The Exit Five Podcast

By Exit FiveBusiness Entrepreneurship Marketing

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47 min
per episode

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The Exit Five Podcast episodes

December 11, 2024The Secret Behind My Best Ad Ever: Raw Social Proof (Micro-Lesson)
In this episode, we’re delivering another B2B marketing lesson in under 10 minutes.
Matthew Carnevale, Marketing Manager at Exit Five, breaks down the story behind the best ad he’s ever created—one that generated $77,822 in MRR over two years. Spoiler: it wasn’t fancy production or clever wordplay. The secret? Raw, undeniable social proof.
Matthew shares why raw social proof, like screenshots, before-and-after results, and authentic testimonials, outperforms polished case studies or logos. By the end, you’ll know how to gather and use social proof effectively to make your marketing efforts stand out and drive real results.
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
7 min
December 09, 2024#200: Drive | Create Once, Distribute Forever: Content Marketing & Distribution with Ross Simmonds, Founder and CEO at Foundation & Distribution.ai
This episode is from Drive 2024, Exit Five's first-ever in-person event for B2B marketers in Burlington, Vermont. Ross Simmonds, Founder of CEO at Foundation & Distribution.ai , hosted a session on creating and distributing B2B content that drives real results.
Ross covers:
Why "create once, distribute forever" should be your mantra for content marketing.
How to blend educational, engaging, entertaining, and empowering content to captivate your audience.
Tactical approaches to dominate distribution channels like LinkedIn, Reddit, and niche communities.
Timestamps
(00:00) - - Intro to Ross
(01:20) - - Content Creation Mistakes
(04:14) - - Thinking Like a Modern Media Company: Distribution Strategy
(07:47) - - Crafting and Distributing Engaging, Impactful Content
(12:44) - - How to Continuously Engage Your audience
(15:35) - - Optimizing Strategy through Reddit and Niche Communities
(20:41) - - Tactical Content Distribution Tips
(26:28) - - Embracing AI and Automation
(30:12) - - Framework: Research, Create, Distribute, Optimize
(31:49) - - Creative Strategies for Engaging Your Online Audience
(33:17) - - Write Casually: Communicate Like a Friend
(38:04) - - The Power of Reusing Stories in Content Creation
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
40 min
December 05, 2024#199: Marketing Leadership | From Employee #4 to CMO: The Path to Marketing Leadership with Sylvia Lepoidevin, CMO at Kandji
In this episode, Dave is joined by Sylvia Lepoidevin, CMO of Kandji, a leading platform for managing and securing Apple devices in the workplace. Sylvia shares her journey from employee #4 to CMO at Kandji, driving the company’s growth to a $850M valuation. She talks about her experience building efficient marketing teams, leveraging AI, and creating impactful brand experiences.
Dave and Sylvia cover:
How AI is reshaping marketing roles and enabling smaller, more efficient teams
Strategies for internal marketing that align and energize cross-functional teams
Product launches and creative campaigns for brand-driven growth
Timestamps
(00:00) - - Intro to Sylvia
(03:48) - - From 1st Marketing Hire to CMO
(08:33) - - Understanding Equity and Financial Outcomes
(11:15) - - Wealth and Career Growth
(13:55) - - Why It’s Important to Have a Clear Career Narrative
(18:47) - - Mastering Storytelling in Team Meetings
(22:05) - - How to Engage Your Team
(22:41) - - Leveraging Feedback Loops to Build a Successful Team
(28:12) - - AI Is Enabling Smaller, More Efficient Teams
(31:55) - - AI’s Impact on Marketing
(34:55) - - How Kandji Is Expanding Their Team
(37:46) - - Achieving 10x Growth Through Product-Led Strategies
(41:26) - - Leveraging Competitor and Apple-Specific Keywords
(44:50) - - Minimizing Hiring Risk: Test Roles First
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
50 min
December 04, 2024How to Capture Attention Instantly - The Billboard Test Explained: (Micro-Lesson)
In this episode, we’re delivering another B2B marketing lesson in under 10 minutes.
Matthew Carnevale, Marketing Manager at Exit Five, introduces the "Billboard Test," a mental model to evaluate whether your marketing copy can grab attention in an instant. Inspired by how billboards must captivate drivers at full speed, this test helps you refine your ads, social posts, and emails for today’s audience.
Matthew shares three key elements of the Billboard Test—concise messaging, eye-catching visuals, and memorability through creativity—and explains how to apply them to make your marketing impossible to ignore. By the end, you’ll know how to capture attention and hold it, even in the busiest of feeds.
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
4 min
December 02, 2024#198: Marketing Leadership | How To Run Marketing, Creating Categories, and the Role of Marketing in Revenue Growth with Kyle Coleman, CMO at Copy.ai
This is a re-run of one of our top episodes, where Dave is joined by Kyle Coleman, CMO at Copy.ai. Kyle went from Individual Contributor to Senior Director at Looker and Director to CMO at Clari. During his time there, he helped both companies 10x their revenue.
In this episode, they chat about
The importance of leadership team alignment and why the CRO & CFO should be your best friend
How marketing can impact pipeline and the standard it should be held to
Why you should build a marketing calendar around the product roadmap

