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Pej (CMO at Menlo Security)
Hey, it's Dave.
Sponsor Host (Dave Gerhart)
I want to give a quick shout out to Knack for sponsoring today's episode. Knack is a purpose built email and landing page platform and they're also one of our longest running sponsors. When I create our newsletter each week, I spend a bunch of time more recently with Claude, my friend Claude as my editor. But once I'm done editing the newsletter, it's not as simple as just getting my copy from a Google Doc and hitting send. If you're a B2B marketer, you know that.
Dave Gerhart
So what happens? Someone has to take that output and
Sponsor Host (Dave Gerhart)
turn it into an actual email that renders an Outlook, so follows brand guidelines and ships. You know this story. The last mile still feels slow and manual. NAC has made this a lot shorter. They just launched an NCP server that connects your AI assistant directly to their platform. So now you can describe the email you need in Claude or ChatGPT and drafted like normal, but it automatically starts building in Knack for you. You get an email that comes out following your brand rules automatically. No manual cleanup, no broken HTML and even better quality than anything your team built by hand. The marketing Ops team at OpenAI is actually running this workflow right now. They intake internal campaign requests from Slack, an AI agent structures it into a ticket nac, MCP generates the email and a marketer refines and ships. This is the future of marketing. You should go check it out@knack.com that's K N A K.com hey it's Dave. I want to give a quick shout out to Vector for sponsoring today's episode. Vector is a contact level ads platform. You probably have anonymous buyers lurking in your funnel. People you can't identify or follow up with, people you can't target with any real precision. So you end up throwing ads at job titles and hoping the right person sees them. Vector fixes that. Instead of targeting job titles and crossing your fingers, Vector lets you build audiences from actual people. The ones on your site that are clicking your ads and checking out your competitors. They're launching an MCP server that lets you connect AI like Claude or ChatGPT directly to their platform. It connects to your LinkedIn ads and site visitor data. So instead of clicking through dashboards, you just ask your AI a question and get an answer. Hey, which ad creatives are fatiguing? Which companies are engaging but not converting? What's actually driving Pipeline right now? It turns your data into something you can use in the moment.
Dave Gerhart
Go and check them out.
Sponsor Host (Dave Gerhart)
It's Vector Co, that's V E C T O R CO Vector.
Dave Gerhart
You're listening to the Dave Gerhard show.
Julia (Director of AI and Adoption at Optimizely)
2, 3, 4.
Dave Gerhart
Exit. Super excited to do this session. So my name is Dave Gerhart. I am the founder and host here at Exit 5. We have built the top community for B2B marketers to learn what's going on in B2B marketing. And, man, is it a wild time to be a marketer right now. Super fun. I feel like I'm relearning new stuff every day. And because of that, though, there's a lot of noise out there and we want to make it our job to help separate the signal from that noise. That's why we do these. We do these twice a month. This is absolutely not a webinar. Twice a month, we do these Exit 5 live sessions, and we bring on a group of people who are doing the things that you're doing right now, and they're going to share specific examples. This often works like therapy because you realize you're not alone in feeling behind and feeling stuck and feeling you didn't know how to do that. But also it gives you a source of ideas and inspiration. And I know that you're going to get at least one or two new ideas today. If you pay attention and take notes, you'll get one or two new ideas today that you can bring back into your company with you. So I have an awesome panel. We have 1, 2, 3, 4, 5. We have five marketing leaders behind, behind the stage that are going to talk about what they're doing with AI and what's cool about this session is we have people that are at all different parts of their journeys with AI so you're not just going to get super advanced, complex, crazy stuff that makes you feel lost. We're going to show you a bit of, like, what would be crawl, walk, run approach to AI today. So first, though, if you're hearing me right now, I just want you to put your name in the chat. Let me know, like, what's your name? Where are you writing in from? And then why take the time out of your day to attend this session? What's going on with you and AI? What do you need to learn about AI? Drop that in the chat. Just so we know that you're here. All this is going to be recorded. You will also get a replay after this. Matt, big fan. Exit 5 while the chats roll in here. By the way, one of the best parts about doing these live sessions, that it is all marketers who show up. And so one of the best things is to actually participate in the chat, help each other out, ask us questions, share what you're doing. Like be an active participant in the chat. Makes this so much better. Also makes me feel less alone here. Here in my house talking into the camera. But this is great. Michelle in Florida, excited to get some new ideas and see where others are in the journey. The Claude propaganda. Is there a lot of Claude? There will not be any Claude propaganda on this, I can promise you. Kennedy's in Texas, Calgary. Trying to make the leap from AI to AI tools to agents. Want to see what others are doing? Kevin in Boston Learn a ton from these not webinars. Let's go. Thanks for coming back. Aaron Gris in Utah. Shout out to you. Shout out to you. Big fan of Exit 5. Allison's in VA, Julie is in London. Everybody wants to know what they this is great. Come on here. We could do this every Friday. Every Friday. Come in here. We're going to talk about AI until eternity. So I'm excited to be here. But hey, before we get into today's session, I bring up our guests and show you some really cool stuff. Everybody's got some cool stuff prepared. I just want to give a quick shout out to Optimizely for sponsoring this session today. Optimizely is an all in one digital experience platform that acts as the operating system for modern marketing teams, helping you create content, run experiments, personalize experiences and optimize your website. All powered by AI. They have a really cool product called Opal. We're going to see some of that
Pej (CMO at Menlo Security)
in a little bit.
