Podcasts about HubSpot

We recapped MPL Live Austin with attendees Cindy Lopez (Senior Director, People & Culture, Pattern Bioscience) and Marlene Arroyo (Founder, Peoplecraft).----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode278Sponsor Links:

Join Favour Obasi-ike, MBA, MS for a masterclass on email marketing strategies that actually drive revenue. In this session, Favour breaks down the power of segmented email campaigns, explains the metrics that matter, and shares how to build a website-first content strategy that turns subscribers into customers. Learn how to leverage free tools, automate your email sequences, and create long-term relationships with your audience through strategic, data-driven email marketing ROI.Whether you're just starting with email marketing or looking to optimize your existing campaigns, this episode delivers actionable insights you can implement immediately to boost engagement and generate sustainable revenue.What You'll Learn✓ How to use segmented emails to increase revenue and engagement✓ The difference between click-through rate and click rate (and why it matters)✓ Why your website is the foundation of successful email marketing✓ Google's E-E-A-T framework for creating helpful content✓ How to repurpose one piece of content across multiple channels✓ Which free tools every email marketer should be using✓ The "website-first" content strategy that saves time and builds SEO✓ How to create automated email sequences that work 24/7Top 7 Email Marketing Best Practices1. Use Segmented Emails StrategicallyCreate segments based on subscriber behavior and preferences. Use polls and interactive elements to gather data, then tag links to track which subscribers are interested in which offerings.2. Build a Helpful, Responsive WebsiteYour website should be fast-loading, mobile-friendly, and provide genuine value. Focus on Google's E-E-A-T framework: Experience, Expertise, Authority, and Trust.3. Create Content on Your Website FirstPublish content on your website before sharing on social media. This builds your owned digital assets, improves SEO, and gives you more control over distribution.4. Leverage Email Metrics for Continuous ImprovementTrack who opens, clicks, and takes action. Identify your most engaged subscribers and create VIP segments for them. Use this data to refine your messaging over time.5. Implement Scheduled and Automated Email SequencesSet up automated sequences that trigger based on subscriber actions. Create welcome series, nurture campaigns, and re-engagement flows that work around the clock.6. Repurpose Content Across Multiple FormatsTake one long-form piece and break it into blog posts, social media updates, podcast episodes, videos, and email newsletters. Maximize your content creation efforts.7. Focus on Long-term Relationship BuildingNot everyone opens emails the day you send them. Be consistent with your schedule, provide ongoing value, and build trust over time rather than chasing quick sales.Key Metrics to TrackDeliverability Rate - Percentage of emails reaching subscriber inboxesOpen Rate - Percentage of delivered emails that get openedClick Rate - Percentage of delivered emails with link clicksClick-Through Rate (CTR) - Percentage of opened emails with link clicksConversion Rate - Percentage completing your desired actionPodcast Episode Timestamps[00:00] Episode introduction: Email marketing best practices that earn revenue[00:40] Why segmented emails are the #1 revenue driver[03:06] How to create segments triggered by scheduled emails[03:37] Example: Segmenting by in-person vs. virtual event preferences[06:00] Using polls to understand what your audience really wants[07:00] Revenue starts at the beginning: building systems for MRR[08:00] Click-through rate vs. click rate explained[09:00] Identifying and segmenting your most engaged subscribers[10:00] Tracking email opens and clicks consistently[10:30] Creating VIP segments for highly engaged subscribers[14:00] Re-engaging inactive subscribers through targeted campaigns[15:00] Email deliverability and its impact on revenue[17:00] Understanding spam filters and how to avoid them[18:00] Email authentication: SPF, DKIM, and DMARC[20:00] Real case study: Client ranking page one for competitive keywords[21:42] Technical SEO: indexing, blogs, location pages, schema markup[23:00] Email marketing as direct response marketing[24:00] Why not everyone opens emails immediately (and that's okay)[25:00] Best Practice #1: Have a helpful, responsive website[25:32] Google's E-E-A-T framework: Experience, Expertise, Authority, Trust[26:22] You have less than 10 seconds to make an impression[27:00] The "website-first" content strategy[27:22] Free analytics tools: Google Search Console, GA4, Bing, Microsoft Clarity[28:00] Repurposing one article into multiple content formats[30:00] Maximizing content value through strategic repurposing[32:00] Creating content pillars and topic clusters[33:00] Planning content calendars aligned with email campaigns[35:00] Balancing evergreen content with timely topics[37:00] Creating lead magnets that attract quality subscribers[39:00] A/B testing email subject lines and content[40:00] Overview of popular email marketing platforms[41:00] Mailchimp: features, pricing, and best use cases[42:00] Constant Contact for small businesses and nonprofits[43:00] Brevo (formerly Sendinblue): affordable with SMS capabilities[44:00] HubSpot: comprehensive CRM and marketing automation[45:00] Choosing the right platform for your business needs[46:00] Free tier options and when to upgrade[50:00] Advanced segmentation for e-commerce businesses[51:00] Using behavioral triggers to increase conversions[52:00] Email in omnichannel marketing strategies[53:00] Measuring ROI from email campaigns[54:00] Common email marketing mistakes to avoid[57:00] Recap of key best practices[59:00] Closing remarks and next session announcement[59:29] Tomorrow's topic: Search Engine Marketing & SEO Best Practices (11 AM Central)Tools & Resources MentionedEmail Marketing Platforms: Flodesk >> Sign up and Get 50% OffAnalytics Tools: Google Search Console, Google Analytics (GA4), Bing Webmaster Tools, Microsoft Clarity, Fathom Analytics, Matomo AnalyticsOther Tools: Eventbrite, PinterestSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this special segment of The Full Ratchet, the following Investors are featured: Paul Madera of Meritech Capital Medha Agarwal of Defy Jeff Bussgang of Flybridge Capital We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Jason Cohen is a four-time founder (including two unicorns, one being WP Engine) and an investor in over 60 startups, and has been sharing his lessons on company building at A Smart Bear for nearly 20 years. In this episode, Jason shares his methodical five-step framework for diagnosing stalled growth—a problem that faces almost every team.We discuss:1. Jason's five-step framework: logo retention, pricing, NRR, marketing channels, target market2. A small tweak that'll double response rates on your cancellation surveys3. Why “it's too expensive” is almost never the real reason customers cancel4. The “elephant curve” of growth5. How repositioning the same product can increase revenue 8x6. When to reconsider if growth is even the right goal for your business—Brought to you by:10Web—Vibe coding platform as an APIStrella—The AI-powered customer research platformBrex—The banking solution for startups—Episode transcript: https://www.lennysnewsletter.com/p/why-your-product-stopped-growing—Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0—Where to find Jason Cohen:• Preorder Jason's book: https://preorder.hiddenmultipliers.com/• X: https://x.com/asmartbear• LinkedIn: https://www.linkedin.com/in/jasoncohen• Blog: https://longform.asmartbear.com• Website: https://wpengine.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Cohen(05:19) Jason's writing journey(08:25) Questions to ask when your product stops growing(18:17) Getting real customer feedback(20:27) Analyzing cancellation reasons(26:54) Onboarding and activation(29:35) Quick summary(35:46) Revisiting pricing strategies(41:46) Positioning strategies(47:52) Why pricing is inseparable from your strategy(52:06) The importance of net revenue retention (NRR)(01:00:25) Asking whether or not this is good for the customer(01:04:34) Leveraging existing customers(01:06:42) Are your acquisition channels saturated? The “elephant curve”(1:09:41) Why all marketing channels eventually decline(01:12:04) Direct vs. indirect marketing channels(1:13:36) Getting creative with new channels(01:19:04) Do you actually need to grow?(01:25:57) Deciding when to quit(01:29:27) Book announcement(01:33:21) AI corner(01:34:35) Contrarian corner(01:37:43) Lightning round and final thoughts—Referenced:• Tyler Cowen's website: https://tylercowen.com• How to Perform a Customer Churn Analysis (and Why You Should): https://www.groovehq.com/blog/learn-from-customer-churn• Linear: https://linear.app• Jira: https://www.atlassian.com/software/jira• Patrick Campbell's post on X about pricing: https://x.com/Patticus/status/1702313260547006942• The art and science of pricing | Madhavan Ramanujam (Monetizing Innovation, Simon-Kucher): https://www.lennysnewsletter.com/p/the-art-and-science-of-pricing-madhavan• Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam: https://www.lennysnewsletter.com/p/pricing-and-scaling-your-ai-product-madhavan-ramanujam• Pricing your SaaS product: https://www.lennysnewsletter.com/p/saas-pricing-strategy• M&A, competition, pricing, and investing | Julia Schottenstein (dbt Labs): https://www.lennysnewsletter.com/p/m-and-a-competition-pricing-and-investing• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Buffer: https://buffer.com• AG1: https://drinkag1.com• How to find hidden growth opportunities in your product | Albert Cheng (Duolingo, Grammarly, Chess.com): https://www.lennysnewsletter.com/p/how-to-find-hidden-growth-opportunities-albert-cheng• How Duolingo reignited user growth: https://www.lennysnewsletter.com/p/how-duolingo-reignited-user-growth• The Elephant in the room: The myth of exponential hypergrowth: https://longform.asmartbear.com/exponential-growth• HubSpot: https://www.hubspot.com• Zigging vs. zagging: How HubSpot built a $30B company | Dharmesh Shah (co-founder/CTO): https://www.lennysnewsletter.com/p/lessons-from-30-years-of-building• Adjacency Matrix: How to expand after PMF: https://longform.asmartbear.com/adjacency/• Ecosystem is the next big growth channel: https://www.lennysnewsletter.com/p/ecosystem-is-the-next-big-growth• ChatGPT apps are about to be the next big distribution channel: Here's how to build one: https://www.lennysnewsletter.com/p/chatgpt-apps-are-about-to-be-the• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths• Breaking the rules of growth: Why Shopify bans KPIs, optimizes for churn, prioritizes intuition, and builds toward a 100-year vision | Archie Abrams (VP Product, Head of Growth at Shopify): https://www.lennysnewsletter.com/p/shopifys-growth-archie-abrams• Geoffrey Moore on finding your beachhead, crossing the chasm, and dominating a market: https://www.lennysnewsletter.com/p/geoffrey-moore-on-finding-your-beachhead• ER on Prime Video: https://www.amazon.com/ER-Season-1/dp/B0FWK5WJQ4• The Pitt on Prime Video: https://www.amazon.com/The-Pitt-Season-1/dp/B0DNRR8QWD• Wispr Flow: https://wisprflow.ai• Anker: https://www.anker.com—Recommended books:• Will: https://www.amazon.com/Will-Smith/dp/1984877925• Monetizing Innovation: How Smart Companies Design the Product Around the Price: https://www.amazon.com/Monetizing-Innovation-Companies-Design-Product/dp/1119240867• Hidden Multipliers: Small Things That Accelerate Growth: https://preorder.hiddenmultipliers.com• On Writing Well: The Essential Guide to Mastering Nonfiction Writing and Effective Communication: https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548• Crossing the Chasm, 3rd Edition: The Updated Version of the Insightful Guide on Bringing Cutting-Edge Products to the Mainstream: https://www.amazon.com/Crossing-Chasm-3rd-Disruptive-Mainstream/dp/0062292986—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

What should you be posting on LinkedIn, and what should you avoid? In this episode, I share three LinkedIn posts sellers can use right away. Posting the right content on LinkedIn can help you book more appointments and grow your pipeline.Why You Should Be Posting on LinkedInIf you are not posting on LinkedIn, you are missing a real opportunity to stand out. Only a small percentage of users create content, which means authentic posts are far more likely to get noticed. Instead of worrying about being judged or feeling like you need to be an expert, I want you to see LinkedIn as a place to engage your niche market and start real conversations.Three Types of LinkedIn Posts That WorkMistakes and Lessons Learned: One of the easiest ways to create content is by sharing mistakes and lessons from your own experience. Talking about what went wrong and what you learned makes your posts relatable and builds trust. When you are honest and a little vulnerable, people are more likely to engage and respond.Personal Insights: You do not have to talk about sales all the time. Sharing personal insights like hobbies, challenges, or goals helps people connect with you as a person. Whether it is working on your golf game or focusing on better health, these posts humanize you and often lead to stronger conversations with prospects.Industry Trends and Data: Posting about industry trends or data gives your audience something valuable to think about. Share insights you are seeing in the field or information from reports you trust. When you consistently bring useful information to your network, you position yourself as a resource and stay top of mind with potential buyers."Thanks to the COVID era, people want to know you on a personal level. They want to see your personality online." - Donald KellyResourcesSign up for free and download the Sales Evangelist Tracker to monitor your sales KPIs, measure performance, and stay accountable to your daily activity.Join the LinkedIn Prospecting Course to improve how you use LinkedIn and book more consistent, high-quality sales appointments.Visit Blue Mango Studios for help in creating podcast production content. Sponsorship OffersThis episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals and turn prospects into pipelines. Try it for yourself at hubspot.com/sales.This episode is brought to you in part by LinkedIn.Are you tired of prospective clients not responding to your emails? Sign up for a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.This episode is brought to you in part by the TSE Sales Foundation.Improve your connection on LinkedIn and land three or five appointments with our LinkedIn prospecting course. Go to the salesevangelist.com/linkedin.CreditsAs one of our podcast listeners, we value...

This week on This Old Marketing, Joe and Robert unpack a trio of headlines that perfectly capture the optimism and overconfidence of the AI era. First, Apple and Google announce a multi-year partnership on AI. Two of the most powerful companies on the planet, joining forces to shape the future of intelligence. What could possibly go wrong? Then OpenAI confirms that advertising is coming to ChatGPT later this year. The honeymoon phase of AI is officially over, and the business model phase has arrived. Joe and Robert explore what ads inside conversational interfaces really mean for brands, creators, and trust. Finally, Salesforce steps up to answer MrBeast's call for the "most amazing Super Bowl ad ever" for Super Bowl 2026. When enterprise software meets YouTube spectacle, expectations get set very high. And history suggests that rarely ends quietly. Marketing Winners: Dos Equis, for proving that great brand storytelling and humor still cut through, even in an AI-flooded content world. Breeze Airways, for smart positioning and customer-centric marketing in an industry that desperately needs both. Rants and Raves: The continued rise of AI-generated music hitting the charts, raising uncomfortable questions about creativity, authorship, and what "human" even means in popular culture. A rave for Viktor Frankl's Man's Search for Meaning, and why its lessons about purpose, suffering, and responsibility feel more relevant now than ever in a world optimized for convenience and automation. As always, the episode ends where This Old Marketing lives best, at the intersection of technology, media, and the timeless human need for meaning, trust, and something real to hold onto. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork  

