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. 

My favorite question to ask during an interview is “If you could spend an extra $100k on demand generation in your current role, what would you spend it on and why?” I really like this question because it helps me understand a variety of things about how the candidate thinks. Dependent on the response, I can learn which type of marketing campaigns they tend to prefer to work with and how they budget and plan. The answer I look for is typically something with a multi-channel approach. Throughout my career I have learned to trust the saying “don’t put all your eggs in one basket.” That has been even more true after the last 2 years of the pandemic. The entire way we do Demand Generation or Field Marketing shifted with the removal of in person events combined with the rising cost of digital marketing. Now as we are shifting back to in person, we face the battle of inflation overall. Multi-channel gives you a lot of at-bats and allows you to shift funding around as needed.

My number one tip when building or scaling a Demand Gen function and team is to ensure that there is a clear path to measureable outcomes and impact across the DG team. While understanding impact and building a sense of accountability is important for all marketing functions, it's critical for Demand Gen. Regardless of how your company is structured, every Demand Generation member should have a set of tangible metrics and business outcomes that they are working towards. This is generally a pipeline target, but may vary. For example, if your company sets different pipeline targets across industries or product lines, you want to ensure that you have 100% coverage over those targets through the structure of your team, which requires mapping all team members to targets. While the metrics and goals will differ depending on scope of the role, all should be connecting back up to key goals and objectives for the broader business.

Strategies usually get defined bi-annually or annually and most of us don't have complete influence and control on what gets defined. So allow me to stray a bit and take this opportunity to share some 'tactics' that have worked for me. 1. Do you use common vocabulary? You will be surprised how many salespeople in your organization don't understand the difference between an 'acquired contact' and a 'marketing qualified lead'. Many times, this could be attributed to a combination of a lack of commonly agreed definition and lazy communication from Demand gen 2. Are you measuring the same thing? Acknowledge that solving their problem is your problem. Your success and reputation depend on whether your programs are planned to help them achieve their goals. In the PLG world, it could be a commonly agreed definition of what is a PQL. In the ABM world, it could be the definition of 'Engaged accounts'. 3. You know their 'stated position' but do you have a pulse on their 'interest'? A stated position from sales is usually concrete and explicit. For example, it could be 'I want more leads'. But look for the underlying interests, which are usually unexpressed. For example, it could be 'I need better quality leads - leads that display engagement on the website or inside the product or both'. When you appeal to the 'real interests' of your sales teams and succeed at meeting them, you will build trust and emerge as stronger partners. 4. You need to be okay with not being able to resolve 'all' issues. There will always be a few 'open' questions and opinions about the other team that might never get resolved. For example, as a Demand gen marketer, you'd want a multi-touch attribution model to be instituted but sales might never refer to it. In fact, they could vouch for the clarity provided by a last or a first-touch attribution model. Another one - Sales might have feedback on why marketing needs to do more of a certain kind of content (because the competition does) and deep down, you know that it is a nice-to-have, not a must-have. 6. Divide and conquer. collaborate with your counterpart in Product marketing who can help ease off the pressure on you by helping sales win and keeping up the momentum. They make sure Sales are engaged and are enabled with a winning message, collaterals, and direction. 7. Cultivate a champion in the sales team. Do you have someone from Sales who helps validate your Campaign theme and messaging, and vet prospect emails so they don't read marketing(y)? This is the person who will stand up and speak on your behalf when things get tough for you (which they do occasionally). 8. Identify opportunities to build alignment. Invite champions from your sales team to build the buyer journey and the persona map along with you. Collaborate with them when you conceptualize the PQL logic for your PLG motion or define the segmentation strategy for your next campaign. 8. Build an Always-on feedback loop - given the nature of the roles, it is possible that the Sales-Demand generation relationship could get transactional very fast. Avoid this at any cost. As Demand gen marketers, the onus is on us to elevate the discussion (and our relationship) and ask higher-order questions from a place of curiosity (I know this is super difficult and I'm also learning). One way to do this is to find the right opportunity to pose strategic questions such as 'what is good for the business' and 'do we need to revisit our Ideal Customer Profile' as against 'You are not touching these leads fast enough'. Strive, as much as possible, to attain the right balance in every conversation.

