Annual planning is where great marketing teams separate themselves from the rest…and Customer.io CMO Jason Lyman joins Daniel to break down exactly how to do it. Jason shares the Play to Win framework he uses, the biggest mistakes marketers make during planning season, and how AI now powers his planning workflow. And, how does Customer.io use stress-testing strategies to identify lifecycle opportunities? You’ll also learn: Why most marketing plans fail and how to fix yours.

• How to create strategic pillars your whole org can align around

• The 70/20/10 model for balancing safe bets and big swings

Whether you're a CMO, a team leader, or an IC who wants to level up, this is the episode for you.

Customer.io helps brands turn data into personalized messages that actually connect, across email, SMS, and beyond. Today, over 7,800 brands trust Customer.io to power their messaging. Visit: https://try.customer.io/paid/trial?utm_medium=ads&utm_source=marketingmillennials&utm_campaign=november_podcast

Follow Jason:

LinkedIn: https://www.linkedin.com/in/jason-lyman1/

Follow Daniel:

LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/

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Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: https://workweek.com/