Master Your Up-Market Strategy Like A Unify PMM

21 Jul 2026 · 1 h 5 min · 29 chapters

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In short

How to move up-market by identifying enterprise “signals” inside your existing customer base and turning them into a repeatable go-to-market motion (research, refine messaging, ready marketing/sales/CX, report results).

Guest

Quinton Smith, two-time founding PMM; founding PMM at Captivate IQ (built PMM during hypergrowth); currently product marketing lead at Unify (AI-native go-to-market strategy). Background includes ~decade in PMM/sales enablement across enterprise and sub-100-person AI startups.

Key claims

Enterprise buyers care about different stakeholders and narratives than SMB/mid-market; win-loss + qualitative interviews + deal data reveal wedges; messaging should be reframed from “make my job easier” to C-suite/strategic ROI (e.g., incentives as a strategic lever); focus on sub-industries, incumbent solutions, and above-the-line personas.

Notable examples

Captivate IQ commission platform (displacing spreadsheets) and sales performance management expansion; enterprise wins like Stifel, Stripe, Datadog, Raymond James Canada; campaigns for medical devices and banking; outcome: doubled enterprise ARR within a year.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Journey from Twilio to Unify

0:45 to 4:30

Elle shares a story about her experience at Twilio and the importance of product marketing managers in scaling enterprise deals.

“So it was back when I was working at Twilio and our portfolio was one of the newer ones to the business.”

Introducing Quinton Smith

4:30 to 8:50

Elle introduces guest Quinton Smith and discusses his experience and the case study from Captivate IQ.

“Okay, so you are currently at Unify, and I want to come back to Unify and your time there.”

Captivate IQ's Growth Challenge

8:50 to 13:20

Quinton explains the situation at Captivate IQ and the company’s transition to targeting enterprise buyers.

“And we're just like, as I think you just get like shiny object syndrome in a company when you see like, oh, my God, like we've been selling, you know, 30K AR deals and we just sold the 200K.”

The Importance of Win-Loss Analysis

13:20 to 14:00

Discussion on the value of a solid win-loss program and how it informs strategy.

“So that's where we really started on that front.”

The Value of Pre-AI Strategies

14:00 to 14:42

Discusses the importance of traditional strategies before AI tools became prevalent.

“So while I'm not discouraging using AI, especially for synthesizing information and analyzing a lot of stuff really quickly, I'm not saying don't do that.”

Using Win-Loss Analysis

14:42 to 15:20

Explains how win-loss analysis can help product marketing managers establish their value within an organization.

“And, like, to the win-loss point, like, it's a great way to, like, you know, PMM, I think, struggles oftentimes.”

Identifying Market Trends

15:20 to 17:26

Covers trends identified from win-loss analysis, focusing on specific industries and customer signals.

“on how you're going to spend your time and how it's going to be valuable and all the good stuff.”

Understanding Buyer Personas

17:26 to 19:17

Discusses the importance of recognizing buyer personas in the sales process and their impact on engagement.

“Persona looking at like, hey, who's actually leading these evaluations?”

Navigating the Buy Team Dynamics

19:17 to 21:02

Explains the complexities of engaging the full buy team in enterprise sales and the need for strategic narratives.

“You're always going to get like clawbacks or like complaints, inquiries from your sellers who don't understand the comps.”

Crafting Effective Messaging

21:02 to 23:32

Details how to create messaging that resonates with both champions and executives within organizations.

“got super focused and clear on the full buy team for the enterprise segment and each persona for that buy team.”
Show all 29 chapters

Implementing Go-To-Market Strategies

23:32 to 27:24

Describes the execution of marketing strategies following the development of new messaging, including campaigns and sales alignment.

“us or this trend is not good for us we should revise our comp plans to support like what makes more sense for the business.”

Achieving Significant ARR Growth

27:24 to 28:00

Highlights the achievement of doubling enterprise ARR through strategic changes and analysis.

“We had like logos like Stifle, Stripe, Datadog.”

Unlocking Insights from Existing Customers

28:00 to 28:52

Learn how to leverage existing customer data for enterprise strategies.

“And here's the biggest takeaway for me is your super valuable insight was hiding inside your existing customer base.”

The Four R's Framework

28:52 to 30:24

Discover the four steps in the playbook for effective market positioning.

“if I wanted to try to mimic your success?”

Deep Dive into the Research Phase

30:24 to 33:19

Understand how to conduct both qualitative and quantitative research effectively.

“So basically these are your, this is your playbook, right?”

Refining Research Findings

33:19 to 35:54

Learn how to analyze and present your research findings for effective strategy.

“So if I've done step one, I've done my research.”

The Power of Messaging Workshops

35:54 to 37:33

Messaging workshops are essential for aligning stakeholder buy-in and refining strategies.

“can be really helpful so i love it i love it i'm gonna um i'm gonna call out a few a few things because the refine step is loaded.”

Getting Buy-In for Messaging

37:33 to 41:30

Explore strategies for securing executive support for your messaging.

“His case study is actually he works at a company called HIMS for a little bit.”

Preparing Your Team for Market Success

41:30 to 42:00

Understand the critical steps in enabling your team for successful market engagement.

“Like that continues to validate your work.”

Step Three: Ready - Preparing for Market Execution

42:00 to 45:00

Learn how to align marketing, sales, and customer success for effective market entry.

“And like some of this is like enablement.”

Step Four: Report - Evaluating Performance

45:00 to 46:20

Understand the importance of performance evaluation across marketing and sales channels.

“step are marketing, sales, and customer success or slash support teams makes perfect sense.”

The Role of AI in Marketing Analysis

46:20 to 49:20

Explore how AI enhances data analysis and decision-making in product marketing.

“I like all the different like angles that you're looking at for reporting too.”

Adapting Playbooks for Startups

49:20 to 53:00

Discover how to adapt existing marketing strategies in a startup environment.

“What parts of this playbook are you using for Unify and anything you'd like change or swap out?”

Advice for Product Marketing Managers

53:00 to 56:00

Get insights on transitioning to up-market strategies and the importance of flexibility.

“This is such a helpful playbook and perspective.”

Analyzing Profound's Messaging

56:00 to 57:58

Learn how Profound effectively communicates its role in marketing with clarity.

“So who profound sells to as partially they're like creating their own new roles.”

Opportunities for Improvement

57:58 to 1:00:06

Discover areas where Profound can enhance its branding and market presence.

“They are doing that in a way that's very just like, Hey, this is exclusively what we do.”

The Role of Education in Marketing

1:00:06 to 1:03:09

Understand the importance of educating the market on new tools and practices.

“I think like a thing that would probably be interesting to understand.”

Mentorship in Product Marketing

1:03:09 to 1:04:21

Explore the significance of mentorship and learning from experienced PMMs.

“But the one I'll give a shout out to, there's so many great ones in my life.”

Connecting with Quentin

1:04:21 to 1:04:52

Find out how to connect with Quentin for further insights and discussions.

“It's so good to have those mentors and coaches who are like in the data with you and like kind of coaching on how to look at it and view it.”
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Transcript

Automatic transcript. May contain errors.

