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Erika Barbosa

AMA: Observable Head of Growth Marketing, Erika Barbosa on Demand Generation Strategy


August 15, 2023 @ 10:00AM PT

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  1. If you feel that the most effective fundamental channels vary from strategy to strategy, then how would you differentiate between channel options to choose the best tactics for a particular play?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    I recommend viewing this question from the perspective of a demand generation toolbox. From strategy to strategy and based on the goal at hand, you will use a variety of tools. This is the nature of demand generation. If you factor in seasonality, product offerings, and just pure human nature, the channels and tactics will need to be tested. This does not mean that some tactics and channels aren't consistent. You will have trusted channels that are more mature and better measured. This essential ...Read More

    7,239 Views
    1 request
  2. What are your top performing email strategies you’ve used historically?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    I'm going to take a slightly different angle on this question compared to some of the more proven approaches, such as onboarding flows and nurture sequences. In my experience, the more you can personalize the message, the better. For example, you can ask profiling or qualification questions during onboarding and tailor the email messages based on the user's inputs to make them more relevant. The top email strategies are the ones that are most useful, and personalization allows you to elevate you ...Read More

    536 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    I'm going to take a slightly different angle on this question compared to some of the more proven approaches, such as onboarding flows and nurture sequences. In my experience, the more you can personalize the message, the better. For example, you can ask profiling or qualification questions during onboarding and tailor the email messages based on the user's inputs to make them more relevant. The top email strategies are the ones that are most useful, and personalization allows you to elevate you ...Read More

    631 Views
    1 request
  3. When should a company focus on an SEM strategy?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    SEM is helpful at a variety of stages. I wouldn’t say there is a specific moment when a company should focus on an SEM strategy though. It depends on your goals. Here are some questions to consider for when you should launch SEM: How much coverage do you have from an SEO perspective? SEM is helpful while you are building your organic strategy. How healthy is the company from a budget perspective? SEM oftentimes is a profitable tactic, but I wouldn’t say it is absolutely necessary. What’s your co ...Read More

    599 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    SEM is helpful at a variety of stages. I wouldn’t say there is a specific moment when a company should focus on an SEM strategy though. It depends on your goals. Here are some questions to consider for when you should launch SEM: How much coverage do you have from an SEO perspective? SEM is helpful while you are building your organic strategy. How healthy is the company from a budget perspective? SEM oftentimes is a profitable tactic, but I wouldn’t say it is absolutely necessary. What’s your co ...Read More

    868 Views
    1 request
  4. What are some typical indicators that website optimization should be a priority in your digital marketing strategy?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    I am of the perspective that website optimization should be incorporated as a priority (at least to some capacity) with all digital marketing strategies. I believe having a testing mindset is critical for growth. I do not recommend thinking about it as it relates to indicators for whether or not you should. Furthermore, I recommend including a CRO program as part of your digital marketing strategy. Be mindful of what you test and how you gauge success, but the practice is critical for maximizing ...Read More

    3,066 Views
    1 request
  5. What internal and external stakeholders do you involve in your strategy development?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    For strategy development, I recommend thinking about this similar to a RACI model (responsible, accountable, consulted, and informed). You’ll need to include internal and external stakeholders who are involved to some capacity or need to be informed. You’ll want to be able to answer questions such as: Who needs to sign off on the strategy? Who needs to collaborate on the strategy? Who needs to be informed? I like to operate from the perspective of over communicating. Transparency is key. Focus o ...Read More

    711 Views
    1 request
  6. Are there specific channels you would consider fundamental to a successful Demand Generation strategy?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    The one channel I would say is fundamental is SEO. Aside from SEO, there are too many variables to classify a channel as fundamental (e.g., business objectives, budgets, etc.). From my experience, it's imperative to have a testing mindset for demand generation. If you view demand gen from that lens, you too would agree that it is more impactful to test channels based on your goals and the problems you are solving for your customers. This will then illustrate what channels are more impactful for ...Read More

