In short
How to write a product narrative when launching an “add-on” to a flagship brand, using Mailchimp’s SMS expansion as the case study; includes a 4-step PMM playbook and how to adapt it at Zapier in the AI era.
Guest backgrounds
Wade Burrell spent 15 years across product, go-to-market, and growth at WorldPay, Square, Intuit, and Mailchimp (led SMS expansion across 37 countries). He now leads product marketing at Zapier, working on AI agent infrastructure (e.g., MCP).
Key claims
Market still saw Mailchimp as “email only,” so SMS initially sounded like a tack-on. Differentiation should come from platform “moat” (contact lists, automations, unified data) and customer-driven insights, not feature parity with SMS-native competitors. Translate research into roadmap arguments, then pressure-test with sales.
Notable examples
Customer quote “I don’t need more tools. I need tools to talk to each other.” 86% of customers already used SMS elsewhere. Results: SMS launched in 12 countries in ~18 months, then 37 countries; ~300% revenue growth in year two and ~200% YoY in year three; SMS became Mailchimp’s fastest-growing product. Messaging critique guest-picked company: Cursor (AI-native code editor). Critique: strong developer messaging, but thin ROI/org transformation story for CTO/IT/procurement; suggestion: “Cursor for engineering orgs” with onboarding speed and shared-brain proof.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOExpanding Brand Identity
0:46 to 1:28
Discussion on how brands evolve beyond their flagship products.
“but the market hasn't quite caught up yet?”
Introducing Wade Burrell
1:29 to 2:12
Elle introduces guest Wade Burrell and his expertise in product marketing.
“Wade has spent the last 15 years at the intersection of product, go-to-market, and growth with stops at WorldPay, Square, and Intuit MailChimp, where he led SMS expansion across 37 countries.”
MailChimp's Evolution
2:13 to 4:25
Wade discusses MailChimp's transformation from an email platform to an all-in-one marketing solution.
“I'm so excited to be here and thanks so much for having me, truly.”
Launching SMS at MailChimp
4:26 to 6:08
Wade outlines the challenges and strategies when launching SMS as a new product feature.
“what was going on at MailChimp when all of this got started.”
Defining MailChimp's Unique Value
6:09 to 8:11
Discussion on identifying MailChimp's right to compete in the SMS market.
“And I could totally see the rationale behind, hey, we're noticing something different in what our customers are doing and what our customers need.”
Customer Research Insights
8:12 to 10:51
Wade explains the importance of customer research in shaping product initiatives.
“You're a leader in a different channel, but now you're offering more capabilities for your customers.”
Customer Research Insights
10:54 to 12:30
Wade explains the importance of customer research in shaping product initiatives.
“So it was this idea that having multiple tools like an email platform or an SMS platform or a social platform, whatever it was, are all great and you need that and you have to have it.”
Effective Questioning in Research
12:31 to 14:01
The significance of asking the right questions during customer interviews.
“And then even the thing that I think is the kicker and that we heard so much about in those interviews was the unified reporting.”
The Importance of Customer Insights
14:01 to 17:26
Learn how to effectively gather customer insights to drive product strategy.
“I don't necessarily like leading customers in the way that I think that they should go.”
Success Story: SMS Growth at MailChimp
17:26 to 19:10
Understand the significant growth achieved by integrating SMS into MailChimp's offerings.
“So very, I'd say lucky and successful for sure.”
Show all 31 chapters
Steps to Influence Company Narrative
19:10 to 22:45
Discover key steps to shift perception of an add-on product to a core offering.
“So step one, I think for my case, and I think something that is super necessary and easy to do for a lot of PMMs out there is audit what your platform already owns.”
Conducting Effective Research
22:45 to 28:00
Learn how to conduct open and insightful research to uncover customer needs.
“You know what else I really love about this step is that it's part of that context gathering that I think is so important, but it's the context that most PMMs, I mean, I didn't, admittedly.”
The Importance of Open Conversations
28:00 to 28:30
Learn why allowing customers to speak freely provides valuable insights.
“So really trying to go in there and give people this platform or the stage to actually talk versus just answering questions, yes or no, or whatever.”
Gathering Context for Product Marketing
28:30 to 29:20
Understand the significance of context gathering for product marketers.
“in the first step, and that was still this context gathering that I'm seeing.”
Translating Insights into Roadmap Discussions
29:20 to 30:20
Explore how to frame customer insights into actionable product strategies.
“I think that gives you this signal, right?”
Leveraging Customer Quotes for Product Development
30:20 to 31:20
Discover how impactful customer quotes can drive product decisions.
“You do the research, you find the quote, or you find the data, and then you put it on a slide and you call it data to support my positioning, or you call it positioning period.”
Understanding Product Constraints
31:20 to 32:30
Learn how to reframe product constraints as advantages in your strategy.
“the scales into, all right, sure, it's not an add-on, but maybe we should do, you know, make it an all-in-one platform that is connected to everything else that MailChimp does, right?”
Positioning Through Honesty
32:30 to 33:40
Find out how to use transparency about limitations to build trust with customers.
“Once you get it into a roadmap or once you get it into the strategy for a product, there will be a time where your product may not meet the needs of everyone, right?”
Testing Strategies with Sales Teams
33:40 to 35:50
Understand the importance of collaborating with sales for effective messaging.
“But if you want your SMS that actually talks to your email campaigns, it talks to your contact list, your automations, without duct taping three platforms together, then that's us.”
Building Relationships with Sales Teams
35:50 to 38:10
Explore how consistent communication with sales can enhance product marketing.
“put it on an ad or put it on the landing page or whatever, right?”
The Role of Product Marketers in Development
38:10 to 39:20
Learn how product marketers can shape product development and gain trust.
“It's just about kind of getting in that habit, right?”
Being a Strategic Voice for Customers
39:20 to 41:40
Discover how to advocate for customer needs in product discussions.
“And it can be a really big shift for a PMM to make it to that point.”
The Value of Data-Backed Opinions
41:40 to 42:00
Understand why data-backed insights are essential for product marketers.