0:02Hi, friends. Welcome to Product Marketing Adventures, the only show that takes you beyond theory and into the real execution of product marketing. My name is Elle Grossenbacher, your trusted guide and host of this show. In each episode, I bring in expert product marketers to co-host two segments of this show. First, a case study example of their work, followed by a messaging critique for companies we admire. So if you're a PMM looking for practical guidance and inspiration, you're in the right place. Are you ready? Let's go.

0:41I have to start today with a brief story. So it was back when I was working at Twilio and our portfolio was one of the newer ones to the business. We operated kind of like a startup within a larger organization. We had this big deal close, right? And it was one of the first massive enterprise deals that we got. And of course, the sales leadership is excited and the executive team is excited and we're all celebrating. And then someone said something like, we need to get more of these deals, more like this one. I remember that moment so vividly. And I bet there are other PMMs out there who have been in similar situations because it always falls on PMMs to help create the strategy and messaging to get there.

1:24All B2B companies out there have been here at some point in time where they've had success in SMB or mid-market, and then they start looking up market. But moving up market isn't as simple as just selling to bigger companies. Enterprise buyers often care about different things. They have different stakeholders involved, and the messaging that helped you win those earlier customers may not resonate with the people who are signing the larger contracts. So today's episode is about how to identify those signals and turn them into a repeatable go-to-market motion. And I could not think of a better person to have this conversation with than Quinton Smith.

2:01Quinton is a two-time founding PMM who has spent his career helping high-growth startups figure out how to turn those early traction deals into scalable growth. He was the founding PMM at Captivate IQ, helping build the product marketing function during a period of hyper growth. And today serves as the product marketing lead at Unify, where he's helping shape the go-to-market strategy for one of the fastest growing AI native companies in go-to-market. Today's case study actually comes from Quentin's time at Captivate IQ. During a period of rapid growth, the company started seeing signs that enterprise buyers were getting outsized value from the product.

2:40So the challenge was figuring out whether those wins were isolated successes or if it was the beginning of something much larger. So Quinton helped uncover those patterns behind those deals, reshape the messaging all around the executive buyers, and built the playbooks, enablement, and campaigns that ultimately doubled enterprise ARR within a year. Quinton, it is amazing to have you on the show. Thanks so much for having me. I've been following the show. You've had some amazing speakers on, so really grateful to be here. And Just a little additional on myself. So as you kind of mentioned, I've been in product marketing or sales enablement role for almost a decade now.

3:19So I've seen a lot of different things there, all of the ins and outs of it across multiple different companies, more enterprise-y all the way down to now a under 100-place startup in AI. So I've seen it on all fronts, but really passionate about PMM. Super excited to be here and really passionate about how PMM relates such a critical middle role in a company between what you're building and how you're selling it. So really excited to talk about all that today. I love that. So just as a sneak preview for some of our guests, not only will we talk about this awesome case study, but just given, Quentin, your unique background and places you've served, I'm going to try to also cover just the experience of being a founding PMM and then also being a founding PMM at an AI native company where that is such a buzzword in and of itself.

4:13And there is such a mixture of hope and excitement and maybe a little bit of distrust with all this AI talk. So I want to try to squeeze all that into this conversation as well. Awesome. So without further ado, let's dive right in. Okay, so you are currently at Unify, and I want to come back to Unify and your time there. But today's case study is actually about another startup you worked at, and that was Captivate IQ. So give us a quick summary for those who may not know, what is Captivate IQ? What's kind of the main service offering? Awesome. Yeah. So when I joined, or at the time I joined, as simple as possible, Captiv.iQ was commissioned software.

4:54So what it did was commission is obviously like often a back office function for like incentives. So paying out your sellers based on how they perform, often run in spreadsheets, but can be highly inaccurate and also can be like a strategic driver for your business. So it's a really important function that is often overlooked and no great tools for it. So Capture IQ was one of the fastest growing in that displacing spreadsheets and really bringing on a lot of startup early stage brands to their commission platform. So now they've even branched further into the sales planning world and into this broader category of sales performance management for folks familiar with that space.

5:33But yeah, that's really what Capture IQ is. I love that. And it's very helpful as we start to think about what this case study is going to look like, because I imagine we're going to get into your particular persona and, you know, what things were resonating with, you know, mid-market versus up-market segments. So, okay. Now thinking more closely on Captivate IQ, tell us more about what the situation was like, you know, when you started there. Obviously we're talking about moving up market, but maybe like right before that became a priority, what was going on and what led to that? So a little bit about my background.

6:14So when I joined Catron IQ, I was hired as the founding PMM. I believe it was the fourth person on the marketing team. And they were just seeing a ton of success. I came in right before the Series C. They were going to raise$100 million and just over a billion dollar valuation. So unicorn status, you know, had the New York Stock Exchange billboard, like really exciting moment for the company. and really that like critical like juncture in growth, right? Where they've seen a ton of traction with kind of lookalike hot startups in the SaaS space at the time. I think this was a 2021, I want to say at the time, but just a lot of like they had folks like Gong, who was like a fast growing up and coming SaaS player that they'd had from the beginning and similar type like these smaller but really hyper growth SaaS companies that they'd grown with, seen success.

7:03Kind of like go-to-market darlings, you know? Like that space was like getting really hot, I feel like, in that time. It's still actually a very attractive space to be in. A hundred percent. So they were like one of the hot players at the time who was kind of working with other folks at similar stage and seeing a lot of success as they grew out their go-to-market organization and naturally needed to stand up at scale commissions planned really quickly. So that was proving out really well, selling a lot. But as they were maturing into this really established more mid-market and kind of cross the chasm, like classically moving to those large-scale buyers, they were looking to really build out a more robust both marketing function, sales function, and really just across the business.

7:43So that was really the point at which I came in and kind of that strategic juncture for the business. Yeah. Okay. So the company's at this really exciting moment and it was both of natural progression for the company, but there were also a lot of market signals that there was appetite that maybe started and just easier to capture in this mid-market and SMB segment. But you start to see signals that, okay, now enterprises are catching on. It's so funny. I feel like enterprises, while they have the biggest budgets and biggest teams, they're actually sometimes slower to pick up on the innovations, right?

8:25So what was actually then going on? Like, what was the actual business challenge that you personally became tasked with then? Yeah. So, and it was funny. We'd obviously, in addition to some of the traction we're seeing, like there were a few logos that had come through the door that were like, oh, wow, we're actually unlocking value for this really large scale company. Like whether that be in SaaS or in some of the like adjacent more like tech forward companies and non SaaS industries. And we're just like, as I think you just get like shiny object syndrome in a company when you see like, oh, my God, like we've been selling, you know, 30K AR deals and we just sold the 200K.

9:04what if we just sold 10 of these and we can meet our all these different things so the business starts to get really uh you know everyone gets a little bit not distracted but the uh opportunistic when that shows up naturally so uh when that started happening and we like even identified like early on that that was like there was some like a key proponent of our product was that we're like highly flexible we're almost similar to a spreadsheet where you could really build anything and that was like highly valuable for enterprises on the space so like that was another thing that We're like, okay, there's probably something like there's probably something here that we could lean into.

9:38But it wasn't necessarily like, okay, like intentional move up market. It was more like, okay, how do we replicate these like three 200K deals or like this 600K deal? We almost won like last year. We thought that loved us, but just we didn't have this one feature and really like turn this into like, what if we put intentional dollars, effort, like marketing, focus, enablement all towards this thing and sprint at this? and what could happen. So that was really the task at hand is like, hey, can we like make this repeatable and like actually go find more of these? So that was, that's where I love that.

