Episodios

  • Ep. 528 | The New Rules of Account-Based Marketing with Davis Potter
    Apr 29 2025

    Episode Summary

    In this special in-person episode of OnBase, host Chris Moody joins Davis Potter live from Austin, Texas, for a candid deep-dive into the evolution of account-based marketing. Davis draws on his experience across enterprise giants and nimble startups to unpack the real differences between demand gen and ABM—and why most companies are stuck in the middle.

    Together, they dissect the pitfalls of outdated ABM models, the importance of unifying go-to-market teams, and the need for signal-based measurement over legacy lead scoring. Davis explains the “account-based arrow,” ForgeX’s new data model, and shares practical tips for aligning product marketing with ABM functions for retention and growth. Whether you're a team of one or leading a global strategy, this episode is packed with insights you can act on immediately.

    Key Takeaways

    • ABM vs. Demand Gen: True ABM is more than just targeted demand generation; it requires a unified approach across sales and marketing.

    • Strategic ABM Implementation: Organizations should tailor their ABM strategy to their specific needs, considering factors like deal size and resources.

    • Measurement and Reporting: Effective ABM measurement involves tracking various metrics, including account engagement and pipeline progression, and requires a unified data model.

    • Cross-Functional Alignment: Alignment between ABM teams and other functions, such as product marketing, is crucial for success.

    • Evolving ABM: ABM is not static; it requires continuous evolution and adaptation to changing market dynamics and organizational needs.


    Quotes

    “If you're just building lists off third-party intent and running ads, you're not doing ABM—you’re just doing better DemandGen.”

    “Product marketing is not optional in an ABM strategy—it’s foundational. They understand the customer better than anyone.”

    Best Moments

    • 00:09-00:20 – Davis Potter's background and journey to 4Gex.

    • 04:45-05:00 – The importance of aligning go-to-market strategy with business goals.

    • 06:29-07:00 – Transitioning from demand generation to account-based marketing.

    • 10:50-12:00 – The double funnel approach to measuring ABM success.

    • 25:30-26:00 – The challenges of ABM benchmarks and data interpretation.

      • 33:00-34:00 – The critical role of product marketing in ABM.


      Recommended resources:

      Newsletter:

      • ⁠ABM Tactics LinkedIn newsletter⁠ – Tactical, real-world GTM advice from the trenches

      Certifications:

      • ⁠New ABM Certification Program⁠ by Demandbase in Partnership with ForgeX


      B2B Leaders to follow

      • ⁠Akriti Gupta⁠, Director of Marketing at LinkedIn

      • ⁠Désirée Daniels⁠, Retail Industry & ABM Marketing at LinkedIn


    About the Guest

    Davis Potter is the Co-Founder of ForgeX, a firm dedicated to modernizing account-based go-to-market strategies through research-backed insights and scalable methodologies. With experience launching ABM programs at organizations like Google Cloud and Scale AI, Davis brings a rare blend of enterprise sophistication and startup agility. His unique journey—spanning billion-dollar enterprises and high-growth tech companies—has equipped him with a comprehensive view of ABM’s past, present, and future.

    Davis is passionate about aligning sales, marketing, and product teams around unified goals and measurement systems. He frequently speaks on evolving ABM frameworks, first-party data strategies, and the shift from vanity metrics to actionable signals. Davis also co-leads the ForgeX and Demandbase certification program, shaping the next generation of account-based marketers.⁠Connect with Davis⁠.

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    40 m
  • Ep. 527 | AI-First GTM: The New Playbook for Sales Execution
    Apr 24 2025

    Episode Summary

    In this episode of OnBase, host Paul Gibson welcomes Hannah Ajikawo for a deeply insightful conversation on building strong go-to-market foundations and how AI is reshaping the future of sales execution.

    Hannah reflects on her career journey and the moment she realized that many teams don’t truly understand strategy. She outlines the importance of focusing GTM energy on where businesses win most, shares her “go-to-market building blocks” framework, and explains how AI can enhance precision across the buyer journey—from awareness to pricing strategy.

    Whether you're leading a sales team, rolling out new tech, or trying to scale confidently, this episode is full of practical wisdom.


    Quotes

    “If you really sit down, remove ego, and look at the data—you’ll find where you win. Focus there. That’s the cheat code.”