In "Vanity Metrics Don't Move Freight: Building Real Pipeline in Freight-Tech", Joe Lynch and Jim Waters, Fractional CMO and Founder of FreightTech (marketing), discuss how marketing must shift from a tactical cost center to a strategic operating system that drives real revenue. About Jim Waters Jim Waters is a Boston-based B2B marketing executive with a proven track record of building robust sales pipelines. His passion lies in driving meaningful conversations, understanding customer pain points, and creating compelling content that generates active pipeline velocity. A results-driven innovator, Jim was an early employee at both FRAYT and Tive, where he spearheaded Global Marketing. Jim's entrepreneurial spirit led him to build successful marketing teams at Coveo, (CVO.TO), FAST (MSFT) and StreamServe (NASDAQ: OTEX). He earned an MBA from Northeastern University and is now Founder of FreighTech Advisors fractional CMO and advisor services to companies in the Logistics Technology industry. About FreighTech FreighTech is a company that delivers fractional CMO consulting, content development, marketing and advisory services specifically to logistics technology businesses. The company was founded in 2023 by Jim Waters, a logistics and supply chain marketing veteran. Key Takeaways: Vanity Metrics Don't Move Freight: Building Real Pipeline in Freight-Tech In "Vanity Metrics Don't Move Freight: Building Real Pipeline in Freight-Tech", Joe Lynch and Jim Waters, Fractional CMO and Founder of FreightTech (marketing), discuss how marketing must shift from a tactical cost center to a strategic operating system that drives real revenue. FreighTech's Specialization: Founded in 2023, FreighTech provides fractional CMO consulting and marketing advisory services specifically for logistics technology businesses. Jim Waters leverages his deep industry experience (having scaled companies like Tive and Frayt) to help growth-stage startups turn marketing from a cost center into a revenue-generating engine without the overhead of a full-time executive. Marketing as a Portfolio: Jim argues that marketing should be treated as an investment portfolio, not a one-off cost. Just like a financial portfolio or a fitness routine, it requires time and consistency. Companies often fail because they "micromanage" their marketing, expecting an immediate ROI within two weeks, rather than allowing for the 6–9 month cycle often required to see real pipeline growth. The Death of the Cold Call and the Rise of "Stalking": The traditional sales model of making 100 cold calls a day is losing effectiveness because buyers now screen calls and conduct their own research online. Joe and Jim discuss how the buying process starts long before the sales process, with potential customers "stalking" a company's content on LinkedIn, YouTube, and podcasts for up to a year before ever engaging with a salesperson. Navigating the 2026 Visibility Shift (SEO, GEO, and AEO):  Visibility in 2026 requires more than just traditional Search Engine Optimization (SEO). Jim introduces two critical new concepts: GEO (Generative Engine Optimization): Ensuring your brand is cited by AI engines like ChatGPT and Gemini as a subject matter expert. AEO (Answer Engine Optimization): Structuring content to directly answer binary buyer questions (e.g., "How do I improve ROI in logistics marketing?"). The "Revenue Engine Blueprint" Basics: Before scaling, companies must master the basics. Jim emphasizes that a "blueprint" requires a clear understanding of the Total Addressable Market (TAM) and a refined Ideal Customer Profile (ICP). Without knowing exactly who you solve problems for, adding expensive tech stacks like Salesforce or HubSpot is simply "accelerating into a wall." The Danger of "Chainsaw" Customers: Jim shares a cautionary tale from his time at Tive about a salesperson wanting to tape a high-end tracker to a chainsaw to prevent theft. While any revenue is tempting, Jim warns that chasing customers outside your ICP is not repeatable or scalable. True growth comes from "niching down" to focus on fans and specific verticals (like Pharma or Cold Chain) rather than trying to be everything to everyone. Multiplying Reach through a Distribution Engine: Content is only half the battle; the other half is a distribution engine. This involves using a "one-to-many" strategy—leveraging partners, PR, and podcasts to amplify a single piece of high-quality thought leadership. By turning one conversation into video clips, articles, and social posts, companies build the authenticity and trust necessary for modern freight-tech sales. Learn More About Vanity Metrics Don't Move Freight: Building Real Pipeline in Freight-Tech Jim Waters | Linkedin FreighTech | Linkedin FreighTech Driving Sales Pipeline with Jim Waters | The Logistics of Logistics The Key to Effective Last Mile Delivery with Jim Waters | The Logistics of Logistics Every Shipment Matters With Jim Waters | The Logistics of Logistics The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

B2B marketing doesn't have to mean mediocre design, generic messaging, and content no one reads. In this episode of Pipe Dream, host Jason Bradwell sits down with Dmitry Shamis - former HubSpot creative leader and founder of OhSnap!, a brand systems agency helping marketers build creative that's both scalable and standout. Dmitry gets brutally honest about channels - 95% of his business comes from LinkedIn. Not just frameworks and case studies, but gardening updates and dumb kid stories. Because you want to work with people you actually like. This sparks a great discussion about the line between being human and being cringey (looking at you, banana peel LinkedIn posts). Jason throws him a hypothetical: $50K to build an audience, what do you do? Dmitry's answer: invest in brand systems. When you have templates ready, you focus on what you say, not how it looks. That's the foundation for everything else. They circle back to AI. What are we catastrophizing? The "you wrote this with AI" police. If the work is good, it's good. The real danger? People getting lazy and outsourcing their thinking. Dmitry's mantra: never outsource your thinking. His desk is covered with notebooks because side thoughts never make it into transcripts. He comes to AI with a fully baked idea - he doesn't ask it what the story is. They close with Dmitry shouting out Jess Cook at Vector for building a personality-led brand without a massive budget - a perfect blueprint for scrappy B2B teams. If you're feeling pressure to create more, post more, be everywhere, this is your reality check. The future isn't volume - it's consistent quality that resonates. Whether startup or enterprise, Dmitry's principles on brand systems and intentional content will help you build smarter operations. Expect practical advice, real talk, and a little fun along the way. Whether you're scaling a startup or running creative at an enterprise brand, this episode will help you build smarter, more sustainable content operations - and create marketing that actually moves people. 00:00 – Intro: Scaling creative without burnout 01:30 – What Dmitry learned running creative at HubSpot 03:00 – The rise of brand systems in B2B marketing 06:00 – Using AI to remove the busywork (not the thinking) 08:00 – Why most content fails (and what to do instead) 10:00 – How to make LinkedIn actually work for your brand 13:30 – Authenticity vs cringe: Finding your tone online 17:00 – Stop chasing impressions. Start tracking DMs. 21:00 – The forgotten power of adding a CTA to content 24:00 – How to stay creative with systems and structure 27:00 – AI fear factor: What should marketers *really* worry about? 30:00 – The antidote to lazy content in the AI age 33:00 – B2B brands and creators Dmitry admires 36:00 – Where to find Dmitry and more resources Connect with Jason Bradwell on LinkedIn Connect with Dmitry Shamis on LinkedIn Visit OhSnap! agency Visit The Brief Creative newsletter  What's Your Process? podcast on Spotify and Apple. More at B2B Better website and the Pipe Dream podcast

Jon Couture, CHRO at Vanguard, joined The Modern People Leader to share how Vanguard is balancing 50 years of legacy with the next 50 years of change. ----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode277Sponsor Links:

Listen in to this special episode of Owning the Outcome, as Sarah dives into product strategy and customer value in the AI era with HubSpot's new Chief Product & Technology Officer, Duncan Lennox. Duncan brings decades of experience as a founder, product leader, and builder through multiple technology shifts—from the early days of SaaS to today's AI era—and a relentless focus on solving for the customer. In this episode, you'll hear: Duncan's journey from growing up in a small family business to founding his own companies to leading product and technology for global enterprises How AI is raising the bar for product expectations—and why trust and quality matter more than ever Where HubSpot's partners play—and where the ecosystem opportunity lives in the AI era How HubSpot is thinking about platform extensibility, unified data, and innovation with partners Duncan's leadership philosophy and guiding teams with clarity and consistency through rapid technology shifts It's an energizing look at where HubSpot is headed—and why the best is still ahead. Partners, listen in and don't forget to join us for Ecosystem Kickoff (February 23 and 24)—check your inbox for details.

In this episode, Mark Roberge, author of the upcoming book The Science of Scaling, breaks down why so many companies fail to evolve their Ideal Customer Profile (ICP) despite changing market conditions—and reveals the surprising truth: it's emotional decision-making, not data, holding them back. Discover the game-changing "green, yellow, red" framework that separates truly ideal customers (those with high lifetime value) from those draining your resources, and learn how to strategically reallocate your team's efforts to maximize retention and expansion. Plus, explore how getting your ICP right doesn't just boost sales—it aligns your entire organization, from marketing and product development to customer success, creating a powerful go-to-market engine that drives real scaling.Mark Roberge is the founding Chief Revenue Officer of HubSpot, a senior lecturer at Harvard Business School, co-founder of Stage 2 Capital, and the author of The Science of Scaling and The Sales Acceleration Formula. He is widely known for helping companies design go-to-market systems that scale sustainably. Connect with Mark: Stage 2 CapitalResources mentioned:The Science of Scaling by Mark RobergeThe Sales Acceleration Formula by Mark RobergeForce Management resources on scaling predictably:The Predictable Revenue Framework: Guide for Leaders Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

In this special episode of This Old Marketing, Joe and Robert tackle one of marketing's favorite habits: declaring things dead. Every year, marketers rush to pronounce entire channels, strategies, and ideas obsolete. But many of the things we keep writing off are not only alive, they're quietly doing the hard work of building trust, relevance, and long-term value. Joe and Robert break down what marketers think is dying (but isn't), why these fundamentals continue to matter, and what actually deserves to be put out of its misery. Things Marketers Think Are Dead (But Aren't) The Website Why the website is still the center of gravity for trust, clarity, and audience ownership, especially as platforms become more volatile and AI-driven. Traditional PR and Communications How earned media, relationships, and credibility haven't disappeared, they've become harder to fake and more valuable as synthetic content explodes. Purpose-Driven Marketing Why purpose didn't die. Performative purpose did. Authentic values still matter, but only when they're proven through action over time. In-Person Events The enduring power of physical connection, shared experiences, and real community in a world dominated by digital noise. Things That Probably Should Be Dead Safe Marketing Why playing it safe is the fastest way to be ignored, and how clarity, conviction, and point of view beat neutrality every time. The Myth of Personalization After 25 years of trying to get personalization right, most marketing still confuses data with relevance. True one-to-one personalization at scale remains elusive, often resulting in content that feels generic, invasive, or hollow. The real opportunity isn't more personalization, it's better positioning and messages that resonate deeply without pretending to speak to everyone individually. Coming Soon: Listener Questions Episode In a few weeks, Joe and Robert will be recording a special listener Q&A episode, and they want to hear from you. Have a marketing question you want answered on the show? Submit your question in text or audio form at: https://www.thisoldmarketing.com/ Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork  

In this episode of The Modern People Leader, Sarika Lamont, Chief People Officer at Vidyard, joins us to unpack her non-traditional journey into HR and how AI is reshaping the role of People teams. She shared practical AI use cases from onboarding automation to AI coaching, along with the mindset shifts HR leaders must make to lead change rather than fear it. ----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode276Sponsor Links:

Scaling often looks like momentum on the surface: more pipeline, more headcount, more pressure from boards and capital. But underneath? Many leaders feel the strain of decisions moving faster than their systems can support. In this conversation, Mark Roberge sits down to unpack why scaling is not a milestone, but a system that must be intentionally designed and continuously recalibrated. Drawing on his experience as HubSpot's founding CRO, a Harvard Business School lecturer, and the author of The Science of Scaling, Mark offers a clear, data-driven perspective on how leaders can move beyond reactive growth and build systems that scale with intention.Mark Roberge is the founding Chief Revenue Officer of HubSpot, a senior lecturer at Harvard Business School, co-founder of Stage 2 Capital, and the author of The Science of Scaling and The Sales Acceleration Formula. He is widely known for helping companies design go-to-market systems that scale sustainably. Connect with Mark: Stage 2 CapitalResources mentioned:The Science of Scaling by Mark RobergeThe Sales Acceleration Formula by Mark RobergeForce Management resources on scaling predictably:The Predictable Revenue Framework: Guide for LeadersKey takeaways from this episode:04:45 Why scaling too early, often triggered by capital of board pressure, creates more downstream problems than it solves09:20 Why your ideal customer profile is defined by who your sellers actually close, not what's written in your pitch deck12:43 Why revenue is a misleading indicator of product-market fit (and what leaders should pay attention to instead)13:58 The critical difference between product-market fit and go-to-market fit, and why skipping the latter derails scale19:36 How using leading indicators of retention removes guesswork from growth decisions40:02 Why top-down revenue targets fail, and how bottoms-up capacity planning creates sustainable scale53:55 Why Mark chose to donate all book proceeds to mental health, and why leadership conversations must make room for humanity Hosted by five-time CRO John McMahon and Force Management Co-Founder John Kaplan, the Revenue Builders podcast goes behind the scenes with the sales leaders who have been there, done that, and seen the results. This show is brought to you by Force Management. We help companies improve sales performance, executing their growth strategy at the point of sale. Connect with Us: LinkedInYouTubeForce Management

Kimberly Tarlton is the Co-Founder & CEO of Story & Stone, a creative strategist, communications consultant, and a church girl at heart with over 28 years of experience helping ministries grow their impact—online and in-person.Kim's expertise spans digital, print, and live, leading church teams with a mix of creative spark and practical know-how. Her integrated marketing work has helped churches increase engagement, clarify their messaging, and confidently reach new guests.She's known for leading cross-functional teams with heart and humor—and always with an eye on the metrics. A certified Working Genius Facilitator, a triple-certified HubSpot pro in Social Media, Content, and Email Marketing, and a sought-after speaker for conferences and podcasts on topics like church communications, guest strategy, and ministry development.Kimberly and Dale discuss the importance of mission clarity as the foundation of your communications efforts in today's 95Podcast. Their conversation is filled with leadership nuggets to help you create an effective communication environment within your ministry.Show Notes: https://95network.org/creating-effective-communication-within-your-ministry-w-kimberly-tarlton-episode-320/Support the show

This Week In Startups is made possible by:Hubspot - http://clickhubspot.com/twist1Circle.so - http://circle.so/twistSentry - http://sentry.io/twistToday's show: On the last TWiST episode before Jason goes to Japan and Alex begins on paternity leave, the hosts break down the blockbuster tech news that is kicking off 2026.Discord AND Strava both eyeing billion dollar IPOs, two massive social media apps with millions of daily active users. Jason unpacks Discord's the growth story, from a gaming-first product launch in 2015, to a community/work platform and social media for all. Jason explains why Strava proves that data is the MOAT for consumer apps.PLUS Jason and Alex are joined by Producer Oliver to rank the top CES products. Jason gave his thoughts on the different robots, self driving cars, and multi-fold phones on display.Would you buy a triple-fold phone?Timestamps:(00:00) Discord looks to go public at $7 Billion!(10:05) Hubspot: Check out the guide “How to Get Your First 100 Customers.” Download it for free at http://clickhubspot.com/twist1(13:37) Strava going public and why data IS the moat for consumer software(19:28) Circle.so: the easiest way to build a home for your community, events, and courses — all under your own brand.(22:25) Anthropic's $350B valuation and why it makes sense(31:59) Sentry: New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWIST(33:05) Why is China upset about META's Manus acquisition — and why Jason is hopeful for the US-China relationship(37:24) Jason's favorite part of CES: The rise of open source AI!(40:59) Why Jason LOVES his self driving Tesla — why public companies need to be safe and not push too quickly(44:24) Producer Oliver's Top CES Tech products(54:46) Jason's Major Takeway from CES(59:43) How many times can you fold a phone?(1:04:04) New interfaces for smartphones*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(10:05) Hubspot: Check out the guide “How to Get Your First 100 Customers.” Download it for free at http://clickhubspot.com/twist1(19:28) Circle.so: the easiest way to build a home for your community, events, and courses — all under your own brand.(31:59) Sentry: New users get 3 months free of the Business plan (covers 150k errors). Go to http://sentry.io/twist and use code TWISTGreat TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112Bob Moestahttps://youtu.be/y2UMzSqX94QAaron Leviehttps://podcasts.apple.com/ca/podcast/box-ceo-aaron-levie-breaks-down-box-ai-and-generative/id315114957?i=1000612384545Sophia Amorusohttps://podcasts.apple.com/ca/podcast/sophia-amoruso-on-branding-raising-a-fund-portfolio/id315114957?i=1000601352978Reid Hoffmanhttps://podcasts.apple.com/ca/podcast/reid-hoffman-on-ais-crescendo-moment-regulation-and/id315114957?i=1000612548498Frank Slootmanhttps://podcasts.apple.com/ca/podcast/snowflake-ceo-frank-slootman-on-moving-the-needle-win/id315114957?i=1000602560622

