Transcript
WEBVTT
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Hey everyone, it is Kelsey cores
with sweet fish media and we are really
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excited to share with you an episode
of the marketers journey from our friends over
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at UBERFLIP. The marketers journey is
a podcast dedicated to learning from senior marketing
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executives. Each week, they speak
to marketers and learn whether it was luck,
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hustle or a combination of the two
which propelled them to their latest position.
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Then they explore how to engage their
current and future customers on a path
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that is similarly planned yet adaptive.
The marketers journey features amazing conversations with marketing
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leaders who share how to attract and
convert with personalization from their entire buyer journey.
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If you think you'll find the show
valuable after you listen to the episode,
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just search the marketers journey and apple
podcast or your favorite podcast player.
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Okay, let's get into it.
Hey, Lisa, thank you so much
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for finding time to chat with us
today and the marketers journey. Your Germany
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is awesome. Their journey is so
exciting and the opportunities that you got to
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see maybe just a level set for
everyone tuning into the podcast. Talk to
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us about what happened for you in
the last year or so. Last years,
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I have been so lucky. I
actually been so lucky throughout my career,
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but particularly, I say, the
last twelve years. That's quite a
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long time review that lucky. But
in the last year I am I just
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just retired from tablis software. I
served as their CMO and head of marketing
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for about eleven and a half years, from when they were about five million
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and revue and about thirty people in
the company to literally just over a billion
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in revenue and about forty five hundred
people, and so it was an incredible
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journey. And then, as I
said, I would just returned at the
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end of last year and so I've
been what I call say retired, where
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I've been advising companies and working with
boards and doing a lot of mentoring as
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well, and it's just been incredibly
gratifying to be able to get out there
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and talk to people about marketing and
their journeys and where they're headed and see
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these exciting startups and young companies that
are doing incredible stuff. So it's been
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just amazing. That's all. Both
of those aspects are amazing and I've been
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very fortunate to be one of the
lucky getting advice from you the last of
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a while. OBERFLIP does. So
thank valuable, highly valuable. Thank you.
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Thank you. So, I mean
it's successive tableau is is outstanding and
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it's you know, I think one
of the things that I've always admired is
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how little funding was also taken into
that company. How much was it,
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or how much of it was used? Gosh well, so if they took
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in five million at the very beginning
and then at around two thousand and eight,
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right before the financial ments, that
right before we took another ten and
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we never used any of it.
So our our cofounders, and particularly our
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CEO, cofounder, Christian Hibou,
who had been in and around the VC
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community was an analyst for a while, he was very clear that he did
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not want to give away a lot
of the company and he also recognized the
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value of bootstrapping. It really forces
you to be very disciplined and smart and
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treat the money like it's your own, and so you don't, you try
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really hard not to do stupid things. You don't have money to blow.
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So you really are betting, making
the best bets you can and doing the
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right things, and I really appreciate
that and then I also as a secondary
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or maybe primary benefit, is it
was good for the employees. When you're
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not liquidating your you know, when
you're not stretching the value your company out
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over with lots of investors and deluding
yourselves, it really creates a lot of
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value for the employees and that's a
great thing. That is a great thing.
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So he just was amazing and had
their his the right goals and mostly
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it was about really making sure that
we spent money wisely and grew the company
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organically, because if people want what
you've got, they'll buy it. Having
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a lot of money from a VC
or from investors is not a sign of
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success. It's a sign of an
initial but it's not a sign of success.
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So when you have to earn the
money to prove it, and that's
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what proves it, that's a great
thing. So he always riled against people
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would say Yay for us, we
got another funding round or we got another
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and he'd be like those aren't signs
of success. Those are my allstones,
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sure, but that's not success.
Success as signing big customers or signing customers
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and hitting those are your milestones that
matter. Those are the things that should
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be celebrated and I think he just
imbued that in our company, in our
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culture, that that's what mattered and
we became just a very customer driven company.
