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The Exit Five Podcast

28 Sep 2026 · 44m · 17 chapters

Episode artwork

Is the MQL dead? (with Freya Ward, Headley Media)

In short

Whether MQLs are “dead,” and how to improve sales/marketing alignment by changing definitions and building tighter feedback loops. Freya Ward (Headly Media) argues MQLs aren’t dead; the term’s reputation is. She suggests renaming to “qualified outbound leads” (or “qualified opportunities”) to set expectations and help sales treat leads like cold/outbound prospects rather than immediate deal-ready buyers.

Guest backgrounds

Freya Ward is Associate Managing Director at UK-based, global B2B content/lead-gen agency Headly Media. She previously moved from marketing into sales after being frustrated by how sales handled her leads.

Key claims

MQL definitions vary wildly; debates harm marketing’s reputation. Marketers must be “bilingual” in internal stakeholder language (finance/sales). Alignment improves with regular cadence and shared rituals.

Notable examples/tactics

mandatory CRM rejection reason field (ghosting, no budget, competitor, not right now) to trigger re-nurture; assign a nurture manager to optimize workflows and reduce lead leakage; “find your friend” by partnering with an SDR/BDR for a pilot, shadowing calls, and feeding back objections to content.

Written by AI. May contain mistakes.

Chapters

0:46

Preparing for Webinars

Marissa and Maria discuss the preparation involved in running successful webinars.

“Choosing a topic, prep calls, building the run of show, and so much more.”
4:10

Understanding Headley Media's Clients

Freya explains the typical clients of Headley Media and their needs.

“I'm the Associate Managing Director at a company called Headley Media.”
6:37

Lead Generation Challenges

Freya discusses the challenges companies face before working with Headley Media.

“And then what is the problem that they're trying to solve when they hire your company?”
9:27

Frustrations in Marketing and Sales

Freya shares her frustrations with how sales teams treat marketing leads.

“A lot of the over and above work that we do to support the marketers, I mean, we're pretty much all marketers at Hedley.”
11:19

Reputation of MQLs

Freya discusses the current debate around the relevance of MQLs.

“It's got a terrible reputation and it's not necessarily the tactic that's the problem, in my opinion.”
13:16

Bilingual Marketing

Freya explains the need for marketers to communicate effectively across departments.

“And instead, they need to treat it in the same way as they would if they were cold prospecting.”
14:00

The Need for Bilingual Marketers

Learn why marketers must communicate effectively across different departments.

“You have this idea that as marketers, we have to be bilingual.”
16:48

Establishing Effective Sales and Marketing Rituals

Discover effective rituals that enhance communication between marketing and sales.

“And that doesn't always make sense to someone that hasn't studied it, doesn't live and breathe it and isn't as passionate about it to you.”
25:48

Defining MQLs for Success

Explore how to define Marketing Qualified Leads (MQLs) effectively.

“Are there any that like really resonate with you that you think would work?”
28:00

Exploring Synthetic Personas in Marketing

Discover how synthetic personas can enhance customer understanding.

“and the personas that like drinking coffee and they have two dogs and this, that and the other and all of that irrelevant information.”
Show all 17 chapters
29:04

The Role of BDRs in Marketing

Learn how BDRs can effectively align with marketing efforts.

“And then obviously use your human judgment to make sure this makes sense and it's looking at all the right data.”
30:52

Defining Sales and Marketing Alignment

Understand key strategies to improve sales and marketing relationships.

“considering is so much higher than someone who's like, we've just identified them.”
31:41

Creating Accountability in Sales Rejections

Learn how to establish accountability with sales rejection feedback.

“Do you want to kick it off and give us number one?”
34:40

The Importance of a Nurture Manager

Explore the value of assigning a nurture manager for lead engagement.

“It brings that 60 % down into smaller buckets that you can then actually do something with and re-nurture back into a later opportunity for the sales team.”
38:16

Leveraging AI for Lead Management

Understand how AI can assist in managing lead workflows and data.

“Whereas if you have someone that is accountable for this part of it and they start getting wins in for sales and these leads are coming back around again.”
42:00

Leveraging AI for Business Efficiency

Learn how AI can assist in data analysis and improve workflow in marketing.

“And I think it is, there are so many different places for AI inside of the business, right?”
47:11

Building Sales and Marketing Alignment

Discover strategies to foster better communication and collaboration between sales and marketing teams.

“And yeah, I mean, there's like so many different tangents I wanted to go on during this conversation.”
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Transcript

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0:00Hey, it's Dave. So Zoom Webinars and Events has made our recent Exit 5 Live sessions way more pro lately. But don't just take my word for it. Check this out. This is what Kelly B said. She said, I compare all other webinars now against Exit 5. I love that. And look, in a world of AI slop, we just want to make something that's actually worth going to. It's not easy to get an hour out of your day. I'm just the on-air talent though. So I'm going to kick it over to Marissa and Maria. This is our Exit 5 Live production team, our content team here at Exit 5, since they're the ones actually making this all happen.

0:29Marissa? I've been doing B2B content a long time. I know. It's hard to hold attention for more than 30 seconds, let alone a whole webinar. But Zoom webinars helps. Recently, we've had nearly 2 ,000 registrants, over 500 live, and hundreds of hours of watch time on our sessions. Maria, what would you say is driving that? It all starts with prep. We do up to seven hours per session. Choosing a topic, prep calls, building the run of show, and so much more. With Zoom webinars and events, everything's in one place. Registration, emails, polls, analytics. So it's simple to run that cycle every two weeks.