This week, Joe and Robert break down the latest signals in the economy, media, and marketing, from stabilizing job data and corporate tax incentives to AI's growing influence on content, platforms, and creative work. They also dig into where responsibility lies in an AI-saturated world and which organizations are adapting well…or getting it wrong. Key Topics Discussed Economic Update: Jobs and Stability Joe and Robert open the show with a look at recent U.S. economic data. After months of uncertainty, layoffs appear to have slowed, and job numbers are showing signs of stabilization. While not a return to boom times, the data suggests the labor market may be finding its footing heading into 2026. Corporate Tax Incentives and 2026 Profits The conversation turns to tax policy and its impact on business. Joe and Robert discuss how the permanent reduction of the corporate tax rate from 35% to 21%, along with other incentives, is setting mid-sized and enterprise companies up for significantly higher profits in 2026. They explore what this means for cash flow, reinvestment, and corporate behavior moving forward. Instagram, AI, and the Burden on Creators Next up, Joe and Robert analyze comments from Adam Mosseri and Instagram around AI-generated content. Mosseri makes it clear that Instagram does not intend to fully police AI content, instead emphasizing the importance of human creativity and authenticity. Joe and Robert question whether platforms are abdicating responsibility and placing the full burden on brands and creators to stand out in an increasingly cluttered, AI-driven feed. Final News: Uber's Co-Creation Ad Strategy In final news, the guys highlight Uber and its growing advertising business. Uber's co-creation media tactics are viewed as a smart, forward-thinking approach to revenue generation. Joe and Robert agree that too many enterprises still underestimate marketing's role as a direct revenue driver, not just a cost center. Marketing Winners and Losers Marketing Winner (Robert) Equinox Robert praises Equinox for its ad campaign that pokes fun at AI-generated content, using humor and human insight to cut through the noise and reinforce brand identity. Marketing Loser (Joe) Nebula Awards Joe calls out the Nebula Awards for their new rules banning any use of generative AI in the creative process. While intended to protect writers, Joe argues the decision is short-sighted, unenforceable, and misunderstands how creative tools evolve. Rants and Raves Robert's Rant: Robert takes aim at Digiday and what he sees as an overly cozy fascination with Accenture, questioning the value and objectivity of that coverage. Joe's Commentary: Joe closes with thoughts on the Corporation for Public Broadcasting winding down operations. He clarifies that PBS itself is not shutting down, but explains how the loss of federal funding disproportionately impacts rural and small-market stations, potentially reshaping public media into a more urban-centric system. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

MarTech vendors face an 8.6% annual churn rate despite AI expansion. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how AI disruption is reshaping vendor strategies and market dynamics. He discusses context engineering as the evolution beyond prompt engineering, the shift from deterministic to adaptive AI workflows, and why 2026 will be defined by AI-empowered customers taking control of their buying journeys rather than following traditional marketing funnels.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peter Fader and Jessica Zwaan joined The Modern People Leader to explore how customer-based audit principles can be applied to employees.----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode275Sponsor Links:

MarTech vendors face an 8.6% annual churn rate despite AI expansion. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how AI disruption is reshaping vendor strategies and market dynamics. He discusses context engineering as the evolution beyond prompt engineering, the shift from deterministic to adaptive AI workflows, and why 2026 will be defined by AI-empowered customers taking control of their buying journeys rather than following traditional marketing funnels.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A broad group of leaders from academia and the private sector — including UC Berkeley Chancellor Rich Lyons and neuroscientist Emiliana Simon-Thomas of the Greater Good Science Center — discuss how kindness is a strategic asset rather than a professional weakness, and why the traditional “jerk” model of leadership is scientifically flawed.This shift toward evidence-based management, the panelists point out, is backed by massive datasets. “When companies perform very well, we find that prosocial CEOs are more likely to share credit with others,” explains Weili Ge, a professor at the University of Washington's Foster School of Business, drawing on data from a decadelong analysis of 3,500 corporate leaders. “And when firms don't do well,” she continues, “they're less likely to shift the blame, they're more likely to take responsibility. This is quite different from self-centered CEOs, who are more likely to take credit when things go well and shift the blame when things don't go well."The panelists include: Rich Lyons: 12th chancellor of UC Berkeley Emiliana Simon-Thomas: Science director at UC Berkeley's Greater Good Science CenterWeili Ge: Professor of accounting at the University of Washington's Foster School of BusinessYamini Rangan: CEO of HubSpot, Berkeley alumKeyAnna Schmiedl: Chief human experience officer at WorkhumanDenis Ring: Former CEO of Ocho Chocolates, creator of the Whole Foods 365 brandKia Afcari (moderator): Director of Greater Good Workplaces at the Greater Good Science CenterThe event, which took place on Dec. 1, 2025, was hosted by the Greater Good Science Center in partnership with the Berkeley Center for Workplace Culture and Innovation.Listen to the episode and read the transcript on UC Berkeley News (news.berkeley.edu/podcasts/berkeley-talks).Music by HoliznaCC0.Video screenshot. Hosted on Acast. See acast.com/privacy for more information.

Go inside inside my public speaking accelerator, Design My Signature Talk, with this clip from our final group call.Watch the full video of this episode→Join the next cohort of Design My Signature Talk (starts Feb. 23, 2026)→In this episode, hear Brian Piper deliver his brand new signature story as a reliable opener of his brand new signature talk that we developed in the cohort. He used this material to get 3 brand new client leads from his first attempt.Brian is a marketing consultant and an author who works with people in higher ed. He helps them embrace AI and become more analytical and data led. But for years, he struggled with developing a SIGNATURE speech, instead building new talks every talk. He also struggled to draw from a major source of ideas and identity and stories in his life, refusing to put that material on stage -- a problem we navigated in the cohort to finally crack the code on a stronger opening story for him.***ABOUT ME, JAY ACUNZOI work with entrepreneurs, execs, and teams on the journey from competent to resonant. To do that, I help transform your thinking into clear, captivating ideas, speeches, and IP. Stop chasing attention. Become the one others seek.I'm a former marketing leader at Google and HubSpot and globally touring speaker and author. I've spent 20 years building the exact thought leadership I now help clients create—as a practitioner-peer, not a coach with templates.Work with me 1:1, book me to speak, or explore free resources at jayacunzo.comDon't market more. Matter more.Think resonance over reach.Don't be the best. Be their favorite.***ENJOY THE SHOW? PLEASE SAY THANKS!Leave a review on Apple Podcasts Leave a rating on Spotify Thanks for listening!

Marketing technology stacks are expanding faster than teams can manage them. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how 5,384 martech tools now exist despite 8.6% vendor churn. He discusses context engineering as the evolution beyond prompt engineering, combining structured workflows with LLM capabilities for data analysis and customer service automation. Brinker predicts 2026 will shift power to AI-enabled buyers who bypass traditional sales funnels using agentic browsers for pricing analysis and product research.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, the conversation covers Brandan Tobin's summers selling books, the people he learned from, and the experiences that shaped how he approaches sales and leadership today. Brandan talks about starting out skeptical of the program, thinking it might be a scam, and showing up to Nashville realizing it was very real and very serious.He shares stories from the field, including recruiting challenges, managing a large group early in his career, and learning how confidence, persistence, and systems affect performance. The discussion moves into how he tracked referrals using a handwritten notebook, how that system worked for him, and why building something you understand matters more than using a tool you don't.The episode also explores Brandan's work building CRM systems, what differentiates their approach from platforms like HubSpot and Salesforce, and why follow-up systems often matter more than lead quality. He explains how automations, voicemail drops, texting, and consistent follow-up impact conversion rates.Along the way, there are memorable field stories, including bike crashes, host families, nurses who bought books, and moments where persistence paid off in unexpected ways. The conversation wraps with reflections on faith, alignment with business partners, and why being on the same page matters regardless of belief.00:01:53 – Early connections, sales school, and shared experiences00:02:22 – Introduction to Brandan Tobin and background00:03:45 – Growth awards, leadership roles, and early success00:13:03 – Using CRM systems to manage buyers and follow-up00:18:00 – Building CRM tools to help small businesses compete00:21:47 – Why follow-up systems outperform lead quality00:29:18 – Helping business owners define their sales process00:33:37 – Pivoting from consulting to software development00:35:32 – Using voicemail drops and reminders to drive action00:45:08 – Recruiting stories and standout leaders01:10:29 – Host families, delivery challenges, and field logistics01:11:22 – Managing a large organization with limited experience01:21:18 – Tracking referrals with a handwritten system01:36:33 – Memorable field stories and “sit-downs”01:37:26 – Bike crash story and persistence in the field01:51:46 – Lessons on treating strangers and people skills01:52:43 – Meeting a famous athlete in the field02:06:26 – Faith, relationships, and being aligned with partners02:07:16 – Closing thoughts and how to connect after the episodeBrandan Tobin is a believer in Christ and a humble salesman. His mission is to expand God's kingdom by helping good people grow great businesses and increase their charitable giving.As the CRO with Knowledge Gap Consulting, Brandan leads the sales team and is still in the field, helping salespeople and entrepreneurs convert more leads in less time with custom built, AI-powered, CRM solutions. Over his nearly 20 year career in sales and business, Brandan built sales teams and sold for a variety of industries, including mortgage, real estate, solar, SaaS software and of course, books.He hit the double growth award his 2nd summer, and the quadruple growth award his 3rd summer, delivering over 8,000 units after hitting Mort, Chairman's and PC several times. As a 19 year old sophomore and B manager, Brandan helped lead a group of 22 first years and only 3 other managers, also on their B summers….and not a single person quit.Brandan went on to close more than $7,000,000 of annually recurring revenue as an account executive for various tech companies until partnering with Joe Ignace, another SW alum, to sell their own software, Velocity 360.None of it came easily or naturally and Brandan will be the first to tell you, none of it would'vebeen possible without the grace of God, being coachable, and really great mentors.

Marketing technology stacks are expanding faster than teams can manage them. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how 5,384 martech tools now exist despite 8.6% vendor churn. He discusses context engineering as the evolution beyond prompt engineering, combining structured workflows with LLM capabilities for data analysis and customer service automation. Brinker predicts 2026 will shift power to AI-enabled buyers who bypass traditional sales funnels using agentic browsers for pricing analysis and product research.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Marketing technology strategy faces unprecedented complexity as AI transforms customer behavior. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how 2026 will shift power from marketers to AI-empowered buyers. He covers context engineering as the evolution beyond prompt engineering, combining deterministic workflows with adaptive LLM capabilities for better data analysis and customer service automation. Brinker predicts orchestration platforms will emerge to manage the chaos as every employee becomes a software developer through AI tools.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textWhat if every dollar spent on ads could be traced to a signed contract, a booked meeting, or a new client? The disconnect between ad spend and revenue isn't a mystery businesses have to live with. This problem, the attribution gap, can be solved through methodical thinking, technical capability, and a willingness to build the infrastructure that connects marketing activities to real business outcomes. In this episode, we pull back the curtain on two concrete case studies using two real companies who faced the maddening reality: their CRM systems and ad platforms weren't talking to each other. Tune in to see how Optidge built the data bridges that transformed guesswork to strategic growth and implemented deliberate optimization tactics across their ad campaigns to drive further success.  An Optidge "Office Hours" Episode:Our Office Hours episodes are your go-to for details, how-to's, and advice on specific marketing topics. Join our fellow Optidge team members, partners, and sometimes even 1:1 teachings from Danny himself, in these shorter, marketing-focused episodes. Get ready to get marketing!Episode Highlights: Marketing attribution requires connecting ad platforms to revenue data, not just lead counts.Building a feedback loop between CRM and advertising platforms transforms how you optimize campaigns.Data silos prevent businesses from understanding which marketing efforts drive actual revenue.Custom attribution pipelines can reveal sales cycles, funnel speed, and high-value customer sources.Fragmented tech stacks create blind spots that make it impossible to track leads to final conversions.Episode Links: OptidgeOptidge Services: Hubspot for Paid MediaPaid Search Association Webinar: Hubspot and Google Ads - Everything You Wanted to KnowThe DM Mentor on InstagramFollow The Digital Marketing Mentor: Website and Blog: thedmmentor.com Instagram: @thedmmentor Linkedin: @thedmmentor YouTube: @thedmmentor Interested in Digital Marketing Services, Careers, or Courses? Check out more from the TDMM Family: Optidge.com - Full Service Digital Marketing Agency specializing in SEO, PPC, Paid Social, and Lead Generation efforts for established B2C and B2B businesses and organizations. ODEOacademy.com - Digital Marketing online education and course platform. ODEO gives you solid digital marketing knowledge to launch/boost your career or understand your business's digital marketing strategy.

Marketing technology strategy faces unprecedented complexity as AI transforms customer behavior. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, explains how 2026 will shift power from marketers to AI-empowered buyers. He covers context engineering as the evolution beyond prompt engineering, combining deterministic workflows with adaptive LLM capabilities for better data analysis and customer service automation. Brinker predicts orchestration platforms will emerge to manage the chaos as every employee becomes a software developer through AI tools.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Growth Amplifiers, host Kenny talks to Loren Fogelman, founder of Business Success Solution and one of HubSpot's top 22 business coaches in the world. Loren shares her expertise on pricing and strategy for accounting firms, discussing key topics such as overcoming the fear of raising rates, the transition from hourly to value-based pricing, and effective communication with clients. T Watch for actionable insights on improving your firm's profitability and achieving a better work-life balance. 00:00 Introduction and Guest Welcome 01:28 Discussing Podcast and Amplification 02:17 Rockstar Connection and Metallica 03:40 The Importance of Pricing for Accountants 04:42 Addressing Common Fears in Raising Rates 07:41 Client Profitability Analysis 11:43 Value Pricing vs. Hourly Billing 15:44 Handling Client Objections 21:01 Steps to Work Less and Earn More 23:46 Resources and Final Thoughts

MarTech faces an 8.6% vendor churn rate despite AI expansion. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, shares insights on navigating the evolving landscape where AI didn't consolidate MarTech but fragmented it further. He discusses context engineering as the evolution beyond prompt engineering, combining deterministic workflows with LLM capabilities for better data analysis and customer service automation. Brinker predicts 2026 will shift focus from AI for marketers to AI for customers, fundamentally disrupting traditional sales playbooks as buyers gain information asymmetry through agentic browsers and AI assistants.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MarTech faces an 8.6% vendor churn rate despite AI expansion. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, shares insights on navigating the evolving landscape where AI didn't consolidate MarTech but fragmented it further. He discusses context engineering as the evolution beyond prompt engineering, combining deterministic workflows with LLM capabilities for better data analysis and customer service automation. Brinker predicts 2026 will shift focus from AI for marketers to AI for customers, fundamentally disrupting traditional sales playbooks as buyers gain information asymmetry through agentic browsers and AI assistants.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most founders are terrified of "Red Oceans" or markets saturated with massive competitors. They think the only way to win is to find a completely untapped "Blue Ocean." In this episode of the ProductLed 100 series, Wes Bush sits down with Patrick Thompson (CEO of Clarify.ai) and Esben Friis-Jensen (Co-Founder of Userflow) to discuss why entering a crowded market is actually the smartest move a founder can make if you have the right strategy. Patrick reveals how he spent six months interviewing potential customers before writing a single line of code for Clarify, an autonomous CRM designed to disrupt the industry giants. Together with Esben, they break down the exact framework for validating problems, the power of business model disruption through pricing wars, and why "feature parity" is not the goal. Whether you are building a new startup or trying to carve out space in a competitive category, this episode offers a masterclass in customer discovery, positioning, and Go-To-Market execution. Key Highlights: 02:15 : Why Patrick spent 6 months on discovery before writing a line of code 06:53 : The "Red Ocean" Advantage: Why crowded markets are easier than Blue Oceans 10:10 : How to differentiate when features are commoditized 12:34 : Using price and ease of use as a wedge against incumbents 18:31 : The 3-Step Framework for building what people want: ICP, Channels, and Business Model 23:12 : Which acquisition channels actually work (Product Hunt vs. Founder-led Marketing) 30:04 : Why complex products still need human onboarding, even in PLG 36:49 : How to operationalize customer feedback for engineering teams Resources:

What good is reach if you don't have resonance? In this transformative episode of Business of Story, host Park Howell sits down with Jay Acunzo to explore why clarity isn't enough for brand stories and how to transform expertise into influential public voice through premise development. --- ABOUT JAY ACUNZO --- Jay Acunzo is an author, speaker, and public speaking coach who helps experts become stronger public voices. He's written books about creativity and storytelling, and he's traveled the world giving keynotes to marketers and managers, dentists and designers, leaders and landscapers. His clients include bestselling authors, mainstage TED speakers, startup founders, and seven-figure coaches and consultants. Brands like Salesforce, GoDaddy, Zillow, and Mailchimp have trusted Jay to support some of their most visible projects. He began his career in sales and marketing at Google and HubSpot, and his own journey as a speaker has been featured in 3 different books. Jay's philosophy challenges conventional marketing wisdom: don't market more, matter more. Think resonance over reach. Don't be the best, be their favorite. --- WHAT YOU'LL DISCOVER --- ✓ What a premise really is (and why it's different from a tagline, mission, or niche) ✓ The resonance over reach philosophy and why it creates more business impact ✓ How resonance works (using physics to understand the urge to act) ✓ The narrative argument framework: six beats that move audiences from skepticism to action ✓ Laddered messaging structure: We Want → We Need → We Hope ✓ Story 2.0: Why process alone isn't enough (you need practice and posture too) ✓ The critical difference between clarity and strength in brand storytelling ✓ How to develop your premise through iteration (not instant perfection) ✓ Why focus is something you pick, but clarity is something you build ✓ Real examples: How Jay helped Anne Handley refine her premise for ASAP: As Slow As Possible ✓ Premise examples from James Clear, Simon Sinek, Michelle Warner, and more ✓ How to apply premise thinking to products and services (StoryCycle Genie case study) --- KEY FRAMEWORKS REVEALED --- NARRATIVE ARGUMENT (6 Beats): What are their goals? What's their current approach? What are the problems with that approach? What root cause do you see? What change do they need? How do they implement it? LADDERED MESSAGING (3 Phrases): • We Want: Meet people where they're at • We Need: Your premise/philosophical change • We Hope: The grand transformation STORY 2.0 (3 P's): • Process: Story structure and frameworks • Practice: Regular creation and refinement • Posture: Seeing yourself as a storyteller --- MEMORABLE QUOTES --- The goal is not to market more, it's to matter more. What good is awareness if you don't have affinity? What good is reach if you don't have resonance? Don't be the best, be their favorite. Clarity doesn't mean strength. Clarity doesn't mean efficacy. Focus is something you pick. Clarity is something you build. --- ABOUT BUSINESS OF STORY --- The Business of Story podcast helps business owners and marketers master the art of storytelling to grow their brands and create meaningful impact. Hosted by Park Howell, creator of the StoryCycle System and ABT Framework, each episode features expert guests sharing proven strategies for business growth through authentic narrative. Whether you're building a brand, leading a team, or developing your public voice, Business of Story delivers the frameworks and insights you need to make your message matter. Topics: premise development | resonance over reach | brand storytelling | thought leadership | narrative argument | public speaking | IP development | expert positioning | influential voice | business communication | content strategy | keynote speaking | Story 2.0 | clarity vs strength | laddered messaging

MarTech stack complexity is exploding despite consolidation predictions. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, reveals why AI added 1,200 new vendors while eliminating just as many in 2025. He explains how agentic AI is shifting power from marketers to customers, breaking traditional sales playbooks as buyers use AI agents to research pricing and bypass controlled journeys. Brinker outlines context engineering as the evolution beyond prompt engineering, requiring marketers to bundle instructions, data access, and tool permissions for effective AI deployment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kirthi Mani, Chief People Officer at CLA, joins The Modern People Leader to explore why joy is a true competitive advantage and how people-first leadership drives sustainable performance. ----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode274Sponsor Links:

MarTech stack complexity is exploding despite consolidation predictions. Scott Brinker, VP of Platform Ecosystem at HubSpot and founder of chiefmartec.com, reveals why AI added 1,200 new vendors while eliminating just as many in 2025. He explains how agentic AI is shifting power from marketers to customers, breaking traditional sales playbooks as buyers use AI agents to research pricing and bypass controlled journeys. Brinker outlines context engineering as the evolution beyond prompt engineering, requiring marketers to bundle instructions, data access, and tool permissions for effective AI deployment.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

#318 | Dave is joined by Kieran Flanagan, SVP of Marketing at HubSpot and former CMO at Zapier. They break down how AI is reshaping B2B marketing workflows, content creation, and team structure, plus Kieran's leadership philosophy for managing a 300+ person team while staying deeply involved in creative execution. This episode offers a clear look at how AI is changing the game and how B2B marketers can stay creative, strategic, and indispensable in the process.Timestamps(00:00) - – Intro + why AI matters now (04:28) - – Kieran's career + the 2-year mission framework (09:58) - – The grind, early-career advice, and earning your stripes (12:28) - – Operator vs. manager + strong opinions in leadership (20:28) - – Why collaborative brainstorms fail (25:28) - – ChatGPT vs. Claude + how Kieran actually uses AI (33:16) - – Where AI is taking B2B marketing (answers → actions) (44:46) - – Picking a lane: technical vs. creative marketers (52:16) - – The future CMO + agencies, in-person, and what still matters Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Brought to you by:Optimizely - A no-code AI platform where autonomous agents execute marketing work across webpages, email, SEO, and campaigns. Get a free, personalized 45-minute AI workshop to help you identify the best AI use cases for your marketing team and map out where agents can save you time at optimizely.com/exitfive. AirOps - The content engineering platform that helps marketers create and maintain high-quality, on-brand content that wins AI search. Go to airops.com/exitfive to start creating content that reflects your expertise, stays true to your brand, and is engineered for performance across human and AI discovery.Visit exitfive.com/retreat to apply for Exit Five's first-ever, in-person Marketing Leadership Retreat, March 18–20, 2026 in Scottsdale, Arizona. Join 100 CMOs and VPs of Marketing from companies like like Zoom, Snowflake, Manychat, Bitly, G2, HP, and more for two days of thinking bigger around a trusted group of peers in marketing. ***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

Joe Pulizzi and Robert Rose kick off this week's episode by unpacking the TikTok "sale" and what actually happened behind the headlines. Was it really a sale? Why was a true divestiture nearly impossible? And what does the outcome tell us about platform risk, regulation, and the future of rented audiences. From there, Joe and Robert shift into what they believe will be the most important marketing, content, and AI stories of 2026. Not predictions, but the conversations marketers will be having once the year is underway. They dig into whether the long-awaited AI bubble ever actually bursts in marketing, how AI changes headcount and team structures, and what happens to the brand website when search and discovery are increasingly mediated by AI systems instead of humans. The episode wraps with rants and raves. Robert rants about marketers' obsession with declaring everything dead, while Joe rants about Denmark's decision to shut down its postal service and what that signals for the future of physical letters and communication. In this episode, you'll learn: What really happened with the TikTok deal and why it was never a traditional sale Why the AI "bubble" may never pop in marketing the way people expect How AI could lead to fewer marketing jobs, or more leverage for the right roles Why the role of the website is changing for brands and creators What Denmark ending postal service delivery says about the future of letters Rants and raves: Robert's rant: Marketers love predicting the death of everything Joe's rant: Denmark shuts down postal service delivery and the slow disappearance of letters Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

Jason Lemkin is the founder of SaaStr, the world's largest community for software founders, and a veteran SaaS investor who has deployed over $200 million into B2B startups. After his last salesperson quit, Jason made a radical decision: replace his entire go-to-market team with AI agents. What started as an experiment has transformed into a new operating model, where 20 AI agents managed by just 1.2 humans now do the work previously handled by a team of 10 SDRs and AEs. In this conversation, Jason shares his hands-on experience implementing AI to run his sales org, including what works, what doesn't, and how the GTM landscape is quickly being transformed.We discuss:1. How AI is fundamentally changing the sales function2. Why most SDRs and BDRs will be “extinct” within a year3. What Jason is observing across his portfolio about AI adoption in GTM4. How to become “hyper-employable” in the age of AI5. The specific AI tools and tactics he's using that have been working best6. Practical frameworks for integrating AI into your sales motion without losing what works7. Jason's 2026 predictions on where SaaS and GTM are heading next—Brought to you by:DX—The developer intelligence platform designed by leading researchersVercel—Your collaborative AI assistant to design, iterate, and scale full-stack applications for the webDatadog—Now home to Eppo, the leading experimentation and feature flagging platform—Transcript: https://www.lennysnewsletter.com/p/we-replaced-our-sales-team-with-20-ai-agents—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/182902716/my-biggest-takeaways-from-this-conversation—Where to find Jason Lemkin:• X: https://x.com/jasonlk• LinkedIn: https://www.linkedin.com/in/jasonmlemkin• Website: https://www.saastr.com• Substack: https://substack.com/@cloud—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Lemkin(04:36) What SaaStr does(07:13) AI's impact on sales teams(10:11) How SaaStr's AI agents work and their performance(14:18) How go-to-market is changing in the AI era(19:19) The future of SDRs, BDRs, and AEs in sales(22:03) Why leadership roles are safe(23:43) How to be in the 20% who thrive in the AI sales future(28:40) Why you shouldn't build your own AI tools(30:10) Specific AI agents and their applications(36:40) Challenges and learnings in AI deployment(42:11) Making AI-generated emails good (not just acceptable)(47:31) When humans still beat AI in sales(52:39) An overview of SaaStr's org(53:50) The role of human oversight in AI operations(58:37) Advice for salespeople and founders in the AI era(01:05:40) Forward-deployed engineers(01:08:08) What's changing and what's staying the same in sales(01:16:21) Why AI is creating more work, not less(01:19:32) Why Jason says these are magical times(01:25:25) The "incognito mode test" for finding AI opportunities(01:27:19) The impact of AI on jobs(01:30:18) Lightning round and final thoughts—Referenced:• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• SaaStr Annual: https://www.saastrannual.com• Delphi: https://www.delphi.ai/saastr/talk• Amelia Lerutte on LinkedIn: https://www.linkedin.com/in/amelialerutte/• Vercel: https://vercel.com• What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google): https://www.lennysnewsletter.com/p/what-the-best-gtm-teams-do-differently• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Replit: https://replit.com• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• ElevenLabs: https://elevenlabs.io• The exact AI playbook (using MCPs, custom GPTs, Granola) that saved ElevenLabs $100k+ and helps them ship daily | Luke Harries (Head of Growth): https://www.lennysnewsletter.com/p/the-ai-marketing-stack• Bolt: https://bolt.new• Lovable: https://lovable.dev• Harvey: https://www.harvey.ai• Samsara: https://www.samsara.com/products/platform/ai-samsara-intelligence• UiPath: https://www.uipath.com• Denise Dresser on LinkedIn: https://www.linkedin.com/in/denisedresser• Agentforce: https://www.salesforce.com/form/agentforce• SaaStr's AI Agent Playbook: https://saastr.ai/agents• Brian Halligan on LinkedIn: https://www.linkedin.com/in/brianhalligan• Brian Halligan's AI: https://www.delphi.ai/minds/bhalligan• Sierra: https://sierra.ai• Fin: https://fin.ai• Deccan: https://www.deccan.ai• Artisan: https://www.artisan.co• Qualified: https://www.qualified.com• Claude: https://claude.ai• HubSpot: https://www.hubspot.com• Gamma: https://gamma.app• Sam Blond on LinkedIn: https://www.linkedin.com/in/sam-blond-791026b• Brex: https://www.brex.com• Outreach: https://www.outreach.io• Gong: https://www.gong.io• Salesloft: https://www.salesloft.com• Mixmax: https://www.mixmax.com• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Clay: https://www.clay.com• Owner: https://www.owner.com• Momentum: https://www.momentum.io• Attention: https://www.attention.com• Granola: https://www.granola.ai• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Palantir: https://www.palantir.com• Databricks: https://www.databricks.com• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan• Rippling: https://www.rippling.com• Cursor: https://cursor.com• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• The new AI growth playbook for 2026: How Lovable hit $200M ARR in one year | Elena Verna (Head of Growth): https://www.lennysnewsletter.com/p/the-new-ai-growth-playbook-for-2026-elena-verna• Pluribus on AppleTV+: https://tv.apple.com/us/show/pluribus/umc.cmc.37axgovs2yozlyh3c2cmwzlza• Sora: https://openai.com/sora• Reve: https://app.reve.com• Everything That Breaks on the Way to $1B ARR, with Mailchimp Co-Founder Ben Chestnut: https://www.saastr.com/everything-that-breaks-on-the-way-to-1b-arr-with-mailchimp-co-founder-ben-chestnut/• The Revenue Playbook: Rippling's Top 3 Growth Tactics at Scale, with Rippling CRO Matt Plank: https://www.youtube.com/watch?v=h3eYtzBpjRw• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

Elliot Holland joins us to explore the realities of building and sustaining a high-quality, trust-driven professional business in an era dominated by AI hype, declining marketing efficiency, and algorithmic noise. We discuss skepticism around AI's real-world impact especially in high-stakes financial decisions. We also talk marketing and content strategy, why sensationalism and clickbait may win algorithms but will always repel discerning clients. We also unpack our frustrations with modern marketing platforms like Google, Facebook, and HubSpot as they grow increasingly expensive and benefit from opacity while delivering lower-quality data. The most important thing is authentic conversations, patience, and thoughtful content aimed at a small, qualified audience that can outperform viral reach.  We discuss...  Sustaining a professional services business increasingly depends on trust, judgment, and human relationships rather than scale, speed, or technological hype. There's septicism that AI will meaningfully disrupt high-stakes, people-to-people work, arguing it is largely rebranded machine learning with limited real-world adoption so far. Discerning clients value nuance, experience, and improvisational thinking that cannot be captured in static data sets or automated workflows. AI is a productivity aid for summaries and surface-level tasks, but not a substitute for deep expertise, critical thinking, or accountability. YouTube and podcasts are trust-building tools rather than growth hacks, with success measured by client conversion quality instead of view counts. Algorithms reward "nonsense about nonsense," making platforms misaligned with professionals selling high-trust, high-ticket services. Marketing metrics such as views, impressions, and engagement were described as misleading compared to tracking clicks, conversations, and actual revenue outcomes. Google, Facebook, and HubSpot are operating as "confuse-opolies," benefiting from complexity, opacity, and user lock-in rather than clear results. The rising difficulty of marketing has forced business owners to either deeply understand marketing themselves or risk wasting capital on underqualified vendors. Elliott explained restructuring his marketing around specialized vendors, strict performance accountability, and personal ownership of customer persona definition. Long-form, unscripted conversations often deliver more value than polished, optimized content designed for algorithms. Future marketing success will favor authenticity, clarity, and long-term relationship-building over funnels, gimmicks, and viral reach.   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/ai-hype-and-clickbait-are-failing-elliott-holland 

Is it still possible to reach seven figures in SaaS sales? You got into sales to build a comfortable life and enjoy a little extra. But after how last year turned out, that goal may feel far-fetched.To help you reset and refocus, I'm revisiting episode 1528 with Brandon Fluharty, sales coach and founder of Be Focused. Brandon breaks down his seven steps to start making seven figures in SaaS sales, starting with one critical shift in mindset.1. Get In The Right Environment· Find your Goldilocks situation concerning your ideal workplace, whatever that may be.· What kind of internal infrastructure do you need to start making seven figures in SaaS? 2. Build A Transformation Mindset· Seven-figure earners sell a transformation that doesn't just solve an issue; it prevents the problem from happening again.· In SaaS, you want to be the player touching multiple parts of the business. That requires a transformational mindset and is a key principle of Brandon's framework.3. Be Strategic About Your Target Account List· Sell to clients that give you purpose. Identify the reasons you prefer your ideal client and search for more that fit those criteria.· Doing so keeps you motivated during the dishearteningly long sales cycles common with enterprise companies.4. Create A Standard No One Else Delivers· The Diamond Standard: picture a coal field in your competitive landscape and be the diamond for your clients.· It's easier to perform to this standard when working with clients you're genuinely interested in and passionate about.5. Break Through Personal Limitations· The higher you climb, the more imposter syndrome you'll feel. For example, Brandon initially thought his introversion limited his success.· As he advanced, he realized he could listen more than he talked and that perceived weakness became a strength.· Write down the traits you feel hold you back. Then ask yourself how you can repurpose them into strengths.6. Rally Others Inside Your Organization· Nothing great is achieved alone. When you're working toward seven- and eight-figure deals, you'll need help.· Be a generalist with your skill set, but a specialist to start making seven figures in SaaS.7. Develop A Personal Operating System· Move away from hustle culture and work smarter.· Balance Brandon's Discipline, Flexibility, and Curiosity (DRC) and Plan, Rest, Effort, Performance (PREP) live life instead of hustling around the clock. (It's a more humanistic approach.)“Be like a scientist and look back at your workday with curiosity.” — Brandon Fluharty.ResourcesFollow Brandon Fluharty on LinkedIn and subscribe to his bi-weekly newsletter for more content, information, and insights on tech sales. Join my Sales Mastermind to get real-world feedback, accountability, and proven sales strategies.Visit Blue Mango Studios for help in creating podcast production content. Sponsorship Offers1. This episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals...