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That's really interesting. I first of
all I commend that. I mean
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we went a long way here,
Duber flipid that taking funding it. You
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know, we're in that different world
now, but we did so from a
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position of strength. Well, that's
the other big thing. It's you go
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to get money at it from a
position of strength. Absolutely what a difference
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that makes. Yeah, absolutely,
but I mean to get to not just
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a billion dollar value but a billion
in revenue is extremely impressive on that type
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of lean mentality. So we're if
we uncock your career to getting to that
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and being part of an organization where
those are the values. Would you see
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that you entered there with that mindset
to just spend in that lean way,
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to spend as a marketing leader in
that affordable way, or was that a
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was that a culture change for you
from where you would previously? I think
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I always so. I'm pretty old
and so I always kind of had been
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around companies that were marketing. Didn't
always get the budgets we needed. So,
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but you know, and I always
I like to get stuff done,
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I like to make things happen,
and so I always looked at the money
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as like though, the the more
I constructed, the more I can do
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and the more I can accomplish.
So I think I've always been fairly frugal,
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you know. Yeah, and so, and I didn't when I joined
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Tableau. I actually didn't join from
like you guys in Toronto. I didn't
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join from the Silicon Valley where there
was a heritage or a culture of lots
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of money flowing. I joined from
a company out in Washington DC and I
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had worked a lot of my career
and the East Coast and some of my
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career, very little of my career
in the the bay area and some of
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my career in La and it just
wasn't a culture of like here's all the
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resources you could ever need to do
whatever you want with marketing. And I'm
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not saying that's the bay area culture, but there's a lot of money flowing.
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So I just kind of came to
it naturally like well or small,
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we got to be scrappy, we
got to be gorilla, we got to
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stretch our dollars, you know,
let's use our money, the more I
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can struct it, the more I
can do, the more it can accomplish.
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I just kind of had that mentality
and so the tableau mentality really suited
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me. I like that. It's
kind of like sometimes, when you have
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those parameters or those things that you
have to fly in these guard rails,
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sometimes it forces you into very creative
ideas. You know, it really does,
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and I really I think that was
a good thing for us. It
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made us tight and it made us
lean and it made us be creative in
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ways that maybe having lots of money
it wouldn't have made us be. Forced
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us to be creative. That's amazing. Maybe you can, you know,
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just shifting gears a bit, you
know, aside from the creative side,
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you obviously we're working with a company
where data was key. I mean data
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was the name of the game.
Yeah, Weir did. Where do you
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think you you got your confidence in
leading a company that was going to be
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so daytomnded. You know, as
they say, eat your own dog food,
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drinking champagne. What was it?
A long your career path leading up
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to that. The gave both the
leadership at a tableau and yourself a confidence
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to take that stuff that's a great
question because, you know, I grew
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up in a time that the idea
of women and computer science and stem and
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math. I was really good in
math in high school but I never thought
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of myself as that kind of person. So when I went to college,
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I went into the College of humanities
or arts and sciences, and I I
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was an English major, and so
I did not think of myself as that
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kind of like a data person.
And so when I got out of college
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I you know, I was trained
to do like nothing, and so I
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took a sales job with the Wall
Street Journal and I liked the first couple
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of years and the second year agot
the third or fourth year I got promoted
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into the big leagues and I found
myself really enjoying the part of it that
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was explaining the demographics and why,
whilst your journal would make a good audience
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for an I love the market research
of it. And I started to realize
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I really love the numbers and I
remember my husband saying, well, of
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course you do. Every time you
you go to a cut to a party,
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you're like your eyes light up when
you talk about facts and figures,
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and I was like really, I
couldn't know that about myself. Anyway,
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that job kind of turned beyond a
market research and I happened to find this
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little company that was doing computer computers, computer databasis and software from marketers for
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like one of the very first companies
doing it, and I just fell in
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love with it, segmentation and customer
analysis, and I realized I decided I
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love this. I didn't love sales, and so I took a step back
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in my career and went from being
like a pretty prestigious Wall Street Journal ad
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Sales Rep job with a car phone
and back in the days when they were
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in your car and a credit card, to like this little this little tech
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company where I was going to be
a client service representative, and a lot
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of people thought I was nuts because
it's like why would you do that?