“And you earn a lot of respect internally too.”
The Role of AI in Product Marketing
42:00 to 44:40
Learn how AI can transform product marketing strategies and enhance customer understanding.
“And I think, one, I was pretty taken aback by that.”
Applying Insights to Zapier's Strategy
44:40 to 46:30
Discover how lessons learned in product marketing can be applied at Zapier.
“So when those debates come up, you're already ready to go.”
The Importance of Pre-Launch Narratives
46:30 to 47:11
Understand why the product narrative should be established before launch.
“I want to say explicitly, don't let the launch be the first time that you touch the story.”
Analyzing Cursor's Messaging
47:11 to 48:28
Explore the strengths and areas for improvement in Cursor's product messaging.
“It is you earn that seat and you keep it by being the person who truly understands the customer and brings that voice to the room.”
Expanding Messaging for Broader Audiences
48:28 to 52:57
Learn how to enhance product messaging to target decision-makers beyond developers.
“I was thinking about this, and I say this because I've been using it so much.”
Mentorship in Product Marketing
52:57 to 56:00
Hear about the influence of mentors in shaping a successful product marketing career.
“You have proof points around the development speed, code quality, onboarding new engineers faster, which I think is such an important thing these days.”
Reflecting on Mentorship and Growth
56:00 to 56:47
Discover the importance of mentors in shaping our careers and personal growth.
“And he just made me understand the human element of the work that we do, the job that we do, the organization that we live and work in.”
Connecting with Wade: How to Access Expertise
56:48 to 57:04
Learn how to connect with industry experts through platforms like LinkedIn.
“Where else can we access your expertise?”
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.
0:42You know that moment when a company outgrows the thing that it's known for, but the market hasn't quite caught up yet? Like when you still think of them for that one product. And there are a ton of examples of this. Amazon is more than an online retailer. Apple offers more than iPhones. Well, first they started with laptops or computers. So what I'm saying is it's very natural for brands to expand product offerings. And chances are, as a PMM, you're going to be part of that initiative. But sometimes launching something new can feel more like an add-on, not like the next chapter. Today's episode is about how to make your brand known for more than the flagship product you started with.
1:23And we're unpacking it through a case study that did exactly that. I'm so excited to welcome Wade Burrell to the show. Wade has spent the last 15 years at the intersection of product, go-to-market, and growth with stops at WorldPay, Square, and Intuit MailChimp, where he led SMS expansion across 37 countries. But what makes his story so interesting is this. He helped take a company known for one thing, and start to redefine what it could become, turning SMS from a standalone feature into a company-wide strategic priority. And now today, he's at Zapier leading product marketing for some of the most important infrastructure in the AI era.
2:10Wade, welcome to the show. Hey, Elle. I'm so excited to be here and thanks so much for having me, truly. Yes, I know we've been looking forward to this chat for a while. At least I have. Me too. Absolutely. No question about it. So let's dive right in. So you're currently at Zapier today, and we'll come back to that in a bit. But today's case study is really about your time from MailChimp. So give us a quick summary of what MailChimp offers. I feel like I remember the first time I used it a very, very, very long time ago at the start of my marketing career, but it's so much more than that now.
2:49So help get me and the listeners up to speed. Absolutely. And I think that's the biggest thing. And then I think a big opportunity for us to dig in here as we're talking through this, because I think most people know MailChimp for email, right? It's where a lot of marketers got their start, right? And that reputation was well-earned. When I started in... Actually, I should say by the time I started in In 2017, it was already the largest email marketing platform in the world. 12 million plus businesses were customers already. And then over the next eight plus years of my time there, there was this broader vision that came to light, really becoming this all-in-one marketing platform.
3:32Intuit acquired Mailchimp in 2021, and that only accelerated that push. And I think the market still had this fixed idea on what Mailchimp was. it was an email company. And that gap between what the company was building towards and how the market still saw it, that was the tension that we were always, always working against. So now, however, and we'll get into this, but MailChimp offers SMS and messaging services and features and functionality. And it's this product, that specific product feature set that helped bridge the gap between what MailChimp was and what MailChimp wanted to become. Got it.
4:06Okay. That's a really helpful history of MailChimp. And it's a nice segue into where we're going with this conversation for the case study. So the first segment of the show is the case study segment. And we're talking all about how you helped the company make that big change in its narrative. So tell me more about what was going on at MailChimp when all of this got started. Well, at the time, MailChimp, and I mentioned this just a second ago, but MailChimp dominated email. They had 12 million plus businesses. They were the name in email marketing. And I think what we saw was while email marketing is not in any way, shape or form dead or anything like that, they understood that the market and individuals and companies and businesses and their customers explicitly were engaging or needed additional ways to engage with those businesses or those businesses need additional ways to engage with those customers.
5:08And so this is when SMS came into light. It launched in early 2023 as a next growth channel for MailChimp. But what we did was we launched it as a standalone MVP. It truly was this... You could say it's an add-on, I would say, wasn't even baked into the product to the way it should have been. But it's allowed us to really learn into things. And that positioning when we first got started was, it's the number one email marketing platform, which was a verified claim that we were able to get. And then now with SMS, right? So it got the idea across that we are expanding from a brand perspective into more features and functionality and more channels.
5:50But it really, if you look at that and read that tagline back or that positioning statement, the number one email marketing platform now with SMS, it's simply a tack on, right? You're just tacking it on to what everyone knows you for now. So it was an interesting time to say the least. Yeah. And that sounds like a very reasonable change, right? And I could totally see the rationale behind, hey, we're noticing something different in what our customers are doing and what our customers need. So let's try to offer that as soon as possible. And then we can figure out the story later. Exactly. I think it's a super common situation that marketers, particularly product marketers, are stuck in.
6:34So I guess, what was the real challenge that you were facing when you decided that, okay, this is sounding like an add-on. Let's try to make it not an add-on. It's such a good point. It was a really defining moment from a product marketing perspective, but also from like our product team's perspective and also the company itself, I'll say not to like boast myself up too much, but it was truly a defining moment of we had this product SMS, right. But we, we, we needed to position it in a way that could actually compete against any other type of, of tool, whether it be, you know, Twilio or attentive or any other kind of SMS native tools.
