Ian Faison & Sarah McAuley 36 min

Customer Satisfaction That Drives Word-of-Mouth


Sarah McAuley shares her insights into how customer satisfaction drives word-of-mouth, improving customer loyalty with impactful engagement, and creating customer champions.



0:00

(upbeat music)

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- Welcome to "Demand Gen Visionaries."

0:07

I'm Ian Faze on CEO of Caspian Studios,

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and today we are joined by a special guest, Sarah.

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How are you?

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- I am wonderful.

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Thanks so much for having me.

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- Thanks so much for joining us today,

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excited to learn about paperless parts

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and all the cool stuff that y'all are doing

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and how you go to market.

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And of course, get some of those insights

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from your background and career.

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So let's get into it.

0:27

How did you first get started in demand?

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- Wow, I don't think it was called demand

0:31

when I first got started in demand.

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I joined a company a couple years out of college

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to run the communications and investor relations team.

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And they said, hey, we need someone to run marketing.

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What does marketing really mean in that context?

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Well, our sales team, we're kind of coming out of growth mode

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and into scale mode, and we needed more leads to work.

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So they said, Sarah, go figure it out.

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I didn't have a fancy title like demand gen back then.

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I think they just called it marketing.

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- Indeed, but who are we without fancy titles?

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And then flash forward to today,

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tell us a little bit about your role at paperless parts.

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- Sure, so paperless parts is a quoting

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and estimating platform for custom part manufacturers.

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These are the folks who are making everything

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from the casing that holds a medical device

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to one of our customers made a bracket

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that holds the flag on the moon.

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Special types of screws that hold night vision goggles

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onto military helmets that you can literally shoot a bullet at

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and they won't break.

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So it's the backbone of American manufacturing building,

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really anything that you can imagine

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and put into a 3D model or a PDF print.

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- And we're about to get real deep into that here

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in the second and the first segment.

1:46

The trust tree, this is where we go and feel honest

1:48

and trusted, you can share those deepest, darkest demand,

1:51

gen and marketing secrets.

1:53

So we know a little bit about paperless parts.

1:56

Who are your all's customers?

1:58

- Yeah, so paperless parts serves custom part manufacturers.

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These are guys who own job shops

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and our primary users of our software

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are the folks doing the quoting and estimating.

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So our typical persona has been in the business

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for 30 or 40 years.

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These are guys who can look at a part and say,

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hey, this is like a $35 part,

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but then they have to go and do a bunch of math

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and they're whipping out their Excel spreadsheets

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and their highlighters and doing a bunch of stuff manually.

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And what paperless parts wants to do is bring a layer

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of automation to that process,

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reduce some of the manual steps that they're taking

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so that they can get quotes out the door faster,

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more accurately, win more business and grow their business.

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From a career perspective, an entire left turn

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from where I spent the last five years,

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I spent the last five years of my career doing demand gen,

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targeting DevOps practitioners.

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People who hate talking to people,

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want to read everything online,

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who hate the notion of being marketed to.

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There's millions and millions of them

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and they work in every industry under the sun.

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Every company is a digital company now.

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So every company has DevOps team or a cloud architect

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or cloud ops team.

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So to make such a stark turn

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into the vertical SaaS industry really forced me

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to rethink what demand gen meant.

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Our personas here, I have a little secret,

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our highest performing channel for demand gen

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is direct mail, which is not something I ever thought

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I would say in my career again.

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But we have a direct mail, or I guess to be fancy,

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we'd call it an account based marketing program,

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but really it's a direct mail program.

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And these guys that we're marketing to

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are so appreciative of the thought that we've put into it

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that they literally just pick up the phone

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and call us to thank us.

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So it's definitely a different world.

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I love that.

3:50

That is a very different world.

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Excited to dig into that.

3:52

And so how do they buy, what does that buying committee

3:55

look like, how many sort of decision makers are there?

3:58

- Yeah, sure.

3:59

So the biggest challenge we have

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from a go-to-market perspective is fighting the status quo.

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As I mentioned, most of our customers have been doing this

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for decades and decades.

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They've been doing it.

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I joke that our biggest competition is Microsoft Excel

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and a yellow highlighter.

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It's not a scenario where folks are online

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necessarily Googling, best quoting

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and estimating platform for custom part job shops.

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If they were, they'd find us because we do do that too.

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But the digital component isn't necessarily front and center

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from our demand-gen strategy because we really have to

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educate the market that there is a different way to do that.

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That's different than how it's been done for the past 30 years.

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It's sort of set against a backdrop of some macro things

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that are happening in the industry,

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which is a lot of these job shops are starting to change hands.