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But it was the best thing I
ever did. I was miss removing over
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to Clara touff. Yes, I
was pretty mediocre as a sales rep,
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but I realized I had this passion
for numbers and data and marketing and I
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found this job at Clara toss and
the day I walked into that company I
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knew I was home. I knew
that I was in the right space for
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me. So, you know,
I just I really felt like that,
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that sense of knowing who he and
I didn't, maybe didn't even know who
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I was, but knowing you fit
and in knowing that what you love to
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do is what that company loves to
do is a really valuable thing to have
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in your career and I would encourage
people to gain that alignment, gain the
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alignment between your magic, your superpower
and what your company needs. It just
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is only going to help your career
and you're going to love your job.
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You know, you're just going to
have fun every day. That's hard.
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It's still hard. There still hard
things to do, but you're just going
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to have more passion, more interesting. That's awesome. And the funny thing
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is, I look up this on
paper. Is Thinking about moving from the
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Wall Street Journal where you were up
and up. Who would have got back
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in? You know, one thousand
nine hundred and ninety would it would need
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to tech person retiring? You know, yes, s says it's such a
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such a young age versus, you
know, the senior person at Wall Street
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Journal is probably not retiring in the
same way these days. Yeah, you
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know it. You know what,
it's another good lesson too. Because you
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get a little hung up earlier your
career on things like, well, I
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work for, you know, facebook, or I work for whilst we journal,
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and you don't take chances, like
like somebody who's coming to Uber Flip
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or even to Tableau back in the
day. It's a risk because you know
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you don't have that prestige that's back
in you. But if you really pay
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attention to the fundamentals of a company, the problems they solve, do their
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customers love? What they're doing,
is their growth opportunity. Lean into the
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growth, even if it's not yet
prestigious or not yet known. In young
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and your career it's the time to
take risks with companies that maybe don't have
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that brand yet and you're going to
be part of the story. You're going
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to be part of the growth of
that. So that was a lucky thing
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for me because I was a little
hung up on, well, I work
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for the Wall Street Journal, that's
awesome, and then when I left it
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was quite a you know Whoa I
work for this unknown, unknown named company,
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but it was the best, like
the one move in my career that
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was undoubtedly they changed my my career
and my life so much of course,
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you know, joining Tableau even more
so, but I would have never joined
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tablow had I not made that move
back, and you know, back in
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from last ree journ of the cleric
Gust. So I encourage people don't be
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hung up on the big name companies. Go for the little companies, the
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ones that clearly have something hot going
on, where the customers are delighted and
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they're dissolving a real problem and that's
what they're focused on. That's where you
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get the growth, that's where you
get the opportunity, that's where you get
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the learning and that's what happened for
me. So one last question before we
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take a break here. You know, as much as you talk about of
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a taking a chance, you've also, we're very loyal and staying there for,
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as you said, almost twelve years. Yeah, I'm wondering was that?
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was that something that transcended throughout your
entire marketing team and and how how
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do you coach other marketers listening to
this who you are? Maybe it a
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different mentality of voute. Well,
I got to move every couple of years
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to move up persons, seeing that
company evolved. Yeah, that's a great
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question. Well, number one,
you have to think about it more like
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my growing. Am I changing?
Am I being exposed to new stuff and
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on my learning, and so what
I when I would look at my time
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at Tableau. Yeah, I mean
it was growing so fast that every couple
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of years it was like a new
company. It was like different stage.
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You know, the old rules didn't
the ploy. We had in it new
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rules. So, rather than look
at it like I need to move come
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companies every couple of years, it's
really question of am I learning something new
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every couple of years and my advancing
either in scope, sometimes it's not scope,
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sometimes it's in seniority or amount of
the depth. But really, instead
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of just looking at the the superficial, is the company changing, look at
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what's changing for you, and I
felt like over twelve years at tableau that
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the company was changing, I was
changing, I was learning and that's what
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matters. Now you want, of
course, see movement in terms of maybe
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you want to see title change,
but even at Tableau I only had two
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titles. I mean when I started
there were no sea levels, it was
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all vp and then when I became
quote unquote sea levels, cheap marketing off,
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there was more like we're going to
go public. So we better make
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you achieve, you know. So
it didn't even have title change really,
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but I did have a lot of
growth, and so I would encourage people
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rather than say I got to move
companies. I gotta see growth, I
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gotta see change, I got to
see learning and that that's the thing to
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look for. And so in twelve
years I never felt like I'm stuck or
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I'm not learning anything new. I
really felt like, okay, man,
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I'm I'm learning and I'm being the
best person or the best worker I can
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be, best colleague I can be. So this is still a good place
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for me to stay. Plus it
was great people and a great product and
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great time. How did you go
from five million in revenue to over one
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billion? What was the buyer journey? I'm sure there's just this obvious playbook
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for doing so, though, but
so I what do you think? Everyone
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rallied around it on your team.
