Dave is joined by Kyle Coleman, CMO at Copy.ai. Kyle went from Individual Contributor to Senior Director at Looker and Director to CMO at Clari. During his time there, he helped both companies 10x their revenue.
In this episode, they chat about
- The importance of leadership team alignment and why the CRO & CFO should be your best friend
- How marketing can impact pipeline and the standard it should be held to
- Why you should build a marketing calendar around the product roadmap
Timestamps
- (00:00) - Kyle's exposure to B2B marketing and strategy
- (05:15) - Gaining expertise in marketing metrics and standards
- (09:53) - Balancing Efficiency and Creativity in Sales Outreach
- (13:32) - Importance of an Internal Partnership with the Sales Team
- (16:12) - Aligning marketing goals with revenue generation
- (17:55) - Co-creating Qualified Opportunities with ICP
- (23:00) - Importance of Sales and Marketing Collaboration
- (27:16) - How CROs and CMOs can balance long-term vision and short-term outcomes
- (32:26) - The lightning strike strategy
- (33:19) - ""Marketing Moments"": Calendaring significant events to drive business goals and team performance
- (36:35) - Using Shield analytics to identify and repost popular content
- (44:11) - How to simplify complex questions to extract key insights
- (47:38) - Building a networking resource for professional growth
- (50:41) - Closing thoughts
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
***
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.
The Exit Five CMO Podcast (Hosted by Dave Gerhardt) 