1:02At Showtime, I hand it back to Marissa in Zoom's production studio. With Zoom's production studio, I can set the scenes in advance. So on the big day, I just send them live with speakers and content already in place. Clean transitions, crystal clear audio and video. I feel like I'm running the big game back there. So this is why our webinars have been crushing it lately. Look, they just said we're spending seven hours per session on this. And don't just take our word for it. Come and see firsthand. We run these every other Friday. It's called Exit 5 Live, now powered by Zoom webinars and events.

1:32So come and check us out. See this whole thing live. And if you want to learn more about using Zoom at your company, check out zoom.com slash exit5. That's zoom.com slash exit5. Hey, it's me, Dave. Today's episode is brought to you by Convertive, a B2B marketing agency that helps enterprise teams build an AI-powered go-to-market strategy. Q4 is the time of year when having a great agency partner matters more than ever. If you're shopping for a new agency, Convertive is worth looking into. They work with marketing and operations leaders to help grow revenue across the business and AEO. One of the things I know you're thinking about right now is one of their specialties.

2:07Trusted by companies like DocuSign, Databank, and Constructor, Convertive builds on the search and marketing work you're already doing and helps optimize your site so more of your buyers find you and turn it into pipeline. Right now, they're offering Exit 5 listeners a free AI search review. They'll run the questions your buyers are actually asking through your Google and AI tools, show you how you stack up against competitors, and tell you what's worth fixing. If you're looking for a refresh of your AEO strategy in 2027, this AI search review with Convertive is a great place to start. Check it out.

2:38It's convertive.com slash exit 5. That's convertive.com slash exit 5. And you can also see the link in the show notes. You're listening to The Dave Gerrard Show.

3:02Hey, it's Dasha. And on today's episode, I'm talking to Freya Ward. Freya is the Associate Managing Director at an agency called Headly Media. They help B2B tech companies get their content in front of potential buyers to generate leads. But before she worked in an agency, Freya was a marketer, and she got so frustrated by how the sales team was treating her leads that she actually stopped being a marketer and joined the sales team instead. So she has been on both sides. She really gets it. And we spent today's episode talking about a topic very near and dear to my heart, sales and marketing alignment.

3:36We talked about whether the MQL is really dead and what Freya has been suggesting clients call the MQL instead. But probably my favorite part is Freya shared specific tactics that you can try with your sales team today to build good alignment. I shared some of the things that have been working on our team as well. I think you're going to walk away from this episode with a few things that you can implement right away, especially if you're tired of the same argument from the sales team, which is just, you know, these leads are not good enough. So enjoy the show. I hope you enjoy this episode. Let me know what you think.

4:09Freya, welcome to the podcast. So excited to chat with you today. Let's get you introduced. Freya, who are you? Where do you work? What do you do? Amazing. Thank you, Dasher. So I am Freya Ward. I'm the Associate Managing Director at a company called Headley Media. We are based in the UK, but we're a global company. We support marketing managers that are working at B2B technology companies who are looking to drive marketing qualified leads or MQRs, whatever they want to call them. Leads that are at that early stage in the funnel and ready for further nurture and conversion. Let's talk about that.

4:45What does your typical client look like? Who is hiring you to do this type of work? Yeah, of course. So we work with B2B marketing professionals. It could be anyone from the head of marketing. It could be media buyers. We also work with agencies as well, so media buying agencies. In some instances, we work with kind of founders. It really depends on the size of that business. Our sweet spot is really in that mid-market to enterprise company, but the practice of what we do is applicable to any company size, really. When you say mid-market enterprise, give me like numbers, like what is the typical headcount at a company like that?

5:23And then I'm also curious who on that team are you working with? Is it the demand gen manager? Who are you getting kind of like plugged in with? So we tend to look at the marketing department as the overall headcount for our ICP and who we're targeting, who we're working with. The campaigns that we run tend to work most effectively when you've got a headcount of more than three marketers. But some of the clients that we work with might have five, 600 marketers in their department. It really depends. It's often more siloed when they're a larger company. So that's more of a not an individual relationship.

5:54We'll have a global footprint with that kind of account. The job titles that we tend to work with, it's anyone from demand gen into head of marketing. It could be your paid media specialist. And then agency side, it's more account managers, account directors, account execs in some instances. And yeah, it really is split. It really depends on the responsibilities of that individual, whether they're focusing on specific emerging markets, for example, they might be a marketer that's focused purely on those new markets, or it could be a head of marketing that's just trying to pull something together globally.

6:29Often it's the more senior titles work with us when they work on a global campaign and they're looking to then pass it down into their field marketers to run the execution of it. Got it. That makes sense. And then what is the problem that they're trying to solve when they hire your company? So a couple of different problems is either they are looking to open up a new territory and they don't really have a footprint in that territory. They're trying to understand who their potential buyers could be, who their audience is that they need to target. So they'll work with us to replicate where they've already had success in one market.

7:01They'll look to replicate that. And we understand the local nuances, especially when it's local language content syndication and lead generation. It has to be done slightly differently from a compliance angle, but also from an audience angle. Job titles don't always transfer too cleanly across different geos in different markets. So it could be focusing on that side, the net new acquisition, or it could be that they have had a poor experience in the past with content syndication and lead generation, and they're looking for a vendor that truly understands it, owns their own portfolio of publications, and can support them in a trusted partnership, as opposed to over-promising and under-delivering like, unfortunately, a lot of vendors in our space do.

7:41And at these companies, what does their funnel look like? I'm curious, before they start working with you? Where are their leads coming from and who on the team is touching them? And what does the handoff look like? Yeah, of course. So generally speaking, our ideal customer will have a marketing automation system in place. They will be looking for top of the funnel leads that are a little bit more educated than like a programmatic or display activity. Maybe they've seen traffic drop on their own website. They're not generating as many inbound leads and they need to turn something up when it comes to outbound.

