Ian Faison & Andy Nester

Scaling Success: Breaking Down Organizational Silos


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[MUSIC]

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Welcome to Pipeline Visionaries.

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I'm Ian Faizan, CEO of Cast Mein Studios.

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And today I'm joined by a special guest and an old pal, Andy, how are you?

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>> I'm doing great.

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How are you?

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>> This has been truly years in the making.

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I can't believe we haven't done this sooner, but finally, finally, finally,

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we have the great Andy Nester on the podcast.

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So excited to chat with you about marketing, about demand, about all the cool

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stuff the L are doing at first up.

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But first, today's show is always brought to you by our friends at Qualified.

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Qualified is the number one conversational sales and marketing platform for

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companies, revenue teams that use Salesforce.

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Head over to Qualified.com to learn how you can start having a smarter,

0:48

faster conversation with your buyers right there on your website.

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Check out the pipeline cloud, Qualified.com.

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Andy, what was your first job marketing?

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>> It was a product marketing role.

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I'm dating myself now, but probably, it's almost 20 years ago,

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I was working at a risk management software that was a,

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like Citrix based, if you're familiar from that way back in the day.

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Implementation of software, we were just transforming it into a SaaS based

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solution.

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It wasn't even called SaaS at that point, but it was just kind of a cloud based

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offering of our platform that I kind of moved into that role that was,

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how do you package, position, and price this thing, which was product marketing

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And I kind of kicked off my journey into doing that for a couple of years there

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Going back to grad school to get deeper into it and then kind of launching

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after that.

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>> And now you're the CMO first up, an awesome company, obviously,

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we know each other first up is we help you all make an amazing

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podcast together.

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>> Yeah.

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>> But for those folks that don't know about first up,

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a super cool company in the HR space talking about employee communications.

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Honestly, one of the most important things as someone who's been a former life

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in HR,

2:08

how you communicate with your employees is like so important.

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What does it mean to be CMO of first up?

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>> It's a really cool experience for me because you always have to be connected

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to a mission of a company.

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And for me, I really connect with ours and it is, it's, it may sound lofty,

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but it's core to how we think about everything that we do.

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Our mission is to make work better for every worker.

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And we do that on the basis of communication.

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So we make an intelligent communication platform that's used to connect with

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an entire workforce, help leaders design and deliver really personalized

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communications.

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And then our biggest kind of claim to fame is then the insights we can generate

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coming off of those communications and then engaging it happens between

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the company and their workforce through those communications and

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be able to see that throughout the entire employee journey.

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>> And we're going to get deep into the marketing strategy here of how you

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acquire those customers, including 40% of the Fortune 100.

3:11

Annie, let's get to our first segment, the trust tree where you go and

3:14

feel honest and trusted and you share those deepest, darkest, pipeline secrets.

3:19

What does first up do and who are your customers?

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>> Well, I mean, essentially, we are a communication platform.

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We are the best in the market at being able to deliver information at the right

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time in the right place to each individual worker in an entire workforce

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than anything else in the market.

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And we talk about every worker, we meet every worker.

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Most companies when they think about communicating to the workforce,

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it's a lot of knowledge workers, desk workers, people who sit behind a laptop,

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like this.

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But in reality, 70% of the world's workforce doesn't have an email address.

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They don't sit behind a desk.

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So being able to communicate with them and understand how those

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employees are either engaged or disengaged is really, really difficult.

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If you don't have a platform that can automate this type of communication at

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scale and in a personalized way to capture all those insights that can exist,

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when you keep that connection with the workforce and use those insights to

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really identify where there is potential challenges with retention,

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where there are productivity issues, where there are opportunities for

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advancement for people where you should deliver more LND, for example.

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There's lots and lots of great things that come out of really understanding

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the workforce down to an individual level.

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And so our job is really to help organizations use that data most effectively

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and ensure that they are getting their workforce what they need.

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>> Yeah, it's so funny when we first met and you were telling me about sort of

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like the size of this, the problem that y'all are solving.

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I was just blown away at that staff, the 70% of workers don't have an email

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address.

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Because so in B2B marketing, we're selling everyone has an email address, right

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Like every single person that you communicate with, but in so many of those

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companies, companies with 20,000, 50,000, 100,000, 200,000 employees where

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the majority of them don't, it is a totally different ball game,

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a rare fight error, as one would say.

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>> [LAUGH]

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>> Yeah, so tell us more about these customers and

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what that buying committee look like and what those personas look like.

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>> Yeah, so I think you mentioned that we have over 40% of the Fortune 100

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customers, I think that's kind of a telling stat in a way that the problem

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that exists being able to reach and engage in entire workforce just gets so

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magnified when you're over 1,000 employees, particularly if you're 10,000 plus

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employees.

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So that's where companies like Amazon and Tesco and Ford and BBC and

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Helton, they use first up every day to connect with their employees.

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And so we really do focus on those larger organizations that have a real

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challenge with, you can think about diversity, diversity of the workforce,

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because they have people in multiple countries with multiple languages and

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multiple roles.