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. 

I always start with a comprehensive audit, focusing generally on the following areas. I evaluate a combination of qualitative and quantitative factors which allows me to have a clear understanding of the maturity of the function. The key is knowing what good looks like / being able to know where you want to get to. Because this audit should then turn into a roadmap towards building a proper demand center. * Sales & Marketing alignment * Demand funnel * Lead scoring * Lead nurturing * Content * Buyer personas * Planning and strategy * Process * Data management * Measurement * Systems * ABM * Campaign data and orchestration * Business acumen

This question has a lot to unpack. Influencing change takes a LOT of time, but I would recommend starting with first principles. 3 things I would start with: * I gotta say marketing sure did a good job of marketing ourselves! However, “ABM” is not a marketing thing; it’s a holistic revenue strategy. The first thing I usually do is internally rebrand “Accunt-Based Marketing” to be a target account strategy. * “Seek first to understand.” That will mean building relationships cross-functionally to establish trust and credibility. You’ll need key stakeholders to advocate for this strategy when you’re not in the room. Understand what’s important to those teams first: whether sales, e-staff, revenue ops, customer success, and product. * With Sales & Customer Success: Learn how they are approaching their accounts today. What’s working well for them, what do they need help with? What account insights can you surface that they wouldn’t otherwise have? * With Product / Product Marketing: How does the voice of the customer inform product development? What market trends are you seeing from your ICP? * With revenue ops: Depending on the maturity of the organization, you’ll need their alignment to identify ICP criteria to build out target account lists and partner on campaign measurement. This account-centric view will require a different way of measuring traditional lead > opportunity reporting. Can we measure account engagement today? * For Finance: You’ll need their support for any new budget, which means you’ll need to do some math to speak their language. Can you show them customer acquisition costs (CAC) for target accounts vs. non-target accounts? * Then, you’ll likely need to show results before you tell. Introduce an experiment that you can manage without fancy technology. Start with a hypothesis around a very crisply defined account list, brainstorm with others around a mix of tactics / messages / channels that you can measure, and chip away to learn what works. Share progress often.

As a first demand generation hire at a startup, some KPIs that you could own are: 1. Lead generation: This KPI measures the number of leads generated through marketing campaigns, events, or other channels. Depending on your market and industry, you may want to consider measuring results from your target account list. 2. Conversion rates: This KPI measures how many leads are converted into paying customers, or at different stages of the funnel. 3. Cost per lead: This KPI measures the cost of acquiring each lead, which helps you optimize your marketing spend and allocate resources more efficiently. 4. Website traffic: This KPI measures the number of visitors to your website and can indicate the effectiveness of your SEO, content marketing, and other inbound marketing efforts. 5. Social media engagement: This KPI measures the level of engagement on your social media platforms, including likes, comments, and shares. Remember that the specific KPIs you own may vary depending on your company's goals and the resources available to you. 

This is a tricky one as the business can often communicate all of these features and products are equally important. In reality it often creates too many messages for your audience if you try to go after them all at the same time, not to mention it will quickly burn one to two people out! Consider spending time with product marketing to map out a focus over the next quarter or two. Really force the conversation around prioritization. Pick a product or two or combo of features and ladder them up to a theme or concept. Figure out the story you want to tell and execute on that whether that be through ebooks, whitepapers, webinars, etc. Then repeat for the next quarter. Your prospects and customers will benefit from a focused and directed journey. Ideally the product or feature you focus on in one quarter should lead to the focus for the next quarter so it feels cohesive. Last thing to note, creating an effective an efficient always on engine will significantly ease this burden. I recommend an 80/20 split. 80% of your efforts should be focused on driving always on (trial, ebooks, whitepapers, web, etc) and 20% should be focused on Point in Time (PIT) (webinars, trainings, hands on). As your portfolio of always on assets grows it will naturally cover more products.