Picture of Nigel
Picture of Nigel

A CEO’s Guide to What Really Matters in B2B Marketing

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

Picture of Nigel
Picture of Nigel

A CEO’s Guide to What Really Matters in B2B Marketing

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

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Picture of Nigel

A CEO’s Guide to What Really Matters in B2B Marketing

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

Feb 9, 2026

5 min read

Picture of Nigel

A CEO’s Guide to What Really Matters in B2B Marketing

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

Image of john Coe

The Godfather of B2B Marketing on Sales, Trust and Why Fundamentals Still Win

Often described as the Godfather and one of the true forefathers of B2B marketing, it’s an honour to speak with you today. You’ve famously talked about speaking from “both sides of your mouth” - can you explain what that means for B2B marketers, and why having both perspectives really matters?

Well, I started my career in sales and spent quite a bit of time in sales and sales management. Then, according to my friends in sales, I went to the dark side and moved into marketing, primarily because of lead generation. That’s a long story.

But the fact of the matter is, I think any marketer in B2B needs to either have been in sales or really understand sales. The old phrase “walk a mile in my shoes” really applies here - it equips marketers to do a better job.

For B2B marketers who haven’t had the opportunity to work in sales - do you have any advice on how marketers can at least empathise with and understand that world?

That’s a good question. When I get a new client, one of the first things I ask is whether I can travel with their salespeople for a day or two - and not just one salesperson. I like to spend time with two or three.

What I find is that within the first half-day, they’re suspicious of me. But once they realise I understand sales, they open up. And when they do, the gems that come out of their mouths are incredible and hugely valuable for future marketing efforts.

You’ve got to get that trust right, and that empathy means they see you as a friend, not a foe.

And John, taking that thought further, your book The Fundamentals of B2B Sales and Marketing - there’s a clue in the title. You’ve developed a new sales coverage model. Is that a useful framework for marketers looking to build empathy and understanding with sales?

First, I should say not all situations are the same. Selling office furniture is very different from selling a machine tool that has to be designed. You need to define what you’re selling before you can design a coverage model that makes sense.

Do you use distributors or not? Does your coverage model rely on face-to-face interaction as a primary channel? Coverage models vary based on what you’re selling and who you’re selling to.

For example, in manufacturing, you’re often selling to engineers, not purchasing agents. These two factors drive very different coverage models.

That’s a great point. We talk a lot today about group marketing, where marketers need to engage multiple roles within large organisations, each with different interests in the product or service, and adapt messaging accordingly.

That’s what’s now called account-based marketing, and I completely agree with it. Even when I was in sales years ago, I did things people didn’t expect. I’d talk to purchasing, but I’d also go to the plant and speak with production scheduling. As a result, we often exceeded what the contract originally allowed.

If you’re selling to enterprise accounts, there can be five, ten, or more people involved in the decision. Marketers need to understand who they’re communicating with and that communication isn’t one-size-fits-all.

Exactly. And John, am I right in thinking that there was a version of ABM in 1980 -  it just wasn’t called ABM back then.

Yes, back then it was called Strategic Account Management.

Today, B2B marketing is one of the fastest-growing industries in the developed world. What did you see all those years ago that made you register b2bmarketing.com? What told you this was coming?

It wasn’t so much what I saw, it was what I experienced. At the time, people were underestimating the size of the B2B market. 

Think about a car. You buy one consumer product, but behind that car are 100 to 200 B2B suppliers. People focused on the consumer product and ignored the massive B2B ecosystem behind it.

I saw that because I came from sales. When I moved into marketing, many people had never worked in sales and underestimated both the size and potential of the market. Eventually, that changed and that’s why B2B has grown the way it has.

What has surprised you most about the rapid growth of B2B marketing?

One major surprise over the last five to ten years has been the explosion of technology. I’m an old face-to-face guy, and now there are nearly 14,000 software packages in sales and marketing.

The issue is that people adopt technology and forget the fundamentals. They hope technology will fix their problems, generate leads, build relationships, but without fundamentals, that’s a mistake.

Young marketers love tech. Older ones like me worry about fundamentals being lost.

That balance is fascinating. Technology has brought choice, but also choice paralysis. With AI now dominating the conversation, have the fundamentals of B2B marketing actually changed?

One thing that hasn’t changed is the emotional side of B2B buying. I’m writing a report on this now. We make emotional decisions first,  trust,  before we justify them with facts.

B2B marketing has historically ignored this emotional element, even though purchase decisions often involve significant personal and career risk.

Exactly. Buying a cheap personal item is one thing. Buying something expensive at work means spending someone else’s money,  and that’s emotional.

Take a CRM system. Choosing or changing one can be career-ending if it goes wrong. Yet most marketing ignores that risk and emotional trust requirement.

And we’re back to buying groups again - different roles, different concerns, same product.

Correct. Purchasing, finance, users, sales managers - each has different needs and trust factors. Messaging must be relevant to each.

Do you remember the first time you heard the phrase “B2B marketing”?

It came from a creative director at an agency I worked with in New York. In 1997, she shortened “business to business” to B2B, and it stuck. When I registered b2bmarketing.com, that’s where it came from.

Last century! 

It was. And it resonated.

Before you go, one final question on AI and data decay. Is there a risk that AI compounds bad data?

Absolutely. AI can help,  even with updating CRMs, but data changes rapidly. In a room of 100 managers, around 70% will have had at least one change to their role or company in the past year. If you don’t stay on top of that, you’re communicating with people who aren’t there anymore.

Zombie communication?

Exactly. Great output requires great input.

John, thank you so much for joining us and for decades of contribution to B2B marketing as the Godfather.

Thank you -  and remember, the Godfather always has an offer you can’t refuse.

Watch the full interview on the B2B Marketing United YouTube channel.

Jake bird mural

Busting the Myths Around AI in Marketing: An interview with Jake Bird

You’ve been working in AI for around three years now, and a lot seems to have changed in that time. We’ve gone from marketers trying to understand what AI even is, to claims that it’s now “embedded” everywhere. What’s the reality - myth or maturity?

I don’t think it’s embedded at all. The stat I saw recently was that fewer than 5% of organisations have embedded AI effectively. There’s so much misinformation online and a lot of hype. There are a lot of vibes around what AI can do.

The reality is you can’t just give people these tools and expect good work back. They don’t work like that. The people who get the most value have spent a lot of time understanding how the technology works and testing it.

Where we are now is the proper implementation phase. That means technology, infrastructure, and change management. It takes time for people to get used to using these tools. It’s a new way of working and it signals a new wave of marketing.

Many organisations feel pressure to “get AI” without knowing where to start. What tools would you actually recommend for marketers beginning this journey?

The tools I personally get the most value from are Claude, as a strategic partner and for content creation. Perplexity, which is excellent for research - that’s what it’s built for. Gemini, where Google has really stepped up in the last six months with 2.5 Pro and their broader suite. Those three are a strong starting point.

And what should marketers avoid?

This might be a hot take, but I’m cautious about anything labelled as an agent in marketing.

An agent is essentially another layer of software sitting on top of a large language model. A true agent makes decisions autonomously, without a human in the loop. In marketing, that strips out innovation and nuance.

Because these models are predictive they guess what comes next - agentic AI risks accelerating more of the same ideas instead of creating new ones. In other disciplines, agents can work well. But in marketing, creativity matters.

Do you think marketers are ready to use multiple LLMs for different purposes?

It took me about four years of curiosity to get to the point where I can confidently move between tools. Each one has different quirks and behaviours.

GPT is more subservient, it does what you tell it. Claude is more inquisitive and asks better questions. But getting comfortable takes time and curiosity. Most marketers aren’t there yet.

There’s also a tendency to focus purely on content. Should AI be doing more than that?

Absolutely. Content shouldn’t be the sole purpose of AI. It should be workflows and processes.

From a business perspective, the first question shouldn’t be “what tools should we use?” but “what value are we trying to create?” Every business is different. AI should support an objective, not exist for its own sake.

Are organizations actually seeing ROI when AI is implemented properly?

Yes, when it’s done well. Businesses using AI effectively are cutting acquisition costs by around 50% and improving revenue by 10–15%. That can mean a 20–30% increase in ROI.

But that only happens when AI is used as an extension of the team, not a replacement. Too many companies took the “cheap” route last year: giving everyone ChatGPT and hoping for the best. That’s not actually cheap when you factor in wasted time and poor outputs.

There’s also confusion between individual AI use and enterprise-level AI. How big a problem is that?

It’s huge. AI has been treated as a catch-all. There’s personal AI, helping individuals with ideation, decks, analysis and then there’s technical AI, the actual builds and systems. They’ve been lumped together as if AI can magically solve everything.

That oversimplification causes a lot of frustration.

Looking ahead, where should marketers actually be experimenting next?

My advice is simple: try every task with AI first and assess the output. Even when it doesn’t work, you learn something.

I’m sceptical about AI-generated video and voice. They often feel dishonest and are easy to spot. I don’t mind people being transparent about using AI as long as there’s human oversight.

What excites me more is predictive AI: spotting where markets are heading, identifying emerging interests, and shaping messaging or even products proactively rather than reactively.

Many teams are already “bringing their own AI” into organisations. What should CMOs do about governance?

If you block AI entirely, people will just use it anyway  and that’s riskier. Without training and governance, you lose control completely.

I know plenty of people who pay for their own AI subscriptions because their company won’t allow it. They work faster and get better results but without oversight.

The better approach is enablement with guardrails.

Final question: will roles like “prompt engineer” or “Head of AI” still exist in a year?

I think we’ll still see Heads of AI, but not prompt engineers. Prompting will become business as usual.

Watch the full interview on the B2B Marketing United YouTube channel.


Rich Fitzmaurice in a surgical mask

Social Influenza Is Real and Your Feed Has the Symptoms

Just when you were starting to forget what we all went through with Covid, there is a new perilous affliction going around.

It is not airborne. It is not seasonal. And sadly, it is not mild.

It spreads through feeds, comments, and connection requests. It presents itself as wisdom, vulnerability, and leadership. But once you have seen it, you cannot unsee it.

I call it Social Influenza.

Mike Winnet identified the original strain with 'LinkedIn Influenza'. Consider this the musical remix. Same symptoms. Same behaviours. Same slightly embarrassing rash. Just with a bassline and an orchestral hit.

I wrote this song as a love letter to all the tiny, familiar behaviours we have somehow normalised on LinkedIn and in B2B marketing culture.

  • The humblebrag that starts with “People always ask me how…” when nobody has asked.

  • The 4am gym routine bros who seem to think we are impressed by their lack of sleep.

  • The stock sunrise. The fake struggle. The faux inspirational anecdote about a candidate on hard times who turns out to be the “best hire ever”, despite never existing.

  • The “Thrilled to announce” conference selfie where the only thing announced is a purchased ticket.

  • The one line. At. A. Time. Formatting that turns a basic thought into a scrolling hostage situation.

  • The all caps UNPOPULAR OPINION that is actually the safest opinion in the room.

  • The PDF gated behind 'Comment SEND IT' like it contains state secrets, rather than fifty slides of recycled frameworks

  • The instant DM pitch that arrives before the connection acceptance has even cooled.

  • The stolen viral posts, reheated and served again like yesterday’s chips.

None of this is new. None of it is evil. But all of it is mind numbing theatre masquerading as content and influence.

It is karaoke dressed up as the Grammys. Powered by a desperate need to be liked.

The joke is that most of us have probably done at least one of these things at some point. I certainly have. The line between sharing and showing off is thin. The line between useful and self indulgent is thinner still.

What worries me is not the behaviour itself. It is how easily we start to confuse noise with value.

  • One liners become thought leadership.

  • Engagement becomes evidence of impact.

  • Formatting becomes a strategy.

  • Virality becomes a proxy for truth.

And slowly, without meaning to, we train ourselves to perform rather than to think. To provoke reactions rather than to help people make better decisions. To optimise for the algorithm rather than for the human on the other side of the screen.

That is what the song is really poking at.

Not individuals. Not platforms. But a culture that rewards surface over substance and volume over depth. A culture where being seen can start to matter more than being useful.

Social Influenza resonates because it is recognisable. But it is also a small warning sign.

If everything is a personal brand moment, nothing is a real conversation.
If every post is a performance, nobody is listening.

Should you really be able to call yourself a thought leader if no one is actually being led.

I would love to be part of a wave that calls time on all of this.

Less performance. More real.
Less posing. More candour.
Less 'professionalism'. More human.
Less “Agree?” More you.

We are all hit with so much noise in our working lives. We should probably show a bit more respect for each other’s attention. We do not need to pretend to be anything other than ourselves.

And if you ever catch yourself typing “People always ask me how…”, maybe pause, smile, and check yourself before you wreck yourself. Don't let the influenza win.

Listen to Social Influenza on the Marketing Mixtape

Picture of Nigel

A CEO’s Guide to What Really Matters in B2B Marketing

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

Image of john Coe

The Godfather of B2B Marketing on Sales, Trust and Why Fundamentals Still Win

Often described as the Godfather and one of the true forefathers of B2B marketing, it’s an honour to speak with you today. You’ve famously talked about speaking from “both sides of your mouth” - can you explain what that means for B2B marketers, and why having both perspectives really matters?

Well, I started my career in sales and spent quite a bit of time in sales and sales management. Then, according to my friends in sales, I went to the dark side and moved into marketing, primarily because of lead generation. That’s a long story.

But the fact of the matter is, I think any marketer in B2B needs to either have been in sales or really understand sales. The old phrase “walk a mile in my shoes” really applies here - it equips marketers to do a better job.

For B2B marketers who haven’t had the opportunity to work in sales - do you have any advice on how marketers can at least empathise with and understand that world?

That’s a good question. When I get a new client, one of the first things I ask is whether I can travel with their salespeople for a day or two - and not just one salesperson. I like to spend time with two or three.

What I find is that within the first half-day, they’re suspicious of me. But once they realise I understand sales, they open up. And when they do, the gems that come out of their mouths are incredible and hugely valuable for future marketing efforts.

You’ve got to get that trust right, and that empathy means they see you as a friend, not a foe.

And John, taking that thought further, your book The Fundamentals of B2B Sales and Marketing - there’s a clue in the title. You’ve developed a new sales coverage model. Is that a useful framework for marketers looking to build empathy and understanding with sales?

First, I should say not all situations are the same. Selling office furniture is very different from selling a machine tool that has to be designed. You need to define what you’re selling before you can design a coverage model that makes sense.

Do you use distributors or not? Does your coverage model rely on face-to-face interaction as a primary channel? Coverage models vary based on what you’re selling and who you’re selling to.

For example, in manufacturing, you’re often selling to engineers, not purchasing agents. These two factors drive very different coverage models.

That’s a great point. We talk a lot today about group marketing, where marketers need to engage multiple roles within large organisations, each with different interests in the product or service, and adapt messaging accordingly.

That’s what’s now called account-based marketing, and I completely agree with it. Even when I was in sales years ago, I did things people didn’t expect. I’d talk to purchasing, but I’d also go to the plant and speak with production scheduling. As a result, we often exceeded what the contract originally allowed.

If you’re selling to enterprise accounts, there can be five, ten, or more people involved in the decision. Marketers need to understand who they’re communicating with and that communication isn’t one-size-fits-all.

Exactly. And John, am I right in thinking that there was a version of ABM in 1980 -  it just wasn’t called ABM back then.

Yes, back then it was called Strategic Account Management.

Today, B2B marketing is one of the fastest-growing industries in the developed world. What did you see all those years ago that made you register b2bmarketing.com? What told you this was coming?

It wasn’t so much what I saw, it was what I experienced. At the time, people were underestimating the size of the B2B market. 

Think about a car. You buy one consumer product, but behind that car are 100 to 200 B2B suppliers. People focused on the consumer product and ignored the massive B2B ecosystem behind it.

I saw that because I came from sales. When I moved into marketing, many people had never worked in sales and underestimated both the size and potential of the market. Eventually, that changed and that’s why B2B has grown the way it has.

What has surprised you most about the rapid growth of B2B marketing?

One major surprise over the last five to ten years has been the explosion of technology. I’m an old face-to-face guy, and now there are nearly 14,000 software packages in sales and marketing.

The issue is that people adopt technology and forget the fundamentals. They hope technology will fix their problems, generate leads, build relationships, but without fundamentals, that’s a mistake.

Young marketers love tech. Older ones like me worry about fundamentals being lost.

That balance is fascinating. Technology has brought choice, but also choice paralysis. With AI now dominating the conversation, have the fundamentals of B2B marketing actually changed?

One thing that hasn’t changed is the emotional side of B2B buying. I’m writing a report on this now. We make emotional decisions first,  trust,  before we justify them with facts.

B2B marketing has historically ignored this emotional element, even though purchase decisions often involve significant personal and career risk.

Exactly. Buying a cheap personal item is one thing. Buying something expensive at work means spending someone else’s money,  and that’s emotional.

Take a CRM system. Choosing or changing one can be career-ending if it goes wrong. Yet most marketing ignores that risk and emotional trust requirement.

And we’re back to buying groups again - different roles, different concerns, same product.

Correct. Purchasing, finance, users, sales managers - each has different needs and trust factors. Messaging must be relevant to each.

Do you remember the first time you heard the phrase “B2B marketing”?

It came from a creative director at an agency I worked with in New York. In 1997, she shortened “business to business” to B2B, and it stuck. When I registered b2bmarketing.com, that’s where it came from.

Last century! 

It was. And it resonated.

Before you go, one final question on AI and data decay. Is there a risk that AI compounds bad data?

Absolutely. AI can help,  even with updating CRMs, but data changes rapidly. In a room of 100 managers, around 70% will have had at least one change to their role or company in the past year. If you don’t stay on top of that, you’re communicating with people who aren’t there anymore.

Zombie communication?

Exactly. Great output requires great input.

John, thank you so much for joining us and for decades of contribution to B2B marketing as the Godfather.

Thank you -  and remember, the Godfather always has an offer you can’t refuse.

Watch the full interview on the B2B Marketing United YouTube channel.

