The way that Customer Marketing teams and functions should be staffed and organized will vary greatly from company to company, especially when looking at more traditional B2B or sales-led organizations vs Product-led organizations. In my experience, though, the best way to orient the team is around three core responsibilities: * Activation & Engagement: Measurement of activation metrics and time to activation, often in the form of lifecycle marketing. Driving customer education and programmatic communication that support enterprise onboarding, end-user training materials, and aircover to gain as much traction within paying accounts as possible. * Upsells & Expansion: Driven through targeted programs that aim to increase revenue from existing enterprise accounts through targeting new teams, referrals, and surfacing new MQLs to account managers. Can be done through Customer Advisory Boards, 1:1 Account Events, Customer Webinars, and account-based acquisition campaigns. * Advocacy: Measurement of output-based programs that develop champions and put your customers on a stage like case studies, referencable logos, and customer stories across channels (webinars, events, content). When first starting out or when you have a lean team, I've found starting with an account-based customer marketing approach is the best way to drive meaningful impact and quick wins for your CSMs and on your company's bottom-line. Identify the top renewals or any accounts at risk of churning and create targeted account plans to save and expand each. This will provide the frameworks and structures to scale as the team grows.

Have a beginner's mind. What worked in the past might not work in your new position (or it may? But you have to test it first before implementing something full blown). The challenges you have faced leading other teams are not going to be the same set of challenges you will face in your new role. I will think about my conversion path and buyer's journey before I even think about what go-to-market channels I need to build or optimize. Step 1: I would start off by listening to all the functional leads in your new company (sales, product, support, ops). I will then sit down with the data science team or someone from ops to help you draw out the exact conversion, purchasing and upsell funnel for your prospects and customers. Step 2: Identify from a marketing perspective when the key events happen (ie. web conversion, sales opp win/loss, what causes someone to convert, when upsells happen, what causes attrition...you get the point). Then figure out where the bottlenecks are that are preventing your users from taking the action you want them to take. Step 3: Once you have a good grasp on your bottlenecks and conversion point then you can start thinking about (in priority order) how these channels can be used to drive conversions and sales: 1) website/SEO, 2) email/marketing automation, 3) paid digital strategy, 4) sales alignment/training, 5) content buildout 6) webinars/events. 

Your first month should be 80% focused on learning the business and 20% focused on finalizing your 30/60/90 plan. For the remaining two months of the quarter, you should be 40% focused on continuing to learn the business and 60% focused on executing your plan. In the first 3 months... 1. Schedule one-on-ones with every team member you will interact with weekly. 2. Map out your existing funnel by taking the steps a prospect would. Make sure you complete every funnel step yourself, from landing on your website to demoing with sales to putting in an actual credit card. This will help you identify areas that need fixing. 3. Hop on 5-10 sales calls with actual prospects. Record the questions they ask and the responses by your sales team. Ask to be bcc'd on all emails to those prospects. 4. At least once a week, get into the support ticket queue and answer questions. Leverage your existing help center to see if you can come up with the answer yourself, before relying on a team member. In the first quarter... 1. Set KPIs by month for the rest of the year. 2. Deliver a "what's working" and "what's broken" presentation to senior management. Ensure that the team has visibility into how the current funnel is performing and where the opportunity is. 3. Identify one channel that is underperforming and launch a campaign to turn it around. 4. Identify a channel the company hasn't yet experimented with and kick off a test. 5. Kick off a campaign that will improve the lead-to-closed won conversion rate. 

