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Building Your
Marketing Platform:
10 do’s & don’ts of an
effective marketing machine
Ellie Mirman
CMO, Crayon
@ellieeille | crayon.co
What’s the secret formula?
There is no secret formula
404
Page not
found
There is a secret effective
methodology
10 do’s & don’ts of building an
effective marketing machine
#1 Do speak in data
Align marketing with
bottom line metrics
Review metrics daily
Measure every initiative
Resume Screening:
• Results
• Growth
• Initiative & leadership
• Commitment &
resilience
Hire data-driven minds
Interview Questions:
• Past examples
• Thought process
• Open-ended questions
Data analysis breeds
accountability and
empowerment. It
should be part of
every job.
“
#2 Don’t do everything
Persona Development
Positioning Research
Competitive Research
User Experience
Mobile/Social Apps
Blogging
Social Media
Content Offers
Public Relations
Analyst Relations
Automated Nurturing
Product Marketing
Sales Collateral
Tradeshow Sponsorships
Paid/Sponsored Media
Direct Mail
Advertising
Comarketing
Landing Page & CTA Creation
Landing Page & CTA A/B Testing
Search Engine Optimization
Email Marketing
Branding
Graphic Design
Website Content Management
Website Redesign
Social Nurturing
Closed Loop Reporting
Persona Development
Positioning Research
Competitive Research
User Experience
Mobile/Social Apps
Blogging
Social Media
Content Offers
Public Relations
Analyst Relations
Automated Nurturing
Product Marketing
Sales Collateral
Tradeshow Sponsorships
Paid/Sponsored Media
Direct Mail
Advertising
Comarketing
Landing Page & CTA Creation
Landing Page & CTA A/B Testing
Search Engine Optimization
Email Marketing
Branding
Graphic Design
Website Content Management
Website Redesign
Social Nurturing
Closed Loop Reporting
Marketing by Company Stage
Founding
Product
Product-Market Fit
Funnel Formula
Market research
Persona development
Thought leadership
Funnel development
Lead generation
Optimize and
scale programs
Scalable Funnel
Team growth Example 1
1. CMO
2. Generalist / Lead Gen Marketer
3. Content Marketer
4. Lead Gen / Ops Marketer
5. Video / Content
6. Data / Content
7. PR Specialist
8. Channel Marketing x2
9. Product Marketing x3
10. Lead Gen Team Growth x2
Year 2
Year 3
Year 4
Year 5
Team growth Example 2
1. Generalist / Content Marketer
2. Generalist / Lead Gen Marketer
3. VP Marketing
4. Video / Content
5. Events
6. Product Marketing
7. Product Marketing
8. Design / Lead Gen Conversion
9. Content Marketer
10. Paid Media
Year 2
Year 3
Year 4
Focus: not just for Tactics,
but also segments
#3 Do test every “best practice”
“Long forms
are bad for
conversion”
“tradeshows
are dead”
“blog for
tofu”
Top of the funnel
content can differ
greatly from company
to company, industry
to industry
“
#4 Don’t wait to invest
in top of the funnel
Invest in the top of the
funnel early
CREDIT: john bonini, HubSpot Blog
“Six Month Rule”
Benefits of early tofu
Build audience Test messaging
It’s never too early to
start a blog
“
#5 Do align funnel process
with company stage &
customer experience
Should we send all leads to
sales, or just some mqls?
the case for sending
all leads to sales
Figure out the sales process &
identify your best customers
Use data to identify lead
qualification & scoring criteria
But consider your industry
and sales process
Match the pre- and post-sales experience
(low touch vs. high touch)
But consider your industry
and sales process
Map the experience to what the prospects need
(HubSpot methodology vs. Toast product details)
#6 Don’t do long
waterfall projects.
Use short iterative cycles.
Agile
development
approach
allows you to
• move fast,
• learn and
iterate, and
• focus on
the most
important
things
Experiment in
marketing
1.What you’ll
test
2.Why it will
benefit the
business
3.How you’ll
measure
success
Defining &
measuring
success for
every
project
allows you
to cut things
that aren’t
working
Not every
part of the
agile dev
framework
will make
sense for
your team.
Customize.
You can
maintain an
agile culture
as you scale
by forming
small,
collaborative
teams
#7 Do embrace failure
If you’re not failing,
you’re not trying
anything big enough
“
For every 10 failures,
there’s 1 big success
Focus on the lessons
EXPRESS
2008 2016
• SEO Tools
• Competitive Benchmarks
• Website Analytics
• Lead gen forms
• Contacts database
• Traffic & conversion analytics
#8 Don’t micromanage.
Scale good judgment.
Foster
ownership
and empower
employees to
solve for the
company’s
enterprise
value (EV)
Communicate
priorities and
direction so
you don’t
need to
micromanage
each decision
MISSION: Transform how organizations attract, engage,
and delight customers.
STRATEGY: Become the trusted inbound platform for the
mid-market.
PLAYBOOKS: OBSTACLES: TARGETS:
Key initiative
- details
Key initiative
- details
Key initiative
- details
Obstacle
Obstacle
Obstacle
Obstacle
Obstacle
Metric
Metric
Metric
Scaling goals
#9 Do hire for intelligence,
adaptability, GSD over skills
Adaptability & potential
video
content
2008
Mktg
mgr
Social
media
2017
VP
MKTG
Tofu lead
gen
Demand
gen
Customer
mktg
Team
leadership
dev
Startup
mktg
leader
2013
Sr
mgr
2015
Dir
mgr
When you hire people
who push themselves,
you get people who
push the company“
Who do you hire first?
Marketing Executive Individual Contributor
Example HubSpot Toast
Pros Establishes strategy/hands off Focuses on executing tactics
Less expensive $
Cons May not be willing to execute
Expensive $
Needs direction
When do you hire the exec?
Time to…
• Build thought leadership
• Help define customer profile and needs
• Build or scale a sales/marketing funnel
• Generate leads
• Build a brand
• Build a marketing team
Hiring a Marketing Leader
CORE PLUS
Track record of results
Can speak to differences by company
Ability to grow and adapt
Player Coach – can dive in themselves
Culture fit
Management experience
(hiring/recruiting, coaching)
Ability to work with sales (if relevant)
Tactical experience
(demand gen, product marketing, etc.)
Bonus: same stages, same industry,
same funnel (low/high touch,
SMB/enterprise)
Hiring Marketers
Analytical problem solver
Driven by results and growth
Content creator
Adaptable and curious
Culture fit
Leader who takes initiative
#10 Don’t forget to do
internal marketing
Share the
highs, lows, &
lessons
learned
Be a company
leader in…
… data-driven
decision
making
… customer
orientation
…employee
development
Educate
proactively
and cut the
jargon
Let’s recap
Building your marketing
platform: 10 do’s & don’ts
1. Do speak in data
2. Don’t do everything
3. Do test every “best practice”
4. Don’t wait to invest in tofu
5. Do align process with stage & experience
6. Don’t do long waterfall projects
7. Do embrace failure
8. Don’t micromanage
9. Do hire for intel, adaptability, GSD
10.Don’t forget internal marketing
THANK YOU
Ellie Mirman
CMO, Crayon
@ellieeille | crayon.co

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