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It's just at a scale that you can't manage that manually.

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If you want to create a personalized experience for all of those workers,

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you have to use automation, you have to use AI, you have to use a platform

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that can enable leaders and communicators and

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HR professionals to be able to get to each one of those employees in a way

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that you can activate them toward the initiative that mattered to you.

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>> That's what that buying committee looks really varied as well,

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because I think when you're implementing a solution that touches every employee

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in the enterprise, a lot of people pay attention to what you're doing at that

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point, right?

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So it's not just HR, IT, or operations, the CEO is usually involved,

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because they're very bought into the idea of, if I'm going to do something

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that's engaging every employee, I want to make sure that we're doing the right

7:12

thing by that.

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And that we're not creating more noise for our employees,

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we're actually putting more signal through that noise and be able to engage

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them in ways that are much more effective than what they're doing today.

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>> Yeah, when we were sitting down all those years ago now at this point,

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and you're sort of talking about how HR is this massive stakeholder,

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communications is this massive stakeholder, but just internal comms,

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which is different than external comms, how those things play together,

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who is responsible for speaking to the employees in the company,

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that every single company is different.

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And then you layer on how does technology play into this?

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Is there someone at the company that's responsible for HR tech and those things

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It's a pretty complicated sale, and to your point, it's like,

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if this is something that is so important as talking to your employees,

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the CEO is often extremely involved in that, because they want to make sure

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that they're communicating effectively, and they have things to say.

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So it's really a fascinating problem.

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>> Yeah, and there's rarely one true owner of the platform,

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even within our customers today.

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I think there's a lot within HR that is,

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I think emerging today is around this operational mindset that kind of sits

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across all the silos of HR, because HR and large organizations,

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there are 20, 30, 50, hundreds of people that are in that department that all

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have very specific roles.

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They're not thinking about this holistically most often, so

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they're starting to become a role that's more operational focus that is looking

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across how to tie all these pieces together, and then using communications

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at vehicle to be able to deliver, I think, a lot of what the outcomes

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that these individual groups within HR are trying to do.

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So we are seeing some advancements there as far as that role becoming more

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clear, but still most often today, it's a role that exists, but not in name.

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It's just done by a role pool people in one time.

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Which is the quite the sweet spot when you're when you're creating a technology

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Anytime that someone will have a role who's who's overseeing the problem

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that you're solving years from now is where you want to be.

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What's your marketing strategy?

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So for us, I think we're still in a we sticking a step back.

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We lead the category that we essentially created five, six years ago,

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our workforce communications.

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So our job is to continue to push the bounds of what that category means

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and to educate the market, particularly our buyers on what they should expect

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from these solutions and how they should be thinking kind of two, three years

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out in their minds of the evolution of where this is going to go and not be

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anchored on where things are just today.

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Because most of most of these organizations are they're buying into a

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multi-year vision and they're buying a solution that they're going to have for

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three, four, five, six plus years.

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You know, they want to be confident that we're going to take them somewhere

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that isn't even kind of visible today.

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And so our marketing is really built around kind of setting that vision out

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there and then really showing them the pathway that we're going to get there

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and why that matters to them.

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So very, very still very content heavy, very reliant on the voice of our

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customers.

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We have amazing customer roster.

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So a lot of our marketing is based on telling the stories of those customers

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that's built around ROI.

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It's built around the problems that they have and how they're solving those

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problems in ways that are very relatable to, you know, like for like

10:54

industries or roles that exist within our customers.

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And then a pillar of that still comes down to how we build community out of

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that.

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Right.

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So we have all these great customers.

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We have these great customer stories.

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They want to share with each other.

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They want to learn from each other.

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We have an opportunity to be the facilitator of how they get together

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and learn from each other and really kind of grow

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the function overall and the impact it can have on these organizations.

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Because we've come from a place where communicators were the primary audience

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of how our platform is used.

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That's not a really often seen as a strategic role within these large

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organizations. A lot of times they get pushed off to the corner.

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They don't get a lot of budget.

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They don't get a lot of attention, even though they sit on this gold mine

11:45

data, essentially, because they're the ones overseeing the communication

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to the entire workforce.

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That's where we're seeing that evolve now into a broader center stakeholders

11:56

that are really interested in what this is because they're seeing what they can

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gather it as it pertains to the problems they're trying to solve within their

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departments.

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How do you structure your marketing team?

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I like to think that it's somewhat, I guess, traditional for a SaaS company,

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but maybe not.

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I think that it's an ever-changing thing.

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The two primary pillars of our team are

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kind of the brain around product, solution, competitive intelligence, content

12:26

strategy. That all kind of sits within one group that we have,

12:29

because that really is taking in market feedback.

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It is understanding what our customers are struggling with,

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where the opportunities are there, and be able to take that and then feed into

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what we do on demand and how we build our campaigns and how we go to market

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there, both from looking at what we do from an inbound perspective,

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but also what we do on creating demand in an outbound perspective.

