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.

Here are some examples of good OKRs for a Demand Generation team: 1. Objective: Increase qualified leads by X% Key Results: * Increase website traffic by Y% * Increase conversion rates on landing pages by Z% * Increase the number of demo requests by Y% * Implement a new lead scoring model to prioritize leads for sales team follow-up 2. Objective: Improve marketing funnel efficiency Key Results: * Reduce customer acquisition cost by X% * Increase conversion rates at each stage of the funnel by Y% * Implement new email nurturing campaigns to engage leads who are not yet ready to purchase 3. Objective: Expand market reach Key Results: * Increase website traffic from target industries by X% * Develop a content marketing plan to target new buyer personas * Expand social media presence to increase brand awareness in new markets * Add to your database a number of new contacts/account from a new audience 4. Objective: Drive revenue growth through demand generation Key Results: * Increase marketing-sourced revenue by X% * Implement new ABM (Account-Based Marketing) campaigns to target high-value accounts * Optimize the sales funnel to reduce sales cycle time and increase deal velocity OKRs should be specific, measurable, achievable, relevant, and time-bound (SMART). By setting goals that are aligned with the company's overall objectives, the Demand Generation team can help drive growth and success for the business.

1. Sales Leadership If you're in the B2B SaaS space, you'll know that marketing alone does not generate deals. We engage prospects and customers, bring them to the surface, and rely on AEs and sales development to mature that relationship, converting them to meetings and subsequently, deals. If your target account list is not aligned with Sales, the efforts get largely wasted. ABM works when Sales is ready and excited for each of those accounts to engage. Ultimately all accounts on the ABM list should either be assigned to an AE or on a target list, ensuring strong alignment between teams. 2. Sales Development Digging deeper on the above, it's imperative that Sales Development is also bought into the ABM strategy. It could have a major impact on their workflow, from lead assignments, qualification thresholds, and follow up SLAs. In my experience, I've found the best partner here to be the outbound SDR team, as they're incentivized to work the same accounts in the ABM list. Also, it's important to consistently surface the efforts being made to warm these accounts, as well as to analyze and prove that a warm account has a higher likelihood of converting than a cold one. If you do run the numbers and don't find that trend, it's likely that something is broken, or your thresholds for account activation are set too low. 3. Business Development / Partners Partners can make a huge difference when trying to break into major accounts. The BD team can be an excellent partner to provide inputs from partner organizations as to which accounts may be more susceptible to purchase new technology, as well as which ones have strong partners involved already.

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. 

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.

Where do I see Demand Generation heading? That's an interesting question. Like most DG roles I am see them being converted to Field Marketing. In my humble opinion, a traditional Demand Generation role is much more than just Field Marketing. With Demand Generation you basically sit with one foot in marketing and one foot in sales. You not only strategize and run campaigns, but you track the metrics, ROI, leads and conversation rates/success metrics all the way to closed won. Those skills are the reason I LOVE DG. It is all encompassing. This is not to undervalue the importance of the Field Marketing role, my title event recently has shifted to include Field Marketing in it. Maybe the real future of Demand Generation is converting Field Marketing to it?!

I believe that all integrated campaigns should exist to drive pipeline & revenue (there is an exception though: when this is not true is when you are creating a category). The biggest difference between these two goals is the volume and the type of buyers you choose to ignore or add to your campaign strategy. For example, an integrated campaign strategy that is focused on meeting pipe goals (assuming limited funds) is focused (more) on two buyer stages - Consideration & Intent. It therefore already assumes that the majority of buyers are aware of the product category and the existence of possible solutions in the market. * Your biggest leverage point here is to make yourself known in specific buying situations (eg. 'we are an affordable alternative to XYZ', 'we are easier to use compared to ABC'). Think of these as inputs to your ad creatives, content assets, etc. * You contain these seemingly disparate buying situations into a 'Campaign theme', a singular go-to-market messaging that focuses the collective energy of all GTM teams in your organization * You now create the right mix of offers that get your buyers to self-select themselves into the demand funnel. What is the type and number of webinars, owned vs 3rd party events, content assets, Demos, Free Trials, Free for forever plan, etc? * You develop a media plan that lays out these offers in a certain sequence, and the time period and is promoted using specific tactics. Since your focus is pipe-gen, it's important to have an educated pov on gated vs ungated content strategy. This, usually, is not as big a concern area in a Brand marketing campaign.