    2,790 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    Specifically focusing on “foundational” channels, I would recommend three: SEO, email, and CRO. Depending on the business, there may be adjustments to this, but the channels I outlined below are applicable across the board. Search engine optimization (SEO). Your SEO strategy is for playing the long game. You may be able to gain some quick wins depending on where your website is from an organic perspective, but it’s an investment in future wins. Produce content that adds value and is written for ...Read More

    707 Views
    1 request
  7. How do you present the success of the email strategies to the stakeholders?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    Email marketing continues to be a staple in marketing programs. It is critical to best understand how to present success to your stakeholders in meaningful ways. To present success, I recommend addressing the following: Define what success looks like. What metrics will you report on to best showcase success? Some standard metrics include click-through rates, unsubscribe rates and revenue. Establish reporting and dashboards. You can think of reporting as the infrastructure that is needed to repor ...Read More

    485 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    You present the success of the email strategies you are managing by focusing on metrics that matter. Tie your efforts back to revenue when you can. Open rates are interesting, but this metric does not truly speak to the success of your email strategy. With the progression of privacy and lack of cookie tracking, we have to rethink how we gauge success for email. I recommend thinking about addressing these types of questions for your stakeholders: What messaging is resonating with our audience? Wh ...Read More

    2,731 Views
    1 request
  8. What has worked well for you defining the segmentation strategy for various digital channels?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    In order for your segmentation strategy to work, it’s important to have product-market fit (PMF) and a solid understanding of your (ICP) ideal customer profile. This will help guide you in segmentation. Start with the question, “where does this segment of my customers hang out”? Depending on the “jobs to be done” and/or persona, you can then determine what is the best fit from a channel perspective. This could result in different channels for different cohorts of potential customers depending on ...Read More

    885 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    In order for your segmentation strategy to work, it’s important to have product-market fit (PMF) and a solid understanding of your (ICP) ideal customer profile. This will help guide you in segmentation. Start with the question, “where does this segment of my customers hang out”? Depending on the “jobs to be done” and/or persona, you can then determine what is the best fit from a channel perspective. This could result in different channels for different cohorts of potential customers depending on ...Read More

    771 Views
    1 request
  9. What recommendations do you make in order to assure the continued success of your strategies?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    Great question! It’s helpful to approach your demand generation strategies from the perspective that it is constantly evolving. Approach it from a growth mindset. This is not a “set it and forget it” scenario. Here are a few recommendations to get started: Speak with customers. First and foremost, speak with customers when you can. Learn from customers. Listen to sales calls. Whatever you need to do to hear it directly from customers because that’s how you’ll truly understand what value means to ...Read More

    678 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    Great question! It’s helpful to approach your demand generation strategies from the perspective that it is constantly evolving. Approach it from a growth mindset. This is not a “set it and forget it” scenario. Here are a few recommendations to get started: Speak with customers. First and foremost, speak with customers when you can. Learn from customers. Listen to sales calls. Whatever you need to do to hear it directly from customers because that’s how you’ll truly understand what value means to ...Read More

    795 Views
    1 request
  10. What are the variables that you take into consideration when making these judgments (audience, product, pipeline goals, etc.) and how does each variable impact the finalized strategy?

    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 3y

    I will always start with the goal or objective of the strategy. What are we trying to accomplish and what do we need to support this goal? Resources. Do you have enough team members to support the strategy? Do you have a budget earmarked for the project? Audience. How can you segment your audience? What problems are you helping them solve? Competitive landscape. While your competitors should not direct your strategy, I do think it’s important to be informed. Are they getting in front of your cus ...Read More

    739 Views
    Erika Barbosa
    Erika Barbosa

    Counterpart Marketing Lead | Formerly Issuu, OpenText, Webroot • 2y

    I will always start with the goal or objective of the strategy. What are we trying to accomplish and what do we need to support this goal? Resources. Do you have enough team members to support the strategy? Do you have a budget earmarked for the project? Audience. How can you segment your audience? What problems are you helping them solve? Competitive landscape. While your competitors should not direct your strategy, I do think it’s important to be informed. Are they getting in front of your cus ...Read More

    729 Views
    1 request