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 ran a training for my team on this earlier this year! Here's an abridged version (feel free to reach out to me via LinkedIn if you want the full deck): * What do we mean when we say “project-specific KPI”? * As we develop quarterly plans, or kick off specific strategies, we look for folks to outline a few things: * Context: What’s true today, or what got us here * Objective: What we are trying to achieve. Usually no more than 1-3. * Strategies: How we are going to hit our objective(s) * DACI: Who is involved (Driver, Approver, Contributors, Informed) * KPIs: What we are going to measure to understand if we achieved our objective * Why does it matter to set KPIs for our projects? * Ability to measure your progress * Gives you a goal to hit * Allows you to understand how your work ladders into larger objectives * Allows you to calculate or understand return on investment * Tells you if you are aligned to your strategy, and if your strategy is working * "Meaningful KPIs or performance measures have a specific definition: A performance measure is a quantification that provides objective evidence of the degree to which a performance result is occurring over time." - https://www.staceybarr.com/questions/howtosetkpis/ * Ways to model & forecast your KPIs * Tops-down: * Top-down forecasting is a method of estimating a company's future performance by starting with high-level market data and working “down” to revenue. Ex. we want to double revenue next year, so that’s coming from the tops-down. * Great example: if the business looking to grow ARR by 30% next quarter, and you have a top of funnel marketing goal that maybe isn't perfectly tied to ARR, you could still use that 30% growth rate as a starting point for the metric you are looking to drive * Bottoms-up (or trends-based) * At a high level, bottom-up forecasting is a projection of micro-level inputs to assess revenue for a given year or set of years. Ex. rollup of individual sales quotas. Or, looking at our historical performance to predict future performance * Using a comparable effort or external benchmarks * Sometimes you are doing something new, and have no historicals. In these cases, I often refer to other similar projects, or find external benchmarks to be my guide * Pro tip: If you are building teams and launching programs or at a start up, it will be TOTALLY normal not to have existing benchmarks or historical data to go from. This is not an excuse not to set a KPI. As long as you show your rationale and logic for why you set your target a particular way, you'll get a lot of understanding and appreciation if your first efforts to benchmark are off. * How I use historical data to set targets (in this example, for a quarterly target): * Quarterly data: Last 8 quarters is ideal to give you a sense of how this quarter performed not just last year but the year after. Look at quarter-over-quarter (QoQ) and year-over-year (YoY). * Monthly data: Quarters might hide monthly seasonality, so it is also good to look at monthly data. * Weekly data: Can use this if you think there are more recent weekly trends that will give you insight (ex. did you recently invest in an awareness campaign that will continue? Or, did you recently turn off a paid ad campaign that was driving traffic but no meaningful lead or MQL volume)? * General tips: * You don’t want to forecast too high and miss by a ton * Nor do you want to forecast too low and way over achieve * Aiming for a +/- 10% is a good idea * You won’t always get it right, especially if it is a brand new initiative * Look at broader trends to inform your stretch: Ex. if we are growing all SQLs 25% QoQ, look at what you are trying to do in your own channel or with your own project - is this a mature channel so we should plan for more incremental growth? Or is this an area where we have a ton of opportunity and can grow meaningfully in a short period of time? * Think about improving percentage rates CAREFULLY! Going from a 15% open rate to a 20% open rate is not a minor 5% improvement, it is actually a 33% improvement (20%/15% - 1 = 33%). This is the difference between percentage points and percentage change * My biggest secret to forecasting KPIs: It is not JUST math. There's a lot of judgement, art and rationale involved. You know the strategy, you know the levers, you know what you are investing in or pulling back from. If you partner with a finance or operational team to set targets, make sure that there's always a point where you can have inputs or negotiate based on what you know about your strategy, market trends, and how current investments are performing.

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.

ROI and marketing attribution is the most challenging KPIs for startups in the technology space; most of these companies do not measure CLV and instead, they measure results on an annual basis, depending on factors such as average sales cycle, average deal size and market maturity, reporting returns of marketing investment in the short term is challenging. One important KPI that demand generation teams may overlook in fast-growing technology companies is the customer lifetime value (CLV). CLV is a metric that calculates the total amount of revenue a customer is expected to generate for a company over the course of their relationship. It takes into account factors such as customer acquisition cost, average purchase value, and customer retention rate, and provides a more accurate picture of a company's revenue potential than simply looking at short-term revenue or leads generated. By focusing on CLV, demand generation teams can prioritize their efforts on acquiring high-value customers who are more likely to generate long-term revenue for the company. They can also identify areas where they can improve customer retention and increase the overall value of each customer. Overall, CLV can provide a more comprehensive and strategic view of a company's revenue growth potential and help demand generation teams make more informed decisions about their marketing and sales strategies.