    Best Moments

    • (00:53) – Hannah Ajikawa's career journey and the founding of Revenue Funnel.
    • (02:51)-04:39 – The importance of GTM fundamentals and addressing underperforming teams.
    • (05:54) – How repositioning and focus transformed pipeline generation for a B2B tech company.
    • (10:00) – AI's influence on GTM strategies and sales processes.
    • (12:22) – Areas of GTM most primed to benefit from AI integration.
    • (16:19) – Actionable advice for strengthening GTM foundations.
    • (22:46) – How AI is changing account-based go-to-market approaches.


    Tech Recommendations

    • Demandbase – For GTM prioritization and signal intelligence.

    • Sybill.ai – AI-powered call analysis and coaching.

    • Twain.ai – Tailored messaging and engagement optimization.

    • SimpleTalk.ai – Conversational AI for real-time needs handling.

    Resource Recommendations

    Podcasts

    • The Founders Podcast

      • Diary of a CEO (Stephen Bartlett)


      Newsletters

      • Substack (for AI newsletters)


      Blogs

      • Gates Notes- Bill Gates' blog

      • Daniel Priestley's content


      B2B Leaders to follow

      • Jen Allen-Knuth, Founder, DemandJen

      • Lisa Kelly, Founder and CEO, Radical Results

      • Barry Flaherty, GTM Leader


      About the Guest

      Hannah Ajikawo is an award-winning go-to-market consultant and founder of Revenue Funnel, helping B2B scale-ups unlock growth and optimize their revenue engines. With 16+ years of experience, Hannah has been recognised as a LinkedIn Top Voice, LinkedIn Sales Insider, Salesforce Influencer, and one of the 100 Most Powerful Women in Sales by Demandbase. She is also a HubSpot Modern Sales Leader and a global expert in aligning sales processes with modern buyer journeys to drive sustainable growth.

      Connect with Hannah.

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    29 m
  • Ep. 526 | Bold Moves & B2B Breakthroughs: Inside the 2025 Marketing Playbook
    Apr 23 2025
    Episode summary:In this episode of OnBase, host Chris Moody sits down with Trent Talbert to dissect the 2025 B2B marketing landscape—from evolving ABM strategies to the real reason high-growth companies are struggling despite bigger budgets. Trent shares insights from the newly released AMP25 survey and offers sharp, data-backed guidance on where modern marketers should double down and what they should ditch.You’ll hear why personalization is still broken in most orgs, how bold messaging can break through the noise, and why “do more with less” is a dangerous myth. Packed with practical wisdom and a few mic-drop moments, this episode is a must-listen for any B2B marketer looking to elevate their strategy this year.Key TakeawaysOptimism in Goals: A significant majority (80%) of B2B tech marketers are optimistic about achieving their goals this year. Growth Challenges: Faster-growing companies often face more challenges, requiring a broader approach to marketing. ABM and Personalization: Organizational silos can hinder effective ABM and personalization. Emerging brands have an advantage in implementing these strategies due to their lack of legacy systems. Standing Out: Brands can capture attention through bold, creative, and emotionally resonant messaging that balances rational appeals. Customer Focus: There's a growing emphasis on customer loyalty, lifetime value, and downstream engagement, including onboarding and renewals. Budget Trends: Most budgets are flat or increasing, but companies are urged to choose either a cost-reduction or growth strategy. Tactic Stability: The top six marketing tactics have remained consistent, highlighting the importance of executing fundamentals well and creating a coherent customer experience across channels. Best Moments (00:35) - Trent Talbert's career journey in B2B tech. (02:39) - The relationship between growth and marketing challenges. (03:54) - Obstacles to fully leveraging ABM and personalization. (06:51) - Strategies for brands to stand out. (10:05) - Budget trends and strategic recommendations. (14:05) - The importance of strategic focus. (16:54) - Recommended tools in the intent and personalization space. (18:05) - Trent's favorite reads and the importance of brand building.Tech RecommendationsDemandbase – ABM + intent toolsMutiny – Website personalizationBooks:The Four Conversations by Blair EnnsPodcasts:Two Bobs Podcast with Blair Enns & David C. BakerReports:April Six Marketing Pulse 2025Blair Enns, Founder, Win Without PitchingApril Dunford, Founder, Ambient Strategy, and positioning expert for tech companiesBob Wright, Founder, FirebrickAnna Powell, RevOps influencer in the B2B spaceAbout the guest:Trent Talbert is a seasoned professional with a strong background in strategy and account management. At April Six, Trent currently holds the position of Head of Strategy for North America. Prior to this role, Trent worked at Doremus as an Account Supervisor, gaining experience in various account executive roles. Trent has also worked in advertising and PR, further showcasing their diverse skill set. With a BS in Business-Marketing from the University of Missouri Trulaske College of Business, Trent is well-equipped to handle the challenges of their dynamic roles in the industry.Connect with Trent.
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    21 m
  • Ep. 525 | The Future-Ready Martech Stack (and Mindset) You Need Now
    Apr 16 2025