8:15So So they'll be reaching out to us with a gap, essentially, that they need to fill. If they have a marketing automation set up in place, then that can work really nicely with the type of leads that we generate because they need to be nurtured. They're not sales ready opportunities. They're very much marketing leads that are ready for further nurture, more content, you know, multi-channel exposure and everything else. But we do also work with clients that have a challenge when it comes to providing the sales team with leads. we do a lot of expectation setting and we'll support a lot of our clients in sometimes just backing the marketers up when they're talking to their sales team or the BDRs or the SDRs whoever it is that they're now reporting into I mean a lot of marketers in the space are now reporting into revenue metrics and that can be quite a tough adjustment our aim is to put control back in the marketers hands and help them build alignment with their sales team and generate leads that maybe when we deliver them they're not quite ready for sales conversations but with some further nurture, they'll be ready to hand over with maximum intelligence.

9:15They meet the ICP, they're engaging with content, and maybe we understand their challenge, what they're looking to address, why they're consuming that client's content, so that when they do go over to sales, there's a little bit more alignment and they start to see that success. A lot of the over and above work that we do to support the marketers, I mean, we're pretty much all marketers at Hedley. So what's the saying? A wolf in sheep's clothing. I'm a marketer, but I wear a sales hat, really, So I did the jump from marketing over to sales, mainly don't tell my sales colleagues, but mainly because I became frustrated that salespeople weren't doing the things that I thought they should be doing as a next step with the data that I was generating.

9:52So I made that jump into sales, but with a marketing attitude and created that alignment. And I'm trying to support my clients in doing the same thing. What were some of the frustrations that you were feeling as a marketer that made you make the jump? Oh, there's quite a list. I mean, I'm not going to throw salespeople under the bus or speak negatively about them. I am one of them, but I think that gives me a bit more of a pass, right? So I would say the most common thing that used to frustrate me and I still deal with on behalf of my clients now is the salespeople saying, you know, marketing leads don't work or marketing leads don't convert or being able to just tar them all with the same brush, all the leads with the same brush is probably the most frustrating thing.

10:35Because the reality is, if a salesperson is approaching a marketing lead in the way of a traditional sale, you know, if you treat a lead that's come through a LinkedIn campaign, for example, in the same way that you treat a lead that's filled out a contact us form on your website, they're not in the same headspace. They're not necessarily saying, I've got my Amex out. I want to invest, especially when we're working with tech companies, you know, they don't necessarily want to invest and displace one of your competitors and invest in a multimillion dollar deal just off the back of one piece of content or, you know, a DM on LinkedIn.

11:09So the biggest frustration for me is, or was, salespeople just hiring every marketing activity with the same brush. The biggest frustration now is probably the reputation of MQLs inside of not only the marketing department, but outside of that as well. It's got a terrible reputation and it's not necessarily the tactic that's the problem, in my opinion. It's just that it's a really easy thing to say that marketing leads don't work or marketing, you know, whatever marketing is doing isn't working because it's not meeting the stage that sales expect that activity to be at. Let's talk about that because any social media platform without seeing the MQL is dead, death to the MQL.

11:55So Freya, is the MQL dead? And what do you mean when you say that it's got a bad rap? Talk about that. MQL is not dead. Maybe the terminology is a little bit redundant, a bit tired. I believe the reputation is associated with the framing of it as opposed to the actual tactic itself. I speak with B2B marketers every single day and every single one of them, even sometimes inside of the same company, has a different definition for what an MQL is. I was on a panel this week And in that, we debated a little bit about, is the MQL dead? Is it not? And one of the fellow panelists said, well, no, we don't measure our success on MQLs anymore.

12:37We measure it on qualified, they actually called it qualified opportunities. And when I pressed her a little bit harder, it's basically the same thing as an MQL. They've just called it something different. And that has had an improvement for her. We do the same thing at Headley. We call them qualified outbound leads. It's a psychological shift. We're not looking to just rebrand, you know, as marketers, We love to rename something. We love to repurpose and rename it and rebrand it. But qualified outbound lead sets an expectation to the sales team. A, it's qualified. So it meets the ICP. But B, it's outbound.

13:09And if a salesperson hits a word outbound, that's speaking their language. They understand that it isn't something that's come to them. And instead, they need to treat it in the same way as they would if they were cold prospecting. So you position it in the right way. I think it can be well received. I've seen it with my own clients. They've seen an uplift in relationship, internal comms and engagement through that shift and that rename. You're absolutely right, Dasha. You can't go on any social platform without seeing some form of debate about the MQL is dead. What I mean by reputation is exactly that.

13:42It's actually really damaging to the reputation of marketing as a whole because an MQL is a marketing qualified lead. And what we don't always take into account is by tarnishing the name of something and joining in that debate is actually really damaging for the internal stakeholders impression of the marketing department as well. It's an interesting one for sure. You have this idea that as marketers, we have to be bilingual. Talk about that a little bit. What do you mean by bilingual in a marketing world? Yeah, I absolutely do. So I believe marketers have to be bilingual nowadays. What I mean by that is not other languages.

14:25I mean, props to anyone that speaks any other language. I am terrible. I can just about order a glass of wine in French and I think I can order a beer in German and that's about it. What I mean when I say marketers need to be bilingual is internal language. So marketers need to be able to speak finance. They need to be able to speak stakeholder and C-suite. They need to be able to speak sales in a language, in a way that they can translate marketing achievements, marketing goals, marketing tactics in a way that the recipient of that information understands. That's the biggest way that I think marketers can win.