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Most of these shops are generational businesses.

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And when someone decides time to retire,

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they typically take one of three paths.

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They pass the business along,

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usually to a family member, a younger family member.

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They might sell it to a P-firm or a larger shop

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that's looking to roll up a bunch of shops.

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Or they just say, you know what, I had a good run.

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I'm gonna cash out, I'm gonna sell the business,

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sell the equipment, sell the building and move to Florida.

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And either the first two cases,

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that's generally a pretty good entry point

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for paperless parts because they're turning the business

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over to a more digitally native kind of audience,

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an audience that's been used to buying things on Amazon, right?

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They're very comfortable with SaaS platforms to optimize,

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literally all aspects of their lives.

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So they start to look for,

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where can I drive this efficiency into this business

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that's operated pretty much the same for the past 10, 20, 30 years.

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- And then how is your marketing org structured

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to go after those folks?

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- Really exciting week to be asking me that question.

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I welcome two new team members.

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- I know.

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- One started today, the next one starting next week,

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but we had a little kick off dinner last night.

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So prior to me joining, we were a marketing team of two.

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We had a kind of generalist who was mile wide,

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inch deep on everything in a content marketer.

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I was brought in specifically after paperless closed RB round,

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which was led by OpenView,

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specifically to scale to go to market function.

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We were doubling the size of the sales organization.

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We needed to make sure that the marketing team

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was gonna grow and support that growth

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from a top of the funnel perspective.

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I've since hired someone to lead our field marketing organization

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and the all important marketing ops function,

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the one person in my life that I cannot live without.

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That's the person that started today.

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So today is a wonderful day for me at paperless parts.

6:34

- It is true.

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RevOps is the thing that makes the marketing world go round.

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You mentioned that the sales team grew a bunch.

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The marketing teams grown a little bit,

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especially after raising round.

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And obviously, in startup land, you have a time horizon of,

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hey, we need to do X in this amount of time

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and you need to be smart with your dollars,

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but you also need to spend them.

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How do you think about that process of going into that?

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- For perspective, I just joined paperless

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about three months ago.

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First order of business was just doing some blocking

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and tackling around program health

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and actually thinking about when you're a startup

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and a one man band, most of what you're doing

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is reactive, so this guy wants to go to a show

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or the CEO has an idea or you're launching a new website,

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but there's a shift that happens when you go from that mode

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into scale mode where you have to start thinking programmatically.

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So even just defining what those programs looked like

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and giving the team and the broader organizations

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some swim lanes into how we should think about

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what we're doing from a marketing perspective

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is really important because it empowered the team

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to be very clear, but we weren't gonna do

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and that allowed us to go and get the work done

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where we saw the highest level of opportunity.

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So really without knowing a whole lot about our business

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and customers yet, still in the on ramping period,

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there's just some technical web enhancement activity

7:59

that anybody with some experience could kind of audit

8:02

the website and put a program in place to get us

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from where we are today to a more aggressive traffic

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and conversion number, things like looking at what percentage

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of our web traffic was branded search

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and high buyer intent type search.

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So we did some optimization on that front.

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We hired an onboarded a PR agency.

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Again, we are fighting against the status quo.

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So getting just that top of the funnel awareness

8:26

around paperless parts and who we are

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and what we're all about was certainly first and foremost.

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And then because this industry is so highly personalized

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and coming out of COVID has been a breath of fresh air

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that we can now meet and convene in person.

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These aren't guys that are sitting at their desks

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in front of computers, 10 hours a day.

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Oftentimes they're walking the shop floor,

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they're meeting with customers,

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they're meeting with partners.

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So the opportunity to get back out into the field

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and bring some more in-person activity into the mix

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and put some concerted effort around that,

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really breathe some life into our demand-to-an activity.

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- Isn't that the tricky part?

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It's the last thing that they wanna do

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in the given day is deal with this.

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But you're like, but if you deal with this,

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now you don't have to deal with all that other stuff

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in the future, which is I know that you don't wanna do.

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- Yeah, and change is hard for anyone.

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It's one thing if you're trying to argue,

9:19

switch from someone else's platform to our platform,

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that you at least have a framework for understanding

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what a switch or a change in behavior would entail.

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But when you walk into these shops and you say,

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"You know this thing that you've been doing for 30 years,

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we don't think you should do it that way anymore."

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It's a bigger hill to climb.

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- So you mentioned a little bit of the demand piece to this.

9:39

I'm curious, you have this essentially non-existent demand

9:43

but very existent pain that all these folks are having, right?