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So very much an account-based strategy with our sales team,

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but that inbound outbound balance is really important for us.

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In the middle, we kind of have this view around

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essentially services.

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So brand and creative services that do web development, graphic design,

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video production, content writing.

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That's all kind of serving the rest of the team

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and how things get done.

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And then there's a community pillar that's in there as well.

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It's kind of the fourth R of it is around community.

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That's a relatively new area for us that we created about a year and a half ago

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to really set a clear kind of objective that we want to have

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the most influential and vibrant community in the market for our category.

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And to do that, we need to dedicate resources to that.

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Not just dollars, but people in mind share there.

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And so that's been a really exciting area for us that we're

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continuing to grow.

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And we're always seeing the huge dividends from that.

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I'm curious when you're thinking about community

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and you have a sort of a couple of different personas,

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how do you think about building a community?

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Because it's like, you know, if you if you're selling developers

14:04

and you build a developer community, like DevRel is like very calm, right?

14:07

But if you're selling to three different personas that all have these

14:11

inner inner locking rings, it can be more difficult.

14:13

We are dealing with that exact same problem, right?

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Because we we had originally built a community that was for communicators.

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But now as we see that we want to attract, engage

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within the HR department, within even with an IT, there is a

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an inherent conflict there, ultimately, because that the

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the strength of the community really is how focused is it and how

14:38

how personalizes that community away for the people that are in it.

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So the more you water it down with multiple roles and multiple functions,

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it starts to lose some of its value.

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And so for us, we've thought really hard about how do we connect those

14:51

pieces together under a kind of a common thread of where there's a

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shared purpose between those different types of roles.

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And so we're taking some first steps this year around being able to

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get our friends in the communication world to bring in their HR partners

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with them, to bring in their IT partners with them when they when they

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engage digitally and when they come to our in-person events,

15:17

because they are they do have a share of purpose.

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They're trying to improve the employee experience of their workforce.

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In each other's other departments play a huge role in doing that.

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And so we're not making this just about the problems of the communicator,

15:30

but just raising it up one more level to where there is a shared

15:33

purpose around how they are collectively kind of marching toward the same

15:38

objective.

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That's seeming that seeming to work.

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We'll find out as we kind of continue here and where we need to kind of branch

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off and have more specific things for more specific roles.

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But so far, we're able to keep this somewhat as a kind of a big tent.

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I love that.

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That's so cool.

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And I love the idea of bringing.

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Yeah, taking your your sort of like your your core group of of comms,

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folks and having them bring their partners along.

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It's a big ask, but it's a super important one.

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And like you said, they're more than just sort of like stakeholders, right?

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It's like it's someone who is has a real impetus to sort of like row together.

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If they want to get anything done, they have to work together across that kind

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of triad anyways.

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And so this is a natural outcome of that.

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So we're not forcing anything there really.

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I think the biggest air we find is that a lot of times we are initiating

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relationships that maybe don't exist very well within some of these

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organizations that need to exist.

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If they're going to be successful on this kind of larger objective.

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So I think that part we're pretty excited to see when those come to play.

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And then we see just how how the eyes light up of an IT professional, HR

16:52

professional,

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when they kind of come to understand just just what they how they could use

16:57

this type of solution

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and how impactful it is to their own KPIs that they're focused on.

17:03

Any other thoughts on sort of marketing strategy or how demand fits into that

17:09

or

17:10

infrastructure, anything else there?

17:12

Yeah, I think that we've gone through a bit of transition over the last

17:17

six plus months where we used to have a very we've always had a very strong

17:22

content strategy.

17:23

But I think that we were focused really heavily on

17:28

maybe the wrong things when it came to creating content,

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kind of a bigger, bigger funnel volume over over quality and kind of lost the

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thread on,

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you know, are we creating? Are we actually creating demand?

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Not. Are we drumming up interest for something that is maybe adjacent to what

17:50

we do,

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but looks good for SEO and looks good for the looks good for MQLs,

17:55

but not really translate into things that where people want to talk to

17:58

ourselves, folks.

17:59

Like we were generating almost almost by accident,

18:04

creating a longer sales cycle for our company because we were pulling people

18:09

into into a funnel

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that really shouldn't have been in the funnel yet.

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And then our sales team goes to talk to those people.

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They're so far out of a buying cycle and then they waste their time trying to

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pull them into an

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opportunity when they should be focused on people who haven't checked,

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people who have raised their hands.

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They say, I'm ready to go now because they've already done the work ahead of

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time,

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either through engaging our content, engaging with our community or other

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places too.

18:35

And so I think we lost the kind of the thread when it came to kind of splitting

18:40

that funnel in a way that

18:43

we got the people who were ready to be engaged to put them in the hands of

18:47

sales and the rest of

18:48

the people kind of get them out of the way, disqualify better and move them out

18:51

of the way in that direction.