15:01What I mean by that is, I mean, there's a great article actually by a gentleman called Gareth James. He works at a company called Hallam and he wrote a piece recently about, it's actually, it's a really good article. You should definitely check it out. We'll link it in the show notes. Amazing. Thank you. It's about how, if you are a marketer and you're going into a budget meeting with finance, how to translate your marketing budget requests, essentially, into a language that finance understands. So he talks about profit and loss. You know, he talks about all of this terminology that finance will understand.

15:33And I think internal marketing is one thing, but actually articulating in a way that the recipient will understand will help you get buy-in. It will also prevent the role creep. And what I mean by that is, I think everybody listening, everyone I've ever spoken to in the marketing world has someone in the C-suite or someone in the sales team, someone in finance that thinks they're a marketer. when it comes to reviewing your budget or the tactics or whatever it might be. I mean, AI has only fast-tracked this. Someone actually referred to it yesterday as a Clawedit. So Clawed audit, basically, which is their C-suite using Clawed to audit their marketing.

16:14And it's like, oh, I've done a Clawedit. That's one of the threats for us, right, is there's all these AI models that will help non-marketing folk understand a little bit more about marketing, but certainly not enough that they've done a degree in it. They've spent years in their career and they've earned their place. And this role creep comes in all too often. And I think part of that is because as marketers, we over articulate the metrics that matter to marketing almost as a justification because it makes sense to us. But then we find ourselves having to explain more about traffic and more about all these different measurements and share of search and everything else.

16:51And that doesn't always make sense to someone that hasn't studied it, doesn't live and breathe it and isn't as passionate about it to you. So what I mean by marketers need to be bilingual is I think there's two different areas of marketing. There's the operational and tactical elements, which absolutely should be discussed inside of the marketing department. But then there's the output and the results that should be discussed in a way that the stakeholder understands. I think that's so true. Also, show me any other department where a company, everyone outside of that department is like, I think I could do that job.

17:24Like, I'm not going up to finance and saying, oh, I could totally like a model. Sign me up. You're right. Marketing is one of those things where someone will just walk by and say, I think I can do that job. It's harder than it looks, but it's so true. I mean, the metrics that I report on to our leadership team, like in our leadership team meeting are so different than the marketing metrics that I'm reviewing with our marketing team. Those are far more in the weeds than the ones that I'm, when I talk to the leadership team and I give a Monday update on how we're doing as a marketing team, I am exclusively talking about this is how much pipeline we've driven.

17:59Cause that's really all we care about. Like are we generating enough pipeline for our AEs to hit their number. And with the marketing team, we care about traffic and we care about sheriff search and we care about hand raisers. We care about so many metrics. So I think you're right. Like the level of altitude and how much you share, we say, especially in a remote world, like over communicate, over communicate. But I don't think that means just word vomit every single metric that you're measuring to leadership and expect them to care or understand how it ties to the overall business, at least not with educating the teams why those things matter and how they apply to the broader business strategy.

18:35So that makes a ton of sense. What I would also recommend doing is that cadence. So as I mentioned earlier, great opportunity to align at the top of the year. You would not believe the amount of marketing people I spoke to at this event I went to this week that said that they haven't sat down with that same group of people since their kickoff in January. we're getting close to q4 like we're pretty much in q4 and the amount that has changed in the b2b landscape in the last six months let alone nine months is wild and if you're working off of the same definitions criteria touch points and metrics that you were at the top of the year that might be fine for your specific niche and industry but you've got to check in on it you've got to check in on you know what's going on on the sales side what is the pushback what's the leakage what's happening?

19:23How do we need to refine this criteria to qualify these leads before I deliver them back over? So the cadence is probably even more important than the rebrand. It always surprises me as well when I talk to other teams how infrequent their communication is. So I have a few suggestions that people can steal from what we do at our team. Our team is smaller, I will say. We are a team of about 100 people. And between marketing and sales, where there's probably like 15 of us. And what we do, we have a few rituals in place to make sure that marketing and sales are working in block step. So the first thing that we do is I sit in, we have a weekly deal review where we review every deal in our funnel with the sales team and marketing is an active participant in that.

20:09In fact, when we first started deal review, I actually led it, which I thought was cool. Like you've got your head of marketing running deal review and asking reps, like, how's it going? What do you need help with on the deal? What's the risk on the deal? So I played such an active role in understanding what was happening, where were deals falling apart? What stage were we struggling with? I no longer lead deal review, which I think is fine, but I sit in on it and so do a lot of marketers on the team. The other ritual we have is a weekly show and tell, which is where a rep will open up gong and they'll play a meeting on 1.25x speed that they've done.

20:43And we pause to give feedback and ask questions, which is so important for marketers to be a part of that to see how is the sales team actually talking about the product? How are they selling it? What objections are they having? Helps inform so much of our content. And then every morning we start with a sales standup and every rep just says, here's what I'm doing today. And by the way, like I have a question where like I'm stuck here. All of our marketers are part of that as well. I think we obviously, you know, we're a smaller team where we can have meetings But there's a version of that that can be true at every team size.

21:18And so we are iterating on our messaging and like how we demo, I'm not even joking, every single week. Every single week we are changing our messaging, we're changing something about our strategy. We are not waiting for a kickoff call. It feels so natural now that it's kind of wild to me when I hear like, oh, we're going to revisit what we're doing a quarter from now. Like, why would you wait when there's probably so much insight that you have that you're sitting on that you're just like you're just waiting? Why? So that's my little rant. I think there's like a lot of rituals that teams can incorporate to make sure that sales and marketing are talking more often than a sales kickoff once upon time in January.