9:47

How do you create demand?

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- Yeah, it sounds so cliche that I hate to even lead with it.

9:53

We're really going deep into understanding

9:55

your customer personas and the pain points.

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People are pretty skeptical when they first learn

10:00

about paperless parts.

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And you ask everyone to rate their quoting process

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on a scale of one to 10 and how's it going?

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And most people will give you like a six.

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Nobody's like, "Yeah, I'm really crushing it.

10:10

It's amazing."

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But it's also passable.

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But as soon as you introduce the concept

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of what we're doing and show them a little bit how it works,

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then that six becomes a two.

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They realize how bad their process actually has been

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and how much better it could be.

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So really it's just cracking that first moment of,

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man, this is something that's really gonna change my life.

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Like I can afford to go on vacation.

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That's a very literal thing with our customers.

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Like a lot of these shops only have one or two estimators

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or the owner themselves is doing all the estimations.

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They literally don't go on vacation

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because they can't risk not getting a quote turned around

10:46

in time.

10:47

We have this amazing thing here.

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It's one of the strongest parts of our culture is

10:51

we have a customer love Slack channel.

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And when our customers send us notes,

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we screenshot it and share it with the whole company.

10:57

Literally these emails come in all the time

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and it's really just amazing to see.

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- Any other notes on marketing org structure

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or demand strategy before we get into the playbook?

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- Yeah, I think just on the org structure side,

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like regardless of names and boxes and lines,

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I've managed teams of varying structures.

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I've had marketing ops report to marketing.

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I've had marketing ops report to a centralized bus ops function.

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I've had geographically aligned field marketing teams

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working with geographically aligned sales organizations.

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I don't think any of that really matters.

11:36

You're gonna evolve your organization a hundred times

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if you're there long enough.

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But what I think is critical from an alignment

11:44

and organization perspective and where I see a lot of conflict

11:47

come up is when people are playing with different sets of data.

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So regardless of boxes and lines,

11:55

getting alignment around what we're measuring,

11:58

what it means, what's the source data,

12:02

how are we maintaining the integrity of that data structure?

12:04

It's hard and it's boring and it's tedious.

12:09

But if you don't have that,

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it doesn't really matter how you organize

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'cause there's gonna be a ton of conflict.

12:15

- Yeah, I mean, similarly in the cliche realm,

12:18

it truly is like if you're speaking different language, right?

12:22

If you're not all on the same page,

12:23

if you don't agree with whatever,

12:24

there's no hope to ever figure the rest out.

12:27

- Well, and there's also an agreement that needs to have

12:29

a handshake between sales and customer success

12:33

and finance around what are the right metrics.

12:36

I remember kind of earlier in my career,

12:38

going back to that time,

12:40

I sort of had a solution looking for a problem.

12:42

I ran some of the best marketing campaigns of my career.

12:46

I had a cover story and Harvard Business Review

12:49

and I had an online maturity assessment tool

12:55

that people were filling out and capturing leads

12:58

and it was the cornerstone content

13:01

of our annual user conference.

13:04

It was multi-channel, it was compelling, it looked amazing,

13:08

it was awesome.

13:09

People are giving me high five left and right

13:11

for like how well executed it was.

13:13

And I threw up a scorecard and it was green, green, green,

13:16

green, around all the metrics that we set out

13:19

when we launched this.

13:20

The only problem was none of it was translating into sales.

13:23

We're getting going, but they never really got past

13:28

a certain stage in the sales pipeline.

13:30

It felt empty to celebrate the victory of a green marketing

13:33

scorecard if there's no sales that come out the other end.

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Or really having accountability through the funnel,

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like all the way to closed one deals

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and you can't declare victory until there's that alignment

13:46

from the moment a lead comes into your system

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to the day they become a customer.

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And ideally to the day they renew and expand as a customer.

13:53

- I definitely agree with everything that you just said,

13:55

but I am so curious like why, if it was that good of a campaign

13:59

and you felt strongly that it was good,

14:02

why didn't it translate to sales in that instance?

14:05

- It was for a clean tech company.

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In theory, everybody wants to care

14:09

and everybody wants to make smart and responsible decisions.

14:13

We had very credible experts saying,

14:16

not only should you care because it's the right thing,

14:18

but here's what you should care about

14:20

because it's gonna have a great bottom line impact

14:23

on your business.

14:25

But again, it goes back to understanding your customers.

14:28

These are people that have a list of my along of things

14:32

they must do, the things I would like to do,

14:36

rarely there's not enough hours in the day for a lot of folks.