Your “source of truth” for customer acquisition isn't GA4. It's what people tell you when they sign up — and right now, that story is changing fast.In this episode, we unpack a simple but brutally effective tactic: adding a required “How did you hear about us?” field to your signup form — and using that data to understand where real discovery is happening. The surprise? More and more B2B customers are saying social media, even when analytics tools claim otherwise.But here's the deeper shift: organic social is hard to measure… unless you track the right trailing indicator. That indicator is branded search.You'll learn how to use Google Search Console to track brand-name impressions over time, why it's becoming the only KPI that matters for modern founder-led marketing, and how branded search creates a defensible moat competitors can't easily steal.If you're planning your marketing strategy for 2026, this is the measurement system you need.What You'll LearnWhy signup form attribution is often more reliable than your analytics dashboardsThe biggest B2B acquisition shift happening right now: from search → socialWhy organic social is nearly impossible to ROI… and how to measure it anywayThe “branded search” metric that acts as a trailing indicator for social discoveryWhy branded search is a marketing moat your competitors can't take from youHow to build a branded-search chart using Google Search Console in minutesThe exact prompt to pull branded impressions by query and track them over timeTimestamps00:00:00 - Customer Discovery Starts at Signup00:00:10 - The Shift: Search → Social00:00:31 - Why Organic Social Now Matters Most00:00:52 - The Measurement Problem (and the Fix)00:01:12 - Branded Search = Your Trailing Indicator00:01:33 - Why Branded Search Is a Moat00:01:54 - Where to Invest Time, Money, and Energy00:02:04 - The 2026 Strategy: Grow Brand Searches00:02:15 - How to Track Branded Search in GSC00:02:25 - Building the Branded Impressions Chart00:02:46 - Live Demo: Google Search Console Setup00:03:07 - Final ThoughtsKey Topics & Insights1. Signup Attribution Beats Analytics (Almost Every Time)One of the fastest ways to understand how customers actually found you is simple: add a required “How did you hear about us?” field in your signup form.Why it works:It captures customer intent in their wordsIt reveals channels analytics often misattributesIt shows the real discovery story (not the last-click story)And the punchline: it often contradicts what GA4 says.2. The B2B Discovery Shift: Search → SocialIf you've been paying attention to the data, something big is happening:People aren't discovering new software products through search anymore. They're discovering them on social — then Googling them afterward.This shift has accelerated over the past 12–18 months. Even in B2B, where trends typically lag behind DTC.What this means:SEO is no longer the first touchpointSocial is becoming the top-of-funnel discovery engineSearch is evolving into a validation channel3. Organic Social Has a Measurement ProblemThe hardest part about investing in organic social is that it's difficult to tie to ROI.Whether you're doing:Founder-led contentCreator sponsorshipsCommunity distributionOrganic growth loops…it doesn't fit neatly into traditional attribution.So instead of forcing bad ROI models, track the trailing indicator that proves social discovery is working.4. Branded Search Is the Trailing Indicator That MattersHere's the key idea:When someone discovers your product on social, they don't click your link. They Google your name.That branded search becomes the measurable proof:A discovery event happenedPeople care enough to look you upYour brand is entering the market's memoryThis is why branded search growth is one of the strongest indicators of momentum.If branded search is increasing month-over-month, your brand is winning.5. Branded Search Creates a Defensible MoatThis is where it becomes more than measurement — it becomes strategy.Branded search is difficult for competitors to steal. Once people are searching your name, you own that demand.The only way competitors can interfere:They bid on your brand in Google AdsThey try to outspend youOr they attempt to confuse the marketBut that's expensive, obvious, and usually temporary.So branded search is not only a KPI — it's defensibility.6. How to Track Branded Search in Google Search ConsoleThis is the tactical part.To track branded search over time, you want a chart that shows:Impressions over timeFor queries containing your brand nameCaptured in every format your audience might type itAnd this is surprisingly easy to pull from Google Search Console.7. The Exact Chart & Prompt to Build ItThe goal is to extract Search Console impressions where queries include your brand name.Example prompt:“Build a chart showing total impressions over time for queries containing ‘YOURBRAND'.”Then your job becomes simple:Increase branded impressions month-over-month through:social contentdistributioncreator partnershipspodcast mentionsrepeated brand exposureconsistent visibilityThis becomes the clearest signal that marketing is compounding.Action Steps (Do This Today)Add a required “How did you hear about us?” field on signupReview responses weekly (and compare against analytics)Use Google Search Console to track branded query impressionsCreate a monthly KPI: branded impressions growthUse branded search growth as the scoreboard for your organic social effortsSponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ https://youtu.be/vEdq8rpBM3I In this data-rich keynote, Jay McBain deconstructs the tectonic shifts reshaping the $5.3 trillion global technology industry, arguing that we are entering a new 20-year cycle where traditional direct sales models are obsolete. McBain explains why 96% of the industry is now surrounded by partners and how successful companies must pivot from “flywheels and theory” to a granular strategy focused on the seven specific partners present in every deal. From the explosion of agentic AI and the $163 billion marketplace revolution to the specific mechanics of multiplier economics, this discussion provides a roadmap for navigating the “decade of the ecosystem” where influence, trust, and integration—not just product—determine winners and losers. Key Takeaways Half of today's Fortune 500 companies will likely vanish in the next 20 years due to the shift toward AI and ecosystem-led models. Every B2B deal now involves an average of seven trusted partners who influence the decision before a vendor even knows a deal exists. Microsoft has outpaced AWS growth for 26 consecutive quarters largely because of a superior partner-led geographic strategy. Marketplaces are projected to grow to $163 billion by 2030, with nearly 60% of deals involving partner funding or private offers. The “Multiplier Effect” is the new ROI, where partners can make up to $8.45 for every dollar of vendor product sold. Future dominance relies on five key pillars: Platform, Service Partnerships, Channel Partnerships, Alliances, and Go-to-Market orchestration. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Jay McBain, Canalys, partner ecosystem, channel chief, agentic AI, marketplace growth, multiplier economics, B2B sales trends, tech industry forecast, service partnerships, strategic alliances, Microsoft vs AWS, distribution transformation, managed services growth, SaaS platforms, customer journey mapping, 28 moments of truth, future of reselling, technology spending 2025, ecosystem orchestration, partner multipliers. T Transcript: Jay McBain WORKFILE FOR TRANSCRIPT [00:00:00] Vince Menzione: Just up from, did you Puerto Rico last night? Puerto Rico, yes. Puerto Rico. He dodged the hurricane. Um, you all know him. Uh, let him introduce himself for those of you who don’t, but just thrilled to have on the stage, again, somebody who knows more about what’s going on in, in the, and has the pulse on this industry probably than just about anybody I know personally. [00:00:21] Vince Menzione: J Jay McBain. Jay, great to see you my friend. Alright, thank you. We have to come all the way. We live, we live uh, about 20 minutes from each other. We have to come all the way to Reston, Virginia to see each other, right? That’s right. Very good. Well, uh, that’s all over to you, sir. Thank you. [00:00:35] Jay McBain: Alright, well thank you so much. [00:00:36] Jay McBain: I went from 85 degrees yesterday to 45 today, but I was able to dodge that, uh, that hurricane, uh, that we kind of had to fly through the northern edge of, uh, wanna talk today about our industry, about the ultimate partner. I’m gonna try to frame up the ultimate partner as I walk through the data and the latest research that, uh, that we’ve been doing in the market. [00:00:56] Jay McBain: But I wanted to start here ’cause our industry moves in 20 year cycles, and if you look at the Fortune 500 and dial back 20 years from today, 52% of them no longer exist. As we step into the next 20 year AI era, half of the companies that we know and love today are not gonna exist. So we look at this, and by the way, if you’re not in the Fortune 500 and you don’t have deep pockets to buy your way outta problems, 71% of tech companies fail over the course of 10 years. [00:01:30] Jay McBain: Those are statistics from the US government. So I start to look at our industry and you know, you may look at the, you know, mainframe era from the sixties and seventies, mini computers, August the 12th, 1981, that first IBM, PC with Microsoft dos, version one, you know, triggered. A new 20 year era of client server. [00:01:51] Jay McBain: It was the time and I worked at IBM for 17 years, but there was a time where Bill Gates flew into Boca Raton, Florida and met with the IBM team and did that, you know, fancy licensing agreement. But after, you know, 20 years of being the most valuable company in the world and 13 years of antitrust and getting broken up, almost like at and TIBM almost didn’t make payroll. [00:02:14] Jay McBain: 13 years after meeting Bill Gates. Yeah, that’s how quickly things change in these eras. In 1999, a small company outta San Francisco called salesforce.com got its start. About 10 years later, Jeff Bezos asked a question in a boardroom, could we rent out our excess capacity and would other companies buy it? [00:02:35] Jay McBain: Which, you know, most people in the room laughed at ’em at the time. But it created a 20 year cloud era when our friends, our neighbors, our family. Saw Chachi PT for the first time in March of 2023. They saw the deep fakes, they saw the poetry, they saw the music. They came to us as tech people and said, did we just light up Skynet? [00:02:58] Jay McBain: And that consumer trend has triggered this next 20 years. I could walk through the richest people in the world through those trends. I could walk through the most valuable companies. It all aligns. ’cause by the way, Apple’s no longer at the top. Nvidia is at the top, Microsoft. Second, things change really quickly. [00:03:17] Jay McBain: So in that course of time, you start to look at our industry and as people are talking about a six and a half or $7 trillion build out of ai, that’s open AI and Microsoft numbers, that is bigger than our industry that’s taken over 50 years to build. This year, we’re gonna finish the year at $5.3 trillion. [00:03:36] Jay McBain: That’s from the smallest flower shop to the biggest bank. Biggest governments that Caresoft would, uh, serve biggest customer in the world is actually the federal government of the us. But you look at this pie chart and you look at the changes that we’re gonna go through over the next 20 years, there’s about a trillion dollars in hardware. [00:03:54] Jay McBain: There’s about a trillion dollars in software. If you look forward through all of the merging trends, quantum computing, humanoid robots, all the things that are coming that dollar to dollar software to hardware will continue to exist all the way through. We see services making up almost two thirds of this pie. [00:04:13] Jay McBain: Yesterday I was in a telco conference with at and t and Verizon and T-Mobile and some of the biggest wireless players and IT services, which happen to be growing faster than products. At the moment, there is more work to be done wrapping around the deal than the actual products that the customer is buying. [00:04:32] Jay McBain: So in an industry that’s growing at 7%. On top of the world economy that’s grown at 2.2. This is the fastest growing industry, and it will be at least for the next 10 years, if not 2070 0.1% of this entire $5 trillion gets transacted through partners. While what we’re talking to today about the ultimate partner, 96% of this industry is surrounded by partners in one way or another. [00:05:01] Jay McBain: They’re there before the deal. They’re there at the deal. They’re there after the deal. Two thirds of our industry is now subscription consumption based. So every 30 days forever, and a customer for life becomes everything. So if every deal in medium, mid-market, and higher has seven partners, according to McKinsey, who are those seven people trying to get into the deal? [00:05:25] Jay McBain: While there’s millions of companies that have come into tech over the last 10 to 20 years. Digital agencies, accountants, legal firms, everybody’s come in. The 250,000 SaaS companies, a million emerging tech companies, there’s a big fight to be one of those seven trusted people at the table. So millions of companies and tens of millions of people our competing for these slots. [00:05:49] Jay McBain: So one of the pieces of research I’m most proud of, uh, in my analyst career is this. And this took over two years to build. It’s a lot of logos. Not this PowerPoint slide, but the actual data. Thousands of people hours. Because guess what? When you look at partners from the top down, the top 1000 partners, by capability and capacity, not by resale. [00:06:15] Jay McBain: It’s not a ranking of CDW and insight and resale numbers. It is the surrounding. Consulting, design, architecture, implementations, integrations, managed services, all the pieces that’s gonna make the next 20 years run. So when you start to look at this, 98% of these companies are private, so very difficult to get to those numbers and, uh, a ton of research and help from AI and other things to get this. [00:06:41] Jay McBain: But this is it. And if you look at this list, there’s a thousand logos out of the million companies. There’s a thousand logos that drive two thirds of all tech services in the world. $1.07 trillion gets delivered by a thousand companies, but here’s where it gets fun. Those companies in the middle, in blue, the 30 of them deliver more tech services than the next 970. [00:07:08] Jay McBain: Combined the 970 combined in white deliver more tech services. Then the next million combined. So if you think we live in an 80 20 rule or maybe a 99, a 95 5 rule, or a 99 1 rule, we actually live in a 99.9 0.1 parallel principle. These companies spread around the world evenly split across the uh, different regions. [00:07:35] Jay McBain: South Africa, Latin America, they’re all over. They split. They split among types. All of the Venn diagram I just showed from GSIs to VARs to MSPs, to agencies and other types of companies. But this is a really rich list and it’s public. So every company in the world now, if you’re looking at Transactable data, if you’re looking at quantifiable data that you can go put your revenue numbers against, it represents 70 to 80% of every company in this room’s Tam. [00:08:08] Jay McBain: In one piece of research. So what do you do below that? How do you cover a million companies that you can’t afford to put a channel account manager? You can’t afford to write programs directly for well after the top down analysis and all the wallet share and you know exactly where the lowest hanging fruit is for most of your tam. [00:08:28] Jay McBain: The available markets. The obtainable markets. You gotta start from the community level grassroots up. So you need to ask the question for the million companies and the maybe a hundred thousand companies out there, partner companies that are surrounding your customer. These are the seven partners that surround your customer. [00:08:48] Jay McBain: What do they read, where do they go, and who do they follow? Interestingly enough, our industry globally equates to only a thousand watering holes, a thousand companies at the top, a thousand places at the bottom. 35% of this audience we’re talking. Millions of people here love events and there’s 352 of them like this one that they love to go to. [00:09:13] Jay McBain: They love the hallway chats, they love the hotel lobby bar, you know, in a time reminded by the pandemic. They love to be in person. It’s the number one way they’re influenced. So if you don’t have a solid event strategy and you don’t have a community team out giving out socks every week, your competitors might beat you. [00:09:31] Jay McBain: 12% of this audience loves podcasts. It’s the Joe Rogan effect of our industry. And while you know, you may not think the 121 podcasts out there are important, well, you’re missing 12% of your audience. It’s over a million people. If you’re not on a weekly podcast in one of these podcasts in the world, there’s still people that read one of the 106 magazines in the world. [00:09:55] Jay McBain: There are people that love peer groups, associations, they wanna be part of this. There’s 15 different ways people are influenced. And a solid grassroots strategy is how you make this happen. In the last 10 years, we’ve created a number of billionaires. Bottom up. They never had to go talk to la large enterprise. [00:10:15] Jay McBain: They never had to go build out a mid-market strategy. They just went and give away socks and new community marketing. And this has created, I could rip through a bunch of names that became unicorns just in the last couple of years, bottoms up. You go back to your board walking into next year, top down, bottom up. [00:10:34] Jay McBain: You’ve covered a hundred percent of your tam, and now you’ve covered it with names, faces, and places. You haven’t covered it with a flywheel or a theory. And for 44 years, we have gone to our board every fourth quarter with flywheels and theory. Trust me, partners are important. The channel is key to us. [00:10:57] Jay McBain: Well, let’s talk at the point of this granularity, and now we’re getting supported by technology 261 entrepreneurs. Many of them in the room actually here that are driving this ability to succeed with seven partners in every deal to exchange data to be able to exchange telemetry of these prospects to be able to see twice or three times in terms of pipeline of your target addressable market. [00:11:26] Jay McBain: All these ai, um, technologies, agentic technologies are coming into this. It’s all about data. It’s all about quantifiable names, faces, and places. Now none of us should be walking around with flywheels, so let’s flip the flywheels. No. Uh, so we also look at, and I sold PCs for 17 years and that was in the high times of 40% margins for partners. [00:11:55] Jay McBain: But one interesting thing when you study the p and l for broad base of partners around the world, it’s changed pretty significantly in this last 20 year era. What the cloud era did is dropped hardware from what used to be 84% plus the break fix and things that wrap around it of the p and l to now 16% of every partner in the world. [00:12:16] Jay McBain: 84% of their p and l is now software and services. And if you look at profitability, it’s worse. It’s actually 87% is profitability wise. They’ve completely shifted in terms of where they go. Now we look at other parts of our market. I could go through every part of the pie of the slide, but we’re watching each of the companies, and if you can see here, this is what we want to talk about in terms of ultimate partner. [00:12:43] Jay McBain: Microsoft has outgrown AWS for 26 straight quarters. They don’t have a better product. They don’t have a better price, they don’t have better promotion. It’s all place. And I’ll explain why you guess here in the light green line. Exactly. The day that Google went a hundred percent all in partner, every deal, even if a deal didn’t have a partner, one of the 4% of deals that didn’t have a partner, they injected a partner. [00:13:09] Jay McBain: You can see on the left side exactly where they did it. They got to the point of a hundred percent partner driven. Rebuilt their programs, rebuilt their marketplace. Their marketplace is actually larger than Microsoft’s, and they grew faster than Microsoft. A couple of those quarters. It is a partner driven future, and now I have Oracle, which I just walked by as I walked from the hotel. [00:13:31] Jay McBain: Oracle with their RPOs will start to join. Maybe the list of three hyperscalers becomes the list of four in future slides, but that’s a growth slide. Market share is different. AWS early and commanding lead. And it plays out, uh, plays out this way. But we’re at an interesting moment and I stood up six years ago talking about the decade of the ecosystem after we went through a decade of sales starting in 1999 when we all thought we were born to be salespeople. [00:14:02] Jay McBain: We managed territories with our gut. The sales tech stack would have it different, that sales was a science, and we ended the decade 2009, looking at sales very differently in 2009. I remember being at cocktail parties where CMOs would be joking around that 50% of their marketing dollars were wasted. They just didn’t know which 50%. [00:14:23] Jay McBain: And I’ll tell you, that was really funny. In 2009 till every 58-year-old CMO got replaced by a 38-year-old growth hacker who walked in with 15,348 SaaS companies in their MarTech and ad tech stack to solve the problem, every nickel of marketing by 2019 was tracked. Marketo, Eloqua, Pardot, HubSpot, driving this industry. [00:14:50] Jay McBain: Now, we stood up and said the 28 moments that come before a sale are pretty much all partner driven. In the best case scenario, a vendor might see four of the moments. They might come to your website, maybe they read an ebook, maybe they have a salesperson or a demo that comes in. That’s four outta 28 moments. [00:15:10] Jay McBain: The other 24 are done by partners. Yeah, in the worst case scenario and the majority scenario, you don’t see any of the moments. All 28 happen and you lose a deal without knowing there ever was a deal. So this is it. We need to partner in these moments and we need to inject partners into sales and marketing, like no time before, and this was the time to do it. [00:15:33] Jay McBain: And we got some feedback in the Salesforce state of sales report, which doesn’t involve any partnerships or, or. Channel Chiefs or anything else. This is 5,500 of the biggest CROs in the world that obviously use Salesforce. 89% of salespeople today use partners every day. For the 11% who don’t, 58% plan two within a year. [00:15:57] Jay McBain: If you add those two numbers together, that’s magically the 96% number. They recognize that every deal has partners in it. In 2024, last year, half of the salespeople in the world, every industry, every country. Miss their numbers. For the minority who made their numbers, 84 point percent pointed to partners as the reason why they made their numbers. [00:16:21] Jay McBain: It was the cheat code for sales, so that modern salesperson that knows how to orchestrate a deal, orchestrate the 28 moments with the seven partners and get to that final spot is the winning formula. HubSpot’s number in separate research was 84% in marketing. So we’re starting to see partners in here. We don’t have to shout from the mountaintops. [00:16:44] Jay McBain: These communities like ultimate Partner are working and we’re getting this to the highest levels in the board. And I’ll say that, you know, when 20 years from now half of the companies we know and love fail after we’re done writing the book and blaming the CEO for inventing the thing that ended up killing them, blaming the board for fiduciary responsibility and letting it happen. [00:17:06] Jay McBain: What are the other chapters of the book? And I think it’s all in one slide. We are in this platform economy and the. [00:17:31] Jay McBain: So your battery’s fine. Check, check, check, check. Alright, I’ll, I’ll just hold this in case, but the companies that execute on all five of these areas, well. Not only today become the trillion dollar valued companies, but they become the companies of tomorrow. These will be the fastest growing companies at every level. [00:17:50] Jay McBain: Not only running a platform business, but participating in other platforms. So this is how it breaks out, and there are people at very senior levels, at very big companies that have this now posted in the office of the CEO winning on integrations is everything. We just went through a demographic shift this year where 51% of our buyers are born after 1982. [00:18:15] Jay McBain: Millennials are the number one buyer of the $5 trillion. Their number one buying criteria is not service. Support your price, your brand reputation, it’s integrations. The buy a product, 80% is good as the next one if it works better in their environment. 79% of us won’t buy a car unless it has CarPlay or Android Auto. [00:18:34] Jay McBain: This is an integration world. The company with the most integrations win. Second, there are seven partners that surround the customer. Highly trusted partners. We’re talking, coaching the customer’s, kids soccer team, having a cottage together up at the lake. You know, best men, bate of honors at weddings type of relationships. [00:18:57] Jay McBain: You can’t maybe have all seven, but how does Microsoft beat AWS? They might have had two, three, or four of them saying nice things about them instead of the competition. Winning in service partnerships and channel partnerships changes by category. If you’re selling MarTech, only 10% of it today is resold, so you build more on service partnerships. [00:19:18] Jay McBain: If you’re in cybersecurity today, 91.6% of it is resold. Transacted through partners. So you build a lot of channel partnerships, plus the service partnerships, whatever the mix is in your category, you have to have two or three of those seven people. Saying nice things about you at every stage of the customer journey. [00:19:38] Jay McBain: Now move over to alliances. We have already built the platforms at the hyperscale level. We’ve built the platforms within SaaS, Salesforce, ServiceNow, Workday, Marketo, NetSuite, HubSpot. Every buyer has a set of platforms that they buy. We’ve now built them in cybersecurity this year out of 6,500 as high as cyber companies, the top five are starting to separate. [00:20:02] Jay McBain: We built it in distribution, which I’ll show in a minute. We’re building it in Telco. This is a platform economy and alliances win and you have alliances with your competitors ’cause you compete in the morning, but you’re best friends by the afternoon. Winning in other platforms is just as important as driving your own. [00:20:20] Jay McBain: And probably the most important part of this is go to market. That sales, that marketing, the 28 moments, the every 30 days forever become all a partner strategy. So there’s still CEOs out there that believe platform is a UI or UX on a bunch of disparate products and things you’ve acquired. There’s still CFOs out there that Think platform is a pricing model, a bundle model of just getting everything under one, you know, subscription price or consumption price. [00:20:51] Jay McBain: And it’s not, platforms are synonymous with partnerships. This is the way forward and there’s no conversation around ai. That doesn’t involve Nvidia over there, an open AI over here and a hyperscaler over there and a SaaS company over here. The seven layer stack wins every single time, and the companies that get this will be the ones that survive this cycle. [00:21:16] Jay McBain: Now, flipping over to marketplaces. So we had written research that, um, about five years ago that marketplaces were going to grow at 82% compounded. Yeah, probably one of the most accurate predictions we ever made, because it happened, we, we predicted that, uh, we were gonna get up to about $85 billion. Well, now we’ve extended that to 2030, so we’re gonna get up to $163 billion, and the thing that we’re watching is in green. [00:21:46] Jay McBain: If 96% of these deals are partner assisted in some way, how is the economics of partnering going to work? We predicted that 50% of deals by 2027. Would be partner funded in some way. Private offers multi-partner offers distributor sellers of record, and now that extends to 59% by 2030, the most senior leader of the biggest marketplace AWS, just said to us they’re gonna probably make these numbers on their own. [00:22:14] Jay McBain: And he asked what their two competitors are doing. So he’s telling us that we under called this. Now when you look at each of the press releases, and this is the AWS Billion Dollar Club. Every one of the companies on the left have issued a press release that they’re in the billion dollar club. Some of them are in the multi-billions, but I want you to double click on this press release. [00:22:35] Jay McBain: I’m quoted in here somewhere, but as CrowdStrike is building the marketplace at 91% compounded, they’re almost doubling their revenue every single year. They’re growing the partner funding, in this case, distributor funding by 3548%. Almost triple digit growth in marketplace is translating into almost quadruple digit growth in funding. [00:23:01] Jay McBain: And you see that over and over again as, as Splunk hit three, uh, billion dollars. The same. Salesforce hit $2 billion on AWS in Ulti, 18 months. They joined in October 20, 23, and 18 months later, they’re already at $2 billion. But now you’re seeing at Salesforce, which by the way. Grew up to $40 billion in revenue direct, almost not a nickel in resell. [00:23:28] Jay McBain: Made it really difficult for VARs and managed service providers to work with Salesforce because they couldn’t understand how to add services to something they didn’t book the revenue for. While $40 billion companies now seeing 70% of their deals come through partners. So this is just the world that we’re in. [00:23:44] Jay McBain: It doesn’t matter who you are and what