Jake bird mural

Busting the Myths Around AI in Marketing: An interview with Jake Bird

You’ve been working in AI for around three years now, and a lot seems to have changed in that time. We’ve gone from marketers trying to understand what AI even is, to claims that it’s now “embedded” everywhere. What’s the reality - myth or maturity?

I don’t think it’s embedded at all. The stat I saw recently was that fewer than 5% of organisations have embedded AI effectively. There’s so much misinformation online and a lot of hype. There are a lot of vibes around what AI can do.

The reality is you can’t just give people these tools and expect good work back. They don’t work like that. The people who get the most value have spent a lot of time understanding how the technology works and testing it.

Where we are now is the proper implementation phase. That means technology, infrastructure, and change management. It takes time for people to get used to using these tools. It’s a new way of working and it signals a new wave of marketing.

Many organisations feel pressure to “get AI” without knowing where to start. What tools would you actually recommend for marketers beginning this journey?

The tools I personally get the most value from are Claude, as a strategic partner and for content creation. Perplexity, which is excellent for research - that’s what it’s built for. Gemini, where Google has really stepped up in the last six months with 2.5 Pro and their broader suite. Those three are a strong starting point.

And what should marketers avoid?

This might be a hot take, but I’m cautious about anything labelled as an agent in marketing.

An agent is essentially another layer of software sitting on top of a large language model. A true agent makes decisions autonomously, without a human in the loop. In marketing, that strips out innovation and nuance.

Because these models are predictive they guess what comes next - agentic AI risks accelerating more of the same ideas instead of creating new ones. In other disciplines, agents can work well. But in marketing, creativity matters.

Do you think marketers are ready to use multiple LLMs for different purposes?

It took me about four years of curiosity to get to the point where I can confidently move between tools. Each one has different quirks and behaviours.

GPT is more subservient, it does what you tell it. Claude is more inquisitive and asks better questions. But getting comfortable takes time and curiosity. Most marketers aren’t there yet.

There’s also a tendency to focus purely on content. Should AI be doing more than that?

Absolutely. Content shouldn’t be the sole purpose of AI. It should be workflows and processes.

From a business perspective, the first question shouldn’t be “what tools should we use?” but “what value are we trying to create?” Every business is different. AI should support an objective, not exist for its own sake.

Are organizations actually seeing ROI when AI is implemented properly?

Yes, when it’s done well. Businesses using AI effectively are cutting acquisition costs by around 50% and improving revenue by 10–15%. That can mean a 20–30% increase in ROI.

But that only happens when AI is used as an extension of the team, not a replacement. Too many companies took the “cheap” route last year: giving everyone ChatGPT and hoping for the best. That’s not actually cheap when you factor in wasted time and poor outputs.

There’s also confusion between individual AI use and enterprise-level AI. How big a problem is that?

It’s huge. AI has been treated as a catch-all. There’s personal AI, helping individuals with ideation, decks, analysis and then there’s technical AI, the actual builds and systems. They’ve been lumped together as if AI can magically solve everything.

That oversimplification causes a lot of frustration.

Looking ahead, where should marketers actually be experimenting next?

My advice is simple: try every task with AI first and assess the output. Even when it doesn’t work, you learn something.

I’m sceptical about AI-generated video and voice. They often feel dishonest and are easy to spot. I don’t mind people being transparent about using AI as long as there’s human oversight.

What excites me more is predictive AI: spotting where markets are heading, identifying emerging interests, and shaping messaging or even products proactively rather than reactively.

Many teams are already “bringing their own AI” into organisations. What should CMOs do about governance?

If you block AI entirely, people will just use it anyway  and that’s riskier. Without training and governance, you lose control completely.

I know plenty of people who pay for their own AI subscriptions because their company won’t allow it. They work faster and get better results but without oversight.

The better approach is enablement with guardrails.

Final question: will roles like “prompt engineer” or “Head of AI” still exist in a year?

I think we’ll still see Heads of AI, but not prompt engineers. Prompting will become business as usual.

Watch the full interview on the B2B Marketing United YouTube channel.


Rich Fitzmaurice in a surgical mask

Social Influenza Is Real and Your Feed Has the Symptoms

Just when you were starting to forget what we all went through with Covid, there is a new perilous affliction going around.

It is not airborne. It is not seasonal. And sadly, it is not mild.

It spreads through feeds, comments, and connection requests. It presents itself as wisdom, vulnerability, and leadership. But once you have seen it, you cannot unsee it.

I call it Social Influenza.

Mike Winnet identified the original strain with 'LinkedIn Influenza'. Consider this the musical remix. Same symptoms. Same behaviours. Same slightly embarrassing rash. Just with a bassline and an orchestral hit.

I wrote this song as a love letter to all the tiny, familiar behaviours we have somehow normalised on LinkedIn and in B2B marketing culture.

  • The humblebrag that starts with “People always ask me how…” when nobody has asked.

  • The 4am gym routine bros who seem to think we are impressed by their lack of sleep.

  • The stock sunrise. The fake struggle. The faux inspirational anecdote about a candidate on hard times who turns out to be the “best hire ever”, despite never existing.

  • The “Thrilled to announce” conference selfie where the only thing announced is a purchased ticket.

  • The one line. At. A. Time. Formatting that turns a basic thought into a scrolling hostage situation.

  • The all caps UNPOPULAR OPINION that is actually the safest opinion in the room.

  • The PDF gated behind 'Comment SEND IT' like it contains state secrets, rather than fifty slides of recycled frameworks

  • The instant DM pitch that arrives before the connection acceptance has even cooled.

  • The stolen viral posts, reheated and served again like yesterday’s chips.

None of this is new. None of it is evil. But all of it is mind numbing theatre masquerading as content and influence.

It is karaoke dressed up as the Grammys. Powered by a desperate need to be liked.

The joke is that most of us have probably done at least one of these things at some point. I certainly have. The line between sharing and showing off is thin. The line between useful and self indulgent is thinner still.

What worries me is not the behaviour itself. It is how easily we start to confuse noise with value.

  • One liners become thought leadership.

  • Engagement becomes evidence of impact.

  • Formatting becomes a strategy.

  • Virality becomes a proxy for truth.

And slowly, without meaning to, we train ourselves to perform rather than to think. To provoke reactions rather than to help people make better decisions. To optimise for the algorithm rather than for the human on the other side of the screen.

That is what the song is really poking at.

Not individuals. Not platforms. But a culture that rewards surface over substance and volume over depth. A culture where being seen can start to matter more than being useful.

Social Influenza resonates because it is recognisable. But it is also a small warning sign.

If everything is a personal brand moment, nothing is a real conversation.
If every post is a performance, nobody is listening.

Should you really be able to call yourself a thought leader if no one is actually being led.

I would love to be part of a wave that calls time on all of this.

Less performance. More real.
Less posing. More candour.
Less 'professionalism'. More human.
Less “Agree?” More you.

We are all hit with so much noise in our working lives. We should probably show a bit more respect for each other’s attention. We do not need to pretend to be anything other than ourselves.

And if you ever catch yourself typing “People always ask me how…”, maybe pause, smile, and check yourself before you wreck yourself. Don't let the influenza win.

Listen to Social Influenza on the Marketing Mixtape

Let me just stop you there cd cover

Wait, let me just stop you there.

Ever been in a meeting where one person talks so much you start questioning every life choice that led you to that moment? The scene is familiar: you walk in prepared, slides ready, data analysed, plans carefully mapped out. Then someone; confident, loud and utterly convinced of their own importance, takes over. They interrupt before anyone finishes a sentence, restate points no one asked for and somehow manage to fill the room entirely. The confidence is unmistakable. And just as unmistakably, it’s treated as competence.

After twenty years in the world of work, I’ve sat through this more times than I can count. And while I’m wary of absolutes, one pattern keeps repeating: the loudest voice in the room is rarely the one with the clearest thinking. Volume often crowds out judgement and certainty can disguise a lack of depth.

This dynamic feels particularly visible in marketing. It’s a discipline where opinions are easy to form and hard to disprove in the moment. A skimmed article, a trending buzzword, a strong hunch; suddenly everyone has a view. Some of those views are useful. Many aren’t. Yet the ideas that dominate discussion are often the ones delivered with the most confidence or seniority, not the ones most grounded in evidence, experience or an understanding of what’s actually likely to deliver the work.

That has real consequences. Time is wasted exploring ideas that won’t survive contact with reality. More importantly, opportunities are missed. Thoughtful insights, less theatrically delivered, are often sidelined or never voiced at all.

This isn’t about villainising people. But when interruptions and dismissive reactions become the norm, they quietly reshape how decisions get made. Over time, they teach people that it’s safer to stay quiet than to contribute carefully.

When a few voices dominate, most people retreat. The room grows narrower, not smarter. Diversity of thought disappears and with it the chance of finding better answers. Meetings start to feel less like places to solve problems and more like stages where confidence is mistaken for clarity.

The quieter voices are often the ones doing the real work. They question assumptions, connect dots and think through consequences. Their ideas are often the ones that save time, budgets and credibility in the long run. Without space for those voices, the loudest person sets the tone and the quality of decisions suffers.

Rich’s song "Let me just stop you there" captures this dynamic perfectly, with humour and precision: the interruptions, the overconfidence, the casual dismissals. It’s funny because it’s recognisable. But the underlying point is serious. Work shouldn’t be a contest of dominance.

We all have a role in shaping that culture. Notice when someone is taking over. Question confidence that isn’t backed by substance. And speak up when others aren’t being heard. Looking back, there are plenty of moments where I wish I’d done this more often.

Because if we don’t, the loudest voice will keep winning. And the smartest ideas will continue to go unheard.

Listen to "Let me just stop you there" on Marketing Mixtape

A grafitti image of Rich Fitamzurice on a wall

How ABM helped me become a global CMO at 27

In 2008, around 80 percent of BT Global Services’ £8bn revenue came from just 20 percent of its accounts. Pareto’s law in full effect and a board that demanded evidence that marketing had a focus on it.

Neil Blakesley, the CMO, was under serious pressure. He needed something up and running quickly that would protect and grow share of wallet in those top accounts and, just as importantly, prove that marketing was delivering real commercial value.

Around that time, I started getting phone calls and voicemails from Nina Lees (nee Walker) asking whether I would leave my role leading marketing for the professional services sector and join her on an exciting, as yet unnamed, special project for Neil. At first, I hesitated. I was still early in my career and it felt like a big decision.

But Nina kept calling. Eventually she called in the big guns. I started getting calls from Neil himself and the Head of Sales too, plus a few BBMs for good measure (WhatsApp did not exist back then). I was not so much backed into a corner as firmly told this was a good move for me and an opportunity to shine.

They were right.

What I did not know at the time was that this decision would eventually lead to me keynoting an ITSMA event on ABM in Boston, meeting my wife there and eventually being named a global CMO at the age of 27. Serendipity.

I cannot promise ABM will be that life changing for you. Not everyone will be starting an ABM program inside a massive corporate like BT GS. But I do have plenty of scars, grey hairs and lessons that might help you.

Executive buy in matters more than anything
The biggest advantage I had was simple. ABM had a mandate from the very top. Most b2b marketers are not that lucky. Without senior backing, ABM becomes an uphill battle very quickly.

Budget follows belief
Because ABM was the CMO’s baby, budget was made available. It was not abundant. Headcount was being cut and everyone was under pressure. But whatever unallocated activity budget existed was pointed firmly in our direction. This is why executive buy in is not a nice to have. It is the difference between an idea and a programme.

Start as small as you can
BT GS had something called the T-400, the top 400 accounts globally. Far too many. We started ABM with the top 20 on a one to one basis. In hindsight, that was still too many and we probably should have tested a one to many approach first.

No amount of reading or conferences prepares you for reality. You will be building the plane whilst flying it. The fewer accounts you start with, the more you can do with limited budget and the faster you will learn what actually works in your organisation.

Account selection can make or break you
This one is critical. Pick the wrong accounts with the wrong account teams and your programme will stall immediately. Pick the right accounts with the right sales leadership and a willingness to work with marketing and you at least have a fighting chance.

In the early months, work with the people who want to work with you and want the program to succeed. Momentum matters more than perfection.

Selling ABM to sales should not be hard
Once you know which accounts you want to work on, ABM should sell itself. You are offering focused marketing support to help sales hit their targets and get paid. Most sales people will say yes instantly.

Some will not. If it feels like a hassle to them, move on. ABM does not work when it is forced.

Agencies can help you move faster
There is no shortage of agencies that specialise in ABM and they love it. The right partner brings pattern recognition, ideas from other companies and speed. They help marketing deliver visible things that sales teams and clients can actually see and feel.

From a resourcing point of view, they also let you scale quickly, often far quicker than you could internally. I benefited greatly from two agencies - one in the UK to help us design and manage the program and its platform and one in India to provide us the resources to execute it. It is far easier, and faster, to build teams using agencies than building an internal team, especially during a pilot.

Give sales real reasons to call
One of the biggest breakthroughs for us was uncovering genuine reasons to call our top accounts. My favourite example came from a conference in Brazil where a member of a client’s IT team casually mentioned, in Portuguese, on stage that he had decided to outsource part of his team.

Our ABM programme captured the session, transcribed it, translated it and triggered an alert to the sales team. That alert included supporting marketing materials, contact details and an offer to personalise further if needed.

Sales acted on it, gained traction, created an opportunity in CRM and told everyone about it. Suddenly, sales teams were proactively asking when they would be included in ABM. A perfect problem to communicate upwards.

Prove it works
For every ABM initiated or supported conversation, sales tagged the ABM campaign code. That discipline mattered. It allowed us to show that ABM accounts were creating more pipeline than non-ABM accounts and that velocity had increased.

Sales cycles were long, so revenue took time to land, but when it did, the correlation was undeniable.

Market ABM internally
In large organisations, momentum dies quickly if you do not actively promote what you are doing. Explain what ABM is, why it matters and how other teams can support it. As often as you can.

Data, insight, content, events and PR already exist around you. Use them. It makes your programme stronger and much harder to kill.

Align outside marketing
For me, alignment came through sales operations and their Account Development Plans. These were single truth documents covering where an account was today, where it wanted to go and how it would get there.

We embedded ABM into those plans, into the workshops and into the assessment criteria. Once ABM lives there, it becomes part of how the business plans growth.

Take creative risks
ABM gives you permission to be creative. You are influencing specific accounts, not anonymous audiences. With sales leadership on side, you can take risks.

We sent personalised video brochures to new clients. At the time, that felt futuristic. On the morning of a major pitch, we advertised BT GS along the client CIO’s commute, in the tube station, at the bus stop outside his office, on a billboard opposite and even in their internal magazine.

Did it directly win us the deal? No idea. But she noticed and we did win. On the biggest deals, marginal gains are worth chasing.

Use your clients to help you sell
If you have happy clients, involve them. In one case, we wanted to win a cyber security contract with company X. We introduced them to an existing cyber security client and arranged for the two CIOs to have dinner together without us in the room.

When our advocate debriefed us, he was honest. He did not tell the prospect that we were perfect. He talked about what we did well, where we could improve and, crucially, told them that when things went wrong, the BT GS team genuinely cared and went all in to fix it.

That mattered more than any slide deck or white paper.

After a year, ABM was materially contributing to pipeline; over $3bn of sales qualified pipeline with 32 percent converting, and sales were openly praising it, so budget stopped being a problem. We eventually rolled ABM out across the full Top 400 via developing different flavours across categories of accounts.

Then I got a call asking if I would be interested in becoming a global CMO.

At 27.

Shit.

I owe a huge amount to BT GS and to ABM. And these are just some of the lessons I learned along the way. I will share more in future, but if there is anything specific you would like me to go deeper on, just get in touch. If you would like an intro to the agencies that I would recommend you talk to today, just drop me a line.

Letters

Man climbing a career lady which is starting to smoke

Letters page: How do I stop the CEO thinking AI can reduce my marketing headcount?

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

Feb 21, 2026

7 min read

Man climbing a career lady which is starting to smoke

Letters page: How do I stop the CEO thinking AI can reduce my marketing headcount?

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

a lady with her battery drained

Letters page: How do I stop my CEO embarrassing the company on LinkedIn?

"Dear Rich,

Our CEO is obsessed with social media. He posts constantly and, while he is not the worst on LinkedIn, it is… not good.

The bigger problem is that my manager, the Head of Comms, has now asked me to take ownership of his content going forward.

To give you a flavour of what I am dealing with:

  • He has asked what awards we can “win him” to give his profile more credibility.

  • He has suggested running around Central Park filming selfie videos because “everyone loves that format.”

  • He thinks we can use AI to automate his written posts so he can focus on video.

  • He does not seem bothered that the only people engaging are employees.

I have my first proper one on one planning session with him in two weeks and I am already dreading it. How do I handle this without either destroying my integrity or just becoming a pair of hands executing nonsense that quietly kills me inside?"

Marie, New York


Rich’s reply

Marie, I completely understand where you are coming from, but let’s reframe this straight away.

First, your manager has played a blinder. They have managed to pull your CEO’s social presence into the comms function. Whether that was by design or luck does not matter. It creates a real opportunity to raise the bar.

Second, your CEO clearly believes that being visible on social matters. That is not a bad instinct. He may be confused about what good looks like, but that is exactly where you come in.

Third, he is willing to put himself out there. Even the running videos tell you something. He is not hiding. Many CEOs are deeply uncomfortable being public. Yours is not. That is an asset if it is guided well.

Fourth, your manager trusts you to work directly with the most senior person in the business on one of his passion projects and one of the company’s most visible channels. That is not admin. That is endorsement.

And finally, he does not yet understand what good metrics or real impact look like. Which means you get to define them.

Seen through that lens, this is not a nightmare. It is a high stakes opportunity to influence up.

Your job is not to tell him his ideas are bad. That will get you nowhere. Your job is to reframe what “working” on social actually means.

Right now, in his head, working probably equals:

  • Posting a lot

  • Looking busy

  • Getting likes

  • Feeling visible

You need to gently shift that to:

  • Reputation

  • Authority

  • Trust with the right audience

  • Signal over noise

And you do that by talking outcomes, not formats.