This is a great question! I can't tell you the number of times I've created content because someone in the C-suite thought it would be a good idea, or because a sales reply simply couldn't close a deal with a highly customized 1-pager. The truth is - content should be created with a purpose. Here are the questions I like to ask when conducting a content audit: * Does this content answer questions our customers are asking? Does it help our customers & prospects accomplish their goals? * How does the reader feel after consuming this piece of content? Does that feeling align with what our goal was when we created the piece? * What is the purpose of this piece of content? Is it still serving that purpose? * How often is this piece of content used, by who, and in what capacity? * When was the last time this content was refreshed? Is this something we want to be a staple in our library? * In what other forms does this content exist (blog, podcast, short video, webinar, etc)? If the answer is none, should it be created in smaller, more digestible snippets? 

Great question. Difficult to answer, without knowing more about you as a human (feel free to reach out to me on LI and we can chat more specifically). That said, here is my general thinking on the subject: First, leverage your experience. You sales background is a huge asset. Use your experiences to help the Marketing team get a better understanding of customer pain points, buyer personas, and the nuances of the sales funnel. Your team will find your knowledge to be invaluable in crafting effective demand generation strategies that resonate with potential customers. That said, you will have a lot to learn about how the function of "demand generation" works. * Digital Marketing: Learn about SEO, SEM, social media marketing, and content marketing. This is often the largest discretionary spend in your entire company. Experts here command executive attention, have a huge impact on spending decisions and can make or break your top of funnel volume. * Marketing Automation Tools: Get hands-on experience with tools like HubSpot, Marketo, or Pardot. Learn how scoring works. Get a sense of how email campaigns are developed, what your marketable database looks like, and how you can help the team improve their segmentation efforts. * Data Analysis: Marketing data is adjacent to Sales data, but it's a whole new pile of stuff (100's of metrics across the different parts of the org) to learn. Get a sense of what matters most and what are nice to do metrics. Develop skills in analyzing data to understand campaign performance and ROI. * Content Creation: Work with the content team to understand the machinery. How does content marketing generate leads? What content is mapped to what stage? How is that content scored? You can be a big help here; help the team brainstorm new and relevant topics at the awareness, consideration and decision stages. Help the PMM team develop one pagers for sellers that actually matter. I'd suggest that you work to deepen your understanding of the customer journey from awareness to decision. Spend some time with the PMM team, growth team, or your lifecycle marketing person. Get a sense of how your organization creates create touch points that guide potential customers through the funnel will be essential in a demand generation role. What are the "aha" moments in your product that signal a potential long-term paying customer? How many touches in your SDR sequences or in your marketing nurture emails. One interesting, big concept to consider: How can you start to shift your focus from individual sales (1:1) to broader, more programmatic marketing strategies (1:Many). Consider how you can leverage what you know, and how you can apply it at scale, to attract, engage, and convert leads to closed won. Making this mental shift will be critical to your success in Marketing and Demand Generation. This is a big one, a mandatory IMO. Please please please please please communicate your career aspirations with your current manager or HR department. You need to find the right balance between being direct but non-threatening. You want them to know what you want and when, but not make them feel like you have checked out or are not worth continuing to advocate for and invest in. Managing this carefully will be key to making a smooth transition between roles. The marketing landscape is constantly evolving. Stay curious, keep learning, and be adaptable to new tools and trends in demand generation. Attend events, participate in webinars, and read read read read read everything you can get your hands on. Continuous improvement will be key to your long-term success, whatever path you choose to pursue. Of course, I'd be remiss if I did not suggest you work to connect with professionals who are already in demand generation roles. You can't go wrong seeking mentorship from experienced colleagues and industry experts. Their guidance can provide valuable insights and help you navigate the transition smoothly. Some thoughts if you are still in your Sales role: Demonstrate your capability and interest in demand generation. Spend some time with your DG partners. Offer to assist with marketing campaigns, contribute to content creation, and help with lead nurturing efforts. Showcase your company knowledge, your proactive approach and you're going to win both kudos and a better chance at landing a Marketing role. Finally, I'd recommend working to build your "T-shaped career." A generalists breadth and broad understanding of marketing concepts will help you accelerate and become successful and valuable in smaller companies. As you grow, you'll develop the long leg of that "T" - your specialization. This will become more and more important as you grow in seniority and look to take on more senior roles. Companies usually hire because they have a problem they want to address, and they are looking for folks who have specialties in addressing them. This WILL become a huge part of your later career value proposition, so start thinking about it now.

My biggest frustration is the fact that sometimes programs work really well and then two months later, that same program will just not work. It's tough when you forecast a certain volume of new names or registrants coming in and it doesn't hit. There are some factors that influence this like seasonality (summer time or holiday months can influence the effectiveness of a program) or world events like a pandemic. While this is a frustration, it is the reason why demand gen leaders should have a good mix of programs every month/quarter in order to hit their pipeline goals, because that program you are banking on just may not hit.