Dave Gerhart
An AI agent platform built specifically for marketing teams. It helps you build agents that understand your brand, connect to your tools and handle the repetitive work so you can focus on the strategy and creative. Their team is actually here today. Shout out to them and they're going to show you some of these ideas and how to build agents for yourself. They've also put together an AI playbook for you to take home. It covers how to go beyond just prompts, how to build and govern an agentic marketing engine in a 30, 60, 90 day plan to get started. They will be sending it to everyone after the session. So keep an eye out. We'll hook you up with all that, the recording, the notes from all this and this from Optimizely. It should be in the chat right now. Thank you to the team at Optimizely for sponsoring this session. The word of the day is AI pilled. I'm taking them all. I'm in. That's my favorite new Term it used to be inbound marketer, content marketer, whatever. The marketers today, everyone's talking about AI pilled marketer. That's where we're at. So. Okay, Allison, why don't you bring everybody up here. We're going to do quick intros with everybody, talk about what they're going to show you. Everybody's then going to come back up, show you one or two examples of something they're doing with AI, and then we're going to bring it all back together for a group discussion, answering all your questions live here on this session. Okay? All right, here we are. Now I get to come up for Aaron and see. So let's go. My left, right. So Tara, Julia, Lily, Kevin, Pedge, tell people. Granted, there's a lot of people here and there's a lot of you. So quick intro who you are, what do you do for work and what's cool to you about AI and marketing and maybe a teaser of what you're going to show later.
Tara Corey (Marketing Lead at Optimizely)
Sure, I'll start. Tara Corey. I lead marketing at optimizely. Been with the team for a little over a year and it's an extremely exciting ride throughout my career focused on marketing operations, demand gen, and always, like leading transformation. I think this is the most disruptive period for marketing ever and it's exhilarating. I was also. You just mentioned you were going down to Florida. I was down in Florida a few weeks ago and it kind of reminds me of that, like roller coaster thrill. Right? Like you got fear, anxiety, like excitement. So it's really an exciting time to be a marketer and embracing AI and how it's really going to evolve our roles as we go forward to hopefully do some of the things that we love, like connecting with customers, telling great stories, being creative. So we hopefully don't lose that in this world of AI.
Dave Gerhart
Love that.
Pej (CMO at Menlo Security)
I love that.
Dave Gerhart
Let's bring it back. Let's make marketing about doing creative and fun stuff again. Next is Julia, and we already got. Julia hasn't even talked yet, but we got a shout out to your title, Director of AI and Adoption. So who are you?
Julia (Director of AI and Adoption at Optimizely)
What do you do?
Dave Gerhart
What is the Director of AI and Adoption do? And optimize.
Julia (Director of AI and Adoption at Optimizely)
Good question. Marketers might relate to the, like, you have a title and then you have your comma that just like tries to give a bit of explanation on what you do. But I'm Julia. I work on, yeah, integrated marketing, AI adoption. I mean, I've had the integrated marketing side for a while. I've been an optimize eight years. Not doing that for the full eight years, but kind of in the past few years focused on building the systems processes that connect are pretty big, diverse and very distributed marketing team. And over the past maybe six to 12 months, AI adoption has been added in as a kind of natural next chapter. Running our agentic AI program in marketing optimizedly. And I think the interesting part here is like, making sure we are customer zero of our own platform, proving it out in our marketing team, supporting other customers who want to do the same.
Dave Gerhart
Cool. All right. More. More on that in a minute. Lily Bond. Hi, Lily.
Lily Bond (Marketing and Sales Lead at 3Play Media)
Hi. Nice to be here. Thanks for having me. I lead marketing and sales at 3Play Media. We're a human in the loop AI dubbing and captioning solution for media based in Boston. And I think our team has had a lot of false starts with AI and I think that's probably something most people can relate to. So I'm going to talk a little bit about what didn't work for us and then what has really transformed our team this this year to go from what I view as ten to a thousand on AI. And obviously the limit doesn't exist. So who knows how low a thousand is in context. But it's just a really exciting environment now and I want everyone else to feel like they can get there. So I'll talk a little bit about that.
Dave Gerhart
Man, I love that my job is like, I'm literally. I talk to people about this for a living and that's what everybody wants. They want someone to be real about, like, hey, we did this. It didn't work. Here's the thing that we finally got to get it right. So I'm excited to go through that. And PEJ is here. PEJ is a CMO at Menlo Security.
Pej (CMO at Menlo Security)
Hi, everybody. Yeah, I'm CMO at Menlo Security. I've been here about three years. For us, this was about finding ways to work down that list of things we've always wanted to get done but never managed to find the time to. We found that AI gives us the ability to be more efficient, to be more agile, and taking those early wins and stretching that throughout the team is what our goal is moving forward. And we're off to a good start. Excited to share this with everyone here.
Kevin Clark (CMO of CompTIA)
Cool.
Dave Gerhart
All right, good intro. And last is Mr. Kevin Clark.
Kevin Clark (CMO of CompTIA)
Yeah, so I'm Kevin Clark, CMO of CompTIA, and we're the global leader in IT certifications and kind of expanding out of that area as well. And we sit in kind of an interesting position because we're not just figuring out how we implement it internally. We're also helping to train and credential the people who will be using AI. So it's kind of a. We got to do what we talk about a little bit. We have a very small marketing team. So for us, AI is beyond kind of something we want to do. It's something we kind of have to do. But, you know, as Tara talked about a little bit earlier, it's kind of also in that kind of roller coaster stage. I was thinking about it of have you ever seen, like a wobbling baby come lurching at you across a room? And it's like, awesome to watch, but also like a little terrifying. Like, that's totally us, right?
Dave Gerhart
My dog, my daughter learning to walk. This could be my parental instinct, her falling flat on her face and like breaking her nose. Is that what's going to happen right now? I don't know. Or is she going to exactly.
Kevin Clark (CMO of CompTIA)
Like, you're watching them come at you and you're thinking, are they going to hit the coffee table, the ground? Like, what's going on? And I feel like all of us are there a little bit. I mean, I definitely. I don't want to project on everyone else, but that's kind of where I feel like we're at.