In your one on one, do not start with Central Park or video or AI. Start with purpose.

Ask him:
What do you want your presence to actually do for the business?

  • Customers

  • Investors

  • Recruits

  • Partners

  • Future board members

Then ask the more powerful follow up:
If one of those people looked at your feed for five minutes, what would you want them to think about you?

  • Serious operator

  • Clear thinker

  • Trusted leader

  • Someone worth betting on

Then ask:
What are the subjects you feel you genuinely know more about than almost anyone else in the industry?

Once he answers those, his current instincts will quietly start to look misaligned without you ever having to say they are wrong.

Awards chasing becomes:
What actually builds credibility with the people you care about?

Running selfies becomes:
What formats signal authority rather than attention seeking?

AI mass production becomes:
What is worth saying even if it is less often?

Employee likes becomes:
Are the right people paying attention, not just the nearest ones?

At that point, you can start to bring in the real value of comms:

  • Working with PR to get him in the right publications, on the right topics, saying something that actually moves his reputation forward.

  • Shaping his thinking into sharp points of view rather than content volume.

  • Editing ruthlessly so everything sounds like him at his best, not him on a bad day with a prompt.

Play this well and you will have regular one on one access to the most powerful person in the company. You will be helping shape how the market sees him and, by extension, how it sees the business.

So what could have been a soul destroying experience, could actually become career making.

Onwards!

man and woman eating lunch on a bench

Letters page: How do I deal with a micromanager?

"Hi Rich,

I’m 31 and less than a year into my first Head of Marketing role. It’s just me, an intern and a full-service agency.

I am really struggling with a manager who micromanages everything I do. Every decision, every slide, every email seems to need their input, and nothing I do is ever right.

He doesn’t let me have a budget let alone own it. Every spend has to go through him like I am Oliver Twist. It’s exhausting and it’s starting to knock my confidence. I think I am a good marketer. I’m trying to stay professional and deliver, but it’s driving me crazy and making me really anxious every time I go into the office. I think the chief commercial officer feels the same way I do but rather than us joining forces, he has adopted some of the CEO’s traits to carry favour.

How do I deal with a micromanager like this? Or should I just leave and take the blemish on my CV?"

Holly, East Kilbride, Scotland


Rich's Reply

Holly, I really feel for you.

Micromanagement is a super quick way to drain the energy, confidence and enjoyment from a role, and what you are describing is not light touch oversight. It is behaviour that needs to change.  

The first thing to get straight in your head is this. This is almost certainly not about your competence. It is about anxiety, fear of failure, pressure from above, insecurity, and a need to retain control. When someone wants to approve every slide, every email and every pound spent, they are not trying to improve the work. They are trying to reduce their own sense of risk.

It also means that, in practice, you are not being allowed to do the job you were hired to do. A Head of Marketing role without budget ownership, decision authority and space to exercise judgement is not really a Head of Marketing role. It is a senior execution role with a bigger title. That distinction matters for your confidence and your future.

The second thing is that suffering in silence or quietly resenting it never fixes the problem. It just poisons the relationship and slowly chips away at your confidence, and, as you are already feeling, your sleep and mental health too. And absolutely nothing is worth the toll that those things take on your body.

The grown up, emotionally intelligent, move is to try and reset the working contract, calmly and professionally.

A one to one is the place to do it, and the framing matters. Not emotional. Not accusatory. Focus on outcomes and effectiveness, not on how controlling it feels.

Something like:
I want to do my best work here and take real ownership. At the moment I feel we are checking in so frequently that it slows things down and makes it harder for me to build confidence in my judgement. Could we be clearer on what you want visibility on, where you are happy for me to run independently, and what good looks like?

You are not saying stop micromanaging me. You are saying let’s agree trust, boundaries and expectations so I can do a better job for you.

Most micromanagers hover because they hate being surprised. The people I have seen successfully loosen that grip have removed the surprises. They over communicate. They flag risks early. They share progress before being asked. They close loops. They become predictable. Reliability is the fastest way to build trust with someone who is anxious.

Agree explicitly:

  • What decisions you own

  • What decisions they want sign off on

  • When they want updates

  • What success looks like

Then deliver against that relentlessly, even if it feels uncomfortable at first. You are playing the smarter game.

At the same time, protect your own headspace. Micromanagement has a nasty habit of making very capable people start doubting themselves. Keep evidence of your impact. Get perspective from peers or mentors. Remind yourself that one person’s need for control is not a verdict on your talent.

There is also a harder truth to acknowledge.

Some leaders do not change. Their need for control is part of who they are, not a phase. The fact that your Chief Commercial Officer has chosen to mirror the CEO rather than partner with you is a signal about the culture you are in. It is a culture that rewards appeasement upward more than trust sideways. That is not an easy place for a first time Head of Marketing to grow.

If you have the conversation, build trust, deliver consistently, and months later nothing has shifted, then this stops being a communication problem and becomes an environment problem.

At that point, the question is not how do I cope? but is this the place I want to become the leader I am trying to grow into. Is the toll it is taking worth it?

Leaving a toxic, controlling environment is not a blemish on a CV. Staying too long and letting it hollow out your confidence often is.

Start with clarity, not conflict. Build trust through predictability. Protect your confidence and your health.

And remember, being micromanaged says far more about the manager and the culture than it does about you. At least the experience will help shape which type of leader you do not want to become yourself.

Onwards.

standing up to a bully

Letters page: How do I deal with my asshole colleague?

"Hi Rich,

There is ongoing tension between me and a colleague and it keeps spilling into meetings. I won’t overshare, but we have never really gotten along. I can’t point to one big moment that started it, more a slow build of him becoming increasingly hostile.

It is petty, childish stuff. Talking behind my back. Ignoring emails. Little digs in meetings. At one point he even threw my pens in the trash. Real middle school behaviour.

I am not someone who enjoys confrontation and, honestly, it is starting to get under my skin. It is affecting the atmosphere, my focus, and I have caught myself dreading Sunday evenings, which feels ridiculous to admit when I am almost 30. The only support I get from colleagues is the odd eye roll or quiet arm around the shoulder when he is within ear shot.

It has got to the point where I am genuinely wondering whether it is easier to leave than keep dealing with it."

Ade, Atlanta


Rich’s reply

I am irritated on your behalf, Ade.

You, quite rightly, thought you’d left this sort of thing behind you when you graduated from high school. But nope, the workplace has bullies too.

The danger with pathetic behaviour like this is not just the behaviour itself. It is what it turns you into. You start replaying conversations. You become guarded in meetings. You either avoid them, overcompensate, or find yourself biting your lip. None of which you should be made to do.

The fact you are dreading Sunday evenings is not trivial. That is your nervous system telling you something is wrong. Work should stretch you, challenge you, even frustrate you at times. It should not make you anxious before the week has even started.

An important caveat. I always give advice from the heart, as a real human being, based on my own experiences. I say it how I see it. Feel free to ignore it. I also know it can feel especially uncomfortable in corporate America to raise interpersonal issues without worrying you will be labelled “difficult”.

First, ground yourself. Your job is to stay professional, protect your performance, and not let one person derail your reputation or your enjoyment of the work.

Before you do anything else, keep your own house in order. Stay calm in meetings. Stick to facts. Do not get drawn into side battles or passive aggressive exchanges. If needed, quietly keep a record of incidents so you are clear on what is actually happening, not just how it feels. Dates, meetings, behaviour, impact. That may come in very handy later.

Then, rather than going straight to him, I would start with your line manager.

Not an emotional unloading. Not a therapy session. Calm, factual, and adult.

Frame it as a team issue, not a personality clash. Something along the lines of:

"I feel there is ongoing tension between me and X and I think it is starting to affect me and the team. There are side comments, being ignored on email, and behaviour that feels unprofessional. I am not trying to make this personal, but it is starting to impact the dynamic in the room. I would really value your help in looking out for it and shutting it down."

You are doing three important things there.
You are describing behaviour, not attacking character.
You are explaining impact on you AND the team.
You are asking for support, not permission to fight back.

Once you have raised it, it is no longer “your problem with him”. It becomes a leadership problem. And that is exactly where it belongs.

You are not there to fix someone else’s personality. You are there to do your job in an environment that is adult, respectful, and safe to operate in.

If your manager handles it well, great. If they minimise it or ignore it and the behaviour continues, that tells you something important about the culture you are in and what it tolerates.

And that, in the end, is what should inform whether you stay or look for something new.

Onwards.

Watch the full response to this interview on the B2B Marketing United YouTube channel

Man climbing a career lady which is starting to smoke

Letters page: How do I stop the CEO thinking AI can reduce my marketing headcount?

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

a lady with her battery drained

Letters page: How do I stop my CEO embarrassing the company on LinkedIn?

"Dear Rich,

Our CEO is obsessed with social media. He posts constantly and, while he is not the worst on LinkedIn, it is… not good.

The bigger problem is that my manager, the Head of Comms, has now asked me to take ownership of his content going forward.

To give you a flavour of what I am dealing with:

  • He has asked what awards we can “win him” to give his profile more credibility.

  • He has suggested running around Central Park filming selfie videos because “everyone loves that format.”

  • He thinks we can use AI to automate his written posts so he can focus on video.

  • He does not seem bothered that the only people engaging are employees.

I have my first proper one on one planning session with him in two weeks and I am already dreading it. How do I handle this without either destroying my integrity or just becoming a pair of hands executing nonsense that quietly kills me inside?"

Marie, New York


Rich’s reply

Marie, I completely understand where you are coming from, but let’s reframe this straight away.

First, your manager has played a blinder. They have managed to pull your CEO’s social presence into the comms function. Whether that was by design or luck does not matter. It creates a real opportunity to raise the bar.

Second, your CEO clearly believes that being visible on social matters. That is not a bad instinct. He may be confused about what good looks like, but that is exactly where you come in.

Third, he is willing to put himself out there. Even the running videos tell you something. He is not hiding. Many CEOs are deeply uncomfortable being public. Yours is not. That is an asset if it is guided well.

Fourth, your manager trusts you to work directly with the most senior person in the business on one of his passion projects and one of the company’s most visible channels. That is not admin. That is endorsement.

And finally, he does not yet understand what good metrics or real impact look like. Which means you get to define them.

Seen through that lens, this is not a nightmare. It is a high stakes opportunity to influence up.

Your job is not to tell him his ideas are bad. That will get you nowhere. Your job is to reframe what “working” on social actually means.

Right now, in his head, working probably equals:

  • Posting a lot

  • Looking busy

  • Getting likes

  • Feeling visible

You need to gently shift that to:

  • Reputation

  • Authority

  • Trust with the right audience

  • Signal over noise

And you do that by talking outcomes, not formats.

In your one on one, do not start with Central Park or video or AI. Start with purpose.

Ask him:
What do you want your presence to actually do for the business?

  • Customers

  • Investors

  • Recruits

  • Partners

  • Future board members

Then ask the more powerful follow up:
If one of those people looked at your feed for five minutes, what would you want them to think about you?

  • Serious operator

  • Clear thinker

  • Trusted leader

  • Someone worth betting on

Then ask:
What are the subjects you feel you genuinely know more about than almost anyone else in the industry?

Once he answers those, his current instincts will quietly start to look misaligned without you ever having to say they are wrong.

Awards chasing becomes:
What actually builds credibility with the people you care about?

Running selfies becomes:
What formats signal authority rather than attention seeking?

AI mass production becomes:
What is worth saying even if it is less often?

Employee likes becomes:
Are the right people paying attention, not just the nearest ones?

At that point, you can start to bring in the real value of comms:

  • Working with PR to get him in the right publications, on the right topics, saying something that actually moves his reputation forward.

  • Shaping his thinking into sharp points of view rather than content volume.

  • Editing ruthlessly so everything sounds like him at his best, not him on a bad day with a prompt.

Play this well and you will have regular one on one access to the most powerful person in the company. You will be helping shape how the market sees him and, by extension, how it sees the business.

So what could have been a soul destroying experience, could actually become career making.

Onwards!

man and woman eating lunch on a bench

Letters page: How do I deal with a micromanager?

"Hi Rich,

I’m 31 and less than a year into my first Head of Marketing role. It’s just me, an intern and a full-service agency.

I am really struggling with a manager who micromanages everything I do. Every decision, every slide, every email seems to need their input, and nothing I do is ever right.

He doesn’t let me have a budget let alone own it. Every spend has to go through him like I am Oliver Twist. It’s exhausting and it’s starting to knock my confidence. I think I am a good marketer. I’m trying to stay professional and deliver, but it’s driving me crazy and making me really anxious every time I go into the office. I think the chief commercial officer feels the same way I do but rather than us joining forces, he has adopted some of the CEO’s traits to carry favour.

How do I deal with a micromanager like this? Or should I just leave and take the blemish on my CV?"

Holly, East Kilbride, Scotland


Rich's Reply

Holly, I really feel for you.

Micromanagement is a super quick way to drain the energy, confidence and enjoyment from a role, and what you are describing is not light touch oversight. It is behaviour that needs to change.  

The first thing to get straight in your head is this. This is almost certainly not about your competence. It is about anxiety, fear of failure, pressure from above, insecurity, and a need to retain control. When someone wants to approve every slide, every email and every pound spent, they are not trying to improve the work. They are trying to reduce their own sense of risk.

It also means that, in practice, you are not being allowed to do the job you were hired to do. A Head of Marketing role without budget ownership, decision authority and space to exercise judgement is not really a Head of Marketing role. It is a senior execution role with a bigger title. That distinction matters for your confidence and your future.

The second thing is that suffering in silence or quietly resenting it never fixes the problem. It just poisons the relationship and slowly chips away at your confidence, and, as you are already feeling, your sleep and mental health too. And absolutely nothing is worth the toll that those things take on your body.

The grown up, emotionally intelligent, move is to try and reset the working contract, calmly and professionally.

A one to one is the place to do it, and the framing matters. Not emotional. Not accusatory. Focus on outcomes and effectiveness, not on how controlling it feels.

Something like:
I want to do my best work here and take real ownership. At the moment I feel we are checking in so frequently that it slows things down and makes it harder for me to build confidence in my judgement. Could we be clearer on what you want visibility on, where you are happy for me to run independently, and what good looks like?

You are not saying stop micromanaging me. You are saying let’s agree trust, boundaries and expectations so I can do a better job for you.

Most micromanagers hover because they hate being surprised. The people I have seen successfully loosen that grip have removed the surprises. They over communicate. They flag risks early. They share progress before being asked. They close loops. They become predictable. Reliability is the fastest way to build trust with someone who is anxious.

Agree explicitly:

  • What decisions you own

  • What decisions they want sign off on

  • When they want updates

  • What success looks like

Then deliver against that relentlessly, even if it feels uncomfortable at first. You are playing the smarter game.

At the same time, protect your own headspace. Micromanagement has a nasty habit of making very capable people start doubting themselves. Keep evidence of your impact. Get perspective from peers or mentors. Remind yourself that one person’s need for control is not a verdict on your talent.

There is also a harder truth to acknowledge.

Some leaders do not change. Their need for control is part of who they are, not a phase. The fact that your Chief Commercial Officer has chosen to mirror the CEO rather than partner with you is a signal about the culture you are in. It is a culture that rewards appeasement upward more than trust sideways. That is not an easy place for a first time Head of Marketing to grow.

If you have the conversation, build trust, deliver consistently, and months later nothing has shifted, then this stops being a communication problem and becomes an environment problem.

At that point, the question is not how do I cope? but is this the place I want to become the leader I am trying to grow into. Is the toll it is taking worth it?

Leaving a toxic, controlling environment is not a blemish on a CV. Staying too long and letting it hollow out your confidence often is.

Start with clarity, not conflict. Build trust through predictability. Protect your confidence and your health.

And remember, being micromanaged says far more about the manager and the culture than it does about you. At least the experience will help shape which type of leader you do not want to become yourself.

Onwards.

standing up to a bully

Letters page: How do I deal with my asshole colleague?

"Hi Rich,

There is ongoing tension between me and a colleague and it keeps spilling into meetings. I won’t overshare, but we have never really gotten along. I can’t point to one big moment that started it, more a slow build of him becoming increasingly hostile.

It is petty, childish stuff. Talking behind my back. Ignoring emails. Little digs in meetings. At one point he even threw my pens in the trash. Real middle school behaviour.

I am not someone who enjoys confrontation and, honestly, it is starting to get under my skin. It is affecting the atmosphere, my focus, and I have caught myself dreading Sunday evenings, which feels ridiculous to admit when I am almost 30. The only support I get from colleagues is the odd eye roll or quiet arm around the shoulder when he is within ear shot.

It has got to the point where I am genuinely wondering whether it is easier to leave than keep dealing with it."

Ade, Atlanta


Rich’s reply

I am irritated on your behalf, Ade.

You, quite rightly, thought you’d left this sort of thing behind you when you graduated from high school. But nope, the workplace has bullies too.

The danger with pathetic behaviour like this is not just the behaviour itself. It is what it turns you into. You start replaying conversations. You become guarded in meetings. You either avoid them, overcompensate, or find yourself biting your lip. None of which you should be made to do.

The fact you are dreading Sunday evenings is not trivial. That is your nervous system telling you something is wrong. Work should stretch you, challenge you, even frustrate you at times. It should not make you anxious before the week has even started.

An important caveat. I always give advice from the heart, as a real human being, based on my own experiences. I say it how I see it. Feel free to ignore it. I also know it can feel especially uncomfortable in corporate America to raise interpersonal issues without worrying you will be labelled “difficult”.

First, ground yourself. Your job is to stay professional, protect your performance, and not let one person derail your reputation or your enjoyment of the work.

Before you do anything else, keep your own house in order. Stay calm in meetings. Stick to facts. Do not get drawn into side battles or passive aggressive exchanges. If needed, quietly keep a record of incidents so you are clear on what is actually happening, not just how it feels. Dates, meetings, behaviour, impact. That may come in very handy later.

Then, rather than going straight to him, I would start with your line manager.