21:57Yeah, that's such a good example. I mean, yeah, that's such a good example. And I think what you've done inside of your company is you've just normalized communication between the two departments, right? So now, by you leading that initial one as well, it's like, oh, okay, they do respect to marketing, they understand where we're coming from, they understand, okay, they're part of the team. And now you've blurred the lines, which is the dream, right, is that we all work towards one goal, and we can have those conversations and give feedback both ways. And it's so helpful because the sales team, when they see marketing as part of the team, and granted, like I've always positioned marketing internally, like our job is to make the role of the sales team easier, whether it's making more of the market aware that we exist, educating people before they show up to talk to sales, or, you know, doing something along the sales process.

22:48So I think sales sees marketing as a true partner, but that all sounds great. Like, how does that work in practice? Just this week, someone on our sales team was like, hey, Dasha, this thing I said on a demo, I tried it for the first time. It really resonated. You know, we already have drafted a blog post addressing that very thing. He was saying, I didn't really realize this was like a real value add, but I've said it a few times now and it's really landing. Like maybe we can do something with that, which is great because it's a feedback that goes both ways. And that feedback loop is so important.

23:20So I think, yeah, if you make communication regular and casual. It's just a Slack message that's in exchange now, not like a formal kickoff where we're all buttoned up on a Zoom. There's so many benefits to doing that.

23:53Optimizely actually won the whole session. He showed us how he used Optimizely's AI agent platform to run an ABM campaign that gave 2 ,000 accounts their own landing pages built from signals like job postings, press releases, and leadership changes. That's like the holy grail of ABM, by the way. Optimizely's agent platform is built specifically for you, the B2B marketer. You can build your own agents like McKeel did or pull from a directory of 50 plus pre-built ones made just for marketing use cases all in one place. They also just launched virtual teammates. These are digital members of the team that learn over time and can join meetings, complete tasks, support campaigns, and keep your website optimized.

24:30If you're being asked to look into AI agents right now, Optimizely should be at the top of your list. Go and see how they can help you reclaim your time and build cool stuff just like McKeel did. Check them out at Optimizely.com slash exit5. That's Optimizely.com slash exit5. Hey, it's Dave. Today's episode is brought to you by Compound Growth Marketing. They're a full funnel demand gen agency that I've personally hired twice. Yep. Before I was just a thought leader. I was a real marketer and CGM was one of the best agencies that I worked with. They help high growth software companies show up earlier in the buying journey where potential customers are forming opinions about which product to use.

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25:44That's compoundgrowthmarketing.com slash exit five. I wanted to ask you, I'm sure you've seen a lot of MQL definitions. Are there any that like really resonate with you that you think would work? Like let's say a company listening to this or a marketer listening to this, their company is struggling to define an MQL. Is there a starting point that you suggest, like something that would work for the majority of teams? Like how individual does it have to be? I think the actual exercise of establishing your MQL is applicable regardless of your company size. Like if you're a startup, if you're a one man or one lady band, wherever you are in your journey or you're working for a large enterprise business, the exercise of establishing exactly what criteria goes into your MQL should be universal.

26:28I mean, if you're a startup, then I'm to a degree slightly envious because you haven't got the historical legacy information and legacy experiences that you have to either undo or retrain. Instead, you've got that opportunity to really set those boundaries and define what success looks like and potentially be more agile and flexible with it. But it can still happen inside of large enterprise businesses and everything in between. The criteria that I would look at, the first thing I would do is visit your sales data. So visit the success stories and actually speak to those customers as well, because there's so much that can be gained.

27:06Like I'm a big advocate of businesses allowing their marketing people to do market research with their established relationships. You know, why do you keep coming back? Can you remember how you originally found us? What is something that we do that for you, idle customer, is different to others in the space? Why haven't we been displaced by a competitor? What is it? Is it the relationship with your account manager? Is it the actual product and the solution? Is it the price point? What is it that keeps you here? and also potentially incentivizing lapsed accounts as well to get that same intelligence.

27:38Because if you only know what you're doing well, you don't know where you're going wrong. So there's opportunity there as well. But if I was building out a framework for an MQL definition, I would look initially in that success data. Interestingly, there's a big debate going on that I'm seeing a lot about at the moment about buyers' personas. And if you've been in the marketing space long enough, then you remember CEO Colin and finance Fran and the personas that like drinking coffee and they have two dogs and this, that and the other and all of that irrelevant information. There's a new thing or an emerging thing coming through about synthetic personas and I think that that's quite an interesting approach.

28:14I'm certainly not an expert in it. I have only started exploring it this week, but I think that's also a really nice place to start. So check it out, do some searches on synthetic personas. The head of marketing actually in EMEA for Samsung is talking about it at a lot of events at the moment And I think it's a really interesting topic that's using LLMs to role play your personas and to really get to know your customer and your ICP. But yeah, the first place I would start is in that success data. How did they get there? What can you map? What can you attribute? But also remember that not everything is able to be attributed.

28:49So remember the dark metrics as well, especially where we are right now with AI and AI models and search behavior and everything else. But try and build a picture from your success data on what good looks like and start there and then look to fine tune it. I was going to say, I think if you're a marketer and you have the luxury of sitting on even a year's worth of data, but probably more, you can use AI to tell you and reverse engineer what an MQL actually means for you. And then obviously use your human judgment to make sure this makes sense and it's looking at all the right data. but we're living in a world where you can use AI to actually tell you and reverse engineer what has success looked like historically and almost like package it up for you and create those definitions and then get in a room and pressure test it too.