14:40

So short of a regulatory requirement to start reporting

14:45

on some of these things or a price on carbon

14:49

or short of some macro driver that was going to change

14:51

what we were doing from like,

14:53

that's a nice responsible thing to do to,

14:56

if I don't do this, I'm going to get fired

14:58

and my company is going to lose a bunch of money

15:00

and we're gonna go out of business.

15:02

I think we just overestimated our customers' appetites.

15:05

It's something that they were intellectually curious about

15:08

that I think they knew was the right thing,

15:10

but was just never gonna bubble up to that level of,

15:13

I have to get this done, I have to get this done this quarter

15:15

and I have to get this done

15:16

instead of doing the other 10 things

15:18

that are also on my list to do.

15:19

- That's so fascinating.

15:20

From where you were as a stage,

15:22

it didn't seem like if it was a fit.

15:23

If your biggest thing was creating demand

15:26

from nice to have to need to have, it's like you failed there.

15:29

If your criteria, when you set it out was to say,

15:32

I want to go from off the slide to on the slide

15:35

in consideration, right?

15:36

It's like you would have crushed all those goals.

15:38

You'd be like, everybody knows who we are now.

15:41

We're like household name.

15:43

We made some of the people we're talking about

15:45

and they actually liked the tool

15:46

and like they know who we are now.

15:48

That's so crazy.

15:49

What an interesting case study.

15:52

Okay, let's get to our next segment, the playbook.

15:56

This is where you open up that playbook

15:57

and talk about the tactics that help you win.

16:00

- You play to win the game.

16:02

- Hello, you play to win the game.

16:10

You don't play it, it just play it.

16:13

- We already know one of your uncutable budget items

16:15

'cause you teased it earlier.

16:17

But what are your three channels or tactics

16:19

that are your uncutable budget items?

16:21

- So we already talked about our direct mail program

16:24

is uncutable, which is just hilarious to me.

16:27

And actually I was evaluating different direct mail platforms

16:32

because again, this isn't 1990s direct mail.

16:34

This is attached to campaigns and measuring ROI

16:37

and looking at claim rates and direct mail now

16:40

was very different than it was before.

16:42

But I was looking at different direct mail platforms

16:44

and I posted on LinkedIn, I said, "Hey, LinkedIn world,

16:46

"I'm in all my marketing buddies.

16:47

"I'm evaluating these couple direct mail platforms.

16:51

"Give me this kitty, good better ugly

16:52

"on all these different platforms."

16:53

And got a lot of really helpful responses.

16:56

But one person commented,

16:59

basically direct mail, so 1990s,

17:01

scrap it and focus on your content strategy

17:04

and thought leadership.

17:06

And I just sort of laughed when I saw that comment

17:10

because I think it's probably a pretty common trap

17:15

that marketers fall into is the notion

17:18

of like what worked at my last company is gonna work here

17:21

and if you're not starting with who your customers are

17:23

and where they're consuming information,

17:26

if you're starting with those assumptions

17:29

and not pressure testing them and validating them,

17:31

you might as well be guessing.

17:33

So that made me chuckle.

17:34

Our second channel that we ran an experiment around,

17:37

this is where data will tell you a story

17:39

but you're not necessarily sure

17:41

it's telling you the right story.

17:42

So we used to do a bit of print and digital advertising

17:47

with the industry trades, do like third party webinars

17:51

with them and go to their events and things like that.

17:53

And we weren't really seeing a ton of campaign ROI.

17:57

We weren't seeing the huge registration numbers

18:00

or click throughs or anything of that nature.

18:03

So we pulled back pretty considerably on the spend

18:06

that we were investing in those channels

18:08

and something interesting happened

18:11

are online demo requests numbers started plummeting.

18:15

So those programs weren't working the way we thought they were.

18:19

They weren't directly converting to,

18:22

from like I registered for this webinar

18:24

and now I'm interested in you and now please sell me something

18:27

but they were just seeing our name

18:29

and our value proposition and again,

18:32

the audience isn't sitting at their computers a ton,

18:34

isn't sitting and watching webinars

18:36

over their lunch breaks

18:37

but they were seeing the promotions for the different content

18:40

and they're like, oh, that looks interesting.

18:42

Let me jump online quick

18:43

and jump straight to the personalized demo.

18:46

So that's an area that we literally did cut in Q2

18:49

before I got here, but now we've added back in

18:51

and we're seeing those numbers start to climb.

18:53

So that would be net positive.

18:55

And then the third is the in-person events

18:57

and it's such an integral part of this industry

19:02

where face to face credibility really matters.

