Beyond the Brief

Beyond the Brief

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Beyond the Brief episodes

  • Why Cybersecurity, Government, and Formula One All Fit Under One Keeper

    In this episode, Anne Cutler, VP of Global Communications at Keeper Security, shares her unique journey from television journalism to cybersecurity and discusses how Keeper is transforming cybersecurity communications and sponsorship, including its innovative approach to Formula One sponsorship and global market strategies.

    Keywords

    cybersecurity, PR, global communication, Formula One, cybersecurity sponsorship, Keeper Security, cybersecurity marketing, international markets, AI in PR, cybersecurity campaigns

    Key topics

    • Anne's background in journalism and transition to cybersecurity
    • Keeper Security's evolution from consumer to enterprise solutions
    • The role of authentic sponsorships in brand trust
    • Global market adaptation and localization strategies
    • The impact of AI on PR and content creation
    • The significance of cybersecurity in government and enterprise sectors

    Chapters

    00:00 Introduction and Anne's Background in Journalism

    01:47 Transition from TV to Cybersecurity at DHS

    05:52 Keeper Security's Evolution and Core Offerings

    09:57 Shifting from Consumer to Enterprise Focus

    15:02 Why Formula One Sponsorship Fits Keeper Security

    19:53 Global Communication Strategies and Localization

    29:49 The Role of AI in Modern PR

    39:59 Authentic Influencer Partnerships in B2B Marketing

    48:49 Future Initiatives and Content Strategy

    Resources

    Keeper Security Official Website - https://www.keepersecurity.com/

    Guest’s LinkedIn - https://www.linkedin.com/in/anne-cutler-31282253/


    50 min
  • The Art of Experience: Hayden Kwast on Wine, Music, and Marketing That Moves People

    Summary

    In this episode, Hayden Kwast shares his journey from coffee trading to leading digital marketing at City Winery, exploring how data, branding, and innovative customer engagement strategies drive success in the hospitality and entertainment industry.

    Keywords

    City Winery, digital marketing, customer engagement, data-driven, hospitality, wine, live music, brand strategy

    Key  topics

    • Data-driven marketing and customer insights
    • Brand building and organizational culture
    • Customer loyalty and lifetime value (LTV)
    • Event programming and recency effect in marketing
    • Partnerships and co-marketing in entertainment
    • Sensory branding and experience design

    Sound bites

    "Creating a moat is about unique approaches."

    "Remarketing shows and private events are key."

    "Trust is essential to win customers' rotation."

    Chapters

    00:00 Introduction to Hayden Kwast and His Journey

    02:53 The Evolution of City Winery

    05:49 Understanding City Winery's Unique Business Model

    08:45 Marketing Strategies and Customer Engagement

    12:01 Target Audience and Customer Segmentation

    15:01 E-commerce and Digital Marketing Integration

    18:02 Partnerships and Co-Marketing Efforts

    20:57 Customer Feedback and Metrics

    23:46 Future Aspirations and Industry Challenges

    26:33 Cultural Relevance and Community Engagement

    29:28 Personal Insights and Mentorship

    32:30 Conclusion and Final Thoughts

    Resources

    City Winery Official Website - https://citywinery.com

    SEY Coffee in Brooklyn - https://seycoffee.com

    45 min
  • From Data to Belief: Winning Hearts in a Changing Market with Laurie Ehrbar

    Summary

    In this episode, Laurie Ehrbar, CMO of Clari + Sales Loft, shares her journey from politics to tech, the art of leading mergers with empathy, and how data and human connection drive revenue success.