Not an emotional unloading. Not a therapy session. Calm, factual, and adult.

Frame it as a team issue, not a personality clash. Something along the lines of:

"I feel there is ongoing tension between me and X and I think it is starting to affect me and the team. There are side comments, being ignored on email, and behaviour that feels unprofessional. I am not trying to make this personal, but it is starting to impact the dynamic in the room. I would really value your help in looking out for it and shutting it down."

You are doing three important things there.
You are describing behaviour, not attacking character.
You are explaining impact on you AND the team.
You are asking for support, not permission to fight back.

Once you have raised it, it is no longer “your problem with him”. It becomes a leadership problem. And that is exactly where it belongs.

You are not there to fix someone else’s personality. You are there to do your job in an environment that is adult, respectful, and safe to operate in.

If your manager handles it well, great. If they minimise it or ignore it and the behaviour continues, that tells you something important about the culture you are in and what it tolerates.

And that, in the end, is what should inform whether you stay or look for something new.

Onwards.

Watch the full response to this interview on the B2B Marketing United YouTube channel

man seeking help navigating via a signpost

Letters page: How do I lead a team more AI savvy than me?

"Hi Rich,

I am in my 50’s managing a team where some of the younger members clearly know more about AI and new tools than I do. I feel behind the curve and, if I am honest, it is getting me down and thinking that I may ‘encouraged’ to retire early.  

What do I do?"

Marie, Oshkosh, Wisconsin

 

Rich’s reply

Marie, what you are feeling is completely normal and far more common than people admit.

New technologies come into our world all the time and they can be intimidating, especially when something like AI arrives with so much noise, hype, and scaremongering attached to it.

But if you look back at your career, you have already lived through so many changes that genuinely transformed how marketing is done:

  • Email replacing fax and post

  • Websites replacing brochures

  • Search engines and SEO

  • CRM replacing spreadsheets and rolodexes

  • Marketing automation and nurture

  • Social media and personal brand

  • Programmatic and digital targeting

  • Analytics and live dashboards

  • Cloud collaboration tools

  • Mobile and always on internet

  • Online events and streaming

And each time, you adapted. You learned. You stayed relevant. You progressed. You are now leading a team because of the judgement, experience, and perspective you bring, not because you are the fastest on the latest tool.

At your level, you do not need to be the smartest technician in the room. Your value is in setting direction, making decisions, connecting dots, and creating the conditions for talented people to do their best work.

There is no need to hide gaps or bluff. In fact, the strongest leaders are comfortable hiring people who are better than them in specific areas and then giving them space to shine. That is not weakness. That is leadership.

Your role is to ask the right questions, challenge assumptions, link tools to outcomes, and decide what really matters for the business. Let your team be brilliant at the how. You stay accountable for the why and the so what.

At the same time, stay curious. You do not need to become an AI expert overnight, but you should show that you are learning, that you care, and that you are not switching off from the future. Ask your team to teach you. Create moments for show and tell. Make learning visible and normal. Consider an external coach.

When marketing automation started to become impossible to ignore and my own team were waving business cases under my nose, I realised I needed to upskill simply to do my job properly. I signed up for a two day course and learned a huge amount. It gave me the confidence to ask better questions and make better decisions. That is what matters.

Finally, park any thoughts about being nudged into early retirement. That decision will always be yours and yours alone. Experience, judgement, and calm under pressure do not suddenly lose their value because a new technology arrives.

You have adapted before. You will adapt again.

Head up. Stay curious. Lead with confidence.

Onwards.

Watch the full response to this interview on the B2B Marketing United YouTube channel

man sitting down receiving career therapy

Letters page: How do I deal with being blamed for missed revenue targets?

"Hi Rich,

I work in product marketing and everything is being judged through a 'revenue lens' by the new Head of Sales, but I do not even own the levers that directly drive revenue.

Sales controls sales. Product management controls pricing. The service line controls strategy. Yet it feels like product marketing is being asked to explain why the numbers are not being met.

It is exhausting trying to defend work that is only one part of a much bigger picture. I would really value your view on how I can navigate this and still have real influence instead of just being the messenger when targets are missed."

Sarah, Boston, USA


Rich’s reply

Sarah, your frustration is completely understandable. Let’s unpick what is really going on to help you find a way forward.

You say everything is being judged through a revenue lens. As B2B marketers, that is actually the right lens. We may not control every lever, but our work exists to support commercial outcomes. Marketing cannot declare success if the business has failed to hit its number.

I learned that lesson early in my career. I once watched a VP of Marketing celebrate a great year on stage while sales had missed target badly and the business was about to write down billions. It never sat right with me. From that moment on, I have believed that marketing only wins when sales wins.

Your Head of Sales is new. That matters. He will be under pressure to prove himself quickly, to deliver against the number he committed to when he took the role, and to identify where performance can be lifted. One of the first things most new sales leaders do is turn up the heat across the organisation. Marketing is just one of those places he will ask questions of.

You are also right that product marketing does not control pricing, strategy, or the final sales conversation. Most B2B marketers live with that tension. In time, I think our profession will need to be far more influential in those areas. But in the short term, the most productive response is not to defend your patch. It is to lean into the commercial agenda.

The best advice I can give you is to help your new Head of Sales be successful.

Recognise that he is now one of your most important stakeholders. He has momentum. He has board level support. And he has a very direct line of sight to the outcomes everyone ultimately cares about. Position yourself as an ally, not as someone explaining why things are complicated.

A few practical things you can do:

Spend time with customers alongside sales. Sit in on meetings. Listen to objections. Understand how deals really move or stall. Being able to reference real sales conversations will give you credibility and context in every discussion you have with him.

Build campaigns with sales, not for sales. That does not mean being dictated to, but it does mean involving them early. Let them shape messaging, proof points, and prioritisation. When they feel ownership, they use the work and they defend it.

Be forensic about your budget. He will look under the bonnet of every function. Make sure you can explain not just what you are spending, but why, and how each major investment is meant to support pipeline, win rates, or deal confidence.

Clarify your role and your impact. Put together a simple view of where product marketing sits across the sales cycle. Show how you influence awareness, consideration, validation, and conversion. Be explicit about what you own, what you support, and where your success is tied to sales success. I have often argued that marketing should share responsibility for won business targets, not just pipeline, to demonstrate true alignment.

Proactively bring ideas. What could improve pipeline quality. What could help sales win more often. What content, proof, or enablement is missing. What friction do you see in the buying journey. Do not wait to be asked.

And finally, build a relationship. He is new, probably still finding his feet, and likely under more pressure than he is letting on. A coffee, a lunch, an invitation to a team event, all help build trust and openness whilst you may benefit from an inside track into why he is asking certain questions and what he is trying to do.

You will always feel some heat when revenue is the ultimate measure. That is part of the job. You can fight it, but it is a losing battle. Or you can reframe your role as one that is inseparable from sales success.

When sales wins, marketing wins.
When sales struggles, marketing has work to do.

Position yourself as someone who understands that reality and is actively helping to change it, not just explain it.

Onwards!

How to

woman screaming at journalist until shes blue in the face

How to use PR to build credibility in B2B

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

Feb 8, 2026

5 min read

woman screaming at journalist until shes blue in the face

How to use PR to build credibility in B2B

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

How to avoid catching Social Influenza

The lyrics of "Social Influenza" paint a dystopian picture of our modern condition: a feverish need for validation, a contagion of comparison, and the exhausting static of a life lived for the feed. The song warns of a sickness where we develop a craving for performance theater and an addiction to meaningless likes and comments.

For B2B marketers, LinkedIn is Ground Zero for this outbreak.

We are under constant pressure to optimize, to influence, and to "add value" until we are empty. The pressure to be a "Top Voice" can quickly mutate into a professional illness. This is the Social Influenza.

It starts with a slight fever of anxiety when you haven't posted in 24 hours and ends with full-blown Corporate Dysmorphia: the sickening gap between the human you are and the polished, hustle-culture avatar sufferers feel they need to present online.

If you find yourself posting "inspirational" stories about your morning coffee or using the phrase "delighted to announce" with a sinking feeling in your stomach, you may already be infected. If you want to survive the platform without losing your soul, you need to understand the pathology of the disease.

Here is your chart for diagnosis, treatment, and recovery.

Part I: The Pathology

The virus mutates quickly. In the B2B ward, we are currently seeing seven distinct variants of the influenza. You must learn to spot them in your feed, and, more importantly, in your own drafts.

Strain 1: The "Hustle Fever"

  • The Symptom: This is the inability to rest. You feel a burning compulsion to post seven days a week because "the algorithm demands consistency." You start measuring your self-worth by impression metrics rather than actual business conversations. You are burning up, generating heat but no light.

  • The Cure: Treat LinkedIn like a potent antibiotic, not a daily buffet. One or two insightful posts a week will always outperform seven days of empty noise. Your goal is resonance, not volume.

Strain 2: Buzzword Delirium

  • The Symptom: The virus attacks the language centers of the brain. You lose the ability to speak like a human. Suddenly, you aren't "solving problems"; you are "leveraging synergistic paradigms to unlock granular value adds." You are writing to sound smart, which inevitably makes you sound infected.

  • The Cure: Read your draft post out loud. If you wouldn't say those exact words to a friend at a bar (or a colleague over coffee) without getting laughed at, delete them. Write for humans, not for the "thought leader" persona.

Strain 3: The "Bro-etry" Spasms

  • The Symptom: This respiratory issue forces the writer to speak in short. Staccato. Sentences. You find yourself physically unable to write a paragraph. You break every sentence into its own line to "stop the scroll." You start posts with dramatic hooks like "I almost lost everything..." only to pivot into a banal tip about email open rates.

  • The Cure: Respect the Paragraph. Trust that your audience is intelligent enough to read three sentences grouped together. If your insight is actually valuable, you don't need to dress it up in the costume of a dramatic revelation.

Strain 4: Engagement Bait Nausea

  • The Symptom: You post polarizing or overly personal content solely to trigger the dopamine hit of the "comments" section. You ask questions you don't care about ("Agree?") just to boost the numbers. You feel a sinking sensation in your stomach because you know you are prioritizing the algorithm over your integrity.

  • The Cure: Intentionality. Before every post, ask: Does this actually help my prospect, or does it just feed my ego?If the answer is ego, keep it in the drafts. It is actually a very impressive trait to be able to talk yourself back from the ledge; it is not wasted time.

Strain 5: The "Tag-You’re-It" Rash

  • The Symptom: A highly contagious strain where the infected attempts to force the virus onto others. You finish a mediocre post and tag 30 people in the comments with the caption "Thoughts?" These people have no relation to the topic, but you need their "clout" to simulate a fever of engagement.

  • The Cure: Only tag someone if you are specifically quoting them or if you have a pre-existing relationship where they expect to be brought into the conversation. Do not sneeze on strangers to get their attention.

Strain 6: The "ChatGPT" Pallor

  • The Symptom: The infection takes over the brain completely, replacing independent thought with a gray, lifeless simulation. You stare at someone else’s post and realize you have nothing to say, so you generate a comment: "Great insights, [Name]! Synergy is indeed key." You become part of the perfect breeding ground for the virus to multiply and mutate.

  • The Cure: If you can't write a 50-word comment yourself, write a 5-word comment that is actually true. "This specific point resonates because" carries more weight than three paragraphs of AI slop.

Strain 7: Toxic Positivity Paralysis

  • The Symptom: The most dangerous strain, characterized by the inability to experience a human emotion without calculating its ROI. You suffer a personal tragedy, but before you can even process the grief, you are already mentally drafting the LinkedIn post about "resilience." You see your own life not as an experience to be lived, but as raw material to be mined for "lessons." You have become a content parasite on your own soul.

  • The Cure: Reclaim your humanity by refusing to monetize your suffering. Sometimes, a bad quarter is just a bad quarter, not a "failing forward" masterclass. Silence is an immune booster. It allows you to heal offline so you can return online as a person, not a carcass of content.

Strain 8: Circadian Grindset Syndrome

  • The Symptom: You jolt awake at 3:45 AM, cortisol spiking, convinced that if you sleep until 7:00 AM, you have already "lost" the day to your competitors. You drag yourself to the gym not for health, but to take a blurry photo of the squat rack or your watch face with the caption "Rise and Grind." You are sleep-deprived, hallucinating success, and mistaking exhaustion for dedication.

  • The Cure: High performance requires recovery, not deprivation. Unless you are training for the Olympics or operating a dairy farm, you do not need to be up at 4:00 AM. Sleep is a productivity tool. Your net worth is not tied to your alarm clock settings.

Part II: Building Immunity

The song lyrics speak to the desire to "escape" or "shut down." You likely cannot delete LinkedIn if it is your livelihood, but you can build a Hazmat suit to wear while you work.

1. Create a "Quarantine Zone" Social Influenza spreads when you let the platform dictate your schedule.

  • The Protocol: Turn off all LinkedIn notifications on your phone. All of them. Check the platform only during designated "work windows" (e.g., 9:00 AM to 9:30 AM). Do not let the virus follow you home to the dinner table.

2. Vaccinate with Reality The virus thrives on perfection. It dies in the face of reality.

  • The Protocol: Post about a failure. Not a "humble brag" failure (e.g., "I worked too hard and my team loved me for it"), but a real lesson learned from a mistake. Vulnerability is the antibody to the fake perfection of social influenza.

3. Mute the Super-Spreaders If a specific "influencer" makes you feel inadequate, annoyed, or tired, realize they are contagious.

  • The Protocol: Use the Mute button liberally. It is our best defense. You cannot heal in a toxic environment.

Part III: The Prognosis

To recover from the Social Influenza, you must remember the core sentiment of the song: You are not your feed.

In B2B, the most effective marketers are not the ones who have "gone viral" with a fever-dream of hashtags. They are the ones who remain healthy, grounded, and undeniably human.

The Final Prescription:

  • Stop "Networking," Start "Connecting": The influenza makes us view people as numbers (leads, likes, followers). Recover by viewing them as peers.

  • Check Your Pulse: Before you hit "Post," check your physical reaction. Do you cringe at the thought of posting it? If so, you are symptomatic.

  • Discharge: Close the tab. Go outside. Touch grass.

The static will always be there. You don't have to tune into it.

Listen to Social Influenza on the Marketing Mixtape

man at a crossroads

How to pick the right ABM accounts

Before you begin your ABM programme your foundations (account selection) has to be right. Many ABM programmes don’t fail because the tactics are wrong, it’s more fundamental than that, if your account selection is wishful rather than calculated, you are starting on the wrong foot. 

A big logo gets picked, everyone rallies, content gets built, outreach starts then you find out the buying path is opaque, there isn’t enough repeatable work and nobody can confidently explain why this account is worth the effort right now.

ABM is not a quick fix to revenue and profit, it requires commitment and consistent time investment across research, outreach, content, relationship-building, and internal coordination. Without a consistent way to choose accounts, ABM can become a mix of activity noise and hope which is the worst thing for pipeline and speed to revenue and client-stickiness.

This article outlines a straightforward scoring method that I have used in the past to identify the accounts most likely to succeed in an ABM programme, based on recurring/upsell/cross-sell revenue potential, speed to value, and realistic expansion runway. It’s designed to be quick enough to use in the real world, even with limited resources and consistent enough to avoid internal debate.

Before you start: define your revenue goals 

Before you score anything, you need to be clear on what “success” looks like commercially to avoid scoring accounts in isolation which can lead teams to chase numbers that don’t connect to a specific outcome.

A revenue forecast is simply the result you’re trying to produce and the kind of work you need to produce it. For example, you might decide your ABM programme is meant to prioritise accounts that can reach £10k MRR within 12 months, with a credible path to £20k MRR without requiring significant additional internal investment.

ABM is a focused investment, if your programme is built to generate recurring revenue for example, your account selection needs to reflect recurring revenue realities: repeatable work, reliable buying paths, urgency, and expansion potential.

Step 1: Choose a simple but solid scoring model 

If your scoring process is complex it will confuse and if it’s too vague it can lead to gaming. You are aiming for something that can be done quickly, creates consistency, and stays connected to commercial outcomes.

A practical model is a 0 - 20 total score made up of five components:

  • Volume or Cross-sell/Upsell Potential (0 - 5)

  • Budget Access + Decision Path Strength (0 - 4)

  • Urgency / Timing (0 - 4)

  • Trigger-Offer Fit (0 - 4)

  • Expansion Runway (0 - 3)

The weighting is intentional - volume/cross-sell/upsell potential gets the most value because recurring or cross-sell/upsell revenue relies on recurring or new product/ service/jurisdiction work. The other factors determine whether you can land, deliver fast enough, and expand without friction.

Think of the total score as a quick “is this account realistically capable of hitting our ICP revenue profile?” It’s not perfect but much more effective than choosing accounts based on brand recognition and sentiment.

Step 2: Gather enough signals to score 

When teams hear “account scoring,” they often assume it means deep research and analysis paralysis. It doesn’t, you only need enough signal to make a smart first-pass decision, and then you improve the score as you learn more.

This is where the evidence score provides a simple way to track how strong your proof is.

At the first pass, you’re usually working with public signals, things you can see quickly and consistently. LinkedIn can tell you team size and structure. Job posts can hint at upcoming initiatives, pain, and maturity. Annual reports and press releases can reveal growth activity, transformation programmes, acquisitions, regulatory exposure, and operational complexity.

Then you’ve got network intel, which is often the best predictor of whether you’ll get traction. A credible internal contact, a warm intro route, prior panel status, or past work can dramatically change the probability of success sometimes more than the account’s “fit” on paper.

Finally, there’s discovery confirmation where you turn assumptions into facts, from which you can confidently make a decision. 

The key is to keep the first pass light. Score quickly based on what you know, then use the score to decide what you need to validate next.

Step 3: Score the five components (without overthinking)

Volume/Cross-sell/Upsell Potential (0 - 5)

Start with the most important question: is there likely to be enough repeatable/new work to justify recurring revenue or enough upsell/cross-sell opportunity?