19:04

And that might change

19:06

as we see some of the generational shifts

19:07

and more comfort, self-educating through the buying process

19:12

online through technical content,

19:14

through a free trial experience or something like that.

19:17

But we just haven't seen that sort of tipping point yet.

19:20

- I was talking to our marketing team earlier today

19:22

and we were talking about the idea of the construct

19:25

of webinars and it's this idea of,

19:27

yeah, podcasting of videos,

19:28

you have webinars, all these different things

19:29

and it's so funny how in-person events

19:31

same sort of way where it's like,

19:33

I think so much of part of that experience

19:36

of whatever way that you learn mentally would be like,

19:39

okay, this is how I learn new information.

19:41

Like I go to a webinar once a week

19:44

and that's like my personal development,

19:45

or I go to this trade show once a year

19:48

and I learn everything that everyone's been doing

19:50

and then I take that back to the business

19:51

and I work on that in December or whatever,

19:54

implement it for the new year

19:55

and like I'm done learning for the rest of the year

19:57

or whatever that thing is,

20:00

or just how do you learn you're trying to find

20:02

what's like, where are their watering holes,

20:05

where are they spending time

20:06

and then what are they doing

20:07

when they're spending time there?

20:08

Why are they going to trade shows?

20:11

I just think it's so fascinating to hear that people

20:13

who are using trade shows in that way,

20:15

whereas we hear other marketers talking about

20:18

how they're cutting investment in trade shows

20:20

in big trade shows or certain types of trade shows.

20:22

So yeah, it's just fascinating.

20:24

- You know, my previous lives doing the big cloud shows,

20:28

the AWS re-invents that are so big and so noisy,

20:33

thousands and thousands of people

20:35

and you collect literally thousands of leads.

20:38

I think we did like 9,000 or 10,000 leads.

20:42

At the last re-invent, I went to,

20:44

and really only a handful of them

20:46

are qualified prospective customers.

20:49

For the manufacturing industry,

20:51

we just got back from IMTS,

20:53

which is comparable in size to re-invented

20:56

60 to 80,000 people depending on pre-COVID

20:59

or post-COVID kind of metrics.

21:01

Booth weren't even giving out swag.

21:03

There wasn't that same culture of why you go to this event.

21:07

Actually, I mean, a lot of these shops go to these events,

21:09

literally to buy physical equipment,

21:11

the multi-million dollar machines that are going to go land.

21:14

They literally purchased them,

21:16

one of our customers bought $9 million

21:17

worth of equipment on the show floor.

21:20

So that's, they're going with a,

21:22

I've got this objective, I need to get this stuff done.

21:25

Pivoting a little bit, trade shows and events in general,

21:29

they're a channel, right?

21:30

They're an avenue to get your message out.

21:33

I would say one of the things that's been critical

21:35

for paperless parts, and is critical for any kind of new

21:38

category or new paradigm type company,

21:42

is how do you operationalize your customer evangelists

21:46

in the most effective way possible?

21:48

As I mentioned, we have a customer love Slack channel.

21:52

Our customers genuinely love us

21:55

and love talking about us and love telling stories

21:58

about how we helped them transform their business.

22:02

I just think our customers are way better salespeople for us

22:05

than we are.

22:06

And they come to the table with so much credibility

22:08

and real world experience around what it's like

22:11

to change the way you've been operating.

22:13

So I look for different ways to incentivize that behavior.

22:16

And again, we don't actually really need to incentivize

22:20

our customers to talk about us,

22:21

generally speaking, they're super happy to.

22:24

Although we do have some customers who are like,

22:25

I'll totally be a reference for you,

22:27

but not for any other shops in my home state.

22:29

- Oh, it's just gonna say, yeah.

22:30

- I'm in Texas, I'll talk to any shop in California

22:33

you want me to, or vice versa.

22:35

But even that's sort of fewer and farther between.

22:38

They're pretty tight knit community,

22:40

and they're sort of thinking the tide that's gonna float

22:43

the American manufacturing industry

22:45

versus getting that little edge.

22:47

But so that's been a big focus of our team.

22:49

From a content perspective,

22:51

from a content distribution and channel perspective

22:54

to events, we were literally just talking today about,

22:57

do you think you could just incentivize a couple customers

22:59

to come and like stand and talk to people?

23:02

- Yeah, I mean, that is so weird

23:05

having that same conversation also earlier today.

23:08

Just like, how do you remove friction

23:11

to accelerate your word of mouth?

23:13

I'm working on a blog post to something to the effect of

23:16

Q4 is budget season, which means it's referral season, right?