18:52

So for us, that looks like things like, you know, for content syndication, for

18:58

example,

18:58

like things like that that generate a lot of volume of leads, but don't really

19:03

signify intent.

19:04

We've backed away from a lot of those things like that and we've moved more

19:08

toward

19:10

you're really doing activities that we know will be proxies for intent or we're

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doing things that

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maybe before we couldn't measure as cleanly. So that's podcast is a great

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example where it's

19:25

very difficult to measure the impact of a podcast unless you do things like

19:30

self-reporting attribution

19:31

or things of that nature where you can start to measure those things in more

19:34

clear ways.

19:35

Those are all very logical to think about. We just, we weren't doing those

19:38

things.

19:39

And I think that was a fundamental shift for us to think about how we invest

19:43

our dollars

19:44

and our time much more toward reaching our prospects in the flow of how they

19:51

consume information

19:52

like natively, you know, in LinkedIn, in Facebook, in places that are, are

19:58

there more like to engage

19:59

to learn about stuff rather than trying to pull them into our world before they

20:03

're ready ultimately.

20:05

I love that. And that's, that's the space where a community can build that

20:08

anyways, right?

20:09

If they know who you are and when they're ready to engage or they're seeing

20:14

sort of the,

20:15

the demand creating activities that you're talking about, then when they're

20:18

ready to,

20:19

to raise their hand and say, Hey, I'm actually ready to buy, then you get way

20:23

more value out of that.

20:24

That's like the point of community, right? Is in the, and the point of some of

20:28

that type of content

20:29

rather than like you said, trying to just like jam, you know, MQL's into the

20:34

system that people who

20:36

were like, not, not really there and not the right persona or whatever.

20:40

It also changes the role like downstream of the SDRs, you know, BDRs, SDRs,

20:45

whatever people call them, you know, instead of them trying to convert someone

20:50

into a meeting,

20:51

they're focused more on discovery because they know there's intent there. They

20:54

know the meeting's

20:55

going to come and now it's more about, all right, well, what can I find out

20:59

about the pain point

21:00

this person has and what's specific to their company that may be different than

21:04

what we typically

21:05

think about so that when we do have that meeting for the first time, it's super

21:08

tailored and it's

21:09

very much on point to solving the problem that customer or that prospect has

21:14

rather than trying

21:15

to just kind of bulldoze them with our talk track and hit them with a first

21:19

call deck type of thing

21:20

that just, you know, just speeds through to get through it and then we don't

21:24

end up with like a

21:25

proper conversation. That's such a great point. I'm glad that you brought this

21:28

up. This is,

21:29

this is a really important point of it's like, hey, you look at the data and

21:34

you're like,

21:35

we're pitching a bunch of people on, on, on our stuff. They're getting through

21:42

the slides,

21:43

they're doing that and we just don't see any follow up there. I wonder why that

21:46

is. And you're

21:47

totally right. It's like, if those initial calls are listening rather than

21:51

talking and you find

21:53

out all this information, then you find out, oh, a bunch of people that weren't

21:56

ready to buy,

21:57

who weren't ready to see the side deck yet, were getting the side decks then

22:00

like,

22:01

how much time are we wasting doing that? That's super, super fascinating. Yeah.

22:05

We used to have a model that was heavily reliant on, on outbound SDR demand

22:13

creation. And that just

22:15

by and large creates a lot of activity and it's from the measurement

22:19

perspective,

22:20

kind of looks good on paper once again. But we look at what drops down into new

22:24

business,

22:26

such a large drop off, such a low percentage gets down into late stage pipeline

22:31

or even closed.

22:32

Just doesn't work in the way that I think the way that stays buyers buy.

22:39

Yeah. And when you shift that content towards

22:42

the demand creation type thing, then, and not so much as sort of like,

22:53

buy now, buy right this second. It's probably a much, much different

22:59

conversation for sales.

23:00

Okay, let's get to our next segment, the playbook where you open up that

23:04

playbook and talk about

23:05

the tactics that help you win. What are your three channels or tactics that are

23:08

your uncuttable

23:10

budget items? Oh, I like that question. I don't think anything's uncuttable.

23:15

Ultimately,

23:16

it all depends on what's working and not working. But I think right now, our

23:21

most important tactics

23:24

are either channels, if you will. Ungated video content that can be consumed,

23:28

like I said,

23:29

natively by our kind of ICP. That part there is, we're seeing traction of that.

