The episode explores key challenges and solutions in B2B marketing, focusing on AI integration and sales-marketing alignment. Optimizely and Webflow are highlighted as platforms that empower marketers with AI-driven tools—specifically designed for B2B operations—allowing for smarter lead generation, content optimization, and automated workflows. A central theme is the need to redefine outdated concepts like the MQL, proposing "qualified outbound leads" as a more constructive and actionable term to rebuild trust between marketing and sales. Freya Ward, a marketer turned sales professional, emphasizes the importance of bilingual marketing communication, regular cross-functional rituals, and deep collaboration to bridge gaps. She recommends practical tactics such as implementing a mandatory rejection field in CRM systems, assigning a nurture manager, and partnering with a single BDR to build trust and mutual understanding. These strategies reduce lead leakage, improve sales team accountability, and create a feedback loop that enhances both departments’ performance. The discussion underscores that alignment is not about perfection but about consistent, low-effort, high-impact practices that foster transparency and shared success.
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You're listening to the Dave Gerard show.
Hey, it's Dasha. In all today's episode, I'm talking to Freya Ward. Freya is the Associate
Managing Director at an agency called Headline Media. They help B2B tech companies get their
content in front of potential buyers to generate leads. Before she worked in an agency, Freya was a
marketer and she got so frustrated by how the sales team was treating her leads that she actually
stopped being a marketer and joined the sales team instead. She has been on both sides. She really
gets it. We spent today's episode talking about a topic very near and dear to my heart, sales and
marketing alignment. We talked about whether the MQL is really dead and what Freya has been
suggesting clients call the MQL instead. But probably my favorite part is Freya shared specific
tactics that you can try with your sales team today to build good alignment. I shared some of
the things that have been working on our team as well. I think you're going to walk away from this
episode with a few things that you can implement right away, especially if you're tired of the same
argument from the sales team, which is just, you know, these leads are not good enough. So enjoy
the show. I hope you enjoyed this episode. Let me know what you think. Freya, welcome to the podcast.
So excited to chat with you today. Let's get you introduced, Freya. Who are you? Where do you work?
What do you do? Amazing. Thank you, Dasha. So I am Freya Ward. I'm the associate managing director
at a company called Headly Media. We are based in the UK, but we're a global company. We support
marketing managers that are working at B2B technology companies who are looking to drive
marketing qualified leads or MQLs, whatever they want to call them. Leads are at that early stage
in the funnel. I'm ready for further nature and conversion. Let's talk about that. What is your
typical client look like? Who is hiring you to do this type of work? Yeah, of course. So we work with
B2B marketing professionals. It could be anyone from the head of marketing. It could be media buyers.
We also work with agencies as well, some media buying agencies. In some instances, we work with
kind of founders. It really depends on the size of that business. Our sweet spot is really in that
mid-market enterprise company, but the practice of what we do is applicable to any company size,
really. When you say mid-market enterprise, give me like numbers. What is the typical head count
at a company like that? And then I'm also curious, who on that team are you working with? Is it the
demand-gen manager? Who are you getting plugged in with? So we tend to look at the marketing department
as the overall head count for our ICP and who we're targeting who we're working with.
The campaigns that we run tend to work most effectively when you've got a head count of more than
three marketers, but some of the clients that we work with might have five, six hundred marketers
in their department. It really depends. It's often more siloed when they're a larger company, so that's
more of a not an individual relationship. We'll have a global footprint with that kind of account.
The job titles that we tend to work with is anyone from demand-gen into the head of marketing. It
could be your paid media specialist and then agency side. It's more account managers, account
directors, account execs in some instances. And yeah, it really is split. It really depends on
the responsibilities of that individual, whether they're focusing on specific emerging markets.
For example, there might be a marketer that's focused purely on those new markets or it could be
a head of marketing that's just trying to pull something together globally. Often it's the more
senior titles of work with us when they work on a global campaign and they're looking to then
pass it down into their field marketers to run the execution of it. Got it. That makes sense.
And then what is the problem that they're trying to solve when they hire your company?
So a couple of different problems is either they are looking to open up a new territory and they
don't really have a footprint in that territory. They're trying to understand who their potential
buyers could be, who their audiences that they need to target. So their work with us to replicate
where they've already had success in one market. They'll look to replicate that and we understand
the local nuances, especially when it's local language content syndication and lead generation.
It has to be done slightly differently from a compliance angle, but also from an audience angle.
Job titles don't always transfer too cleanly across different Geos in different markets.
So it could be focusing on that side, the net new acquisition, or it could be that they have
had a poor experience in the past with contents indication and lead generation and they're looking
for a vendor that truly understands it owns their own portfolio of publications and can support them
in a trusted partnership as opposed to over promising and under delivering like, unfortunately,
a lot of vendors in our space do. And at these companies, what does their funnel look like?
