Building Relationships with Finance

Rowan Tonkin is CMO at Planful. Dave and Rowan take you through the essential steps to build your marketing plan, getting it approved, and unlocking the full potential of your marketing efforts. This episode covers:

• Tips to build a powerful marketing plan that aligns with your business objectives
• Strategies to gain plan approval from executives and board members
• Best practices and practical approaches to flawlessly execute your marketing plan, turning ideas into measurable results.
• Insights into the advantages of scenario planning and how it can prepare your marketing team to adapt to the ever-changing economic landscape.

Send guest pitches and ideas to hello@exitfive.com
Exit Five on LinkedIn: https://www.linkedin.com/company/exitfive/
Exit Five on Twitter: https://twitter.com/exit5marketing

This episode is brought to you by Kaltura. Say goodbye to snoozinars and hello to interactive sessions that offer live reactions, emojis, quizzes, leaderboards, certifications, announcements, and more tools that will let your viewers take part in the conversation. You can start your completely free 3-month trial right away and experience the magic of Kaltura's Webinar platform first-hand by visiting corp.kaltura.com/exitfive 

Thanks to our 2023 presenting sponsors Demandwell and Zapier.

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

Send guest pitches and ideas to hi@exitfive.com
Join the Exit Five Newsletter here: https://www.exitfive.com/newsletter
Check out the Exit Five job board: https://jobs.exitfive.com/
Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership

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Today’s episode is brought to you by Zuddl.

We’re halfway through 2025, and one thing’s clear: events continue to be one of the highest performing marketing channels. Niche meetups, conferences, curated dinners, networking - you name it. Everyone’s leaning in.

Events are a core part of our playbook this year at Exit Five. So far, we’ve hosted two virtual sessions each month, one large virtual event, one in-person meetup, and we’re deep in the weeds planning our Drive conference coming back to Vermont this September.

Zuddl helps us run a smarter event strategy - from driving registrations, managing invites, automating comms, reminders, analytics, tracking. Their Salesforce integration also makes it simple to report on pipeline and revenue from events without pulling in ops.

On top of that, the differentiator with Zuddl is how their team is insanely good at supporting us. They always go above and beyond for us - and that’s how we’ve been able to keep the momentum going with 12+ events already this year, with plenty more to come.

If events are part of your marketing strategy, you need to look at Zuddl to see how companies like Zillow, CrowdStrike, and Iterable are using the top event platform for Business events in 2025. 

Head over to zuddl.com/exitfive to learn more.