7:19We know we knew we couldn't outright win against those based on just like straight up features because we were a couple of years behind, just to be completely honest with you. But the idea came to mind of how do we actually win, right? What can we do? What can we actually hang our hat on from a product perspective, but also a brand perspective that we could in the market differentiate ourselves a little bit, right? So we had to, there was a lot of back and forth with our product teams, with our internal leadership, with our engineering teams on like, what do we need to do? And what do we need to figure out in order to actually like resolve this debate around what's happening and what where the product should go explicitly.
8:02So it was very, very kind of like a defining time of it's like, you could go any way, right? You could go this way, you go this way, we had to really kind of nail down what we needed to do for sure. Yeah, it's so smart. You said this, but I'm gonna just repeat it back, focusing on, okay, well, what is our true differentiator here so that we can position ourselves well in this market where there already are maybe category leaders specifically for SMS, but here you are with... You're a leader in a different channel, but now you're offering more capabilities for your customers. Yeah. One thing there is we really had to think about what gave us the right to even offer SMS?
8:49Like what was it like, okay, you're known for email. Sure, this is another way to engage with customers or prospects, but what was MailChimp's right to win? Or why were you even engaging in this channel? Why were you dipping your toes into something else? It was such an interesting problem to solve for sure. Yeah, the why are we here? Why did we do this? I love that. I think a lot of PMMs, frankly, miss that. They just take the, okay, here's the product. What can it do? What are the benefits? Done, out the door. And you leave so much opportunity on the table when you don't take the time to investigate the why.
9:30So leaning into that a bit, talk more about what did you do and how did you start to uncover that? For sure. So I saw this internal debate going on. Obviously, product marketing is involved in that because we at MailChimp, the product marketing team and the product teams are very, very close. And the product management teams, I should say explicitly are very close in terms of understanding the customers explicitly. But I think what's expected of product marketing is to really bring that customer insight, that market insight to table. So what I did was I went into customer research with basically a hypothesis.
10:08Right. No, not even like because we didn't know where we wanted to go. Like I had to go in with just kind of leaving it open to see what where our customers would lead us. Right. Where they're taking us, what they need explicitly. So I when I interviewed customers from our beta, I basically asked about workflows, asked about what they needed when it comes to engaging with their customers or what they needed from SMS tool. Well, not explicitly like product features, but like what was the thing that would actually kind of move the needle for them as a business? And the one thing I heard that was honestly still sticks with me these days is this key quote.
10:49It was, I don't need more tools. I need tools to talk to each other. So it was this idea that having multiple tools like an email platform or an SMS platform or a social platform, whatever it was, are all great and you need that and you have to have it. But if they're not speaking to each other, it's actually triple, double, triple the work of an individual, right? So we found, or I found in my research, that about 86 % of our customer base were already using SMS in some other platform, in some other way, whether it be transactional SMS or marketing SMS or anything like that. It was very, very fragmented based on their needs.
11:33And I think this allowed me to reframe the MailChimp differentiation away from like strictly features. And this is what we have. And you can do this in MailChimp. But it was more towards the platform, right? So we were able to say, you know, not only can you do email and SMS and MailChimp, but it's connected to your automations, connected to your contact profiles. It's connected to all your existing data that you've had before, right? So I was able to understand and listen to our customers and bring that voice of the customer directly into those roadmap conversations. And what it did was allow us to actually shift the priorities of our product roadmap away from that standalone integration or standalone add-on of SMS, but actually integrate SMS into the platform, right?
12:24So unified data, unified automations, which MailChimp was huge on, and customer journeys. And then even the thing that I think is the kicker and that we heard so much about in those interviews was the unified reporting. So being able to see, based on your spend, especially from email and SMS perspective, what is actually working and what's not working. And if you had two disparate systems, you're going to have to do the same work twice and not really see how they overlap with each other. So that was the big, big thing that I was able to bring to the table and actually push the product and the company narrative towards.
13:00It was a very interesting time, for sure. I love that. And I have to just pause for a second and go back to something, just the process that you just outlaid and the action that you and the team that you're working with took. And you mentioned that you did customer research and you were interviewing customers. And I think it's really important to note that what you ask customers, the literal questions you ask are so important. And this is where you can't just copy and paste from an AI tool. You need to be so thoughtful about what you ask and why you're asking it. Because that's how you got that meaningful quote that completely changed the trajectory of this entire initiative.
13:46So I think that's just so important. It's truly a... Knowing what to ask or knowing how to frame questions when you're talking to customers is a big thing. I don't necessarily like leading customers in the way that I think that they should go. And you can do that by asking questions that you think that they would like or that you think the answer will be good for what you want. But it's really about kind of opening up the floor. And I think what I found is when you ask people to talk about themselves, their business, whatever it is, they like to speak and they will just give you exactly what you need and exactly what works for them.
14:28And that is such a huge, impactful and insightful data points that you as a PMM can bring to the table because no one else is really asking those questions. You know, UX research, sure. But like, it's really how someone is using the product for their business or how the business would be better with the product that you're working with. It's such an interesting thing and super, super important to really nail down those questions, but also leave it open to let them talk to you explicitly. Yeah, so smart. Okay, so take us to the end. You had this really strong narrative that you developed after doing all this wonderful research.
15:10How did the results turn out for the company? It was truly amazing, I think, for a variety of reasons. One, in the first year or 18 months, I would say we launched SMS in 12 countries. And those are like 12 major countries, US, Australia, UK, Canada, all these major countries worldwide. And then by the time I left, we had launched in 37 countries, which I mentioned, which is honestly, in about two and a half to three years time was an amazing feat because there are a lot of specific things that require regulation and compliance issues within each country. So doing it in 37 countries was an amazing feat.