I'm curious like before they start working with you, where are their leads coming from and who on
the team is touching them and what does the handoff look like? Yeah, of course. So generally speaking,
our ideal customer will have a marketing automation system in place. They will be looking for
top of the funnel leads that are a little bit more educated than like a programmatic or display
activity. Maybe they've seen traffic drop on their own website. They're not generating as many
inbound leads and they need to turn something up when it comes to outbound. So they'll be reaching
out to us with a gap, essentially, that they need to fill. If they have a marketing automation
set up in place, then that can work really nicely with the type of leads that we generate because
they need to be nurtured. They're not sales ready opportunities. They're very much marketing
leads are ready for further nature, more content, multi-channel exposure and everything else.
But we do also work with clients that have a challenge when it comes to providing the sales team
with leads. We do a lot of expectation setting and we'll support a lot of our clients in,
sometimes just backing the marketers up when they're talking to their sales team or the BDRs or
the SDRs, whoever it is that they're now reporting into. I mean, a lot of marketers in the space
are now reporting into revenue metrics and that can be quite a tough adjustment. Our aim is to
put control back in the marketers' hands and help them build alignment with their sales team
and generate leads that maybe when we deliver them, they're not quite ready for sales conversations,
but with some further nurture, they'll be ready to hand over with maximum intelligence. They
meet the ICP, they're engaging with content and maybe we understand their challenge, what they're
looking to address, why they're consuming that client's content so that when they do go over to
sales, there's a little bit more alignment and they start to see that success. A lot of the
over and above work that we do to support the marketers, I mean, we're pretty much all marketers
at headly. So what's the saying? A wolf in sheep's clothing. I'm a marketer, but I wear a sales hat
really, so I did the jump from marketing over to sales. Mainly don't tell my sales colleagues,
but mainly because I became frustrated that salespeople weren't doing the things that I thought they
should be doing as a next step with the data that I was generating. So I made that jump into sales,
but with a marketing attitude and created that alignment and I'm trying to support my clients in
doing the same thing. Well, we're some of the frustrations that you were feeling as a marketer.
That made you make the jump. Oh, there's quite a list. I mean, I'm not going to throw salespeople
under the bus. I will speak negatively about them. I am one of them, but I think that gives me a bit
more of a pass, right? So I would say the most common thing that used to frustrate me and I still
deal with on behalf of my clients now is the salespeople saying, you know, marketing needs
don't work or marketing needs don't convert or being able to just
Tile them all with the same brush, all the leads with the same brush is probably the most
frustrating thing because the reality is if a salesperson is approaching a marketing
lead in the way of a traditional sale, you know, if you treat a lead that's come through
a LinkedIn campaign, for example, in the same way that you treat a lead that's filled out
contact us from on your website, they're not in the same headspace, they're not necessarily
saying "I've got my amics out, I want to invest, especially when we're working with tech
companies, you know, they don't necessarily want to invest and displace one of your competitors
and invest in a multi-million dollar deal, just off the back of one piece of content or
you know, a DM on LinkedIn." So the biggest frustration for me is or was, salespeople just
hiring every marketing active do the same brush, the biggest frustration now is probably
the reputation of mql's inside of not only the marketing department but outside of that
as well, it's got a terrible reputation and it's not necessarily the tactic that's the
problem of my opinion, it's just that it's a really easy thing to say that marketing
leads don't work or marketing, you know, whatever marketing is doing isn't working because
it's not meeting the stage that sales expect that activity to be at.
Let's talk about that because any social media platform without seeing the mql's
is dead, death to the mql, so for real, it's the mql dead and what do you mean when you
say that it's got a bad rap, talk about that?
Mql is not dead, maybe the terminology is a little bit redundant, a bit tired, I believe
the reputation is associated with the framing of it as opposed to the actual tactic itself.
I mean, I speak with, be to be marked as every single day and every single one of them
even sometimes inside of the same company has a different definition for what an mql is.
I was on a panel this week and in that we debated a little bit about is the mql dead?
Is it not and one of the fellow panelists said, well, no, we don't measure our success
on mql's anymore, we measure it on qualified, they actually called it qualified opportunities
and when I pressed her a little bit harder, it's basically the same thing as an mql, they've
just called it something different and that has had an improvement for her.
We do the same thing at Headley, we call them qualified outbound leads, it's a psychological
shift, we're not looking to just rebrand, you know, as marketers, we love to rename something,
we love to repurpose and rename it and rebrand it, but qualified outbound leads set an expectation
to the sales team, A, it's qualified, so it meets the ICP, but B, it's outbound and if
a salesperson hits a word outbound, that's speaking their language, they understand that
it isn't something that's come to them and instead they need to treat it in the same way
as they would, if they were called prospecting, so you position it in the right way, I think
it can be well received, I've seen it with my own clients, they've seen an uplift in
relationship, internal comms and engagement through that shift and that rename, you're absolutely
right, Dasha, you can't go on any social platform without seeing some form of debate about
the mql is dead, what I mean by reputation is exactly that, it's actually really damaging
to the reputation of marketing as a whole, because an mql is a marketing qualified lead
and what we don't always take into account is by tarnishing the name of something and
joining in that debate is actually really damaging for the internal stakeholders' impression
of the marketing department as well, is an interesting one for sure.
