Refine Labs has changed the course of B2B marketing over the past few years.

Challenging conventions on attribution and funnel tracking and championing new ways of generating demand, this agency has broken pretty much every mold and driven the conversation and debate.

Today we're joined by SVP of Marketing Sidney Waterfall, who produces much of the Refine Labs IP and brings together both deep demand gen and RevOps expertise. In this in-depth discussion we unpack the nitty-gritty of the Refine Labs methodology.

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About Today's Guest

Sidney Waterfall is SVP of Marketing at Refine Labs, with responsibility for GTM strategy, demand generation, product marketing, product strategy, and ultimately driving revenue for Refine Labs services and products.

https://www.linkedin.com/in/sidneywaterfall/

Key Topics

[00:00] - Introduction
[01:02] - Sidney's background and how she joined Refine Labs.
[02:25] - Issues in B2B marketing today. Many people still running a lead gen approach. Lack of focus on data structure and operations, although macroeconomic conditions forcing people to become more data driven.
[05:19] - Defining terms - lead gen, demand gen, demand capture, demand conversion.
[07:47] - More companies implementing this approach in recent years. But some still struggle with making the transition. How Refine Labs helps companies make that strategic shift. First step is accepting that buyer behavior has changed. Requires deep alignment at the leadership level. Changing measurement and KPIs, from lead generation to higher intent pipeline. This provokes terror in some. Overcoming objections. Indicators to look at.
[15:22] - What it means to run a demand creation campaign and how to do it. You don't need a huge evangelist in your company. Only 20-25% of Refine Labs clients have that. It starts with the content that's on your high-value product and solutions pages. This gives the campaign strategy or angle. You take that and package it for both paid and organic. This content communicates problem awareness. You can also work with content teams, take assets like blog posts and repackage them for social. Distribute it in a buyer-centric way - un-gated, designed for the platform, unique. You need some offer in the middle, like a podcast or live event series, that people can engage with.
[20:35] - Whether this approach can work for everyone. It requires a basic repeatable sales process and the ability to talk to prospects. If you don't know how to convert a buyer when they are in a sales cycle, you won't know how to create demand.
[22:13] - The role of ops in a demand creation GTM strategy. Ops is pivotal. There's a strategic side and a tactical side. If ops is a strategic function in your org, you will have a powerhouse org. They need to offer not just data but insights - that's the step up there. Justin notes that ops leaders need to be revenue leaders in their own right, not just in service of others.
[28:13] - How to configure systems for attribution. First step is standardized UTM values. Important to track session-based UTMs - so first touch but also tracking UTMs for each session that results in a conversion. A conversion is anytime your sales team is...

Going Deep Into the Refine Labs Methodology - Sidney Waterfall

RevOps FM

Going Deep Into the Refine Labs Methodology - Sidney Waterfall