10:13I want to double click on something you said. You mentioned a lot of things, but one of the things in your list that you mentioned, and in addition to obviously like resources, but focus on something like this. And the reason why I know that sounds really trite, but the reason why I want to double click on this is because I have seen, as you pointed out, organizations get really excited about chasing the shiny object, but you're still trying to maintain everything else. And when, especially for a startup, when you're spread too thin like that, you lose focus. So it sounds like you were very intentional, very intentional about no, no, no, this is the strategy we're going to try to make repeatable.

10:59So let's go after that. So where did you start, I guess, with all that? What's kind of the first thing that you did? Yeah, that's such a like, good observation. I think that's so easy to get like, distracted. And it needs to be like intentionality in that like push, it can't be like an outlier thing where like, Oh, you know, three months later, this customer is churning, because we realized we weren't cut out for this, right? Like that was not we're like, seeing out of the gates and i think like that would have been like a full mistake if that had had been the case and like that's often times probably what happens like some companies and just products are really well fit and can like achieve like massive scale selling to smbs and being this really user forward self-serve like fast uh lower arr companies so at the time like we were looking into that but like what was like those first steps we took one fortunate thing that we had is like we had already a really as our PMM team we had a strong win-loss motion setup which if for any of the PMMs listening like win-loss can be one of the most strategic and valuable programs you can build out at any company like the insights you get from them I think like the challenge with win-loss is like it feels like like a nice to have oftentimes where it's just like this you know and it's not on fire right it's just like a thing you could add is like it's like a vitamin versus like like a painkiller you know with the business but it has such a strategic impact when it's done right we really like invested in that early so we're able to like use not only that program which gives you a lot of like qualitative insights from like these 30 minute interviews that we'd had with a one-off sales one-off with the close one and close last champions that we talked to in addition to that we're running like and this was pre like real like strong AI or like wide AI adoption.

12:47So I was building like pivot tables and spreadsheets of like, okay, for all of our closed one or closed loss, like for the deals we won in enterprise, what industry were they in? Which personas were we winning with? Which incumbent solutions were they on? And kind of looking at these splices of the market and seeing, oh, okay, where are there like wedges or like things that were like, oh, this is like a unique insight. That's surprising. Like this is like very unique based on like goes against what we like had previously understood or like how we have sold historically. So that really allowed us to like really start devising a strategy based on like those insights were in like turning over rocks with those like qual quant analysis in advance of this, which can like really guide the strategy.

13:27So that's where we really started on that front. I love that. I have to echo the value in a good win-loss program. That is where we have unlocked so many unique opportunities at multiple organizations that I personally have worked at. And I know we're going to talk about AI. I know we're going to talk about it. But I just have to say really quickly, there is some value in not outsourcing everything of every part of your analysis to AI. because there are things that you as your human judgment is stronger at discerning than a bot, basically. So while I'm not discouraging using AI, especially for synthesizing information and analyzing a lot of stuff really quickly, I'm not saying don't do that.

14:19That's also valuable. But what you did was pre-AI, and that's pretty impressive. Yeah, I know. I can't wait to tell that to my kids one day. Right. Yeah. Kids these days. Oh, I actually did this stuff before. Like, you used to have this thing called a spreadsheet, you know? I'm like, all these different things. So, I mean, it's crazy to even think about these things. But regardless, couldn't agree more. And, like, to the win-loss point, like, it's a great way to, like, you know, PMM, I think, struggles oftentimes. And I've had the same struggle with myself, like, earning your seat at the table and, like, having, like, the strategic viewpoint in an organization versus, like, being more of, like, a marketer.

14:56or kind of like there's no means like enablement. There's all these different things. So win-loss is a great way to like make that more established. Absolutely. It's such a good place to start too. Like if you, I've heard a lot of PMMs want to do voice of customer research and, you know, maybe they don't know what kind of topic they should choose. Always just start with win-loss. It's the lowest hanging fruit. It's easiest to get, you know, buy-in from stakeholders on how you're going to spend your time and how it's going to be valuable and all the good stuff. So, you know, love to echo that. Okay.

15:29So when you started to look at some of the data from some of your win-loss analysis, what like started to emerge in terms of trends and like, you know, tell me more about the signals you were seeing with some of that data. Yeah, I think like there were a few things that really came to mind or like really popped out when we looked at it. I think the first thing is like, and this is like natural as you move up market but the world isn't just software companies like that you're not like they're the only companies that you can sell to we started seeing like really strong extraction in like and you can look at the surface level it's like oh manufacturing and financial services but those like have the largest tam so like you're naturally going to see more traction and deals in those but when we like double click it's like okay within there's this like sub-industries of like medical devices and banking were ones that we actually were knocking down on my customers with so like by kind of understand a little further there, like there's more nuance in the leash and you can get a lot more specific in your campaigns for like sub industries versus like, Hey, like we are, you know, commissions for manufacturing companies.

16:35And like, that doesn't change if you're, you know, building tractors versus, you know, like plastic, like soap bottles or whatever it is. So, uh, I think that was a really valuable insight. The second was like incumbent solutions. So like, Hey, no matter what, and we should always be trying to in like conversational intelligence it's because it's so easy today, but like tracking what solutions that companies are on is so valuable to understand like, oh, what are the pains they're seeing? Like, how can we replace them? Why? And like, we identified like one specific software that like a legacy was making folks go through a migration and everyone was hating it and like forced to change anyway and re-implement.

17:10And that was like a really big driver of a lot of like both one deals and just at least like inbound for us. So that was another one where I was like, okay, we should be like targeting campaigns at all of these customers of that solution today. And then the third one, I think, oh, the persona piece. Yeah. Persona looking at like, hey, who's actually leading these evaluations? This just feels like an obvious insight. But when we had a leader in the above the line persona, so more of a senior persona in the room, whether it was a head of finance, VP, FP &A, accounting, or even a sales leader, that allowed us or even ops more rarely.

17:50But when they were in the room versus having your sales compensation manager or your sales commission, the analyst, who naturally was really into making this job a lot easier than before. But like what they cared about above the line was just completely different. Like they didn't mind like a CFO or a VP of finance didn't mind that like commissions was like difficult. That wasn't really like compelling. So I think of a new narrative that didn't just resonate with the persona because they just weren't didn't have organizational sway. So, yeah. Oh, I love that insight. That's really helpful. Okay.

18:24So there's a collection of signals that you picked up on that were more unique to your enterprise segment. as you started to dig in to some of this data. So now tell me a little bit more about, you know, maybe like the biggest things that you learned about like the actual buyers behind some of this. You started to tell me a little bit more with the personas. Is there more to the story there? Yeah. One of the things like on that persona front, like we have, you know, sales commission, analysts, sales comp, like they're oftentimes really focused on just like getting this out on time it's a grueling brutal role for any of my any out there any listening but uh sales comp analysts out there like it's a really and it's a really grueling role where you're having to sprint at the end of the month or right after end of month to get commissions payments out in a very short amount of time aggregate all the data that's come down making sure that salesforce data is correct our salesforce crm data is in the right place turn that into your commissioned outputs based on your plans and issue those out, make sure they're accurate.