A low score here usually means the work is sporadic, ad hoc, and unpredictable. Even if the company is large, that doesn’t automatically mean volume/opportunity in the area you sell. A mid-range score often suggests a few teams with steady needs, or moderate complexity spread across regions. A high score indicates environments with ongoing operational churn: regulated industries, data-heavy organisations, multi-entity structures, many vendors, procurement involvement, and the kind of compliance pressure that keeps work flowing.

If you’re aiming for something like £10k MRR or an average revenue per entity increase, this helps you sanity-check the idea of recurring or upsell/cross-sell work - can this account generate enough steady demand rather than isolated one-offs?

Budget Access + Decision Path Strength (0 - 4)

Next, look at how realistically you can get decisions made.

A low score means you don’t know who decides, procurement is unknown, and you have no route in to the people who can approve spend. A mid score suggests you have a route to stakeholders, and you can start to map the buying path even if it’s not fully clear. A high score means you can identify the decision owner/s, you understand the procurement route, and you have a credible way in through a warm intro, panel status, or existing relationship.

This factor matters because ABM without decision-path clarity can produce lots of “activity” without moving the opportunity forward.

Urgency / Timing (0 - 4)

Ask: is there a reason to act now?

ABM needs accounts that have momentum triggers and real pressure. Low urgency is steady-state- no deadlines, no pain, no reason to allocate budget as there is no clear challenge. Medium urgency suggests some triggers: maybe hiring, a new initiative, or mild dissatisfaction. High urgency usually shows up when there’s a time-bound driver such as M&A, restructuring, a transformation programme, regulatory change or commercial/competitor friction.

Trigger-Offer Fit (0 - 4)

Now ask how well your offer connects to a pain you can fix quickly.

If the fit is vague, you’ll struggle to get messaging right and fall back on generic content, and the account will stay “interested” without moving. A mid score suggests there’s a clear problem you can solve and a plausible early win. A top score means your offer maps clearly to their operational language, and you can describe outcomes in terms they actually care about.

You want to be able to create an offer that gets a foot in the door, proves value fast, and creates internal momentum.

Expansion Runway (0 - 3)

Finally, consider whether there’s room to grow beyond the initial scope.

A low score implies a narrow team or single use case. You can still win, but the growth opportunity beyond that is low. A medium score suggests multiple stakeholders, regions, or adjacent product types. A top score indicates multiple business units, repeatable or new work types and an ongoing need where expansion is a logical next step rather than a brand-new sale each time.

Step 4: Keeping your scorecard “honest”

First, assign an Evidence Level to the account. Keep it simple: Level 1 is based on public information, Level 2 includes credible network intel or relationship proof, and Level 3 is validated through discovery.

Second, assign Confidence (High/Medium/Low). High confidence means you’ve validated key assumptions in conversation and you can see a path to spend. Medium confidence means you have strong public signals and a decent route in. Low confidence means you’re mostly guessing.

These two fields stop the most common scoring hurdle, which is treating an optimistic first-pass score as if it’s truth. A high score with low confidence is not “wrong.” It’s simply a signal that you need further validation before you invest heavily.

Step 5: Can you service if you win it? (uncomfortable but important!)

ABM account selection is also about your ability to execute.

A perfect Tier 1 account becomes a poor ABM choice if you don’t have the people, time, or delivery bandwidth to follow through. After scoring, do a quick capacity review. Ask how many high-touch accounts you can genuinely service this quarter without lowering quality. Ask who owns the core motions: research, messaging, content, outreach, follow-up, sales enablement, and delivery coordination.

If naming owners is a challenge, you may not have capacity and need to be realistic in your approach. A wise colleague once told me - undersell and over deliver, don’t oversell and under-deliver, a strategy Apple follows coincidently!

Step 6: Use the score to tier accounts into ABM strength

The point of scoring is to determine how much ABM effort an account deserves - strategic (1:1), scale (1:few) or programmatic (1:many).

A practical approach is to map accounts into tiers. High-scoring accounts with stronger evidence and confidence are candidates for 1:1 ABM. Mid-range accounts often suit 1:few clusters where you can share a core play and personalise around specific triggers and roles. Lower-scoring accounts might still be relevant, but they belong in 1:many campaigns or a lighter engagement approach.

This helps by protecting you from applying Tier 1 effort to too many accounts and then wondering why everything feels hard.

Step 7: Re-score after discovery (scores are designed to evolve)

TA scorecard is not a once-and-done exercise. It’s a living number, and its job is to improve.

After your first meaningful discovery call, revisit the score. This is often where the biggest shifts happen: volume assumptions get corrected, decision paths become clearer (or more complicated), urgency becomes real (or not!), and trigger-offer fit either sharpens or turns out to be misaligned.

A simple cadence works well: first-pass score before outreach, second score after first discovery, third score after procurement and scope are clearer. No need to over-engineer, just keep it reflective of current status.

Step 8: Calibrate scoring so it stays consistent

If you have more than one person scoring accounts, you’ll see variance which is to be expected as relationships ands opinions from different view points vary which is why shared interpretation becomes important.

The easiest solution is a short calibration call to compare scores, and agree what a “4” really means in your context. From the start you should document definitions to reduce debate and increase consistency.

Step 9: Use the scorecard to make decisions

Your scorecard should sit in (or behind) your CRM with the current ABM score surfaced at the Account or ABM intelligence tab level. 

It should be used to decide which accounts enter ABM now, what tier they sit in, what needs to be validated next, and what the next action is. If an account has a strong score but weak evidence, your next action is not  to build content it should be to validate the assumptions quickly. If an account has a solid score and strong confidence, your next action is to mobilise and move via your designed outbound/inbound tactics.

For most businesses, ABM success comes from less is more - fewer accounts and clearer actions with tighter execution leading to better conversion.

For a practical way to pick the right clients for your ABM programme, download our ABM Account Scoring template 

We’ve built a practical ABM Account Scoring Scorecard template based on the five factors described and including Evidence Level and Confidence fields. It’s designed to help you prioritise accounts based on commercial reality and team capacity - so your ABM programme is focused, winnable, and repeatable. Let us know if you'd like an introduction to ABM agencies that we'd recommend.

Sketch of woman looking irritated

How to choose the right CRM?

If you’ve ever inherited a CRM, in all likelihood you’ll know this uncomfortable feeling: users avoid it, reporting can’t be trusted, and the client experience suffers in ways that are difficult to pinpoint but very easy to feel. 

Choosing a CRM is a critical operating model decision affecting all functions of a business. Done well, it becomes the backbone of predictable growth and consistent client handling. Done badly, it becomes an expensive habit you keep feeding because switching feels worse than suffering.

This article is a step-by-step guide to choosing a CRM with commercial outcomes and client experience front and centre. 

Step 1: Start with how your business actually wins revenue

Before you sit through demos or compare feature lists from shortlisted vendors, draft what you’re trying to enable commercially. A CRM will amplify whatever is already true about your go-to-market. If you don’t start with a clear strategy, the system becomes a mirror of that ambiguity and the team will improvise their way around it.

Begin with your ideal client profile and your revenue process. Who are you trying to win and keep? How do deals typically start - through inbound, outbound, referrals, partners, account expansion, events, or a mix? How long do they take? Who needs to be involved? What do you need to know early in the cycle to qualify properly to avoid building a vapourware pipeline full of hope and guesswork and a contact list of ghosts?

It helps to write a simple “CRM purpose statement” (including resource reality) in plain English. For example: “We need a system that helps us respond quickly to inbound interest, run structured follow-up, manage opportunities consistently across a small team, and give leadership forecasting they can trust.” This statement is a grounding filter when a vendor starts showing you all the fancy extras, which can be very distracting in the era of AI enablement. 

Step 2: Map the client journey, not just your pipeline

A lot of CRM decisions get caught inside the sales pipeline. Pipeline matters, but it’s only one part of the client experience. The real question to ask is whether the CRM supports the full journey from first touch to expansion/renewal and advocacy, and whether it helps your commercial team present as organised and consistent throughout the buyer experience.

Think through the stages your clients’ buyer experience: anonymous interest, known lead, qualification, proposal, verbal committment, contracting, onboarding, delivery, upsell and cross-sell. For each stage, ask what a good experience looks like for the client and what has to happen behind the scenes to make that experience smooth. Where do leads and deals get stuck today? Where do handoffs break? Where do clients have to repeat themselves because internal context gets lost between teams?

When you map the journey this way, it becomes easier to see what should live inside the CRM, who owns what part and what should sit alongside it. You also stop designing around internal departmental lines and start designing around the client’s reality, which is usually where the commercial gains live.

Step 3: Decide how the CRM fits into your wider tech stack

Your CRM is never standalone, it will sit between your website, your marketing channels, your email and calendar, your proposal and contracting tools, your invoicing, your support or customer success workflows, and your reporting. The mistake many teams make is treating the CRM as a walled-garden, then being surprised when the “integrations later” plan turns into a long-running painful saga.

At this stage, draft a basic workflow view of your stack and ask what needs to be the single source of truth for accounts and contacts. Decide how leads will enter the system, where consent will be captured, how attribution will be handled, and what will be used for reporting and what data passports into finance and operations systems. It’s also worth being honest about your integration appetite. Every integration is a mini-product you now own. Someone has to maintain it, troubleshoot it, and notice when it silently breaks.

This is where you should also consider whether you want an in-suite approach or a best-of-breed approach. Suites can reduce integration complexity, but they can also push you into paying for modules you weren’t planning to buy. Best-of-breed stacks can be powerful, but they demand dedicated specialist operational ownership and discipline. Neither is inherently “right.” The right choice is the one your team can actually manage without the system degrading over time.

Step 4: Take your data seriously before you move anything

If your current data is messy, migrating it won’t magically clean it, in 99% of cases it will multiply and formalise the mess as CRMs can create the illusion of order while storing poor data in structured fields.

Before you migrate, run a practical data quality check. How many duplicates do you have? Are companies and contacts up to date, what fields have gaps and are they critical for segmentation? Are job titles reliable? Do you have consistent lead source values, or is it a creative-writing exercise? Can you tell where leads come from and whether they convert? And importantly, do you have consent captured properly, with enough detail to be confident you’re GDPR compliant?

Data cleaning and enrichment should happen before migration wherever possible. Deduplicate. Standardise key fields like industry, lifecycle stage, region, lead source. Decide what’s worth migrating and what should be archived. Migrating everything “just in case” is fatal, do the hard yards first, users and your bottom line will thank you later. You want the system to feel useful on day one and that means removing noise, not importing it.

Step 5: Design for real user behaviour (not wishful user behaviour)

Most CRM problems are user behaviour problems disguised as technology problems. If it’s hard to use, people won’t use it. If it feels like admin, they’ll avoid it. If it doesn’t help them sell or serve clients, it will become something they update when they’re told off.

Decide what you need users to do, and keep it grounded in reality. Sales teams need to be able to capture activity quickly, keep opportunities moving, and know what to do next without the CRM becoming another layer of friction. Marketing needs clean segmentation, reporting and reliable handoffs. Leadership needs always-on forecasting they can believe, and visibility into bottlenecks that doesn’t rely on someone building a fresh spreadsheet every single time, where a minor deviation in report building creates a different number for the same thing, leading to mistrust.

This is also where you choose your “non-negotiables” for adoption. If follow-up tasks aren’t created consistently today, you’ll want automation. If leads aren’t contacted quickly enough, you’ll want routing rules and alerts. If forecasting is opaque, you’ll want clear stage definitions and hygiene checks. The best CRM is the one that makes the right behaviours the easiest behaviours.

Step 6: Draft requirements as commercial outcomes vs feature lists

It’s tempting to write requirements like a shopping list: “custom objects,” “advanced reporting,” “workflows,” “AI.” A more effective approach is to express requirements in plain English terms of what the system needs to make possible.

For example, “We need to route inbound leads to the right person automatically based on territory and product line, and we need to see response time”, or “We need campaign reporting that helps us decide where to invest marketing time and money, even if it’s not perfect attribution.”

Once you have requirements phrased commercially, you can prioritise them better. Some capabilities are essential on day one, some matter later, and some can be handled by another tool in the stack. When everything is treated as equally important, nothing becomes important and you tend to overbuy and overwhelm.

Step 7: Pressure-test pricing like you’re buying a house!

This is where many CRM selections go off the rails: teams compare entry-level pricing, feel relieved, and then discover that the features they assumed were “standard” are locked behind higher tiers or separate modules.

You want to understand exactly which tier includes the capabilities that matter to your plan. Lead routing and assignment rules are a common one. Workflow automation is another. Reporting depth, forecasting tools, campaign tracking, and even basic permissions can be licence-gated depending on the vendor. Some systems also restrict things like the number of workflows, contacts, reports, API calls, or custom objects, which feels fine until you start scaling and then suddenly hits you with an ugly surprise bill.

There’s also the module trap. A vendor may position the CRM as one product, but for the setup you need, you may end up buying marketing automation, integration apps (eg into your finance application), or reporting add-ons earlier than you expected. That isn’t necessarily bad, but it should be an intentional decision with a two-year cost view, not something you discover after implementation that becomes an unforseen budget bunker-buster.

If you take one thing from this section, let it be this: build a simple two-year total cost of ownership model. Include licences, implementation, integrations, storage, enrichment tools, and the internal time and human resources required to run it. The cheapest option on month one is never the cheapest option by month eighteen.

Step 8: Look for flexibility early

Your business will change. You’ll refine your ICP, adjust your products, enter a new region, or add a partner channel and your CRM needs to move with you without becoming fragile.

Evaluate flexibility through specific scenarios. Ask how easy it is to update pipeline stages without breaking reporting, how segmentation changes are handled, what it takes to support account hierarchies if you move into enterprise. Ask how routing rules evolve as you add territories or product lines. Pay attention to whether customization is clean and governable, or whether it encourages every team to create their own fields and definitions until reporting becomes meaningless (a personal “bette noir”!).

Flexibility is useful when it supports evolution but can quickly becomes dangerous when it allows freedom of inconsistency at scale.

Step 9: Treat AI as an enablement layer that depends on your foundations

AI features in CRM platforms can be genuinely valuable. They can reduce admin through enrichment, suggest next actions, help with forecasting signals, improve data quality, and speed up content creation for emails and follow-ups. When they’re implemented well, they can genuinely benefit productivity and consistency.

AI also has dependencies, yes, pesky data hygiene, again! If your underlying data is inconsistent, AI outputs become unreliable. If activity is not logged consistently, AI insights will be incomplete. As AI often touches communication and customer data, you should check privacy and storage terms carefully, particularly if calls and emails are being analysed or summarised.

A sensible approach is to decide which AI use cases you can benefit from now, and which ones should wait until your data, user and process maturity improve. That avoids buying “AI potential” you can’t actually use yet.

Step 10: Run a proof of concept that reflects real workflows

A CRM demo is designed to impress, but a proof of concept reveals the real truth.

Test the workflows that matter most: lead capture through to qualification and handoff, opportunity progression with clear next steps and rules, and reporting that supports decisions. Use real data, even if it’s a small sample and put the system in front of the people who will use it daily and watch for where friction appears. How many clicks does it take to log an activity? How clear is the pipeline view? Can you tell what to do next without hunting? Can marketing see what happened to leads after handoff? Can leadership see pipeline health without someone interpreting it for them?

It is helpful to score it in practical terms: speed, clarity, reliability, and user willingness. If users resist during a trial, they won’t magically embrace it after you’ve signed a three-year contract. Go onto G2 and/or Capterra and read the honest “warts and all” reviews, they will give you further insight into what you can expect and potential roadblocks/mis-understandings.

Step 11: Implement a CRM like a business-critical solution, with proper ownership

Implementation should be treated as a business change programme, not a simple software setup.

Resource and ownership is critical, you need a business owner who cares about commercial outcomes and an ops owner who keeps the system clean, consistent, and continuously improving. Get your process and definitions agreed before you configure too much. Focus on a “minimum viable CRM” for the first release: core fields, one pipeline, essential dashboards, and the automations that remove friction and protect speed to revenue.

Training needs to be role-based and scenario-based. People don’t need a tour of the menu. They need to know how to do their job in the system quickly, and why it helps them. Reinforcement matters too: regular hygiene checks, clear expectations, and reporting that leaders actually use.

Step 12: Put governance in place from the start

CRMs don’t usually fail fast and loud, they degrade slowly over time. Fields proliferate, definitions drift, duplicates pile up, reporting becomes questionable, and users quietly stop trusting the system.

Clear, documented governance prevents this. For example, decide who can change pipeline stages and fields, standardise lead source values and lifecycle definitions with buy-in from the relevant stakeholders (Marketing and Sales) and establish how duplicates are handled. Assign ownership of dashboards and set a cadence for reviewing whether they still reflect how you sell and serve, archive those that are no longer used to avoid overwhelm. An oft overlooked and critical action is to set an ops rhythm of business for integration monitoring to ensure data doesn’t quietly stop syncing.

A CRM is a living, breathing ecosystem in need of solid, consistent stewardship.

Pitfalls I wish more teams spotted early

One of the most common traps is buying based on entry price and discovering later that the capabilities you assumed were included require a major tier upgrade and/or eye-watering storage fees. Another is realising that the CRM relies on other modules for basic commercial functions meaning you end-up buying a broader suite sooner than planned. Lock-ins can also emerge in subtler ways: proprietary objects, limited functionality, or complex implementations that make switching feel impossible.

There’s also the human trap of designing a CRM for reporting rather than execution. It looks great in dashboards, but it doesn’t help the team move work forward, learn and iterate for greater success and faster contract to cash cycles. When this happens, the system becomes a compliance exercise, adoption drops, data quality suffers, and leadership ends up back in spreadsheets. The irony is that the business then blames the tool, when the real issue is a mismatch between system design and user reality.

Call to action

A final word as someone who’s cleaned up too many CRM messes…

Choose the CRM that fits with your commercial strategy, user behaviours, data maturity, and wider stack. Get pricing clarity and future early, and please. . . clean your data ruthlessly before you migrate or set and stick to quality standards if starting from scratch, your entire business will thank you later. Treat AI as a productivity layer that sits on top of good foundations and implement every piece with ownership and governance so it doesn’t quietly deteriorate.

