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.

This is where using Account Based Marketing and Demand Unit Waterfall (DUW) comes into play, especially for B2B Mid-market and Enterprise segments. Integrating a solution like Demandbase into your tech stack will help you identify accounts based on how they engage with your campaigns and execute channel tactics based on the DUW stages * Target Demand * This stage is all about sizing the market and identifying your Total Addressable Market or TAM based on your Ideal Customer Profile (ICP). * Which accounts are most likely to buy your products/solutions/services? * Pro Tip: Execute TOF (top of funnel) campaigns on paid social and third-party media partners * Active Demand * Of the TAM, how many accounts are in-market to buy in the near future * Pro Tip: Present TOF and MOF (middle of funnel) content via paid social and email * Engaged Demand * How many accounts have interacted with your website, campaigns or content? * Pro Tip: Continue the buyer’s journey with MOF content served up by paid social, email nurture and webinars * Prioritized Demand * In this stage, you’ll take all the target accounts that have engaged with you and prioritize them by Account Score. * Pro Tip: Build dedicated Outreach sequences for Sales Development teams / SDRs to use * Qualified Demand * SDRs have to start multi-threading to key contacts within the account. * Pro Tip: Work with SDRs to execute a targeted, high-touch direct mail campaign via solutions like Alyce or Sendoso * Pipeline Opportunity * More and more marketers are getting involved at this stage * Pro Tip: Execute brand campaigns on paid social, YouTube and display to stay top of mind

Marketing cannot close business without sales. Sales is the most important partner to marketing, ABM or not. While you can gain the support of the leadership teams, sales ops, etc, if you don't have your sales team onboard with your plans, you will not succeed. Bring your sales team into the process early and keep them informed ia regular status updates (bi-weekly, monthly, or quarterly). Highlight your wins and your losses.

I have one question that I love to ask in all of my in-depth interviews: "What is the challenge you are looking for at your next opportunity to help you grow to the next level in your career?" The best answers are those that sound intentional, thoughtful and deliberate. "I want to grow in my ability to do (x), and through this role, I'll be able to take on challenge (y) to help me get to the next step on my career path to (z)."

I'd love to, but we have yet to find an intent vendor that has data rich enough for our specific segment that would indicate readiness to buy. For other companies, I've seen this to be really effective, especially when 10s or 100s of people might start researching something the moment a problem is faced. In my current role, our ABM approach is primarily successful in an outbound manner, and there's not a strong enough inbound signal to leverage to guide our efforts. 

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".

Your buyer's journey as well as your demand funnel, play a key role in this decision. * First set of channels & tactics: A rule of thumb that has worked for me when launching a campaign is to select the channel(s) that provide the widest audience reach. I've consistently observed that 'Audience reach' & 'Frequency of reach' have had a clear impact on overall campaign performance (qualified lead volume and pipeline). But the way I think about 'Reach' is that it is a necessary, not a sufficient condition. So what else matters? Curating the right 'offers', and the right 'format'. For example, Linkedin (the channel) offers a reasonable reach per month for most B2B SaaS players. What offer you choose to launch the campaign with is equally important? Should it be a global virtual summit headlined by Top influencers or a Playbook with interviews from well-regarded industry practitioners? Here two very different offers are served on the same channel. * Next set of channels & tactics: As you start thinking about the Demand capture phase of your campaign, you'll work with channels that reach fewer audiences. These channels include SEO, Paid Search, In-product journey, SDR engagement, etc. Most of these channels involve high-effort, and a high-volume of output, so prioritization is key. A way to allocate budgets toward these channels is by prioritizing them by reach, expected buyer engagement & intent.

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. 

This is a tricky one as the business can often communicate all of these features and products are equally important. In reality it often creates too many messages for your audience if you try to go after them all at the same time, not to mention it will quickly burn one to two people out! Consider spending time with product marketing to map out a focus over the next quarter or two. Really force the conversation around prioritization. Pick a product or two or combo of features and ladder them up to a theme or concept. Figure out the story you want to tell and execute on that whether that be through ebooks, whitepapers, webinars, etc. Then repeat for the next quarter. Your prospects and customers will benefit from a focused and directed journey. Ideally the product or feature you focus on in one quarter should lead to the focus for the next quarter so it feels cohesive. Last thing to note, creating an effective an efficient always on engine will significantly ease this burden. I recommend an 80/20 split. 80% of your efforts should be focused on driving always on (trial, ebooks, whitepapers, web, etc) and 20% should be focused on Point in Time (PIT) (webinars, trainings, hands on). As your portfolio of always on assets grows it will naturally cover more products.

The most effective way to scale a demand generation team after hire #1#1 is by partnering with freelancers and/or agencies. When you first join a company, understand its best and worst-performing channels. Then, compare that performance to your competitors. If your competitors are all benefiting from channels you are underperforming in, those are the areas to experiment in. First, I will run a pilot test in each one of those channels myself. Then, whichever channels show promise, I will look for external support to help scale them further. For example, if I am experimenting with paid search, I will create the first branded and non-branded campaigns just to see if there's any ROI. If the answer is yes, I will then transition into a strategic role and find an agency to help with the execution of it.