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What are the key processes you'd set up when expanding the demand generation team from 1 to multiple people?

Steve Armenti
Google Account-Based Advisor to B2B SaaS | Formerly Google, DigitalOceanOctober 22

First, define roles and responsibilities of the team. Outline roles, create detailed job descriptions, and ensure alignment between resources. Create a clear vision, set measurable goals, and establish a process to be able to track performance over time. Implement training and development curriculum to allow for career growth. Define individual KPIs, track individual performance through personal OKRs, and implement a performance evaluation process that measure performance against team goals. Establish a culture that has a healthy respect for the growth mindset and allows for testing and iteration.

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Laura Lewis
Addigy Director | Head of Marketing | Formerly Qualia, ProgressOctober 9

Key processes you should implement when expanding a marketing team mostly align around good project management:

  1. Creating a marketing calendar. You want to ensure that you don't overlap communications. Creating a calendar to track email communications, content releasing, webinar schedules, etc, becomes critical. The calendar should note which channel the communication is on, as well as which segment of people will receive it.

  2. Campaign creation templates. When launching a campaign, you're going to want to have everyone think about the pieces required and where they fit into it. A guide with relevant steps, due dates, and owners will help to keep everyone on track with deliverables. The template should also highlight goals of the campaign and targeted segments.

  3. Copy review. If you have content support, it's a good idea to always have externally-facing copy reviewed by this team before being sent out. You don't want to accidentally spell something wrong, or use a word that doesn't resonate well with the audience.

  4. Backend process guides. Syncing leads to Salesforce, ensuring data is uploaded into the correct fields, how to set up a webinar and get the attendees' data afterwards... these are all things that you'll want to create a process around, and ideally templates or step-by-step guides for new hires to follow.

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