If you practice these core rules consistently your CRM becomes something people rely on rather than avoid and you can spend your time improving revenue performance instead of arguing about whose spreadsheet is correct.

For a structured way to shortlist and choose the right CRM, download our CRM Selection Scorecard 

Use it with your team during vendor demos for an evidence-based evaluation anchored to your commercial goals. 

If you’d like a second set of eyes, we can also review your requirements and vendor options and help you avoid the common (expensive) traps. Get in touch and we will introduce you to people who genuinely know what good looks like.

woman screaming at journalist until shes blue in the face

How to use PR to build credibility in B2B

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

How to avoid catching Social Influenza

The lyrics of "Social Influenza" paint a dystopian picture of our modern condition: a feverish need for validation, a contagion of comparison, and the exhausting static of a life lived for the feed. The song warns of a sickness where we develop a craving for performance theater and an addiction to meaningless likes and comments.

For B2B marketers, LinkedIn is Ground Zero for this outbreak.

We are under constant pressure to optimize, to influence, and to "add value" until we are empty. The pressure to be a "Top Voice" can quickly mutate into a professional illness. This is the Social Influenza.

It starts with a slight fever of anxiety when you haven't posted in 24 hours and ends with full-blown Corporate Dysmorphia: the sickening gap between the human you are and the polished, hustle-culture avatar sufferers feel they need to present online.

If you find yourself posting "inspirational" stories about your morning coffee or using the phrase "delighted to announce" with a sinking feeling in your stomach, you may already be infected. If you want to survive the platform without losing your soul, you need to understand the pathology of the disease.

Here is your chart for diagnosis, treatment, and recovery.

Part I: The Pathology

The virus mutates quickly. In the B2B ward, we are currently seeing seven distinct variants of the influenza. You must learn to spot them in your feed, and, more importantly, in your own drafts.

Strain 1: The "Hustle Fever"

  • The Symptom: This is the inability to rest. You feel a burning compulsion to post seven days a week because "the algorithm demands consistency." You start measuring your self-worth by impression metrics rather than actual business conversations. You are burning up, generating heat but no light.

  • The Cure: Treat LinkedIn like a potent antibiotic, not a daily buffet. One or two insightful posts a week will always outperform seven days of empty noise. Your goal is resonance, not volume.

Strain 2: Buzzword Delirium

  • The Symptom: The virus attacks the language centers of the brain. You lose the ability to speak like a human. Suddenly, you aren't "solving problems"; you are "leveraging synergistic paradigms to unlock granular value adds." You are writing to sound smart, which inevitably makes you sound infected.

  • The Cure: Read your draft post out loud. If you wouldn't say those exact words to a friend at a bar (or a colleague over coffee) without getting laughed at, delete them. Write for humans, not for the "thought leader" persona.

Strain 3: The "Bro-etry" Spasms

  • The Symptom: This respiratory issue forces the writer to speak in short. Staccato. Sentences. You find yourself physically unable to write a paragraph. You break every sentence into its own line to "stop the scroll." You start posts with dramatic hooks like "I almost lost everything..." only to pivot into a banal tip about email open rates.

  • The Cure: Respect the Paragraph. Trust that your audience is intelligent enough to read three sentences grouped together. If your insight is actually valuable, you don't need to dress it up in the costume of a dramatic revelation.

Strain 4: Engagement Bait Nausea

  • The Symptom: You post polarizing or overly personal content solely to trigger the dopamine hit of the "comments" section. You ask questions you don't care about ("Agree?") just to boost the numbers. You feel a sinking sensation in your stomach because you know you are prioritizing the algorithm over your integrity.

  • The Cure: Intentionality. Before every post, ask: Does this actually help my prospect, or does it just feed my ego?If the answer is ego, keep it in the drafts. It is actually a very impressive trait to be able to talk yourself back from the ledge; it is not wasted time.

Strain 5: The "Tag-You’re-It" Rash

  • The Symptom: A highly contagious strain where the infected attempts to force the virus onto others. You finish a mediocre post and tag 30 people in the comments with the caption "Thoughts?" These people have no relation to the topic, but you need their "clout" to simulate a fever of engagement.

  • The Cure: Only tag someone if you are specifically quoting them or if you have a pre-existing relationship where they expect to be brought into the conversation. Do not sneeze on strangers to get their attention.

Strain 6: The "ChatGPT" Pallor

  • The Symptom: The infection takes over the brain completely, replacing independent thought with a gray, lifeless simulation. You stare at someone else’s post and realize you have nothing to say, so you generate a comment: "Great insights, [Name]! Synergy is indeed key." You become part of the perfect breeding ground for the virus to multiply and mutate.

  • The Cure: If you can't write a 50-word comment yourself, write a 5-word comment that is actually true. "This specific point resonates because" carries more weight than three paragraphs of AI slop.

Strain 7: Toxic Positivity Paralysis

  • The Symptom: The most dangerous strain, characterized by the inability to experience a human emotion without calculating its ROI. You suffer a personal tragedy, but before you can even process the grief, you are already mentally drafting the LinkedIn post about "resilience." You see your own life not as an experience to be lived, but as raw material to be mined for "lessons." You have become a content parasite on your own soul.

  • The Cure: Reclaim your humanity by refusing to monetize your suffering. Sometimes, a bad quarter is just a bad quarter, not a "failing forward" masterclass. Silence is an immune booster. It allows you to heal offline so you can return online as a person, not a carcass of content.

Strain 8: Circadian Grindset Syndrome

  • The Symptom: You jolt awake at 3:45 AM, cortisol spiking, convinced that if you sleep until 7:00 AM, you have already "lost" the day to your competitors. You drag yourself to the gym not for health, but to take a blurry photo of the squat rack or your watch face with the caption "Rise and Grind." You are sleep-deprived, hallucinating success, and mistaking exhaustion for dedication.

  • The Cure: High performance requires recovery, not deprivation. Unless you are training for the Olympics or operating a dairy farm, you do not need to be up at 4:00 AM. Sleep is a productivity tool. Your net worth is not tied to your alarm clock settings.

Part II: Building Immunity

The song lyrics speak to the desire to "escape" or "shut down." You likely cannot delete LinkedIn if it is your livelihood, but you can build a Hazmat suit to wear while you work.

1. Create a "Quarantine Zone" Social Influenza spreads when you let the platform dictate your schedule.

  • The Protocol: Turn off all LinkedIn notifications on your phone. All of them. Check the platform only during designated "work windows" (e.g., 9:00 AM to 9:30 AM). Do not let the virus follow you home to the dinner table.

2. Vaccinate with Reality The virus thrives on perfection. It dies in the face of reality.

  • The Protocol: Post about a failure. Not a "humble brag" failure (e.g., "I worked too hard and my team loved me for it"), but a real lesson learned from a mistake. Vulnerability is the antibody to the fake perfection of social influenza.

3. Mute the Super-Spreaders If a specific "influencer" makes you feel inadequate, annoyed, or tired, realize they are contagious.

  • The Protocol: Use the Mute button liberally. It is our best defense. You cannot heal in a toxic environment.

Part III: The Prognosis

To recover from the Social Influenza, you must remember the core sentiment of the song: You are not your feed.

In B2B, the most effective marketers are not the ones who have "gone viral" with a fever-dream of hashtags. They are the ones who remain healthy, grounded, and undeniably human.

The Final Prescription:

  • Stop "Networking," Start "Connecting": The influenza makes us view people as numbers (leads, likes, followers). Recover by viewing them as peers.

  • Check Your Pulse: Before you hit "Post," check your physical reaction. Do you cringe at the thought of posting it? If so, you are symptomatic.

  • Discharge: Close the tab. Go outside. Touch grass.

The static will always be there. You don't have to tune into it.

Listen to Social Influenza on the Marketing Mixtape

man at a crossroads

How to pick the right ABM accounts

Before you begin your ABM programme your foundations (account selection) has to be right. Many ABM programmes don’t fail because the tactics are wrong, it’s more fundamental than that, if your account selection is wishful rather than calculated, you are starting on the wrong foot. 

A big logo gets picked, everyone rallies, content gets built, outreach starts then you find out the buying path is opaque, there isn’t enough repeatable work and nobody can confidently explain why this account is worth the effort right now.

ABM is not a quick fix to revenue and profit, it requires commitment and consistent time investment across research, outreach, content, relationship-building, and internal coordination. Without a consistent way to choose accounts, ABM can become a mix of activity noise and hope which is the worst thing for pipeline and speed to revenue and client-stickiness.

This article outlines a straightforward scoring method that I have used in the past to identify the accounts most likely to succeed in an ABM programme, based on recurring/upsell/cross-sell revenue potential, speed to value, and realistic expansion runway. It’s designed to be quick enough to use in the real world, even with limited resources and consistent enough to avoid internal debate.

Before you start: define your revenue goals 

Before you score anything, you need to be clear on what “success” looks like commercially to avoid scoring accounts in isolation which can lead teams to chase numbers that don’t connect to a specific outcome.

A revenue forecast is simply the result you’re trying to produce and the kind of work you need to produce it. For example, you might decide your ABM programme is meant to prioritise accounts that can reach £10k MRR within 12 months, with a credible path to £20k MRR without requiring significant additional internal investment.

ABM is a focused investment, if your programme is built to generate recurring revenue for example, your account selection needs to reflect recurring revenue realities: repeatable work, reliable buying paths, urgency, and expansion potential.

Step 1: Choose a simple but solid scoring model 

If your scoring process is complex it will confuse and if it’s too vague it can lead to gaming. You are aiming for something that can be done quickly, creates consistency, and stays connected to commercial outcomes.

A practical model is a 0 - 20 total score made up of five components:

  • Volume or Cross-sell/Upsell Potential (0 - 5)

  • Budget Access + Decision Path Strength (0 - 4)

  • Urgency / Timing (0 - 4)

  • Trigger-Offer Fit (0 - 4)

  • Expansion Runway (0 - 3)

The weighting is intentional - volume/cross-sell/upsell potential gets the most value because recurring or cross-sell/upsell revenue relies on recurring or new product/ service/jurisdiction work. The other factors determine whether you can land, deliver fast enough, and expand without friction.

Think of the total score as a quick “is this account realistically capable of hitting our ICP revenue profile?” It’s not perfect but much more effective than choosing accounts based on brand recognition and sentiment.

Step 2: Gather enough signals to score 

When teams hear “account scoring,” they often assume it means deep research and analysis paralysis. It doesn’t, you only need enough signal to make a smart first-pass decision, and then you improve the score as you learn more.

This is where the evidence score provides a simple way to track how strong your proof is.

At the first pass, you’re usually working with public signals, things you can see quickly and consistently. LinkedIn can tell you team size and structure. Job posts can hint at upcoming initiatives, pain, and maturity. Annual reports and press releases can reveal growth activity, transformation programmes, acquisitions, regulatory exposure, and operational complexity.

Then you’ve got network intel, which is often the best predictor of whether you’ll get traction. A credible internal contact, a warm intro route, prior panel status, or past work can dramatically change the probability of success sometimes more than the account’s “fit” on paper.

Finally, there’s discovery confirmation where you turn assumptions into facts, from which you can confidently make a decision. 

The key is to keep the first pass light. Score quickly based on what you know, then use the score to decide what you need to validate next.

Step 3: Score the five components (without overthinking)

Volume/Cross-sell/Upsell Potential (0 - 5)

Start with the most important question: is there likely to be enough repeatable/new work to justify recurring revenue or enough upsell/cross-sell opportunity?

A low score here usually means the work is sporadic, ad hoc, and unpredictable. Even if the company is large, that doesn’t automatically mean volume/opportunity in the area you sell. A mid-range score often suggests a few teams with steady needs, or moderate complexity spread across regions. A high score indicates environments with ongoing operational churn: regulated industries, data-heavy organisations, multi-entity structures, many vendors, procurement involvement, and the kind of compliance pressure that keeps work flowing.

If you’re aiming for something like £10k MRR or an average revenue per entity increase, this helps you sanity-check the idea of recurring or upsell/cross-sell work - can this account generate enough steady demand rather than isolated one-offs?

Budget Access + Decision Path Strength (0 - 4)

Next, look at how realistically you can get decisions made.

A low score means you don’t know who decides, procurement is unknown, and you have no route in to the people who can approve spend. A mid score suggests you have a route to stakeholders, and you can start to map the buying path even if it’s not fully clear. A high score means you can identify the decision owner/s, you understand the procurement route, and you have a credible way in through a warm intro, panel status, or existing relationship.

This factor matters because ABM without decision-path clarity can produce lots of “activity” without moving the opportunity forward.

Urgency / Timing (0 - 4)

Ask: is there a reason to act now?

ABM needs accounts that have momentum triggers and real pressure. Low urgency is steady-state- no deadlines, no pain, no reason to allocate budget as there is no clear challenge. Medium urgency suggests some triggers: maybe hiring, a new initiative, or mild dissatisfaction. High urgency usually shows up when there’s a time-bound driver such as M&A, restructuring, a transformation programme, regulatory change or commercial/competitor friction.

Trigger-Offer Fit (0 - 4)

Now ask how well your offer connects to a pain you can fix quickly.

If the fit is vague, you’ll struggle to get messaging right and fall back on generic content, and the account will stay “interested” without moving. A mid score suggests there’s a clear problem you can solve and a plausible early win. A top score means your offer maps clearly to their operational language, and you can describe outcomes in terms they actually care about.

You want to be able to create an offer that gets a foot in the door, proves value fast, and creates internal momentum.

Expansion Runway (0 - 3)

Finally, consider whether there’s room to grow beyond the initial scope.

A low score implies a narrow team or single use case. You can still win, but the growth opportunity beyond that is low. A medium score suggests multiple stakeholders, regions, or adjacent product types. A top score indicates multiple business units, repeatable or new work types and an ongoing need where expansion is a logical next step rather than a brand-new sale each time.

Step 4: Keeping your scorecard “honest”

First, assign an Evidence Level to the account. Keep it simple: Level 1 is based on public information, Level 2 includes credible network intel or relationship proof, and Level 3 is validated through discovery.

Second, assign Confidence (High/Medium/Low). High confidence means you’ve validated key assumptions in conversation and you can see a path to spend. Medium confidence means you have strong public signals and a decent route in. Low confidence means you’re mostly guessing.

These two fields stop the most common scoring hurdle, which is treating an optimistic first-pass score as if it’s truth. A high score with low confidence is not “wrong.” It’s simply a signal that you need further validation before you invest heavily.

Step 5: Can you service if you win it? (uncomfortable but important!)

ABM account selection is also about your ability to execute.

A perfect Tier 1 account becomes a poor ABM choice if you don’t have the people, time, or delivery bandwidth to follow through. After scoring, do a quick capacity review. Ask how many high-touch accounts you can genuinely service this quarter without lowering quality. Ask who owns the core motions: research, messaging, content, outreach, follow-up, sales enablement, and delivery coordination.

If naming owners is a challenge, you may not have capacity and need to be realistic in your approach. A wise colleague once told me - undersell and over deliver, don’t oversell and under-deliver, a strategy Apple follows coincidently!

Step 6: Use the score to tier accounts into ABM strength

The point of scoring is to determine how much ABM effort an account deserves - strategic (1:1), scale (1:few) or programmatic (1:many).

A practical approach is to map accounts into tiers. High-scoring accounts with stronger evidence and confidence are candidates for 1:1 ABM. Mid-range accounts often suit 1:few clusters where you can share a core play and personalise around specific triggers and roles. Lower-scoring accounts might still be relevant, but they belong in 1:many campaigns or a lighter engagement approach.

This helps by protecting you from applying Tier 1 effort to too many accounts and then wondering why everything feels hard.

Step 7: Re-score after discovery (scores are designed to evolve)

TA scorecard is not a once-and-done exercise. It’s a living number, and its job is to improve.

After your first meaningful discovery call, revisit the score. This is often where the biggest shifts happen: volume assumptions get corrected, decision paths become clearer (or more complicated), urgency becomes real (or not!), and trigger-offer fit either sharpens or turns out to be misaligned.

A simple cadence works well: first-pass score before outreach, second score after first discovery, third score after procurement and scope are clearer. No need to over-engineer, just keep it reflective of current status.

Step 8: Calibrate scoring so it stays consistent

If you have more than one person scoring accounts, you’ll see variance which is to be expected as relationships ands opinions from different view points vary which is why shared interpretation becomes important.

The easiest solution is a short calibration call to compare scores, and agree what a “4” really means in your context. From the start you should document definitions to reduce debate and increase consistency.

Step 9: Use the scorecard to make decisions

Your scorecard should sit in (or behind) your CRM with the current ABM score surfaced at the Account or ABM intelligence tab level. 

It should be used to decide which accounts enter ABM now, what tier they sit in, what needs to be validated next, and what the next action is. If an account has a strong score but weak evidence, your next action is not  to build content it should be to validate the assumptions quickly. If an account has a solid score and strong confidence, your next action is to mobilise and move via your designed outbound/inbound tactics.

For most businesses, ABM success comes from less is more - fewer accounts and clearer actions with tighter execution leading to better conversion.

For a practical way to pick the right clients for your ABM programme, download our ABM Account Scoring template 

We’ve built a practical ABM Account Scoring Scorecard template based on the five factors described and including Evidence Level and Confidence fields. It’s designed to help you prioritise accounts based on commercial reality and team capacity - so your ABM programme is focused, winnable, and repeatable. Let us know if you'd like an introduction to ABM agencies that we'd recommend.

Sketch of woman looking irritated

How to choose the right CRM?

If you’ve ever inherited a CRM, in all likelihood you’ll know this uncomfortable feeling: users avoid it, reporting can’t be trusted, and the client experience suffers in ways that are difficult to pinpoint but very easy to feel. 

Choosing a CRM is a critical operating model decision affecting all functions of a business. Done well, it becomes the backbone of predictable growth and consistent client handling. Done badly, it becomes an expensive habit you keep feeding because switching feels worse than suffering.