    Keywords

    Sales Loft, Mergers, Revenue Technology, Data, Leadership, Empathy, AI, Sales Enablement, Private Equity, Organizational Culture

    Key topics

    • Laurie Ehrbar's career path from politics to tech
    • Strategies for leading mergers with empathy
    • The role of data and telemetry in sales
    • Building a human-centric sales culture
    • The future of AI and revenue technology
    • Navigating complex buying committees
    • The importance of storytelling in marketing
    • Partnership ecosystems and industry collaboration
    • Balancing build vs. connect in platform strategy

    Guest name

    Laurie Ehrbar

    Sound bites

    "Leading mergers with empathy is key"

    "Data and human connection drive revenue"

    "Storytelling helps win hearts and minds"

    Chapters

    00:00 Introduction to Laurie Ehrbar's Journey

    03:02 Transitioning from Politics to Marketing

    05:50 Navigating Mergers and Acquisitions with Empathy

    09:03 Building Relationships in a New Organization

    11:55 Understanding the Product and Its Superpowers

    14:55 The Role of Partnerships in Tech

    18:04 Decoding the Buying Committee Dynamics

    21:26 Sales Optimization Strategies by Market Segmentation

    23:54 Navigating Sales Relationships and Knowledge Transfer

    26:27 Building Social Proof in a Confidential World

    28:47 Leveraging Telemetry Data for Business Success

    31:27 Future Innovations and AI Integration

    33:03 The Importance of Storytelling in Marketing

    35:55 Career Advocacy and Personal Growth

    38:51 Personal Insights and Future Aspirations

    Resources

    Clari - https://www.clari.com/

    Sales Loft - https://salesloft.com

    LinkedIn - https://www.linkedin.com/in/lpehrbar/

    43 min
  • How to Build a Brand People Trust When the Product, the Market, and the Rules Keep Changing

    Summary

    In this episode, Brittany Couch, CMO of the Corporate Finance Institute, shares her journey from diverse industries to leading a global e-learning platform. Discover how CFI is democratizing finance education, leveraging AI, and maintaining high-quality standards across 180 countries.

    Keywords

    Finance Education, E-learning, AI in Finance, Certification, Global Markets, Digital Banking, Fintech, Career Development


    Key topics

    • CFI's mission to democratize finance education
    • Global market adaptation and cultural awareness
    • AI integration in finance training and marketing
    • Building credible and recognized certifications
    • Strategies for high-quality content delivery


    Sound bites

    "We care deeply about our customers as people."

    "Always commit to the bit."

    "Intellectual curiosity drives innovation."


    Chapters

    00:00 Brittany Couch's Journey to Marketing

    02:14 Corporate Finance Institute: Mission and Offerings

    05:16 Global Market Adaptation and Cultural Sensitivity

    07:46 Navigating Competition in the Education Space

    10:18 Embracing AI in Finance Education

    13:32 Business Model: Individual vs. Enterprise Sales

    14:48 SEO Strategies and Market Visibility

    16:25 AI's Role in Marketing Practices

    19:19 Building a Supportive Company Culture

    20:30 Translating DTC Experience to CFI

    22:17 Brand Resiliency in Challenging Times

    24:20 Understanding Customer Attribution

    25:18 Tracking Customer Satisfaction

    26:41 CFI's Unique Value Proposition

    28:02 Recognizing Employee Contributions

    29:34 Quantifying Success Stories

    31:06 Iterative Briefs and Team Collaboration

    33:24 Influential Mentors and Their Impact

    35:10 Marketing Integration and Success Factors

    36:52 Closing Thoughts and Future Plans


    Resources

    • Corporate Finance Institute - https://corporatefinanceinstitute.com/
    • FMVA Certification - https://courses.corporatefinanceinstitute.com/collections/fmva
    • AI for Finance Certification - https://courses.corporatefinanceinstitute.com/collections/ai-for-finance
    • CSU Global Partnership - https://csuglobal.edu/
    • Brittany Couch LinkedIn - https://linkedin.com/in/brittanycouch
    39 min
  • G2's Strategic Edge: Harnessing Customer Voice in B2B Software & AI

    Unlock how G2 leverages customer reviews as a strategic pillar in the fast-evolving B2B landscape. Palmer Houchens, VP of Marketing, shares insights on trust signals, recency and clarity in reviews, internal team alignment, and innovative partnerships shaping market influence.

