMI itself has published, with the date and author of each.

FrameworkPublished by CMIWhat it is forUse it when
Content Marketing Framework (5 building blocks)Robert Rose, Oct 27, 2016 (the “2017” version)Planning a whole content program: why, for whom, what story, how it runs, how it is judgedYou are writing or rewriting a documented content strategy
Content marketing pyramid (primary, secondary, user indicators)Joe Pulizzi, June 1, 2013, drawn from the CMI book Managing Content Marketing by Rose and PulizziDeciding which metrics go to the CEO, which to managers, which to the people making contentLeadership asks “is content working?” and you have 40 metrics and no answer
5-stage content measurement framework (See us, Connect with us, Trust us, Choose us, Champion us)Ann Gynn, Feb 19, 2026 (updated from a 2021 story)Picking metrics for each stage from awareness to advocacyYou need a metric list per funnel stage, with GA4 and Search Console sources
Five-stage maturity scale (Exploratory to Leading)CMI and MarketingProfs, B2B Content and Marketing Trends: Insights for 2026Rating how far along a capability isYou want to benchmark your program against 1,015 B2B marketers
Strategy, planning and measurement templatesJodi Harris roundup, Dec 29, 2016Core strategy statement, decision matrix, editorial calendar, KPI tracker, editorial reporting templateYou want CMI’s own worksheets behind each building block

One caution. Some blogs attribute a “4C” model (Connect, Create, Curate, Convert) or a five-stage “content maturity model” with stages like “reactive” and “predictive” to CMI. I found neither on CMI’s own pages. The maturity scale CMI actually uses is the Exploratory, Developing, Established, Advanced, Leading scale in its 2026 research, covered below.

The CMI Content Marketing Framework: 5 building blocks

CMI’s article gives one definition per block. The CMI slide deck for the same framework lists the working parts under each. The last column is the document you should be able to hand someone when the block is done.

Building blockCMI’s definitionParts CMI lists in the deckDone when you have
Purpose and goals“Why you are creating content and what value it will provide”Mission questions (business goals, target audience, the valuable content experience, “content tilt”); goal types: campaign, cost-savings, business-growthA one-paragraph mission and 1 to 3 goals, each with a number and a date
Audience“For whom you are creating content and how they will benefit”Internal stakeholders, external audience, subscriber levels (Reach, Engage, Inspire)Named buyer roles, the questions each asks before buying, and the subscriber action you want
Story“What specific, unique, and valuable ideas you will build your content assets around”The unique idea that turns a subscribed audience into valueA short list of themes your firm can say with more authority than the top-ranking competitors
Process“How you will structure and manage your operations to activate your plans”Content taxonomy, standard routing (workflow), team skills, style and contributor guidelines, channel plan, tools and systemsA workflow with owners and turnaround times, plus a dated content roadmap
Measurement“How you will gauge performance and continually optimize your efforts”An analytics pyramid with primary, secondary and user indicatorsThe measurement template in this article, filled in, with one owner per metric

CMI’s template roundup adds a shortcut for the first three blocks: a fill-in-the-blank “core strategy” statement by Meghan Casey built on three components, “your business goals, your target audience, and the needs of that audience,” plus her decision matrix that scores each idea 1 to 5 on business benefit and audience value and suggests dropping ideas that score 3 or less (CMI, 15 essential tools and templates). If you want someone to own all five blocks, the job description and rubric in our guide to hiring a content strategist map to them.

CMI’s content marketing pyramid: primary, secondary and user indicators

This is the measurement model behind the fifth building block. Joe Pulizzi described it in a 2013 CMI post (the original URL now redirects to a news listing, so the link is an archived copy). Three tiers, three audiences:

TierWho sees itCMI’s examplesHow often it changes
Primary indicators (top)Your manager or CXOSales, cost savings, retention rates“Rarely change, if ever.” Very few in number.
Secondary indicators (middle)Team members and process ownersLead quality, lead quantity, shorter sales cyclesTracked as “short-term goals”
User indicators (base)The people making contentWeb traffic, page views, search rankings, social shares, blog subscriptionsChanged “on a frequent basis”

CMI’s worked example is useful because it is so narrow. Goal: “increase the number of converted leads by 10 percent without raising costs” using a new instructional blog. The CXO dashboard gets exactly two numbers: converted leads per period and total cost per converted lead. Secondary indicators include email subscribers against goal, total leads, incremental leads from the new blog and lead source. Everything else (visitors, returning visitors, comments, shares, keyword rankings) stays at the base, for the content team. The rule worth copying: build one pyramid per goal, and never show the base tier to the CEO.