This article is a step-by-step guide to choosing a CRM with commercial outcomes and client experience front and centre. 

Step 1: Start with how your business actually wins revenue

Before you sit through demos or compare feature lists from shortlisted vendors, draft what you’re trying to enable commercially. A CRM will amplify whatever is already true about your go-to-market. If you don’t start with a clear strategy, the system becomes a mirror of that ambiguity and the team will improvise their way around it.

Begin with your ideal client profile and your revenue process. Who are you trying to win and keep? How do deals typically start - through inbound, outbound, referrals, partners, account expansion, events, or a mix? How long do they take? Who needs to be involved? What do you need to know early in the cycle to qualify properly to avoid building a vapourware pipeline full of hope and guesswork and a contact list of ghosts?

It helps to write a simple “CRM purpose statement” (including resource reality) in plain English. For example: “We need a system that helps us respond quickly to inbound interest, run structured follow-up, manage opportunities consistently across a small team, and give leadership forecasting they can trust.” This statement is a grounding filter when a vendor starts showing you all the fancy extras, which can be very distracting in the era of AI enablement. 

Step 2: Map the client journey, not just your pipeline

A lot of CRM decisions get caught inside the sales pipeline. Pipeline matters, but it’s only one part of the client experience. The real question to ask is whether the CRM supports the full journey from first touch to expansion/renewal and advocacy, and whether it helps your commercial team present as organised and consistent throughout the buyer experience.

Think through the stages your clients’ buyer experience: anonymous interest, known lead, qualification, proposal, verbal committment, contracting, onboarding, delivery, upsell and cross-sell. For each stage, ask what a good experience looks like for the client and what has to happen behind the scenes to make that experience smooth. Where do leads and deals get stuck today? Where do handoffs break? Where do clients have to repeat themselves because internal context gets lost between teams?

When you map the journey this way, it becomes easier to see what should live inside the CRM, who owns what part and what should sit alongside it. You also stop designing around internal departmental lines and start designing around the client’s reality, which is usually where the commercial gains live.

Step 3: Decide how the CRM fits into your wider tech stack

Your CRM is never standalone, it will sit between your website, your marketing channels, your email and calendar, your proposal and contracting tools, your invoicing, your support or customer success workflows, and your reporting. The mistake many teams make is treating the CRM as a walled-garden, then being surprised when the “integrations later” plan turns into a long-running painful saga.

At this stage, draft a basic workflow view of your stack and ask what needs to be the single source of truth for accounts and contacts. Decide how leads will enter the system, where consent will be captured, how attribution will be handled, and what will be used for reporting and what data passports into finance and operations systems. It’s also worth being honest about your integration appetite. Every integration is a mini-product you now own. Someone has to maintain it, troubleshoot it, and notice when it silently breaks.

This is where you should also consider whether you want an in-suite approach or a best-of-breed approach. Suites can reduce integration complexity, but they can also push you into paying for modules you weren’t planning to buy. Best-of-breed stacks can be powerful, but they demand dedicated specialist operational ownership and discipline. Neither is inherently “right.” The right choice is the one your team can actually manage without the system degrading over time.

Step 4: Take your data seriously before you move anything

If your current data is messy, migrating it won’t magically clean it, in 99% of cases it will multiply and formalise the mess as CRMs can create the illusion of order while storing poor data in structured fields.

Before you migrate, run a practical data quality check. How many duplicates do you have? Are companies and contacts up to date, what fields have gaps and are they critical for segmentation? Are job titles reliable? Do you have consistent lead source values, or is it a creative-writing exercise? Can you tell where leads come from and whether they convert? And importantly, do you have consent captured properly, with enough detail to be confident you’re GDPR compliant?

Data cleaning and enrichment should happen before migration wherever possible. Deduplicate. Standardise key fields like industry, lifecycle stage, region, lead source. Decide what’s worth migrating and what should be archived. Migrating everything “just in case” is fatal, do the hard yards first, users and your bottom line will thank you later. You want the system to feel useful on day one and that means removing noise, not importing it.

Step 5: Design for real user behaviour (not wishful user behaviour)

Most CRM problems are user behaviour problems disguised as technology problems. If it’s hard to use, people won’t use it. If it feels like admin, they’ll avoid it. If it doesn’t help them sell or serve clients, it will become something they update when they’re told off.

Decide what you need users to do, and keep it grounded in reality. Sales teams need to be able to capture activity quickly, keep opportunities moving, and know what to do next without the CRM becoming another layer of friction. Marketing needs clean segmentation, reporting and reliable handoffs. Leadership needs always-on forecasting they can believe, and visibility into bottlenecks that doesn’t rely on someone building a fresh spreadsheet every single time, where a minor deviation in report building creates a different number for the same thing, leading to mistrust.

This is also where you choose your “non-negotiables” for adoption. If follow-up tasks aren’t created consistently today, you’ll want automation. If leads aren’t contacted quickly enough, you’ll want routing rules and alerts. If forecasting is opaque, you’ll want clear stage definitions and hygiene checks. The best CRM is the one that makes the right behaviours the easiest behaviours.

Step 6: Draft requirements as commercial outcomes vs feature lists

It’s tempting to write requirements like a shopping list: “custom objects,” “advanced reporting,” “workflows,” “AI.” A more effective approach is to express requirements in plain English terms of what the system needs to make possible.

For example, “We need to route inbound leads to the right person automatically based on territory and product line, and we need to see response time”, or “We need campaign reporting that helps us decide where to invest marketing time and money, even if it’s not perfect attribution.”

Once you have requirements phrased commercially, you can prioritise them better. Some capabilities are essential on day one, some matter later, and some can be handled by another tool in the stack. When everything is treated as equally important, nothing becomes important and you tend to overbuy and overwhelm.

Step 7: Pressure-test pricing like you’re buying a house!

This is where many CRM selections go off the rails: teams compare entry-level pricing, feel relieved, and then discover that the features they assumed were “standard” are locked behind higher tiers or separate modules.

You want to understand exactly which tier includes the capabilities that matter to your plan. Lead routing and assignment rules are a common one. Workflow automation is another. Reporting depth, forecasting tools, campaign tracking, and even basic permissions can be licence-gated depending on the vendor. Some systems also restrict things like the number of workflows, contacts, reports, API calls, or custom objects, which feels fine until you start scaling and then suddenly hits you with an ugly surprise bill.

There’s also the module trap. A vendor may position the CRM as one product, but for the setup you need, you may end up buying marketing automation, integration apps (eg into your finance application), or reporting add-ons earlier than you expected. That isn’t necessarily bad, but it should be an intentional decision with a two-year cost view, not something you discover after implementation that becomes an unforseen budget bunker-buster.

If you take one thing from this section, let it be this: build a simple two-year total cost of ownership model. Include licences, implementation, integrations, storage, enrichment tools, and the internal time and human resources required to run it. The cheapest option on month one is never the cheapest option by month eighteen.

Step 8: Look for flexibility early

Your business will change. You’ll refine your ICP, adjust your products, enter a new region, or add a partner channel and your CRM needs to move with you without becoming fragile.

Evaluate flexibility through specific scenarios. Ask how easy it is to update pipeline stages without breaking reporting, how segmentation changes are handled, what it takes to support account hierarchies if you move into enterprise. Ask how routing rules evolve as you add territories or product lines. Pay attention to whether customization is clean and governable, or whether it encourages every team to create their own fields and definitions until reporting becomes meaningless (a personal “bette noir”!).

Flexibility is useful when it supports evolution but can quickly becomes dangerous when it allows freedom of inconsistency at scale.

Step 9: Treat AI as an enablement layer that depends on your foundations

AI features in CRM platforms can be genuinely valuable. They can reduce admin through enrichment, suggest next actions, help with forecasting signals, improve data quality, and speed up content creation for emails and follow-ups. When they’re implemented well, they can genuinely benefit productivity and consistency.

AI also has dependencies, yes, pesky data hygiene, again! If your underlying data is inconsistent, AI outputs become unreliable. If activity is not logged consistently, AI insights will be incomplete. As AI often touches communication and customer data, you should check privacy and storage terms carefully, particularly if calls and emails are being analysed or summarised.

A sensible approach is to decide which AI use cases you can benefit from now, and which ones should wait until your data, user and process maturity improve. That avoids buying “AI potential” you can’t actually use yet.

Step 10: Run a proof of concept that reflects real workflows

A CRM demo is designed to impress, but a proof of concept reveals the real truth.

Test the workflows that matter most: lead capture through to qualification and handoff, opportunity progression with clear next steps and rules, and reporting that supports decisions. Use real data, even if it’s a small sample and put the system in front of the people who will use it daily and watch for where friction appears. How many clicks does it take to log an activity? How clear is the pipeline view? Can you tell what to do next without hunting? Can marketing see what happened to leads after handoff? Can leadership see pipeline health without someone interpreting it for them?

It is helpful to score it in practical terms: speed, clarity, reliability, and user willingness. If users resist during a trial, they won’t magically embrace it after you’ve signed a three-year contract. Go onto G2 and/or Capterra and read the honest “warts and all” reviews, they will give you further insight into what you can expect and potential roadblocks/mis-understandings.

Step 11: Implement a CRM like a business-critical solution, with proper ownership

Implementation should be treated as a business change programme, not a simple software setup.

Resource and ownership is critical, you need a business owner who cares about commercial outcomes and an ops owner who keeps the system clean, consistent, and continuously improving. Get your process and definitions agreed before you configure too much. Focus on a “minimum viable CRM” for the first release: core fields, one pipeline, essential dashboards, and the automations that remove friction and protect speed to revenue.

Training needs to be role-based and scenario-based. People don’t need a tour of the menu. They need to know how to do their job in the system quickly, and why it helps them. Reinforcement matters too: regular hygiene checks, clear expectations, and reporting that leaders actually use.

Step 12: Put governance in place from the start

CRMs don’t usually fail fast and loud, they degrade slowly over time. Fields proliferate, definitions drift, duplicates pile up, reporting becomes questionable, and users quietly stop trusting the system.

Clear, documented governance prevents this. For example, decide who can change pipeline stages and fields, standardise lead source values and lifecycle definitions with buy-in from the relevant stakeholders (Marketing and Sales) and establish how duplicates are handled. Assign ownership of dashboards and set a cadence for reviewing whether they still reflect how you sell and serve, archive those that are no longer used to avoid overwhelm. An oft overlooked and critical action is to set an ops rhythm of business for integration monitoring to ensure data doesn’t quietly stop syncing.

A CRM is a living, breathing ecosystem in need of solid, consistent stewardship.

Pitfalls I wish more teams spotted early

One of the most common traps is buying based on entry price and discovering later that the capabilities you assumed were included require a major tier upgrade and/or eye-watering storage fees. Another is realising that the CRM relies on other modules for basic commercial functions meaning you end-up buying a broader suite sooner than planned. Lock-ins can also emerge in subtler ways: proprietary objects, limited functionality, or complex implementations that make switching feel impossible.

There’s also the human trap of designing a CRM for reporting rather than execution. It looks great in dashboards, but it doesn’t help the team move work forward, learn and iterate for greater success and faster contract to cash cycles. When this happens, the system becomes a compliance exercise, adoption drops, data quality suffers, and leadership ends up back in spreadsheets. The irony is that the business then blames the tool, when the real issue is a mismatch between system design and user reality.

Call to action

A final word as someone who’s cleaned up too many CRM messes…

Choose the CRM that fits with your commercial strategy, user behaviours, data maturity, and wider stack. Get pricing clarity and future early, and please. . . clean your data ruthlessly before you migrate or set and stick to quality standards if starting from scratch, your entire business will thank you later. Treat AI as a productivity layer that sits on top of good foundations and implement every piece with ownership and governance so it doesn’t quietly deteriorate.

If you practice these core rules consistently your CRM becomes something people rely on rather than avoid and you can spend your time improving revenue performance instead of arguing about whose spreadsheet is correct.

For a structured way to shortlist and choose the right CRM, download our CRM Selection Scorecard 

Use it with your team during vendor demos for an evidence-based evaluation anchored to your commercial goals. 

If you’d like a second set of eyes, we can also review your requirements and vendor options and help you avoid the common (expensive) traps. Get in touch and we will introduce you to people who genuinely know what good looks like.

a customer dictionary

How to speak your customers' language in b2b marketing

In B2B marketing we are surrounded by jargon, buzzwords, and clever phrasing that makes us feel smart but often does the opposite for the people we most want to reach. So, in some ways, we are masters of our own frustration and only have ourselves to blame.

Confusion is the enemy of decision making. When your audience does not understand what you are saying, they stop listening, they stop engaging, and they choose someone simpler, clearer, and easier to work with.

Speaking the language of your customers is not about dumbing things down. It is about meeting them where they already are, using the words, explanations, and examples that make sense in their world.

Do this well and you may see an impact on sales cycles, build trust faster, and make your marketing feel like a conversation, not a lecture.

1. Listen to how your customers actually talk

Your customers are not experts in your product. They are experts in their own business. That distinction matters.

To speak their language, start by understanding how they describe:

  • Their problems

  • Their priorities

  • The outcomes they care about

  • The risks they worry about

  • The way they talk about suppliers and competitors

The fastest way to learn this is not dashboards. It is real conversations.

  • Sit in on sales calls.

  • Go to sales meetings (marketers are allowed believe it or not!).

  • Listen to discovery.

  • Read RFPs.

  • Review call transcripts.

  • Ask customers to explain things in their own words.

Write down the phrases they use. The metaphors. The shorthand. The emotional cues. This is the raw material your messaging should be built from.

2. Spend time in their world, not just your own

You do not become fluent in a language by reading a dictionary your French class. You become fluent by living in France for a while, hearing it used in context.

The same is true in B2B.

  • Attend the events your customers attend.

  • Read the publications they read.

  • Follow the people they follow.

  • Watch how they talk to each other when they are not being sold to.

  • Build your only relationships and rapport with clients too.

You will start to notice patterns. Certain words come up again and again. Certain problems are described in very specific ways. Certain phrases signal credibility and others trigger scepticism.

That is the difference between sounding like any other vendor and sounding like one of them.

3. Test whether your words really land

Once you start using your customers’ language, do not assume you have nailed it. Check.

Ask:

  • Does this phrase make sense to you?

  • Is this how you would describe the problem?

  • What would you call this in your world?


If people hesitate, rephrase, or translate your words back to you in different terms, that is a signal your language is still too internal.

4. Remove confusion to speed up decisions

Sometimes people do not engage because they are not sure what you mean, what you actually do, or how you are different. The more mental effort it takes to decode your message, the more risk it feels like to engage.

  • Strip out anything that requires explanation.

  • Replace jargon with familiar terms.

  • Swap abstract claims for concrete examples.

  • Say what you do in the words your customers already use.

Clarity is not simplistic. It is respectful. Crowbarring ‘optimizing efficiency’ is not.

5. Use the same language everywhere

Once you have earned fluency, use it consistently.

  • Website

  • Sales decks

  • Case studies

  • Emails

  • LinkedIn posts

  • Proposals

  • Onboarding

When the same words and ideas show up across every touchpoint, people feel understood. And when people feel understood, they trust faster.

6. Keep listening as language evolves

Markets shift. Priorities change. New pressures emerge. The language your customers use will evolve with them.

  • Build regular listening into your process.

  • Review calls.

  • Talk to customers.

  • Debrief with sales.

  • Sense check your messaging every quarter.

The goal is not to sound clever. It is to stay relevant.

Reality check

If your marketing sounds smarter than your customers, you are doing it wrong.

If your customers have to translate your language before they can engage, you are creating friction.

If you could substitute your product name for any other, you are wasting your time.

If your words reflect how they actually think and talk, you are making their lives easier.

That is what speaking your customers’ language really means.

Want help sense checking your messaging?

If you want help pressure testing your messaging, sense checking whether you are really speaking your customers’ language, or getting an outside view from people who have been on both sides of the table, get in touch. We can connect you with experienced B2B marketers who have lived the problems you are trying to explain and know what clarity actually looks like in the real world.

 

champagne CMO CD

How to Spot a Champagne CMO in the Wild

There is a particular character many of us have met in our careers.

They arrive with a fanfare. A big title. A big salary. And a reputation that somehow always seems to survive the wreckage they leave behind.

The ink is barely dry on the contract and already they are restless.

They have not met the team.
They do not yet understand the product.
They could not explain the customer problem if you gave them a whiteboard and an hour.

But they know one thing with absolute certainty.

Everything needs to change.

  • New website.

  • New brand.

  • New message.

  • New colours.

  • New fonts.

  • New positioning.

  • New strategy.

Tear it down. Start again. Make it visible. Make it loud. Make it look like momentum.

That is what the song Champagne CMO is about. And I have met so many…!

Not bad people. Not even always untalented. But leaders who mistake vanity for progress and optics for impact. Who reach for the biggest, shiniest levers first because they are the most visible, the most award friendly, and the easiest way to signal importance.

The song pokes fun at a familiar pattern.

The rebrand before the revenue problem is understood.
The AI strategy before the go to market is fixed.
The keynote before the pipeline.
The awards table before the sales forecast.

Every year, a new buzzword. A new bandwagon. A new silver bullet.

  • Big Data.

  • The Cloud.

  • Web3.

  • Blockchain.

  • The Metaverse.

  • Artificial Intelligence.

Not as tools in service of a clear commercial problem, but as costumes to be worn. Language to be paraded. Saying the things they think their bosses and the masses want to hear.

Right now, it is Artificial Intelligence. Crowbarred into every conversation. Setting off red flags with every soundbite.

Do not get me wrong. Real AI is coming and it will continue to get better and better. But the Champagne CMOs claiming they have increased productivity by 35 percent or that every new product they launch is now AI led are not people you should be listening to, let alone hiring.

If you put a computer in front of them and said show me, they would not know where to start. But that does not stop them climbing on stages and pretending they are leading the way.

Underneath the veneer is a simple truth. Real B2B marketing is hard. And leadership is harder still.

  • It means doing your best with messy data.

  • It means listening to customers.