15:51That led to about 300 % growth in revenue in year two. And then in year three, which was my last year at MailChimp. We were looking at 200 % growth in revenue year over year, which is exciting. And at that point, it had become the fastest growing product at MailChimp. I think by the time that I started in 2017, MailChimp had been around for 17 years. So coming in and being able to launch a product such as SMS and messaging explicitly at MailChimp and to see it grow was super gratifying, but also just indicative of what the market needed. So that progression and that actual growth of the product changed MailChimp's trajectory as a company.
16:38And the idea of multi-channel, so email and SMS, became a company-wide priority. They saw the value, they being leadership, they being the company, saw the value in incorporating SMS in the way that email was with MailChimp, right? So if you think about MailChimp, you should be able to think about SMS and email in the same light, and they should be able to do the same things, right? So not only that, from a product standpoint, did it influence that, it actually influenced the broader company narrative and strategy as a whole on how we should go to market going forward, how we should evolve the company narrative and the brand narrative, both from a product perspective, but also outside with our customers and prospects.
17:21So anytime we showed up in front of customers now, it was email and SMS. It was not just email. So very, I'd say lucky and successful for sure. But it was a fun ride, to say the least. Yeah. What a fantastic story. I have so many things that I want to focus on. But the biggest thing is... I don't even know if this is the biggest thing. But one of the things that stuck out to me was you turned something that was initially an add-on. I mean, you said it at the beginning, like the first or the number one email tool. Now with SMS, like literally an add-on. And it took time. This took time. But you were able to completely change how the company saw itself and influence the entire company narrative.
18:13And you have the results to prove that this was the right move for the company. Even though you were not the first mover in the SMS space, you didn't come in... Well, maybe initially you came in looking like, hey, here's our add-on. Now you are a more serious player. And you came in super differentiated. So this is such a great case study, such a great story. So let's put it together in a playbook. Let's say that I'm a PMM, I'm listening to this case study right now. And I'm like, hey, I'm experiencing something similar where I'm a PMM responsible for essentially an add-on to my company's marquee flagship product.
18:54But I think there's something bigger here. How do I try to follow in your footsteps and make a big impact for my company in the same way, or at least aspiring to in the same way that you did? What's the first step? Yeah, absolutely. This is going to be fun. So step one, I think for my case, and I think something that is super necessary and easy to do for a lot of PMMs out there is audit what your platform already owns. So this is, I think, a move that most people don't necessarily do before really going to market or they miss when they're launching a new product because they're in a hurry. They want to get something out.
19:36They need to. They got to write the positioning. got to get the messaging out there. But before you do anything else, you need to take stock of what your company already has at that point, like that a solution or a point solution provider cannot compete with. You really need to understand your moat as a platform or as a business. And so for us at MailChimp, it was the contact list. It was your audience list. It was the automation logic and the actual tools to be able to automate your marketing efforts. And then the customer relationship, right? It was all already built, already trusted by 12 million businesses.
20:14SMS didn't need to win on its own. It just needed to plug into what we already owned. And that's a completely different competitive conversation when it comes down to it. That's even a completely different narrative exercise. Because initially, what most PMMs would do, which is not wrong. It's what we've all been trained to do as PMMs is, okay, go build the positioning. Okay, go build the narrative. And then later, which I guess is what MailChimp did as well, but later, okay, now what's our platform story? But somebody else is owning that and you still own your single lane product. But I love the way that you're explaining this is to as part of that initial positioning and work is to audit what you own and figure out how this product fits into that.
21:10It never occurred to me to do that. I think that's... The idea here is hindsight is 20-20, right? For me, right? And so I think that is 100 % something that I learned doing this and have to remember all the time, right? I think that we can, PMMs can be in such a reactive spot that we not knowingly or not willingly forget to do X, Y, or Z, but we need to get something done. And I think being able to take a second, this doesn't take long to do. It's really like just understanding what you have already. And I think doing that, yeah, like you said, MailChimp didn't do that first. And I think this is where what I learned and what was a great opportunity for anyone listening is a base level thing to do.
22:04Step one, just take that audit and understand it. Because if you do, it'll help your narrative in the future. It'll help you fold in your products narrative into the other narratives that are going around or the umbrella a narrative of your brand, but also allow you to ladder up to that, but then maybe shift it, right? Based on how you're seeing it and how you're going to market or how you're seeing your customers engage with this or how they're not engaging with it too, right? I think that is also just a great opportunity to really lean in and just get that base level understanding of how everything is and take that audit so that you can ultimately influence things going forward for sure.
22:45You know what else I really love about this step is that it's part of that context gathering that I think is so important, but it's the context that most PMMs, I mean, I didn't, admittedly. I never did that. Most PMMs don't do that. I don't need to gather the context of my own company because I'm going to have that as part of my messaging and positioning, but it's kind of like an app really because your messaging positioning becomes more about that single lane product that you own. And the why us part is always an afterthought on a slide. You know what I mean? It's very rarely part of the broader narrative.
23:20When I think of the context gathering, I think of more like, what's happening in the market? What's happening with my customers? I don't think about doing this audit. No, that's 100 % correct. And I think the thing that I'm seeing is a lot of companies these days and a lot of PMMs are very siloed in what they do and what they own. And so honestly, doing this audit like this honestly just opens you up to do more of what your product marketing function can do internally too. You are a visionary in that you are seeing that it's not just your product. Obviously, product marketers, we love our products, that's for sure.
23:58But it's not just your product in the whole story. And being able to audit it and take a look at the whole picture is such an important thing to do. And honestly, just sets you up for so much success going forward and such like more internal kind of like trust building opportunities too. I know that's like, seems very random, but it is a great chance to like expound on your thinking that you as a product marketer are doing this, that or the other to support not only your product, but how the company itself and the brand itself shows up. So super important. Yeah, such a great reminder. Okay. So step one is to do that audit.
24:36What's step two? So it is to understand that a little bit, right? So have that mindset going into this step two is the best thing here. I think step two is then going into research with that open hypothesis, right? And the word open is doing a lot of work here explicitly, but I didn't go in to my research with a deck to validate. Or I didn't go in at the beginning with, here's some messaging. Can you tell me what resonates or what doesn't resonate? I went in genuinely not knowing what I'd find. So the question that I kept asking wasn't, would you use SMS if we built it? Or would you use SMS more if we built these features?