industry you’re in, this takes place. But now we’re starting to see for the first time. Partners join the billion dollar club. So you wonder about partnering and all this funding and everything that’s working through Now you’re seeing press releases and companies that are redoing their LinkedIn branding about joining this illustrious club without a product to sell and all the services that wrap around it. [00:24:10] Jay McBain: So the opening session on Microsoft was interesting because there’s been a number of changes that Microsoft has done just in the last 30 days. One is they cut distribution by two thirds going from 180 distributors to 62. They cut out any small partner lower than a thousand dollars, and that doesn’t sound like a lot, but that’s over a hundred thousand partners that get deed tightening the long tail. [00:24:38] Jay McBain: They we’re the first to really put a global point system in place three years ago. They went to the new commerce experience. If you remember, all kinds of changes being led by. The biggest company for the channel. And so when we’re studying marketplaces, we’re not just studying the three hyperscalers, we’re studying what TD Cynic is doing with Stream One Ingram’s doing with Advant Advantage Aerosphere. [00:25:01] Jay McBain: Also, we’re watching what PAX eight, who by the way, is the 365 bestseller for Microsoft in the world. They are the cybersecurity leader for Microsoft in the world and the copilot. Leader in the world for Microsoft and Partner of the Year for Microsoft. So we’re watching what the cloud platforms are doing, watching what the Telco are doing, which is 25 cents out of every dollar, if you remember that pie chart, watching what the biggest resellers are converting themselves into. [00:25:30] Jay McBain: Vince just mentioned, you know, SHI in the changes there watching the managed services market and the leaders there, what they’re doing in terms of how this industry’s moving forward. By the way, managed services at $608 billion this year. Is one and a half times larger than the SaaS industry overall. [00:25:48] Jay McBain: It’s also one and a half times larger than all the hyperscalers combined. Oracle, Alibaba, IBM, all the way down. This is a massive market and it makes up 15 to 20 cents of every dollar the customer spend. We’re watching that industry hit a trillion dollars by the end of the decade, and we’re watching 150 different marketplace development platforms, the distribution of our industry, which today is 70.1% indirect. [00:26:13] Jay McBain: We’re starting to see that number, uh, solidify in terms of marketplaces as well. Watching distributors go from that linear warehouse in a bank to this orchestration model, watching some of the biggest players as the world comes around, platforms, it tightens around the place. So Caresoft, uh, from from here is the sixth biggest distributor in the world. [00:26:40] Jay McBain: Just shows you how big the. You know, biggest client in the world is that they serve. But understand that we’re publishing the distributor 500 list, but it’ll be the same thing. That little group in blue in the middle today, you know, drives almost two thirds of the market. So what happens in all this next stage in terms of where the dollars change hands. [00:27:07] Jay McBain: And the economics of partnering themselves are going through the most radical shift that we’ve seen ever. So back to the nineties, and, and for those of you that have been channel chiefs and running programs, we went to work every day. You know, everything’s on fire. We’re trying to check hundred boxes, trying to make our program 10% better than our competitors. [00:27:30] Jay McBain: Hey, we gotta fix our deal registration program today, and our incentives are outta whack or training programs or. You know, not where they need to be. Our certification, you know, this was the life of, uh, of a channel chief. Everybody thought we were just out drinking in the Caribbean with our best partners, but we were under the weight of this. [00:27:49] Jay McBain: But something interesting has happened is that we turned around and put the customer at the middle of our programs to say that those 28 moments in green before the sale are really, really important. And the seven partners who participate are really important. Understanding. The customer’s gonna buy a seven layer stack. [00:28:09] Jay McBain: They’re gonna buy it With these seven partners, the procurement stage is much different. The growth of marketplaces, the growth of direct in some of these areas, and then long term every 30 days forever in a managed service, implementations, integrations, how you upsell, cross-sell, enrich a deal changes. So how would you build a program that’s wrapped around the customer instead of the vendor? [00:28:35] Jay McBain: And we’re starting to hear our partners shout back to us. These are global surveys, big numbers, but over half of our partners, regardless of type, are selling consulting to their customer. Over half are designing architecting deals. A third of them are trying to be system integrators showing up at those implementation integration moments. [00:28:55] Jay McBain: Two thirds of them are doing managed services, but the shocking one here is 44% of our partners, regardless of type, are coding. They’re building agents and they’re out helping their customer at that level. So this is the modern partner that says, don’t typecast me. You may have thought of me in your program. [00:29:14] Jay McBain: You might have me slotted as a var. Well, I do 3.2 things, and if I don’t get access to those resources, if you don’t walk me to that room, I’m not gonna do them with you. You may have me as a managed service provider that’s only in the morning. By the afternoon I’m coding, and by the next morning I’m implementing and consulting. [00:29:33] Jay McBain: So again, a partner’s not a partner. That Venn diagram is a very loose one now, as every partner on there is doing 3.2 different business models. And again, they’re telling us for 43 years, they said, I want more leads this year it changed. For the first time, I want to be recognized and incentivized as more than just a cash register for you. [00:29:57] Jay McBain: I want you to recognize when I’m consulting, when I’m designing, when you’re winning deals, because of my wonderful services, by the way, we asked the follow up question, well, where should we spend our money with you? And they overwhelmingly say, in the consulting stage, you win and lose deals. Not at moment 28. [00:30:18] Jay McBain: We’re not buying a pack of gum at the gas station. This is a considered purchase. You win deals from moment 12 through 16 and I’m gonna show you a picture of that later, and they say, you better be spending your money there, or you’re not gonna win your fair share or more than your fair share of deals. [00:30:36] Jay McBain: The shocking thing about this is that Microsoft, when they went to the point system, lifted two thirds of all the money, tens of billions of dollars, and put it post-sale, and we were all scratching our heads going. Well, if the partners are asking for it there, and it seems like to beat your biggest competitors, you want to win there. [00:30:54] Jay McBain: Why would you spend the money on renewal? Well, they went to Wall Street and Goldman Sachs and the people who lift trillions of dollars of pension funds and said, if we renew deals at 108%, we become a cash machine for you. And we think that’s more valuable than a company coming out with a new cell phone in September and selling a lot of them by Christmas every year. [00:31:18] Jay McBain: The industry. And by the way, wall Street responded, Microsoft has been more valuable than Apple since. So we talk in this now multiplier language, and these are reports that we write, uh, at AMIA at canals. But talking about the partner opportunity in that customer cycle, the $6 and 40 cents you can make for every dollar of consumption, or the $7 and 5 cents you can make the $8 and 45 cents you can make. [00:31:46] Jay McBain: There’s over 24 companies speaking at this level now, and guess what? It’s not just cloud or software companies. Hardware companies are starting to speak in this language, and on January 25th, Cisco, you know, probably second to Microsoft in terms of trust built with the channel globally is moving to a full point system. [00:32:09] Jay McBain: So these are the changes that happen fast. But your QBR with your partners now less about drinking beers at the hotel lobby bar and talking dollar by dollar where these opportunities are. So if you’re doing 3.2 of these things, let’s build out a, uh, a play where you can make $3 for every dollar that we make. [00:32:28] Jay McBain: And you make that profitably. You make it in sticky, highly retained business, and that’s the model. ’cause if you make $3 for every dollar. We make, you’re gonna win Partner of the year, and if you win partner of the year, that piece of glass that you win on stage, by the time you get back to your table, you’re gonna have three offers to buy your business. [00:32:51] Jay McBain: CDW just bought a w. S’s Partner of the Year. Insight bought Google’s eight time partner of the year. Presidio bought ServiceNow’s, partner of the year over and over and over again. So I’m at Octane, I’m at CrowdStrike, I’m at all these events in Vegas every week. I’m watching these partners of the year. [00:33:05] Jay McBain: And I’m watching as the big resellers. I’m watching as the GSIs and the m and a folks are surrounding their table after, and they’re selling their businesses for SaaS level valuations. Not the one-to-one service valuation. They’re getting multiples because this is the new future of our industry. This is platform economics. [00:33:25] Jay McBain: This is winning and platforms for partners. Now, like Vince, I spent 20 minutes without talking about ai, but we have to talk about ai. So the next 20 years as it plays out is gonna play out in phases. And the first thing you know to get it out of the way. The first two years since that March of 23, has been underwhelming, to say the least. [00:33:47] Jay McBain: It’s been disappointing. All the companies that should have won the biggest in AI have been the most disappointing. It’s underperformed the s and p by a considerable amount in terms of where we are. And it goes back to this. We always overestimate the first two years, but we underestimate the first 10. [00:34:07] Jay McBain: If you wanna be the point in time person and go look at that 1983 PC or the 1995 internet or that 2007 iPhone or that whatever point in time you wanna look at, or if you want to talk about hallucinations or where chat chip ET version five is version, as opposed to where it’s going to be as it improves every six months here on in. [00:34:30] Jay McBain: But the fact of the matter is, it’s been a consumer trend. Nvidia got to be the most valuable company in the world. OpenAI was the first company to 2 billion users, uh, in that amount of speed. It’s the fastest growing product ever in history, and it’s been a consumer win this trillions of dollars to get it thrown around in the press releases. [00:34:49] Jay McBain: They’re going out every day, you know, open ai, signing up somebody new or Nvidia, investing in somebody new almost every single day in hundreds of billions of dollars. It is all happening really on the consumer side. So we got a little bit worried and said, is that 96% of surround gonna work in ag agentic ai? [00:35:10] Jay McBain: So we went and asked, and the good news is 88% of end customers are using partners to work through their ag agentic strategy. Even though they’re moving slow, they’re actually using partners. But what’s interesting from a partner perspective, and this is new research that out till 2030. This is the number one services opportunity in the entire tech or telco industry. [00:35:34] Jay McBain: 35.3% compounded growth ending at $267 billion in services. Companies are rebuilding themselves, building out practices, and getting on this train and figuring out which vendors they should hook their caboose to as those trains leave the station. But it kind of plays out like this. So in the next three to five years, we’re in this generative, moving into agentic phase. [00:36:01] Jay McBain: Every partner thinks internally first, the sales and marketing. They’re thinking about their invoicing and billing. They’re thinking about their service tickets. They’re thinking about creating a business that’s 10% better than their competitors, taking that knowledge into their customers and drive in business. [00:36:17] Jay McBain: But we understand that ag agentic AI, as it’s going to play out is not a product. A couple of years ago, we thought maybe a copilot or an agent force or something was going to be the product that everybody needed to buy, and it’s not a product, it’s gonna show up as a feature. So you go back in the history of feature ads and it’s gonna show up in software. [00:36:38] Jay McBain: So if you’re calling in SMB, maybe you’re calling on a restaurant. The restaurant isn’t gonna call OpenAI or call Microsoft or call Nvidia directly. They’re running their restaurant. And they may have chosen a platform like Toast Square, Clover, whatever iPads people are running around with, runs on a platform that does everything in their business, does staffing, does food ordering, works with Uber Eats, does everything end to end? [00:37:08] Jay McBain: They’re gonna wait to one of those platforms, dries out agent AI for them, and can run the restaurant more effectively, less human capital and more consistently, but they wait for the SaaS platform as you get larger. A hundred, 150 people. You have vice presidents. Each of those vice presidents already have a SaaS stack. [00:37:28] Jay McBain: I talked about Salesforce, ServiceNow, Workday, et cetera. They’ve already built that seven layer model and in some cases it’s 70 layers. But the fact is, is they’re gonna wait for those SaaS layers to deliver ag agentic to them. So this is how it’s gonna play out for the next three and a half, three to five years. [00:37:45] Jay McBain: And partners are realizing that many of them were slow to pick up SaaS ’cause they didn’t resell it. Well now to win in this next three to half, three to five years, you’re gonna have to play in this environment. When you start looking out from here, the next generation, you know, kind of five through 15 years gets interesting in more of a physical sense. [00:38:06] Jay McBain: Where I was yesterday talking about every IOT device that now is internet access, starts to get access to large language models. Every little sensor, every camera, everything that’s out there starts to get smart. But there’s a point. The first trillionaire, I believe, will be created here. Elon’s already halfway there. [00:38:24] Jay McBain: Um, but when Bill Gates thought there was gonna be a PC in every home, and IBM thought they were gonna sell 10,000 to hobbyists, that created the richest person in the world for 20 years, there will be a humanoid in every home. There’s gonna be a point in time that you’re out having drinks with your friends, and somebody’s gonna say, the early adopter of your friends is gonna say. [00:38:46] Jay McBain: I haven’t done the dishes in six weeks. I haven’t done the laundry. I haven’t made my bed. I haven’t mowed the lawn. When they say that, you’re gonna say, well, how? And they’re gonna say, well, this year I didn’t buy a new car, but I went to the car dealership and I bought this. So we’re very close to the dexterity needed. [00:39:05] Jay McBain: We’ve got the large language models. Now. The chat, GPT version 10 by then is going to make an insane, and every house is gonna have one of the. [00:39:17] Jay McBain: This is the promise of ai. It’s not humanoid robots, it’s not agents. It’s this. 99% of the world’s business data has not been trained or tuned into models yet. Again, this is the slow moving business. If you want to think about the 99% of business data, every flight we’ve all taken in this room sits on a saber system that was put in place in 1964. [00:39:43] Jay McBain: Every banking transaction, we’ve all made, every withdrawal, every deposit sits on an IBM mainframe put in place in the sixties or seventies. 83% of this data sits in cold storage at the edge. It’s not ready to be moved. It’s not cleansed, it’s not, um, indexed. It’s not in any format or sitting on any infrastructure that a large language model will be able to gobble up the data. [00:40:10] Jay McBain: None of the workflows, none of the programming on top of that data is yet ready. So this is your 10 to 20 year arc of this era that chat bot today when they cancel your flight is cute. It’s empathetic, it feels bad for you, or at least it seems to, but it can’t do anything. It can’t book you the Marriott and get you an Uber and then a 5:00 AM flight the next morning. [00:40:34] Jay McBain: It can’t do any of that. But more importantly, it doesn’t know who you are. I’ve got 53 years of flights under my belt and they, I’m the person that get me within six hours of my kids and get me a one-way Hertz rental. You know, if there’s bad weather in Miami, get me to Tampa, get me a Hertz, I’m driving home, I’m gonna make it home. [00:40:56] Jay McBain: I’m not the 5:00 AM get me a hotel person. They would know that if they picked up the flights that I’ve taken in the past. Each of us are different. When you get access to the business data and you become ag agentic, everything changes. Every industry changes because of this around the customers. When you ask about this 35% growth, working on that data, working in traditional consulting and design and implementation, working in the $7 trillion of infrastructure, storage, compute, networking, that’s gonna be around, this is a massive opportunity. [00:41:30] Jay McBain: Services are gonna continue to outgrow products. Probably for the next five to 10 years because of this, and I’m gonna finish here. So we talked a lot about quantifying names, faces, places, and I think where we failed the most as ultimate partners is underneath the tam, which every one of our CEOs knows to the decimal point underneath the TAM that our board thinks they’re chasing. [00:41:59] Jay McBain: We’ve done a very poor job. Of talking about the available markets and obtainable markets underneath it, we, we’ve shown them theory. We’ve shown them a bunch of, you know, really smart stuff, and PowerPoint slides up the wazoo, but we’ve never quantified it for them. If they wanna win, if they want to get access, if they want to double their pipeline, triple their pipeline, if they wanna start winning more deals, if they wanna win deals that are three times larger, they close two times faster. [00:42:31] Jay McBain: And they renew 15% larger. They have to get into the available and obtainable markets. So just in the last couple weeks I spoke at Cribble, I spoke at Octane, I spoke at CrowdStrike Falcon. All three of those companies at the CEO level, main stage use those exact three numbers, three x, two x, 15%. That’s the language of platforms, and they’re investing millions and millions and millions of dollars on teams. [00:42:59] Jay McBain: To go build out the Sam Andal in name spaces and places. So you’ve heard me talk about these 28 moments a lot. They’re the ones that you spend when you buy a car. Some people spend one moment and they drive to the Cadillac dealership. ’cause Larry’s been, you know, taking care of the family for 50 years. [00:43:18] Jay McBain: Some people spend 50 moments like I do, watching every YouTube video and every, you know, thing on the internet. I clear the internet cover to cover. But the fact is, is every deal averages around these 28 moments. Your customer, there’s 13 members of the buying committee today. There’s seven partners and they’re buying seven things. [00:43:37] Jay McBain: There’s 27 things orchestrating inside these 28 moments. And where and how they all take place is a story of partnering. So a couple of years ago, canals. Latin for channel was acquired by amia, which is a part of Informa Tech Target, which is majority owned by Informa. All that being said, there’s hundreds of magazines that we have. [00:44:00] Jay McBain: There’s hundreds of events that we run. If somebody’s buying cybersecurity, they probably went to Black Hat or they probably went to GI Tech. One of these events we run, or one of the magazines. So we pick up these signals, these buyer intent signals as a company. Why did they wanna, um, buy a, uh, a Canals, which was a, you know, a small analyst firm around channels? [00:44:22] Jay McBain: They understood this as well. The 28 moments look a lot like this when marketers and salespeople are busy filling in the spots of every deal. And by the way, this is a real deal. AstraZeneca came in to spend millions of dollars on ASAP transformation, and you can start to see as the customer got smart. [00:44:45] Jay McBain: The eBooks, they read the podcasts, they listened to the events they went to. You start to see how this played out over the long term. But the thing we’ve never had in our industry is the light blue boxes. This deal was won and lost in December. In this particular case, NTT software won and Yash came in and sold the customer five projects. [00:45:07] Jay McBain: The millions of dollars that were going to be spent were solved here. The design and architecture work was all done here. A couple of ISVs You see in light blue came in right at the end, deal was closed in April. You see the six month cycle. But what if you could fill in every one of the 28 boxes in every single customer prospect that your sales and marketing team have? [00:45:30] Jay McBain: But here’s the brilliance of this. Those light blue boxes didn’t win the deals there. They won the deals months before that. So when NTT and Software one walked into this deal. They probably won the deal back in October and they had to go through the redlining. They had to go through the contracting, they had to go through all the stuff and the Gantt chart to get started. [00:45:54] Jay McBain: But while your CMO is getting all excited about somebody reading an ebook and triggering an MQL that the sales team doesn’t want, ’cause it’s not qualified, it’s not sales qualified, you walk in and say, no, no. This is a multimillion deal, dollar deal. It’s AstraZeneca. I know the five partners that are coming in in December to solidify the seven layers, and you’re walking in at the same time as the CMOs bragging about an ebook. [00:46:21] Jay McBain: This changes everything. If we could get to this level of data about every dollar of our tam, we not only outgrow our competitors, we become the platforms of the next generation. Partnering and ultimate partnering is all here. And this is what we’re doing in this room. This is what we’re doing over these couple of days, and this is what, uh, the mission that Vince is leading. [00:46:43] Jay McBain: Thank you so much. [00:46:47] Vince Menzione: Woo. Day in the house. Good to see you my friend. Good to see you. Oh, we’re gonna spend a couple minutes. Um, I’m put you in the second seat. We’re gonna put, we’re gonna make it sit fireside for a minute. Uh, that was intense. It was pretty incredible actually, Jay. And so I’m, I think I wanna open it up ’cause we only have a few minutes just to, any questions? [00:47:06] Vince Menzione: I’m sure people are just digesting. We already have one up here. See, [00:47:09] Question: Jay knows I’m [00:47:10] Vince Menzione: a question. I love it. We, I don’t think we have any I can grab a mic, a roving mic. I could be a roving mic person. Hold on. We can do this. This is not on. [00:47:25] Vince Menzione: Test, test. Yes it is. Yeah. [00:47:26] Question: Theresa Carriol dared me to ask a question and I say, you don’t have to dare me. You know, I’m going to Anyway. Um, so Jay, of the point of view that with all of the new AI players that strategic alliances is again having a moment, and I was curious your point of view on what you’re seeing around this emergence and trend of strategic alliances and strategic alliance management. [00:47:52] Question: As compared to channel management. And what are you seeing in terms of large vendors like AWS investing in that strategic alliance role versus that channel role training, enablement, measurement, all that good stuff? [00:48:06] Jay McBain: Yeah, it’s, it’s a great question. So when I told the story about toast at the restaurant or Square or Clover, they’re not call, they’re not gonna call open AI or Nvidia themselves either. [00:48:17] Jay McBain: When you look out at the 250,000 ISVs. That make up this AI stack, there is the layers that happen there. So the Alliance with AWS, the alliance they have with Microsoft or Google is going to be how they generate agent AI in their platforms. So when I talk about a seven layer stack, the average deal being seven layers, AI is gonna drive this to nine, and then 11, then probably 13. [00:48:44] Jay McBain: So in terms of how alliances work, I had it up there as one of the five core strategies, and I think it’s pretty even. You can have the best alliances in the world, but if the seven partners trusted by the customer don’t know what that alliance is and the benefits to the customer and never mention it, it’s all for Naugh. [00:49:00] Jay McBain: If you’re go-to market, you’re co-selling, your co-marketing strategies are not built around that alliance. It’s all for naught. If the integration and the co-innovation, the co-development, the all the co-creation work that’s done inside these alliances isn’t translated to customer outcomes, it’s all for naugh. [00:49:17] Jay McBain: These are all five parallel swim lanes. All five are absolutely critically needed. And I think they’re all five pretty equally weighted in terms of needing each other. Yes. To be successful in the era of platforms. Yeah. [00:49:32] Vince Menzione: And the problem is they’re all stove pipe today. If, if at all. Yeah. Maintained, right. [00:49:36] Vince Menzione: Alliances is an example. Channels and other example. They don’t talk to one another. Judge any, we’ve got a mic up here if anybody else has. Yep. We have some questions here, Jacqueline. [00:49:51] Question: So when we’re developing our channel programs, any advice on, you know, what’s the shift that we should make six months from now, a year from now? The historical has been bronze, silver, gold, right? And you’ve got your deal registration, but what’s the future look like? [00:50:05] Jay McBain: Yeah, so I mean, the programs are, are changing to, to the point where the customer should be in the middle and realizing the seven partners you need to win the deal. [00:50:15] Jay McBain: And depending on what category of product you’re in, security, how much you rely on resell, 91.6%. You know, the channel partners are gonna be critical where the customer spends the money. And if you’re adding friction to that process, you’re adding friction in terms of your growth. So you know, if you’re in cybersecurity, you have to have a pretty wide open reseller model. [00:50:39] Jay McBain: You have to have a wide open distribution model, and you have to make sure you’re there at that point of sale. While at the same time, considering the other six partners at moment 12 who are in either saying nice things about you or not, the customer might even be starting with you. ’cause there is actually one thing that I didn’t mention when I showed the 28 moments filled in. [00:51:00] Jay McBain: You’ll notice that the customer went to AWS twice direct. AWS lost the deal. Microsoft won the deal software. One is Microsoft’s biggest reseller in the world. They just acquired crayon. NTT who, who loves both had their Microsoft team go in. [00:51:18] Question: Mm. [00:51:19] Jay McBain: So I think that they went to AWS thinking it was A-W-S-S-A-P, you know, kind of starting this seven layer stack. [00:51:25] Jay McBain: I think they finished those, you know, critical moments in the middle looking at it. And then they went back to AWS kind of going probably WWTF. Yeah. What we thought was happening isn’t actually the outcome that was painted by our most trusted people. So, you know, to answer your question, listen to your partners. [00:51:43] Jay McBain: They want to be recognized for the other things they’re doing. You can’t be spending a hundred percent of the dollars at the point of sale. You gotta have a point of system that recognizes the point of sale, maybe even gold, silver, bronze, but recognizing that you’re paying for these other moments as well. [00:51:57] Jay McBain: Paying for alliances, paying for integrations and everything else, uh, in the cyber stack. And, um, you know, recognizing also the top 1000. So if I took your tam. And I overlaid those thousand logos. I would be walking into 2026 the best I could of showing my company logo by logo, where 80% of our TAM sits as wallet share, not by revenue. [00:52:25] Jay McBain: Remember, a million dollar partner is not a million dollar partner. One of them sells 1.2 million in our category. We should buy them a baseball cap and have ’em sit in the front row of our event. One of them sells $10 million and only sells our stuff if the customer asks. So my company should be looking at that $9 million opportunity and making sure my programs are writing the checks and my coverage. [00:52:48] Jay McBain: My capacity and capability planning is getting obsessed over that $9 million. My farmers can go over there, my hunters can go over here, and I should be submitting a list of a thousand sorted in descending order of opportunity. Of where my company can write program dollars into. [00:53:07] Vince Menzione: Great answer. All right. I, I do wanna be cognizant of time and the, all the other sessions we have. [00:53:14] Vince Menzione: So we’ll just take one other question if there are any here and if not, we’ll let I know. Jay, you’re gonna be mingling around for a little while before your flight. I’m [00:53:21] Jay McBain: here the whole day. [00:53:22] Vince Menzione: You, you’re the whole day. I see that Jay’s here the whole day. So if you have any other questions and, and, uh, sharing the deck is that. [00:53:29] Vince Menzione: Yep. Alright. We have permission to share the deck with the each of you as well. [00:53:34] Jay McBain: Alright, well thank you very much everyone. Jay. Great to have you.

