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This episode is brought to you by Walnut. Why are we pouring all of this effort into marketing? Driving traffic, crafting campaigns just to push buyers to a request, a demo or contact sales button? Come on. Today's buyers, just like you and me.
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We don't want to talk to sales right away.
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They want to explore your product themselves, see how it works and understand its value before booking a meeting. 70% of the B2B buying journey today is done before someone even contacts a vendor. So putting your product the center of your marketing is the best approach in 2025. And that's where Walnut comes in. Walnut empowers marketers and GTM teams to create interactive, self guided product experiences in minutes. No engineers, no delays. This is something that I could even do on my own. You can embed these experiences right on your site, in emails or anywhere in your funnel to let buyers engage on their terms. From awareness to close and beyond. That's the beauty of Walnut. You're getting a product that your sales and CS teammates can use to showcase your product before someone buys. And the best part, you get intent data. You can see which features prospects love, where they drop off and what's actually driving pipeline. The demo qualified lead is the new MQL. That's why over 500 companies today use Walnut, including Adobe and NetApp. And they're driving 2 to 3x higher website conversion rates and seven figures in pipeline on a yearly basis. So do you want to drive more leads, shorten sales cycles and actually show your product instead of hiding it behind another typical CTA on the website. Go and check out Walnut IO. They're actually going to build out your first demo for free so you can see what this looks like and how it will work for your business. That's Walnut IO. And tell them you heard about them from Exit 5. They'll hook it up and build out your first demo for free. One, two, three, four.
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Exit.
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Exit.
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Exit. Chon Lane is here. Sean Lane is an OG colleague and friend of mine from. We work together at Drift rip, formerly known as Drift, now called Salesloft or something like that. Sean. There's an insider nickname that Sean goes by. It's called Sal. And I'm going to tell this story because I don't care. And now I'm saying this because everybody can relate. You know, you work with a group of folks early on at a company and you kind of got this little like camaraderie going. I'm feeling it now with exit 5. I'm sure you have it with your company like the little nicknames. And for some reason one of the sales reps, and it's always the sales rep, it's all this is where this always comes from. Nicknamed him Sean Ass Lane. Like Sean Ass Lane. So everybody called him Sal. I don't know if many people. I bet as the company grew, like people didn't even know why they called you Sal.
C
No, but everybody surely started with an A.
B
That's like when I joined, you know, everybody calls me like dg and those are my initials obviously, but like I'm Dave.
C
Yeah.
B
And it was when I joined Drift that David, who is the founder and CEO, he on the very first day he was like, like I'm already DavidRift.com so you're going to be. And I don't think he knew or cared how to spell my last name. So he just was like, you're dg. And then DG was cemented.
C
So the best is now. So my two partners in my new business began are both from early Drift days. And so they know me as Sal. And so every once in a while we'll be on a client call and they'll call me that and the client will be like, wait, we need to pause. What did you just call him? And then I have to explain to them that for the last six and a half years people have been calling me Sean as Lane. And so that's an awkward moment as well.
B
All right, so let's just set some context for people. The quick version of like what you've done at B2B SaaS companies, how you would articulate that role and then I'm going to use that as a jumping off point.
C
So sure. So I spent the last 10, 11 years building out go to market operations teams at B2B software companies. Right. So you and I met at Drift. Spent about five and a half years there building out the different rev ops, sales ops, go to market ops, whatever the flavor of the day was or whatever we needed for those five and a half years. That's what I spent my time doing. Spent five and a half years at a restaurant technology company called Upserve. Before that doing a whole bunch of kind of tours of duty and customer facing roles. Ran the SDR team for a while, but ultimately ended up building out our ops team there. And then for the past year or so I've been a partner at go to market services firm called Beacon gtm.
B
One of my partners, my guy Sal, has got a little bit of a marketer in him because he wrote a book. We were looking for an excuse to reconnect. He wrote this book, Sean Lane and Laura. How do you say her last name?
C
Aiden.
B
Laura. Aiden. Who's Laura?
C
Laura was actually my boss for a little while at Drift, and then when she left, I took over her role. And so we just kind of always saw eye to eye and the way we thought about things and the way we worked. And so we were always looking for ways to partner together on something again later.
B
All right, so they decided, for the crazy reason, to write a book. And if I've learned anything, it's like, if you don't want to make money, write a book.
C
Yep.
B
Can confirm I get the royalty payments from founder brand. Like, it's like $27 a month. You know, maybe there'll be like Adam Robinson posts about on LinkedIn will get some more sales.
C
But take that and divide it by two, by the way.
B
Oh, yeah. No, no, I own all of it. I own all of it. So I'm not. Maybe for tax purposes, but I'm joking. But in all seriousness, I think it's super cool that you wrote this book. And this is. I think marketing is a little bit harder to like, to kind of put into a book because there's so much nuance into what could be marketing. You know, marketing could be brand marketing, could be design, it could be employment brand. There's a lot of nuance there. But I think something foundational like this. I don't know if you've ever read Peter Mahoney and Scott Todaro wrote this book called the Next cmo. It's very operational. I think this is a book, you know, I've just been flipping through it and, like, just some of the charts and tables and ways you have to think about it. I think this is a great idea for book and how you can kind of codify that so people can check it out. It's the Revenue Operations Manual by Sal. Just go to Amazon and type Sal Capital Sal and you'll find it. But I thought it'd be fun to do an episode on this because I think this is something that, you know, you joined Drift at an interesting time. Basically had grown from, like, you know, the economics were different then. Back then, it was impressive for a SaaS company to go from zero to a million dollars in a year. It's a little bit different now, especially if you throw the word AI in there. But basically, we had all this inbound coming in, and then we brought on Ops, and it was like, man, there were so many headaches from doing that. And I Think, as I've learned time and time again, and I've seen, the more you can think about some of this foundational stuff, right. The more it will make your job as a marketer better. And something that we like to talk about on this podcast is not just the job of marketing, but how important it is to be a business partner to the rest of the organization and to have, you know, your peers in ops and your peers in sales. So you work with a lot of early stage B2B companies, getting them set up with early GTM functions. What does that look like? And what are some of the common, maybe common mistakes people make and what it's like the recommended approach to start. What are most people miss and where do they need to spend more time?
C
Yeah, so I think the very common scenario that happens is you make this kind of transition from the CEO being the primary seller, you've got a founder led sales motion, you hire some reps, you scale the team and you try to make this transition from founder led sales to having a professional go to market. And there are so many pitfalls along that way. And what I think a lot of people don't necessarily realize because it feels so early. And how could any of the decisions we make now be that important? Some of the decisions you make at that moment have multi year ripple effects if you don't do them well. Right.
B
Like what's one that had a multi year ripple effect that was not done well? We don't have to talk specifically to drift. Could be somebody you've worked with. What's an example of that?
C
Yeah, so I think a great example is just how are you going to instrument the very basic milestones of your funnel? And so if you just think like, what are the things we want to count? Right. It could be as basic as leads, meetings, opportunities, customers. If you had those four things, do we all agree on the definition of those things? Do we all agree on how we're going to count them? And are our systems instrumented to count them? You really can't do anything more robust if you don't have those basic things in place. Right. And so whether that's because nobody built it into the system or nobody got everyone on the same page, and you think an opportunity means one thing and I think pipeline means another, and we never actually wrestle that to the ground. It's really hard to run the business if you don't have those basic things in place. Hell yeah.