19:31You're always going to get like clawbacks or like complaints, inquiries from your sellers who don't understand the comps. So they're, you're just like up against it. And like you only, like the only time you're really like organizationally like called out is when something goes wrong, which is a tough position to be in. And what we found is those, again, those personas, like we'd really like had success with those early on and like they exist in these roles, but they weren't really driving, we're getting a lot of inbound, but they weren't driving the deals forward. They were going to be on board no matter what.

19:59But how do we convince like the folks above them to say like, hey, this is a organizational strategic challenge that your business is having of like, hey, your reps aren't getting paid on time or like their reps are like leaving the company because their comp plan doesn't stack up with like how others in the industry and stuff like that. Like that is really compelling. And like your incentive structure could actually be optimized to drive towards the new business initiative that you have, like selling this new product, adding services, like breaking into a new industry. Like if you're really thoughtful about commissions and incentives, like you, that can be a strategic advantage for a go-to-market organization.

20:35So we wanted to really lead with a narrative that more aligned with that messaging rather than the messaging that's like, oh, like we'll just make your job easier and get these commissions out on time. So. Okay. So what I love that it sounds like you did here is you looked at the whole buy team. right through this big analysis that you did. Maybe it started with a win-loss, but you had all these other supplemental and additive data sources that you were looking at. But you ultimately got super focused and clear on the full buy team for the enterprise segment and each persona for that buy team.

21:12And this is something that I think is so hard to do is you get really good at like the champion, right? The person, the persona for whom the product was built. And for you, you talked about like an incentives analyst or something like that, a compensation manager, something like that, right? But swap that out with whatever. This could be in any business, for any product. But what I think is the really hard part for a PMM is to take the narrative that was so beautifully crafted for that one persona. And as you pointed out, it means meaningless to the person who actually signs at the end of the day in enterprise.

21:50And what gets really hard is crafting the narrative that now will resonate with both or with a full buy team. How do you do that? That can be so difficult. So any other insights you can share around how you thought about that? Or did you find a commonality maybe between those two personas and landed on a narrative that kind of fit both? Like, you know, tell me more about that. Yeah, I think like one of the things as we like devise the messaging and a lot of this, like we, you know, I was not going at this alone. We had other PMMs and just like in order it was really bought into this, but like we had really like, we're talking to folks like across the buyer team.

22:33Like you have this like user obsession with like these primary champions and that's who we work with, but also like getting curious about like those folks higher up in the organization. What we found is that like this, narrative and which is really like commissions or incentives as a strategic level for your business, like, like starting to like rethink of like, oh, this is just back office, like getting payment out similar to like a pay stub versus like no incentives are a strategic driver for whatever business objectives you're going up against. That's a C-suite level, like value prop. At the end of the day, like the commission analysts were bought in on that too, because it makes their function more high value, right?

23:08Like they don't want to see themselves as just like, you know, trying to get those commissions payments out they want to view it as like oh i want to see like the trends of like oh we're only hitting you know 70 of quota or everyone's hitting 110 of quota that's actually a bad commission plan like i need to like advise my team that like i want to be like looking at like the reporting and analytics and say oh this is actually these outliers are not good for us or this trend is not good for us we should revise our comp plans to support like what makes more sense for the business. And then they become more strategic as well.

23:40So I think really everyone organizationally was like bought with this aspirational view of what it should be, how tangible that actually is. Adopted in organizations is a different story. But I do think that really like was a narrative that we could tell had by it and was going to like be able to like allow us to convince folks to move that way. I love it. You guys leaned into the aspirational kind of tone, but also reframed, I guess, like the jobs to be done of your primary champion from, you know, basically being like, not rather than saying like, not that you said this, cause you didn't, but like cog in the machine, you know, you've heard that phrase or similar phrase before reshaping it to know you, uh, your role can be a strategic asset to the business.

24:24And this is how that translates. And that also worked really well with your executive buyer as well. So once you built out this new messaging for the upmarket enterprise segment, how did this start to actually show up for you in like a go-to-market motion? Yeah. Like the way I see like this is like, once you actually have that like messaging in place and done that work, now it's like the fun part, right? Of like, how do you turn this into like writing your marketing team, like across the board of like demand gen, social content, and then wrangle your sales team too with like speaking the same language, pitching discovery on this new persona, demoing to them, like making sure that both of these streams and like your enterprise playbook across the board is like humming.

25:13So we did a lot across the board. Like this persona insight was one and we had this message around like return on incentives or ROI, right? like you want to get more return out of this so that was like kind of the catchy punchy version of it of thinking like this is a strategic thing you need to get more return which is obviously more revenue that you're getting out of the incentives that you're putting forward and this is done through like really rigorous like looking into your commissioned plans and structures and analyzing it and not spending time running the cap all your time running the actual calculations so that was what we leaned to as like a kind of a headline message but we ran a lot of like many plays and campaigns out of this too right like we're doing those sub-industry campaigns i've mentioned mentioned around medical device the medical device space and banking so like adding landing pages for those like interviewing customers getting specific case studies for those are starting to like stand up like a full go-to-market bill of materials for that specific space and like slides then like working with our sales engineers to make sure like the demo talk track woven like we had like an org for that specific type of industry and like it was built out with plans that reflected their business so just starting to like build like empathy into your go-to-market motion and small things that can make such a huge difference and it's not like one particular thing but really shifting across the board and really setting them up to have more conversations that's going to show up in a way that's going to reflect the audience you're going after on really like kind of throwing out the old playbook and not just trying to like throw the same thing even doing over and over again had success with yesterday to in front of an entirely new different audience so yeah so it sounds like it was a both a mix of internal readiness and i don't want to say external readiness but maybe like external like asset building so once you launched with all of this like this was sounds like a large volume of work both in terms of deliverables and the enablement, like you launched it, what happened in the end?

27:12What were the results? Yeah. I think you mentioned the big one earlier on, but like being able to 2X that enterprise ARR in that first year with all the campaigns and plays we're running was like really validating. We're starting to see those get knocked down. We had like logos like Stifle, Stripe, Datadog. There was some, Raymond James Canada was another one. BD, like these really big like horses like 100 type of companies that were really strong and like great ones for us to you know hang our hat on and like also continue to like break into those spaces that we'd already seen success in so that was really exciting a great way to kind of validate like the hypotheses and like the analysis that we did early on so that was great to see there I love that yeah it's so impressive.

27:59Well done. And here's the biggest takeaway for me is your super valuable insight was hiding inside your existing customer base. Like you didn't have to go do some massive, you know, third party research or, um, you know, you didn't have to spend thousands of dollars with an analyst to try to figure out what do, what do enterprises want? You knew, and you, because you follow the signal and then you built a repeatable system around it. So now what I would like to do is turn this into a playbook. Because I'm sure, as we pointed out in the beginning, I personally have my own move up market story. And I bet hundreds to thousands of PMMs out there are in the thick of it right now.

28:44And this would be a very helpful playbook for them. So coach me on this one. What's the first step in this playbook if I wanted to try to mimic your success? Yeah, I like to think of a lot of like PMM work and like being encapsulated or at least the approach should be thought like repeatable in a way that is under like the same framework. And I've like coined this with like a four R's. I need to put like a LinkedIn article or blog or some stack out there eventually. My four R's framework, which is starting with your research. So really understanding the market, then you're refining that research.