    Episode Summary

    In this episode of OnBase, host Chris Moody welcomes Brandon Ratliff for a compelling conversation about the evolution of Martech, the promise (and limitations) of AI, and the art of staying future-ready in an ever-accelerating landscape.

    Brandon shares his unconventional path from coding hobbyist to martech leader, while offering tactical advice for building scalable stacks, enabling data-informed personalization, and fostering innovation within teams. He unpacks what it means to shift from “T-shaped” to “I-shaped” marketers, the human side of AI-driven growth, and how organizations can maintain curiosity to avoid losing their competitive edge.

    Whether you're leading an enterprise marketing team or scaling a scrappy startup strategy, Brandon’s insight into modern Martech is both practical and visionary.


    Key Takeaways

    • The Evolving Marketer: The shift from T-marketer to I-marketer highlights the importance of data literacy in addition to channel-specific expertise.

    • Data-Driven Marketing: Clean and well-utilized data is crucial for the success of MarTech initiatives.

    • Future of MarTech: AI and predictive analytics are key to enhancing efficiency, personalization, and ROI in marketing.

    • Essential MarTech Stack: A core MarTech stack includes a CDP, marketing automation platform, ABM tool, and CRM.

    • AI's Role in Marketing: AI enhances marketing through production, planning, creative management, and scaled personalization.

    • Importance of Human Connection: Human relationships remain fundamental in marketing and business despite technological advancements.

    • Future-Proofing Skills: Marketers must prioritize continuous learning, including prompt engineering and AI tools, to stay ahead.

    • Fostering Innovation: Leaders should encourage experimentation and calculated risk-taking to drive marketing innovation.

    • Qualities of a Modern Marketer: Key competencies include fearlessness, curiosity, creativity, and data-centricity.

    • Signs of Losing Competitive Edge: Stagnation, lack of investment in new tools, and failure to train employees are warning signs.

    • Change Management: Overcoming resistance to change and fostering belief in new initiatives is a significant challenge in marketing.


    Quotes

    “You don’t have to know everything. But you do have to know your data.


    Best Moments

    • 00:48 - 02:18 Brandon shares his journey into MarTech.

    • 02:48 - 03:32 The importance of data in marketing.

    • 05:36 - 06:20 Pragmatic approach to data.

    • 06:54 - 08:14 Core components of a MarTech stack.

    • 08:14 - 09:41 The role of AI in enhancing marketing.

    • 10:33 - 12:29 The balance between technology and human connection.

    • 13:13 - 16:38 Strategies for future-proofing marketing skills.

    • 21:26 - 23:18 Signs a company is losing its competitive edge.

      • 23:35 - 25:22 The biggest challenge in marketing today: change management.


      About the Guest

      Brandon is a seasoned leader in marketing technology and operations at Qualcomm. With a passion for innovation and a knack for navigating the digital realm, Brandon has been instrumental in advancing Qualcomm's Martech strategies. He has successfully implemented transformative technologies, including advanced marketing automation and analytics tools, to drive data-driven success. Known for his thought leadership and commitment to staying ahead of industry trends, Brandon's work exemplifies the powerful synergy between marketing and technology. Join us as he shares his insights and experiences in unlocking the potential of the Martech stack.

      Connect with Brandon.


