From Metrics & Chill: “In this Metrics & Chill interview we hear from Megan Bowen, CEO of Refine Labs, a progressive demand strategy and research firm focused on growth-stage B2B SaaS companies. She shares how they leverage historical data to help their clients get more customers. When they start working with a new client, the first thing they do is conduct what they call a "revenue performance assessment." Key Takeaways: Revenue Performance Assessment: Refine Labs conducts an in-depth analysis of historical CRM data to optimize demand generation strategies, focusing on lead pipelines and closed-deal analytics. Prioritizing Attribution: A blend of software-based and self-reported attribution provides a more comprehensive understanding of the lead-generation journey, particularly highlighting critical insights for demand creation programs. Identifying Growth Levers: Key growth drivers often include improving lead conversion rates and paid social advertising effectiveness, helping companies leverage their strengths for better outcomes. Consistent Review Process: Businesses are encouraged to perform revenue assessments every 9 to 12 months to refine strategies and adapt to evolving market conditions. Common Challenges: Common pitfalls among companies include overspending on paid search and ineffective social media strategies, areas where Refine Labs offers guidance to boost efficiency. See full videos and more on our ⁠YouTube channel⁠ Stay on top of all Refine Labs news and events by ⁠subscribing to our newsletter.⁠

Kerri Amodio, Director of Demand Generation at Refine Labs, shares her expertise on shifting from lead generation to demand generation. She discusses the complexities of this transition, particularly in larger organizations and emphasizes the importance of data-driven strategies and leadership buy-in. Kerri highlights the need for a focus on customer experience and solving real problems. She also touches on utilizing video advertising and diverse attribution sources to strengthen B2B marketing efforts, ultimately enhancing brand reputation and market share.

CEO Megan Bowen and VP of Marketing Evan Hughes hosted Demand Generation Manager Ryan Olestro and Senior Performance Marketing Manager Malin Wijenayake to discuss paid search efficiency and how to stop overspending.  They dive into key tactics for improving paid advertising strategies, focusing on recognizing budget inefficiencies and balancing spending between Google Ads and Paid Social. They cover setting up effective conversion tracking, differentiating between competitor and branded campaigns, and adjusting to changing search dynamics. The discussion provides practical strategies to boost ROI and adapt marketing efforts to changing digital landscapes. The panelists share insights on experimental approaches to Google Ads, such as optimizing for conversion value, using dynamic search ads, and writing effective ad copy. They stress the importance of evolving ad strategies in response to AI technologies and highlight the need for ongoing testing and adaptation to remain competitive in digital marketing.  Key Takeaways: Implement effective conversion tracking by integrating UTMs into your CRM system to accurately assess keyword and campaign performance. Balance your budget between demand capture and demand creation strategies to avoid overspending on Google Ads and invest in medium to long-term brand building. Structure non-branded campaigns by separating high-intent keywords from low-intent keywords to ensure efficient budget utilization and targeting. Experiment with dynamic search ads and competitor campaigns to glean insights into consumer behavior and identify new keyword opportunities. Continuously refine ad copy and remain flexible with Google's evolving algorithms and SERP formats to maintain a competitive edge in a changing digital environment. See full videos and more on our YouTube channel Stay on top of all Refine Labs news and events by subscribing to our newsletter.

Ciara Hopkins, VP of Demand Generation at Refine Labs, and Matthew Sciannella, Senior Director of Demand Generation, bring their B2B marketing expertise to the table. They discuss the evolving landscape of B2B marketing post-pandemic, stressing the importance of adaptability and long-term growth. Key topics include the critical role of brand awareness despite immediate ROI pressures, the need for a strategic content approach tailored to customer journeys, and leveraging historical data for data-driven marketing goals. This insightful conversation is a roadmap for success in a competitive environment.

Kerri Amodio, Director of Demand Gen, delivered a Keynote and Q&A session for SMX Masterclass. She focused on how businesses can leverage AI tools like ChatGPT to optimize their marketing campaigns. She emphasized the importance of using AI not merely to save time but to enhance the quality of marketing efforts, improve messaging, and boost revenue.  The discussion details the use of AI for refining ideal customer profiles (ICP), crafting compelling ad copy, and designing personalized marketing strategies. Kerri articulates the nuances of using tools such as ChatGPT, Microsoft Copilot, and Google Gemini in creating targeted, effective paid media campaigns. The conversation covers the importance of understanding customer data, competitor analysis, and the integration of AI in crafting messaging that resonates with specific audience needs. With insights on the ever-evolving landscape of digital marketing, listeners are guided on how to stay ahead of the curve with AI-enhanced strategies that deliver tangible results. See full videos and more on our YouTube channelStay on top of all Refine Labs news and events by subscribing to our newsletter.

Triana Mills, VP of Creative, joins Steph Crugnola on Stacking Growth Snacks to break down the differences between a Creative Strategy Package and a Creative Execution Package. She details what's included, who would benefit most, and the timeline investment you'd be looking at for each package. See the video on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stay on top of all Refine Labs news and events by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ subscribing to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Evan Hughes and Steph Crugnola from Refine Labs share their expertise on leveraging podcasting for B2B growth. They discuss the four critical roles in podcasting: architect, host, creative, and distributor, emphasizing how each contributes to success. The duo highlights the importance of clear strategies, audience engagement, and inclusive storytelling. They also touch on adapting to the digital landscape and the significance of content distribution across platforms, making podcasting a powerful tool for connection and brand storytelling in tech.

Ragen Dodson joins Steph Crugnola on Stacking Growth Snacks to cover Data Democratization. In this episode, she guides listeners through specific talk tracks that can help convince leadership to make the change. She highlights the most important benefits of switching to a Data Democracy to make it attractive to your C-Suite and stakeholders. See the video on our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube Channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Stay on top of all Refine Labs news and events by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ subscribing to our newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Our September Expert Session, featuring Malin Wijenayake and Chris Walker, focused on YouTube Ad Strategy! Through the session, they covered: tools for measuring impact most efficient targeting options for each ad type options for developing ad creative successful examples of current ads benchmark metric goals and examples ...and more!    If you want to watch the full video, you can access it here on our YouTube page.   And, if you enjoy these sessions, make sure you mark your calendars for what's coming in Q4: B2B Marketing Roundtable w/ Refine Labs —a live, three-part series to help you fine-tune your 2025 strategy and make the most of your paid media. Our CEO, Megan Bowen, VP of Marketing, Evan Hughes, and other Refine Labs experts will be talking through the practical stuff that really matters when it comes to your 2025 plan.   Here’s what we’ll cover: October Session: Goal Setting for 2025 – How to plan for success without locking yourself into something rigid. November Session: Paid Media Efficiency – How to stop overspending and get more from your budget. December Session: Driving Real Change in Your Go-to-Market – How large organizations can make impactful, lasting changes.  

Matthew Sciannella, Senior Director of DemandGen at Refine Labs, shares his expertise on optimizing content for ad strategies. He discusses the shift from paid search to paid social, emphasizing the need to understand user behavior. Matthew highlights leveraging existing website content into engaging formats like carousel ads and short videos. He also explores measuring LinkedIn ad engagement through metrics like dwell time and the importance of storytelling. Collaboration with creative teams is essential for effective content repurposing in compliance-heavy industries.