29:21So like, okay, of all my findings, what are the insights? And then like, what is my messaging positioning strategy, right? You're taking those inputs and refining them. Then readying. So I mentioned this, like, obviously you think about like enablement is like the classic form of this, but I also think like readying your marketing team to go out and like push top of funnel around this. So like what type of like webinars or events should we attend or like content should we run? Like that's still like readying that team with the insights and messaging positioning to do that. And then even your post sale adoption or CX, whatever, however you're framing that organization, making sure they are ready to take on new customers that reflect that new strategy and thing that you're pushing towards.

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30:02And lastly, report. So like how how do we succeed? Where are the room for optimization? Where are there maybe like, you know, hints and signals of success that we can double down on? So really like having that analytical, like look back where you can start to predict where you're headed next. So that's really just that research, refine, ready, report is how I like to think about it. I love this as a marketer. I love a good alliterative framework. So good. Okay. So basically these are your, this is your playbook, right? These are your four steps. Step one, research. Step two, refine. Step three, ready.

30:39And step four, report. So I want to put a little bit more, you kind of, you summarized already, but I want to put a little bit more action into some of these for the PMMs out there, maybe, or just like a quick like definition. So if your step one is research, like just give a good like definition of that for me, or maybe like bullet point list out, like some must haves for the, for the research phase. yeah um i always think like research is like best done like it's like a symbol everyone knows but like qual and iquant is so both so important like everyone like a lot of firm folks are like oh like we should just go like you know run like analysis of like our salesforce data and like now it's easier than ever with ai you can do that but to your point earlier like there's so much value that can be derived from qualitative conversations like going out and speaking to a champion like asking them what's working, what's not, and really double-clicking into the questions or hypotheses that you have, testing what you have.

31:37I think that's so critical today, especially in this over-AI world. The more you can get into real life and IRL and just start to talk and understand where someone's at, that is so impactful. Also, another hack, I love conversational intelligence tools like Gong, We as Attention, now at Unified. They are so valuable for me to just be like, I can query an agent and say, like, tell me, like, you know, of calls with enterprise companies, like, what are the most common, like, 10 pain points that have come up, like, aggregated across calls? And, like, that used to be, like, us just, like, going out there and, like, combing through, like, calls or, like, asking an experienced salesperson and, like, the fact that you can be so much faster and actually so much more, like, precise is, like really helpful.

32:26So it's, it's unbelievable. So I actually like, can't even imagine like the world, like, like it's crazy. Kids these days don't know. But I think it's a good thing long term that we'll have like, Oh, like we've seen it done and we know how we got there. So we have the ability to like, I think that's why I'm like, I'm like, I'm busier than I ever have been. But like, I'm also like, I'm more productive than I've ever been, but also I'm like working more than I never I ever have. And it's because I think it's because I'm like, oh, wow, I can go do all this stuff that used to take me like a month in like a week or a couple of days.

32:59So a very interesting time we're in. Oh, 100%. Absolutely. It's not slowing down either. Okay. So I love this for the step one for research. And I just want to throw out there one more time that the win-loss program is such a good, like just always on. It should be an always on program. That's something you shouldn't stop doing. So, okay. All right. So then step two was refine. So if I've done step one, I've done my research. I have both qualitative and quantitative. So what do I do with this step two with refine? Yeah. Like usually like when like I've like run analysis, you're like turning that into like some sort of like a readout, even if just like to like aggregate the information or like consulted the information in a way that makes sense of like, okay, like here's what I went out and did.

33:49And here's like the key insights across these different findings. Yeah. Some of the findings, of course. Yeah. So what did you find in this analysis? What are those critical things? And then like starting to piece that together. It's like, okay, if we know X, Y, Z about like our enterprise buyers, like we know they value flexibility. We know that like the executive, like they've been, like they're in like long-term contracts with like these tools that they hate or whatever it is. And like, Oh, like, you know, the executives are the only ones who are actually going to like move the needle here.

34:19Like, how does that inform how we message and position? Like, and really, okay, well then we know, like, this is the spice of the market that like our positioning, like, this is like the perfect competitor, like incumbent to or like profile of organization that we want to go after, like your ICP in that sense, the personas that make that up and like really start to like, you know, really like sharpen how you view the market and who you're going after and then like turn that into okay like we believe this is who we're going after here's what is about them and here's what we can offer them okay like now let's like do kind of like the more fun part of like how do we message to them in a way that's compelling and like start to like both in a way that's like really clear but also like that's punching biting like grabs you and like really rest will resonate with that persona and then like also taking that to make sure you put it in front of some folks which is the critical stuff that's easy to skip, but like not only just like, you know, sharing it with the executive team and getting nods, but like really, and this makes it easier to go to the executive team too and say like, hey, I had 10 conversations with like leading like three piece of finance and like this, they all agree that this is the most compelling narrative and thing for us to do.

35:30It gives you so much more gravitas because like messaging as you, I'm sure you know, but as better than anyone else, like it's like so hard because everyone has so hard no one's right right like it's just like a very difficult thing that it's so apparent it's so known and out there and like so wrangling like the more you can like back it up with like hey i've actually gone out and got feedback on this adapt adapted and learned and like apply that back this can be really helpful so i love it i love it i'm gonna um i'm gonna call out a few a few things because the refine step is loaded. There's a lot to do in your step two of refine because now you've done all the research, but you're turning it into a kind of like a findings readout report for your stakeholders.

36:16But then as part of that, you're kind of building the strategy along with it because you're matchmaking your findings with the opportunity and what basically your product's capabilities and how that's going to show up in terms of messaging. And you're also saying, and by the way, we've already done this message testing for this new messaging. Here are the findings of that too. So it's a lot to do in the refine step, but I think it's good that it all happens together in the same step because it's a very natural way to do all of that activity. Yeah. Such a critical one too, right? Like that is like PMM's like opportunity to shine is in that refined pillar, right?

37:08Like everything like, you know, other functions are doing, but like PMM's ability to like shape and sculpt and like, I can actually turn that into something that's going to resonate is like, I think it can be a superpower for PMM and see if you can get it right. Totally. Totally. I'm going to shamelessly plug a couple of my other podcast episodes here that I think will be super helpful for PMM. So one is Kevin from Fletio. His case study is actually he works at a company called HIMS for a little bit. The big healthcare conference everyone's familiar with. Yeah. So he, in his like case study, he talked about how he did this like message testing kind of like a workshop with executives and stakeholders and just his method for that was really helpful.

38:02So I just want to like shout out to anyone who may be like, you know, wanting to, as part of their refined step, do like a little like messaging workshop with your stakeholders. That was a really good one. Another one is earlier on in our conversation, you mentioned doing like some competitive, you mentioned alternatives, competitive alternatives. And I don't know if that would be part of your step one or step two. Like, I don't know if that'd be part of your research step. I think maybe it would be. So I should, maybe I should, this should be a plug for like the step one in the research. I have another podcast episode with her name is Mindy from Klaviyo.