Get Sam's AI Executive Coach Playbook - his exact system for everything from revenue optimization to life decisions: https://clickhubspot.com/dhn Episode 778: Sam Parr ( ⁠https://x.com/theSamParr⁠ ) talks to Brian Halligan ( https://x.com/bhalligan ) about the highs and lows of building HubSpot.  — Show Notes: (0:00) Are you happy? (2:57) Does it ever stop sucking? (5:18) Do you have imposter syndrome? (6:55) Were the trade offs worth it? (11:53) Is AI a bubble? (14:47) Do you have to be liked? (17:02) What would you do if you had to start over? (29:36) What did you get wrong? — Links: • Marketing Lessons From The Grateful Dead - https://tinyurl.com/ydmyh6f9  — Check Out Shaan's Stuff: • Shaan's weekly email - https://www.shaanpuri.com  • Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents. • Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies! Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano //

Most sales outreach blends into the noise not because sellers lack effort, but because they approach prospects the same way everyone else does. In this episode, Ashley Winston breaks down why traditional outreach tactics fall flat and how sales professionals can stand out by leading with relevance, clarity, and genuine curiosity. We explore how to create conversations that feel natural, human, and worth responding to.Why Prospects Ignore Most Sales Outreach (00:02:10 – 00:03:35)Ashley explains that buyers aren't ignoring messages because they're rude, they're overwhelmed.Generic outreach, vague value statements, and self-focused messaging give prospects no reason to engage.The real issue isn't volume, it's relevance.The Biggest Mistake Salespeople Make in Messaging (00:03:35 – 00:05:10)Most outreach talks about the seller instead of the buyer.Ashley shares why messaging that leads with credentials, features, or company history immediately creates disengagement.Prospects care less about who you are and more about whether you understand them.How to Personalize Without Overcomplicating It (00:05:10 – 00:06:55)Personalization doesn't mean writing long messages.Ashley explains how small signals like role relevance, timing, and context, dramatically increase response rates without extra effort.Relevance beats creativity every time.Using Curiosity Instead of Pressure (00:06:55 – 00:08:30)Rather than pushing meetings, Ashley encourages sellers to spark curiosity.Open-ended questions invite conversation and reduce resistance, making prospects feel in control instead of sold to.Pressure ends conversations. Curiosity starts them.How to Earn Replies Without Chasing Prospects (00:08:30 – 00:10:05)Ashley breaks down why follow-ups fail when there's no value added.Each touchpoint should introduce a new insight, observation, or reason to respond not just “checking in.”Silence is feedback. Adjust accordingly.What High-Performing Sellers Do Differently (00:10:05 – 00:12:10)Top performers focus on quality conversations, not activity metrics.Ashley explains how intentional outreach, patience, and consistency lead to better pipeline health and stronger relationships.Selling is about connection, not coercion.Key Lesson: Make It About Them, Not You (00:12:10 – 00:13:55)When outreach is centered on the buyer's world, challenges, and priorities, responses come naturally.Sales success comes from empathy, relevance, and respect, not persistence alone.“If your message doesn't immediately answer ‘Why should I care?', it won't get a reply.” – Ashley WinstonResourcesWant help applying these strategies directly to your pipeline and hitting your quota?Join The Sales Evangelist Mastermind, a 90-day program designed to help you close more deals and hit your number.Learn more at thesalesevangelist.com/mastermindSponsorship OffersThis episode is brought to you in part by HubSpot.With HubSpot Sales Hub, your data, tools, and teams come together on one platform to help you close deals faster. Try it at hubspot.com/sales.This episode is brought to you in part by LinkedIn.Tired of prospects not responding? Get a free 60-day trial of LinkedIn Sales Navigator at linkedin.com/tse.This episode is brought to you in part by the TSE Sales Foundation.Improve your LinkedIn outreach and land 3–5 appointments with our LinkedIn Prospecting Course.Visit