B
This is so important because I think it's so easy to just, I'm coming At this from a marketing angle. Like, you just, you do stuff, do stuff. You're like, look at all the good stuff we're doing. And then you're like, wait a second. But. And we see this on LinkedIn all the time, right? People love to argue about MQLs. MQLs are dead. MQLs suck. Call it whatever you want, it doesn't matter. You could name it anything. It's like the disconnect comes from when the two teams, marketing generates leads, hands them off to sales, right? The disconnect comes, and correct me if I'm wrong, when the sales team does not think that those are of a certain quality. And so if you just do a webinar and then you try to call everybody in the webinar and you're like, nobody bought. Well, of course, like, that's not the right step in the funnel. Now it doesn't mean that webinars are broken. It means you have to think about where they should sit. Doesn't mean don't do webinars, but maybe there's a follow up that happens after that and then something else happens, right? It's like we would get bent around the axle so many times on like not being on the same page. And the only way to fix that is to get in the room and like literally sit down on the whiteboard and say, like, what is the lead? What is an mql? What is an SQL? What is an opportunity? When does pipeline get created? And I see this stuff come up in exit 5 all the time and I'm like, I can't help you with this answer. This answer has to come internally, right? You have to go grab the key stakeholders and sit down and do this together.
C
And I'm certainly biased, but I think ops can and should be the objective party in the room to bridge those groups together, right? Whether that's through setting up the right routines that we, hey, every other week we have this particular operating rhythm around pipeline generation, or it's about making sure that those definitions are in the same place. But I think ultimately, like at the end of all that, if you keep pulling the string of the example you were just saying what it all comes back to is like alignment on priorities. So if I'm the OPS leader and you're the marketing leader, there should be no daylight between what you think is important and what I think is important. And so if you and I sit down at the beginning of the month, the beginning of the quarter, whatever, and say, okay, these are the goals, I, if I'm A good ops leader. I'm going to come to you and say, these are the things that I think are most worth our time. And I'm going to ask you two questions. I'm going to say, hey, what is on my list that you don't think is important and what is not on my list that you do think is important. And if you do that kind of investment work, then when the inevitable new shiny thing pops up a couple weeks later that everyone says we have to work on, you and I are already grounded together and what we actually believe the most important thing is we can have a real prioritization conversation at that point.
B
Can there be common definitions for these things or is it truly like a company by company basis?
C
I think that there are milestones that can be universally applied as long as you are careful with like the nuances of your funnel. So let's say for example, if you have a more sales LED motion or a more of a product LED motion, you probably need to change some of those definitions. Right? Right. Or if you have humans getting involved in a certain step of your process, that is a BDR versus a rep, you probably need to tweak some of those definitions. But I think at the end of the day, as long as everyone's on the same page, Pipeline, universal, right? When you create a deal, maybe a little different on a per company basis. But as long as we say okay, when these three things are true, that's the moment in time in our business that we create an opportunity. And so we all have common language about what it means to be pipeline at exit five.
B
Yeah. If I could go back over again, it would be like, I'm not ready to do any marketing until we can agree on these things 100%. It's like you're planning a meal for a big party and you go out and you buy all the wrong stuff and then you got to cook it and you're like, we made this awesome food. You're like, well, none of us want to eat this. We're all allergic to this.
C
And I think another thing that people you asked about, common missteps. You have to match the complexity of your systems with the maturity of your company. So if you're very early stage and you haven't figured out those basic milestones that we were just talking about, you do not need that big fancy multi touch attribution tool. You are not ready for that. Right. If you're a primarily outbound driven business, you probably don't need the fancy like high volume lead routing tool. Right. What you need is like really great data and enrichment and an outbound prospecting strategy, you know what I mean? And so matching that to make sure that complexity and maturity are kind of in line with one another.
B
Yeah.
C
Will save you a bunch of these headaches.
B
Yeah. I always keep harping on like how important company goals are and I think people kind of like roll their eyes on that because they're like, oh, he has the simplest answers for everything. But I'm like, man, I've been fortunate to work with some really talented people. I think through drift we got exposed to like a lot of tier one companies because our involvement with Sequoia, like we got to do roadshows and meet all these amazing people and it's like you can see this wildly successful multi billion dollar company and it's like, actually no, the goals can be that simple. Things get more complex. But I see a lot of early stage companies and it's like the marketing goals are just fundamentally misaligned from what sales is trying to do. So like this is a high ACV sales led, outbound LED company. But then the marketing metrics are like about, you know, website traffic and newsletter growth and content downloads. And again, I'm a believer in all those things can drive the brand and drive outbound. But then you have sales on the other side saying like, we don't have any support for marketing, life is too short. Like blow up all the marketing stuff and figure out how we can get aligned with sales and get aligned with ops. And like we have to come up with a playbook that's going to work for this strategy. And I think a lot of times where this falls down is sales team might be good, marketing team might be good. But you've seen this at the executive level. The execs and the founders can't get on the same page. And you have all these different competing priorities. And that's why having you all, from an ops standpoint involved in the planning process is so important because you can't set the right goals without first a clear strategy. Right. Or it would first be like, what are our goals? How much do we want to grow this year? And then the strategy is going to be like, and how are we going to do that? And then the sales marketing ops plays are going to fall from there.
C
And by the way, like, especially at that executive audience level, like they do not care about the nitty gritty workflows or definitions or anything like that. Right. Like they care about the outcomes. And so your example of like the schism between sales and marketing is a good one. But like that is true even if you just focused on marketing and marketing ops, right? Like I talked to plenty of ops folks when I'm talking to them because I agree with you. We talk about goals all the time. If your goal is I'm going to build this workflow or I'm going to launch this tool, that's no good, right? Like that's not actually going to help. And so what I encourage people to do is try and tie the goals that they set with their marketing partners back to business outcomes. We are going to increase the number of meetings that an SDR books on average from X to Y. We are going to increase productivity per rep from A to B. And then if you visualize like you and your marketing ops partner, you're sitting down at the beginning of the quarter to make your goals. The thought exercise I encourage people to do is think about yourself on the last day of the quarter. If it takes you more than 30 seconds to know whether or not you hit your goal or not, you did not do a good job writing the goal. Right? Super ideal world. The goal is literally like linked to a Salesforce report. You open it up and it tells you the answer, right? There's no yellow kind of we got there. That should be the level of instrumentation with the goals that you're talking about.
B
Do you think at certain types of companies it is easier or harder to do this? Like I've always kind of had the narrative that if you have like a freemium low touch business, it's much easier to instrument and measure because it's more similar to like a consumer purchase, right? Like you know, loom sells, you know, it's $9 a month or whatever. Like that's going to be a lot of like high volume traffic, direct response marketing. But a lot of the people at companies that listen to this podcast are more in the mid market to enterprise where marketing is not really black and white. It's like we did an event and it's not like the meetings are just going to fall out of that event or why do we have a podcast? Do you all come up in this like with your business now with Beacon? Is it harder when companies have like multiple funnels or more of an enterprise motion?