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? 

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.

In order to become a demand gen leader, you need to understand how to empower your team to execute to the best of their ability, and also forge a professional development path for every team member. Sure, there are skills like effective budgeting, managing cost efficiencies of channels, and typical manager-level skills such as performance management and coaching. But ultimately, a demand gen leader has many similarities to a CMO: the people that are on a demand gen team have many disparate disciplines, and you need to at least understand the key success drivers of each of those disciplines. It's common for medium-sized (~10+ full time people) demand gen teams to require smaller sub-teams for marketing operations, campaign management, paid media, events and field marketing. Understanding how to grow each function to meet the needs of the business is table stakes for a demand gen leader. What helps teams get to the next level is being a demand gen leader that focuses on the professional development and growth of everyone on your team. Ensuring that everyone has clarity into where they want to go next in their career, and giving them the resources they need to create their own specific path from the role they are in today to where they want to go next.

What a great question. I never thought about data in this way. Thanks for forcing me to think through the differences as it relate to KPIs vs. data to help inform vs. pure noise. Metrics: These are the key performance indications that, you as a marketer, should evaluate your programs and your teams against. At the end of the day our job as marketers is to drive revenue alongside our go-to-market partners. Key metrics I've outlined in another AMA question that is worth mentioning here: * What’s the revenue impact we are driving - early indicators include what’s our contribution to pipe generation * How are we helping our seller build relationships? These can be measured in the form of marketing responses or event attendance and executive engagement from decision makers in our ABM accounts (ie. VP+) * How are we aiding in contact acquisition by account? Not only are we driving new contacts for the sellers to build new relationships with but is marketing identifying the “change agents” or decisions that are advocates of your brand who can then become a champion for you during a deal. I'm going to group Analytics and Insights together because analytics to me is the data that backs up (or inform) the insights. Analytics: What problem are you trying to solve for? You have to have succinct questions before you (or submit a request to your analytics team) dig into the data to pull analytics. Analysis paralysis is the cause of unnecessary cycles and it will lead to dead ends. Insights: These are an individual or a group's point of views or someone's analysis based on the analytics being pulled. It is a hypothesis backed by data to gain understand of your business. Here's my thinking process when solving for a specific hotspot for the business and how I would go about looking for the analytics and surfacing insights. Problem/hotspot: Account X is not hitting the ACV target. Why? Logic: "Analytics is showing us that the pipe gen is flat YoY and we are behind target attainment by X percentage points - the trend was surfaced up last week as well." The hypothesis here is that we are behind on pipe gen, an early indicator that we'll miss our revenue target. This requires an action/get back to health plan right away. In search of insights these are the questions I would answer and gather the analytics for: * Are we simply not piping enough? * What's the close rate/win rate this quarter compare to last quarter and last year (is the hypothesis we're losing to a competitor or is this an enablement problem?) * Is the pipe stuck in a certain stage? What's the average days/weeks it's been stuck in that stage for? The action plan is to figure out how to leverage marketing touchpoints to progress the pipe. * Is there deal compression happening because Account X is putting projects on hold or swapping licenses in an effort to drive vendor cost down? These questions then become guidance to help us surface up the right analytics so we are not lost in analysis paralysis.

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.

I am focused on B2B marketing to create, drive and capture demand with the end goal of creating a pipeline for sales teams (well, ultimately to acquire customers!). From my perspective, the pillars that feed into the strategy for driving pipeline include: * Knowing our target audience * Creating compelling narratives, value propositions, and messaging * Developing best in class point of view content to educate the market while establishing our brand as trusted thought leader in the space * Integrated campaigns and multi-channel strategy: getting our message to the right audience at the right time, in the right place (buying journey is complex and requires multiple messages, solutions, tailored to multiple personas at different stages, at any given time, via multiple channels- from digital, to in person events, to social and more) Aligning stakeholders in these processes is typically done by following an established framework I mentioned in a previous question. In summary- a single project or campaign champion would create a proposal for the project/campaign in the form of a brief that is circulated amongst stakeholders. Alignment and approvals take place with the right decision makers, from there, workstream owners or channel owners are identified and brought into a project/campaign kick off. Shared goals, metrics, targets are established, timelines and workback schedules created, and regular check ins/status updates to ensure we are on track, or to remove roadblocks. Once the project/campaign is complete, a retro is conducted with all stakeholders- this can help ensure best practices are identified, key learnings are addressed, or failed initiatives are deprecated ;)