38:40So she built a repeatable system for exactly what you described, Quentin, as like looking at the pains of your competitors and building like a system around how you speak to those pains from a competitive objection handling, basically. So I think like maybe the research bit obviously happens in your step one, but maybe as part of your refine, you're starting to build out some of that messaging and you're, you're considering those alternatives, those competitive alternatives, like as you already pointed out and I'm validating what you said with another professional in the business. She, she does it the same way.

39:22So plug for Mindy from Klaviyo. That's another really good episode. Yeah. Kevin and Mindy, I'll have to check both of those out. But the messaging workshops are awesome. I think like that's such a good way. Like, again, the messaging thing, like the hardest part of messaging is getting buy-in. Like that's why we'll always. It really is so true. That's how it gets watered down. And you can build out this perfect messaging that's so good for your buyers and the buy team. And then you get some executive coming in. Yeah. And those workshops, like which I don't do enough of. And I think they're so like, they obviously like you have to get everyone on the calendar and take their top, like very about their expensive, like meetings with like a time.

39:58standpoint, but the fact that you can get everyone agreeing and like also just be part of the journey of like, hey, we started here. This is what we said. Based on what we said, here's where we ended up. Like that allows us to like all connect and like have less room to like continue to like, you know, spur like, you know, iterate or just like provide feedback throughout that process. Yeah. I think what's really beneficial for you is that just as a founding PMM, I'm making a little bit, a few assumptions here. Maybe this is all wrong and maybe it's more like varies from situation to situation, but you probably already had a lot of more trust.

40:33And I guess like not necessarily autonomy is not what I'm trying to say, but that trust and faith from your executive leadership that maybe some of, you don't have to do quite as much handholding with like some of those messaging workshops because you guys are probably already so tight that you're working together so um frequently anyway um and they're probably also just by nature being at a startup very close to some of the work too so i'm guessing that it's not quite as difficult to get some of the messaging buy-in maybe i'm wrong but um i agree like it's always like a difficult task i sit next to my ceo right now so that's exactly where we're at but i totally agree and like i I think, like, obviously, like, bigger organizations will, like, bring in a big, expensive, like, agency.

41:26And then they're like, tell us about your business. And, like, they go through these, like, long, expensive cycles. And so, like, having someone ingrained in their scene, like, also just, like, has a good feel for, like, how, like, your founders and your leadership team see your business and how you sell and all those different things. and also just like leaning into your sharpest like field folks too, like whether that's a CSM who sees it like are some of those successful customers or like a sales rep who just like really has it and like gets it and their message lands way better than everyone else.

41:55Like that continues to validate your work. A hundred percent. Absolutely. Okay. I don't want to get too far off track. So your step one was research. Your step two was to refine. And now step three is to ready. And like some of this is like enablement. Like what are the other like just quick out actions that I should take for the step three ready? Yeah, I think you should just view these as like three different like layers, right? So you have your like marketing mind that you're taking for this. So like it depends on whatever initiative you're running. But like in this enterprise push, right, we're going to like want to run full scale campaigns in like I'm like, unfortunately, I'll work with like a demand gen leader, growth leader, like as a partner on that front of like, OK, here's our persona messaging ICP.

42:38like here's what we want to do here's some ideas like let's get together like you can come take that and like come back with like campaign ideas we can work together on i'll work on what the messaging is and like you're going to actually think about what are the channels this is going to be most successful and what are the tactics we're going to execute on and then go out and execute those so that's like a pairing like you do that across you know social paid like uh webinars content events like all those different things like you're working with them to like take what you're doing and translating into something marketing-based, and that's going to help you drive the right leads and, like, really build a reputation in that new segment, audience, vertical, whatever you're going after.

43:17So that's the piece on the marketing side. Then you have your sales, right, of, like, okay, what does the new playbook look like? And you have to have a salesperson come with you on this journey. Like, I've done a lot of sales enablement and, like, making sure that you have, like, one of your best sellers or a sales manager who's trusted, like, working with you to build these things so you're not just like the mark pmm who comes in and tells like a sales team how to sell when they go and take it on the chin every day it's never going to resonate it's never going to like move the group so you need like a champion in the room with you who's actually going to like train on the demo and you're going to be like i'm color commentary about like hey this is the industry run after like now they're you know going to work you know all my sale like enterprise aes at the time of success is going to show you how you would demo to a medical device company like been like the nuance change and messaging that like happened so so good yeah like that's really the key piece with uh sales and then like you have your like i see it's like pitch disco demo like all those pieces getting that right is super critical last three on your like post-sale side just making sure that they have everything they need that like speak the same language know the type of companies that are going to be coming in and they are ready to support them implement like uh continue to like what are they trying to achieve a success and like how does that change from like historically how you've talked to folks terminology super key if it's going to be like new styles of businesses and making sure it doesn't feel like oh like this person knows nothing about how my business works and isn't a trusted consultant for us so yeah making sure all three of those teams like feel equipped and ready to take on the strategy you've done because if any of it falls off like you really like it's a lot of that work it's going to be for nothing.

44:57So super critical. Totally. Totally. Okay. So the three layers for the ready step are marketing, sales, and customer success or slash support teams makes perfect sense. Okay. So bring us home with step four of report. Yes. Report. This is, I mean, this one's obvious, but you're really just looking back at how performance did. And I think those three channels are the same way I like to look at this. So like, okay. Cause if, for example, if you're having success, which is like our goal was like to close, you know, a million dollars in revenue in this new vertical, as an example, like if you didn't achieve that, like you can't just point at sales, you can't just point at market, like you have to really like uncover like what went wrong or what went right, honestly.

45:39So like, were the campaigns we're running successful, did the goals we set out to achieve get achieved? So on like the content piece of the webinar, like the event, like what was like well engaged and what should we continue to double down on versus what isn't working or is none of it working and we need to like go back to the drawing board and figure that out same with the sales side of like oh our win rate is just way lower than it's been like maybe sale oh i'm seeing them sales calls they're not adopting the new talk track like oh we need to make sure like we retrain or like enforce this in like a really positive way or like they're actually not seeing success and they're churning out like maybe there's a product problem we need to feedback to the product team or like we need to like help them like equip better our CSMs to like handle these conversations.

46:21So really like, um, and that's more of like a qualitative way of like, okay, what's happening, but really starting to like, look at what your goals were across all those different channels, seeing how you stood up and then like double clicking based on like either where you're really seeing success or really not seeing success can really be used the way that I can approach this. So, so good. I like all the different like angles that you're looking at for reporting too. So one thing that I've noticed is that AI is like, obviously incredibly good at like finding patterns and, but deciding which patterns still feels like superhuman, right?

46:56And I'm curious how much you agree with that. And then also how you think AI could be changing part of your, changing or enhancing part of your playbook. Yeah. Yeah. The pattern thing is so interesting of being able to analyze data is such a... Well, it's a skill I had to learn for these segmentation analysis and probably not my historical skills that I didn't go in to get a finance degree and be on all my time in spreadsheets. So it was a learning curve to get there. But I learned a lot of that. But the fact that now I can say, okay, I want to look at based on the deals we've won, what we're the leading persona and like I can like get that data right away is like so invaluable and so fast as like an insight and like one that you want to continually build like systems to like have that always on of like surfacing trends in your closed loss data as an example, closed one, closed loss data like over time, not to be ignored is continue to do those win-loss interviews.