C
So the short answer is yes, I do think it's harder in different types of businesses. I think before even answering that, I think something that probably you and I were guilty of to a certain extent at different times is all of those different touch points that you just talked about those are good, right? Like, I think so often people are like, well, it's just so complex. It's hard to know where exactly this thing came from. If your prospects from your target accounts are engaging with you in multiple ways, that is a positive thing. That is not a negative thing.
B
Listen to Sean say this. It, it is. However, it breaks inside of a company because everybody's compensation is different. The goals are different. You don't necessarily win if you have that. And so, like, my favorite model that I've heard on this podcast is Hilary Carpio, who, I don't know if she's still there, ran ABM at Snowflake and I was asking her all these questions about sales and marketing alignment. She's like, I don't really understand the question. Like, we're one team because we have this like enterprise ABM motion. Our job is to help sales get into accounts. And I'm like, ah, I love the clarity of that. No one in that world is like trying to justify the ROI of a blog post because they're not looking at the blog post as a, like, how much did it cost to produce this blog post and how much roi? It's like multiple touch points from accounts over time. You can measure all that and leads to a deal.
C
Yeah, love Hillary and Travis. Their book Busting Silos. By the way, very good on the topic that you're just describing. So what I bang my head against the wall for a long time before finally figuring out is you have to know the question you're trying to answer in order to do this. Well, right. So if you're trying to determine the ROI of individual marketing campaigns, you should not also simultaneously be saying, who's in charge of X dollar amount of pipeline? And that's part of Hillary's point. Right? Which is like the question of should we continue to run this campaign or what was the ROI on it and should we do it again next year is very different from saying we have a million dollar pipeline goal, which team is going to be responsible for generating 25, 50, whatever of that goal. And so I think as long as you're clear about the question you're answering, then the way you would go about doing that is going to be a little bit differently. And so if I'm focused on pipe gen, then great. What I can say to marketing leader, sales leader, SDR leader is, okay, you are now responsible based on the plan for this part of the contribution. Your job is to go figure out the how. And as long as you build your plan in a Smart way that's rooted in reality and rooted in some very basic key assumptions that are not wildly different from what the business has been experiencing. It makes it much easier to then have those conversations.
B
Yeah, I wish I think this is more from like wisdom and confidence as I've grown older and seen more things. I'm sure you have. I wish I had more of the wisdom earlier in my career to blow things up more. And when I say blow things up, I mean like, let's wow. Everyone on the team is busy. Everyone on the team is stressed out, but we're not hitting our goals. Like, oh, that's because what we're doing is not aligned to what sales needs to do. So like why do we have this podcast? Why are we posting five times a day on Twitter? Why are we doing these webinars? And I think you need to be completely non biased into what those marketing programs are and like be ruthless about the goals and what can we stop doing and what can we cut back on and focus more on getting aligned with sales and ops? Sean, tell me about maybe using some of the lessons from your book. Let's talk specifically to marketers. This is your chance to let's give some revops wisdom lessons learnings to marketers listening to this. And I want them to leave this podcast being like, I think I got smarter about that topic today. I'm going to take this back to my company. Where should we go?
C
Yeah, so I think there's a few things and first is like, we very much make the case in the book that the relationship between marketing and marketing ops or whatever you call it at your company should be a partnership. Now that's very easy for me as an OPS person to say. And every single OPS person you talk to will tell you that they want to be a partner and not a support function. But what I also tell the OPS people is that you have to earn that seat as a partner and not as a support function. And the way you do that is through providing value. And so for the marketers here, like, I would make sure that you are kind of meeting those OPS partners halfway and what that relationship looks like. And so the ways I think are really helpful to build that trust. Right. Is from an OPS perspective. I want to understand the day in the life of the marketers on my team just as well as I understand my own job. You know, if I'm the guy behind the spreadsheet like you and I would not be talking six years later. I have to fully understand the work you do. What's important to you. And so that's like just foundational as an ops person.
B
Yeah. It's like, can I go to you and be like, I'm really good at the marketing part of this. I'm not really good at the operational piece of this. Here's where we're at today, here's where we need to go. Like, what do you see? And I remember, like even before you joined, Will was that first person for me, which is like, oh my gosh, I don't have to build this plan on my own. He's like, look at this. Let's look at the last two quarters of deals. Like, our number one source is this. But I looked at your plan and you don't really have anything. Oh yeah. Like, don't get defensive about that. Like, our goal is to win together. Let's meet in the middle and work on this thing together. Right. I could see somebody listening to this and be like, well, that's nice for them. They have an ops team. It seems like you would believe in hiring that ops role early on at the company so that sales and marketing don't have to spend so much time doing this on their own.
C
Yeah. And team is probably a generous term for a lot of companies. Right. In a lot of these places, it's one, maybe two people.
B
Yeah.
C
So if you're thinking about, are we ready? I would say going back to the beginning of our conversation, if you have made the transition from founder led sales into having a more professional go to market, you have some sort of repeatable sales process and product market fit, you are ready for an ops person. Right. And that person can start to work on the instrumentation we talked about. They can start to look around corners to see where parts of your plan are going to break if you succeed and grow. And they can anticipate that, but also like, they can be the one who starts to embed this kind of data driven mentality into the DNA of the company. And I think marketing leaders, CEOs, sales leaders don't necessarily realize the outsized impact that they can have on the culture of their company when it comes to reporting data decisions, things like that. Like every website you go to will tell you, like, yeah, we're a data driven company, we use this to make decisions. But how that's actually embedded in the company I think is important. And then another thing I would add just about the overall partnership for marketers is think about the routines that you have, the operating rhythms you have with all of your internal customers. Right. With the sales folks. You Work with. With the ops team you work with. Like I knew for five and a half years, every Tuesday at 4 o', clock, I had a meeting with whoever the marketing leader was at the time. And that was our time to make sure we were on the same page about the big rocks for the marketing team, how the team itself, the people on the team were doing, how we were doing against our goals, and then some of the, like, more operational tactical stuff. Ops people always want to lead with the operational tactical stuff because that's the stuff that we're most comfortable with. But you have to go back to your earlier point, which is like, what are the big rocks and the goals? And so. Yeah. Or think about that example, like kept us aligned.
B
You and I could meet and there could be something like some number that we're not hitting or some technical thing or some obscene that we got to figure out. It can't just be numbers discussion because. Well, actually, Sean, the reason is like, this person is like actually really not good at their job. They're underperforming. We're on the process of working them out. Okay, let's pause that and let's go focus on something else. You got to know about all the dynamics. I love what you said. If we could rewind back for all you listening. Did you hear what he said? He said your customers internally. Right. If you're not thinking about the teams inside of the organization as your customers, then this job is going to be hard. You have to understand that you have to serve those other people. I've come across many marketing leaders. I was one myself in my earlier days where it's like very defensive. Nope. You can't see what we're doing. Nope. I'm shut down. Nope. You do your job in sales, you do your job in partnerships, you do your job in product. No. Life gets easier when you think about everybody as an internal customer. And ideally everybody is set up to succeed if the company wins. The best bonus and comp plan I've ever been on was not when we hit some arbitrary marketing goal, it was like, oh, if the company achieves this revenue number, then like, boom, VP of marketing gets a ray, a promotion, whatever. A bonus. Right. Having everybody aligned around the company, success. That also tells you how likely people are going to want to be to treat everybody as internal customers.
