Dave is joined by Peter Mahoney (Founder & CEO at Plannuh) to break down how to create your 2023 marketing plan. We cover:

1. Overall approach to building a plan

2. Setting goals, metrics, and targets

3. Building a framework for marketing campaigns over the year

4. Modeling funnels and determining cost per opportunity

5. Determining how much marketing budget to spend

6. Selling your plan to the CEO, CFO, and getting it approved

Thanks to Demandwell, our presenting sponsor for the Exit Five podcast.

https://www.demandwell.com/

Demandwell is the best SEO solution for B2B SaaS marketers. They’ve helped customers like Lessonly drive 40% of their revenue from organic search. And they helped Terminus’s make organic search their number one source of demos

Here’s how it works:

Results: Demandwell is built for driving the outcomes that b2b marketers care about - demand, traffic, leads, and revenue.
Ease and control: Junior team members can follow recommended steps in the platform, while experts can customize and maintain full control over their work.
Speed: With everything in one platform, Demandwell helps you crank out content that ranks and drives leads in minutes rather than hours.

SEO expert or not, you should give Demandwell a try, and listeners of the Exit Five podcast can get a free competitive SEO Audit to see how you’re ranking relative to your competitors

Go to demandwell.com/fomo to get your free SEO consultation today.

Thanks to my friends at hatch.fm for producing the podcast for me. 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.

Send guest pitches and ideas to hi@exitfive.com
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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.

2022 Fantasy Recap with Field Yates