29:38But I think that's great. Everything you're talking about, we've done in practice and it's worked really well for us. I'm curious to get your opinion. Our BDRs sit on the marketing team. Someone listening to this is going to be like, whoa, what? But we have BDRs that report into marketing, which has worked really well for us. We split our world into two universes. So one, marketing is responsible for pipeline generation, and sales is responsible for taking that pipeline that marketing creates and converting it into closed-won revenue. And it's worked really well for us. And by those two definitions, BDR, it kind of like, oh, it makes sense.

30:12Yeah, BDRs help generate pipeline. They get interested people on the phone for the sales team to then convert into customers. But in our CRM, we have everything is just a lead. And the lead is either totally cold, which we call identified, like we've identified them as a lead, or they're aware that we exist, or they're interested, or they're considering or they're selecting. And so it's kind of like your classic ABM definitions of like how warm is a contact or a company on their buying journey. And also those levels indicate what is the value of reaching out, right? Like the value of reaching out to someone who's interested or considering is so much higher than someone who's like, we've just identified them.

30:56And you're going to do different things based on where someone is in their journey. You're not going to use the exact same strategy for both. So I think there's so much value in just spending time defining those things and building a strategy around outreach for them, rather than just treating every single contact at every single company the exact same way. And with AI, we actually have the ability to do that, even with a small team. But if you have a big team, even better, like you've got more horsepower, more brains to like come up with these definitions and put this all into action. We spend a lot of time talking about marketing and sales alignment.

31:31And I wanted to make sure that we talk about three specific ways to fix sales and marketing alignment that you felt in practice have actually helped. Do you want to kick it off and give us number one? Yeah, for sure. So the first thing that I would say, there are many ways to build sales and marketing alignment, but I think three great places to start. Well, three things that I've seen move the needle the most or quickest. The first is get buy-in from the sales leader for you to create one simple mandatory field in the sales CRM. That field has five, six different reasons for rejection. So if you are providing your sales team with a marketing lead and they are rejecting it, it means that they can no longer reject it without putting it into one of these five or six different buckets.

32:20Those five or six different buckets should represent the most common reasons you suspect for rejection. For example, we do this at Headley. We have ghosting, which is a gentler way of saying, I think most people know what ghosting is now, but a gentler way of saying that person's just completely ignored you. So we have ghosting. We have not right now. We have no budget. We have gone with a competitor. And then we have, well, I'd say those are our top four. We have a couple of other ones, but they're quite prescriptive for our solution. So those top four are all indicators of actually the stage that essentially they're not at the right stage to speak to sales.

32:57What happens then is our sales team are tasked with selecting one of those four different reasons. The marketing team then has workflows that compete against those or counter-argue against those reasons for rejection. So ghosting is like a long workflow. It's a multi-channel approach. It combines email, social, it trickles them into all of our programmatic ads, everything else. My favorite is not right now, because that does not mean that that person doesn't want to buy your product. It doesn't mean you're too expensive. It doesn't mean they've gone with a competitor and they've given you intelligence.

33:30It just means something has changed and they can't commit to working with you right now. That's the re-nurture. That is the warmest re-nurture is, for me, the highest indicator for our marketing team to keep providing them with content, resources, and everything else. But also, we have it in our system that it automatically sets a reminder to the salesperson to re-engage that contact in three months' time. So we've done some benchmarking, and we see that three months, we tend to book our clients quarter on quarter. So it sets them a reminder to reconnect, so it actually reprioritizes it back to sales at the right time, hopefully the right time.

34:05You have the budget one, which again, lots of budgets change, priorities change. That's absolutely fine. That's intelligent. So that goes back into the marketing workflows. And what happens when you add in a mandatory field, it makes sales more accountable for their reason for rejection. And it enables marketing to ask more questions. So if you have a fractious relationship and you're not going to be able to get that regular cadence with the sales team, or maybe the sales team is huge and remote, you're remote and you're a solo marketer, there's a lot of barriers that are potentially in the way.

34:36If you can convince the sales leader to put this mandatory field in, it then brings that, what do we say? Maybe your rejection rate is 60%. It brings that 60 % down into smaller buckets that you can then actually do something with and re-nurture back into a later opportunity for the sales team. Yeah. I think that's like a no-brainer in such a low lift way. Like salespeople are already filling out fields. What is one more field? Especially if it, I think the reason to, like if I was positioning to my sales team, you can already hear the eye rolls like, oh, one more field. But the promise is like, look, like this is going to help me understand why things are not landing so that I can get you the best leads ever so that you're not wasting your time.

35:18Like your time is valuable. I want to make sure I'm sending you the right leads. This is a feedback loop for you. So yes, I get it. It's one more field, but this field is actually going to help me and my team like calibrate so that we're sending you leads worth your while. Just before we jump into number two, we also communicated it to our sales team that they would retain that lead. So if marketing are then able to re-engage that lead, it comes back to the salesperson that rejected it. So there is that benefit for the salesperson and it will come back warmer. It will come back more engaged and you've already potentially built a rapport with them if they're not in the ghosters field, right?

35:53So it's not a case of you're just helping marketing. So the perception for sales is more positive because it's okay, well, if I give you this feedback, if I can get you a reason and give you this feedback, that could be a much lower hanging fruit for me at a later stage. You're going to do the nurturing for me. That worked really, really well for us. And it encouraged that feedback loop. In the absence or the addition of conversation, because if it just becomes, well, like your example, Dasha, you've made your regular cadence and check-in with your sales team a habit. and that field isn't even noticed by our sales team now.

36:27Like it's just part of the process when they're rejecting a lead. I love that. Yeah, I mean, getting to keep the lead, that is a gift to the rep rather than like having it be round robin to someone else. Like you've already had the touch point. The momentum is there. You get to keep it. I love that. All right, what's number two? So number two is assigning a nurture manager. So I'm not trying to add more responsibilities to marketing folk. I know that we're stretched, we're, you know, overworked, undervalued, all of the things, but assigning a nurture manager. So what I mean by that is you set up the mandatory field, you set up the process.