Timestamps
(00:00) - - Kyle's exposure to B2B marketing and strategy
(05:16) - - Gaining expertise in marketing metrics and standards
(09:54) - - Balancing Efficiency and Creativity in Sales Outreach
(13:33) - - Importance of an Internal Partnership with the Sales Team
(16:13) - - Aligning marketing goals with revenue generation
(17:56) - - Co-creating Qualified Opportunities with ICP
(23:01) - - Importance of Sales and Marketing Collaboration
(26:52) - - How CROs and CMOs can balance long-term vision and short-term outcomes
(32:02) - - The lightning strike strategy
(32:55) - - "Marketing Moments:" Calendaring significant events to drive business goals and team performance
(36:11) - - Using Shield analytics to identify and repost popular content
(43:47) - - How to simplify complex questions to extract key insights
(47:14) - - Building a networking resource for professional growth
(50:17) - - Closing thoughts
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
49 min
November 28, 2024#197: Strategy | How to Build a Marketing Plan and Get It Approved for 2025 with Rowan Tonkin, CMO at Planful
In today's challenging business landscape, marketers face the daunting task of not only crafting an efficient marketing plan, but implementing it quickly, proving its value, and continuously adapting the plan on the fly. The ever-changing macroeconomic environment adds an extra layer of complexity, making success even harder to achieve.
In this episode, Rowan Tonkin, CMO at Planful, and Dave Gerhardt, Founder of Exit Five, lead you through the essential steps to building your plan, getting it approved, and unlocking the full potential of your marketing efforts.
They cover:
Tips to build a powerful marketing plan that aligns with your business objectives.
Strategies to gain plan approval from executives and board members
Best practices and practical approaches to flawlessly execute your marketing plan, turning ideas into measurable results.
Insights into the advantages of scenario planning and how it can prepare your marketing team to adapt to the ever-changing economic landscape.
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
51 min
November 25, 2024#196: Drive | LinkedIn Growth Tips Every B2B CEO and Founder Needs to Know with Devin Reed, Founder of The Reeder
This episode is from Drive 2024, our first-ever in-person event for B2B marketers in Burlington, Vermont. Devin Reed, Founder of The Reeder and expert in content strategy, shared a session on building a strong personal and company presence on LinkedIn.
Devin covers:
Identifying your “one word” to own and dominate a category on LinkedIn.
Why your content strategy should focus on personal LinkedIn profiles for max reach and engagement.
A step-by-step framework for producing and distributing CEO or executive-led LinkedIn content.
Timestamps
(00:00) - - Intro to Devin
(04:36) - - How to Build Trust at Scale
(10:29) - - 10 Undeniable Reasons B2B Leaders Should Get Active on LinkedIn Right Now
(12:41) - - Pick Your “One Word” to Guide Your Content Category
(17:55) - - How to Narrow Your Audience
(23:02) - - How to Pick Content Pillars & Topics
(27:29) - - Outlining Your Production Process
(29:23) - - How to Measure & Iterate LinkedIn Success
(34:22) - - Using Company Pages vs Personal Pages
(35:03) - - Communicating with Your CEO
(36:15) - - How to Get Your Whole Team Involved in LinkedIn
(36:56) - - Niching Down with Your “One Word”
(38:25) - - Prioritizing Engagement on LinkedIn
(39:36) - - Applying This Framework to Other Channels
(39:52) - - Revising Your Voice and Tone
(41:47) - - How to Pick Your “One Word” (Revisited)
(43:52) - - Reach Versus Teach
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
46 min
November 21, 2024#195: Marketing Leadership | Paddle CMO Andrew Davies on The First Principles of B2B Marketing
In this episode, Dave is joined by Andrew Davies, CMO at Paddle, a company providing complete payments infrastructure for 4,000+ software businesses globally. Prior to Paddle, he was VP of Corporate Marketing at Optimizely, following the acquisition of his startup. Dave and Andrew talk about the marketing strategy at Paddle, managing a team of 30 marketers, the fundamentals of effective B2B marketing, and their mission of being the most helpful brand in their space.
Dave and Andrew also cover:
The importance of first principles in B2B marketing
How to structure and scale a marketing team
How to differentiate in a crowded market
Timestamps
(00:00) - - Intro to Andrew
(06:26) - - From Startup Founder and CMO to Head of Marketing
(12:01) - - Starting Out at Paddle
(14:47) - - First Principles for Building Out Marketing
(17:25) - - Positioning and Messaging in a Crowded Market
(18:40) - - Leading a 30-Person Marketing Team at Paddle
(22:33) - - The Key to Being an Effective Leader
(25:02) - - Distributing and Prioritizing Tasks on the Marketing Team
(30:29) - - Marketing Strategy at Paddle
(32:10) - - What is Your Marketing Team NOT Doing That is Considered a Best Practice for Every Other Company?
(35:42) - - AI in B2B Marketing
(38:35) - - Closing Remarks
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
40 min
November 20, 2024How to Think About Strategy in B2B Marketing: B2B Marketing Micro-Lesson
In this episode, we’re delivering another B2B marketing lesson in under 10 minutes—no fluff, just practical insights.
Matthew Carnevale, Marketing Manager at Exit Five, discusses the difference between goals, strategies, and tactics—a framework every marketer needs to plan effectively.
Matthew explains why strategy is the guiding principle behind your plan, how it keeps your team focused, and shares real-world examples of aligning tactics with strategy.
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
5 min
November 18, 2024#194: Drive | How to Say No to Your CEO with Natalie Marcotullio, Head of Growth and Operations at Navattic
This episode is from Drive 2024, our first-ever in-person event for B2B marketers in Burlington, Vermont. Natalie Marcotullio, Head of Growth and Operations at Navattic, shared strategies on how to say “no” when faced with competing priorities in marketing.
Natalie covers:
How to establish a marketing framework that simplifies decision-making and helps you say no effectively.
A three-step process for communicating priorities with your CEO and leadership team.
Quick-win productivity hacks that offer simple ways to say “no.”
Timestamps
(00:00) - - Intro to Natalie
(04:00) - - The “stress spiral” at work
(05:52) - - How to stop the stress spiral and decide what’s most important to work on
(07:49) - - Natalie’s marketing framework: Unique + Valuable
(08:57) - - Examples of creating a unique and valuable marketing framework
(10:47) - - Why having a framework works
(13:34) - - Step #1 of saying “No”: Ask the Why
(15:20) - - Step #2 of saying “No”: Swap it out
(17:26) - - Step #3 of saying “No”: "Let’s experiment with it"
(20:20) - - Small ways to say “No”
(26:29) - - Natalie’s weirdest ask she’s received (and had to say no to)
(27:31) - - How to know you need to get better at saying no
(28:29) - - Giving context and rationale when saying yes
(29:19) - - How to get your team to think with a marketing mindset and actively bring ideas to you
(30:27) - - Teaching the “yes/no” framework: How does it play out when your team uses your own tricks on you?
Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletter
Learn more about Exit Five's private marketing community: https://www.exitfive.com/