23:38

We're very

23:39

convinced that's the pathway forward. And I think we'll keep investing there

23:45

even over other things

23:46

because we see that that's getting to our audience in a way that we haven't

23:51

traditionally gotten to

23:52

them. The second thing there, it kind of feeds into that as far as further

23:56

upstream is capturing

23:58

and producing and distributing our customer stories. We've done a good job of

24:03

creating customer stories

24:05

historically. We've gotten much better in the last year about refining how

24:11

those stories were told,

24:12

where there's a clear before and after. There's a clear ROI that we're artic

24:17

ulating. We're helping

24:17

our customers articulate a story that is more powerful and less nice to have. I

24:23

think that

24:24

part for us and those get chopped up and put into video content that gets put

24:28

out into the market

24:30

on channels that we don't know. The third thing there is podcast. For us, I

24:38

think that is a great

24:40

way for us to be a little more genuine in the way we tell our story and a

24:49

little less structured in

24:51

how it happens. And also do it in a way that's more consumable for people to

24:57

listen to or watch

25:00

when they're able to. I think that versus reading a blog or a white paper or

25:06

some of their long-form

25:06

content and ebook and things like that, it just seems like if we put all of our

25:11

focus in those areas

25:12

as far as video content that's ungated, things like the podcast, customer

25:18

stories,

25:19

we can really, really build a good, not only awareness of who we are and what

25:26

we do in the market,

25:28

but we can really set the stage for people to find their way to us and raise

25:33

their hand that they

25:34

want to understand what we do. Dude, if I showed you the three things that are

25:40

on,

25:41

we had a marketing meeting yesterday, those are literally the three things that

25:44

are on our list.

25:45

It's like video podcasts, ungated video content, and customer stories. And it's

25:51

like,

25:51

it's so true because I think that for so long, we thought of customer

25:58

storytelling

26:00

and customer stories in like one way. And I think what this new way allows you

26:05

to do is you can be

26:07

really tailored to the before and after ROI type story and have those in a

26:13

place on your website

26:15

that the person they want to see these, they're going to see these, they want

26:19

to watch the one

26:20

that's exactly like them, and they want to see before after the very crisp,

26:25

very tailored,

26:26

very produced, you know, give me exactly what I need to know ROI type

26:31

conversation so that I can

26:33

go to my boss and go look at XYZ Corp because they got ROI from this and we

26:38

will too, right?

26:39

You need to have those, but you also need to have customer stories in the other

26:43

ways,

26:43

which is like where you talk about, you know, podcast, video podcast, things on

26:48

social,

26:49

your customer is talking about you in a way that's unfiltered and convers

26:54

ational and personalized

26:57

and less produced. And like those two things work in harmony crazy well. And

27:04

like that is totally,

27:06

it's the same way that I think about that stuff. That's great. I love it. What

27:11

is one thing that

27:12

you think is like maybe not working or fading away? So we touch us a little bit

27:16

around,

27:16

you know, things like content syndication, you know, just producing to feed

27:20

Google,

27:20

which is we're not in the game of that anymore and we're not going to play that

27:25

kind of be in that

27:27

that hamster wheel. By the other thing we're playing around with a lot now is

27:31

like the,

27:32

you know, the concept of events in trade shows, you know, for a little while

27:38

there,

27:38

they just disappeared. And so we don't have to think about them anymore. And

27:42

now as of the last

27:43

year, they're back. And I think that it's really interesting for us how we

27:48

decide where we should

27:50

be and where we shouldn't be. And then ultimately how to measure what is good

27:54

and not good from

27:56

these types of events. They certainly haven't gotten less expensive in the last

28:01

year. They've gotten

28:02

way more expensive. There's a, there's an odd vibe a lot of them now because

28:08

people aren't used to

28:10

being at them. So they're at them for the first time in many years. Even, even

28:15

internally, like

28:16

our people are, you know, our marketing team or salespeople, et cetera, at the

28:19

event. So just kind

28:20

of out of practice too, for what to do with these events. And so it all around

28:24

just feel kind of

28:25

lethargic and not done very well. But that's where I think for us, we're moving

28:33

away from things

28:34

where we kind of pay to be somewhere. And we'll focus in this year, back half

28:39

of this year and

28:40

into next year, focus much more on the events that we, that we produce and we

28:45

put on that are

28:46

more regional. They're smaller. Yes, they involve partners and customers as far

28:51

as storytelling. But

28:52

they're more kind of workshop based and done it away to create more engagement

28:59

and less about,

29:00

you know, a booth and less about kind of going through the motions that way. We

29:05

'll still be

29:05

certain places we have to be just based on kind of category leadership

29:10

perspective. But

29:11

you know, the days of us going back to having 70 events or 100 events in the

29:18

year, just those

29:20

are all for us. And do you think it just spread the team too thin plus the teen

29:26

y plus all that

29:26

stuff? Because that was part of the thing for me is like, it's the you lose the

29:30

travel days,

29:31

you lose the day while you're there, the teeny stuff is crazy. I don't know if

29:36

it's like

29:37

inflation or what like I'm not a economist. But I'm like, it seems like

29:41

everything is so expensive.

29:42

I love events. I think events are amazing. I think they're so awesome. But I

29:47

like just tend to

29:48

agree that it seems like people are just kind of picking and choosing a couple,

29:52

rather than just spreading their team. And then that teen, that's all they do,

29:56

right?

29:56

Is like all they're doing is on the road. And you're like, is this all actually

30:01

worth it?