C
And I think that's something that operators and marketers have in common. Right. My job is to make other people better at their job. The whole reason why a company decides it's worth it to hire an operations team is that they believe that the salary they're going to pay you as an ops person is less than the yield that you are going to create in the work that you do. Sound familiar? Like marketing is exactly the same thing. Right. The whole reason why your salary as a marketer exists is that they believe that that will be less than the outcomes that you can drive for the company. And so I think the roles are very, very similar in that way.
B
Any other lessons for marketers?
C
I think as you think about the partnership that I talked about, the other thing to keep in mind is that you're not always the only customer. Depending on the structure of the ops team at your company, there are some teams that are set up to be completely decentralized, where marketing ops reports into marketing. You and I are always going to work together, but there are other places where an ops group might be more centralized and they have a lot of different stakeholders and there's pros and cons to that. But I think ultimately what you want as a marketing leader is one, someone who can go toe to toe with you and give you feedback and give you ideas and push back on potentially things that you guys might disagree on. And two, you want someone who's going to be able to look at things with a more objective lens and say, yes, I think this is an important thing for marketing, but this work over here I think is more important for the entire company. Let's have that conversation. Because if you do have a centralized ops team, that's their job.
B
Yep.
A
This episode is brought to you by a team that I've personally hired twice, Compound Growth Marketing. And they're smart enough to sign up as a sponsor for us here at Exit 5. I work with John and the team at CGM, both at privy and Drift.
B
And if you're trying to figure out.
A
Demand gen, they're the team you should call. Especially in a world where so much is changing. With AI, they know what they're doing. They're grounded in first principles. But they're also fast and adapting to what's changing with technology today. They've managed over 50 million in ad spend for fast growing startups and public companies. But here's what really sets them apart. They don't just run campaigns, they build systems that scale. Compound Growth Marketing has leaders and consultants who've been in the trenches at companies like Hunt club, goto, workable, monster.com and IBM. So they show up like true operators, not vendors. They understand what it's like to have the pressure to hit pipeline targets and to Be accountable to the sales team inside of your company. And the biggest unlock, they blend demand gen with something that they call GTM engineering. It's a mix of low code automation, AI workflows and systems thinking that helps drive more revenue. It's not just about leads, it's about building smarter, more efficient go to market machines. Most agencies are still stuck on cost per lead models. But Compound focuses on full funnel roi, pipeline creation and long term growth. If you want a partner that understands your goals, moves fast and can actually help you win, go to compoundgrowthmarketing.com that's compound growth marketing.com and make sure you tell them that I sent you there.
B
Do you have any guardrails or guidelines around? Just like budgeting and planning, long term versus short term, something that comes up a lot is, you know, we're only doing short term initiatives because we're always under pressure to like hit the goal this month, this quarter and we've all been there. But then all of a sudden next year the plan grows 50% or 20% or whatever. You can't just take the marketing channels and drag the spreadsheet. Everything's going to grow. You need to be investing some dollar amount in time and people and programs to be planning for growth. But then I get this pushback from people in our community. It's like, well, I don't know how to like how do you talk about that with the CFO and CEO? How do you make sure you carve out resources for that? How do you do marketing? That's more in like the experimental bucket. Have you come across this? Do you have any guidance guardrails around this? You know what I mean?
C
I do know what you mean. And so I think a helpful way to think about this is actually how I ended up structuring a lot of my teams and the way that I encourage folks to build their ops teams now, which is I break the work down into three buckets. Planning, execution and insights. Right. And so planning is everything that happens before any customer facing reps are even in their seat. So that's all of the budgeting that you were just describing. That's headcount, quota planning, that's comp design. What are the things we want to incentivize? But it's also strategic decisions like what industries do we want to go into, what regions do we want to go into? Right. So that's planning, execution is all about the actual day in the life of all those internal stakeholders. What does the customer journey look like? Pipeline management, prospecting, all that Fun stuff and insight should be the bridge between the two. But your question about planning, I think the most important realization there is that planning is not a one time annual exercise. Planning is happening all the time. Every single change that happens within the business has ripple effects. And so if you as a marketer only view planning as something that happens in Q4 in preparation for, you know, the big new annual launch in Q1, like, you are going to be sorely disappointed. And so when we actually built that into the structure of how we specialize people within the team, we were much better prepared for that. Right. So there was somebody whose job it was to focus on planning in marketing and sales. And so if you have someone who owns that and is thinking about that all the time, it makes it a little easier. So you have to be intentional about the way you design your team to account for, you know, the moment that you publish a plan, it's out of date the next day.
B
Yeah. And then you gotta change it six times and change everybody's goals and roles and everything. I like the ratio of, I don't know if it's 80, 20 or 70, 30, but basically like, all right, I'm going to give you a million dollars for your marketing budget this year. It feels like roughly 70% of that you should spend on the people and programs and tools that are going to help us hit this year's goal. And then there's kind of 30%, which is more in the experiments, things we're testing. Maybe you're going to put the podcast in that bucket because it's not like a direct sales influencer, but that's a benchmark that I've heard that seems to be pretty useful just from a, you know, time and talent standpoint. Right.
C
I think that's true of experiments. I also think it's true of like the longer term investments you need to make work that is not urgent. But you know, we talked about definitions before, right? Same thing. If you're building out how your campaign hierarchies are going to work, this is not exciting stuff, but it's going to work for years and years after you get it done. And so I think those kind of fall in that same bucket. And then the most important thing, whether it's the marketer doing it or the ops person, is that someone is on the hook for measuring and reporting back on how that experiment went on a very specific time horizon. So we're all busy, we're all happy to move quickly and move on to the next thing. But if you're Going to run an experiment, one like you should have a clear why that you're trying to test a hypothesis for or whatever. And then once it's up and running, tell everybody 30, 60, 90, 120 days from now. My expectation is that we're going to be here, I'm going to measure it and report back. If you just move on to the next thing really, really quickly, then you might as well not have done the experiment at all.
B
Let's talk about some of the more bottom of the funnel stuff. One of the best marketers I ever worked with is a guy named Ryan Pinkham and he I would always be like the way to grow is more, more, more, more ads, more new stuff, more ah, you know how I am like launches do this and that. And he's the one that he reminded me of you in a lot of ways where it's like, well actually look at this, look at this segment right here. We're only winning, we're only closing, you know, 15% of the deals in this bucket. And I'm like, oh man, okay, so what if that was 20%? What if it was 25%? What if, would we hit our number? Yes, we would. Well shit, what are we doing all this other stuff for? Like let's go focus there. Can you try to talk about like marketing's role in those more bottom of the funnel? I think it's very easy to just do more stuff, but there's so much, especially in B2B, especially as you go more up market that happens. Like I don't know if behind the scenes is the right way to put it, but it's something about like the sales handoff, sales enablement you mentioned, sales rep productivity, like you've seen all that stuff really play a big role. I'd like to just talk about that for a minute.