Oh well, so, you know,
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again, it's kind of depends on
what phasire in what stage you're in.
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So when you're five million and no
one's ever heard of you and there are,
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you know, in the old school
way of doing things is very centralized,
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and here you are with an incredibly
decentralized application that anyone can use and
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anyone can install. When it before, it was, you know, data
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warehouses and big platforms. You know, that was a different playbook or different
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way than later, even like five
years later, when you're threatened to trying
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to hit teams and departments and midsize
enterprises, to ten years later, when
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you're going full scale across the entire
enterprise, billion, billions and billions of
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dollars of enterprises. So it very
quite a bit. But I think at
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the end of the day there were
two principles that I like to keep in
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mind and I would remind my team
constantly, and that is that number one,
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it's always people, individuals, that
you're selling to, and I would
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even say even in the later years, we don't sell to enterprises. I'd
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say we sell to the people and
enterprises. And at the end of the
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day, even at the beginning of
the journey, it was about individual so
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when you start to think about your
customers as people, you start to see
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common things that they need and they
start to think about like why do they
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want to do business with you?
Why do they want to know you?
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And when, I would we've talked
about this. We realize well, people
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want to come to your website site, they want to be they want to
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know what your product can do for
them. They want to be made smarter,
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they want to be made better.
So if you really focused on the
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individual, the person, and I
don't mean just like even in big enterprises
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and big deals and when it's a
big committee, buying committee, it's still
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matters you're talking to people, individuals, that if you're focused on what they
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need, which for so many of
them, is I want to be made
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smarter, I want to meet be
made better, I want to be made
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faster, I want my team to
be faster. It's very much it's a
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lot easier to really focus on what
are the right things to do when you
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think about your customers as people sitting
down. They you know, got a
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laptop or on a phone or whatever. During the buyers journey you can really
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get a good idea and no journey. It's rare that a journey. They're
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not. They're they're practically unique,
right. So you be really smart too
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about thinking about them and sort of
thinking about their journeys as well. Yeah,
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there's a typical path, but there's
so many outlets from that path and
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so many different directions, you better
have a pretty good understanding of the different
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ways you can make them smarter and
ensure that your content and your message is
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right there with them when they need
to be there, according to their map
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of the journey, not your map
of the journey. So like that.
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I love that. Is You're talking
through that. At the beginning I was
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thinking, okay, thinking about the
audience and is he's putting you have so
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many different audiences, different buyers.
I know a tableau you you add different
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segments between enterprise and a small business
customer. But but I like this idea
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of if all paraphrase are you were
saying, you know, we have to
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engage these audiences, but then we
have to actually meet them smarter by delivering
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them into content. Yeah, well, like huge believer in that. That's
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why I think Weber Flip, what
overclip does is so well. So well
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is so important because it's not in
your control like it used to. I
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mean we used to be a bunch
of marketers with megaphones and just outbound outfound
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and really, I used to say
this all the time. This is are.
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So you know all my goal is
a hundred percent free Le's inbound,
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because we're just known for the place
to come if you want to get smarter.
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And so I think that your content, the right kind of content at
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the right time, in the right
format for that buyers individual, that individual's
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journey, what their map is of
how they see their future. That's the
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key. That is the key to
deliver that and it's really, really hard
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to do. It's so you do
a lot of summarization that you know there's
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certain segments and certain kinds of paths, but you've got to have the flexibility
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to be there on an individual basis
for every buyer, every prospect, every
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customer, because customers rebuy all the
time too, in the right way for
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that individual. So a question that's
more in the weeds perhaps, but hope
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the listening can generalize this back to
themselves, depending on your answer. As
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you scaled the tableau with the the
reality that you had these different audiences,
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they would growing and, as you
said, sometimes we were selling into teams
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or departments versus and you know,
let'sten something in simple as enterprise versus small
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business. Did you have two different
teams for each of those segments? One
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team that would understand how to make
group, a smarter and another one focused
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on group be because sometimes those buyers
are so different it's hard for us as
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marketers to think about segmenting and messaging
to both. Oh yeah, absolutely.