You have this idea that as marketers we have to be bilingual, talk about that a little
bit, what do you mean by bilingual in a marketing world?
Yeah, I absolutely do, so I believe marketers have to be bilingual nowadays, what I mean
by that is not other languages, I mean, props to anyone that speaks any other language,
I am terrible, I can just about order a glass of wine in French and I think I can order
a beer in German and that's about it, what I mean when I say marketers need to be bilingual
is internal language, so marketers need to be able to speak finance, they need to be able
to speak stakeholder and C-suite, they need to be able to speak sales in a language in
a way that they can translate marketing achievements, marketing goals, marketing tactics in a way
that the recipient of that information understands, that's the biggest way that I think marketers
can win, what I mean by that is, I mean, there's a great article actually by a gentleman
called Gareth James, he works at a company called Halem and he wrote a piece recently
about, it's actually, it's a really good article, you should definitely check it out.
Well, look at him, the show looks amazing, thank you, it's about how if you are a marketer
and you're going into a budget meeting with finance, how to translate your marketing
budget requests essentially into a language that finance understands, so he talks about
profit and loss, you know, he talks about all of this terminology that finance will understand
and I think internal marketing is one thing, but actually articulating in a way that
the recipient will understand will help you get buy-in, it will also prevent the role
creep, and what I mean by that is, I think everybody listening, everyone I've ever spoken
to in the marketing world has someone in the C-suite or someone in the sales team, someone
in finance that thinks they're a marketer, when it comes to reviewing a budget or the tactics
or whatever it might be, I mean AI is only fast tracked this, and someone actually referred
to it yesterday as a Claude, so Claude audit basically, which is their C-suite using
Claude to audit their marketing, and it's like, oh, I've done a Claude, that's the one
of the threats for us, right, is there's all these AI models that will help non-marketing
folk understand a little bit more about marketing, but certainly not enough that they've done
a degree in it, they've spent years in their career and they've earned their place, and
this role creep comes in all too often, and I think part of that is because as marketers
we over articulate the metrics that matter to marketing, almost as a justification, because
it makes sense to us, but then we find ourselves having to explain more about traffic and more
about all these different measurements and share of search and everything else, and that
doesn't always make sense to someone that hasn't studied it, doesn't live and breathe
it and isn't as passionate about it to you, so what I mean by marketers need to be bilingual
is I think there's two different areas of marketing, there's the operational and tactical elements
which absolutely should be discussed inside of the marketing department, but then there's
the output and the results that should be discussed in a way that the stakeholder understands.
I think that's so true, also show me any other department where a company, everyone outside
of that department is like, I think I could do that job, like I'm not going up to finance
and saying, oh, I could totally, like a model, sign me up, you're right, marketing is
one of those things where someone will just walk by and say, I think I can do that job,
it's harder than it looks, but it's so true, I mean the metrics that I report on to our
leadership team, like in our leadership team meeting are so different than the marketing
metrics that I'm reviewing with our marketing team, those are far more in the weeds than
the ones that I'm, when I talk to the leadership team and I give a Monday update on how we're
doing as a marketing team, I have exclusively talking about, this is how much pipeline
we've driven, because that's really all we care about, like are regenerating enough pipeline
for our AEs to hit their number. And with the marketing team, we care about traffic and
we care about share of search and we care about hand razors, we care about so many metrics,
so I think you're right, like the level of altitude and how much you share. We say, especially
in remote world, like over communicate, over communicate, but I don't think that means
just word vomit every single metric that you're measuring to leadership and expect them
to care or understand how it ties to the overall business, at least not with educating the
teams why those things matter and how they apply to the broader business strategy. So that
makes a ton of sense.
What I would also recommend doing is that cadence. So as I mentioned earlier, great opportunity
to align at the top of the year, you would not believe the amount of marketing people I
spoke to at this event. I went to this week that said that they haven't sat down with
that same group of people since their kickoff in January.
We're getting close to Q4, like we're pretty much in Q4 and the amount that has changed
in the B2B landscape in the last six months, let alone nine months is wild. And if you're
working off of the same definitions criteria, touch points and metrics that you were at
the top of the year, that might be fine for your specific niche and industry, but you've
got to check in on it. You've got to check in on what's going on on the sales side. What
is the pushback? What's the leakage? What's happening? How do we need to refine this criteria
to qualify these leads before I deliver them back over? So the cadence is probably even
more important than the rebrand.
It always surprises me as well when I talk to other teams, how infrequent their communication
is. So I have a few suggestions that people can steal from what we do at our team. Our
team is smaller, I will say. We are a team of about a hundred people in between marketing
and sales where there's probably like 15 of us. And what we do, we have a few rituals
in place to make sure that marketing and sales are working in block step. So the first
thing that we do is I sit in, we have a weekly deal review where we review every deal at
our funnel with the sales team and marketing is an active participant in that. In fact,
when we first started deal review, I actually let it, which I thought was cool. Like you've
got your head of marketing, running deal review and asking reps, like, how's it going?