30:02

Yeah, I think that's the time thing is so critical for me, I think, because

30:08

that's

30:08

because because we're all distributed now, everyone's coming from different

30:11

places.

30:12

And you get these kind of travel days on either side. It does become like the

30:19

opportunity cost of

30:20

that is we could have done X, Y, and Z instead of that. And when we have

30:24

reached more people,

30:26

would it been a better outcome? And I think that you can talk yourself into any

30:31

event. You can,

30:32

you can measure how you want to measure it. You can do it by, oh, we had this

30:35

many demo meetings

30:36

or this many discussions we had. But the data for us just shows that at least

30:42

from a sourcing

30:43

perspective, we're not sourcing business at events really. The data doesn't

30:48

prove that out.

30:49

Now, influence wise, maybe, but even that's pretty weak in the sense for, I

30:55

could argue that we could

30:56

influence those folks in far more efficient ways than maybe seeing them at an

31:03

event in person.

31:04

So I think that part for us is it's been hard to get our head around,

31:10

particularly if you're not

31:11

in the mode of just kind of acquiring leads. If that's not your goal anymore,

31:16

if your goal is to

31:17

acquire high intent kind of pipeline, well, trade shows become not a great way

31:23

to do that.

31:24

Yeah, they are truly a engaged to 95% that are not ready to buy.

31:31

Activities. And then the question is, well, is there a better way to engage

31:38

this 95% than by

31:41

chucking a bunch of people at this thing? And then with the big event

31:45

sponsorship, and you're like,

31:46

what are you getting for that? No, I mean, I think the smaller batch events

31:51

that you own and control

31:52

and can deepen relationships and then leveraging persona-driven content like

32:00

videos like you said

32:01

in customer stories and podcasts can sort of live for longer. And you can be

32:06

really tactical in the

32:07

way that you engage people there. I tend to feel the same way. But I think that

32:14

the people on the

32:15

road, the TNE that those costs are so high and the opportunity cost of using

32:22

the people that you

32:23

have to send there is so high that that's the thing that you're just like, I

32:27

mean, rather kind of just

32:28

have them sitting at home for eight hours and cranking away on the projects

32:33

that can have more value.

32:34

Yeah, totally.

32:36

And you know, it sounds sort of the small batch events and stuff that are any

32:39

best practices there.

32:40

Yeah, I think for us, we took a different approach this year and kudos to our

32:46

kind of community

32:46

layer, Chuck. We're going to do these kind of regional events different. We're

32:51

going to,

32:52

one, we're going to make them super specific. So we've done them by vertical.

32:56

So we've kind of

32:57

spotlights on certain verticals. We bring people in just around that particular

33:01

industry. That's

33:02

been very successful. And the second thing is doing things kind of non-digital,

33:09

like so no screens,

33:10

you know, the whole that whole kind of two, three, four hours, whatever it

33:15

might be depending on the

33:16

scenario. It is, you know, there's no PowerPoint, there's no laptops open,

33:21

stuff like that. It's

33:22

very hands-on, it's very conversational, and it's meant to get people kind of

33:26

outside of their typical

33:27

mindset because most of the people that we're talking to are working from home

33:31

or they're in an

33:32

office. So they're in front of their computer all day long for 12, 13, 14 hours

33:36

. So just breaking

33:37

out of that mindset and thinking differently has been super, super welcomed.

33:41

And so I think we'll

33:42

continue that process. It's just to do things differently than what they would

33:46

expect.

33:47

I love that. That is awesome. That's really, really cool. Do you do like some

33:51

snacks and drinks and

33:52

all that sort of stuff? Is it sort of how experiential is it? All the things

33:56

that are in play, as far as

33:59

giving people a comfortable experience. But more so, it's the, you know, have

34:04

topics that will create

34:05

maximum engagement and then get people up and moving, working in groups, you

34:12

know, whiteboarding

34:13

things, you know, walking through, you know, in an exercise that takes them

34:20

from, all right, I need

34:22

to build a best-in-class onboarding experience. How would we do that? Where did

34:27

we start? And

34:28

they walk through the steps of that and help people think through kind of

34:31

almost like a journey

34:31

mapping exercise of like, how am I going to do this very much the same way we

34:35

do with, you know,

34:36

mapping the customer experience type of thing. But they're trying to do it for

34:39

the employees.

34:40

And they never really have the time to sit and do that. And they can't do it

34:44

with their peers.

34:45

So having the opportunity to do that with their peers in a safe space and get

34:49

things that they

34:50

can just take in the turn and use directly back in their companies as soon as

34:54

they get back in

34:55

the organization, those have been super big draws for us.

34:58

Final thing on events that I wanted to mention, we've sort of heard rumblings

35:03

of

35:03

CMOs saying maybe they don't do their user conference and things like that.

35:09

Other people being on the total opposite of the spectrum, like never cut, no

35:13

way,

35:13

never. How do you think about your big user conference?

35:17

Yeah, I think on one hand, when those happen, they're matching, right?

