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.

* These are the core OKRs that I've tracked in various forms throughout my demand generation career: * Objective: Drive pipeline * Key Results: * Raw volume merics: * Leads: Net new names added to the database * MQLs: Marketing qualified leads, or folks who have reached some kind of behavioral, predictive or demographic threshold * SALs: Sales accepted leads, or folks that BDRs/AEs have accepted to work * SQLs: Meetings booked. This can be either an SQL # or an SQL $ value, depending on your business. * Funnel efficiency metrics: * Lead:MQL CVR: What percent of leads generated this quarter turn into MQLs? This is an indicator of how well you are taking the new folks entering your database and engaging them with marketing materials to reach a score threshold, and/or how strong your targeting is in terms of bringing in folks with the right firmographic and demographic criteria. * MQL:SAL CVR: What is the quality of MQLs that you are sending to BDRs? Are BDRs disqualifying too many MQLs before they even reach out? You want to keep a really close eye on this metric if it is less than 75%. * SAL:SQL CVR: How well are BDRs converting the folks they are working into meetings. This is a little out of marketing's control, but marketing can support BDRs with enablement, email sequences, best practices and more to drive this number up. * In addition to the above, if you have a broader focus on awareness as well as pipeline, you should look at metrics that relate to website traffic, SEO (top keywords, traffic from SEO), etc. * As you get more sophisticated, you probably want to have a sense of how the pipeline you are generating turns into revenue for the business. Depending on the segments you serve, marketing should plan to provide anywhere from 25% of pipeline/revenue (Enterprise business) to 75%+ of pipeline/revenue (self-serve/SMB businesses). * When I take a look at the current quarterly OKR list for our entire marketing team, we have about 60 KRs we're looking to track - my team is responsible for about 30 of them. SO, as my team has scaled we've gone beyond the core metrics above.

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. 

* Metrics are the data points you are measuring the success of the campaign around (either leading or lagging indicators). This can be # of meetings from your account list, # of campaign responses per account, # of impressions or CTR by account, # of opportunities, $ pipeline generated, etc. Any goal you’re measuring yourself on. * Analytics is the process of acquiring Insights from the data. Why should the team care about these metrics? * How are those metrics driving the business? * What action items can we take from here? * How will we apply these learnings to future campaigns?

Work with your sales team! You can use a lot of different tech and methods to identify target accounts, but if your sales team isn't bought in, you won't be successful. I suggest using tools or conducting a TAM analysis to narrow down the list of potential accounts a tad small. Have the sales team participate in the account selection process. One of the most common mistakes I see people make is allowing their sales teams to pick companies like Verizon, ATT, Amazon etc. These companies are broken out into several lines of business and divisions. Sales should understand the account and where they'll break in. If you are going to use digital channels, ensure you have a list large enough to meet audience size requirements on your preferred media partners.

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. 

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?

This is a deceptively difficult question to answer. Simply speaking, assuming you have the data to know the answers to the following, I would use the following factors to determine the mix of channels/tactics to include in a campaign strategy: 1. ROI - what is the return on the investment of a specific channel. In my specific case I look at bookings ROI. If you have a more direct conversion funnel it would mean some other form of a purchase ROI. There is a time component to ROI as well as marketing typically doesn't immediately return on the spend. You should need an agreed upon ROI timeframe to set appropriate expectations as part of this calculation. 2. Scale - does the specific channel or tactic reach the right amount of people, teams, or organizations. If you rely on high volume/low ASP sales you would want a channel with very large reach. Conversely if your sales are low volume/high ASP, high touch 1 to 1 or 1 to few tactics would be effective. My mix usually includes both. 3. Reach - highly related to scale, does the channel and tactic reach the right people and teams within an organization. Understanding personas and their buying decision behaviors is key to understanding which channels and tactics will reach the right audience. Ultimately, having ROI data by specific channel and tactic is key. Absent that data using experiments across channels and tactics to test scale and reach and tracking the ROI of the experiment would be the best way to understand what your mix should look like for your demand generation strategy.

Honing your craft and being able to share insights and recommendations (based on data) is a great start. Managers often don't have time to get into the weeds, but if they get insights they don't know or recommendations on how to do something differently, this is a good first step in becoming influential. Being concise in your delivery is also important. If you're putting together a written proposal, it's always recommended to start with a brief summary of the expected outcomes/key findings at the start. More generally, the more you understand the business, the better. For example, if you're aiming to be more influential with sales, understanding their challenges, having shared KPIs, talking their language and really knowing the customer will help you gain respect and become more influential. Finally, being a good person to work with naturally drives this. Being a good listener, giving others a voice, taking ownership, avoiding blame, and keeping everyone focussed on what matters.

Congratulations! This is an important moment because you have the unique opportunity to truly define how the Demand Gen team functions at your company. Demand Gen can mean different things to different people, so I recommend creating a clear strategy for what it means for you and your company, and clearly and proactively communicating that across your company, particularly with your key stakeholders in sales, product marketing, content marketing, executive team, etc. DG plays such a powerful role in a company's growth and it is important to frequently share the impact of the work that you are doing, and ensuring that those results get the visibility they deserve. This could mean presenting key results out each week at your company's all-hands, or hosting frequent lunch and learns to share highlights from your work. Doing this early will ensure that your company has a strong understanding of the value that DG can provide from the start.