***

Brought to you by:
Zoom Webinars & Events – The virtual event platform built to help B2B marketers run webinars that actually drive pipeline, with branded registration pages, live engagement features, and built-in tools to repurpose sessions into clips and content. Learn more at zoom.com/exitfive.
Convertiv - A B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy, specializing in AEO. Podcast listeners get a free AI search review showing how you stack up against competitors. Learn more at convertiv.com/exitfive.
Optimizely - the AI platform for marketers. Build your own AI agents or pull from a directory of 50+ pre-built ones for marketing use cases. Their new Virtual Teammates can join meetings, complete tasks, support campaigns, and keep your website optimized. Learn more at optimizely.com/exitfive.
Compound Growth Marketing - A full-funnel demand gen agency helping high-growth cybersecurity and enterprise software companies show up earlier in the buying journey, combining AEO, modern paid advertising, and a dedicated go-to-market engineering team. Podcast listeners get two free media planning sessions to find out what channels are driving the best ROI. Learn more at compoundgrowthmarketing.com/exitfive.
Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive.
***

Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.
They give you unlimited podcast editing and strategy for your B2B podcast.
Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.
Visit hatch.fm to learn more
34 min

About The Exit Five Podcast

From the publisher's feed

The #1 resource for B2B marketing professionals. Each week, hosts Dave Gerhardt and Dasha Shakov sit down with B2B marketers to break down everything from strategy and leadership to the channels and tactics that drive growth, plus what it takes to build a career in marketing. You'll find real ideas you can put to work right away, and the gut check and inspiration to keep getting better at your job.