    In this episode:

    • Palmer’s journey from music entertainment to B2B SaaS marketing leadership
    • The origin story of G2 and its mission to build customer trust through reviews
    • How recency and clarity of reviews influence B2B decision-making
    • Navigating corporate policies on reviews and testimonials
    • The role of customer reviews in post-sale retention and renewal insights
    • Integrating buyer intent data with customer reviews for sales optimization
    • Building and leveraging partner ecosystems to enhance market presence
    • The significance of real-time, bottoms-up feedback versus traditional research
    • G2’s strategic acquisitions to expand review volumes and category coverage
    • Emerging tools like G2’s API integration to boost data accessibility

    Timestamps:

    00:00 - Introduction to Palmer Houchens and G2’s mission

    02:28 - Palmer’s career path from journalism to marketing leadership

    05:11 - Lessons from the music and entertainment industry

    09:54 - The origin of G2 and its customer trust philosophy

    12:30 - Importance of recency and clarity in reviews

    15:06 - Handling corporate compliance and testimonial policies

    17:22 - Using reviews for customer retention and early warning signals

    19:11 - Managing negative reviews and feedback response

    20:04 - The marketing buying committee and ‘social proof’ influence

    21:50 - Building internal advocacy through review insights

    29:50 - G2’s competitive stance versus traditional research firms

    32:13 - Partner ecosystem and integrations with other platforms

    35:21 - Impact of AI models on trust signals and reviews

    39:33 - Recent acquisitions and their strategic impact

    41:59 - Launch of G2's new API product for review integration

    42:49 - Closing thoughts and ways to connect with Palmer

    Resources & Links:

    • G2 Official Website
    • Palmer Houchens LinkedIn
    • G2 API Platform
    • Capterra
    • G2 Acquisition Announcement
    45 min
  • Navigating Global Growth and Brand Differentiation with Paula Mejia of WIX

    Discover how WIX's Vice President of Marketing, Paula Mejia, leverages agility, product innovation, and cultural insights to drive global growth and brand strength. This episode offers a behind-the-scenes look at marketing strategies that are adaptable, data-driven, and deeply customer-centric.

    In this episode:

    • Paula's unconventional career path from international relations to tech marketing
    • How WIX stays nimble and responsive in a fast-changing marketplace
    • The importance of product-led marketing and brand positioning beyond price competition
    • The organization’s approach to cross-functional collaboration without traditional processes
    • Unique insights into localizing marketing efforts for diverse markets like Japan and Germany
    • Strategies for cultivating community and user-generated content at scale
    • The evolving role of AI and LLMs in SEO, website visibility, and customer insights
    • How WIX manages brand perception across social platforms and review sites
    • The significance of experimentation, speed, and data in marketing decisions
    • Mentors and personal experiences shaping Paula's leadership journey

    Timestamps: 

    00:00 - Introduction to Paula Mejia and her role at WIX

    01:15 - Paula's journey from academia to marketing leadership

    03:30 - Transition from strategic consulting to tech marketing

    06:00 - The essence of WIX's agility and market responsiveness

    09:45 - Building a strong brand beyond price competition

    13:00 - Collaboration and alignment within WIX’s organizational structure

    16:00 - Localized marketing strategies for Japan and Europe

    20:00 - Community building and leveraging user stories

    23:30 - The impact of AI and search optimization on WIX’s ecosystem

    26:00 - Creative campaigns and the role of Harmony AI tools

    29:00 - Data-driven experimentation and fast iteration in marketing

    32:15 - Managing brand perception on social and review platforms

    36:00 - Cultural nuances and market-specific branding in Japan and Germany

    39:00 - Partner programs and community engagement strategies

    41:00 - The role of memberships and communities like Harley Owners Group

    44:00 - Embracing AI evolution and supporting the shift in website visibility

    48:00 - Upcoming initiatives and leadership lessons from Paula

    50:00 - Closing thoughts and personal insights from Paula

    Resources & Links:

    • WIX Official Website
    • Paula Mejia - LinkedIn
    52 min
  • Promise, Deliver, Repeat: Hillery Shay's Case for Owning the Whole Experience

    Summary

    In this episode, Hillery Shay, Chief Marketing & Experience Officer at Children's Minnesota, shares her journey from fine arts photography to healthcare marketing, emphasizing the importance of storytelling, experience, and community engagement in healthcare. Discover how her innovative strategies and leadership are transforming pediatric care and hospital branding.