What do you need help with on the deal? What's the risk on the deal? I played such an active
role in understanding what was happening, where were deals falling apart? What stage were
we struggling with? I no longer lead deal review, which I know.
is fine, but I sit in on it and so do a lot of marketers on the team. The other ritual we have
is a weekly show and tell, which is where a wrap will open up Gong and they'll play a meeting
on 1.25x speed that they've done and we pause to give feedback and ask questions, which is so
important for marketers to be a part of that to see how is the sales team actually talking about
the product? How are they selling it? What objections are they having? Helps inform so much of our
content and then every morning we start with a sales standup and every wrap just says here's
what I'm doing today and by the way like I have a question we're like I'm stuck here all of our
marketers are part of that as well. I think we obviously you know we're a smaller team where
we can have meetings like that but there's a version of that that can be true at every team size
and so we are iterating on our messaging and like how we demo I'm not even joking every single week
every single week we are changing our messaging we're changing something about our strategy
we are not waiting for a kickoff call it feels so natural now that it's kind of wild to me when I hear
like oh we're gonna like revisit what we're doing a quarter from now like why would you wait when
there's probably so much insight that you have that you're sitting on that you're just like you're
just waiting why so that's my little rant I think there's like a lot of rituals that teams can
incorporate to make sure that sales and marketing are talking more often than a sales kickoff once
upon time in January yeah that's such a good example I mean yeah that's such a good example and I
think what you've done inside of your company is you've just normalized communication between the
two departments right so now by you leading that initial one as well it's like oh okay they do
respect marketing they understand where we're coming from they understand okay they're part of the
team and now you blood the lines which is the dream right is that we all worked towards one go and
we can have those conversations and give feedback both ways and it's so helpful because the sales team
when they see marketing as part of the team and granted like I've always positioned marketing
internally like our job is to make the role of the sales team easier whether it's making more of
the market aware that we exist educating people before they show up to talk to sales or you know
doing something along the sales process so I think sales sees marketing as a true partner but
that all sounds great like how does that work in practice just this week someone on our sales team
was like hey Dasha this thing I said on a demo I tried it for the first time it really resonated
you know we already have drafted a blog post addressing that very thing he was saying I didn't
really realize this was like a real value add but I've said it a few times now and it's really
relating like maybe we can do something with that which is great because it's a feedback that
goes both ways and that feedback loop is so important so I think yeah if you make communication
regular and casual like it's just a slack message that's in exchange now not like a formal kickoff
where we're like all buttoned up on a zoom there's so so many benefits to doing that
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this out get some free help that's compound growth marketing dot com slash exit five bye bye I wanted
to ask you I'm sure you've seen a lot of mql definitions are there any of that like really resonate
with you that you think would work like let's say a company listening to this or market or listening
to this their company is struggling to define an mql is there starting point that you suggest like
something that would work for the majority of teens like how individual does it have to be I think
the actual exercise of establishing your mql is applicable regardless of your company size like
if you're a startup if you're one man or one lady band wherever you are in your journey or you're
working for a large enterprise business the exercise of establishing exactly what criteria goes
into your mql should be universal I mean if you're a startup then I'm to a degree slightly
ambiguous because you haven't got the historical legacy information and legacy experiences that you
have to either undo or retrain instead you've got that opportunity to really set those boundaries
and define what success looks like and potentially be more agile flexible with it but it can still
happen inside of large enterprise businesses and everything in between the criteria that I would
look at the first thing I would do is visit your sales data so visit the success stories
and actually speak to those customers as well because there's so much that can be gained like I'm
a big advocate of businesses allowing their marketing people to do market research with their
established relationships you know why do you keep coming back can you remember how you're
originally found us what is something that we do that for you ideal customer is different to
others in the space why haven't we been displaced by a competitor what is it is it the relationship
with your account manager is it the actual product and the solution is it the price point what is
it that keeps you here and also potentially incentivising lapsed accounts as well to get that same
intelligence because if you only know what you're doing well you don't know where you're going wrong
so there's opportunity there as well but if I was building out a framework for an mql definition
I would look initially in that success data interestingly there's a big debate going on that I'm
seeing a lot about at the moment about buyers personas and if you've been in the marketing space
long enough then you remember CEO Colin and finance Fran and the personas that you know like drinking
coffee and they have two dogs and this and the other and all of that irrelevant information
there's a new thing or an emerging thing coming through about synthetic personas and I think
that that's quite an interesting approach I'm certainly not an expert in it I have only started
exploring it this week but I think that's also a really nice place to start so check it out do
some searches on synthetic personas they're head of marketing actually in Amir for Samsung is
talking about it a lot of events at the moment and I think it's a really interesting topic that's
using LLM's to role play your personas and to really get to know your customer and your ICP
but yeah the first place I would start is in that success data how did they get there what can you map
what can you attribute but also remember that not everything is able to be attributed so remember
the dark metrics as well especially where we are right now with AI and AI models and search behavior
and everything else but try and build a picture from your success data and what good looks like
and start there and then look to fine tune it I was going to say I think if you're a marketer and you
have the luxury of sitting on even a year's worth of data but probably more you can use AI to
tell you in reverse engineer what an mql actually means for you and then obviously use your human
judgment to make sure this makes sense and it's looking at all the right data but we're living in a
world where you can use AI to actually tell you in reverse engineer what a success looked like
historically and almost like package it up for you and create those definitions and then get
in a room and pressure test it too but I think that's great everything you're talking about we've
done in practice and it's worked really well for us I'm curious to get your opinion our BDR's
sit on the marketing team someone listening to this is going to be like well what we have BDRs
that report into marketing which has worked really well for us we split our world into two universes
so one marketing is responsible for pipeline generation and sales is responsible for taking that
pipeline that marketing creates and converting it into closed one revenue and it's worked really
well for us and by those two definitions BDR kind of like oh makes sense yeah BDRs help judge
and rate pipeline, they get interested people on the phone
for the sales team to then convert into customers.
