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.

I'd recommending focusing a lot more on engagement and less on lead generation or MQLs. In general, you should know the people you want to engage in each account, and you'll have them already populated in your CRM. This completely eliminates the need for any "lead source" tracking to prove effectiveness. Additionally, you'll want your team to keep engaging the important few until they're ready to take the next step with your company, so measuring actual engagement with marketing materials/programs is key. Several tools out there help with this such as Demandbase and 6Sense, but it can also be homegrown if you have the appetite for it. If I were to oversimplify a lot, assign points based on activities, roll them up to the account level, ensure they decay over time, and then set thresholds based on what matters most for your business. Maybe you need a lot of engagement within a few key contacts, maybe you need the whole village to get activated! If you're not sure, start somewhere, backtest, measure, and iterate. 

This one is going to be simple. Focus on being close to the numbers and be ready to be creative! I do think there are some foundational pieces to building a demand generation engine. The first is having a balanced program mix, make sure are bringing names in a consistent and steady flow. Being close to the numbers helps understanding what channels are working, which channels to invest more time & money in, and making sure these are the programs that convert to meetings and closed won. Once you have that foundational piece, focus on getting creative. At the end of the day, most demand gen teams are running the same types of programs—webinars, emails, etc. It's up to you as the leader of your team to think out of the box. Tip: Look at those programs that are converting well and see how you can hypercharge them by adding a gift card incentive for taking a meeting!

Across every role in growth there's one common trait I try to ensure. The ability to look at seemingly disparate data, make sense of it, create hypotheses, and prove or disprove them. Lots of people will answer yes to this if asked as a yes/no question, but the ones that truly get it can articulate examples. These are the folks that take data and turn it into action. I have often seen people be really good at collecting and presenting data, but not be as good at the "so what" part of it.

1. Communication! Shared Slack channels, meet regularly and ask your sales team for input so they feel engaged and involved in decisions. Be transparent about how the marketing budget is spent and what is working and what isn't. 2. Shared KPIs. The biggest mistake is disconnected goals. Having a marketing goal of driving leads and a sales goal of driving revenue rarely works out, in my experience. At a minimum, Demand Gen/Marketing needs a sales-qualified pipeline target to fill the top of the funnel. At best, it's a shared revenue target. 3. Having marketing champions on the sales team can make a big difference. A sales leader who advocates for and voices their appreciation for marketing sets the tone for the rest of the sales organisation. Invest time in building those relationships. 4. Listen back to sales calls and hear the types of objections and discussions they are having. It can often give you ideas for new pieces of content that will resonate well and that your sales team will appreciate. 5. Avoid jumping in to fulfil every request of the sales teams. In all likelihood, you will become much more tactical than strategic and ultimately deprioritise things from your plan that may have had a greater impact. It's always better to provide a rational explanation as to why you believe their suggestion isn't the right thing to do. For example, with event suggestions, I usually find that the target ICP (Ideal Customer Profile) isn't quite right. 6. Have fun! Lunch chats, socialising together, connecting over the coffee machine, finding shared interests. All help build up a more personal relationship that ultimately builds a deeper connection and better working relationship.

Here's a quick laundry list of things to consider without diving into your business model and marketing plans. 1. Partnerships: Do you have partners you can work with to integrate a call-to-action? For example, in one of our small business campaigns where we were targeting small business owners we were able to partner with local banks to include our offering in their small business loan welcome package. I know integrations are tough and it requires more than marketing to champion so I would also think about co-marketing. Are there any partners that have a database of people you are currently not getting in front of? Cross-promoting in partnership channels is a great user acqusition tool. 2. Direct Mail: you're probably thinking this is old school but the campaigns my teams have run are showing positive ROI from direct mail. The reason? It's cheap and you can get a broad reach. We typically pair direct mail pieces with a call to action (ie, register to attend our event, download this ebook, get in touch with sales, etc). This creates a multi-touch journey to your campaigns. 3. Lastly you can run some fun guerilla marketing to drive foot traffic to your storefront. 

This is a great question and a tough one to answer! Every org should develop this based on need. If I were to design a Demand Gen org for Global, it would look like this: * Demand Gen Strategy & Operations: You need one (or multiple people depending on the size of the org) to own the general Operations for the team. Meeting scheduling, global team interlocks, OKR setting, etc. * Demand Gen Analysts: This team will own the campaign data and so your focus can be on deriving insights and demand gen orchestration. * Global Interlock Lead: This person should own the relationships with the regions and the process of how assets get localized and delivered to the global teams. Is there a regular meeting cadence? How do you introduce new campaigns to the global teams so they are aware? * Campaign Leads/ Orchestrators: These are the Demand Gen warriors who own building their campaigns end to end. You can consider dividing this team up by segment type (Prospects vs. Customers, specific target audience segments, etc.). * Content Strategists: This team can own building the content and ensuring they are including global insights to make it relevant for global teams. Often the pitfall when building global demand gen teams is that the teams build for the region they are in and are not considerate of how to extend the message to be global. This team can own building assets such as infographics, webinars, etc. 

I would recommend building target account lists based on where that account is in their customer journey. Channels are usually pretty constant. Your targeting ability, level of intent, tactics/offers, messages, and the budget you're willing to spend on them will change. It will cost significantly more budget & time to acquire a new customer, so focus on where you see the biggest potential impact first. Within a tiered 1:1, 1:few, 1:many structure: what is the potential ARR of an account within each segment? That could help determine your effort & willingness to spend on a given account list. 

I generally like to communicate through two types of vehicles: Weekly progress updates - this is meant to convey what's happening now * Performance metrics (absolute numbers, performance vs. goal, YoY %) * Drivers of above performance (i.e. what's causing it) * Adjustments that will be made given the drivers (i.e. what are we doing differently?) * Where we're stuck (i.e. how readers can assist) Monthly progress updates - this is meant to convey overall progress against a larger strategic plan * Performance (monthly to give context) * Initiatives that we committed to doing at the start of the plan (more context as to the what and the why) * Progress of those initiatives * Bottlenecks * Adjustments that we'll making based on what we learned (this reflects more against initiatives and where we're spending time)

Build a simple waterfall model that starts with the revenue target for the year. Assign a percentage of that target to marketing. Use some conversion benchmarks (either historical for your company or industry avg) to work up a funnel for how many opportunities, demos, MQLs you need to hit that target. Plannuh has a free funnel-building tool to guide you through this exercise. https://funnel-builder.plannuh.com/