C
Yeah. So I'll start by saying win rate is a really hard thing to move. Right. And so I think if you approach it by saying in your example win rate's only 15%, how do we get it to 20? It's going to be hard to tackle and it's an enormous meaty problem. What I have seen success in though is if you can break that down into more bite sized chunks, right. So I'll give you a couple examples. One is I've done this like deal ingredients exercise a few times where there's so many things, especially in the last couple years that are out of a sales team's control, right. A champion gets let go, you know, budgets get slash right and so what are they?
B
I feel like I've worked with CEOs and sales leaders who would disagree.
C
To each its own, right? Yeah. But if you were going to say, look, if we were to make a list of the ingredients that are absolutely within our control, what would those be? And then can we prove with data that those things actually help? And so built out a scorecard that was basically like, if you have three plus contacts involved in your deal, if you have VP or above seniority in your deal, if you have a documented mutual action plan. And then I would show reps like green and red, what the win rate is when you do and do not have each of those things. And it was wild. Right. You might as well not even suit up for this deal if you didn't have these very basic ingredients included in your deal. And so, like, that was one way, if you're maniacal about those three things, that you can just naturally improve win rates just from behavior.
B
Right.
C
And then I think to your question, then it's like, all right, well, how do we get other people involved in this? What I would do at that point is then start to break it down by different stages in your sales process. So you might say, look, like we're creating a bunch of pipeline, but more than half of our deals never make it out of discovery or whatever your version of stage one is. And so then if I'm a sales leader and I'm an ops leader, I might come to you, the market leader, and say, hey, people are meeting with us, but then we're having a really hard time creating a compelling reason for them to continue the conversation, or we're not doing a good enough job of uncovering the pain that would encourage them to actually scope out a solution with us. And so then I, as an ops leader, would say, all right, our goal this quarter is to move the needle on the stage one to stage two conversion rate from 40% to 55%. Right. And that's going to be worth X in dollars. Well, it's got to be put together. Report on that. And we say, okay, at the end of the quarter, how'd we do? We got from 40 to 47 AWEs. These are the wins, these are the lessons. And all of a sudden, that works its way down through the rest of the funnel, and you get a lot more money at the end of that.
B
Well, I think to your point about the plan kind of always changing, that's an example where, like, the goal is not changing, but, like, oh, yeah, we found this thing. And so Actually marketing, like we're not going to do so many launches. We're not going to do so much top of the funnel stuff because we're going to focus for the next 60 days on this, which requires a different set of activities. And I like how you went back to solving that problem. It's not like you can just magically do something to increase the win rate. But as you start working your way back in the funnel, it might be because maybe some of these people are not qualified in the right way. Maybe there's some follow up that's missing. Maybe there's something with rep productivity. Right. Maybe we're not getting to enough deals because we're, we only have five sales reps and they're all just jammed out to the max. And so there's like good people coming in that we're not getting back to. There's just. I wanted to put this one on the record, on this podcast just to remind marketers that there's often so much to this job that's not about like a new landing page, a new ad campaign. It's the stuff that might already be in your funnel. Especially with what you can do with tech today. Like, you can know lots of things about people without having them fill out a 15 field form on your site. You can know who's coming to the site. You can understand rep productivity beyond just like counting, counting them by hand. You can measure all that stuff. So having you talk about meetings, one of my biggest things that I think about with B2B is like you go to any B2B company's website and it's like the only call to action is like, get a demo.
C
Yeah.
B
And the sales leader wants more people that get demos. Okay, great. Well, if you just run LinkedIn ads that say get a demo, it's not gonna help. Right. And so do you have any wisdom around, like, have you seen companies build or would you coach them to build? You need more like middle of the funnel offers and like you need ways to bridge those gaps. If you just have do marketing and everything is driving to get a demo, it's going to be hard to like increase hand raisers. Have you ever seen anybody do something? Like at Drift we did this like test drive thing or Tom Wentworth loves telling me about Optimizely. Used to have this thing back in the day where you'd like test what it looked like on your website. Or we worked with this SEO company and we did a sponsorship thing with them and they crushed it because they weren't like, hey, Go get a demo of our SEO tool. They were like everyone who attended this webinar today, go to this URL, plug in all your stuff, and we're going to give you a free SEO assessment and tell you what you need. The conversion rate from there is amazing. I think there's just like a gap in the steps of the funnel. You have a lot of really good stuff about like the customer journey in your book. I'm just curious if you have any learnings or can relate to what I'm talking about here with everyone drives to get a demo. Of course we want more hand raisers, but how do you actually do that?
C
So the first thing I would say is I would make sure that whatever version of that customer journey you decide to build actually makes sense for your product and for your end customer. Right. And the reason I say it that way is I think everyone wants to be like, oh, we're going to move towards this more product led growth motion or we're going to do this. Like if that doesn't make sense for your customer, like do not do it. That is not just a one size fits all recommendation that you can take.
B
Right. Like in the Drift example, we realized that like the enterprise customers that we wanted to sell to, they were never in a million years going to just slap the free code on their website and just test a widget out. It's not going to happen. Right?
C
Yeah. We have a client right now that sells to multi location, franchise, hospitality and fitness groups. Like the way that they react compared to a B2B tech executive is very, very different. And so if you just try and copy and paste your playbook from one company to the other, like that's not going to work. Work. The one thing I would say is like if you do have that opportunity to build more of a either product, LED motion or some sort of trial or POC at the top of that funnel. There are a couple things that are really important from an ops perspective that you have to get right. If you go down that path, you have this amazing treasure trove of data that's going to tell you the right moment where a human being actually should come in and when it is time for a meeting. But if you're not instrumented in all the plumbing of how that works is not set up right, then you're going to be in big trouble. Right. Because you have no idea how people are using it, you have no idea who the most engaged people are and you have no idea when to bring somebody in. So that's problem Number one and then problem number two is let's say you are instrumented in a really smart way and then you've got your triggers set up and it's going to the right people. The follow up and actual work from the reps at that point becomes even more important. And so you have to be wildly prescriptive with okay, at this usage level we're going to put it into your, you know, flaming fire hot leads list here. This is your job at this point in time. And by the way, we're also going to arm you with all of their usage data. So when you get on the phone with them, the ROI is already there. And again that's way easier to say out loud than it is to actually do because you have to have the instrumentation done right, you have to know which signals to surface to the repto. It's not overwhelming and you have to turn that into a compelling conversation with the client. Right? And so like I've had a few folks from Slack and Checker on my show who have talked me through all of the work that's required to set something like that up from a product usage standpoint. And it's a lot, right? And I actually think especially as we get into more companies that are moving away from seat based models into more consumption based models, all of that work's going to become non negotiable. Right? You have to have that in place in order for the rest of your go to market to work.
B
I've scribbled down a bunch of random things that I want to ask you. So we'll do like kind of quick, you know, shortish answers to these, like try your best to have a definitive take on them. Thoughts on the concept of engaged accounts to measure the success of marketing when selling more up market. And I'm asking because a lot of times the further up market you go, the harder it is to measure the direct value of marketing. We're doing all this stuff. I want credit for all the people that come back to our site. They may not buy now, but can we cookie them, can we track them later? Engaged accounts for measuring marketing.
C
I think it's a good idea to have that metric. I would narrow the definition to be engaged target accounts. What were the accounts that we all said we were going to go after together and did we get engagement from them? But then to your point, it's a helpful leading indicator to pipeline and so it's not the end all be all.