But in our CRM, we have everything is just to leave.
And the lead is either totally coal,
which we call identified, like we've identified them
as a lead, or they're aware that we exist,
or they're interested, or they're considering,
or they're selecting.
And so it's kind of like your classic ABM definitions
of like how warm is a contact or company
on their buying journey, and also those levels indicate
what is the value of reaching out, right?
Like the value of reaching out to someone who's interested
or considering is so much higher than someone
who's like, we've just identified them.
And you're gonna do different things
based on where someone is in their journey.
You're not gonna use the exact same strategy for both.
So I think there's so much value
and just spending time defining those things
and building a strategy around outreach for them.
Rather than just treating every single contact
at every single company in the exact same way.
And with AI, we actually have the ability to do that
even with a small team.
But if you have a big team, even better,
you've got more horsepower, more brains to come up
with these definitions and put this all into action.
We spend a lot of time talking about marketing
and sales alignment.
And I wanted to make sure that we talk
about the specific ways to fix sales and marketing alignment
that you felt in practice have actually helped.
Do you wanna kick it off and give us number one?
- Yeah, for sure.
So the first thing that I would say,
there are many ways to build sales and marketing alignment,
but I think three great places to start
or three things that I've seen move the needle the most
or quickest.
The first is get buy-in from the sales leader
for you to create one simple mandatory field
in the sales CRM.
That field has five, six different reasons for rejection.
So if you are providing your sales team
with a marketing lead and they are rejecting it,
it means that they can no longer reject it
without putting it into one of these five or six
different buckets.
Those five or six different buckets
should represent the most common reasons you suspect
for rejection.
For example, we do this at Headley, we have ghosting,
which is a gentle away of saying,
or I think most people know what ghosting is now,
but a gentle away of saying that person's just completely
ignored you.
So with ghosting, we have not right now,
we have no budget, we have gone with a competitor,
and then we have, well, I'd say those are our top four.
We have a couple of other ones,
but they're quite prescriptive for our solution.
So those top four are all indicators of actually
the stage that essentially they're not at the right stage
to speak to sales.
What happens then is our sales team are tasked
with selecting one of those four different reasons.
The marketing team then has workflows
that compete against those or counter argue
against those reasons for rejection.
So ghosting is like a long workflow.
It's a multi-channel approach.
It combines email, social, it trickles them into
all of our programmatic ads, everything else.
My favorite is not right now,
because that does not mean that that person
doesn't want to buy your product.
It doesn't mean you're too expensive.
It doesn't mean they've gone with a competitor
and they've given you intelligence.
It just means something has changed
and they can't commit to working with you right now.
That's the re-nature.
That is the warmest re-nature.
It's for me the highest indicator
for our marketing team to keep providing them
with content resources and everything else.
But also, we have it in our system
that it automatically sets a reminder to the salesperson
to re-engage that contact in three months time.
So we've done some benchmarking
and we see that three months we tend
to book our client's quarter on quarter.
So it sets them a reminder to reconnect,
so it actually repriortizes it back to sales
at the right time, hopefully the right time.
You have the budget one, which again,
lots of budgets change, priorities change.
That's absolutely fine, that's intelligent.
So that goes back into the marketing workflows.
And what happens when you add in a mandatory field,
it makes sales more accountable
for their reason for rejection
and it enables marketing to ask more questions.
So if you have a fractious relationship
and you're not going to be able to get that regular cadence
with the sales team or maybe the sales team is huge
and remote, your remote and your solo marketer,
there's a lot of barriers that are potentially in the way.
If you can convince the sales leader
to put this mandatory field in,
it then brings that, what do we say?
Maybe your rejection rate is 60%.