CMI’s 2026 content measurement framework: see us to champion us

CMI’s current answer to “content measurement framework” is Ann Gynn’s 5-step content measurement framework, dated February 19, 2026. It organizes metrics into five audience stages and names the metric source for most of them:

  1. See us (awareness): engaged sessions in GA4, social impressions, video views, Search Console impressions.
  2. Connect with us (engagement): organic search clicks, social engagement rate calculated against reach rather than follower count, video play rate and view-through rate, scroll depth, downloads.
  3. Trust us (consideration): followers, email subscribers, returning users, outbound link clicks (GA4’s “click” event filtered by destination), shares, branded search growth, community participation.
  4. Choose us (conversion): lead form completions, content-assisted conversions, sales page traffic by source, sales cycle length for content-engaged prospects, content found in won deals via the CRM.
  5. Champion us (retention and advocacy): customer content engagement, expansion revenue influenced by content, case studies and reviews, NPS and retention compared between content-engaged and other customers.

Its stance on attribution is the honest one: “Accept that some impact will be directional rather than precisely measurable.” The template below turns those five stages into the four rows most firms report on, with the event names and formulas filled in.

What CMI’s 2026 B2B research says about strategy and measurement

CMI’s annual B2B study was called “B2B Content Marketing Benchmarks, Budgets, and Trends” through the Outlook for 2025 edition. The current edition is B2B Content and Marketing Trends: Insights for 2026, written up by Robert Rose on October 8, 2025. Method: the 16th annual survey by CMI and MarketingProfs, sponsored by Storyblok, fielded June 24 to August 14, 2025, with 1,229 global responses, of which the report covers 1,015 B2B marketers, mostly from North America. Consulting firms were 11% of the sample and professional services 4%.

Bar chart of top B2B content challenges in CMI's 2026 research: creating content that prompts action 40%, resource constraints 39%, measuring content effectiveness 33%, creating enough quality content 28%, differentiating from competitors 24%, aligning with the buyer's journey 23%, cross-department collaboration 21%, developing a content strategy and plan 16%.
Source: Content Marketing Institute and MarketingProfs, B2B Content and Marketing Trends: Insights for 2026 (2025). Multiple answers allowed, so totals exceed 100%.
FindingFigureWhat it means for your framework
Have a content strategy97%Having one is no longer the difference
Strategy “significantly improved” results13% (48% “somewhat improved”)Most strategies are documented but not working hard
Top driver of improvementStrategy refinement, 74%; new technology, 51%; measurement capabilities, 26%Revise the five building blocks, do not just buy tools
Rate their marketing “highly effective”12% (47% “somewhat effective”)Most teams met most goals; few exceeded them
Name measuring content effectiveness as a top challenge33%The Measurement block is the weakest of the five
Measure thought leadership by business impact (leads, pipeline influence)63% overall, 75% of pacesettersThe more mature teams report pipeline, not just views

The report also defines the maturity scale it uses across every category: Exploratory (initial implementation, preliminary results being gathered), Developing (basic implementation, mixed early outcomes), Established (consistent implementation with measurable results), Advanced (optimized implementation with strong ROI) and Leading (industry-leading implementation with exceptional measurable outcomes). “Pacesetters” are those at Established or above. The checklist further down scores you on that same scale.

Content measurement framework template: goals, KPIs, metrics, data sources

Copy this into a sheet. It collapses CMI’s five stages into four reporting rows (Trust us merges into Engagement, Champion us becomes Retention) and assigns each row a goal, one KPI for the top of CMI’s pyramid, supporting metrics, the exact GA4 event or report, and an owner. Swap the example goals for yours.