25:20It was walk me through how you reach customers today when something is time sensitive or when you have a deal, depending on the type of customer. When you have a Mother's Day deal coming up, how do you get your product in front of your customers and how do you engage with them? And then I just shut up. I've learned that that insight that you can get from those opportunities or those types of questions, actually, that's when actual useful information comes out is when a customer is just describing their day. They're explicitly just talking about how they do their job. That's when you hear the true frustrations.
26:01That's when you hear, I have to go to three different tools just to do one thing or just to look at all of my metrics. right? Like that's some key insight that we were able to take, but also for anything that you're working with from a product marketing perspective, that's when the real like tangible nuggets come out for sure. So this like open hypothesis that you're describing, I'm going to put you on the spot a little bit. Is there a formula for like writing what that looks like or like framing the question. And I guess if you were to remove the context of MailChimp, how would you build that open hypothesis of walk me through?
26:43Is it kind of like a day in a life type of question for a customer? I think that open, and I mean open really as a, I'm not asking really pointed questions about whatever it is I'm asking about. It is like those answers to those questions. like for instance, again, for SMS, it's like an opportunity to dig in on where there are gaps. Right. And I think that's, that's something you're not explicitly asking where a gap is in your day to day, because if somebody asked me that, I would be like, I have no idea. Like, I really can't tell you, but here's my day. And then you as that product marketer, if you leave it open enough and have that mindset of I'm listening for gaps too, like that is where the good nuggets come out is because you're not explicitly asking someone what the problem is or what can we do to help you do this.
27:39But it is tell me where you have problems now or tell me about your day and we'll identify some problems together. It is really about just honestly creating a space for people to open up a little bit about whatever it is that they need to talk about. And that alone just gives people just like, oh, you know what? That actually sucks on a day basis. And that's like key insight. So really trying to go in there and give people this platform or the stage to actually talk versus just answering questions, yes or no, or whatever. That's really when it comes into play. And I think that's what I mean by open is allowing these people to just speak and talk normally versus I'm being interviewed by some tech company about how I use FMS, right?
28:27Yeah. I'm going to come back to something that came up in the first step, and that was still this context gathering that I'm seeing. And I want to be very explicit and say context gathering, because what you're saying is not to give them context of, for example, here's my message and give me a reaction. You're not doing that. You're still gathering that information in step two, like gathering this context from them about their day-to-day so that you can go through and identify the gaps. Absolutely. I think that's such a key point. And we'll get into this, I think. But coming up, it's like, those are the things that you as a product marketer, if you can get that context, if you can get that insight, that just preserves and expands your place at the table from a product development, product roadmap, product strategy perspective.
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29:21And it's such good insight. I think that gives you this signal, right? It is what allows you to identify the signal that you can then take back to your team for sure. I could not agree more with that. It gives, it arms you with, I guess, the proof or the evidence for like why you should have a seat at the table in so many contexts. Your stakeholders internally would like love you for that, those insights. Okay. So step one is to do that internal audit of like, what do we own? And then step two is to do this market research with customers with an open hypothesis. What is step three? So I hinted at it, but step three is when you translate that insight that you've gathered, both the context and from your customers or from the market research, you frame that into like a roadmap argument, right?
30:19This is where I think that PMMs leave so much on the table. You do the research, you find the quote, or you find the data, and then you put it on a slide and you call it data to support my positioning, or you call it positioning period. I think that quote that I mentioned earlier, that I don't need more tools, but I need my tools to talk to each other, is so impactful and useful, not just for my positioning, but it's actually gold for a product team. So I brought it into roadmap discussions and roadmap conversations verbatim. So I brought that, like, this is this customer at this conversation, XYZ.
30:58The customer insights like that are hard to ignore. So the customer answered the question of what to build and honestly, what our differentiator should be. So it was that like key insight and bringing it and framing it in the format of a roadmap or a roadmap discussion or a product strategy discussion that really kind of like, all right, tip the scales into, all right, sure, it's not an add-on, but maybe we should do, you know, make it an all-in-one platform that is connected to everything else that MailChimp does, right? So it's these key insights that product marketing can really come to the table and actually translate it for the product teams and product management teams to actually make a difference in what they're working towards.
31:47Yeah. It's just one extra step for a PMM. You do the market research. You show how it supports your narrative, your positioning, your messaging. But then you also... This is just one more step. You also talk about the implications to the roadmap. I love that. Okay. And that is the real unlock here because that's how you start. Once it gets on the roadmap, then it starts to feed into the rest of company strategy and narrative building for the broader company, not just your single lane product. So I love that. Yeah. So what happens next after, you know, you get, I get it on the roadmap or, you know, I frame it as part of my roadmap discussion.
32:30What do I do after that? Absolutely. I think so. Once you get it into a roadmap or once you get it into the strategy for a product, there will be a time where your product may not meet the needs of everyone, right? But you can reframe your constraints as a product or as a product team as your advantage, right? So every product has something it doesn't do as well as any other competitor or any other company out there. But I think the instinct is to hide that or work around it. But I think the better move is to own it and then flip it on its head. So we knew, as I mentioned earlier, that we were never going to out Twilio, Twilio, or out Attentive, Attentive in the beginning from the start of launching SMS.
33:20it is great to set your sights on that and build towards it, right? Using that insight and that context that you've gathered in the first few steps, right? But it's also not necessarily the fight that you should be picking to start. You should not be going up against these folks immediately. So instead of pretending that that gap didn't exist, right? We leaned into it. You want deep SMS infrastructure? Great. There are tools that do that, right? You can get that. But if you want your SMS that actually talks to your email campaigns, it talks to your contact list, your automations, without duct taping three platforms together, then that's us.
33:58We are what you want, right? Your constraint becomes your positioning when you're honest about the tradeoffs that you're asking the customers to make. And what that also does is that allows you to also get very specific on the type of customer that you want. Because you can set your eyes on the Twilios and the enterprises that use that. But if you're not ready for it, you can get the other people that Twilio is leaving behind. Or you can get the people that Attentive is leaving behind. Whatever it is, you're just able to hit that note based on your constraints and based on your positioning and actually leaning into it a bit more.