It brings that 60% down into smaller buckets
that you can then actually do something with
and re-nurture back into a later opportunity for the sales team.
Yeah, I think that's like a note reader
in such a low-lift way.
Sales people are already filling out fields.
What is one more field, especially if it,
I think the reason too,
like if I was positioning to my sales team,
you can already hear the eye rolls, like, oh, one more field.
But the promise is like, look,
this is gonna help me understand why things are not lending
so that I can get you the best leads ever
so that you're not wasting your time.
Your time is valid,
but I want to make sure I'm sending you the right leads.
This is a feedback loop for you.
So yes, I get it, it's one more field.
But this field is actually gonna help me
and my team, like, calibrate
so that we're sending you leads worth your while.
Just before we jump into number two,
we also communicated it to our sales team
that they would retain that lead.
So if marketing are then able to re-engage that lead,
it comes back to the salesperson that rejected it.
So there is that benefit for the salesperson
and it will come back warmer,
it will come back more engaged
and you've already potentially built a rapport with them
if they're not in the ghosters field, right?
So it's not a case of your just helping marketing.
So the perception for sales is more positive
because it's, okay, well, if I give you this feedback,
if I can get you a reason and give you this feedback,
that could be a much lower hanging fruit for me at a later stage.
You're gonna do the nurturing for me.
That worked really, really well for us
and it encouraged that feedback loop.
In the absence or the addition of conversation,
because if it just becomes, well, like your example,
Dasha, you've made your regular cadence
and check in with your sales team a habit
and that field isn't even noticed by our sales team now,
like it's just part of the process
when they're rejecting a lead.
- I love that.
Yeah, I mean, getting to keep the lead
that is a gift to the route,
rather than like having it be round-robin to someone else.
Like you already have the touch point.
The momentum is there, you get to keep it.
I love that.
All right, what's number two?
- So number two is signing a nurture manager.
So I'm not trying to add more responsibilities
to marketing boat.
I know that we're stretched,
we're overworked undervalued, all of the things,
but assigning a nurture manager.
So what I mean by that is you set up the mandatory field,
you set up the process.
Now someone has to re-nurture these leads.
If you make it nobody's responsibility,
then they will just go into a workflow,
whatever cadence you set up for that workflow.
Say it's four emails, set number of impressions,
and then they're done off of that workflow.
If that doesn't re-engage that audience,
then those leads turn into lead leakage,
and they're just throwing away, they're just wasted.
If you assign a nurture manager,
they become part of their responsibility
is to dive into this data.
So it is to evaluate those workflows,
it's to optimize that campaign,
it's to check in with sales as well,
and say, hey, BDRA, I noticed that 40% of your leads
are being rejected because not right now or not the right fit.
Can we dive into those in a bit more detail
and just get a bit more intelligence and insight?
And then maybe they find that actually,
they were just putting them into that bucket,
'cause it was the first one in the list,
and it was convenient for them.
That starts to warp the marketing data right.
So having a nurture manager that is assigned
and responsible for re-engaging this,
what would otherwise just be lead leakage,
can really change the game.
Where my clients have done this,
and where we've done it,
we have seen an uplift in re-engagement.
That has brought our overall cost per lead down,
that has brought the cost per acquisition cost down,
that has also built more of a rapport with sales,
because sometimes an entire marketing department
or a head of marketing,
talking to BDRs, talking to the sales team,
talking to the AEDs,
especially if you've already got that friction
in your relationship,
it can create a lot of push and pull.
Whereas if you have someone that is accountable
for this part of it,
and they start getting wins in for sales,
and these leads are coming back around again,
we've done some tweaking here,
some optimization there.
Maybe create some specific content
for these four, five, six rejection reasons.
That's a win for marketing,
and overall it's a win for sales,
it's a win for the overall revenue
and the overall business.
- Who is this person in the marketing org?
Is this a new hire,
or is this an additional kind of hat
that a marketer starts to wear?
- I don't think it has to be an additional hire.
It depends on the size and scale of your marketing team,
of course, if you are a one man or one woman band,
and you are already really stretched,
then maybe work with AI a little bit
to build out some of the workflows,
to build out that side of things,
that can be a real assist and a real help.
If you are able to make a hire,
then absolutely this is a great hire,
but I would be expecting them to do a lot more
than just nurture the lead leakage.
So I think it's an additional responsibility,
but I think it is a worthwhile investment of time,
because you only have to look at benchmark reports.
I'm not going to quote them off the top of my head,
but if you look at benchmark reports
when it comes to lead leakage,
it's the lowest hanging fruit,
and there is such a wastage.
That individual, if it was an additional hire,
could also focus on legacy data within your CRM,
re-engaging that.
We work with clients that only focus on net new contacts
and net new accounts.
Some of those clients are the largest enterprise businesses
in the world.
