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.

Have a beginner's mind. What worked in the past might not work in your new position (or it may? But you have to test it first before implementing something full blown). The challenges you have faced leading other teams are not going to be the same set of challenges you will face in your new role. I will think about my conversion path and buyer's journey before I even think about what go-to-market channels I need to build or optimize. Step 1: I would start off by listening to all the functional leads in your new company (sales, product, support, ops). I will then sit down with the data science team or someone from ops to help you draw out the exact conversion, purchasing and upsell funnel for your prospects and customers. Step 2: Identify from a marketing perspective when the key events happen (ie. web conversion, sales opp win/loss, what causes someone to convert, when upsells happen, what causes attrition...you get the point). Then figure out where the bottlenecks are that are preventing your users from taking the action you want them to take. Step 3: Once you have a good grasp on your bottlenecks and conversion point then you can start thinking about (in priority order) how these channels can be used to drive conversions and sales: 1) website/SEO, 2) email/marketing automation, 3) paid digital strategy, 4) sales alignment/training, 5) content buildout 6) webinars/events. 

One of the great things about Demand Gen is that there isn't a set path into it. For example, I started my career in sales and account management before transitioning over to marketing. While somewhat atypical, I've found having a sales background to be beneficial as I've grown my career in DG because it gave me a first hand look into what the sales and marketing relationship looks like from the other perspective, and a deep empathy for being quota carrying. I've worked with incredible DG marketers who have come to DG from different fields (both from other functions in marketing and fields outside of marketing) and landed on Demand Gen. My recommendation would be to think about how your skills in another field can transfer over to a Demand Gen role. Chances are they are transferable and will provide you with a differentiated view point because of them. Use that to your advantage!

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? 

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".

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.

My favorite question to ask is "What is a program/campaign you are proud of and why?" I feel passionate about some of my past campaigns and I want to work with people who are also excited to do what we do. I also get to see if they value. Is it creativity? Is it growth hacking? Also they get share the value of the campaign through numbers and creative story telling. Also a fun perk is maybe walking away with some inspiration for future campaigns! 

The one lesson I learned the hard way as a Demand Gen leader was that I was not as knowledgeable about my target audiences as I thought I was. I kept seeing different people respond differently to various assets and did not understand why. I learned that it was important to thoroughly understand the audience before building or when optimizing the campaign. It can't just be work from a 3rd party paper (e.g. - Forrester), it has to be true on the ground insights (from Sales or a Research team). This was so important to me because I sometimes did not see the results I had hoped to see. Moving forward, I kept in constant contact with Sales to understand what they were hearing from prospects/customers.