23:19

- Yep.

23:20

- Everyone is asking their friends,

23:23

like what the heck did you do this year?

23:25

What software are you using for this?

23:26

What thing are you, you know, like,

23:27

it's like referral seasons here.

23:29

Like how do I get as many of my customers out there

23:32

as referral agents as possible and remove that barrier?

23:36

Because like the truth is, yeah,

23:37

if you create an awesome like little case study

23:39

I could put it on the website.

23:40

You know, you could go to castmeensudios.com,

23:42

you could check that out.

23:43

It's like, how do you do that stuff?

23:45

You know, the idea like the brand ambassador,

23:47

there needs to be like a new version of that.

23:49

If anyone has anyone who's listening

23:50

as a really good like brand ambassador program,

23:52

let me know, but that stuff is just so hard to figure out.

23:56

- I'll tell you the playbook we kind of lifted.

23:59

So are you familiar with the company called Service Titan?

24:01

- Yep. Mm-hmm.

24:02

- So Service Titan has a vertical-sattent company.

24:04

- A lot of podcasts.

24:06

- A lot of podcasts or vertical-sattent company

24:08

similar to paperless parts or toast or the companies

24:11

that are really trying to take a vertical-centric view

24:15

and become sort of the platform of record

24:17

for a given community.

24:18

And Service Titan has a very well-defined

24:22

and very specific customer referral program

24:24

where they actually incentivize their customers.

24:27

You know, if they refer a customer, they take a demo,

24:30

then the referring customer gets financial incentive

24:33

if that customer, or that prospect then signs,

24:36

they'll get another financial incentive

24:39

and they've run the numbers.

24:40

This approach lowers their customer acquisition costs.

24:42

It helps them grow faster and it cuts their sales cycle time.

24:46

So we've actually just implemented a very similar program

24:49

for paperless parts.

24:50

Little too early to tell if it's gonna be the linchpin

24:52

like it was for Service Titan.

24:54

And I have to give a shout out and a thank you

24:56

to Ross Biesman who was on our board

24:58

and works for Service Titan.

24:59

So really helped us sort of think through the finer points

25:02

and we're a little bit hesitant to go down this path

25:05

because our customers are almost always just willing

25:10

to talk about us anyway, right?

25:11

So it's like, so why would you pay them, right?

25:13

So if they're willing to talk about you,

25:15

why would you pay them?

25:17

And the answer we came back to was pretty simple,

25:21

which is number one, you should reward

25:24

and recognize your evangelists,

25:27

whether it's paid or an appreciation gift

25:30

or a thank you note or whatever.

25:32

Like the bare minimum is that you need to programatize

25:36

appreciating your customer ambassadors.

25:39

The second piece is everybody has day jobs.

25:43

And so it's like cool, they'll totally talk to you

25:47

or talk about you, but there's a difference

25:50

between saying, hey, like I just deployed this thing

25:54

and it's really cool when it comes up in conversation

25:57

and taking that proactive measure to let me introduce you

26:01

to my friends at Paperless Parts, they changed my life

26:04

and you should talk to them.

26:05

Like that's a different kind of motion.

26:09

And the third piece is that

26:12

like everything else in marketing,

26:13

you wanna be able to track and measure what's working

26:17

and what's not working.

26:18

And if you're just sort of like throwing it out to the wind

26:22

of, hey guys, talk us up, we really appreciate it,

26:26

do us solid, then you don't really understand

26:30

how well your brand champions are advocating for you

26:33

on your behalf.

26:34

And I think both with service Titan and Paperless,

26:38

a relatively small financial incentive,

26:40

like our customers, they spend millions of dollars

26:44

on raw materials, metal, machinery, labor,

26:49

their software budget, the money they have to spend

26:51

on software is like 1%, 2%, right?

26:56

So if we can give them away to offset some of that cost,

27:01

it just makes the resistance to adopting a new solution

27:08

that much lower and then the theory goes.

27:11

Once they've adopted it and they see how well it's working,

27:13

then they're gonna get the value

27:14

and they're gonna stick with it.

27:15

Like you can waste way more money chasing leads

27:20

that are outside of your ideal customer profile

27:23

through passive channels, like advertising or webinars

27:27

or you've got BDRs hitting the phones,

27:30

trying to get through, trying to get the qualification.

27:32

If you can shortcut that process

27:34

by throwing someone a couple hundred bucks, why not?

27:37

I mean, it's good for them.

27:39

It's good for the prospect that's coming into the fold

27:41

that's getting a solution that genuinely has value.