    Keywords

    Healthcare Marketing, Pediatric Care, Experience Design, Community Engagement, Brand Strategy, Children's Minnesota, Storytelling, Patient Experience, Healthcare Leadership

    Key  topics

    Hillery Shay's career journey from photography to healthcare marketing

    The importance of storytelling and experience in healthcare

    Strategies for community engagement and brand differentiation in pediatric care

    Sound bites

    "Kids are not little adults; they go through transformations."

    "Experience in healthcare is about what people feel and live."

    "Look through every lens in the bag to see every perspective."

    Chapters

    00:00 The Journey of a Storyteller

    02:49 Children's Minnesota: An Independent Pediatric Care Provider

    05:46 Navigating Challenges Post-Pandemic

    08:41 Building a Culture of Experience and Equity

    11:54 The Role of Marketing in Pediatric Care

    14:47 Establishing Expertise and Community Trust

    22:51 Navigating Pediatric Healthcare: The Importance of Wayfinding

    27:45 Transforming Marketing in Healthcare: A New Approach

    30:31 Building Relationships with Physicians: Effective Communication

    35:02 The 'Raise Them Up' Campaign: Unifying Community Efforts

    40:18 Devotion to Children: The Next Phase of Engagement

    41:53 Mentorship and Leadership: Lessons Learned

    Resources

    Children's Minnesota - https://www.childrensMN.org/

    Haverford College Special Collections - https://www.haverford.edu/

    Hillery Shay’s LinkedIn - https://www.linkedin.com/in/hilleryshea/

    2 min
  • The Learner Is the Story: Kyle Lacy on the Reframe That Unlocked Docebo's Brand

    In this episode, Kyle Lacy, Chief Marketing Officer at Docebo, shares his incredible journey from digital design to leading a public learning platform. He explores how organizations can unlock human potential through hyper-personalized, scalable learning ecosystems powered by AI, and the importance of shifting from traditional training models to continuous, context-aware development. Whether you're in HR, learning & development, or marketing, this episode offers sharp insights into future-proofing talent in an AI-driven world.

    Chapters

    00:00 - Introduction to Kyle Lacy and his journey 

    01:30 - Transition to ExactTarget and SaaS leadership 

    02:50 - Growth at Lessonly and Seismic, and transition to Docebo 

    03:45 - Docebo’s mission and focus on skills development 

    04:50 - Kyle’s thoughts on writing books and their relevance today 

    06:07 - The evolution of marketing and the value of credibility via authorship 

    07:49 - Reflection on outdated marketing books and current tech landscape 

    09:05 - The origin of Docebo’s name and cultural ties 

    09:56 - Market segmentation for learning platforms 

    10:48 - Understanding the client’s buying committee 

    12:06 - The concept of skills currency and workforce planning 

    13:12 - The inadequacy of traditional talent management systems 

    14:49 - The importance of hyper-personalized learning paths 

    15:47 - Strategic messaging: industry focus and core value proposition 

    16:16 - The role of AI in creating and licensing content 

    17:35 - Managing external content and tracking informal learning 

    18:26 - Supporting organizational culture through personalized learning 

    19:11 - UX considerations and content delivery strategies

    20:50 - Simplifying messaging: “Never stop learning” 

    21:20 - Building competitive advantage through human capital 

    22:22 - Making learning content inclusive (universities, non-profits)