34:35Yeah. Okay. So after I do the roadmap discussion, then I come back to my positioning and specifically my differentiators and like who I am and who I definitely am not. And I think this is, it's second nature, I think, even as humans to just want to like totally ignore our weaknesses. like all humans do this not just pmm but rather than avoiding those conversations it's a little bit of a flex actually to be like oh this is oh yes if you want that we're not that like let's make sure let's make sure we're right fit yeah exactly so it and you know what else it does i mean i i would assume that it does is in those sales conversations you're building a little bit more trust with the prospect because they feel like you're being honest about who you are and who you're not.
35:29So I really like that approach. So is there more to the story of what you do after you take all these steps? I'm glad you asked. And I'm glad you brought up sales too, because I think the last step, if you can, depending on whatever company you're at though, is to pressure test a lot of this with sales. So before anything goes external, even before you put it on an ad or put it on the landing page or whatever, right? You should run it through your sales team, not for approval. I mean, they would love that. I know that they would love that. But just for reality, give yourself a reality check, right?
36:05So I'd give reps a new pitch and watch what happened, right? So I would build out a pitch for SMS and frankly, a platform pitch because it's bigger than just SMS and see what happened, right? So could they use it naturally in a conversation? or did they have to stop and explain it first? I've always found that the best positioning actually sounds like something a smart salesperson would say in their own voice or on their own and not something that comes out of a brand workshop or a positioning workshop. So sales will tell you faster than any focus group whether the message is actually working or worth your time to push out there for sure.
36:46That is one of the best tips I think I've ever heard in terms of... I mean, I've definitely heard other guests on my show and I myself, like, don't leave sales behind, of course. But the way that you described it of like, see if a salesperson can come back to you and say it in their own words. And if they can, then that is an indication that it's something that is worth your time and probably going to be easier to enable, frankly. Absolutely. It is, don't leave sales behind. And yeah, we all know to do that. But I genuinely think if you can even like even a Slack message on a pretty consistent basis with like, hey, team, you know, or if you have a couple of like main sellers that you know you work well with or you know are thinking about the product in a different way, if you can come to them and just share this stuff with them and get some input.
37:44One, it's golden for your actual positioning. It's golden for your messaging. But it's also, again, going back to PMMs in general, it's golden for relationship building. Like huge. Just to have those one-on-one conversations or Slack messages and DMs with folks is such an easy thing to do that it's almost silly that we don't do it more. I'm sure there are a lot of people out there that speak a lot with sales, but I'm sure there are a lot of people that don't. It's just about kind of getting in that habit, right? Getting in that routine of doing it and really just leaning in and honestly taking it, not with a grain of salt, but actually like, okay, this is real.
38:25This is actually what people, what they hear on a day-to-day basis, what our customers are saying. They're the front line. It's such an important step and such a fairly simple one-two and one that's just invaluable to getting out the door. I love that. I'd be stoked if a salesperson was able to take my narrative and repeat it back to me in their words because that tells me they got it. Yeah. They're excited. Yeah. And they're excited enough about it to think about it and articulate it back. That's really cool. Okay. I know we're talking about sales, but I want to switch back over to the product team for a second.
39:02So we talked a lot about, just throughout this conversation already, the idea that a product marketers job isn't just to market the thing that you built, but to also shape what gets built in the future. We're not product managers, but we should be contributing. And that's, I think that's very hard for PMMs to earn that trust with PMs. And it can be a really big shift for a PMM to make it to that point. So how do you think about that in practice? this? There's a few things here. One, I think, obviously, every product and product marketing org is different, and they have different ways of working.
39:44But I think, for me, it honestly, it took me a while to actually operate in that way versus just saying it's right or saying you should do this right or I like to do this. It's a different story, right? I think the easy version of a product marketer's job and it's not easy, but the easy version of it is you get the brief, you understand what's launching, right? You write the messaging and you launch the campaign, right? You work with teams to get it out the door. And over the last few years in SaaS, specifically SaaS marketing or SaaS product marketing, you could probably get away with that because product-led growth is huge and product-led orgs are massive out there.
40:20I think the version that actually moves companies is when you're in the room before the brief exists or before the product, like, here's our PRD, right? When you're the person who shows up to a product review with customer evidence, like we talked about earlier, and says, here's what I heard, and here's what it means for what we should build, right? That is huge. So at MailChimp, that SMS roadmap debate wasn't going to resolve itself. Each side had smart people with good arguments on what we should do. But what broke that tie was, were customers who'd never been in any of those meetings, right?
40:58And so I was bringing that. My job was to bring their voices into that room. And once you figure that out and get on a... I think it does take a little bit of rigor to get that motion on the regular. You have to practice it. You have to practice it. But once you figure that out, you as a product marketer, stop being the support function and actually start being a strategic one. And I think that is so crucial for a product marketer from a bringing value to your team, but also being able to bring value to your customers. You are that voice. You can not just support launches, but actually be the voice of the customer in those conversations and be a strategic one at that.
41:39So very, very important. Yeah. And you earn a lot of respect internally too. People start to be like, oh, this person knows what they're talking about. I will say this right now. Somebody told me recently that they have worked with a lot of product marketers who have opinions and have data to back it, but also has worked with a lot of product marketers that just have opinions. And I think, one, I was pretty taken aback by that. But at the same time, it is so true is if you as a product marketer, we can have opinions all day because we do know this stuff. But if we have these opinions and these kind of strategic initiatives or strategic guidance, right, that is backed by that data, it is so, so important to do that and is so valuable.
42:24And I think people see that and people recognize that. And to your point, it shows your value and gets you and keeps you in that seat at the table. It's so important. Yeah, absolutely. Okay. So fast forward to today, if you were to repeat this same playbook, how would AI play a role in all of this? That's a great question. It is so, I think, pertinent to the days that we are living in with regards to AI explicitly. But I think at a base level, I think AI helps you come to the table faster, right? So the research that you used to take weeks, the synthesis, the pattern recognition across different numbers or hundreds of customers in those conversations, you can compress that dramatically, right?