B
Okay. Out of all the companies I've seen, I have this belief now that the only thing that matters is differentiation from a company standpoint. All the other stuff, you have to do it. But the 8020 is going to be, does the company have strong positioning and are they well differentiated in the market? I believe that's the 8020 for sales and marketing success.
C
I'll maybe take a slightly more refined version of yours. I think it's about utility. Like the product has to be a must have. And I think no amount of great marketing can make up for a bad product. A great product will overcome subpar marketing all day long.
B
If you're picking a job, I want to go to the one where the founders have a strong vision and you believe in the future. Right? So, okay, you're a strange breed in that you're ops guy, numbers guy. The wallpaper in your house is like the rows of a spreadsheet. But you have long believed in podcasting. You've had a podcast for a long time. Talk to me about the ROI of doing a podcast for you personally.
C
Far and away the best networking tool that I've ever had. It's an amazing reason, as I know it is for you to like. It's a great excuse to talk to smart people and to learn. And then, you know, here we are five years later and the podcast became this amazing repository for the book. We've got 50 plus operators from a whole bunch of different industries that I never would have talked to. And those interviews ended up becoming a lot of the source material that went into the book. So for me, yes, it's hard to tie back to very specific ROI on download numbers, but I would not have, I wouldn't be doing what I'm doing right now without the show for sure.
B
Good answer. I knew you were going to say that. You know, it's a question that I see come up a lot and it's one of those things. It's almost like writing on LinkedIn in some way. It's like you just got to start doing it. And I promise you, when you start doing it, how you measure it is going to change along the way. Like, if you get out of there, if you start a podcast out of the gate and you're like, my goal is sales, I'm going to generate sales from this, then you're going to be wildly disappointed. But if you're like, I'm passionate about this topic, I want to distribute knowledge about this topic, I want to meet interesting people, then all of a sudden, boom, Inbound comes in and you do find the sales later, six months later, you're like, hey, I found out about you because of this thing. Like, for us, outside of LinkedIn, our number two channel for Exit 5 members is the podcast. Right? But it comes in waves and we see people join all the time. It's like, hey, I've been listening to your podcast for six months. I just went to your event and now I'm joining. If we only did this to generate that, you wouldn't get it. So I think you can apply that approach to your company podcast as well.
C
It's the easiest thing in the world to stop too, right? Like, you have to, you have to care and be persistent about. This is something I'm going to continue doing, but same thing, like, people who I've never met, who now, especially with the book coming out, have been listening to your show for four years. Like, thanks so much ordering the book.
B
Yeah, Well, I also think your show is a good example of, like, you can build. And even I feel it in this show. It's like, this show does not appeal to a wide audience. It's a niche audience. Like, who's going to listen to your show? So if we just look at download numbers, like somebody else's benchmarks or downloads are going to be irrelevant. What if you only have 200 people listening to your show every month, but you sell to CFOs at Fortune 500 companies and you have 50 Fortune 500 company CFOs listening to your podcast? Right. Like, compare those to, you know, my first million or whatever. A big podcast in your industry, it's not comparable. Okay, I got more questions. Let's talk about AI. So AI is the word, the thing. Allen Iverson. How do I say this without leading you somewhere? AI in the OPS world, is it interesting? Is there a lot of interesting things happen? Is it hype? Is it going to solve all the problems? Overrated. What's your view from where you sit?
C
Yes, it's super, super interesting. And I've spent so much time evaluating these tools, talking about it. Like, I have developed a pretty clear perspective on this at this point. I think, I think a few things can be true at the same time.
B
Oh, and give me an example of an AI use case for OPS that you think is awesome also.
C
So I think just to start, a lot of the disciplined foundations that we've been talking about today are not going to change. You still are going to need to define your ICP for your business. You're going to have to have a clear value prop that solves a pain for them. You're going to have to have clear target accounts that you're going after with Personas. You have to tie that all together with a nice sales methodology. Right. Like that's not going to go away. All of the outcomes that we talked about today, increasing productivity, per rep, revenue retention for your business, those are also not changing. The path between the two is changing every single day as we speak. Right. And so I think that's the thing where operators are going to have an enormous opportunity to inject their own creativity into how you make that path work. And so that's where I think actually ops people can do really cool stuff. A very good example, I think, like everyone's doing a lot of stuff around account research. People are doing interesting things with call recordings. Right. Like those are kind of the V1s of a lot of these use cases. What I think about is I never want a replacement to give me a human entered piece of information about their calls or their customers ever again. Why would you need to like, you have a call recorder with you on every single call? Yeah, don't just send me the summary. I want to take very specific parts of that and put it back into my CRM. So if you use medic as your qualification criteria. Great, Give me the details of that. If we have a post sale team that has been getting terrible notes from reps for years of what their use case is and then they end up doing discovery all over again. When you get to implementation, like wipe that away, anything that needs to be captured, what the customer says, that needs to pass through the entire customer journey should be captured, put into the system of record and made available to the right people.
B
Yeah, I mean, it's crazy. From a. So we've built a content business off of this model, basically, which is like we have 175 episodes of this podcast that we've done over two years, right. Each one of those is an hour long conversation with an expert. Shitty version is just to ask ChatGPT to write a blog post of those. Right. The good version though is like really understand how to write prompts, how to do research. Take this transcript from Sean, compare it to my notes. I've been taking notes this whole time, right. And then let's create an email from this, let's create a script from this, let's create an article on the website from this. Like the ability to synthesize large amounts of information and shrink them down. It's like take this hour long call that I had with a key account and let's summarize the top three themes So I can surface that to my boss or my manager that there's so much there, like you know, gong and call recording, like all that stuff is going to be totally changed by what's possible with AI. There's also just like so much of the role of ops, I feel like, is also like finding patterns and trends and educating the team. Like I could imagine like, you know, exporting all of the customers you've won over the last 90 days and like comparing different elements of those and like you can get lots of insights about like who you should go sell more to and like, who might be a churn risk. There's lots of like data analysis that I think is super interesting.
C
Yeah. And by the way, like, you don't have to be a data scientist to do that stuff anymore. Right.
B
That's why, that's why these tools are amazing. Because people like me can now do these things where before I'd have to like, you know, blow up your day to try to get some answers.
C
But even for people like me, like, I am not a data scientist. Right. I can build my own lead score now. Exactly right. So you can do a whole lot more with that. I think the only thing I would add to what you said, oh, wait.
B
How would you do that? How would you build lead scoring with AI?
C
So I would take the example you just gave. I would look at a whole list of my existing customers or pipeline that we've created and I would ask it like, let's find all the common traits. You have to understand your data to be able to do this right. Because you have to give it the right information about giving it this, this.
B
Is where I could see Armin just flipping out because the data's wrong. It's not the right data. We've created this model based on bad data. I get it.
C
I'll give your marketers a great exercise they can do. If you're struggling with a behavior score or a health score or lead score, whatever, do a blind taste test with your sales team, send them five accounts, people, whatever actions and say, if you were to grade these A, B, C, D, how would you do it? And then reveal what your score is. And that's what you can have a conversation. One, I think if you do a good job with your score, you'll actually have a lot more overlap and alignment than you would have expected. And two, if you don't, you can probably expose them to some signals that they didn't necessarily have at their disposal when they made their gut reaction. But like that blind taste Test followed up with like a real conversation has helped me to build people's confidence in whatever system we're building.