    23:51 - Improving creative briefs through real-time insights 

    25:02 - The learner as the core story of brand transformation 

    26:04 - Learning happening everywhere: practical examples 

    27:26 - The ongoing nature of learning beyond formal education

    30:14 - The power of human-first campaigns 

    31:25 - Maintaining human impact amid speed and technology 

    32:15 - The key to relevant marketing: experience and human connection 

    32:55 - The importance of service and trust in customer relationships 

    33:17 - Kyle’s reflections on youth, mentorship, and community building 

    36:01 - Acknowledging mentors and the value of community 

    37:12 - Upcoming initiatives at Docebo, including Inspire conference 

    38:06 - Kyle’s fun fact about his books’ success abroad

    40:05 - Closing thoughts: embracing continuous learning and community

    Links:

    • Kyle’s Book: “Branding Yourself”
    • Docebo’s Official Website
    • Kyle’s LinkedIn
    • Kyle's Twitter
    41 min
  • Proof of You: Ariel Wengroff on Ownership in the Age of AI

    Summary


    In this episode, Ariel Wengroff, EVP of Communications and Marketing at Ledger, shares her unconventional career journey from politics to media to blockchain. She discusses the importance of digital identity, ownership, and control in the evolving digital landscape, and how Ledger is shaping the future of secure digital assets and identity management.


    Keywords


    Digital Identity, Blockchain, Ledger, Creator Economy, Digital Ownership, AI, Cryptocurrency, Digital Security, Innovation, Future of Tech



    Key  topics


    Digital identity and ownership

    Ledger's role in securing digital assets

    The creator economy and blockchain

    AI's impact on scarcity and control


    Chapters


    00:00 Ariel Wengroff's Journey to Ledger

    05:12 The Evolution of Digital Identity and Ownership

    09:44 The Intersection of AI and Blockchain

    15:10 Understanding Ledger's Customer Base

    20:05 Connecting the Creative Community

    24:59 Rebranding Ledger for a Broader Audience

    25:29 Building a Brand with Authority and Legacy

    26:51 Cultural Relevance and Authentic Marketing

    28:37 Embracing Mistakes and Iteration in Marketing

    31:45 The Role of AI in Brand Innovation

    33:06 Global Strategies with Local Relevance

    35:05 Creative Collaborations and Community Engagement

    39:28 Partnerships and Authentic Brand Representation

    42:45 Exciting Future Announcements for Ledger

    47 min
  • Beyond the Speeds and Feeds: Alexis Crowell on Solving the "Rock Potato" AI Problem

    Summary


    Join us as Alexis Crowell, Chief Marketing Officer & General Manager of the Americas at Axelera AI, shares details about her rich international career, insights into leadership, AI, and cultural nuances in global markets, and how to build successful businesses. Discover how her diverse experiences shape her approach to innovation and market strategy.

    Keywords

    AI, leadership, global markets, business strategy, innovation, cultural intelligence, inference technology, community building, tech industry, Beyond the Brief

    Key  topics

    Alexis Crowell's international career journey

    The role of cultural understanding in global markets

    AI inference technology and edge computing

    Building community and partnerships in tech

    Leadership lessons from a global tech executive

    Guest Name - Alexis Crowell

    Chapters

    00:00 Introduction to Alexis Crowell

    04:26 Alexis's Journey and Career Path

    09:14 Lessons from Sports and Resilience

    12:00 Transitioning from Intel to Axelera AI

    18:11 Understanding the Market and Customer Needs

    24:01 Building Community and Partnerships

    27:34 Cultural Nuances in Global Marketing

    32:20 The Future of Inference in AI

    38:56 Understanding AI's Role in Business

    44:11 Navigating AI Implementation Challenges

    49:16 Reflections on Career and Growth

    Resources

    Axelera AI - https://www.Axelera.ai

    Ohio Northern University - https://www.onu.edu

    University of Pittsburgh Katz Graduate School of Business - https://www.katz.pitt.edu

    Intel - https://www.intel.com

    Guest link

    LinkedIn - https://www.linkedin.com/in/alexiscrowell

    54 min

About Beyond the Brief

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The Beyond the Brief podcast connects with the world's most interesting marketers to dig into where they find unique insights and work through real-world problems on their path to producing great work…