  • It means aligning with sales.

  • It means being accountable when the numbers do not move. Yet.

That work is slow. Unsexy. And rarely comes with a trophy or a pedestal.

So instead, some leaders reach for theatre.

  • They polish the brand while the engine misfires.

  • They talk transformation while sales squirm.

  • They chase awards while the team quietly burns out.

And when the cracks start to show, they do what they have always done.

  • Move on.

  • New role. New title. New narrative.

  • Eighteen months later, a golden goodbye and a fresh stage to perform on.

Champagne CMO is not really about one person. It is about a system that rewards confidence over competence, presentation over substance, and short term optics over long term value creation.

It is about how easy it is to look like a leader and how hard it is to actually be one.

The irony is that the best CMOs I have ever worked with look nothing like this:

  • They do not arrive with a rebrand. They arrive with a desire for context.

  • They do not lead with slogans. They lead with listening.

  • They do not chase every new trend. They make sure the boring foundations are in place.

They do not need champagne moments to feel important. They care far more about whether the business is healthier, the team is stronger, and the customer is better served than it was a year ago.

That is the quiet punchline of the song.

Real leadership does not need performance, a parade of buzzwords, or the most expensive bottle in the room.

It just needs to do the work.

How many Champagne CMOs could you name over a drink?

Listen to Champagne CMO on Marketing Mixtape

Blog

Picture of Nigel
Picture of Nigel
As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

As a CEO, many CMOs are effectively chasing your attention. When they invest heavily in ultimate guides and thought leadership content, what do they need to do differently to get you to engage?

It’s got to be relevant and it’s got to be accessible. I do download content fairly often, but I don’t tend to download massive documents - I just don’t have the time. Time is critical.

I prefer what I’d describe as snackable content. I think a lot of people are overwhelmed by the volume of information out there and we’re all short on time. Most PDFs end up in my “to read” folder and then never actually get read.

The issue isn’t necessarily the insight, it’s the format it’s delivered in. I prefer fast, accessible content: videos, podcasts, short pieces that I can consume easily.

There are exceptions. There are a couple of documents I read every year because they’re directly relevant to the business challenges I’m facing. But fundamentally there’s just a lot out there, so content needs to be targeted, relevant, and consumable.

Many B2B marketing teams would say they already tick those boxes. Is that enough?

There is a lot of repetitive content out there. You only have to look at how many articles are being published on AI, they’re often saying the same things and delivered in the same way.

If content tackled issues in a slightly different way, or was delivered in a more engaging or distinctive format, that would definitely get my attention. Right now, a lot of it looks and sounds the same.

Is content consumption always “on” for you, or are there moments when you actively seek things out?

Personally, I like reading and taking on content. If I’m dealing with a specific business challenge, I’ll actively go out and find solutions to that problem. I’ll ignore a lot of content that feels generic or irrelevant, but when I need to dig into something, I’ll seek it out.

You’ve held senior GTM roles across major organisations. When you look at a marketing dashboard, what’s the metric you care most about and which ones do you have no time for?

The metric I care about most is marketing-sourced pipeline, but it needs to be real pipeline. Opportunities that are actionable and can turn into revenue.

Marketing-attributed revenue is another key one. A single number that shows whether marketing is genuinely helping grow the business.

Those metrics aren’t always available straight away because they rely on good data, systems, and workflows. That data might come from the website, events, inbound enquiries — wherever. But that’s what I want to see.

Vanity metrics, on the other hand, things that look good on dashboards but don’t translate into revenue,  are less helpful. Page impressions, generic page views, follower counts: they matter, but they don’t tell me whether we’re generating qualified demand or revenue.

You’re also a practicing artist. Has creativity influenced your approach to marketing?

I’ve been painting pretty much all my life. I wanted to go to art college originally, but my dad encouraged me to get what he called a “proper degree”.

A few years ago I had some downtime and got back into my artwork. We have a place in Cornwall, and I started creating sea-life-inspired pieces in a pop-art style. A gallery there picked them up and began exhibiting them.

So yes, creativity has always been part of who I am.

How does that creative side show up in your marketing philosophy, particularly around brand versus performance?

Brand awareness is vitally important. It doesn’t always translate immediately into revenue metrics, but being known for something,  what you’re good at, what you stand for,  really matters.

That said, particularly in tougher times, you have to stay focused on growth and revenue. Some marketing metrics simply don’t add value when you’re trying to understand how the business is actually performing.

So it’s about balance. Brand supports long-term growth, but it has to sit alongside clear commercial outcomes.

If a downturn hits and budgets need to be cut quickly, where do you start?

I wouldn’t start by cutting marketing. It’s counterintuitive. You can’t cut your way out of trouble, you have to grow your way out.

Marketing is a lever for growth, not a discretionary cost. I’d look elsewhere first: vendor consolidation, travel, back-office duplication, non-core projects.

In one organisation I worked in, we had around 800 internal projects running at once, many solving the same problems in different ways across regions. We shut most of them down and replaced them with a smaller number of consistent initiatives. The cost savings were significant.

If marketing cuts are unavoidable, it should be about reallocation, not elimination. Dial back experimental activity, but protect channels that reliably generate demand; account-based marketing, targeted industry events, proven performance channels.

You’ve written about the productivity paradox. Are marketers over-tooled?

Yes, I think there are too many tools in most organisations, and that adds complexity. Individually the tools are fine, but collectively - especially in global organisations - they create friction, and friction reduces productivity.

I’ve worked in businesses operating across 30 countries, each with its own CRM system, analytics tools, and implementations. That fragmentation adds cost and slows everything down.

There are huge savings and productivity gains to be made through consolidation. There are dozens of platforms- HubSpot, Salesforce, Marketo, Pardot, Mailchimp, Hootsuite and many more - all doing similar things.

Reducing the number of tools and standardising how they’re used is absolutely key.


Watch the full interview on the B2B Marketing United YouTube channel.

London

Feb 9, 2026

Rich Fitzmaurice

Letters

Man climbing a career lady which is starting to smoke
Man climbing a career lady which is starting to smoke

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

"Dear Rich,

I'm a marketing director at a B2B software company. My team is 11 people. Content, demand gen, ops, and a couple of SDRs on a dotted line.

Last month our CEO started talking about AI. He'd seen a demo at some PE portfolio day and a talk from someone who claimed they'd "cut their marketing team in half and 10x'd their output." He hasn't said it directly, but the direction of travel is obvious.

Since then our CFO has started asking about "marketing efficiency gains from AI." My CEO keeps forwarding me articles about companies replacing writers with AI tools. Last week in our exec meeting he asked, in that casual-but-not-casual way, "what does this person actually do?".

I'm not anti-AI. I've been experimenting like everybody else and some of it genuinely impresses me. I can see how it makes ideation faster.

But my team is already stretched. Sales are not doing great and they have open positions. We don't need fewer people. We need the same people moving faster so we can actually deliver what the business is asking for.

Every time I try to make this case I sound defensive. Like I'm just protecting headcount. But if I just nod along and start cutting, we'll be in serious trouble in six months when we can't execute on anything.

So, how do I play it? Without sounding like I'm resisting change?"

Jay, Ohio


Rich's reply

Thanks for your note Jay. My first response was an audible 'ergh'. But the good news is that I am certain so many marketers are facing exactly the same situation right now.

I remember when Marketing Automation was the latest buzzword and a Head of Region asked me how many marketers we could let go because we could automate things. I remember he brought it up again in a meeting with a CFO so I replied that he was completely right…we should be investing in MA but we'd need more people, not less, as we'd need to increase the volume of quality content to be able to build effective nurture tracks and we'd need a dedicated MA manager to build it out. The look on his face was enjoyable. There are some parallels to the situation you face Jay, life continues to be cyclical!

Let's try and take the sting out of things and spin the situation on its head.

First, your CEO has come back from a conference genuinely excited about the potential of your function. We might be able to use that. Most marketing directors would kill for a CEO who believes marketing can be dramatically more impactful. He's not trying to destroy your team. He's looking at it and thinking there's more in it. He's just landed on the wrong lever.

Second, he is talking to you about this. Not going behind your back. Not hiring a consultant. Not restructuring over your head. He's forwarding you articles and asking you questions. That's an invitation to lead the conversation, even if it doesn't feel like one. Even if it irritates you to the bone. He's interesting in the topic so, sorry, it's best to lean in.

Third, you said your team is already stretched and sales are behind. That could actually be your strongest card and you haven't played it yet.

And fourth, you are already experimenting with AI on your own time. Which means you know more about what it can and can't do than your CEO does. He has a conference demo and has heard someone jump up on stage trying to make themselves look like a messiah (Champagne CMO, per chance?). You have reality. That is an enormous advantage if you use it properly.

So let's reframe this.

Right now, in your CEO's head, the story is:

AI is powerful. Our marketing team is expensive. Therefore, AI should mean fewer people and less cost.

That logic feels clean, which is why it's dangerous. Your job is not to argue against it. Your job is to replace it with a better story.

And the better story is already sitting in your inbox. You just told me your team is stretched. That means the business is leaving growth on the table because your team doesn't have capacity. Your CEO cares about growth more than he cares about headcount. If the company is growing, headcount requests go through a lot easier.

In your next conversation with him, don't start with AI and don't start with your team. Start with the gap.

Ask him: Of all the things marketing should be doing for this business right now, what are we not getting to?

He might come up with a list, CEO's rarely have no viewpoint. Pipeline in a new segment. Board pressure to achieve an exit. A country or service line that is struggling. A margin target which looks like it won't be hit. Whatever it is, let him talk.

Then ask: If my team had 30% more capacity tomorrow, which of those would you want us to attack first?

He'll pick one. Maybe two.

Then you say: That's exactly what I want to use AI for.

Not to cut people. To close the gap between what marketing should be delivering and what we currently can. Right now we're spending too many hours on work that AI can accelerate, first drafts, lead research, reporting, content repurposing. If we free that time up, we redirect it straight into the growth areas you just described.

Notice what's happened. You haven't defended your team. You haven't argued about headcount. You haven't pushed back on AI. You've taken his enthusiasm for AI and pointed it at his enthusiasm for growth and connected them in a way that doesn't involve firing anyone. And you've bought yourself some time. And time always makes things a little easier.

He may have been dragged over to this event you mention by your PE investors and asked to take a serious look. Maybe it was another firm in the PE's portfolio singing nonsense up on stage and he feels obliged to take a look. He came away from that event thinking about cost. You've made it about revenue. CEOs prefer revenue.

Now, I do want to say something you might not want to hear.

Your CEO's instinct is not entirely wrong. It's just premature.

As AI matures and your team learns to work with it, the shape of your team will change. The person who currently spends most of their week writing first drafts might become someone who spends most of their week on something a little harder and more strategic, with AI handling the drafting. That's a different role. Some people will grow into it brilliantly. Some will struggle.

Your job as a leader isn't to freeze the team in place. It's to evolve it. Help your people build the skills that make them more valuable alongside AI, not in competition with it. If you do that well, nobody needs to be cut, because the team becomes capable of things it couldn't do before, and the business will want more of that, not less.

But if you just dig in and defend the current setup, your CEO will eventually go around you. He'll bring in someone who "gets it" (or make your report into someone who says they do) and you'll lose control of the conversation entirely.

So don't fight the energy. Redirect it in a way you're more comfortable.

Go into your next meeting with the aim of coming out of it with a joint experiment with AI to learn together what its true capabilities are and how it could work for the firm. Give me 60 days to show what that looks like with real numbers.

That's not defensive. That's leadership. And it's the kind of conversation that changes how your CEO sees you, not just your team. You also bring him along on the journey.

If the people standing up at events saying wildly sugar coated claims about their teams and AI are proven to be full of….you know what…(hint - the majority are)…then you'll come to that conclusion together. If you find a way of improving your capacity challenges, then that's great too?

Play this well and you won't just protect 11 jobs. You'll make the case for 13.

Onwards,

Rich

Content

Feb 21, 2026

Content

How to's

woman screaming at journalist until shes blue in the face
woman screaming at journalist until shes blue in the face

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

In my experience, most PR underperforms for one simple reason. It is built to generate coverage, not influence.

Press releases go out. Coverage appears. Logos get dropped into decks. Somewhere along the way, teams convince themselves that visibility equals impact.

It does not.

In complex B2B buying, nobody buys because they saw your logo in the trade press. They buy because choosing you feels safe, defensible, and sensible to the people who have to put their names against the decision.

PR only works when it reduces risk. When it does not, it becomes noise.

What PR is actually for in B2B

PR is not about announcements or press releases (I am not even sure journalists read them anymore). It is not about share of voice. It is not about chasing journalists for coverage.

In our world, PR exists to build external credibility that buyers can borrow internally.

When a deal is live, buying group members are quietly asking themselves variations of:

  • Are these people legitimate?

  • Do they understand our world?

  • Have others trusted them before?

  • Would I look foolish defending this choice internally?

This aligns closely with buying group research from Gartner, which shows that deals stall far more often due to lack of confidence and consensus than lack of information. PR contributes to what Gartner calls sense making. It helps groups align around whether a decision feels safe.

So from that viewpoint, PR is another tool in the arsenal that helps do that job.

PR is not the same as media relations

One reason PR disappoints is because it is often reduced to media relations alone.

It actually includes:

  • Media commentary

  • Executive visibility

  • Analyst relations

  • Third party validation

  • Consistent narrative across external touchpoints

  • Media coverage is just one output. Credibility is the outcome.

You can get plenty of coverage and still be ignored in deals if what you say sounds generic, inconsistent, or self-congratulatory.

Why most B2B PR fails

Most B2B PR fails in predictable ways.

  • It sounds like marketing

  • It talks about the company, not the problem

  • It overclaims and underexplains

  • It avoids trade-offs and reality

  • It focuses on announcements that only matter to that firm, rather than insight for anybody else

This is why buyers skim it or ignore it entirely. They are not looking for promotion. They are looking for reassurance.

Research from the Edelman Trust Barometer consistently shows that people trust expertise, transparency, and third-party validation far more than corporate messaging. PR that feels polished but empty actively erodes trust.

What is actually newsworthy in B2B

Most B2B companies are not newsworthy because they exist. They become newsworthy when they help others make sense of change.

What journalists and buyers actually care about:

  • What is changing in the market?

  • What is breaking or no longer working?

  • What leaders are seeing that others are missing?

  • What trade-offs organizations are facing?

  • What mistakes are being repeated?

This is why commentary outperforms announcements. Insight travels further than information.

If your PR plan is built around what you want to say rather than what your market is struggling to understand, it will not perform. It simply adds to the plethora of noise that is already out there.

Credibility is built through consistency, not volume

Buyers do not remember one article. They remember patterns.

This is where mental availability matters. Research from the B2B Institute shows that brands grow by being consistently associated with specific problems and outcomes over time.

Effective PR reinforces the same story across:

  • Executive interviews

  • Bylined articles

  • Panel appearances

  • Analyst commentary

  • Partner quotes

If each appearance tells a slightly different version of who you are, or if different executives say conflicting things, you are not building credibility, you are creating friction.

Reality check
If your CEO sounds visionary, your CTO sounds tactical, your PR agency sounds promotional, and your sales team sounds defensive, buyers will trust none of them.

How PR actually supports live deals

PR will never close deals directly, of course, but bad PR can lose it.

It can make sales conversations easier.

Good PR helps when:

  • Prospects already recognize your name

  • Stakeholders reference your perspective unprompted

  • Objections sound familiar rather than hostile

  • Sales spends less time proving legitimacy

This aligns with Forrester guidance on executive thought leadership, which emphasizes that credibility shortens evaluation cycles by reducing perceived risk.

PR works best when sales does not have to explain it.

How to tell if your PR is building credibility

If you want a simple diagnostic, ask these questions:

  • Would a journalist describe us as experts in one specific thing?

  • Do our leaders sound consistent across interviews?

  • Does sales ever forward this coverage without being asked?

  • Would a cautious buyer feel safer after reading this?

If the answer is no, the issue is not distribution it is a lack of substance.

How to measure PR without pretending attribution

PR does not lend itself to last click attribution and pretending otherwise damages its credibility internally.

Avoid over relying on:

  • Raw coverage volume

  • Share of voice without context

  • Generic sentiment scores

  • Last click revenue models

Instead, look for signals that confidence is forming:

  • Sales referencing coverage in meetings

  • Increased inbound credibility rather than inbound volume

  • Faster movement through late-stage objections

  • Analyst inclusion and citation

  • Executives being sought out for perspective

PR should be discussed in the language of influence, not performance marketing.

The simple rule to remember

PR in B2B is not about being visible. It is about being believable.

If your PR helps buyers feel safer choosing you and helps sales spend less time proving legitimacy, it is working. If it just fills a coverage report, it is not. Especially if you don’t actually recognise the publications who picked up your press release verbatim.

Call to action

Audit your last six months of PR and ask one hard question.

If a cautious buyer read this, would they feel more confident choosing us?

If the answer is unclear, stop producing more content and fix the narrative first.

  • Decide what you want to be trusted for.

  • Ensure your leaders sound consistent.

  • Prioritize insight over announcements.

  • Measure confidence, not clicks.

If you want help turning PR into a credibility engine rather than a coverage machine, get in touch and we will introduce you to people who genuinely know what good looks like.

Content

Feb 8, 2026

Content

B2B Marketing United

B2B Marketing United is where serious B2B marketers sharpen their edge, raise their standards, and drive real revenue impact.

Newsletter

Subscribe now to get weekly updates and insight designed to keep you ahead of the curve.

© 2026

All Rights Reserved

B2B Marketing United

B2B Marketing United is where serious B2B marketers sharpen their edge, raise their standards, and drive real revenue impact.

Newsletter

Subscribe now to get weekly updates and insight designed to keep you ahead of the curve.

© 2026

All Rights Reserved

B2B Marketing United

B2B Marketing United is where serious B2B marketers sharpen their edge, raise their standards, and drive real revenue impact.

Newsletter

Subscribe now to get weekly updates and insight designed to keep you ahead of the curve.

© 2026

All Rights Reserved