B
Awesome. It's a great pod. ROI is high. Final question. I should have asked you first because this one takes a lot. But maybe do your best to give me a good answer, which you will. A lot of people are going to ask. This is great. I need to hire an ops person. Where do you tell people to look, what to look for most people listening probably. Maybe they can't go afford an early. You know, they can't go get Sean Lane, but maybe they could get V1 of Sean Lane. Like, how can you go get an ops person that's not going to need to make, you know, 3,400k? Like, can you find that ops person? 100, 150k, like hungry, coming up from somewhere else. Like, how do you go and find them? What would you look for?
C
Yeah, I'll give you a few traits and then I'll. I'll give you some places where you can find them. So I think, especially for those early stage folks, the term that I learned a long time ago that I love is the idea of you want someone who's adaptively excellent. And what that means is you can place them into any situation and they can use the context of all of their previous experiences and the new environment that they're in to thrive in that environment, regardless.
B
You got nothing, Sean. You got nothing but like a pen and a notebook. Figure some shit out. All right, I can do that.
C
Exactly right? Like, can you be adaptively excellent? And I want to be careful. That does not mean you are good at BSing or hand waving or just like faking your way through a situation, right? Like people who are adaptively excellent understand the foundational elements and then can thrive, right? So that's one thing. I think you want people who are inherently curious, right? Like people who want to be the ones who solve the problem. Like, almost in like a weirdly competitive way. You want to go and you want to find those people and then just like very quick over generalization if they like to do crossword puzzles. That is yet to fail me as a criteria for people who are interviewing for an optional get out of here if they wild overgeneralization. But it works all the time.
B
Is Will Collins a crossword guy?
C
I'm positive. I'm positive. I don't even have to ask him.
B
And then wait, can I give you a weird nugget? Like, I think people will relate to this. I have, you know, you hire people I have never, never, ever, never, never, never, never. Every single person that I've ever hired from Northeastern. Smash. 10 out of 10. Wait, did you go to North? Where'd you go?
C
I went to bc, but I. I could do it all over again. Probably would do Northeastern. I'll tell you why. I think the reason why those people are so great is they spend a lot of college figuring out the things they don't want to do.
B
Yeah.
C
And so by the time they get to you, they've already narrowed down and worked in a few real jobs. And they understand, like, these are the things I actually like and do. And they also worked in a professional environment multiple times.
B
I think I cut you off in excitement. And now where do you. Okay, so other than finding people who do crossword.
C
Yeah.
B
How do you look for someone? It's not going to be glaringly obvious. Where do you find someone?
C
I think similar to what you've built with Exit 5, there have been an explosion in ops communities over the last four or five years. And so anytime I have someone who sends me a role that they want help with, I go to one of these communities and I post it there. Just like anything else in marketing. Right. You got to know where these people hang out. And so there are more and more of these communities that have popped up where there are strong ops people within them. And that's where I go for questions I need answered as well as roles that I want to help people fill.
B
Great answer. Because people. This drives me nuts. Whether it's like, people are like, hey, I'm looking for a list of influencers in my niche. I'm like, well, you need to understand that niche and understand where they hang out. It's the same thing. Like, there's not going to be some, like, magical job board of OPS people, but, like, there's literally communities for everything, for ops, for phishing, for crossword puzzles. Like, you can find them online today. What else? Anything we can wrap. But did I not ask you anything that you've been sitting on that you want to say?
C
No. I really appreciate this. This has been amazing. We're excited that the book will hopefully be something that will champion this role. And so if folks walk away with anything, it's what can the value of OPS be for your organization? And can they be a real partner to you as opposed to someone you look at and you're like, oh, man, like, I sent them a request yesterday. There's the bottleneck. Like, like, submit another ticket. Hope for the best.
B
Well, if that's all you do that. In fairness, the OPS versus going to hate you also, like, if you bring them in, like, it's like anything else. Like, I learned about sales, right? Like, the way to get sales to, like, be on your side is to get in there early and like, help them win. And so, like, yeah, I don't know how this scales, but like, sure. The two of you have a presentation tomorrow and like, last minute you need help making a deck. Okay, I'm going to get in there and I'm going to help you make this deck. Because now I just put some points in that bucket and now you think I'm legit and we're going to work together. It's like any, any relationship. All right, Sean Lane, this was great. Go get the book if you want to get smarter. It's called the Revenue Operations Manual. It's awesome. It's real. Unlike my book, the font is not humongous and the margins are not, you know, like three inches on each side. It's packed with information. I'm glad we did this episode because the way I've been taking notes the whole time, the way that I would frame this episode is basically like what marketers need to know about the role of ops and why you need to make OPS your best friend to make your job easier and help your company be more successful.
C
Love it.
B
So that's it. All right, John, good to see you.
C
Appreciate it.
B
Thanks for coming on Foreign.
A
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Episode Title: Why Marketers Need Great RevOps Partners
Host: Dave Gerhardt (DG)
Guest: Sean Lane, Founding Partner at BeaconGTM, RevOps Expert
Date: August 18, 2025
In this insightful episode, Dave Gerhardt reconnects with RevOps veteran Sean Lane for a deep dive into the indispensable role of Revenue Operations (RevOps) in B2B marketing. Drawing on their shared experience at Drift and Sean’s new book, "The Revenue Operations Manual," they discuss why marketers need strong RevOps partners, common pitfalls in building GTM functions, practical wisdom for marketers, and the evolving relationship between sales, marketing, and ops. The episode is packed with actionable advice, memorable anecdotes, and hard-earned lessons—all aiming to make marketers smarter about integrating ops into their strategy for business success.
Transition from Founder-Led to Professional Sales
[07:11]
Sean highlights the critical transition point when companies shift from founder-led sales to building a professional go-to-market (GTM) function:
"Some of the decisions you make at that moment have multi year ripple effects if you don't do them well."
—Sean Lane [07:32]
The Pitfalls of Poor Funnel Instrumentation
[07:55]
The team agrees that basics—like clearly defining and instrumenting lead, opportunity, and customer milestones—are too often missed, creating long-term operational debt.
"If you just think like, what are the things we want to count? ... If you don't have those basic things in place... it's really hard to run the business."
—Sean Lane [08:07]
The Necessity of Shared Definitions & Alignment
[09:53]
DG stresses that misalignment on definitions like MQL, SQL, and pipeline between sales and marketing is a root cause of conflict:
"The only way to fix that is ... literally sit down on the whiteboard and say, like, what is the lead? What is an MQL?"
—Dave Gerhardt [09:53]
Ops as the Bridge for Alignment
[09:53 - 10:59]
Sean positions ops as the objective, alignment-driving bridge between teams:
"Ops can and should be the objective party in the room to bridge those groups together."
—Sean Lane [09:53]
Matching System Complexity to Company Maturity
[12:08]
"You have to match the complexity of your systems with the maturity of your company."
Avoid overengineering; focus first on foundational tracking before buying fancy tools.
Misaligned Goals Across Functions
[12:50] - [14:30]
DG recounts how even high-performing sales and marketing teams can fail if executive-level alignment on strategy and goals is missing.