47:58But regardless, you should still be identifying those like with AI, like having the system set up is super critical there. I do agree though, like that's where like they're the shift is of like, okay, like they're going to show me the trends of like, oh, like, you know, 20%, like we're only win like 5 % of deals when like the champion is like a sales compensation manager. Like they're not going to be like, oh, like we need to like move, like we need to change our strategy to go after these personas that like connect the dots of like, oh, we need like the executive buyer in the room. And that's something that PMM from your context, from your like experience that you can say like, oh, wow, this trend that to me tells me this.

48:38Let me go out and quickly just like double click and do a few things and understand a bit more and like be curious. And like, we can still use AI for some of that, like follow-on analyses, but like, you're the one that's like making hypotheses and like, oh, like connecting the dots on these things that like AI naturally isn't going to do. And like, you're going to read out like, oh, this like insight without like direction is just like it's like kind of useless so like you're that like takes that and points it where it needs to go so yeah totally your judgment your opinion your discernment your empathy those are things that you can't rely on ai for um okay so you're now at unify and this is basically your kind of second time being this founding pm at a startup What parts of this playbook are you using for Unify and anything you'd like change or swap out?

49:30Yeah, I still would say I use most of this of like that approach. I think like being like research forward and then like taking time to like refine those insights into something compelling and like running the teams and reporting on success. the things I will call out is that the timeline of those has like just being in a startup has like gone from like months long or quarter long projects to like weeks long or days long. So you've got AI now. You're good. So I do think that's been like the biggest shift rather than the process itself of like, okay, like let's go look at trends to see like where there's opportunity that we're missing out on.

50:09Like, okay, great. Like we've looked at this, like, okay, what's like, you know, what is our positioning for that like doing after it so uh we're even working on like a big launch now of like okay understanding our buyers and like how we were finding it and then how are you know like i we have like a bunch of enablement sessions next week so a lot of this stays the same but like the biggest thing that's changed is the time your capabilities and the timelines but yeah we'll just continue to like be the human in like the room and like don't let yourself get lazy like i find myself doing this a lot where you're just like it would be easy just to like take what I'm found and like put it in a doc and kind of keep going but like the more you like with AI right like that just makes every easy like there's like a laziness epidemic that's going to be created out of this that like your opportunity to be like I'm not only like AI but I'm also just like I'm like almost like a dumb like manager where I'm like taking everything that's showing me and being like oh like here's my feedback or here's like my insight and like let's turn that into a plan and like really like being like a partner that way rather than just like oh letting it do the worked for me and like, because it's not going to have that like intellect that you have from being a PMM for years.

51:17And like, that's the advantage like you still have in your career against AI. Exactly. Keep your job is like your experience and your context and those different pieces. So that's what I love that. Yeah. So that's kind of love that so much. Yeah. Yeah. Your experience in your context. I love this. Okay. Last question for you, Quinson, on this topic. What's one piece of advice you have for a PMM who is currently trying to move up market working at a startup? Yeah. I think the big thing for me, like throw away everything, you know, I think it's an important thing of like, I know what we just said, how important experiences of content.

51:57But what I mean is like, Hey, your old playbooks aren't going to work. Like just because you succeeded with this here and had a ton of success doesn't mean it's going to work like over here and like that is like a really hard thing to like accept sometimes of like oh we're like oh but like this is like a track record like i'm a really successful rep and like i'm not going to change my ways because i've seen success so like not only yourself but also just like getting folks to buy into that shift is like super crucial to having success with these things so i think like that's one of the first pieces like both like yourself of like hey like if you were starting from scratch and like joining as a pmm to like with that specific initiative almost as like a contractor or hired gun take that lens so that you don't get like caught up and like oh like my biases or like i i like what like the best reps are saying and like start start to do and see kind of how that treats you i think that's really uh really important thing and like it's easy to like bias towards what's worked versus like, okay, I'm going to need to do things entirely different.

52:59So that's definitely what I would advise on that trial. Love it. Thank you so much. This is such a helpful playbook and perspective. And I am definitely going to use your 4R framework of research, refine, ready and report. So helpful. Okay. Yes. All right. So now it's time for the next segment of our show. This is messaging critique. This is where we as product marketing experts get to analyze real world messaging. And the fun part is Quentin, you as the guest of my show, get to pick the company that we look at. Some quick ground rules. You're going to pick a company, ideally one that you feel like you know the target audience really well.

53:41You're going to tell me what stands out to you as really working really well with messaging, something you wish the PMM would have considered differently. And then we're going to iterate on how they can take it to the next level. So without further ado, please reveal the company that we'll be looking at today. Yeah, we're going to be looking at Profound. Okay. For folks who aren't familiar. Is it Profound.ai? That's a good question. I'm looking at it. I think it's TryProfound.com. Oh, TryProfound.com. Okay. Try. Okay. Just for folks who want to follow along. Yes. So Profound is an AEO, GEO, which is a new answer engine optimization.

54:25It's like the new hot phrase in the AI world. So basically, how do you optimize for people who are searching in chat or Claude or perplexity, wherever they're going to do what they would usually do in Google? How do you make yourself one of the vendors when they ask, oh, I need a new privacy tool for my business or I need a new tractor for my farm. Whatever you're going in there to look for, they are a company that helps you show up within those LLMs, which is really powerful. So powerful. Okay, so tell me, walk us through who their target audience is and what stood out to you about their messaging.

55:08Yeah, and the reason I bring that up, we use them at Unify. Great. Right. We're, we, so we've been, I'm actually not, I maybe, I've gone access and gone in once or twice, but we actually have a, like a growth engineer on our team, which is interesting, who owns the platform. He's really smart. Like, I would consider him like a more, almost like a go-to-market engineer who is. So cool. Building these kind of things. So definitely a new world role and like skill set. But what the, I'm sorry, I forget where I was going. Yeah. So who, walk us through their like target audience. It sounds like maybe like growth marketer maybe could be the actual, you know, target audience.

55:54But then like talk us through the actual messaging and like what's working really well with it. Yeah. So who profound sells to as partially they're like creating their own new roles. But really, I think the focus, like as you like look more like classically in organization, like content teams, PR brand, like folks that are like helping you like show up with your content in those like any sort of SEO analysts probably will be moving like having this under their under their purview going forward. Growth marketers is another one that's definitely like search optimization. Any of those types of roles, digital marketer even could kind of fall into that world.

56:36Yeah. And then if we look at their messaging, so I'm on their website right now, tryprofound.com. And I see kind of like a, maybe like a rotating, they have marketing agents to win and then it rotates out the different LLMs or I guess like at least like the top most popular ones. And then it says reach millions of consumers who are using AI to discover new products and brands. What are you, what's standing out to you about there? yeah and honestly it's funny this is like the same thing that stood out to me about like and so like you know i'm in sf i'm working by like tech billboards every single day and like as a female man i'm like like i'm actually like interested in these things and like i'm like entertained always critiquing right i want to start doing good series about this eventually but people hate them and like it's a whole that's a whole nother like can of worms of like people hate the AI billboards but regardless what I like about they have stood out to me around like this key point of clarity like I think their messaging is some of like the clearest like they aren't trying to do too much I think like there's like a spectrum in messaging of like like punchiness and like creativity and like clarity and I really think they do an excellent job of just being explicitly clear about something that's really, really new, really like complex, new, like you have to like educate the entire market on what this concept is.

