“That’s how you get to be CMO, you actually understand know those numbers, you actually understand what works.”

Katherine Campbell joins Jimi and Scott in this episode to talk about the mortgage industry, Annie Mac’s unique offerings and their recent integration of Shape software for the Annie Mac team.

SetShape.com to begin your journey with Shape today!

Show Highlights:

01:15 - What does a CMO do & how did Katherine get there?

03:00 - A fine line between “salesperson” and “marketer”

04:50 - A lesson learned from failure

08:00 - Strategies for marketers struggling to connect with the sales team

10:30 - Sales ≠ Marketing

11:55 - Surprise and Delight

15:50 - The pain points Shape alleviates

21:15 - A frictionless input system

26:00 - Cost Per Goldilocks

29:20 - Making the Loan Officer the hero

35:15 - Katherine’s impression on Shape’s team

40:30 - Transitioning this industry from where it was to where it’s going

44:40 - Top 3 features & benefits of Shape

49:05 - Why work for Annie Mac?

50:40 - Cash to Keys

52:10 - “Show up!”