"I see a lot of early stage companies and it's like the marketing goals are just fundamentally misaligned from what sales is trying to do."
—Dave Gerhardt [13:02]
Measurable, Outcome-Based Goals
[14:30]
Sean advocates for operational goals so clear that there is no ambiguity:
"If it takes you more than 30 seconds to know whether or not you hit your goal or not, you did not do a good job writing the goal."
—Sean Lane [15:35]
Enterprise vs. Freemium Motions
[15:46]
It’s much harder to track marketing effectiveness in complex/enterprise motions with long cycles and many touchpoints, compared to freemium/product-led models.
Multiple Touchpoints Are Good—Alignment Is Key
[16:34]
"If your prospects from your target accounts are engaging with you in multiple ways, that is a positive thing. That is not a negative thing."
—Sean Lane [17:01]
Deciding Which Metrics Matter
[17:51]
Make sure sales, marketing, and ops focus on the same pipeline metrics and are clear about their responsibilities.
Move from Support to Partnership
[20:17]
Ops wants to be a partner, not just a support desk—but must earn this status by providing real value and deeply understanding the marketer’s world.
Mutual Operating Rhythms
[22:10]
Sean recommends regular, agenda-driven syncs between marketing and ops to keep goals top-of-mind and surface both strategic and tactical issues.
Internal Customers Mindset
[23:49]
DG and Sean agree that treating other internal teams as "customers" transforms the dynamic and increases collective success.
"If you're not thinking about the teams inside the organization as your customers, then this job is going to be hard."
—Dave Gerhardt [24:12]
Continuous Planning Required
[29:07]
Planning is not a once-a-year event. As soon as a plan is finished, it's already out of date.
Practical Budget Split
[30:39]
"70% of that you should spend on the people and programs and tools that are going to help us hit this year's goal. And then there’s... 30% which is more in the experiments, things we're testing."
—Dave Gerhardt [31:01]
Optimize for Win Rates by Analyzing Behaviors
[33:25]
Don’t always focus on adding more leads:
"Well actually, look at this segment right here. We're only closing 15% of the deals in this bucket... what if that was 20%?"
—Dave Gerhardt [32:19]
Sean adds, break it into small, controllable pieces (contact seniority, mutual action plans, etc.) and show the impact to sales.
Collaboration on Sales Enablement and Journey Gaps
[37:13 - 38:22]
Many companies focus only on "request a demo." Sean suggests crafting customer journeys (like free assessments or trial experiences) tailored to buyer needs—not just copying trends.
Instrumentation Is Non-Negotiable
[38:58]
For product-led or data-driven models, if plumbing isn’t right, you can’t act on usage or engagement signals.
Sales Follow-up Must Be Prescriptive
[40:09]
"You have to be wildly prescriptive with okay, at this usage level, we're going to put it into your hot leads list here. This is your job at this point in time."
—Sean Lane [40:19]
Engaged Accounts as a Metric
[41:07]
Good as a leading indicator, but need to focus on engaged target accounts for relevance.
What Actually Drives GTM Outcomes?
[41:53]
DG: Differentiation/positioning is foundational. Sean: "No amount of great marketing can make up for a bad product. A great product will overcome subpar marketing all day long." [42:15]
ROI of Podcasting
[42:31]
"Far and away the best networking tool that I've ever had... The podcast became this amazing repository for the book."
—Sean Lane [42:56]
DG notes: Podcast ROI isn't direct—it’s about relationships, learning, and brand credibility.
AI in RevOps
[45:29]
Sean sees opportunity, not hype, but foundational ops practices won't disappear.
Example use case: Never needing manual note-taking—AI transcribes calls, pulls out MEDDIC/qualification info, pushes to CRM.
"Anything that needs to be captured, what the customer says, that needs to pass through the entire customer journey, should be captured, put into the system of record and made available to the right people."
—Sean Lane [46:22]
AI-Powered Lead Scoring
[49:07]
Sean explains, you can now prompt AI to analyze customers, find commonalities, and build your own scoring—no data scientist required.
His favorite exercise: Blind taste-test your score with sales to ensure real-world alignment.
Key Traits: Adaptive Excellence & Curiosity
[50:52]
"You want someone who's adaptively excellent... and inherently curious, people who want to be the ones who solve the problem, almost in like a weirdly competitive way."
—Sean Lane [51:19]
Where to Source Talent
[52:47]
Nurture and tap into specialized ops communities online. Understand where these people "hang out," just as you would in marketing.
On Partnership and Internal Customers:
"My job is to make other people better at their job. ... Sound familiar? Like marketing is exactly the same thing."
—Sean Lane [25:13]
On Starting with Fundamentals:
"If I could go back over again, it would be like, I'm not ready to do any marketing until we can agree on these things 100%."
—Dave Gerhardt [11:52]
On AI's Place in Ops:
"All the disciplined foundations we've been talking about today are not going to change... The path between the two is changing every single day as we speak."
—Sean Lane [45:46]
On Building the Ops-Marketing Relationship:
“You have to understand that you have to serve those other people. Life gets easier when you think about everybody as an internal customer.”
—Dave Gerhardt [24:04]
On Podcast ROI:
"It's the easiest thing in the world to stop [a podcast] too, right? ... people who I've never met, who now, especially with the book coming out, have been listening to your show for four years."
—Sean Lane [44:20]
| Timestamp | Segment Description | |------------|----------------------------------------------------------------------------------------| | 03:52 | Sean's background and RevOps career trajectory | | 07:11 | Transitioning from founder-led to professional sales; critical decisions | | 09:53 | Defining lead/opportunity milestones; importance of alignment | | 12:08 | Matching tech complexity to company maturity | | 14:30 | Executive misalignment on GTM goals | | 20:17 | Moving Ops from support to partnership; building mutual trust | | 22:10 | Regular operating rhythms keep marketing and ops aligned | | 24:12 | Serving internal customers across the business | | 29:07 | Planning & budgeting as continuous processes | | 31:01 | Practical budget allocation: 70% for core, 30% for experiments/innovation | | 33:25 | Analyzing win rates, bottom-funnel focus | | 37:13 | Crafting mid-funnel offers and product experiences | | 40:09 | Building prescriptive sales follow-ups with usage data | | 42:56 | Podcasting as a networking, learning, and content asset | | 45:29 | AI applications in RevOps—current and future state | | 49:07 | AI-powered lead scoring and sales/marketing calibration | | 50:52 | Hiring your first ops person: traits and sourcing |
Sean Lane and Dave Gerhardt drive home that top marketers don't just “do marketing”—they build partnerships across sales and RevOps, insist on clarity of goals and definitions, and operate with relentless customer-centricity, even internally. Ops people aren’t just tech support—they’re your best allies for making marketing count, driving GTM precision, and building scalable, data-driven growth engines. The sooner you start this partnership, the greater your people and pipeline benefits.
Final endorsement:
“What marketers need to know about the role of ops and why you need to make ops your best friend to make your job easier and help your company be more successful.”
—Dave Gerhardt [55:08]
For more:
Grab Sean Lane's book, "The Revenue Operations Manual," and connect with specialized ops communities online to find your next great partner.