58:00They are doing that in a way that's very just like, Hey, this is exclusively what we do. We help marketing agents to win in Microsoft copilot. Like, okay. Like, yeah, that like peaks my interest of like, okay, you are going to help me show up in, or like helping you win in those LLMs or specific tools. So that like is something that's consistently and some of their just ads and stuff have just like impressed me on those fronts. Yes, absolutely. Okay. So what's working now? What do you think is then maybe room for improvement on some of this? Yeah. I would just say like to that point of like that spectrum of like creativity and like clarity, like there's probably a room to be like more like punchy potentially on some of their branding of like.

58:44we like even just like a strong like manifesto POV of like the future of like you know for example like I think and I'm just going through the page they might have some of this but like so much of search today is naturally just shifting from Google and storeless sources to LLMs and there's probably like a arbitrage opportunity to like be showing up in LLMs right now in a way that like will probably will not exist in five years like everyone will probably have this figured out it'll be part of like the generic marketing approach so this is like a new channel that you can go out and like be kind of like this sneaky lever for you to like have success in the market so i i would say like leaning more into like that of like this like oh whoa like they're changing like the way like they're like on the forefront of like how marketing is going to shift i think there's probably an opportunity for that but they might be doing that and other channels and like maybe like founder led marketing and stuff like that.

59:43But definitely. Yeah. But I think there's probably an opportunity to continue to do that here too. And then how would you take it to the next level? Like if you were kind of on the ground floor and like taking the, taking the good parts of their messaging and like maybe iterating or bringing it to the next level, maybe even implementing some of your playbook, how would you, you know, how would you coach them on this to, to really take it up a notch? Yeah. I think like a thing that would probably be interesting to understand. I'm just like curious about that. Like just as a marketer, I'm very curious about like how they're thinking about this role doesn't exist.

1:00:16And I think they introduced like a similar to like Clay, like they have like a marketing engineer or content engineer title that they're like leaning into right now. But naturally, like not a lot of those exist in the world like today. So like, how are you thinking about is obviously as you're thinking about growing an enterprise, you're going to have to sell to existing people who haven't done this before and aren't doing this today. So how do you convince like those folks to go out and use a tool and do a practice that they've never thought about or done before and that you're the one to do it with them, like and take them on this journey?

1:00:51So it takes I think it takes a lot of like it'll probably take a lot of education. And I'm sure they're doing a lot of really good work of this. I know like two of our team attended like a conference that they had a while back and said it was really awesome. But yeah, on that specific point, as I imagine would be going out market, I would go out and have conversations with established digital content, marketing, SEO, whatever niche of the marketing organization. I don't want to say legacy, but maybe current state marketing organization. How might view this? Who they think should own it? Who's really best fit for it?

1:01:26What skill sets do you need? What about their product resonates today versus a dozen? And like, how do you make like, because it continues to evolve both your messaging and your product and positioning to serve not not only this like new audience that you're creating, but also this like aspirational like, hey, this is where our business is going. And like we need a like a message that's going to resonate with those folks, too. Yeah, I really like the aspirational angle. And I think that mirrors to what you were thinking when you guys were kind of moving upmarket and rethinking your narrative. So, okay.

1:02:02Profound. Very cool. Shout out to any Profound PMMs. You've got some fans. And also Quentin has some really good ideas for you. So check it out. Very impressive stuff over there. So absolutely. Yeah, we love it. Okay. So Quentin, one thing I like to make space for in this podcast is a moment of gratitude because in product marketing or marketing in general, none of us get to where we are in our careers without learning from each other. So just a big, genuine thank you so much for taking the time to come on and share your expertise on the show. I really appreciate it. And then I'd also love to turn it on to you and give you an opportunity to shout out some PMMs who have made a really big impact on your career and brought you to this moment to where you are in your career today.

1:02:49Awesome. Yeah. And thank you for that. Thank you for having me. This has been so much fun. It's been fun to go through this process with you. I love what you're doing for PMMs out there. I think it's going to be like a niche role and sometimes isolated role in an organization. So creating community around this, I think, is super important. And so I love the work you're doing. So keep it up. Of course. Thank you. Yeah. Let's hear those PMMs. Yeah. So let's get them together. But the one I'll give a shout out to, there's so many great ones in my life. So shout out to all of the PMMs in my world.

1:03:21But one who actually has departed the PMM world actually is now entirely departed to a different industry. But regardless, Ani Golovko is her name. She was our director of PMM for a while at Ketrid IQ. And she has brought this really like strategic, methodical, like data-driven approach. She came from the biz ops world and like really like brought on that like research side of like PMM. The quantitative, qualitative. I love that. She was on that readying world for so long. And she was really a big proponent of in order to establish PMM and make yourself a strategic player in a team, you really have to be data-driven and curious and uncovering rocks and analyzing and doing these things without AI.

1:04:09So I learned so much from her. She was a really great manager, leader. Yeah, we have so much appreciation for that. So shout out to Ani. Oh, I love that. It's so good to have those mentors and coaches who are like in the data with you and like kind of coaching on how to look at it and view it. So good. Okay. Last question for you. Where else is it best to access your expertise? Is it just best to find you on LinkedIn? Yeah. Feel free to connect with me on LinkedIn. I don't have a source for my knowledge or expertise yet. Feel free to connect with me on whatever knowledge and expertise I can offer.

1:04:45But yeah, happy to connect with folks. that I'm always interested in talking product marketing. So yeah, feel free to connect with me on LinkedIn. Awesome. Sounds good. Again, thank you so much, Quentin. This was so, so good. And hey, PMM listeners, if you liked this episode, please share with a PMM friend. And I would be so grateful if you would leave a review. It helps tremendously with our reach. Thank you so much for coming on this adventure with us today. I hope this episode leaves you the inspiration to take in the next step of your own journey.

1:05:16Thank you.

From the publisher

Landing your first enterprise deal feels like you cracked the code. Then leadership wants ten more, and suddenly “going upmarket” becomes the plan, even if your motion still looks mid market. This episode is about what actually changes when you move into enterprise, and why it is not just selling to bigger companies. It is a different buyer, a different story, and a different way of proving value.


Quintin Smith joins me to break it down. He is a two time founding PMM, currently leading go to market at Unify, and previously helped scale CaptivateIQ during a major growth phase. He shares what it took to turn enterprise from a lucky win into a repeatable motion.


We get into the enterprise buyer dynamics that most teams underestimate, including the importance of the full buy team and the narrative shift required to win at that level. Quintin also walks through his Four Rs framework for building an upmarket strategy that can actually run, from research and refinement through enablement and reporting.

We also do a messaging critique of Profound, a company helping brands improve visibility inside AI platforms like ChatGPT and Microsoft Copilot. We talk about what they are doing well in clarity, and where a more future oriented narrative could help them own the category as search behavior shifts.



LINKS


Messaging Critique (Profound)
: tryprofound.com

Connect with Quintin:


LinkedIn
: https://www.linkedin.com/in/quintin-smith-35b51582/ 

Connect with Elle:


LinkedIn: https://www.linkedin.com/in/elle3izabeth/ 

Website: https://www.productmarketingadventures.com/ 


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