Dave Gerhart
Do you hear that? Everyone should just sigh. Like, we all just kind of admitted, like, this isn't going to be the, you know, Claude code will blow your mind. In the next hour session, we're going to have some real practical conversation about what's going on with that. Okay, cool, Good intros. We'll see everybody in a bit. We're going to leave Tara and Julia up and the format real quick is going to be everybody's got a couple of minutes to show or talk through something that they just teased on their on this journey. So your job is hang out in chat, be a good participant, ask questions, put notes in the chat, help each other. We're going to go through everybody and then I'm going to bring everybody back on stage and we'll do a bunch of Q and A to hopefully help you out.
Tara Corey (Marketing Lead at Optimizely)
Okay, awesome. Well, thank you, Dave. And one of my, I think, secrets in my career has always been to try to find some of the rock stars in my organization and look for those change agents and champions. And that's exactly what Julia is. She's like the type of person within the organization you absolutely have to have that knows where all the bodies are buried, how they were buried. Where to find things, how things work. And I think that's one of the things that's so critical from an AI perspective is like, you have to know the processes, where the work is done, the workflows, and build on a solid foundation. And Julia knows exactly how to do that. So she, right out of the gates just became a natural at building agents and understanding how it could really work across the team, both from a people perspective, but also from a process standpoint. So I'm going to pass it over to Julia, who's going to share kind of how we actually operate our marketing and do the work, have our priority programs and ensuring that we're leveraging AI into our workflows, where the work's being done.
Dave Gerhart
I have one question to you. Before, this was not planned, but do you think if you were to bet out into the future, do you think more marketing leaders, VPs, CMOs, running marketing teams are feel like more of your colleagues are finding someone like a Julia to own AI? Like it seems to need to have an owner inside of a team. Just curious, like that strategic decision on the team.
Tara Corey (Marketing Lead at Optimizely)
I get to speak, which is the one fun part of being in the role that I'm in is working and getting to connect with a lot of CMOs across organizations. And I think absolutely, that's. We're seeing that where it went from a decent or started with everybody doing agents and so forth. And it really needed to be kind of more centralized. And we're going to talk a little bit later, but we're seeing that, like, pendulum swing to where we started with like, hey, here's a hackathon. Everybody, like go at it. And then we went to the mor like, whoa, this isn't working right. We've got now all these agents and they're not. Not all agents are created the same or some are sloppier, some are better at it. So we went to a more centralized, controlled model and I think we've actually swung the pendulum to sort of be in the middle right where Julia is sort of the shepherding our entire AI adoption strategy and approach where we're still letting. Not squashing the enthusiasm of building, but really making sure we've got some controls and guardrails into the mix and how we're actually rolling that out across the organization.
Dave Gerhart
Nice. Okay. Great context. All right, Julia, you got it.
Julia (Director of AI and Adoption at Optimizely)
Nice. Well, I think Tara mentioned. Yeah. The whole we're not trying to squash enthusiasm, but adding like a bit of centralized governance around things. And one thing that we did was a lot of like use case discovery. I actually think Pej later is going to talk through his version, so I won't tap into that too much. But our ethos generally in finding AI use cases is uncovering those ones that are going to free marketers from the kind of mundane, repeatable or easily forgettable but very important steps in their day to day work. And part of that is just making sure we're sort of building agents in the platforms that our teams are working in every day.
Lily Bond (Marketing and Sales Lead at 3Play Media)
I have some things to share about what we're doing now, but I want to start with what we've tried and then what's finally working. So a year ago, like beginning of 2020, an org we set an initiative for the company, like all teams are going to adopt AI this year. And there was a lot of momentum behind it, but nothing really clicked in place. And I think in reflecting back, the things that didn't work about it were that leadership wasn't jumping into like lead by example with it. We were asking other people to make this happen. And the tools that we were using required development support. So we had development support. But it meant that go to market teams couldn't really be autonomous in thinking about it. And what has changed this year are those two things primarily. So if you find yourself in that boat at all, my recommendation is to like stop, pause and start over. What really changed is like for the go to market side, I personally just started investing a lot of time in listening to podcasts, reading, and then every time I heard about something, I tried it and I found really quickly. Some tools were hard and some tools were easy and diving into the ones that were easy helped us make so much progress quickly that then we could move left and tackle the harder things. But you need to start in the right place in order for it to take off. And the amazing thing about marketers is that we have incredible ideas and incredible vision. And for the first time I'm seeing the marketing team be able to have that vision and immediately put it in action instead of having to like wait for ops, wait for dev, wait for other teams to do it for them.
Dave Gerhart
Big fans already popping into your chat because a lot of people can relate to what you're saying here, which is awesome. I was going to ask this too and then it popped up in the chat. Would love to know a little bit more about. You mentioned some tools are hard, some tools are easy. Could you just give us the narrative on that? If you say, we sent this email on Tuesday at 7:00am, do you want the specific name, name the tool, name the thing, like all that.
Lily Bond (Marketing and Sales Lead at 3Play Media)
Yeah. So last year we bought Cassidy AI which is a platform to help you build agents. But it was really hard to use and I think that that what made us fail initially, we're actually now using it again because we've gotten more sophisticated and we're successful with it. But the things that kicked off our team being super successful this year, first off is lovable if you are thinking about trying it. If you're like, how do I do this? Literally just go to the homepage and put in an idea that you want to implement and it's going to build you something beautiful. Their base prompt has beautiful in it 13 times and everything you produce is going to be like a gorgeous marketing ready page app tool experience. And that was like mind blowing to our teams is just like how quickly you could produce something that like on WordPress would be a nightmare and take you a week. So that really kicked off the excitement and the idea that you could do anything and like you can't actually do anything. But that feeling has been like lightning in the org.
