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Madison Leonard

AMA: Vanta Head of PLG Product Marketing, Madison Leonard on Customer Research


January 18, 2023 @ 9:00AM PT

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  1. How do you map and orchestrate a b2b buyer journey, from learning to buying?

    We're currently revisiting our content strategy here at Resultados Digitais, and some help on the subject would be very valuable. Our main challenges include: - Finding which types of of subject/content/format/channel work better, and in which stage of the journey; and - Understand how far should we go on segmenting and personalizing our strategy, and under which axis (demographics, persona, etc);

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    In order to understand your ideal distribution strategy, you have to know your ICP extremely well. Your company growth strategy will also play a role... product-led (PLG) with a freemium or trial product or sales-led (SLG) with sales locked demo.  If you're in a sales-led organization, all content should be TOFU or MOFU aimed at your buyer persona. Rarely will you have good performing BOFU. All CTAs are gearing towards talking with sales and getting a demo.  If you're in a product-led organizati ...Read More

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  2. What is the best way to segment your market?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    This all depends on the stage of your company and whether you're a PLG or SLG company. Product-Led Growth companies: You won't be able to truly segment effectively until your product is mature and you have product analytics set up. In the early stages, you should be able to identify who your early adopter target audience is through customer interviews. Then, based on the roadmap, you should have some hypotheses about the various use cases your product will be good for and the personas that would ...Read More

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  3. How do you create competitive intel that is really beneficial to sales (i.e. they actually read and use it)?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    3 words - length, ROI, searchability.  Length: Sales reps and customers alike want things to be short and to the point. I like to keep it to a punchy header with 2-3 supporting bullet points if possible.  ROI: The benefit to the customer should be clear in the header. For example, "[Customer] saved an average of 10 hours per week and $250,000/yr by switching from [competitor] to [your company]".    Searchability: Sales will forget 90% of the things you present in enablement. Not to mention, new ...Read More

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  4. How do you keep competitive, personas, and market research info up-to-date and moving from product marketing to sales materials?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Talk with at least 1 customer a week and you'll never be surprised by any changes! I like to follow Gartner and Forrester for changes in the market, as well as keeping a pulse on new PLG companies who are bootstrapping (don't underestimate those folks).  The truth is, most companies do these items once a year at best. If you're able to spend time every 6 months, I think you'll be ahead of the curve.  It's a lot of work up front to create, but shouldn't be much to update. I like to check them any ...Read More

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  5. What are common mistakes that you see product marketing teams make when starting a VoC program in their company?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Not getting enough feedback from stakeholders on missing value.  VoC programs are amazing when implemented well, but if they are created in a silo or without solving a problem then it will not get the internal traction it deserves.  For example - are you marketing, sales, or product teams HUNGRY for more customer input? Where? Why? Dig into what pain it would solve if they had more insight.  Then, deliver that value first when building out your VoC program.  If your stakeholders say something li ...Read More

    362 Views
    2 requests
  6. How do you convince your company that it's worth the time to invest in researching and making buyer personas?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    This really depends on the leadership team and company culture. Some organizations have a culture of "execute and iterate" first, whereas others will like to be more throughout from the beginning. This culture is unlikely to change with the viewpoints of one person, so I recommend choosing the company you work for very wisely!  However, there are ways you can set yourself up for success in any company: Start talking with customers BEFORE you need to. Chat with 1-2 a week. Enough to get a pulse, ...Read More

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  7. How have you historically sourced people to interview while developing personas?

    Especially if you don't have any customers that fit the bill my current plan is to assemble a list of possible titles and have my virtual assistant company prospect for and find contact details for them then probably send out a survey to validate if they're the right people to talk to and reach out individually to the ones that fit the bill.

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    This all depends on your company stage and customer size.  In the early stages (less than 50 customers), I would honestly try to talk with all of them. Offer free coffee, a heavy discount, or whatever you have to. This will help you understand your early adopter target audience - once you have this, you can double down on marketing channels and an early distribution strategy. But keep in mind, your more mature product will have more segments, so this is only good until about 500-1,000 customers ...Read More

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  8. Any tips for recruiting good enterprise decision maker interviewees for persona interviews? Where do you hunt? Do you compensate them?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Compensation will depend based on the size of the organization and their role. For example, a Director of Product at a 25 person company will be a lot easier to get a hold of and compensate than a Director of Product at Meta. There are some agencies you can use, but I recommend doing LinkedIn prospecting if you can. 

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  9. How do you see qualitative research differently from UX research, if at all, when it comes to product marketing?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Yes I see them as completely different! UX research is more around the product usage. You're likely guiding the user through a prototype, MVP, or new feature and watching how they figure stuff out on their own. All your findings are around product usage and adoption. 

    However, with customer research for product marketing your end goal is usually centered around building personas, crafting GTM strategy, and sharing the voice of the customer with product and sales teams!  

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  10. Are you always aiming for a single persona? Or are there situations where two or more make more sense?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Most companies will have multiple personas. There are two distinctions here - user personas and buyer personas.  If you're selling mostly to SMBs, you may only have 1-2 buyer personas (usually CEO or COO) during your sales cycle. The more you move into mid market and enterprise, the more people will be involved in the buying process and therefore you'll need to know how to sell to each persona. For product-led growth companies with a freemium or trial product, you'll also have user personas. For ...Read More

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  11. What ways do you use your Voice of Customer insights / data internally?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    The best use of VoC is usually with informing the product roadmap with PLG companies. I find that customer advocacy programs are better for more Enterprise-level roadmapping and selling. 

    Great example: 

    I once launched a new feature and had a hypothesis of who my target audience was. Upon talking with customers, I found that I was wrong! The ICP was completely different! Quickly, I pivoted my GTM strategy and launch strategy to be more targeted, which ultimately did really well in the end!  

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  12. What can you learn from decision makers before they've become customers?

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Buyer research comes in two forms - existing customers and prospects.  Tap into your existing customers to learn what really sticked during the sales cycle and what their 'aha' moment was in the product. The key is to find the PAIN they were in before this product.  Then, do some networking on LinkedIn. I usually will offer free coffee or some kind of incentive and ask for feedback on messaging for a product. These folks really have nothing to lose, so they'll be upfront with any hesitations the ...Read More

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  13. How do you set up a customer advisory board?

    What are the pains and best practices to set up a customer advisory board? Are there good examples to look at? Our goal with the customer advisory board is to help us retain customers.

    Madison Leonard
    Madison Leonard

    Marketing & GTM Consultant | Formerly ClickUp, Vanta, DreamWorks Animation • 3y

    Customer advisory boards are best when you keep the customers under 10 people and ask them to stay on for 1-2 years. Strategically hand-pick your advisors from the markets you want to break into or dominate. For example, if you want to go more into Enterprise, you shouldn't have 9/10 people from SMB companies on your board.  While advisory boards can certainly help with retention, I'd argue they are better suited for roadmap planning and keeping them happy customers. For product retention, I'd p ...Read More

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