StageGoal (example)KPI (primary)Supporting metrics (secondary and user)Data source and GA4 eventReview
AwarenessGet found for the 30 questions buyers ask salesSearch Console impressions for non-branded queries on content URLsClicks, CTR, average position per URL; social impressions; video viewsSearch Console Performance report (Pages and Queries tabs); YouTube Studio; LinkedIn page analyticsMonthly
EngagementContent visitors read and come backEngagement rate on content landing pagesEngaged sessions, returning users, scroll, file downloads, email sign-upsGA4: page_view, scroll (90% depth), file_download, video_progress, sign_upMonthly
ConversionContent produces qualified conversationsContent-sourced pipeline ($)Leads from content landing pages, key event rate, content-assisted leads, content-influenced pipelineGA4: generate_lead marked as key event, form_submit; CRM original source and first landing page fieldsMonthly, pipeline quarterly
RetentionClients use content and expandExpansion revenue on accounts that engaged with client contentClient newsletter opens and clicks, logged-in or tagged client sessions, case studies and reviews producedEmail platform; CRM deal records; UTM-tagged client education links in GA4Quarterly

Formulas, with a worked quarter

Write each formula once, with one owner. The pipeline definitions match our pipeline marketing formulas so marketing and sales use the same arithmetic. The numbers are an illustrative quarter for a hypothetical advisory firm, not client data.

MetricFormulaWorked example
Engagement rate (content)Engaged sessions ÷ sessions, filtered to content landing pages2,436 ÷ 4,200 = 58%
Content key event rategenerate_lead key events in sessions landing on content ÷ those sessions63 ÷ 4,200 = 1.5%
Content-assisted leadsUsers who viewed a content URL in an earlier session, then triggered generate_lead (sequence segment in Explore)41 users
Content-sourced pipelineSum of Amount on opportunities created in the period whose original source or first landing page is a content URL9 opportunities × $18,000 = $162,000
Content-influenced pipelineSum of Amount on opportunities created in the period where a contact viewed content before the opportunity create date, inside a set lookback (for example 180 days)22 × $18,000 = $396,000
Content share of pipelineContent-sourced pipeline ÷ all pipeline created in the period$162,000 ÷ $720,000 (40 opportunities × $18,000) = 22.5%
Pipeline per content dollarContent-sourced pipeline ÷ content spend in the period$162,000 ÷ $27,000 = 6.0x

Sourced is the floor, influenced is the ceiling. Report both, and never add them together. For the wider question of which spend actually caused revenue, attribution is only one of three methods; our guide on how to measure marketing effectiveness covers marketing mix modeling and holdout tests.

GA4 setup the template depends on

  1. Know what “engaged” means. Google counts a session as engaged if it “lasts longer than 10 seconds,” “has a key event” or “has 2 or more screen or page views.” Engagement rate is the percentage of engaged sessions, and bounce rate is the percentage that were not engaged (GA4 help: engagement).
  2. Turn on enhanced measurement. It gives you scroll (fires when 90% vertical depth becomes visible), outbound click, file_download (pdf, xlsx, docx and other common extensions), form_start, form_submit and, for YouTube embeds with JS API support, video_start, video_progress (10, 25, 50, 75%) and video_complete (GA4 help: enhanced measurement).
  3. Use Google’s recommended lead event names. generate_lead when someone “submits a form online or submits information offline,” then qualify_lead, working_lead, close_convert_lead and close_unconvert_lead if you send CRM stages back (GA4 help: recommended events). Do not rely on form_submit alone; it also fires on newsletter and search forms.
  4. Mark the lead event as a key event. Admin, Data display, Events, then click the star next to generate_lead. Standard properties allow up to 30 key events, Analytics 360 up to 50 (GA4 help: key events). Key events are the GA4 name for business-critical events; “conversions” now refers to the Google Ads side (GA4 help: key events vs conversions).
  5. Pick an attribution model you can explain. GA4 offers data-driven attribution, paid and organic last click, and Google paid channels last click; first click, linear, time decay and position-based were removed in November 2023. The path view lives under Advertising, Attribution, Attribution paths (GA4 help: attribution).
  6. Build the content-assisted segment in Explore. Segments only work in Explorations. Create a user segment, click “Add sequence,” step 1 page_view where page path contains your content folder, step 2 generate_lead, “Indirectly followed” (GA4 help: segments).
  7. Carry the first landing page into the CRM. A hidden form field that stores the first landing page URL and UTM source is what makes content-sourced pipeline a CRM report instead of a guess.