43:13So you're showing up earlier in the process with actual evidence instead of waiting for the formal research sprint to wrap up or waiting on the interviews to stop. You're able to actually get all of that information and bring it to the table quicker. One level deeper, though, I think is, and this is where it gets interesting, is that AI changes the model from research as an event to research as a continuous signal. So you're not doing a listening tour once a quarter anymore. You're actually monitoring reviews, support tickets, sales calls, right? All in real time. And you can take that and surface those patterns before anyone's asked you to, right?
43:57So by the time there's like an internal debate about what to build next, you already have the customer in the room and you don't have to go and get them, right? You can say, they've been there the whole time because you are able to understand what's happening all the time now with AI. And it fast forwards steps like one through three for you and makes it just so much easier to one, come into that conversation, be there. And it's an always on type of thing. And I think that's what's a big opportunity here with AI is to enhance all of these steps and make them just much more consistent and always on.
44:36Yeah, you can still be the champion of the customer, but it will allow you to do it in an always-on fashion. So when those debates come up, you're already ready to go. I love that. Okay, so you're at Zapier now. So what lessons from this playbook are you taking with you and applying to Zapier? That's a great question. And I think the biggest one is finding that integration story you already own before you compete explicitly on features, right? So I'm doing the same thing now at Zapier. I'm working on MCP, among other products. And MCP is how AI agents connect to real tools and actually take real action, if you're not familiar.
45:24The real story here is that Zapier already connects to 9 ,000 plus apps, right? And so AI agents need that to do anything truly meaningful, right? So So we're not trying to be another AI platform or we're not trying to take over, you know, be your place for Claude or right. We are we are the infrastructure layer that actually makes any AI agent actually work and do good work. So leaning on what's made Zapier successful these past 15 years. And it's the same playbook. It's a different stage in a different category. Right. So it's really trying to understand what our mode is and leaning into that explicitly, like I mentioned earlier with MailChimp and how we leaned into the platform play.
46:08So it's very much a similar play here and can be used all over the place. Yeah. So this playbook, it's getting deployed right now as we speak. Yeah, right now, actually. No, I'm just kidding. Yeah, absolutely. That's awesome. Okay, last question for you on this topic, Wade. What piece of advice do you have for a product marketer who's in the midst of a major shift like this? I want to say explicitly, don't let the launch be the first time that you touch the story. By the time the product is ready to ship, that narrative should already be set because you were in the room when the decisions were made with that customer evidence, with that data in hand, ready to go.
46:51Research is a weapon. You can use it early. You can use it to break ties or break debates and let the customer answer the questions that nobody in the room can agree on. So that's how PMM earns its seat by being the person who truly understands the customer. I said it a few times, but I'll just say it one more time. It is you earn that seat and you keep it by being the person who truly understands the customer and brings that voice to the room. I could not agree more with that sentiment. and I feel like I've witnessed it in my own career. So I know this to be true. So yes, PMMs, if you're not already doing it, this is a big unlock for your career.
47:35Okay. I love this case study so much. And now I'd like to switch gears and move over to our next segment of the show, the messaging critique. This is where we as product marketing experts get to analyze real-world marketing and messaging. The fun part is, Wade, as the guest of my show, you get to pick the company that we critique today. Let me quickly outline some ground rules. First, you're going to pick a company that either you are the customer target or you're very familiar with the customer segment because it's not really fair to analyze messaging for products that we don't really understand the audience for.
48:09That's fair. That's totally fair. Totally. And then you're going to quickly tell us what is the messaging? Who's it for? What are you loving about it? What do you wish the PMM would have considered differently? And then we'll do a quick brainstorm on how the PMM can take it to the next level. So without further ado, please reveal the company that we'll be looking at today. Absolutely. I was thinking about this, and I say this because I've been using it so much. I actually want to talk about Cursor. Have you heard of them? I have, and I'm so excited about it. This has not been done on the show yet.
48:43I think a lot of people, it's one of those up and coming products. So just quickly tell us what it is. Of course, it's an AI native code editor, right? So VS Code is Microsoft's, right? But they rebuilt it from the ground up with AI at the core. So their headline is literally like the best way to code with AI, right? They've got agents that can build entire features end to end, autocomplete that predicts multi-line edits. And they're deeply embedded in how serious engineering teams work. So they've surpassed, I think,$2 billion in annual revenue and hold roughly 25 % of the market share among this generative AI software buyer.
49:25So that's not a small bet. That's pretty huge. I was going to say, that's pretty impressive, actually. That's massive. Yeah. And so for anyone who wants to follow along, I'm going to their website homepage. It's just C-U-R-S-O-R.com. Okay. So what do you think is working really well with their messaging? So the thing that I love is that they genuinely made a genuinely bold product bet and their messaging reflects it. So when everyone else is just adding AI to their editor, Cursor asked, what if we rebuilt the editor around AI? And their messaging is actually consistent with that. So the best way to code with AI, it's clean, it's declarative, it takes a stand, you're not hedging anything, right?
50:15It's rare in a category where every competitor is trying to sound like it's the safe choice, right? Or the secure choice, right? Which is important, but the confidence here is earned and it comes through in their method. I love that. Okay, so then what would you say or what would you wish the PMM would have considered differently? I think this is not necessarily a product marketing thing, but something that they should think about going forward too. It's a nuanced critique, but I think their messaging is almost entirely developer-focused. And that's understandable. That's what the product is. But everything that Cursor does is for the engineer, right?
50:59Speed, autocomplete, agents, model flexibility, right? But there's missing narrative about what cursor enables for a business. So who's making the procurement decision at a 500-person company? It's not usually the developer. It's not usually those people. But it's the engineering leader or the CTO or the IT officer. They need to justify that spend. So right now, cursor doesn't give that person much to work with. The ROI story, the org-wide transformation angle, it's pretty thin. And I think that's a gap I would close if they're looking to expand and do more. Obviously, I think they have an opportunity or they have already bridged that gap a little bit just by going through developers.