Dave Gerhart
Also love the point that this was my experience too is anytime the manager is telling team, use this, use this, use this, use this, use this. But not using it themselves. It just works differently than like when you're now showing the team. I noticed even on our small team a change was happened when I started showing everybody like, yeah, I just want to show you something. Like check this out. I did this thing in clot and everybody's like, oh, I get it now. And I think when you're the leader and you're doing it and you're drinking the same Kool Aid and then also Taylor's oldest time humans, we don't like to do what we're told. We need to like experience it first and then pretend like it was our idea all along. And so I love, I love the way that you kind of like broke.
Lily Bond (Marketing and Sales Lead at 3Play Media)
Yeah, so. And I see some comments in here like it's great but it's a little difficult to uphold brand guidelines. There's a point where lovable is not the right solution for you. And we've actually moved left to really building on cloud code now, which is the same thing. You don't actually need to code in a terminal. You just vibe code your goal and you have a lot more control over the brand guidelines and things like that. But at the end of the day, we have taken a lot of the goals that we had and thought about the right tools to achieve them in so lovable was the thing that kicked it off. But since then, we've started using a lot of different tools to achieve a lot of different goals. And what I'm actually going to show you today, assuming I don't run into the same problem that Julia did, is one of the things that we wanted to improve is we kind of used a forcing function around our inbound process where we had promoted two of our BDRs, we had three BDRs, we had promoted two of them to AES, and we decided not to backfill them. And instead we decided to implement agentic prospecting for inbound responses so that we would produce the same pipeline value with one BDR for inbound instead of three. And we started by using some of these tools, like we started by using Cassidy and Claude and HubSpot data underlying to try to build an agent. And what we actually ended up doing is using HubSpot agents. And I think that's a really easy jumping off point for people. That was surprisingly impactful for us. A year ago, HubSpot's agents were not good, but recently they must be on Opus or something now because it's improved dramatically. And for inbound responses, from human response to prospecting agent, we improved our response rate from 18% to 46% and our meeting booked rate from 5% to 35% by moving to a prospecting agent. And I will show a little bit about what this looks like. It's super simple but really impactful. So you set up your inbound agent if you're a HubSpot user, looks a lot like workflows. You can either set it up as a sequence or you can set it up as adaptive where it will respond based on prospect actions and it'll delay emails based on like the best time to respond to someone. And the entire template is prompts, so every single part of this conversation is a prompt. And it's using research on the contact, on what they've done to build the response. So I'll show you an example. I contact MQLs, they go into the prospecting agent and immediately it's going to kick off research and it's going to look at the contact data, any previous call data, any notes, any recent engagement. So it's pulling in all of the web pages they've viewed, all of the forms they've filled, any webinars they've attended, and it's also going to pull in company research, both CRM and web, and then it's going to draft.
Dave Gerhart
So many people are damn Right now in our private.
Lily Bond (Marketing and Sales Lead at 3Play Media)
And this one, this was so easy. I built this first draft in 30 minutes and we were able to launch it the next week.
Julia (Director of AI and Adoption at Optimizely)
Week.
Lily Bond (Marketing and Sales Lead at 3Play Media)
This was such an easy workflow to like totally transform our inbound process with the tools we already had. This is just HubSpot's native solution and it did a great job. So the subject line was super personalized. It pulled in those prompted sections of the email perfectly and they actually booked a meeting on this first email. So I won't show more detail, but just an example of like this doesn't have to be that hard. It can be really fast to make impact if you just dive in.
Dave Gerhart
Was this something that was already existing and you thought of how to improve it with AI or was it. Did it not exist before?
Lily Bond (Marketing and Sales Lead at 3Play Media)
Our inbound process is someone mqls and a BDR follows up with them. We basically replaced the BDR follow up with this agentic follow up. So the process was there, but the AI versus human was different. And now our. Our single BDR is just spending all day on calls and in meetings, which is really the goal.
Dave Gerhart
That's the goal.
Pej (CMO at Menlo Security)
Love that.
Dave Gerhart
Great job. She does have more, but we can't share all of it. That's a wrap on you, right?
Lily Bond (Marketing and Sales Lead at 3Play Media)
Yeah.
Dave Gerhart
Okay, cool. Good job. Great job. Lots of comments in the chat. Let's go Shout out to Lily, CMO council member. No big deal.
Tara Corey (Marketing Lead at Optimizely)
That was a great example. Love that. That example was killer.
Julia (Director of AI and Adoption at Optimizely)
So are you seeing. Good afternoon Julia and my. Nice.
Dave Gerhart
Good, good.
Julia (Director of AI and Adoption at Optimizely)
Yeah. Yes. Okay. So we're trying to find and uncover AI use cases that are kind of freeing up marketers from mundane, repeatable and easily forgettable but very important tasks that are happening in their day to day. But one of the main things that we're trying to do is making sure we're integrating AI agent use cases into the work and the platforms that our teams are in every day. So this nice view here is our content marketing platform. It's kind of like any other sort of. Well, it's not like any other. It's an amazing platform. Work management content management platform. And we run every single deliverable that our marketing team works on is run through our content marketing platform. So we wanted to introduce AI into our workflows and our day to day work. So I thought I'd kind of share two use cases that kind of take you on the journey of content creation, ideation through to optimization and how AI agents kind of work throughout. And I think content creation is often like the first assumption that people take when Thinking about how AI can, how AI can support and that's not wrong, but we're trying to go beyond just like AI for content creation and more, finding those use cases throughout the content creation journey. So this is a blog post that one of our team is working on. It's all done in the platform. The brief for the blog post, they're writing the blog article here, we're pulling in a preview from the website and we have repeatable kind of templatized workflows that we're running. And I wanted to share this example because I think when people talk about agentic workflows and human in the loop, sometimes it can be a little bit hard to like, picture that. What do you mean? Where is this happening? Like, how am I then handing something off and then receiving the information back? So this is one example where we're actually in our content creation workflow handing off work to our AI agent to do those kind of checks and balances that our teams know are important but don't necessarily have the time to do. So in this instance, our content marketer, Leah, she completed her brief, she wrote the content, and then we actually handed off that piece of content, that article, to our eat checker. So anyone who's in the world of SEO geo know it's a super important step that runs it.