Content measurement maturity checklist (10 pass/fail tests)

Score one point per pass. The tests are my own, built from the CMI frameworks above; the stage mapping borrows CMI’s 2026 scale so you can compare yourself with the survey.

#TestPass when
1Written goalEach content goal has a number, a date and an owner
2One pyramid per goalNo more than 2 or 3 primary indicators go to leadership
3Clean lead eventgenerate_lead exists, is a key event, and fires only on real enquiries
4Content is a segmentContent URLs share a folder or a content group, so one filter isolates them
5Search Console linkedImpressions, clicks and position are pulled per content URL every month
6First landing page in CRMAt least 80% of new opportunities show a first landing page or original source
7Sourced and influenced definedBoth rules, including the lookback window, are written and signed off by sales
8Assisted view builtA saved Exploration shows users who read content before converting
9Decisions loggedEvery monthly report ends with keep, update, consolidate or stop decisions per URL
10Retention measuredExpansion or renewal on content-engaged clients is compared with other clients at least yearly

Score 0 to 2: Exploratory. 3 to 4: Developing. 5 to 6: Established. 7 to 8: Advanced. 9 to 10: Leading. If you score under 5, run a website content audit first; it pulls the same Search Console and GA4 data per URL and gives every page a decision.

Monthly content measurement report template

Three sections, matching CMI’s pyramid, so each audience reads only its tier. Keep it to one page per section.

SectionAudienceRowsColumns
1. Primary indicatorsOwner, partners, CEOContent-sourced pipeline, content-influenced pipeline, pipeline per content dollarThis month, last month, same month last year, quarter to date vs target, one-line comment
2. Secondary indicatorsMarketing lead, sales leadLeads from content, content key event rate, content-assisted leads, email subscribers vs goalSame as above, plus the top 5 converting URLs
3. User indicatorsWriters, editors, SEOPer URL: impressions, clicks, CTR, average position, engagement rate, scroll events, downloadsPer URL, sorted by impressions, with a decision column: keep, update, consolidate, stop

Close section 1 with three sentences you can paste and fill: “Content sourced [$X] of [$Y] new pipeline this month ([Z]%). The biggest change was [URL or theme], because [reason]. Next month we will [one decision] and expect to see it in [metric] by [date].” Search Console definitions for section 3: CTR is “the click count divided by the impression count,” and average position is “the average position of the topmost result from your site” (Search Console help: Performance report).

CMI optimization services: what CMI sells and what to hire instead

Content Marketing Institute is an education, publishing and events company, not an SEO or content optimization agency. Its about page says it was founded in 2011, that “UBM (now Informa) acquired CMI” in 2016, and that “Content Marketing Institute is part of the Informa Festivals Division of Informa PLC.” It publishes an article every workday, annual research, white papers and webinars, and runs Content Marketing World.

CMI does sell consulting. Its consulting page lists four services: design your content strategy, deploy proven frameworks, direct strategic initiatives (as “fractional leaders or embedded partners”), and train and coach your teams. It quotes no prices and says engagements are tailored rather than sold as packages. The page does not mention content optimization, SEO or content audits. Also note that “CMI” means other things in other industries, such as Case Mix Index in healthcare billing, which is why that search returns mixed results.