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Yeah, so to in the later
years we did. In the beginning years
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we didn't because actually it was really
hard as a startup. That's kind of
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disrupting a category. That kind of
that's what we did really hard to get
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the attention of the big guys.
So at the beginning it was really about
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getting grassroots into literally one person buying
one copy, one set of table and
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then getting it to spread. And
at the beginning, in the early years,
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most of our business came from the
SNB or midsize enterprise rather than enterprise.
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And over the years the dollars shifted
and so that's when we had to
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get better and we did have people
who started to really focus on enterprise,
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really focus on supporting enterprise selling.
But in the early years it was a
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very phone based sales strategy. That
was land and expand. So was one
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person buying one license or couple licenses. That's a very personal sale. But
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then as we grew we had to
rapidly be able to keep up with where
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our customers were going and over the
years it definitely shifted to more than the
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big dollars are with the enterprises.
But we still love, loved our SNBS
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and our midsize because, you know, they were just a different animal and
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they took chance on tablot earlier and
and it was fun. It was really
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fun working with those kind of customers
because they're a little bit more a looking
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for an advantage and they'll take some
risks that maybe some of the larger enterprises
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don't. That being said, I
don't want to discribe people because even within
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an enterprise you're going to find these
people who are willing to take a chance
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on a small company or a midsize
company. And so don't give up on
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enterprises. Treat them like people.
Find your champions, find your individuals who
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are willing to take you forward,
because they'll make a huge impact on your
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business. So, but it was
it was definitely challenge. We definitely did
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morph into having some of our team
who understand in understood enterprise really well and
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some that continue to stay with the
commercial business, particularly though, in product
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marketing. That mattered a lot.
Who really had to nail the messaging,
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the messaging was a big deal because
at the bottom, at the law of
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the foundational level, you're selling the
same message. You know you're trying to
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give them the same benefits, but
above that, very close to that layer,
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is like look, the reality is
I work in a big, scaled
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enterprise that has got all kinds of
governance and security issues and and SNB doesn't
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have those issues. They want more
self server. They don't even want to
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deal with a lot of ID issues. Just install it or just give me
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a a subscription or whatever. So
you have to start refining your message and
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ensuring that at the core, people
understand what tabload benefits are, but that
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it can work in your organization.
Is the part that was was the part
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that you really had to start stratifying
intelligently. So one last question then we'll
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start to wrap up here. But
as you hit on that idea of how
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important product marketing was to the messaging
and understanding the human is you put it,
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who would you say kind of governed
the overall message though? Is it
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product marketing, or is it the
content creation teams, but we just want
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to inform the other, or or
do they have to come together? Definitely
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say they got to come together.
I think the product marketing team was really
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good about understanding how the product worked
or how to had an impact on our
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customers. So, like you might
have some folks that were very technical about
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it, you know, in development
and and and they but the product marketers
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were able to take that and put
it in human terms, put it in
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terms that your prospector your customers would
understand and the benefits of how they get
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it and the segments that would buy
it and why certain messages resonate. But
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then the content team was super important
in terms of being able to take that
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message and then push it throughout all
the different kinds of content that we're going
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to be attractive to the different audiences
and different segments and different people that you're
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attracting. And then, of course, you can't forget your demandgin people who
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put it out through the channels.
I mean that's super important that they get
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great a content to the right audience
in the right way. So I would
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say product marketing was corded like what
is the message and how do we talk
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to these people? Content was absolutely
critical for like, well, how do
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we know tell that story in an
effective way, and then how to us
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to managine get that story out.
The three of those groups really have to
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collaborate intelligently to make sure you're producing, you're putting your effort into the best
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kind of content for the best kind
of audience, because, as you know,
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Randy marketing departments end up sometimes creating
way more content than is necessary and
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they often don't know what works.
And so if you can get those three
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groups to really collaborate well, you'll
create deeply useful content in the right amount,
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which usually means lesser for lesser amounts
for the right audiences. So they
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value it very highly and it requires
all three of those groups really working together.