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    28 m
  • Ep. 524 | The Market Speaks: Building GTM with Customer Voice
    Apr 15 2025
    Episode SummaryIn this episode of OnBase, host Chris Moody and Parth Mukherjee delve into the critical role of customer voices in shaping go-to-market strategies. Parth shares his journey through the tech industry, highlighting his experiences in product marketing and go-to-market strategy across different company stages. He emphasizes the importance of product marketing teams in bringing the customer's perspective into the organization and outlines the five key components of a go-to-market strategy: who, what, why, where, and how. Parth also discusses methods for collecting and analyzing customer data, balancing quantitative and qualitative feedback, and addressing stakeholder resistance. Additionally, he explores emerging marketing trends, the use of AI in marketing, and the challenges of B2B marketing, such as attribution.Key Takeaways:Voice of the Customer is Key: Customer insights are crucial for shaping effective go-to-market strategies. Five Components of Go-to-Market Strategy: The five key questions to answer are who is the target audience, what are the offerings, why should buyers care, where should we sell, and how do we hit our targets. Data Collection and Analysis: Utilize a combination of call recording technologies, surveys, customer interviews, and focus groups to gather customer feedback. Balancing Quant and Qual: Combine quantitative data with qualitative insights to build compelling narratives and make informed decisions. Addressing Stakeholder Resistance: Use proof and data to overcome internal misconceptions and align stakeholders. Importance of Timing: Gather customer feedback throughout the product life cycle, starting from the product vision stage. Emerging Marketing Trends: The importance of buyer self-education, hyper-personalized marketing, prompt engine optimization (PEO), and the convergence of ABM with intent data.Quotes“Product marketing should be the voice of the company in the market—and more importantly, the voice of the market inside the company.”Best Moments 00:07: Parth shares his journey into tech and marketing. 03:30: The importance of customer voices in shaping go-to-market strategy. 04:45: The five components of an effective go-to-market strategy. 07:30: Methods for data collection and analysis. 13:00: How to deal with stakeholder resistance using proof and data. 16:15: The importance of gathering customer feedback throughout the product life cycle. 19:00: Emerging marketing trends for the next five years. 22:30: Use cases of AI in marketing.24:30: The biggest challenge in B2B marketing: attribution. Tech Recommendations⁠Chorus⁠ – Call intelligence for market and product insights.⁠MindTickle⁠ – Deal rooms and enablement for modern B2B sales.⁠Klue⁠ – Competitive intelligence and win-loss analytics.Books:⁠Crossing the Chasm⁠ by Geoffrey Moore⁠Building a StoryBrand⁠ by Donald MillerBlogs & Newsletters:⁠HubSpot Blog⁠⁠Gartner for Go-To-Market Insights⁠⁠Marketing Brew⁠Podcasts:⁠Marketing Over Coffee⁠⁠Product Marketing Life by PMA⁠Shout-outs:⁠Kevin Akeroyd⁠, CEO at Sovos⁠Ann Handley⁠, Chief Content Officer at MarketingProfs⁠Andy Raskin⁠, Strategic Narrative CoachAbout the Guest:Parth Mukherjee is the VP of Product Marketing, Corporate Marketing, and Go-To-Market Strategy at Sovos, a leading tax compliance platform. With over 20 years of experience in tech marketing—including pivotal roles at Adobe, Cognizant, and five high-growth VC-backed startups (four of which successfully exited)—Parth brings deep expertise in scaling companies through every phase of growth.Before joining Sovos, Parth led marketing at Chorus and MindTickle, and continues to apply a data-driven yet deeply human approach to building strategic narratives that resonate with customers and internal stakeholders alike.⁠Connect with Parth⁠.
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    30 m
  • Ep. 523 | How the Jobs-to-Be-Done Framework Uncovers Customer Blind Spots
    Apr 10 2025
    Episode SummaryIn this episode of OnBase, host Chris Moody is joined by Alison Mendoza to dive into the power of the Jobs-to-be-Done (JTBD) framework and its transformative impact on innovation, marketing, and product strategy. Alison shares her non-linear journey into R&D, how her background in linguistics shapes her collaboration with engineers, and how JTBD allows companies to avoid blind spots and uncover real customer needs.Listeners will gain insights into how Honeywell uses behavioral science and JTBD to drive meaningful product adoption, why traditional voice-of-customer methods often fall short, and how AI is unlocking strategic work by automating repetitive tasks. From uncovering misaligned innovation strategies to empowering teams through better language and observation, this episode is a masterclass in modern customer-centric thinking.Key takeaways:Jobs-to-be-Done (JTBD) vs. Hypotheticals: JTBD eliminates guesswork by focusing on observable behaviors, not hypothetical customer desires.Behavioral Science + JTBD = Impact: The fusion of decision-making psychology with JTBD drives better adoption and product-market fit.Innovation Pitfalls: Over-reliance on competitor analysis or legacy processes can limit true innovation.Speak Their Language: Product teams must translate customer outcomes into language engineers can act on.AI for Strategic Work: Honeywell’s $120M in AI-driven savings shows how tech can free time for impactful, strategic work.Quotes:“We don’t really have to worry about product-market fit if we’ve built a product on the Jobs-to-be-Done framework.”