35:24

Everything comes together,

35:25

it galvanizes the entire company. You get this huge momentum push that forces a

35:33

lot of things

35:33

to happen, right? You get that next level demo ready faster because you're just

35:38

going to be for

35:38

the big event. You get all your customers in one place. You get prospects to

35:42

engage with them in

35:43

a really crazy environment where they're just being fed all this awesome first

35:49

party information

35:50

around how awesome first up is. We love those things in that sense. On the flip

35:56

side,

35:57

there's a huge cost to that too. It takes almost the entire company in a lot of

36:01

ways to put on

36:02

that event. There's a lot of risk because we have to invest seven figures on an

36:11

event like that.

36:14

We don't charge people the true cost to that event because it feels unnatural

36:19

to charge

36:19

somewhat $3,000 to come to a two-day event in our space at least at this stage.

36:25

Maybe at some

36:26

point we'll get there. We're eating a lot of that cost. There is a positive ROI

36:30

there for sure,

36:31

but how much of an ROI? That's a good question. I think we're always looking at

36:38

is this the right way to do this? Do we instead of having one big bite at the

36:43

apple,

36:43

do we break this up into two or three one-day events? They're done in different

36:50

geos across the country and even across the world such that it's easier for

36:54

people to get to the

36:56

commitments lower on our customer and prospect side to make that commitment to

37:01

come and do

37:02

that sort of thing. We are looking at that in ways that allow us to create less

37:09

content there,

37:10

more with higher quality, and then repurpose it a couple of times over the

37:14

course of the year.

37:15

Rather than today, it is all leading up to one big explosion for this event

37:21

that it is a major,

37:22

major undertaking that taxes the whole company in a way to make it happen.

37:26

For listeners who don't know, firstup.io, an amazing website, I absolutely love

37:33

what you

37:33

all have done with it, didn't exist a couple years ago because you were a

37:40

merger of companies.

37:41

I kind of say it just looks amazing. The website is so awesome what you all

37:47

have done with it.

37:48

How do you view your website? Our website is kind of the front door to the

37:53

company.

37:54

I think about the website in particular as being, I've heard someone else say

37:59

this before,

37:59

that it's not my saying that I've stolen this in some sense. It's the second

38:05

most important

38:06

product of the company. For us, we have to be six, seven, eight months ahead of

38:14

where

38:15

our company is today with what we're reflecting on the site because, like I

38:20

said before,

38:20

our customers are betting on us for a long journey. We need to show them where

38:27

we're going

38:28

that we have a big vision and that we're mapping and tracking toward that

38:32

vision.

38:33

And there's logic of why we're going there. For the website, it's really key

38:38

for us to show

38:38

that vision out there. Also, for us, it is the primary way that we will capture

38:46

intent in the

38:47

market too. Our demo requests, our pricing requests, our contact us requests,

38:52

the people who come and

38:54

ask questions on Drift through the site. Those things become our primary

39:00

proxies for intent that we pass on the sales. So that has to be a really

39:04

efficient process.

39:05

It has to be optimized for the best experience possible for that prospect.

39:10

And at the same time, it's a great place to test. We have a long way to go to

39:19

be

39:19

good at this, but A/B testing on the site, looking at primary messages, not

39:25

just on the home page,

39:26

but in subsequent areas on the site where you get into solution-specific pages

39:31

or persona-specific

39:33

pages, really testing to see what's landing within the prospects. Because what

39:39

we would see

39:40

by doing testing in our platform with our customers could look different from

39:43

what we see from

39:44

prospects out there. As we're shifting how people think about the platform and

39:51

who the buyer is,

39:52

the economic buyer, is that starts to expand? We have to get smarter about how

39:57

people think about

39:58

how they talk about the problem that they're trying to solve and what will

40:02

resonate within the

40:03

most. And so that testing ground, it's the ultimate testing ground for us to

40:06

figure out

40:07

the best way to frame and position what we do and who we do it for.

40:12

Y'all did something really cool on the website if our list is if you go to

40:15

firstup.io.

40:16

So you have the first intelligent communication platform as the big H1, and

40:22

then right below the

40:24

fold, or just sneaking right above the fold, you have customer case studies and

40:30

you put on there,

40:31

watch video and the length of the video next to the logo. And I think that is

40:37

so clever. I've

40:38

never seen that. I think it's absolutely brilliant to just put it right there.

40:44

And so many people,

40:45

you put your customer logos there, but actually having the photo plus the logo

40:52

plus the big

40:54

lot save 10 million with just in time training, and then watch video with the

40:57

actual length is so

40:59

digestible. I love it. Yeah, yeah. Big shout out to our web team there and Ray.

41:04

I mean, she's gone

41:05

through a lot of thinking through the optimizations of how to get people to

41:09

actually watch those,

41:10

because it's so much the content that is still out there is it's chunky. It's

41:15

long. You want people

41:16

to be able to get in and get out fast and get the point across pretty easily.