There are only so many net new companies and accounts
that don't already know and aren't already in the CRM.
of X enterprise company. So what are they doing with that data? How many people are actually mining that data, nurturing it, re-engaging it,
reprofiling it, they're sitting on an awful lot of data and I think every marketing department, every CRM is sitting on so much data.
You only have to have a subscription with a CRM system to see just how much data you're sitting on and how much that data is actually just sat there stagnant, not moving, and probably not even in a workflow.
So if it is an additional role, then I would be giving them the responsibility of being the nurture manager,
but that expands to more than just lead rejection and instead it's focusing on legacy data and cross cell up cell, the low hanging fruit in the B2B space.
Yeah, no, that makes sense. I'm just thinking it aloud. If it's me, I think I'm having a hard time in general like getting head count approved.
Based on what you're describing, if it were me, I would probably just create a claw agent inside of Slack, get up to HubSpot, which is our CRM,
and then have it run a weekly cadence where it's looking at the reasons, tagging the rep responsible and just asking the questions.
We've set up similar agents inside of our Slack for like sales competitions. It's so easy to set up.
I do think you have to be a clawed admin to do exactly what I'm describing with clawed tag, but what you're describing sounds like a great role for an agent to roll up to a human to review.
And so the work of collecting the data, adding in the data, looking through it, you can 100% delegate that to AI, but then just have like a human oversee it.
And it sounds like a big responsibility and it is, but I don't think it has to come with like a lot of demand on someone's time to actually run something like that.
I'm taking that back to the team. I'm going to do that.
Well, before we jump into number three, I think that is a great idea. And I think it is.
There are so many different places for AI inside of the business, right? And there's so many different ways that it can be used and leveraged as an assist.
And I think one of my favorite ways is something like that. So it is.
Okay, well, I'm going to need to sense check this. Of course, anything AI should be sense checked.
But the data exists is already there. This is already happening. They're already being rejected. I've set up the mandatory field. All I need to do is get some more action happening around that particular account, those contacts.
And AI is, yeah, I think I'm excited to hear how you get on with it inside of your company.
I'll circle back. Maybe I'll do like a LinkedIn most on it. But yeah, I think it's like a no brainer. I'm delegating a lot of like number crunching and data analysis that lives inside of our CRM to AI and having an agent roll it up to me.
Just things that I always kind of knew in the back of my mind would be helpful to look at, but didn't have the time to collect is now just being pushed out to me. It's great.
Okay, round us out with the third thing. I'm excited to chat about this one. Tell me about it. The third thing I would say is basically find your friend.
And what I mean by that is building sales and marketing alignment is like, okay, my job apartments are so far apart. Right.
This is just an example. But if you're sat there thinking, my departments are so far apart. We're so disconnected. I'm just one marketer in a band of many marketers. We all feel the same, but the sales people aren't listening.
We've got all of this traditional and legacy team and they sell in a certain way. We can't influence that marketing is way down the hierarchy. I can't do this.
I'm here to tell you you can you can do it in small tiny pieces. So and this is actually the same if you are a small team and you have great harmony as well, but find your person.
So what I'd recommend in any of this is find an SDR or a BDR and I love the BDR's feed into your marketing department. I think that is so smart and it makes total sense. If your business is set up in the way that you explained dasha, then it makes total sense for them to sit on that side. It's like the pre and post is the before and after and it just makes sense.
But I think a lot of businesses don't have the opportunity to set that up. So I would say find your friend find an SDR find a BDR speak to the sales manager and say I want to run a pilot with this individual for three months, six months.
Look at your sales cycle. See how long that is take that into account in the time frame that you're suggesting that you run this pilot for as you probably should with most activity, especially if we're talking about pipeline and things like that.
But work with that individual to support them. So build an ally. Basically, you know, we're here. We're marketing. I'm a marketing person. You're a BDR.
What's going on when you're making these calls, who are you speaking to and build that and invest that time in that individual explain the content that you've got the resources.
Not just send them an email with the SDR enablement piece and say his piece of content because somebody asked for it. Instead it somebody comes through to you because they've engaged with this piece of content. This is what it was written for and this is what it indicates stage that they're at what they're researching and why what their pain points might be really build that relationship with them.
If they're having a call, ask them if you can either shadow, if you can't shadow, can you watch it back? Can it be recorded? Can you have the transcript? If nothing else, but show them along the way why letting you in helps them in turn because they're starting to get richer data or they're getting.
You know, you might add in a profile in question into one of the campaigns that you're currently running to build intelligence about the stage of that lead and then you're going to articulate that to that individual and explain it.
Treat them as a really close colleague and as a friend and as an ally, it's only going to take that individual starting to get success, starting to book more meetings, whatever metric they are held accountable for.
The AE then praises that BDR SDR because they're getting richer prospects coming through and suddenly the SDR goes, well, I've been running this trial with or this partnership with marketing and this is how they help me.
You're then going to have a seat at the table because the sales manager is going to go, okay, well, how do we turn this up?
So if you can pilot it, find your friend, pilot all of the nurture, all of the support, the ideal sales and marketing alignment with that individual.