27:44

If you had a crappy product,

27:46

nobody's gonna be willing to do that.

27:48

I don't care how much you pay them

27:49

because the thing people care more about the money

27:52

is their reputation, right?

27:53

So they're not gonna be shilling a bad product on your behalf.

27:57

- I heard something really interesting

27:59

while back advice from, so shout out Matt Jafiro,

28:02

the CMO of Vapor.io who said this to me,

28:05

where he was like, Ian, at the end of the day,

28:08

anyone that I know personally,

28:11

if they're to send me an email completely cold,

28:14

that's just like, hey, we use this product.

28:18

I don't know if you're ever gonna look for anything like this,

28:20

but like if you do, you should check them out.

28:22

He's like, I will always look at it.

28:24

Like always.

28:25

If it's someone that I actually know and trust,

28:27

that's the thing about referrals is like,

28:30

even if you're not in consideration at that exact moment,

28:34

you now become in consideration.

28:36

- In consideration.

28:37

- You're like, I'm gonna look at it.

28:38

- Yeah, it's fascinating stuff.

28:39

We did a whole episode with Jason from metadata

28:42

talking about pay demos and how well those worked for them.

28:44

So I mean, I think that this is this sort of idea,

28:47

is like we need to figure out how to maximize

28:49

the marketing dollars that we're spending.

28:51

If that means literally paying people to demo our stuff,

28:54

we're paying other people to get people to demo our stuff.

28:57

It's all part of the calculation.

28:59

But I think those are the type of investments that like,

29:01

you're not gonna see massive outsized results

29:04

from that.

29:05

But like you said, you can really stack up wins.

29:07

And if that's what your targets are at that moment in time

29:10

is to like stack up wins,

29:12

then that's what you need to do.

29:15

- Yeah, for sure.

29:16

- Next segment here, the desktop,

29:19

where we talk about healthy tension,

29:20

but if that's with your border sales teams,

29:22

your competitor, anyone else,

29:23

have you ever had a memorable desktop, Sarah?

29:26

- Oh, too many to count.

29:28

One of my more memorable dustups was,

29:33

was a sign of immaturity on my part.

29:38

And that is when you are so tempted to hit reply all,

29:43

that is just the biggest mistake you can make,

29:48

especially if you're past kind of alignment with sales

29:53

and what matters and what's real versus what are kind

29:58

of the vanity metrics that you put on display

30:00

just to make everyone think you deserve your bonus.

30:04

So I had a situation where a particular sales leader

30:09

was not fond of Salesforce

30:12

and putting things in Salesforce,

30:15

which made it incredibly difficult to report

30:18

on the efficacy of the programs that we were running.

30:21

And someone on my team was gonna take the fall for it.

30:24

The region was under producing,

30:26

the data wasn't in Salesforce.

30:29

And there was a healthy debate to be had there.

30:33

But instead of having the healthy debate,

30:35

we immediately downshifted into the,

30:40

you're not doing your job and you're not doing your job.

30:42

And all trust was gone and any interest

30:46

of actually figuring out a solution was quickly replaced

30:50

with, "He's a four letter word and she's a pain in the,

30:54

you know what?"

30:54

And it really just was not my finest moment.

30:59

It didn't help that this person was in dramatically

31:02

different geography when time zones were not super conducive

31:06

to just jumping on the phone.

31:07

I had a boss pretty early in my career

31:09

who'd actually be very disappointed to hear the story

31:12

because he was a proctor and gamble trained marketer.

31:17

And so in addition to training the team

31:21

on our actual go-to-market and marketing strategies,

31:23

whatever, he led the mini proctor and gamble marketing MBA course

31:28

for our team of marketers.

31:30

And there were two trainings in particular that he read

31:33

that really stuck with me,

31:34

even though in this particular anecdote,

31:36

I ignored both of them.

31:37

One of them was yes, no, maybe training.

31:40

And it was all about learning when to say yes

31:42

and when to say no and when to say maybe

31:44

and how to have those productive conversations.

31:47

And one was actually a communications training.

31:49

And it was like, if you were agreeing with someone,

31:51

a short email is usually a pretty good way to communicate that.

31:55

If you are disagreeing with someone,

31:56

pick up the goddamn phone, have a conversation or better yet

32:00

if you can get face to face in an office.

32:03

And man, I just threw both of those lessons

32:06

right out the window.

32:07

And my boss at the time called me on it.

32:09

We said, I'm gonna be really straight with you.

32:12

You came across as incredibly immature

32:15

in this conversation and I don't think you did

32:17

yourself any favors.

