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.

This question is very similar to the one titled: Are there specific channels you think are a foundation to a Demand Generation strategy? Short answer is focus on your website and email channel first. In addition to what I discussed in that section, I would highlight recommend aligning with your product leaders and support/customer service leaders the same way a demand gen leader would if they had a sales leaders they align with. Your job is to convert users and help them adopt the product. Use data science to drive your marketing activities. Once you identify where the gaps are in your conversion process you can start to build marketing adoption programs based on the unique challenges your business is facing. Here's an example of a problem statement that was one of our biggest challenge when I led demand gen for our self-service/product led product: * “Which in-app activities help SMBs convert being a free trial user to paying customers of salesforce”. What we learned from data science is that the biggest driver of conversion is getting someone to log back into the app on the 2nd day. If they don’t, we lose them. And on the flip side, If we can just increase Day 1 to Day 2 retention by +X% that will get us +XX% more conversions. So it’s absolutely critical to drive return logins early. And based on that, we have these 3 programs in market to encourage trialist to log in: 1. Launched a 90 day email nurture that includes a series of 15 emails to encourage feature adoption. 2. Best Practice webinars that will feature customers to talk about how they are using the features in our product to drive business value. 3. Our adoption team has an in going hands-on workshop to teach trialist how to do things like adding additional users and editing accounts & contacts - these are all features that these trialists must adopt in order to see the value in our product. Underneath all this we have a Propensity to Convert (PTC) score designed by our data intelligence/data science team where we graded each cohort's propensity to convert by the end of the 14 day trial period. This score not only helps you segment and customize your marketing journeys but it can also help you forecast to see how many conversions or revenue amount you will expect at any given month/quarter. 

The first places I'd invest for short term wins: * Capture intent via paid search (Google search, but also Bing) across branded and non branded keywords * Optimize your website for lead conversion (CTA structure, strategy, form enrichment) * Make sure you have multiple "high intent" offers including a contact sales request, live demo program, on demand demo program with short videos on your product, and free trial At the same time, you have to invest in medium-term strategies: * SEO for key non brand keywords * Content generation at the top and middle of funnel that is solution-agnostic and focused on solving the problems your key buyer personas face * Website messaging, positioning and key pages for your key verticals, personas or solutions * Brand efforts to drive awareness, including PR, events/field activations, brand advertising, and paid social * Lead generation via paid channels like paid social, content syndication, and targeted industry placements

The most important thing around influence is clearly identifying and communicating how your work is contributing to sales success and ultimately having a positive impact on the business. Early on in my career, I learned that the most effective marketers are deeply committed to designing their goals around metrics sales teams actually care about. This essential insight is what inspired me to shift away from measuring leads to measuring marketing-generated pipeline. Changing metrics may be daunting at first but it’s ok to be uncomfortable. In my experience, it’s the best way to move away from a dynamic where marketing and sales blame other teams for standing in the way of their success. If you see this dynamic bubble up, consider it an invitation to reframe your work in the context of finding shared metrics that ladder up to a larger company goal. By measuring your success with metrics both stakeholders actually care about, you’re laying the foundation for a trusted partnership that has the potential to drive tremendous growth for your business. When you have that trusted partnership, the sales team should feel really excited about your roadmap and be asking how they can get more support because they find your work so valuable to them. This is a great opportunity for you to jointly present for additional resources - having sales and marketing both make the same budget or headcount request is much more powerful than marketing doing it alone.

If you're still on an inbound (MQL) model, I would start by pivoting every report through the lens of "target account vs. non-target account". * # of campaign responses * # of opportunities generated * $ pipeline generated * ACV * # closed won * $ closed won What matters gets measured. Over time, (ideally) it will reflect that target accounts drive the biggest impact to the business. (If not, it likely means that you'll need to take another look at the target account / ICP criteria.) In my experience, that usually is the catalyst to change how can we drive more "target account" pipeline? To do that, we'll need to think differently about engaging with an account & identify more of those leading indicators. Then, you can start thinking about the KPIs and what it means for an Account to be "Qualified".

Our demand generation team has three major pillars: * Website - responsible for our corporate website. While they care about impact, they also need to service other needs for the company beyond pure demand generation. They're held to a slightly different standard, as a result. * Acquisition - responsible for acquiring new leads. We have it split between Organic (SEO), Paid, and Channel (BD partnerships) * Customer Marketing - responsible for educating and upselling/cross-selling customers There's multiple teams that live within those major pillars that are structure more tactically, but the three pillars comprise the major differences in expectations and OKRs that would be associated there.

It is important to recognize that the B2B buying cycle is not linear. Various buyers can be in different stages of the buying cycle and the best way to address this is to have: 1. Always-on tactics such as paid search, paid social, and email nurture. These are by nature evergreen campaigns and must be optimized quarterly or based on performance 2. Time-sensitive tactics such as webinars, tradeshows and in-person and online BOF events such as executive round tables That said, it is important to have the MOF/BOF tactics such as email nurture and SDR outreach sequences live before you launch paid media campaigns. This will ensure the right follow-ups are triggered the moment the first content lead or the first demo lead or the first event lead hits the CRM.

My role evolved as the organization grew from $100 mil ARR to ~4X the size today. In earlier days, our GTM motion was primarily PLG. I was measured on Qualified Traffic as a leading KPI, and Trial volume and Sales CVR% as the lag KPIs. Today, we have a twin GTM engine - PLG & Direct Sales model. My role and success parameters have evolved accordingly. I'm measured on Marketing sourced and influenced pipeline. The leading metrics are Trial volume and # of accounts displaying category intent and engagement in a given period.