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.

The key to a successful marketing campaign is segmenting your target audience correctly and being customer-obsessed. But your job is not just to drive people to websites and have them fill out a form to become a lead; it’s to be responsible for the entire customer journey. In fact, 56% of high-performing marketers actively map the customer journey across their company. To successfully join this effort, you need to properly nurture customers. THE TOP-OF-MIND NURTURE B2C companies are experts at the top-of-mind nurture. My local wine shop sends me a weekly update of their tasting events and featured recipes on food and wine pairing. Nordstrom sends me daily reminders about exclusive sales “just for me.” These brands know it’s possible to stay in touch with a prospect who may be a good fit, but is not yet sales-ready. To create a top-of-mind nurture campaign, your small business should use educational and research-based content that establishes your company as a trusted advisor. You can include offers like webinars that explore trending topics in your industry, or content that shows how others are using your product. Don’t have the time or talent to make a webinar or demo? No worries — any free resource, whether an ebook, blog post, or how-to guide, can work. All you have to do is think of what free content your audience will find valuable. At Salesforce, we sometimes share thought-leadership content to help our audience become better at their jobs or in their industry. Once you feed your customers content that’s helpful and not salesy, create this drip nurture and sprinkle in secondary or tertiary call-to-actions (CTAs) like demos or trials to entice them to want more. Then, send an email every 7-9 days — an email every week is too frequent and every two weeks might not be enough. THE IN-TRIAL NURTURE, TRIGGERED BY PRODUCT ACTIONS Most B2B companies have a trial period so users can take a test drive before making their customers buy their actual “car.” For example, at Salesforce, we have a 14-day free trial for small businesses to use our CRM, Salesforce Essentials. Before our team creates content for an in-trial nurture, we did a ton of research. As a marketer, you want your product’s action triggers to connect to your marketing automation. This will help you send triggered emails based on users’ actions versus a time-based email journey. Here’s how we ensured we had a successful in-trial nurture campaign: 1. Consulted our data science team: * We learned that by performing an X action, the user will have an X% higher probability to buy * We learned our users are more likely to convert if they login more than once in their first two days of the trial 2. Collaborated with our support team: * We found what blockers prevent users from taking a specific action These learnings helped us adjust our email cadence, our content, and hone in on creating videos, how-to articles, and content to feed our in-trial nurture. If you don’t have a data science team or a customer support team, don’t fret! You can easily gather customer feedback by setting up focus groups with customers. Talk to your trialists. Talk to people who have never bought from you. Get on live chat. You get the point — talk to your customers! In addition to finding high “propensity to convert” actions, make sure you’re looking for features that create habit loops for your customers. Which features will make users want to login more frequently? How do you use emails or even in-app messaging to encourage those actions? Asking yourself these questions will help you craft a successful in-trial nurture triggered by product actions. THE UPSELL OR CROSS-SELL NURTURE Want to improve your customer’s lifetime value? Upsell and cross-sell nurtures can help. All you have to do is create a nurture campaign targeted to existing customers, then provide them with information and incentives to expand the list of products they currently use. With upsell and cross-sell nurtures, your goal should be to inspire and show (not tell!) customers how to reach maximum potential with your company’s products and services. The best part about this type of nurture? You’re already at an advantage because you’re talking to your biggest fans — not cold leads. Make sure you’re intentional with your content, send relevant information on specific products or services that would be beneficial to a specific segment of clients. Personalized recommendations within this nurture type are the key to success — use variable tags or dynamic content to ensure the right customers receive the right content. Also, make sure you explain the value of a new or existing unused product without being overly aggressive. Since your target list will include current customers, the timing for this program can be less aggressive — you can space emails out between 10-15 days.

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

Strategies usually get defined bi-annually or annually and most of us don't have complete influence and control on what gets defined. So allow me to stray a bit and take this opportunity to share some 'tactics' that have worked for me. 1. Do you use common vocabulary? You will be surprised how many salespeople in your organization don't understand the difference between an 'acquired contact' and a 'marketing qualified lead'. Many times, this could be attributed to a combination of a lack of commonly agreed definition and lazy communication from Demand gen 2. Are you measuring the same thing? Acknowledge that solving their problem is your problem. Your success and reputation depend on whether your programs are planned to help them achieve their goals. In the PLG world, it could be a commonly agreed definition of what is a PQL. In the ABM world, it could be the definition of 'Engaged accounts'. 3. You know their 'stated position' but do you have a pulse on their 'interest'? A stated position from sales is usually concrete and explicit. For example, it could be 'I want more leads'. But look for the underlying interests, which are usually unexpressed. For example, it could be 'I need better quality leads - leads that display engagement on the website or inside the product or both'. When you appeal to the 'real interests' of your sales teams and succeed at meeting them, you will build trust and emerge as stronger partners. 4. You need to be okay with not being able to resolve 'all' issues. There will always be a few 'open' questions and opinions about the other team that might never get resolved. For example, as a Demand gen marketer, you'd want a multi-touch attribution model to be instituted but sales might never refer to it. In fact, they could vouch for the clarity provided by a last or a first-touch attribution model. Another one - Sales might have feedback on why marketing needs to do more of a certain kind of content (because the competition does) and deep down, you know that it is a nice-to-have, not a must-have. 6. Divide and conquer. collaborate with your counterpart in Product marketing who can help ease off the pressure on you by helping sales win and keeping up the momentum. They make sure Sales are engaged and are enabled with a winning message, collaterals, and direction. 7. Cultivate a champion in the sales team. Do you have someone from Sales who helps validate your Campaign theme and messaging, and vet prospect emails so they don't read marketing(y)? This is the person who will stand up and speak on your behalf when things get tough for you (which they do occasionally). 8. Identify opportunities to build alignment. Invite champions from your sales team to build the buyer journey and the persona map along with you. Collaborate with them when you conceptualize the PQL logic for your PLG motion or define the segmentation strategy for your next campaign. 8. Build an Always-on feedback loop - given the nature of the roles, it is possible that the Sales-Demand generation relationship could get transactional very fast. Avoid this at any cost. As Demand gen marketers, the onus is on us to elevate the discussion (and our relationship) and ask higher-order questions from a place of curiosity (I know this is super difficult and I'm also learning). One way to do this is to find the right opportunity to pose strategic questions such as 'what is good for the business' and 'do we need to revisit our Ideal Customer Profile' as against 'You are not touching these leads fast enough'. Strive, as much as possible, to attain the right balance in every conversation.

