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.

My favorite question to ask during an interview is “If you could spend an extra $100k on demand generation in your current role, what would you spend it on and why?” I really like this question because it helps me understand a variety of things about how the candidate thinks. Dependent on the response, I can learn which type of marketing campaigns they tend to prefer to work with and how they budget and plan. The answer I look for is typically something with a multi-channel approach. Throughout my career I have learned to trust the saying “don’t put all your eggs in one basket.” That has been even more true after the last 2 years of the pandemic. The entire way we do Demand Generation or Field Marketing shifted with the removal of in person events combined with the rising cost of digital marketing. Now as we are shifting back to in person, we face the battle of inflation overall. Multi-channel gives you a lot of at-bats and allows you to shift funding around as needed.

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.

A demand gen strategy should be a mix of campaigns tied to funnel stages. Content must be created to align with each of these stages 1. Brand Awareness 2. Top of Funnel campaigns 3. Middle of Funnel campaigns 4. Bottom of Funnel campaigns Also see the answer to How do awareness stages influence your demand generation strategies?

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.

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? 

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.

Understand what's currently working when you come in, and accelerate it. If you're in an established business, they must be doing something right to be generating demand and revenue right now. Understanding what that is will help you from a prioritization and early impact standpoint. Over time, understanding why helps you identify other areas of impact that you can spin up that match where prospects are and the internal GTM flywheel.

I start making a list of what I want in my next role during my current role. I don't wait until anything is bad or tough, I just start compiling the list when inspiration hits me. (ex. Own a pipeline number, or report straight into the CMO). For the role itself I look for some of the items I write on my list, opportunity for career growth, and managers that I can learn from. In terms of the company itself I look for product-market fit, opportunity for company growth, understanding their sales stats, and a product that I feel excited about/passionate about. Most importantly I also look for a team that I like, because let's be real—we spend so much time with our coworkers, I need to like them!

Lead scoring is an integral part of my demand gen strategy to help gauge intent and engagement. It should be used along with other programs, like 3rd party intent data, contact and account enrichment, and 1st party data from sales teams to determine when a lead is highly engaged and likely ready to speak to a salesperson about a solution or product. The first step in setting up a lead scoring system is to determine the activities, actions, and demographics/firmographics that make up the scoring and the points associated with those activities. It is imperative that determining the activities, actions, and demographics/firmographics is a collaborative effort between marketing and sales, including any BDR teams, if they exist, and ideally should be based on historical data that indicates what successful activities/actions lead to opportunity creation. Once these have been established you should then determine a threshold to indicate sales readiness and an operational handover point where the lead is handed over to sales.