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We have unpacked your career. We've
unpacked how you want over buyers to
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scale to a billion and revenue.
But amiddle all those times, how did
361
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you how did you keep saying,
how did you find time for yourself?
362
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And you alluded to your husband,
you know, how did you balance that?
363
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It was hard. I look back
now as a semi retired person and
364
00:24:02.309 --> 00:24:04.750
think to myself, I could have
done that better. But you know what
365
00:24:04.910 --> 00:24:07.789
we love as a family? I've
got two kids. We love to travel
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and so, you know, just
getting out of the office and getting out
367
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of your environment just refreshes you in
a way that you three days a week
368
00:24:17.180 --> 00:24:21.339
away give yourself time to let go. It just refreshes you, gives you
369
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new ideas, it gives you a
new perspective, and I think so one
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of the place a couple plays,
I which we were in Colombia, which
371
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I love. Columbia was incredible,
Bogata was amazing, and then over the
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summer, this last summer, we
spent a month, a month in Vietnam
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and Shanghai. Would Shanghai and lived
in Shanghai for two weeks and an AIRBNB
374
00:24:38.279 --> 00:24:41.640
and it was just fun to just
be in this rhythm of the city and
375
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incredible city for two weeks just living
there, not quite as natives but as
376
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just part of the community. We
put our kids in a local Chinese language
377
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school and we just had a great
time. And again, it just changes
378
00:24:53.430 --> 00:24:57.630
your perspective. What I've learned since
retiring is that I really wish that I
379
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had spent more time getting away from
the office. I loved customers. I
380
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love seeing customers, for sure,
but also just going to conferences and talking
381
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to interesting people and being part of
marketing groups and and just getting out there
382
00:25:11.299 --> 00:25:14.700
and just changing your perspective, taking
time. I think, looking back,
383
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I wish I had spent more time. I mean, you always feel like
384
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I got so much to do,
I can't leave old you haven't going to
385
00:25:18.420 --> 00:25:21.690
go to that meet up, but
I'm not going to go. Go to
386
00:25:21.769 --> 00:25:23.849
the meet up, go talk to
people, go get a different perspective,
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go ask for advice, you know, call people up. I wish I'd
388
00:25:27.569 --> 00:25:30.769
done more of that because I think
it really helps, again, that perspective
389
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shifting and just the input as well, just to give you just different ways
390
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of thinking about things. So I
think that's the thing to do. That's
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great and, you know what,
you're doing a great job at doing that
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now through advising, through this podcast, where I think a lot of people
393
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are going to take a lot of
key takeaways away. And and if you
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want to take the LIASA's feedback to
heart, you know, tuned in to
395
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all of our other podcasts and listen
to the real grade marketing leaders who are
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00:25:57.230 --> 00:26:00.390
sharing how they do it. Yeah, take tips from each other. I
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00:26:00.430 --> 00:26:04.740
think that's that's what marketers are very
great at, is being generous with their
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ideas, and you've been just that
today. I can't thank you enough and
399
00:26:08.900 --> 00:26:14.140
like all the nurse of tuned in. Thank you for tuning in and thank
400
00:26:14.220 --> 00:26:17.099
you so much a Lisa thing.
Thank you, Randy. Was Great.
401
00:26:17.740 --> 00:26:21.569
All right, everybody, we really
hope you enjoyed the marketers journey. Again,
402
00:26:21.690 --> 00:26:25.650
just there's the marketers journey and apple
podcast or wherever you do. You're
403
00:26:25.690 --> 00:26:29.089
listening, subscribe, leave a review
if you like it, and Tele a
404
00:26:29.170 --> 00:26:32.410
friend if you think they'd enjoy it. Okay, until next time. I
405
00:26:33.799 --> 00:26:38.119
hate it when podcasts incessantly ask their
listeners for reviews, but I get why
406
00:26:38.119 --> 00:26:41.680
they do it, because reviews are
enormously helpful when you're trying to grow a
407
00:26:41.720 --> 00:26:45.119
podcast audience. So here's what we
decided to do. If you leave a
408
00:26:45.200 --> 00:26:48.869
review for me to be growth and
apple podcasts, and email me a screenshot
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of the review to James at Sweet
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anyone you want to know. We
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book. We both win.