Joe and Robert kick off their annual predictions episode by grading last year's forecasts using ChatGPT. They revisit what hit, what missed, and why context often ruins otherwise solid predictions. Along the way, they discuss AI's uneven progress, platform power shifts, crypto hype, nostalgia marketing, podcast attrition, and the growing tension between tech optimism and cultural fatigue. The episode closes with fresh predictions spanning marketing, media, sports, and culture. Key Topics and Takeaways 2025 Predictions Reviewed (with AI grading) BlueSky stalls while X stabilizes and improves monetization TikTok avoids a ban and continues to grow despite regulatory pressure AI image tools (including early Sora) underwhelm initially Bitcoin fails to hit $200K despite strong institutional momentum Generative AI stumbles, but without a single catastrophic "AI Chernobyl" Online sports gambling faces increased scrutiny and structural pullbacks Podcast attrition accelerates quietly ("pod fading") Major brands lean hard into nostalgia as a hedge against AI sameness One major political prediction completely misses 2026 Prediction Overview Joe goes deep into the importance of email as an indication of humanity and states that the reply rate will be the key KPI for email moving forward. In addition, he makes big bets on: - Famous creators stopping their channels - Elon Musk's net worth at the end of the year - Apple buying Disney Robert believes that AI strategy will no longer be in vogue, and marketers will stop using it altogether because AI will be integrated into everything. Robert also discusses "the Mamdani effect" and how it will take over the election process. Tune in to the episode to get all the predictions right up to the very last minute.  Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing.  ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts.  All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/  Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork

Here's a problem that'll make your head spin: What do you do when you can sell way more than your company can produce? That's the question posed by Dylan Noah from Toronto. Dylan sells craft cider to bars and restaurants across his territory. He's the only salesperson for a small producer, working with limited tools (no proper CRM), and here's the kicker: he could sell a million dollars' worth of product, but production isn't enough to meet that demand. If you're shaking your head thinking this is a champagne problem, you're half right. But for Dylan trying to hit his income goals through commissions, it's a real constraint that's costing him money every single day. The CRM Obsession Is a Distraction Let's tackle the first issue head on. Dylan is worried he doesn't have the right CRM tools to manage his accounts and hit his numbers. Here's the brutal truth: at one point in time, salespeople sold a lot of cider, beer, wine, liquor, and all kinds of other stuff without any CRM at all. They used index cards in a box. They had lists on paper. And they crushed it. You're a small business with one salesperson working with 3,000 to 7,000 potential accounts in your territory. The last thing you should worry about right now is a $40,000 CRM system. Could you use automation for email sequences and promotions? Absolutely. Should you eventually invest in something like HubSpot or Pipedrive? Yes. But right now, what you need is a simple system to identify your best accounts and focus your time there. You're not going to hit $1 million across 3,000 accounts. You're going to hit it across 500 accounts that are the biggest restaurants and bars, where they like you, their customers like cider, and where you can create events and experiences that spike sales. Use a spreadsheet. Use index cards. Use whatever basic tool you've got right now. Create a 30-60-90 day system where you know who you're calling on in the next 30 days, the next 60 days, and the next 90 days. Build a list of your top 250 accounts that buy the most from you. That's where you live. Stop obsessing over tools you don't have and start maximizing the opportunity in front of you. Scarcity Is Your Secret Weapon This brings us to the real issue: production capacity. Dylan can sell it, but his company can't make enough of it. The bourbon distillers in America are dealing with this exact problem right now. They ramped up production years ago based on projected demand, and now they're sitting on excess inventory that's aging out. It's a delicate balance, and if you make too much, it goes bad and you lose everything. Here's what most salespeople don't understand about scarcity: it's actually a competitive advantage if you manage it right. When you have limited product, you're always going to be in an ebb and flow situation. Sometimes you'll have an abundance of one product type. Sometimes you'll have high demand products in short supply. The key is building a system that lets you move fast when opportunity strikes. This is where building buying profiles for every single customer becomes essential. You need to know which accounts buy which types of products, what their purchase patterns look like, and what their potential is (high, medium, or low). Think about it like your account coverage pyramid. When you have product available, you start at the top with your highest value accounts and work your way down. You're not treating all 150 accounts the same. You're prioritizing based on potential. When you have an abundance of one product type, you go directly to the customers who buy that product and say, "Hey, I've got product right now. Do you want to buy?" You can run specials. You can offer incentives (within legal limits). You move it fast. When your high demand products come in, you call your best accounts first and say, "I've got ten cases of this. I'm calling you first. How many do you want?" Then you go down your list. Most of the time, you'll sell out before you even leave your office. But if you've got 150 accounts and you're treating them all the same, it gets overwhelming fast. Segment them. Prioritize them. Work them strategically. Making Your Number When You Can't Control Supply The income issue is where this gets really interesting. Dylan wants to double his sales and earn more commissions, but he can't because the company keeps running out of product. Here's my take: if you're supposed to sell $1.5 million but your company only produces $750,000 worth of product that you could sell, they should pay you for the $1.5 million. Production was the reason you couldn't make your number, not your sales ability. Now, I know there are people in operations reading this who are going to say I'm full of it. But from a sales standpoint, if you've sold out of everything available, you've done your job. The constraint isn't you, it's production capacity. That's a hard conversation to have with ownership, I get it. But here's how you make that case: sell out of the other stuff that people don't want as much. Figure out how to move all of it. Put yourself in a position where you own the moral high ground when it comes to sales performance. If you do that and they still can't or won't pay you for what you could have sold, then you've got a decision to make. But at least you'll have learned how to sell in a resource-constrained environment, how to build relationships, how to manage your territory, and how to work a manual system. Those are skills that transfer to any sales role, especially ones that give you all the bells and whistles and unlimited product to sell. The Power of Old School Discipline Let's go back to 1985 for a minute. In 1985, you would have had a Rolodex with tabs for H (high potential), M (medium potential), and L (low potential) accounts. When product came in, you'd open to H, pull out the cards, and start dialing. "I've got ten cases of your favorite cider. I'm calling you first. How many do you want?" If they don't want any, click. Next card. By the time you hit the tenth account, you're usually sold out. That's the power of segmentation combined with discipline. Systems beat moods. Sequence beats sporadic effort. Process creates momentum. You don't need fancy technology to do this. You need clear priorities, good segmentation, and the discipline to work your system consistently. The Bottom Line If you're in Dylan's situation with limited tools and limited product, here's your game plan: Stop worrying about what you don't have and focus on maximizing what you do have. Build a simple segmentation system using whatever tools are available. Create detailed buying profiles for all your accounts so you know exactly who to call when specific products become available. Work your account coverage pyramid from top to bottom, always prioritizing your highest value customers. Sell out of everything, even the less popular products, so you have leverage when talking to ownership about compensation. The reality is that most sales challenges aren't about having the perfect tools or unlimited resources. They're about having the discipline to work a proven system consistently, even when conditions aren't ideal. That's how you win in sales. That's how you hit your numbers. And that's how you build a foundation of skills that will serve you for your entire career, whether you stay in a resource constrained environment or move to a role where the sky's the limit. Ready to master the fundamentals of prospecting and account management? Check out Jeb Blount's latest book with Brynne Tillman, The LinkedIn Edge, and learn how to build systematic, relationship-driven sales processes that work in any environment.

Show Notes: Isa D'Elia, co-founder of GoalBridge, an AI startup in stealth mode opens the conversation with a brief overview of her background, mentioning she was at Amazon for five years and her co-founder, Vedant, was a software engineer at a financial institution in India. The Origin Story of GoalBridge Isa met her business partner in Berkeley Haas Business school. Through many discussions, they identified a problem in the consulting industry where consultants spent too much time on admin and manual work. They saw an opportunity to use AI to automate these tasks, leading to the creation of GoalBridge. Isa describes how they started working on GoalBridge, entering accelerators, and doing pivots. GoalBridge Iterations They found a design partner who needed a solution to discover their work within SharePoint, Google Drive, CRM, and email. GoalBridge's first iteration was a search AI agent that taps into various platforms to understand the context of engagements. The tool is called "building the brain of a firm" and has been tested with clients, leading to the development of additional agents. Isa introduces the first agent they built, a proposal building agent, which focuses on storyboarding proposals. Dealing with Non-billable Work Streams Consultants often complain about the tediousness of writing proposals, which are non-billable work streams. The agent helps create cohesive stories for proposals by using information from various sources and allowing iterations. They have a roadmap of additional agents to help consultants focus on strategy work rather than manual tasks. GoalBridge's Ideal Customer Profile When asked about the ideal customer profile for GoalBridge, Isa confirms they are targeting SMBs and tier two consulting firms, as larger firms have the resources to build their own tools. Currently, they have signed letters of intent with larger firms, indicating interest in their solution. The tool is designed to help consultants tap into strategy more effectively by automating manual tasks. Goalbridge's Access to Data The conversation turns to the limitations of GoalBridge in terms of access to data. Isa explains that the tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. AI Agent that Writes Case Studies and Compendiums Isa introduces the project closeout agent, which helps partners extract and share information, write case studies and compendiums for projects. The agent anonymizes data and creates a cohesive story from various sources, including emails. This agent addresses the issue of knowledge management being left to good intentions and helps capture project context. The closeout agent can also be used for older projects. Demonstrating GoalBridge Isa shows the tool's interface, which includes a project creation feature, a chat dialog box for queries, and a files tab for uploading documents.   The tool can tap into various platforms like SharePoint, Google Drive, and CRM systems, with current integrations for HubSpot and Salesforce. They talk about the tool's ability to find examples of old projects and provide feedback on proposals. Isa explains the limitations of GoalBridge in terms of access to data. The tool only accesses data that the user has access to, such as their email and specific folders in Google Drive or SharePoint. The tool acts as an AI agent that can quickly scan and understand the context of the data the user has access to. She also talks about the challenges of accessing data that is not organized in SharePoint or Google Drive, such as emails. Primary Use Cases for GoalBridge Isa outlines the primary use cases for GoalBridge, including partners finding examples of old projects, engagement managers leveraging formatting, and associates copying slides. They discuss the potential for the tool to create PowerPoint presentations and provide feedback on them. Isa mentions future agents in the roadmap, such as a case study writing agent and a pricing strategy agent. The tool is designed to help consultants at all levels by automating manual tasks and improving the quality of their work. Security Concerns and Data Privacy On the issue of security and data privacy when giving external firms access to sensitive data, Isa explains that they have a separate server hosting client data, ensuring it is secure and not accessible by other clients. They are working on SOC 2 certification to further assure clients of their security measures. The tool does not train on client data, ensuring IP is protected and not used for other purposes. When it comes to pricing, Isa mentions their willingness to discuss pricing on a case-by-case basis. Timestamps: 00:02: GoalBridge AI Startup Introduction 02:19: Development and Initial Success of GoalBridge 03:36: Proposal Building Agent and Future Plans 05:59: Target Market and Ideal Customer Profile 09:20:Privacy and Access Limitations 11:25: Project Closeout Agent and Additional Use Cases 15:58: Demonstration of GoalBridge Tool 21:57: Primary Use Cases and Future Agents 22:55: Security and Data Privacy Links: Website: www.GoalBridge.ai Email: isa@GoalBridge.ai   This episode on Umbrex: https://umbrex.com/unleashed/episode-629-isa-deila-co-founder-of-goalbridge/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.