It's only going to take a couple of really positive outcomes for that to then, you know, the other at BDRs or want a piece of it, the AE's will then want a piece of it and then that friction starts to break down a little bit.
They all have thought every marketer needs an SDR bestie or a BDR bestie, whatever you call it at your company, they're also on the front lines, you can learn so much by being close to the BDRs.
That's another reason I love having them report into marketing is because they're hearing the objections, the real objections on cold calls so much earlier than the rest of the company and they're having a volume of conversations.
No one else is having so, so helpful, I love that tip for a I can talk to you all day, I think you're navigating in a world that is so interesting like sales and marketing, I think it's a tail as old as time like there's always going to be a healthy amount of friction there.
And yeah, I mean, there's like so many different tangents I wanted to go on during this conversation if people want more Freya, where can they find you? What's the best place to link up with you in your company?
Yeah, of course, so you can find me on LinkedIn, I'm super active on LinkedIn, so just search up Freya Ward, I'm the associate managing director at Headley Media.
And if you want to check out the company and the work that we're doing, then look up Headley Media, which is H-E-A-D-L-E-Y media.
And you'll find everything about us, we also run a podcast, which is called B2B marketers off the record, which is all about honest conversations with B2B marketers talking about shifts in buying behaviors.
It's not very tactical, but it's more so opinion based and experience based, so you can check us out there as well.
Awesome, thank you so much for coming on the show Freya, this was a lovely, lovely chat.
Thank you so much for having me, it's been a real pleasure.
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Podcast Summary
Key Points:
Optimizely’s AI agent platform is specifically designed for B2B marketers, offering pre-built marketing use cases and virtual teammates that learn over time to support campaigns and optimize websites.
Webflow enables B2B marketing teams to build custom, AI-search-optimized websites that become the first point of contact for AI agents, ensuring visibility in AI-driven buyer journeys.
Sales and marketing alignment is critical, and the term "MQL" has a negative reputation due to inconsistent definitions and poor sales team engagement, leading to distrust and inefficiency.
A better approach is to reframe "MQL" as "qualified outbound leads," which sets clearer expectations and improves internal communication and sales team buy-in.
Marketers must become "bilingual"—able to speak the language of sales, finance, and stakeholders—to build trust, gain buy-in, and avoid role creep.
Weekly rituals like deal reviews, sales standups, and show-and-tell meetings foster ongoing collaboration and mutual understanding between marketing and sales teams.
Implementing a mandatory rejection field in the CRM (e.g., for ghosting, budget issues) helps sales justify rejections and enables marketing to re-engage leads with targeted nurturing.
Assigning a nurture manager or using AI agents to oversee lead re-engagement significantly reduces lead leakage, improves conversion rates, and strengthens cross-departmental trust.
Summary:
The episode explores key challenges and solutions in B2B marketing, focusing on AI integration and sales-marketing alignment. Optimizely and Webflow are highlighted as platforms that empower marketers with AI-driven tools—specifically designed for B2B operations—allowing for smarter lead generation, content optimization, and automated workflows. A central theme is the need to redefine outdated concepts like the MQL, proposing "qualified outbound leads" as a more constructive and actionable term to rebuild trust between marketing and sales.
Freya Ward, a marketer turned sales professional, emphasizes the importance of bilingual marketing communication, regular cross-functional rituals, and deep collaboration to bridge gaps. She recommends practical tactics such as implementing a mandatory rejection field in CRM systems, assigning a nurture manager, and partnering with a single BDR to build trust and mutual understanding. These strategies reduce lead leakage, improve sales team accountability, and create a feedback loop that enhances both departments’ performance.
The discussion underscores that alignment is not about perfection but about consistent, low-effort, high-impact practices that foster transparency and shared success.
FAQs
AI agents are digital teammates that can learn over time, join meetings, and automate tasks like campaign support and website optimization. For B2B marketers, they save time on repetitive work, allowing more focus on strategic thinking and creative marketing.
Webflow enables marketers to build fully custom websites optimized for AI search. These sites are the first point of contact for AI agents, helping companies appear in AI-driven buyer conversations and gain visibility before sales calls or demos.
The 'qualified outbound lead' is a rebranded term for marketing-qualified leads that emphasizes they are outbound and meet the ideal customer profile. It improves alignment with sales by clearly signaling that leads are qualified and not just incoming, reducing friction and improving trust.
Marketers can build alignment by implementing a mandatory rejection reason field in the CRM, assigning a nurture manager to re-engage leads, and forming a close partnership with a BDR or SDR to share real-time insights and co-develop strategies.
A nurture manager ensures leads rejected by sales are properly re-engaged, reducing lead leakage, improving conversion rates, and building stronger relationships with sales teams through targeted content and follow-up strategies.
Yes, AI can automate data analysis, identify rejection reasons, and flag leads for re-engagement. This allows marketers to focus on strategic insights while AI handles data collection, making the process faster and more actionable.
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