“If you use AI for simple tasks, it will give you simple output. Use it for complex challenges—like segmentation or positioning—and you’ll see exponential value.”Best Moments Tech recommendations:⁠⁠Notebook LM (Google)⁠⁠: A powerful AI research assistant ideal for strategic marketing and A/B testing.Resource recommendations:⁠⁠Thinking, Fast and Slow⁠⁠ by Daniel KahnemanBooks by ⁠⁠Jonah Berger⁠⁠ – Practical marketing playbooks from the Wharton professor⁠⁠321 Newsletter by James Clear⁠⁠ – Weekly insights on habits, strategy, and self-improvementLeaders to follow:⁠⁠Chandler Stillman⁠⁠– Director, Marketing & Customer Experience at ADDMAN⁠⁠Liz Schmittou⁠⁠– Brand & Marketing Content Leader at ADDMAN⁠⁠Emily Carr⁠⁠– Consulting Account Lead at Google⁠⁠00:30⁠⁠Alison’s global career journey from flight attendant to R&D innovatorBest moments:⁠⁠03:00⁠⁠JTBD explained and why most voice-of-customer methods fall short⁠⁠08:30⁠⁠How to bridge engineering and customer outcomes with the right language⁠⁠14:00⁠⁠The synergy between behavioral science and JTBD in shaping innovation⁠⁠16:40⁠⁠Honeywell’s AI success: $120M saved through automation and productivity tools⁠⁠20:20⁠⁠The evolving challenges of B2B marketing and the role of dynamic contentAbout the guest:Alison is the Global Sr. Director of Innovation at Honeywell International, leading innovation and growth across the Honeywell portfolio of businesses. With over 15 years of global experience, she integrates customer-centric expertise in aerospace and advanced technology sectors. Alison is also a member of the Strategic Communications Committee at AUVSI and actively recruits for the Honeywell Political Action Committee. She shares insights on innovation, communication, persuasion, and leadership in her LinkedIn blogs.⁠⁠Connect with Alison⁠⁠.
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    24 m
  • Ep. 522 | ABM & AI: Driving B2B Growth Today and Tomorrow
    Apr 9 2025
    Episode SummaryIn this episode of OnBase, host Paul Gibson sits down with Shimon, a leading voice in B2B marketing from SPOTONVISION. The duo dives into the big topic of bridging short-term wins with long-term growth while discussing how Account-Based Marketing (ABM) and Artificial Intelligence (AI) are transforming the future of B2B marketing strategies.With insights drawn from years of partnership and expertise, this conversation explores how to balance immediate results with long-term objectives. Whether you’re looking to improve 2025 metrics or future-proof your marketing strategies, this episode offers actionable takeaways to help your team succeed. Key TakeawaysShort-Term and Long-Term HarmonyAchieve a balance between quick wins that boost immediate outcomes and strategies for sustained growth.The Role of AI in B2B MarketingLeverage AI to enhance data analysis, improve personalization, and optimize campaign efficiency.ABM Done RightAdopt evolving Account-Based Marketing practices to create impactful engagements and measurable results.Future-Forward Marketing StrategiesStay ahead by understanding the trends and innovations shaping the future of B2B marketing.Quotes"The future of B2B marketing lies in leveraging the power of AI to do more with less, while keeping personalization at the core."Best Moments04:00–07:00 – Shimon dives into his career path and how ABM became a core focus.10:00–12:30 – Shimon explains how changing buyer behaviors redefines sales and marketing strategies.15:00–18:00 – A closer look at how ABM and AI address misalignment challenges.24:00–26:00 – Shimon shares his insights on the future role of AI in account-based GTM.30:00–33:00 – Predictions on the next evolution of ABM in the B2B space. Tech RecommendationsTrendemon - Highlighted as a platform that provides real-time personalization and insights to customize content for website visitors, leveraging AI for ease of use.Resource Recommendations Books:Mindset by Carol Dweck - Suggested for fostering a growth mindset and improving team collaboration and alignment.Atomic Habits by James Clear - Advocated for creating effective personal and team habits for growth and success. Shout-OutsJoel Harrison - Founder, B2B MarketingRyan Almond - Global Marketing & ABX Director, HenkelIngrid Archer - Managing Partner, SPOTONVISIONAbout the GuestShimon is a visionary leader who believes in the power of trust, purpose, and shared ambition to bring people together. He envisions a world where businesses don’t just grow but thrive through meaningful relationships—both with their customers and within their teams.In B2B, Shimon sees one of the most powerful yet often overlooked connections: the alignment between marketing and sales. When these two forces come together, businesses don’t just see results—they create a real, lasting impact.Every day, Shimon is on a mission to turn this vision into reality. Whether through the conversations he sparks, the communities he builds, or the insights he shares, he is constantly looking for others who share this belief. For those who want to create a world where relationships—between businesses, between people, and within organizations—are the true drivers of success.Website: Spotonvision.comConnect with Shimon.
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    44 m
  • Ep. 521 | Benefits Decoded: Making Healthcare Choices Clear & Confident
    Apr 3 2025