37:05Now someone has to re-nurture these leads. If you make it nobody's responsibility, then they will just go into a workflow, whatever cadence you've set up for that workflow, say it's four emails, a certain number of impressions, and then they're done off of that workflow. If that doesn't re-engage that audience, then those leads turn into lead leakage and they're just thrown away. They're just wasted. If you assign a nurture manager, they become part of their responsibility is to dive into this data. So it is to evaluate those workflows. It's to optimize that campaign. It's to check in with sales as well and say, hey, BDRA, I noticed that 40 % of your leads are being rejected because not right now or not the right fit?

37:49Can we dive into those in a bit more detail and just get a bit more intelligence and insight? And then maybe they find that actually they were just putting them into that bucket because it was the first one in the list and it was convenient for them. That starts to warp the marketing data, right? So having a nurture manager that is assigned and responsible for re-engaging this, what would otherwise just be leakage, can really change the game. Where my clients have done this and where we've done it at Headley, we have seen an uplift in re-engagement that has brought our overall cost per lead down, that has brought the cost per acquisition cost down, that has also built more of a rapport with sales because sometimes an entire marketing department or a head of marketing talking to BDRs, talking to the sales team, talking to the AEs, especially if you've already got that friction in your relationship, it can create a lot of push and pull.

38:36Whereas if you have someone that is accountable for this part of it and they start getting wins in for sales and these leads are coming back around again. They've done some tweaking here, some optimization there, maybe create some specific content for these four, five, six rejection reasons. That's a win for marketing. And overall, it's a win for sales. It's a win for the overall revenue and the overall business. Who is this person in the marketing org? Is this a new hire or is this an additional kind of hat that a marketer starts to wear? I don't think it has to be an additional hire. It depends on the size and scale of your marketing team, of course.

39:11If you are a one man or one woman band and you are already really stretched, then maybe work with AI a little bit to build out some of the workflows to build out that side of things that can be a real assist and a real help. if you are able to make a hire then absolutely this is a great hire but i would be expecting them to do a lot more than just nurture the lead leakage so i think it's an additional responsibility but i think it is a worthwhile investment of time because you only have to look at benchmark reports i can't i'm not going to quote them off the top of my head but you look at benchmark reports when it comes to lead leakage it's the lowest hanging fruit and there is such a wastage.

39:50That individual, if it was an additional hire, could also focus on legacy data within your CRM, re-engaging that. We work with clients that only focus on net new contacts and net new accounts. Some of those clients are the largest enterprise businesses in the world. There are only so many net new companies and accounts that don't already know and aren't already in the CRM of X enterprise company. So what are they doing with that data? How many people are actually mining that data, nurturing it, re-engaging it, re-profiling it. They're sitting on an awful lot of data. And I think every marketing department, every CRM is sitting on so much data.

40:29You only have to have a subscription with a CRM system to see just how much data you're sitting on and how much of that data is actually just sat there stagnant, not moving, and probably not even in a workflow. So if it is an additional role, then I would be giving them the responsibility of being the nurture manager, but that expands to more than just lead rejection. And instead it's focusing on legacy data and cross-sell, up-sell, the low-hanging fruit in the B2B space. Yeah, no, that makes sense. I'm just thinking out loud. If it's me, I think I'm having a hard time in general, like getting headcount approved.

41:05Based on what you're describing, if it were me, I would probably just create a Claude agent inside of Slack, hook it up to HubSpot, which is our CRM, and then have it run a weekly cadence where it's looking at the reasons, tagging the rep responsible and just asking the questions. We've set up similar agents inside of our Slack for sales competitions. It's so easy to set up. I do think you have to be a Claude admin to do exactly what I'm describing with Claude tag. But what you're describing sounds like a great role for for an agent to roll up to a human to review. And so the work of collecting the data, aggregating the data, looking through it, you can 100 % delegate that to AI, but then just have like a human oversee it.

41:48And it sounds like a big responsibility and it is, but I don't think it has to come with like a lot of demand on someone's time to actually run something like that. I'm taking that back to the team. I'm going to do that. Well, before we jump into number three, I think that is a great idea. And I think it is, there are so many different places for AI inside of the business, right? And there's so many different ways that it can be used and leveraged as an assist. And I think one of my favorite ways is something like that. So it is, okay, well, I'm going to need to sense check this. Of course, anything AI should be sense checked, but the data exists.

42:20It's already there. This is already happening. They're already being rejected. I've set up the mandatory field. All I need to do is get some more action happening around that particular account, those contacts and AI is, yeah, I think I'm excited to hear how you get on with it inside of your company. Oh, I'll circle back. Maybe I'll do like a LinkedIn post on it, but yeah, I think it's like a no brainer. I'm delegating a lot of like number crunching and data analysis that lives inside of our CRM to AI and having an agent roll it up to me. Just things that I always kind of knew in the back of my mind would be helpful to look at, but didn't have the time to collect is now just being pushed up to me.

42:58It's great. Okay, round us out with the third thing. I'm excited to chat about this one. Tell me about it. The third thing I would say is basically find your friend. And what I mean by that is building sales and marketing alignment. It's like, okay, my departments are so far apart, right? This is just an example. But if you're sat there thinking my departments are so far apart, we're so disconnected. I'm just one marketer in a band of many marketers. We all feel the same, but the salespeople aren't listening. We've got all of this traditional and legacy team and they sell in a certain way. We can't influence that.