Dave Gerhart
What does that mean for those of us who are not in that world? What is the eatt checker expertise.
Julia (Director of AI and Adoption at Optimizely)
Someone remind me of second E authority and trust Expertise. Another E letter word and authority and trust. My mind's gone blank. Someone in the chat will 100% Maria
Dave Gerhart
says experience, experience and expertise.
Julia (Director of AI and Adoption at Optimizely)
Experience, expertise, exactly. They sound like quite similar words, but I think that's definitely it. Once it's completed that step, handing over to the brand voice checker and how our platform actually then runs that feedback back is that this agent went off and did its work. It grabbed the piece of content from here and highlighted. Okay. For the E app checker, this content has one critical issue and three advisory flags to resolve before publication. There's unsupported claim, maybe some outdated references, an internal linking opportunity, which is one thing our content marketers say they always forget to do, and shallow external citations. All feedback that's super valuable when you're still writing. And you'll notice that even though the brand checker step was completed, it didn't leave a comment and that's quite intentional for us. We also don't want AI just giving you information for the sake of giving it to you. So our other ethos is like, let Opal let AI agents recommend the work, but if it's not going to give you something helpful, it should just stay out of your way. And we really don't want our marketers to have to remember to go into another platform to initiate work. So that's kind of an example of how we're literally handing off work to our agents in the platform and happy to go into like the more kind of technical details of how that works, but thought this was a nice visual to kind of contextualize that.
Dave Gerhart
Did you mention the on the brief, did you mention how the brief gets created at all?
Julia (Director of AI and Adoption at Optimizely)
Today's episode is brought to you by Compound Growth Marketing. They're a full funnel demand generation agency that I've actually personally hired twice. That's right before, before I was a thought leader, I was an actual marketer, an operator, a VP of marketing myself. And CGM was one of the best agencies that I've ever hired. They help high growth cybersecurity, DevOps and enterprise software companies show up earlier in the buying journey where potential customers are actually forming opinions about which products to use. CGM is great because they offer the combination of AI, SEO, modern paid advertising strategy, and a dedicated go to market engineering team that you need today. So everything CGM does gets tracked, measured and improved over time. That means more pipeline for you. And this works because they were started by a former VP of marketing who gets this space. They really understand B2B.
Dave Gerhart
So if you're in search of a
Julia (Director of AI and Adoption at Optimizely)
new agency that can help you hit the number this quarter and you need help with things like AI, SEO and paid media, you should definitely go and check out Compound Growth Marketing. I call them cgm Compound Growth Marketing. Go and check them out at compound growth marketing.com and tell them that Dave and Exit 5 sent you.
So we also have brief agents that we can set up. So directly in here we have our AI platform, our Opal window, and this right here knows that it's on this task. So if I wanted to say like who's the author of this blog post brief, it would scan this Leomesenger, which by the way, Leomesinger, what a great name for a content marketer. And it can make changes, it understands exactly kind of where it is. So yeah, briefs, completely ripe. And we have plenty of brief agents to support making this. And then once you have a brief, you can open or suggest content based on that brief. But obviously no good content is like finished without doing some analysis. And we're all marketers on this call you can probably relate that we. I least hate GA4 is the worst thing ever. No one wants to go into it or either you have kind of one person or who somehow likes GA4 and then they become a bottleneck for everything that you need, all the data that you need to find. So we have our GA instance connected right up into optimizing Opal. This is just a general past 90 days kind of traffic report from GA, but it grabs so many insights and it's not only just giving you the data, but kind of giving you an action plan of what you can do. And this is completely kind of editable. If I wanted to make some tweaks here and then actually just download it as a PDF or a Microsoft Word document and share it to Tara to tell her how the website's performing, I can totally do that.
Dave Gerhart
Oh, we've come so far. They used to have this meeting every Friday. There would be this like management meeting and I would have to come in and I'd have to present. And for some reason the CEO and the two founders obsessed over like website traffic and it just fluctuated a lot. I didn't have a good story on, on why. And so like you'd have to go in GA piece together this match Salesforce data, try to come up with a story to be able to like chat with an AI agent, be like, can you help me figure out like okay, what are the plays? Because then it wasn't just about going to that meeting and being like the worst thing you do is like going to that meeting and be like, traffic is down, traffic is down. And here's why and here's what we're going to do about it is like just changes the whole tone of that conversation. I'm sure you know, that's like Tara can under can understand that as a someone brings that to you on the team. It's like, okay, we've we got a plan here.
Julia (Director of AI and Adoption at Optimizely)
Exactly. And we also kind of try and build our agents with this three sort of letter term of identifiers, identifying an issue, it's recommending a solution and then it's resolving. So actually another just my final example is like, yes, this is a general traffic report just from our dot com, but kind of going back to what would happen after the blog article is launched. We could also probably relate to maybe a bit of a set it and forget it mentality sometimes with content that we publish, remembering to go back and see if it's performed. So I just showed you like a full scale example of like our full.com platform, you can also get that same report on one single page. But this is a workflow we set up. So again, our content marketing platform has a kind of like ticketing work request system that raises alerts to people when something needs to get done. And this is an agent workflow we've set up that kind of just scans our website every single day and identifies if there is a piece of content that was published 30 days ago. It will then run a traffic report and identify whether that article didn't hit what we've set as our benchmark traffic metrics for the first 28 days. So in this instance, we had 180 sessions on this article in the first 28 days. It's going to highlight this, literally assign the work so that the marketer is aware of this and make some recommended actions. Leah could then jump in, accept this work, and literally start a task to run her optimizations and add another AI workflow to support this thought. I'd just kind of take you on a journey of like a content creation example that goes way more beyond just kind of generating the first copy and kind of keeping the human in the loop.