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)."

Incorporating experimentation and A/B testing into growth marketing strategies is key for driving sustained growth. Without it, marketing results often plateau quickly. Here’s a 6-step process I’ve used in the past to structure a conversion rate optimization program around. Step 1 - Hypothesis Formation In this initial step, pinpoint crucial variables that influence user engagement and construct hypotheses regarding potential changes and their outcomes. * Identify Key Variables: Recognize the key variables (like webpage layout, email subject lines, ad creatives) that you think have a significant impact on user engagement or conversion. * Develop Hypotheses: Formulate hypotheses based on your observations, analytics data, or customer feedback, predicting how changes in these variables might affect the outcomes. Step 2 - Designing Experiments Here, the focus is on developing different variants based on the formed hypotheses, establishing a control group, and setting up appropriate analytics tools to track the performance metrics accurately. * Creating & Develop Variants: Create different variants of the webpage, email, or ad, incorporating the changes as per your hypotheses. * Control Group: Maintain a control group where no changes are made, to compare the results with the variants. * Define Key Metrics: Set up key metrics (like click-through rate, conversion rate, etc.) that will help you evaluate the performance of each variant. * Setting Up Analytics: Ensure that analytics tools are set up correctly to accurately track the performance metrics. Step 3 - Conducting Experiments During this phase, conduct the experiments by segregating the audience into different groups and launching all variants simultaneously to avoid time-based biases, ensuring a fair test. * Randomized Split Testing: Divide the audience randomly into different groups, each group being exposed to one variant. * Simultaneous Launch: Launch all the variants simultaneously to prevent any time-based biases from affecting the results. Step 4 - Data Collection and Analysis This step entails meticulous data collection and analysis to discern the most effective variant, followed by deriving insights to comprehend customer preferences and documenting the findings for future reference. * Collect Data: Gather data on how each variant performed based on the defined metrics. * Analyze Results: Analyze the data to find out which variant performed the best and if the differences are statistically significant. * Draw Insights: Draw insights from the experiment results, understanding customer preferences and behaviors. * Document Learnings: Document the learnings from each experiment to build a knowledge base for future reference. Step 5 - Implementation and Optimization At this point, your focus is implement any successful test, engage in continuous optimization based on the learnings, and accelerate growth by repeating the testing process with new hypotheses. * Implement Changes: Implement the changes based on the winning variant to optimize your marketing strategies. * Continuous Optimization: Use the learnings to continuously optimize and improve your marketing strategies. * Scale Successful Experiments: Scale up the successful experiments to a larger audience to maximize the benefits. * Iterative Process: Make experimentation an iterative process, continuously testing new hypotheses to foster growth. Step 6 - Knowledge Sharing Lastly, foster a data-driven culture within the organization by sharing the learnings with the team, encouraging collaboration, innovation, and developing a flexible marketing strategy adaptable based on the insights gathered from the experiments. * Share Learnings: Share the learnings with your team to foster a culture of data-driven decision-making. * Collaborative Approach: Encourage a collaborative approach where team members can propose new hypotheses for testing. * Fostering Innovation: Foster a culture of experimentation within the organization, encouraging innovation and agility. * Adaptability: Develop an adaptable marketing strategy that can pivot based on the insights from the experiments. By following this structured approach to experimentation and A/B testing, you can effectively incorporate them into your growth marketing strategies, driving improved results and fostering sustainable growth.

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?!

For me, the best demand generation candidates are growth-oriented, have customer empathy, and have a strong quantitative bent. For growth-oriented, this means that they likely have some combination of the following: * Natural curiosity - What's working/not working? Why? What can I do differently? * Self-awareness - What could I/we have done differently? * Drive - A desire to make their numbers, regardless of the circumstances For customer empathy, this means that they understand who the customer is, and what their circumstances are. Demand generation is much more impactful if one can meet the customer where they are, both physically, mentally, and psychologically. Out of the three, nailing this produces the most outsized returns. I left the strong quantitative bent as the lowest priority because it's generally something that most candidates have, so it's the least differentiating. However, there's an aspect of this that's important, which is not only a comfort in working with numbers, but being able to meld the numbers with an understanding of what's happening. The cherry on top is experience. It's always great if they have it, on top of the above. However, I've generally found that folks who possess the above three qualities will be able to quickly make up any experience gaps versus someone who doesn't possess the above.

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.