43:36Marketing is way down the hierarchy. I can't do this. I'm here to tell you, you can. You can do it in small, tiny pieces. So, and this is actually the same if you are a small team and you have great harmony as well, but find your person. so what I'd recommend in any of this is find an SDR or a BDR and I love the BDRs feed into your marketing department I think that is so smart and it makes total sense if your business is set up in the way that you explained Dasher then it makes total sense for them to sit on that side it's like the pre and post it's the before and after and it just makes sense but I think a lot of businesses don't have the opportunity to set that up so I would say find your friend find an SDR find a BDR Speak to the sales manager and say, I want to run a pilot with this individual for three months, six months.

44:27Look at your sales cycle, see how long that is. Take that into account in the timeframe that you're suggesting that you run this pilot for, as you probably should with most activity, especially if we're talking about pipeline and things like that. But work with that individual to support them. So build an ally, basically. You know, we're here, we're marketing. I'm a marketing person. You're a BDR. What's going on when you're making these calls? Who are you speaking to? and build that and invest that time in that individual. Explain the content that you've got, the resources. Not just send them an email with the SDR enablement piece and say, here's a piece of content because somebody asked for it.

45:02Instead, if somebody comes through to you because they've engaged with this piece of content, this is what it was written for and this is what it indicates the stage that they're at, what they're researching and what their pain points might be. Really build that relationship with them. If they're having a call, ask them if you can either shadow. If you can't shadow, can you watch it back? Can it be recorded? Can you have the transcript, if nothing else? But show them along the way why letting you in helps them in turn, because they're starting to get richer data or they're getting, you know, you might add in a profiling question into one of the campaigns that you're currently running to build intelligence about the stage of that lead.

45:37And then you're going to articulate that to that individual and explain it. Treat them as a really close colleague and as a friend and as an ally. It's only going to take that individual starting to get success, starting to book more meetings, whatever metric they are held accountable for. The AE then praises that BDR or SDR because they're getting richer prospects coming through. And suddenly the SDR goes, well, I've been running this trial with or this partnership with marketing and this is how they help me. You're then going to have a seat at the table because the sales manager is going to go, okay, well, how do we turn this up?

46:10So if you can pilot it, find your friend, pilot all of the nurture, all of the support, the ideal sales and marketing alignment with that individual, it's only going to take a couple of really positive outcomes for that to then, you know, the other BDRs will want a piece of it. The AEs will then want a piece of it. And then that friction starts to break down a little bit. I love that. Every marketer needs an SDR bestie or a BDR bestie, whatever you call it at your company. They're also on the front lines. You can learn so much by being close to the BDRs. that's another reason I love having them report into marketing is because they're hearing the objections, the real objections on cold calls so much earlier than the rest of the company.

46:52And they're having a volume of conversations no one else is having. So, so helpful. I love that tip. Freya, I can talk to you all day. I think you're navigating in a world that is so interesting, like sales and marketing. I think it's a tale as old as time. Like there's always going to be a healthy amount of friction there. And yeah, I mean, there's like so many different tangents I wanted to go on during this conversation. If people want more Freya, where can they find you? What's the best place to link up with you and your company? Yeah, of course. So you can find me on LinkedIn. I'm super active on LinkedIn.

47:26So just search up Freya Ward. I'm the Associate Managing Director at Headley Media. And if you want to check out the company and the work that we're doing, then look up Headley Media, which is H-E-A-D-L-E-Y media.com and you'll find everything about us. We also run a podcast, which is called B2B marketers off the record, which is all about honest conversations with B2B marketers talking about shifts in buying behaviors. It's not very tactical, but it's more so opinion based and experience based. So you can check us out there as well. Awesome. Thank you so much for coming on the show for this was a lovely, lovely chat.

48:02Thank you so much for having me. It's been a real My pleasure.

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49:06Go check it out, learn more, exit5.com, and I will see you over there in the community.

49:32Customer.io is that they have a great team of marketers who really care about the craft. They just get marketing and understand our audience. Molly, Rosie, and the team bring something creative. Every time that we work together at our Exit 5 event in Austin, they handed out cowboy boots in our newsletter. They shared an AI prompt cookbook. And at Drive last month, they were giving out Airbnb gift cards and AirPods. They believe marketing is a craft that takes creativity, thought, and taste. And no, AI can't do this part for you. The best teams treat AI as infrastructure and built the right way, it actually makes marketing feel more human, not less.

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From the publisher

#395 | Dasha sits down with Freya Ward, Associate Managing Director at Headley Media, to talk about why MQLs get a bad rap and what to do about it. Freya explains why the problem is usually the framing rather than the tactic, how renaming MQLs changes how sales handles them, and what you should rename them to. They also get into how to run a workshop that aligns the team on what counts as a qualified lead, and three specific fixes you can make today for better sales and marketing alignment. 


Show notes

Gareth James at Hallam on getting brand investment signed off by finance directors: https://hallam.agency/blog/investment-for-brand-how-to-get-sign-off-from-finance-directors/


Timestamps:

  • (00:00) - Why Freya quit marketing to join the sales team
  • (09:02) - Is the MQL actually dead?
  • (10:02) - Rename the MQL to qualified outbound leads
  • (11:22) - Why every marketer has speak the sales, finance, and other department’s languages
  • (16:47) - Three rituals that keep sales and marketing aligned
  • (20:47) - Build your MQL definition from deals that closed
  • (24:43) - Why Dasha's BDs report into marketing
  • (26:26) - Fix #1: make lead rejection a required CRM field
  • (31:46) - Fix #2: assign someone to nurture dead leads
  • (38:00) - Fix #3: pilot alignment with one SDR


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