Dave Gerhart
Also interesting because like this shows how the role of in hiring content people. Over the years, it's always this weird mix of you want someone who cares about the craft of the content to make great content, but oftentimes that person is more of a creative marketer. They're not as analytical for all the different reasons. I think because of tools like this, because of AI, you can almost marry those two things together. Now we can have this super creative person who's able to do stuff at a more technical level and analyze content and measure content without having to be like, ah, that's not my side of the brain. I'm not going to manage that. We can like democratize that a little bit, which is exciting, right?
Julia (Director of AI and Adoption at Optimizely)
Yeah.
Dave Gerhart
You don't have to have a content person and a growth content person. They can be one person.
Julia (Director of AI and Adoption at Optimizely)
Yeah, exactly. And the human voice is becoming all the more important. So you're not just sending out AI generated content that's not going to attract attention. So this is. Yeah, truly just kind of augmenting the human skills. You're so right.
Dave Gerhart
Let's bring up Petch.
Pej (CMO at Menlo Security)
Hey there. So I want to talk a little bit about the process that we're using and or attempting to use here. 1. We wanted to make sure that when we started we found there was a ton of interest. Like everybody started playing with the different chatbots and the LLMs, but that kind of left us in a little bit of pilot purgatory, pilot paralysis, for lack of a better term, as we weren't really moving the ball forward with things that were generating a tremendous amount of ROI from a workflow perspective. So we've got this process now that we're in the midst of going through here still. The key things that, like, were the aha moments for the team were getting out there. Experimenting is key, but in many cases, you don't know what you don't know. You don't know what's out there. And if you latch onto a given set of tools, things are changing very quickly. So focus on the outcomes. And to do so, we needed to map out the roles, map out the workflows, find the areas where there were opportunities to optimize. If we saw huge chunks of time allocated to a given set of tasks, that's where we're starting to hone in on. And so that's kind of one variable.
Dave Gerhart
The other people want this slide, by the way, number. Let me teach you something about hosting one of these things. Number one thing is when people has a slide and either you're in an event and you see people taking pictures or people ask for it, that's how you know you got something. I think the reason this slide is hitting because I think one thing I've noticed, pej is like, it's very easy to just chase a shiny thing. And like, look, you know, there's. I can make cool videos. Like, I could use this voiceover thing. I could make these cool videos. I could do this random thing. It's like, okay, those end up just kind of be additive. It's like making a meme for your markets, making an image or something and having no plan for it. But I think this is why Lily's example hit so hard with people too. Because it's like an actual thing that fits so perfectly in the motion of the business. And now we can improve it with AI as opposed to just finding, like, new stuff to staple on, right?
Pej (CMO at Menlo Security)
Yeah. The key thing is this gives you this process, whether you use these steps specifically or something like it. It gives you a roadmap of where you can hone in and focus. And two, it also plays to the different capabilities that you have on your team. So as if you're a marketing leader, there's going to be different degrees of enthusiasm and capability there. Some folks on my team are, which I'll show in a moment, are diving headlong into cloud code and building custom applications. Some are happy to Just do a process improvement, you know, interacting with the chatbots and some are kind of in the middle and I think that's okay. You've got to cater to all those different skill levels. So that said, one of the key things that we were really taken with is branding and tone. For us, that was a big challenge of over a dozen, dozen and a half content generators on the team from product marketing through content marketing. So we have a number of writers, everybody has a different tone, everybody has a different voice. And we started, we've seen the divergence away from our branded tone and voice. So this is a tremendous amount of manual review that was happening. Now we can incorporate our branding guide directly into an application. So if I take a blog post that we just did recently, ironically on AI security and I want to go rank this, I can just drop this URL in here, it'll score it for me, it'll automatically rewrite it for me if I so desire. It can give me just recommended changes or some combination of two. So here I'll have it go give me a scorecard and the tracked changes that it's going to make. But the beauty of this is again, this would be a very manual process requiring one or two levels of review against a. I'm sure you guys have this in your companies as well. A very dense branding and guideline document. Ours is about 40 pages long and that takes something that would be hours. And if we're going into launches or major releases, these sort of activities stack up as you expect. And here you can see in just a few seconds it's gone out. It's giving me an overall score and it's outlining the dimensions. So here it's, it's saying for the voice characteristics, it's talking about the parameters and the rubric that we've set up for voice against archetype alignment, audience language patterns and so on. And it's giving the recommended changes or I can opt to go with, with something that's just done for me automatically, depending on the level. But this gives me that human in the loop ability to review and refine as well as understand what's, what's changing. Another area that I want to showcase. In fact, the. I believe my team member that built this little tool is on. On the live session with us today was analyzing.
Dave Gerhart
Good job. Look at. He navigated around that did not say webinar. I caught that little delicate.
Pej (CMO at Menlo Security)
I had to dance a little bit there, Dave. But we got through it. We got through it. So you know, when we, we do major announcements or messaging changes. We want to go and make sure that we're adapting our backlog to it, looking for gaps in our backlog of documents. There's hundreds of documents that, that we have to update. Pulling these, doing this in a, in a chatbot is untenable. There's document limits and caps. Pulling this into NotebookLM, we can create a very simple prompt. He's, he's loaded all the documents in there via URL, is able to execute the prompt, and it gives them a nice mapped out Google sheet that lays out which documents need updating and gives them the option to automatically update those documents as needed. Again, taking weeks of work and turning that into mere minutes. So there are fantastic opportunities for optimizing. But for us, it really started here in determining where we could get the biggest bang for our buck. From an ROI standpoint, what does all this mean?