What content optimization services should include

DeliverableWhat good looks likePass test
URL-level auditEvery indexable URL with Search Console clicks, impressions and position plus GA4 leadsEach row ends in one decision: keep, update, consolidate, redirect, noindex, delete
Query-to-page mappingThe real queries each page already gets impressions forNo two pages target the same query cluster
Page rewritesPages rebuilt to answer those queries with sourced specificsEvery number links to its source; no date changes without real changes
Measurement setupThe template above, liveContent-sourced pipeline appears in the CRM within 90 days
Before and after reportSame metrics, same date ranges, per URLCompares equal periods and excludes pages that were not touched

The “no date changes” test comes from Google’s own guidance, which lists as a warning sign: “Are you changing the date of pages to make them seem fresh when the content has not substantially changed?” (Google Search Central: creating helpful content).

How to vet a content optimization provider

Google’s “Do you need an SEO?” page (updated June 2026) lists “optimizing for generative AI” and “review of your site content or structure” among legitimate services, and gives a question list. The four that matter most for content work:

  1. “Can you show me examples of your previous work and share some success stories?” Ask for the before and after metric and how it was measured.
  2. “Do you follow the Google Search Essentials?”
  3. “What kind of results do you expect to see, and in what timeframe? How do you measure your success?” The answer should name the KPIs in your template, not traffic alone.
  4. “How can I expect to communicate with you?” Ask whether they will share every change and the reasoning.

Walk away from guaranteed rankings. Google is blunt: “No one can guarantee a #1 ranking on Google.” For a scoring sheet, RFP brief and rate benchmarks, use our guide to hiring a content marketing consultant. If you would rather have someone build the measurement template and the optimization plan with you, you can book a consultation.

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Frequently asked questions

What is the CMI framework?

The CMI framework is the Content Marketing Institute's Content Marketing Framework, five building blocks for planning a content program: Purpose and goals, Audience, Story, Process and Measurement. Robert Rose published the current version on CMI's site in October 2016 as the 2017 update. For the Measurement block, CMI also publishes a three-tier metrics pyramid and a five-stage content measurement framework updated in February 2026.

What is a content measurement framework?

A content measurement framework links each content goal to one KPI, a few supporting metrics, the exact data source and an owner, across awareness, engagement, conversion and retention. CMI's 2026 version uses five stages: See us, Connect with us, Trust us, Choose us and Champion us. A working version names GA4 events such as generate_lead and reports content-sourced pipeline from the CRM.

Does Content Marketing Institute offer optimization services?

Not as a named service. CMI is an education, publishing and events company that is part of the Informa Festivals Division of Informa PLC. Its consulting page lists strategy design, deploying frameworks, directing strategic initiatives and team training, with no prices, and does not mention content optimization, SEO or audits. For page-level optimization you would hire a content or SEO consultant.

What are the levels of CMI's content marketing pyramid?

CMI's pyramid, described by Joe Pulizzi in 2013, has three tiers. Primary indicators at the top are the few KPIs leadership sees, such as sales, cost savings and retention. Secondary indicators in the middle, such as lead quality, lead quantity and shorter sales cycles, are short-term goals for the team. User indicators at the base, such as traffic, page views and rankings, are for the people making content.

What sample did CMI's 2026 B2B content marketing research use?

B2B Content and Marketing Trends: Insights for 2026 is the 16th annual survey by CMI and MarketingProfs, sponsored by Storyblok. It was fielded June 24 to August 14, 2025, drew 1,229 global responses and reports on 1,015 B2B marketers, mostly from North America. Key results: 97% have a content strategy, 13% say it significantly improved results, and 33% name measuring content effectiveness as a top challenge.

Which GA4 events do I need to measure content?

Turn on enhanced measurement for scroll, outbound click, file_download, form_start, form_submit and the YouTube video events. Add the recommended generate_lead event for real enquiries and mark it as a key event under Admin, Data display, Events. Then build a sequence segment in Explore for users who viewed content before generating a lead, and store the first landing page in your CRM.



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About the author

Christoph Olivier Christoph Olivier is the founder of CO Consulting and a fractional CMO who has managed millions of dollars in ad spend and built a combined audience of over a million followers across social platforms. He works with 7- and 8-figure businesses, primarily in tax, M&A, consulting, real estate investing, capital raising, and financial services. His edge is a practitioner’s command of every major marketing channel, theory and execution, backed by the original marketing data reports he publishes here on CO Consulting.

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