32:19

And it was such kind of an eye opening kind of moment

32:23

in my career.

32:24

I was sort of in that pivot point between like middle manager

32:27

and senior manager.

32:28

It was a big swing and a mess

32:30

that definitely kind of stuck with me.

32:32

- Okay, let's get to our last segment here.

32:37

Quick hits.

32:37

It's a quick question to quick cancers.

32:39

Just like how quickly,

32:40

qualify at helps companies generate pipeline faster

32:43

to happen to your greatest asset,

32:45

your website to identify your most valuable visitors

32:48

and instantly start sales conversations.

32:50

Quick and easy.

32:51

Just like these questions.

32:53

Go to qualified.com to learn more.

32:55

We love qualified.

32:57

They're the best.

32:58

Been with us since the very beginning of time.

33:01

Go to qualified.com to learn more Sarah.

33:03

Quick hits, are you ready?

33:05

- I'm ready.

33:06

- What is a hidden talent or skill that's not on your resume?

33:09

- I joke that my hidden talent is that I speak many languages.

33:13

Someone asked me what my hidden talent was and I said,

33:15

oh, I actually speak many languages.

33:16

And they were like, oh, French, German, Spanish.

33:18

And I was like, no, I speak Tim.

33:20

I speak David.

33:21

I speak Fielder.

33:22

I speak Busy.

33:23

I speak Jenny.

33:24

And I think that the ability to engage

33:28

with a lot of different type of personalities

33:29

to mirror their communication style,

33:32

to proactively listen and kind of synthesize.

33:35

I became a little bit known as what this person means to say

33:39

is translator in my company when different personalities

33:43

had to get in a room.

33:44

And they were known for not having

33:47

great or effective communication styles.

33:49

They would often sort of throw me in the room

33:51

and say go translate for him and come out with an answer.

33:54

So that's my hidden talent.

33:56

- Great answer.

33:57

Do you have a favorite book, podcast, or TV show

33:59

that you've been checking on recently?

34:00

- My favorite podcast is The Moth.

34:05

I am devouring a lot of Kate Quinn historical fiction lately.

34:11

I recently started coming back into the office.

34:14

I now have an hour commute where it has afforded me

34:17

the opportunity to start reading again

34:19

because I have three little kids at home.

34:21

So the notion of reading for pleasure was a fictitious thing

34:25

I only dreamed of for a few years.

34:27

But now that I've got an hour on a train or a ferry to enjoy,

34:30

I've rediscovered my passion for historical fiction.

34:34

- What advice would you give to a first time CMOs

34:37

trying to figure out their demand strategy?

34:40

Go build your personal board of directors.

34:43

- Totally.

34:44

- It's a little bit different than go find your team of mentors

34:48

in that when you think about building out

34:50

a board of directors for a company,

34:52

you're not looking for like that silver bullet person

34:54

who like knows everything and does everything.

34:56

You're looking for that one person

34:58

who does something really great that your company needs

35:02

and your company needs to be great at.

35:05

And you build a team of like five or six

35:08

or however many kind of directors you have on your board.

35:11

And I think when you take that same approach

35:14

to building your personal board of directors,

35:16

especially as a first time CMO,

35:18

then you start to think about who's the best leader right now

35:22

and I want that person on my board of directors.

35:24

It doesn't even have to be a marketer.

35:25

It's just who's the best leader?

35:26

Who's the best data geek I know

35:29

and what are the tools that that person's using

35:31

and what are the questions that person asks

35:33

every time they see a slide of metrics?

35:36

Who can I tap for that?

35:37

So I think if you're deliberate about it

35:39

and you're really looking critically

35:41

at the people in your network

35:42

and what they're really great at,

35:44

then sort of piece together.

35:45

That can be a really powerful asset in your corner.

35:48

- I love it.

35:49

Sarah, this has been awesome chatting with you

35:51

for listeners, you can go to paperlessparts.com

35:53

to learn more, check out their marketing.

35:55

Any final thoughts, anything to plug?

35:56

- This has been awesome.

35:58

I guess one final thing to plug.

35:59

If anyone's looking for a job, I'm hiring,

36:01

even if you don't see it listed on the website,

36:04

this company is growing like fire

36:06

and I need great marketers to join the team.

36:08

Actually, we need great people across functions.

36:09

So check out our career site and come join the team

36:12

'cause we're building a pretty amazing company

36:14

that's a lot of fun to work at.

36:16

- Fantastic.

36:17

Thanks again for joining and we'll talk soon.

36:19

- Sounds great. Thank you so much.

36:21

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