Dave Gerhart
You're a CMO in this world, you've seen a bunch of stuff here. Where's marketing going? What does this mean? Your short answer to that question, how
Sponsor Host (Dave Gerhart)
are you rethinking things?
Dave Gerhart
What does it mean for the future?
Pej (CMO at Menlo Security)
Without overstating the platitude, this is one of the biggest changes I've seen in tech, period. And my directive to my team, it's not just like, hey, let's embrace AI for the benefit of Menlo security. This is a retooling of your own personal marketing capabilities. This changes the game for us and how we think about the different disciplines within marketing moving forward. So, you know, one thing I know for sure is this will not eliminate the creativity and the skill that marketers bring to the table, but it does force us to kind of adapt to this. Those that, that resist these sorts of tools, which I think that's eroding very quickly, are the ones that will get left behind. The ones that embrace it are the ones poised for continued success and greatness in marketing.
Dave Gerhart
Love it. Great job. Great session there. People will get this slide after all. Right, let's bring up Kevin.
Kevin Clark (CMO of CompTIA)
Yeah. So I am going to be a little bit more that watching the toddler walk across the room. I joined Comptia in late 2025 and was managing a much smaller team than I had in the past. But we really needed to produce at a high level and that's expected by our sponsors. I know everyone's always heard the do more with less really for us has become a forcing function. Right. And AI is what we see as being able to kind of make us small but mighty. But as we kind of looked at what we wanted to do. We didn't want to overcomplicate things. We wanted to kind of make one bet and lean in, not just add a bunch of tools and really focus on kind of changing our culture and the way we work together. And with that, we were kind of in the final stretch of our optimizely integration. So we sat down with them to look at some of what Opal could actually do on the platform. Not the hype and everything you kind of hear in the echo chamber, but like the real stuff, the stuff we could actually use day to day. And so that's where we decided to make our bet and to do that, though, kind of as a culture change, we kind of needed everyone to learn the system together so that they could support one another, hold each other accountable, and really help each other work through issues. We are at the very early stages, literally. My team ended opal u like 3 weeks ago. So, you know, I don't have any visual examples, which I will admit I felt kind of bad about coming in. But after watching everyone keep their cool heads, which was impressive and amazing as they shared their visuals, I'm feeling a little bit better about just kind of talking to what we're doing. So, like Lily, we were kind of looking at the easy stuff first, the stuff that would really help individuals, help them gain confidence in their skills, and also kind of really show the value that AI can add to each individual. So we get that buy in in the organization. So there's a number of things that we've been working on around as you kind of expect, synthesizing content, building campaign briefs. We've audited our AI tags for accessibility and used it to help synthesize our research reports and kind of break that into snackable content that goes out to use on emails and social and help support our sales team. But one of the ones that I found really interesting is I've been pushing really hard on accelerating the pace of A B testing on our site. And it's really been a struggle for us because as we look at kind of all of the people we need and the resources we need on most of the A B tests, we find that we end up needing some level of front end dev on most of the tests that really kind of make a difference for us. And our dev partners are great, but we got to kind of get time in a sprint and. And frankly, I just want to move faster than that. So, you know, as we were doing this, we said, hey, I wonder if Opal could help us solve that problem
Dave Gerhart
there, resistance, like, did you have to be the one to lead this across the team or did you have like, you got a small team? Was there one person who was like anti AI and didn't want to do this? How did you make everyone or bring everyone to get here?
Kevin Clark (CMO of CompTIA)
Yeah, I think, you know, to be honest, we just made it a bit of a mandate. When we were looking to do Opal University, we identified super users on the team. So people that I went to and basically said, hey, you're going to be the lead on the team. You're going to be the person that really helps on each individual functional area to make sure you're up to speed on what's going on. You're the person that people can go to with questions. You're sharing what's working with you and kind of creating that culture of learning. And what we also did is we said it's not just us. Right. Even though marketing is leading the, you know, the work that we're doing. I've had Rev Ops also go in and take training and sit in on this. We've had people on our development team doing the same thing. Because I need to make sure that as we implement and as we try to get the technology, you know, our tech stack matched up with what we're trying to do, I need buy in and understanding from each of those people across those other teams as well. So, you know, it's a marketing led effort, but it's not just marketing. Does that make sense?
Dave Gerhart
Totally. Okay, look, we have so much action in the chat. I want to bring everybody. Alison, can you throw everybody back up on stage real quick? We're just going to get to Q and A while everyone's here because it's useful. This question is a chat from Akshay. What's resonating more with your counterparts these days? Optimizing marketing spend using AI or shipping things faster because of AI? So are you doing more to optimize spend with things like SEO and AEO or more doing more creative stuff and creating net new things? Anybody have an opinion on that?
Pej (CMO at Menlo Security)
Yeah, I think that's actually a really good question on two fronts. I've been careful with my team to not make AI a means of explicit cost savings. That this is about efficiency, this is about agility. This is about expanding into areas that we've been meaning to always get into, but just haven't been able to make the time to do so. And this is opening the doors for us. And that's the approach we've taken and I think that that's one, puts people's mind at ease with what's happening at the macro level in the market with, with AI. And two, it is so much more fun to be able to do the things that you've been wanting to do instead of doing the equivalent of long division all day. You know what I mean? Like that's, I think that's really appreciated by the team.
Tara Corey (Marketing Lead at Optimizely)
Yeah, I'll jump on to that in terms of like, I've always been a, a big believer in, in intent. Right. Data and meeting people where they are in their journey and so forth and account based marketing. And I've never felt like we've actually had the content operations or to be able to see scale content creation, to actually do ABM at scale. And now I think AI absolutely changes that game. And I think our expectations as consumers are like, our expectation is that you're going to be super relevant all the time now or else it's just going to be ignored. So I think it's an exciting time because I think we've never been able to do the things we've actually dreamed of doing and now I think we'll be able to.