Here are the four most important parameters that determine your Channel strategy when designing an Integrated Campaign. 1. Who? - Audience * Are you talking to developers, end-users, or decision-makers? * How large is the buying group for your product? * Is your product a single or multi-department purchase? 2. Why? - Marketing objective Is your campaign objective creating awareness, building pipeline, or accelerating pipeline? Each objective dictates the count of audience you have available to target which in turn informs the decision to choose channels. For example, if your objective is to accelerate pipeline, you might be limited to using targeted Social (custom audience), emails, closed-door events, and direct mail. However, if your objective is to create awareness, your channel coverage needs to expand dramatically because you are now trying to reach a broader audience to inform them of your existence. Now you are thinking Display, Content syndication, 3rd party tradeshows & publishers, etc. 3. What? - Average Contract Value (ACV) or ARPA What kind of product do you sell? Typically, it's safe to assume that a product with a higher ACV needs consideration and involvement from senior decision-makers across LoBs. Note that the same decision-makers are not easily accessible via conventional channels such as Paid social, email, Paid search, etc. Therefore your channel mix needs to evolve to match where they pay attention to. In this scenario, your channel mix might include direct mail, exclusive invites to 3rd party events, etc. 4. How much? - Available budget If you are well-funded, go ahead and explore multiple channels until you have a mix that delivers predictable lead volume and Qualified Pipe. If funds are tight, you might want to prioritize channels based on 3 factors - - Does that channel have your buyer's attention? (qualitative assessment) - What is the Cost per reach per channel? - Based on rough funnel math, can this Cost per reach ultimately deliver a respectable Pipe per $ spent over the duration of your sales cycle? Overall, two variables determine the effectiveness of this strategy - 1. Do you have a sufficient volume of buyers who you can target? 2. Are you able to effectively and efficiently access those channels to reach them?

I'd love to, but we have yet to find an intent vendor that has data rich enough for our specific segment that would indicate readiness to buy. For other companies, I've seen this to be really effective, especially when 10s or 100s of people might start researching something the moment a problem is faced. In my current role, our ABM approach is primarily successful in an outbound manner, and there's not a strong enough inbound signal to leverage to guide our efforts. 

SEM is an excellent way for a company to get up and running by responding to demand in the market. Early-stage companies who have not established their brand can start driving interest and opportunities immediately. As an organization grows, SEM can continue to be a large part of its digital toolbox while adding in other areas, including organic (SEO), as the company's brand becomes known and it builds authority.

A demand gen strategy should be a mix of campaigns tied to funnel stages. Content must be created to align with each of these stages 1. Brand Awareness 2. Top of Funnel campaigns 3. Middle of Funnel campaigns 4. Bottom of Funnel campaigns Also see the answer to How do awareness stages influence your demand generation strategies?

I don't think ABM at its core is all that different from landing net new vs cross/upsell/expansion. If you boil it down, you are taking a set of channels and tactics and deploying campaigns to get your prospects or customers to take a desired action or behavior. I will argue that you have more room for error when going into new prospects or markets where you might not have as much data or evidence to support your messaging, positioning and campaign strategy. When marketing to current customers, you better know what you're talking about. There is nothing worse that being an existing customer of a brand and receiving messaging and campaigns as if you had never worked with that brand in your life. With cross/upsell/expansion, you not only have to know your customer, but you better make sure you let your customer know you know them. For example, if you're already in at Amazon and looking to upsell, you better be able to discuss pain points that came up at prior QBRs, understand their org chart, tech stack, and review how you can help them achieve their goals,

For B2B marketing, customer testimonials play a critical role if you are looking to drive awareness and consideration of your product or services. Testimonials can be in the format of video, case study or simply quotes and reviews. Having testimonials across different markets and multiple industries helps establish an immediate connection with prospects during their discovery process. Though keep in mind, this certainly is not the only thing we should rely on but as a complementary messaging as you are trying to establish product market-fit.

There is definitely not a single path for demand gen. I personally transitioned into demand gen from field marketing. I can't say there is a single path that makes more sense than the next, but I can say there were a few things that helped me make the seamless transition. 1) All the events I ran had a quantative goal along with a qualitative goal. All programs had success metrics attached to them so we could look back and understand was it sucessful or not. 2) The other was that I always had buy in from the sales, CSM, and other GTM teams. I would start with communicating that this path forward would help them hit their goals and then share how their partnership would bring it even more success. 3) Events are expensive! Field marketing and demand gen will always cost money. Learning how to communicate upwards to c-level and other leadership positions is key. Whether you are on the content team, product marketing team, or a fellow field marketer and want to transition into demand gen, focus on proving value of your programs, have a close relationship with sales, and be ready to prove value of your demand gen mix to leadership.