    In this episode of OnBase, host Chris Moody welcomes Nicole Warshauer for an enlightening conversation on health benefits, empathy-driven branding, and building consumer trust through education. Nicole walks us through her non-linear career journey and how her passion for community and storytelling has shaped her role at HealthEquity. She shares practical strategies for educating diverse healthcare consumers, discusses the emotional complexities of health benefits, and explores the skills marketers need to build brands around “unsexy” topics.

    Nicole also explores HealthEquity’s innovative tools, such as Engage360 and HSAnswers, which use AI and multi-channel strategies to deliver personalized, accessible benefits education. Whether you’re navigating the healthcare landscape or trying to humanize your B2B brand, this episode is full of actionable insights and authentic inspiration.


    Key Takeaways

    • Empathy is Foundational: To demystify healthcare benefits, brands must lead with empathy—understanding emotional roadblocks like fear and confusion that often prevent consumers from making informed decisions.
    • One Size Doesn’t Fit All: Benefits education must be personalized. Demographics, health history, family structure, and financial literacy all play a role in how people access and use healthcare.
    • Data-Driven Education Works: Programs like Engage360 have led to a 46% increase in HSA contributions and a 60% increase in investing, showing the power of well-targeted benefit education.
    • Building Brands for “Unsexy” Industries: The best marketers can make even mundane products relatable. Skills like curiosity, critical thinking, empathy, and strong writing are essential for success.
    • Tech with a Human Touch: AI tools can scale education efforts, but without human oversight and strategic intent, they won’t succeed.


    Quotes

    “Marketing for the unglamorous takes empathy and grit. That’s where the best brand builders thrive.”


    Tech recommendations

    • ChatGPT
    • Jasper
    • Copilot


    Book recommendations

    • Storytelling with Data by Cole Nussbaumer Knaflic – A go-to for making data digestible and visually compelling.


    Shout-outs

    • Jade Tambini, Founder and Marketing Course Leader, B2B Jade.
    • Hannah Shamji, Customer researcher for B2B SaaS.
    • Erica Schneider, Founder, Cut The Fluff.


    About the Guest

    Nicole Warshauer is the VP of Brand Marketing at HealthEquity, where she builds, leads, and engages community-first marketing teams that drive brand growth and resilience. With more than 15 years of experience in marketing and communications across healthcare, tech, design, nonprofit, education, and real estate, Nicole has cultivated a unique ability to deliver integrated, purpose-driven strategies that resonate.

    She is passionate about creating and nurturing communities of brand evangelists—both internally and externally. Her past work includes collaborations with renowned organizations like Yelp, Dribbble, and Trusted Health. Nicole also offers consulting services to help managers lead high-performing remote teams and optimize their marketing strategy.

    Connect with Nicole.

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    27 m
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