Dave Gerhart
I was on a call yesterday and this person showed me. This was with Claude Code doing a full SEO audit, finding keywords to rank for instantly, volume, target, cost, whatever, which has taken agencies, you know, weeks in the past, months in the past. And then you just get a spreadsheet with stuff, not only giving them that, but then also saying, okay, great, now that we have this keyword analysis, go and create a hundred landing pages was like to basically create a hundred different versions of templates across their site to be used as a lead magnet for search. And he generated a hundred variations of these pages in minutes and could have deployed them if we weren't on the call. And those are the things they're like, man, how do you train? You literally have to retrain your brain around solving some of these problems now when they come in, right, it's just like a totally different way of working. Another question that came in is, are you tracking different metrics now because you have AI agents and workflows, like have your KPIs and how you talk about marketing changed?
Julia (Director of AI and Adoption at Optimizely)
I personally wouldn't say they've necessarily changed. We just have much speedier, quicker access to those same KPIs and we're now reporting out on them so much more frequently. And then in terms of our actual we now. Well, the one new KPIs we have is Opal. Adoption and actually just AI adoption in general. And that's like a major KPI for us now too.
Dave Gerhart
That's for your product.
Julia (Director of AI and Adoption at Optimizely)
For us.
Dave Gerhart
Yeah, maybe. This is a question for Tara. Lily Page Ish. Are you making any different marketing budget decisions because of AI and AI tooling?
Lily Bond (Marketing and Sales Lead at 3Play Media)
I'm thinking about budget for AI and I'm thinking about what tools I don't need anymore. I'm not thinking about changes to, for example, our advertising or events budget. I'm just thinking differently about how we spend our software budget. I want more budget towards credits across platforms and less budget towards traditional tools that feel outdated.
Pej (CMO at Menlo Security)
Yeah, I'd echo Lily's sentiment there. We're reevaluating kind of the installed tech stack that we have today against what still holds water given how our workflows are evolving. And we are churning out some of the more data tools and reapplying that budget towards either tokens or AI forward applications that are replacing some of the legacy ones. Did I say AI forward on an AI AI pilled?
Dave Gerhart
There we go. That's a good way to put a pin. Okay, we're going to wrap. We're going to close right on time. Thank you for everybody. Quick shout out to Tara and Julia and Lily and Kevin and Pej out there at home. We'll send out the recording. We could probably link to everybody's LinkedIn also, I know a bunch of you want to connect and maybe ask some follow up questions. This was great. I got a bunch of ideas and notes from this session. We'll see you on the next Exit 5 live session. Thank you to the team at Optimizely for presenting this session, being a part of everything we're doing right now at exit 5. And here's to more AI adoption. And who knows what's going to happen two weeks from now when we do the next one of these. But I'll be there. I'll see you soon. Okay, bye. Hey, thanks for listening to this podcast. If you like this episode. You know what? I'm not even going to ask you to subscribe and leave a review because I don't really care about that. I have something better for you. So we've built the number one private community for B2B marketers at exit 5. And you can go and check that out. Instead of leaving a rating or review, go check it out right now on our website, exit5.com our mission at Exit 5 is to help you grow your career in B2B marketing. And there's no better place to do that. Than with us at exit 5. There's nearly 5,000 members now in our community. People are in there posting every day, asking questions about things like marketing, planning, ideas, inspiration, asking questions and getting feedback from your peers. Building your own network of marketers who are doing the same thing you are so you can have a peer group or maybe just venting about your boss when you need to get in there and get something off your chest. It's 100 free to join for seven days, so you can go and check it out risk free and then there's a small annual fee to pay if you want to become a member for the year. Go check it out. Learn more exit5.com and I will see you over there in the community.
Julia (Director of AI and Adoption at Optimizely)
It.
Podcast Summary: The Dave Gerhardt Show (Exit Five)
Episode: How CMOs Are Deploying AI Across Marketing
Date: May 7, 2026
In this engaging panel session, host Dave Gerhardt brings together leading CMOs and marketing leaders from Optimizely, 3Play Media, Menlo Security, and CompTIA to discuss the real-world deployment of AI in B2B marketing. The panel explores tactical AI applications across content, process automation, and revenue operations, highlighting both successful approaches and hard-earned lessons. Throughout, the guests emphasize a pragmatic, crawl-walk-run approach—eschewing hype for actionable insights.
"I think this is the most disruptive period for marketing ever and it's exhilarating."
— Tara Corey [06:55]
“If you find yourself in that boat at all, my recommendation is to, like, stop, pause, and start over.”
— Lily Bond [15:01]
“Some tools were hard and some tools were easy, and diving into the ones that were easy helped us make so much progress quickly..."
— Lily Bond [15:27]
“We identified super users on the team... you're sharing what's working with you and kind of creating that culture of learning.”
— Kevin Clark [43:02]
Impact:
Quote:
"This was such an easy workflow to totally transform our inbound process with the tools we already had... super simple, but really impactful." — Lily Bond [22:04]
Quote:
"We could also probably relate to maybe a bit of a set it and forget it mentality... this agent scans our website... identifies if there is a piece of content published 30 days ago... and assigns the work so that the marketer is aware."
— Julia [30:48]
Quote:
"This gives me that human-in-the-loop ability to review and refine as well as understand what's changing."
— Pej [36:38]
“[AI] is beyond kind of something we want to do. It's something we kind of have to do.”
— Kevin Clark [10:21]
“My directive to my team: this is a retooling of your own personal marketing capabilities... those that embrace it are the ones poised for continued success and greatness in marketing.”
— Pej [39:04]
"I'm just thinking differently about how we spend our software budget. I want more budget towards credits across platforms and less budget towards traditional tools that feel outdated."
— Lily Bond [47:19]
Replay, slides, and AI playbook resources available from Optimizely and the Exit Five community.