41:20

So we do that on our

41:22

website instead of putting a demo, we put watch video case study. So there's

41:27

like a let's chat

41:29

button on cast me studios.com. And then there's a watch video case study. That

41:33

is the number one

41:34

thing clicked on our website is is that watch video case study. And it brings

41:39

you right to the

41:39

to a case study with one of our customers. We've tested other things there, but

41:43

like that works

41:44

absolutely the best. And it's so funny how we always push to like go demo first

41:49

demo first demo

41:50

first. And we have like a video, you know, neck, like on the main screen that

41:54

you can watch,

41:54

but people watch the customer case study more than they watch the demo video.

41:59

It's like,

42:00

that makes sense. This is marketing in 2023, right? Right. It's like actually

42:05

just show me it.

42:06

Show me who did it first. And then okay, and I'll go back and figure out what

42:10

the

42:11

thing even is. Isn't that funny? Right. That is. I mean, that's very, very g

42:16

ermane to like how we

42:17

how we do things to our consumer life as individuals now to like I think a lot

42:21

of ways. So

42:21

it's way too easy to learn about things without the company's involvement in

42:27

any way. That's

42:28

really why it's well, make it seem like that for them when they have to talk to

42:31

us.

42:32

Okay, let's get to the desktop. Are we talking about healthy tension?

42:35

Whether that's with your board or shell teams, your competitors or anyone else.

42:37

Have you had

42:37

a memorable desktop in your career, Andy? Many. I think there's there's healthy

42:43

conflict

42:44

within any startup, particularly when it comes to who you're going to target,

42:50

how you're going to

42:51

target. Are you convicted in what you have? Are you willing to change your

42:58

strategy or your tactic

43:01

because you're getting indicators of something else that happening there? So

43:05

yeah, many, many

43:07

conflicts across the way, but like I don't really engage in too many kind of

43:12

shouting matches

43:13

alter altercation type of stuff. So I sleep pretty calm and admittedly, I think

43:17

that often

43:18

rouse up the other party a bit by being that way. But my goal ultimately is to

43:24

understand

43:25

where the other person is coming from, what their motives are, and kind of work

43:29

from there.

43:29

And so I think that that's serving pretty well throughout the time.

43:33

Let's get to our final segment. Quick hits. These are quick questions and quick

43:39

answers,

43:39

just like how qualified.com helps companies generate pipeline quickly, tapping

43:45

your greatest

43:45

assay website to identify your most valuable visitors and instantly, and I mean

43:50

instantly,

43:50

start sales conversations right there on the website. Quick and easy, just like

43:55

these questions,

43:55

go to qualified.com to learn more. Andy, are you ready? I'm ready. Number one,

44:02

what's a hidden

44:02

talent or skill that's not on your resume? Oh, I think adaptability is really

44:09

key, especially

44:10

in the role of the CMO. The job is hard, market shifts fast, competitors pop up

44:15

over the place,

44:15

navigating that, getting them to thrive, getting the team to thrive in that

44:19

kind of environment

44:20

is a skill that you've got to be good at. And I think that's one of my

44:23

strengths, then

44:24

it's certainly also serving quite well over the years. Do you have a favorite

44:28

book podcast or TV

44:29

show that you'd recommend? All right. Not work related. I have to go with the

44:35

bear.

44:36

TV show, Hulu, check it out. 30 minute type of show series. It speaks to my

44:42

heart. I'm a

44:44

closet chef and watching that guy go through his journey is fantastic.

44:49

I love it. What's your best advice for a first time CMO trying to figure out

44:55

their

44:55

marketing strategy? I also didn't come up with this, but I have really held

45:00

this to be true.

45:01

I mean, your job is to, if you haven't created it, you have to own it, but you

45:07

have to really

45:08

own the story of the company. Get everybody else in the company behind that

45:12

story and be

45:13

comfortable telling that story. That's like the number one priority of it all.

45:17

Like,

45:17

yes, you need to imagine, yes, you need all these other things to work. You've

45:22

got to create

45:22

pipeline. You've got to create growth with the company. But if you don't own a

45:28

story that can

45:29

captivate an audience that can resonate with a buyer, a target audience in that

45:36

kind of way,

45:37

that everything else falls apart. You really have to be the embodiment of that

45:41

story and own that

45:42

in a way that nobody else does and be confident when that story is a change and

45:47

evolve over time.

45:49

You can't be stagnant. I think that's something that if you can't do that,

45:54

someone's going to do it for you and then you've lost control of the role.

45:58

I love it. Andy, it's been so awesome having you on the show. Again, it was a

46:03

long time coming.

46:03

For a listener, just go to firstup.io, go talk to your comms team, go talk to

46:08

your HR team,

46:09

your IT team. If you want to connect the employee experience ecosystem here,

46:15

you've got to go do it first up. Any final thoughts? Anything to plug?

46:19

No, I think that's great. Awesome. Thanks, Andy. Take care.

46:28

(upbeat music)