51:44But I think as they want to continue to learn to grow and how they have to grow as a startup, you have to go up here at that level to get top down almost. So I think there's a lot of opportunity to close that gap. Yeah. So many companies miss that. And it's not that it's hard to do. It's just to take some time and some steps and it's a little bit more work. I think it comes with the stage of the company. Totally. And it's definitely just a fun opportunity to... I want to be in the room when they're like, this is a new persona or a new... This is somebody we need to go after. How can we do it? I think it would be very, very interesting to see for sure.
52:25So on that note, how would you like to see them take it to the next level? I mean, obviously, they can do a little more with the buy team and looking at building out campaigns there. But is that what that looks like? I think that looks something like that. Or even like I build out a team's messaging layer, right? So that sits above that individual developer story. So something like cursor for engineering orgs, right? So that's very simple, but as a positioning statement, it puts you in the right mindset of, oh, this isn't just for me as an engineer, or this isn't just for me as an engineer, but this is for my entire org or my entire engineering org can use this.
53:07You have proof points around the development speed, code quality, onboarding new engineers faster, which I think is such an important thing these days. And this idea around shared brain that we're seeing a lot with AI is so, so important. And I think they should lean into that. Getting onboarded here is simple. It's as easy as a prompt. They have the evidence. They're running hundreds of automations per hour, have enterprise customers already. That raw material to make that really, really good, compelling messaging is there. It just needs to be packaged for that buyer. And I think it's not just the end user, but for that buyer at that level that we're talking about.
53:48I think that's the move that takes them from a developer tool to engineering infrastructure. It's a completely different conversation, but it's super, super important and could be fun. I love that. I would not be surprised if they came and sent you a DM after hearing this episode. That would be fun. Yeah, so guidance and mentorship. Okay, well, shout out to any Cursor PMMs out there. You guys are doing a great job. We can't wait to see how your story develops. All right. So, Wade, one thing I like to make space for on this podcast is a moment of gratitude. Because in product marketing, we never get anywhere alone.
54:26We're always learning from each other, building from one another. So I just want to say genuine thank you for coming on and doing all the prep and sharing your case study and all of your guidance. It's incredibly inspiring and helpful to the product marketing community. So thank you. That's awesome. It's my pleasure. This was one amazing kind of conversation and frankly, very fun. I love when you get to geek out a little bit about product marketing. It's so much fun. So thank you for that. True. I know the time goes by so fast. You're like, oh, we only have an hour for this one. Let's get another one.
55:03Let's get another hour going here. Yeah, totally. Okay. And then last thing is I would love to give some shout outs to some PMMs who have really contributed to your career growth and made you the amazing PMM that you are today. So let's hear it. Who are those PMMs? I have, I've been thinking about this and I have, there's so many people, not even like PMMs, but I think if I'm going to think about this from a PMM perspective. I've had so many great managers over my time, my many years in this industry. Jamal Miller, who was a major contributor to my growth at MailChimp. He's now at Calendly. He's doing fantastic.
55:42He was just such a level head and a smart tactical product marketer helped me tremendously. And then one more is, it's actually his name is John Holbrook. And he was my direct manager at MailChimp for a long time. And he just made me understand the human element of the work that we do, the job that we do, the organization that we live and work in. And he is just a truly good human being that is one of the smartest men that I know. And I am super thankful that I got to experience his guidance, his leadership. And he's still, we talk all the time. Like he is one of my, I think I see him as a friend and a mentor.
56:32So thank you, John. And thank you, Jamal. I love that. Yeah. It feels so good to look back on our careers and think like, wow, I would not be here today if it weren't for this person or that person. That's true. It's very true. Love having mentors like that. Okay. And this is my last question for you. Where else can we access your expertise? Is it best to just find you on LinkedIn? LinkedIn is probably the best for sure. I'm pretty active on there. I have a website too, but you can see that on my LinkedIn too. So yeah, come find me on LinkedIn. I'd love to connect with you. No question about it.
57:07Awesome. Thank you so much, Wade. And hey, PMM listeners, if you like this episode, please share it with a PMM friend. And I would be so grateful if you would leave us 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 with inspiration to take in the next step of your own journey.
From the publisher
Your company has outgrown the thing it is known for, but the market has not caught up yet. New launches land like add-ons instead of the next chapter, and suddenly you are trying to scale a bigger story with old positioning. In this episode, we talk about what it actually takes to evolve brand perception as your product expands.
Wade Burrell joins me to break it down. Wade has 15 years of experience across product, go-to-market, and growth, with time at Worldpay, Square, and Intuit Mailchimp. He led SMS expansion across 37 countries and helped shift Mailchimp from being seen as an email tool to being understood as a multi-channel marketing platform. Today, he is at Zapier, leading product marketing for critical infrastructure in the AI era.
A big part of our conversation focuses on Wade’s work repositioning Mailchimp’s SMS product. It started as a standalone MVP and was initially treated as useful but optional. Wade shares how they worked to shift that perception, connect SMS to the broader platform story, and make it feel like a strategic priority instead of a bolt-on.
Wade also walks through a practical narrative playbook for PMMs, including how to audit your existing platform assets, run open-ended customer research, bring insights into roadmap discussions, and sharpen positioning through real constraints. Plus, we close with a messaging critique of Cursor and where their story could expand beyond developers to speak to larger engineering organizations.
Key Takeaways
- Platform expansion creates narrative lag if your positioning does not evolve with the product
- New products need to feel like the next chapter, not a bolt-on
- Strong narrative shifts start with an audit of what you already own and can credibly claim
- Open-ended customer research helps you find the gaps that matter, not the story you want to tell
- Sales feedback is a fast reality check on whether positioning holds up in the real world
- Great messaging can still get sharper by building a second layer for new decision-makers
LINKS
Messaging Critique (Cursor): https://cursor.com/
Connect with Wade:
LinkedIn: https://www.linkedin.com/in/wadeburrell
Connect with Elle:
