The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/The B2B CMO Podcast with Jon Miller and Sydney Sloan
The B2B CMO Podcast with Jon Miller and Sydney Sloan artwork

Define the Message and the Roadmap Follows with Jamie Domenici, CMO of Klaviyo

The B2B CMO Podcast with Jon Miller and Sydney Sloan · 2026-08-31 · 36 min

0:00--:--

Key moments - from our scoring

Substance score

50 / 100

Five dimensions, 20 points each

Insight Density9 / 20
Originality8 / 20
Guest Caliber13 / 20
Specificity & Evidence10 / 20
Conversational Craft10 / 20

Jamie Domenici brings nearly a decade of marketing leadership experience to her role as CMO at Klaviyo, where she orchestrated the company's transition from a multi-product ESP (email, SMS, CDP, analytics) to a focused B2C CRM category leader. Her approach centers on the principle that strong CMOs sit at the intersection of product, sales, and customer insights - positioning marketing as strategic rather than tactical. When she arrived at Klaviyo, the company's story was fragmented across too many capabilities. Through extensive customer research, competitive analysis, and CEO partnership, she led a category creation strategy that resulted in customers themselves adopting the "B2C CRM" language. The IPO campaign - featuring the tagline "Power of Smarter Digital Relationships" painted across New York, Las Vegas, and San Francisco - exemplified how CMOs translate vision into narrative. Her measurement philosophy bridges traditional brand metrics (aided/unaided awareness via Gong call tracking) with performance accountability, using organic traffic trends, sign-ups, and ARR as connective tissue between brand investment and revenue. She also discusses how B2C marketers operate fundamentally differently than B2B, owning numbers directly and personalizing at scale without sales intermediaries, offering lessons for B2B CMOs on revenue accountability.

Key takeaways

  • →Define your message first and let the roadmap follow - at Klaviyo, positioning as a B2C CRM shaped product strategy, not the reverse.
  • →CMOs are the glue between product, sales, and customer voice; strategic marketing means owning a number (pipeline, ARR, growth) and sitting in revenue accountability.
  • →Brand metrics matter to boards when framed through business outcomes: track organic traffic, sign-ups, and trial conversion rather than awareness in isolation.
  • →B2C marketers excel at personalization at scale and immediate ROI measurement; B2B can adopt their discipline around owning metrics and right-message-right-time orchestration.
  • →AI is creating new traffic attribution sources (AEO from LLMs) that require updated measurement frameworks beyond traditional SEO and direct channels.

Guests

Jamie Domenici

Topics in this episode

Personalization at scaleKlaviyoCategory creationB2C CRMSaaSB2Bchief marketing officerCMOmarketing leaderIPO messagingAEO (AI-generated search)Gong call trackingBrand tracker metricsOrganic traffic measurementB2B vs. B2C marketing differences

Questions this episode answers

How do you convince a board that brand investment matters when they only care about MQLs?

Frame brand through performance metrics that connect to revenue: measure aided/unaided awareness via call tracking, then show the impact on organic traffic, sign-ups, trials, and ARR. Use organic traffic as the primary metric linking brand investment to the funnel.

When repositioning a company like Klaviyo from ESP to B2C CRM, how do you know if the category claim is working?

The ultimate test is when customers themselves adopt the language - calling themselves a CRM, hiring for CRM roles, and discussing CRM operations. Track this via Gong call metrics weekly, measuring how often the market uses your category language.

How should a CMO work with the CEO on a keynote to make it strategic rather than just making slides?

Start outside-in: research hundreds of customers to understand top-of-mind problems, study competitor keynotes across industries (Apple, Anthropic, HubSpot), review your product roadmap, then bring the CEO a perspective on theme and big innovations grounded in market signals and product direction.

What should CMOs own as a number to prove their strategic value?

Own a metric directly: growth, pipeline, ARR, or a segment of revenue. Even if you don't own the entire funnel, having a specific target you're accountable for (rather than just brand awareness) demonstrates strategic partnership with sales and operations.

How is AI changing traffic attribution for B2C brands?

AEO (AI-powered search) from LLMs is now a distinct traffic source, not just traditional SEO and direct. CMOs need to add LLM-driven traffic as a line item in traffic mix analysis and track how customers discover you through agents and AI assistants.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

9 / 20

There are a handful of genuine, usable ideas - messaging-before-roadmap driving product strategy, organic traffic as a brand proxy, and AEO as a distinct traffic source line - but they are buried in significant biographical filler (WNBA, Bravo TV, puppy/teenagers, politician dreams) and a lot of generic CMO wisdom about owning a number and talking to customers. Insight-per-minute ratio is low for a 36-minute episode.

we defined that messaging, uh, first and then the roadmap followed, which was a partnership with the CEO and the cpo
AEO is a big, is a new source line. So I'm looking at traffic that's coming direct from LLMs and measuring my direct traffic to my website

Originality

8 / 20

The messaging-before-roadmap insight and the 'invisible AI' framing are mildly fresh, and the counterintuitive point that AI commoditisation makes brand more (not less) important is worthwhile. But the bulk of the conversation recycles well-worn CMO talking points: personalisation at scale, own a number, talk to your customers, marketers are storytellers.

actually that is why brand is even more important because it's going to be what differentiates you
we defined that messaging, uh, first and then the roadmap followed

Guest Caliber

13 / 20

Jamie Domenici is a genuine large-scale practitioner who guided a company through an IPO, executed a major category reposition from ESP to B2C CRM at $700M+ ARR, and previously ran a PE-backed rebrand at GoTo/LogMeIn - all real, high-stakes operator experience. She's not a career thought-leader, but the transcript itself is thin relative to her résumé; she rarely goes deep enough to fully justify her caliber.

I had to go into a private equity board and pitch them on rebranding. They did not care about brands. They did not care about brand metrics.
we painted all New York, Las Vegas, San Francisco, bought up every billboard, um, put Klaviyo across it

Specificity & Evidence

10 / 20

There are useful concrete details - Gong call tracking reported weekly, roughly 18 months into the CRM reposition, the 'Power of Smarter Digital Relationships' tagline, specific platforms (Reddit, YouTube, 11 Labs, Claude, Gemini), and the Dunkin CMO board member anecdote. However, there are no pipeline numbers, conversion rates, brand-awareness percentages, or revenue impact figures to substantiate the repositioning success claims.

we're about 18. We're almost 18 months in, so. But yes, every week we were reporting out on gong metrics
I'm trying to connect the thread because you were 700 plus million at the time you guys went IPO

Conversational Craft

10 / 20

The hosts occasionally push for the next level of detail - asking about Gong operationalisation, probing the organic traffic drop concern, and following up on AEO mechanics - which generates some of the episode's best moments. However, the conversation is mostly affirming and never challenges a claim; there is no productive disagreement and several obvious follow-ups (e.g., actual brand-awareness numbers, specific AEO traffic shifts) are left unpursued.

Have you operationalized that as a metric, you know, using your call recording system or something?
Can you share that next level detail? Like how are you actually doing it today?

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker C65%
  • Speaker B22%
  • Speaker A13%

Most-used words

marketing38strategic19brand19team17different15cmos14customers14klaviyo13important13customer12world12content12journey11sales11market9love9

Episode notes

Jamie Domenici is the Chief Marketing Officer at Klaviyo , the autonomous B2C CRM. Since joining in 2023, Jamie has guided the company through its IPO and championed Klaviyo's repositioning from ESP to the CRM built specifically for B2C brands, earning recognition as a category leader in Adweek's AI Power 50. She previously served as CMO at GoTo, leading the company's rebrand from LogMeIn, and spent a decade at Salesforce in marketing and customer success leadership. Jamie joins co-hosts Jon Miller and Sydney Sloan to talk about what B2B marketers can learn from B2C's obsession with owning a number and personalizing at scale, how she rebuilt Klaviyo's category story starting from a single bad billboard, and why she's turning content editors into content engineers as AI reshapes her team.

Full transcript

36 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: Welcome to the B2B CMO podcast, a show for marketing executives who are redefining what it means to be a strategic leader. I'm John Miller.

Speaker B: And I'm Sydney Sloan. Between us, we've led marketing orgs at companies like Marketo, which John founded, Demandbase, G2 and Salesloft. For more marketing leadership resources, you can visit b2b cmoproject.com and now let's get into the show. Hello and welcome Everybody to the B2B CMO Project podcast. I'm here with my co host, John Miller, and today our guest is Jamie Dominici. She is the chief Marketing officer at Klaviyo, the autonomous B2C CRM. Um, funny story. The last call I was on, we were specifically the presenter talked about Klaviyo and how you transitioned to B2B CRM. So I might have to pull a question out from there, so the ears must have been ringing. Uh, so Jamie leads global marketing, brand strategy and revenue growth at Klaviyo. She joined in 2023, um, and guided the company through their IPO and champion positioning. Klaviyo as the CRM built specifically for B2C brands. They are a recognized category leader in Adweek, AI Power 50. She previously served as the CMO at uh, Goto and led the company's rebrand from Logmein and evolved its go to market strategies. Before then, she spent a decade at Salesforce in marketing and customer success leadership. She's a passionate advocate for women in technology and inclusive leadership. We're going to have so much to talk about. Welcome, Jamie.

Speaker C: Yeah, thank you so much for having me. It's very exciting and very nice intro. Thank you for all the, uh, kind words about my background. I appreciate it.

Speaker B: Good, good, good.

Speaker A: Well, I'm thrilled to have you here, you know, as a fellow marketing technology traveler. And just also say I've been a little bit of a Klaviyo fanboy just because my wife uses you in her business. So just kind of thinking, you know, I've been fan for different directions for a while, so glad to have you here. Um, I, I'd like to, I want to just kick things off a little bit. Just kind of hearing your story. We've had different guests on the podcast who come to their role in marketing as C and CMO from so many different places. What's your origin? Like, how did you get into doing marketing and becoming a cmo?

Speaker C: That is a good question. It wasn't by design, so I like many, typically that's often the case Yeah, I thought I was going to be a politician, so who knows? But then there was no money, so I went into tech, which is a great move. Uh, and I would say I started out in operations, but I had great cfo, female, uh, leader who told me, you know what? Try every job and see what you like and what you don't like. And on that journey, uh, in operations, I'd done sales ops, I'd done marketing ops. And in the marketing option, I was like, oh, I really like marketing. So from there, I spent the next 10 years doing every job in marketing. Demand gen, pay, media, product marketing, you know, a little bit of everything, um, which I think helped me on my journey to becoming a cmo. I've done every role in marketing. I love them. I. I think it's a great place to be, a great job, and now I have love for some parts, and some parts I know I'll never want to do again. So it's been a good journey.

Speaker A: Did you want to do something different when you were growing up? Did you think you would go in a different direction?

Speaker C: Yeah, I really did think I was going to be a politician. I was really model un. I had, like, a big, big tire. Like I said, there was no money there, so I didn't, uh, I also at one point thought I was going to be an NBI NBA star, so that also didn't work out. But, you know, marketing is close.

Speaker B: Third, have you done anything then with the wnba, now that you're at Klaviyo?

Speaker A: You know what?

Speaker C: I just went to my first game, Valkyrie's game, and we've done some different, uh, media buys with them, and I thought it was fantastic. I two daughters myself, so I got to bring them and got to experience this whole new world of female sports, which. It was awesome.

Speaker B: That mixes all your interests, right in. In terms of female empowerment and then being able to support that and is such a rising opportunity for brand ambassadorship, too. So that's. And the Valkyries right there. That's. That's. That's great. What else would we find you doing other than going to WNBA events with your daughters in your. In your. Five to nine?

Speaker C: Yeah, five to nine. It's not a funny new, like, trend, but I. I don't know.

Speaker B: The996 thing, too. I'm not sure if I'm really into

Speaker C: it, but yeah, yeah, I like it.

Speaker B: I like it.

Speaker C: I don't know if I could apply it 100% of the time, because I think that's a reality. I still think with work, it's this world of big work work for you. So I'm working all crazy hours, but, yeah, right now, I'm in the height of life. I have two teenagers and a puppy, and they have a lot of things, so they want. I'm not working. I'm either. At a volleyball game, at a tr. I'm walking my dog. Uh, and between that, I was, like, 12. Any hobbies? No, but I do really like to watch Bravo. So in my secret time, I am

Speaker B: a total Bravo nerd.

Speaker C: Oh, gosh, me too.

Speaker B: You just need that entertaining, like, you know, take your brain off things and,

Speaker A: you know, it's important, you know, I think, uh, to kind of have that downtime. But back to marketing, it's interesting you mentioned there's farts you love you, parts you hate or maybe don't love as much, you know?

Speaker C: Yes.

Speaker A: Yeah. I've talked to a lot of CMOs who are struggling with parts of it, because there's this perception from a lot of other sources that marketing is not strategic. It's tactical. And I think the parts that we love, at least for me, is when we can be strategic and really impact the business. I'm curious if you agree with that, and if so, what does being a strategic CMO mean to you?

Speaker C: That's a great question, and you're right. I still think there's a perception that sometimes that CMOs or marketing in general is like, we're just doing events and picking colors and, you know, not that strategic. I think it's so far from the truth. I think marketing, good marketers, great CMOs, they sit at the middle of the business, in the middle of everything. And, um, whenever I start a couple hours, they're my best friends, are my head of sales because I feel joint accountability for our revenue numbers. And I think that's really important. And two is ahead of product because what they're building, my responsibility is to bring that to the world, to communicate who we are, how we show up and translate that vision. That's really important and, you know, and the heart of it, you know, the market, you know, the customer, and, like, you're bringing your company to life. So I find that to be, you know, incredibly strategic. Uh, sometimes you touch so many things that it feels like you don't own anything. But in fact, you're the glue that brings it all together. And so I think great CEOs and good companies appreciate and seek that out in great CMOs and recognize that it's way more than paid media and pretty

Speaker B: dollars in the role that you have too, in supporting B2C marketers, we get to ask you kind of different questions. And so when you think about being strategic and truthfully, just the mental of availability of our audience, how do you think of strategic efforts in the B2C world of how to help your customers get their brands found?

Speaker C: Well, I. I do. I feel like I have one of the best jobs because I am a marketer who markets marketers. So I talk about marketing all day long, which is awesome. Um, two, the world of B2B and B2C are really different. And I think B2C, what they do, which is incredible ahead of marketing, is typically like your CRO. There is no sales team. You are the sales team, you are the marketing team, you are the brand team. So, um, and usually those organizations are really lean. So they lean heavily on technology, which I think is impressive with small team. And their job is to get you to buy. Whether it's makeup, it's a seat at a stadium, or it's, you know, the next prom dress you buy. You're really strategic about every single customer interaction at scale, and you have the revenue sitting on your shoulder. So I think B2C, I think all CMOs are strategic. I'm making my own B2B CMO sounds secondary, but I think they have a broad remit and they have to show immediate results that is incredibly strategic for any and all companies.

Speaker B: So it sounds like there's something maybe that we can learn as B2B CMOs in the incorporation of commerce and revenue further into the way that we talk and what we feel responsibility for.

Speaker C: Well, I always try and own a number. So you had mentioned, I own growth. I do own our PLG business. I always try and take a number. Um, so I. And I think that's really important. You shouldn't ever not have something that you're accountable, even if it's pipeline numbers, which I feel B2B typically own, or you have some type of target, is really important. And I think from B2C marketers, I think we can learn that. One, is own a number. And two, they do personalization at scale so well. And I think I take often the right message to the right customer at the right time. I mean, that's their full. That's the whole job. Follow your customer everywhere, capture all that information and get the right offer to them, which B2B we do too. But they do it at scale. So I'm always learning, um, I'm learning a lot from the B2C world that I bring to B2B.

Speaker A: Why do you think B2B doesn't do personalization at, uh, scale as well? Or why do you think B2C is ahead?

Speaker C: I think for one, they don't have a choice. They don't have that sales rep. Right. So I think in B2B you have a rep and I think two, you have longer sales cycles. So most B2C purchases, especially in retail, you have one moment like one interaction. So I think they've really perfected that. And that's what Klaviyo does. So probably biased, but Klaviyo is a tool that's built to help with that. We capture every social interaction we have across every site. But the scale of how you do it, I think that's what B2B aspires to. But we have a little bit more complexity in our sales cycle.

Speaker B: That makes sense. The dreaded buying committee and the complexities associated around that and the orchestration of all that within that longer window, but certain elements of brand building and awareness and that still plays in. Um, I'm curious, going back to strategic and given the breadth of your responsibility, could you pick a current strategic initiative that you are working on right now and what would keep you from doing more of it, like doubling down?

Speaker C: One, um, we have our upcoming user conference, which is a big deal for any company. It's a big deal for us. It's in Boston. But again, that goes back to the question you asked earlier. People are like, oh, you just throw the event, you have dinners, give away swag. Um, but no, actually we're building the keynote. And the keynote is where we bring our message to the world, which is part of the next era, the next generation. The next year for me, I'm working with a CEO. I just met with my CEO and we were sitting down really mapping out the message that we want to get across to our, our users and prospects and customers in the world, which I would find very strategic. Like, what's the next phase of Klaviyo and what does that look like? So I'm working on that. And if I, if anybody comes on here and so they aren't doing something with AI, then we're all silly. But yeah, I'm thinking also about how do I reshape my marketing organization in this new world of AI? That doesn't mean I'm replacing people and jobs are going away, but I am thinking about how do I evolve our team and what we do with AI now at our, um, disposable, which is, which is different. I'M like writing a new playbook. So both strategic.

Speaker A: I'd, uh, love to double click into the work you're doing on that keynote, you know, for a second, you know, because I, I have been in the room when the marketer is working with the CEO on the keynote, and the marketer is expected to just somehow take all the CEOs ideas and somehow make them pretty. Right. And that's not strategic. Right. What are you bringing to, uh, bring the strategic role of marketing to that conversation?

Speaker C: I don't like when people think we just make nice slides. Like that's the worst. I hate that box. But it can nice slides. But for me, it's what goes into the slides. Right. So I have spent a lot of time researching, listening to our customers. So I just came off of where. Where I met was hundreds of customers. Just what is top of mind? What are you thinking about? What are your problems? So really starting outside in. And then too I go look. I mean, I watched 10 keynotes across from Apple, you know, the consumer space to Anthropic, which is kind of new, and how are they thinking about things to HubSpot. Right. Who's also in marketing, but adjacent to just kind of understand how are people talking and thinking about, you know, their own world and what are they doing in keynotes. You can learn. And then I, uh, look at our product, I look at our roadmap, and I look at where we're going. And so I came to him with, I want to hear his feelings. So I know I want to come on, he's a CEO. I want to not just feeling like I'm like, where do you want to go? But I also come to the table with, here's what I'm hearing outside in. Here's where I think our theme should be. Here's our big innovations. Can we push it? You know, um, you mentioned we were the CRM. We were an ESP provider not so long ago. And by branding the company to CRM M, we also pushed our roadmap. These were things that weren't on there necessarily. And we defined that messaging, uh, first and then the roadmap followed, which was a partnership with the CEO and the cpo.

Speaker B: I've always loved this idea and I share it so people understand what we're doing. Our job as marketers is to talk about where the market is going. So we get the credit for the innovation, but then we have to give sales messaging to sell what's on the truck. And I want engineering to always be a little bit nervous on their ability to deliver and the vision that we set forward. And the customer event is the perfect time to do that. One other shift that you had. Um, let's go back a couple steps because you've had the experience of taking a company public. And so when you came in and we're looking at and it's marketing job generally to write that strategic narrative, like, how did you take control of that and partner across the organization? What role did you play? And how did you work with the rest of the C suite as you went through that really important time?

Speaker C: Gosh, uh, I feel like it's so fun, but it is a really heavy lift for a cmo. Um, and I tell anyone who's going on that journey, like, buckle up because your job here is huge. This is going to be the biggest event in your company's history or one of the biggest events. But also as a marketer, you're going to have so many eyeballs on you and so much attention. Like you have to let this moment. Right. And I always think, well, I always like to steal thread and simplify down. I have this exercise, like, what does the T shirt say? Because if your theme can sit on your T shirt with a small space like that should be that easy to interpret. It's the same when you ipo, but it's the New York Stock Exchange or whoever you are in public with. So I remember when I started, it was kind of late in the game, late on the journey to ipo. And I remember my CEO called me up, is like, okay, um, what are we going to put on the banner? What do you mean? Like, what's on the banner on the side of the New York Stock Exchange? Like, okay, we don't have that. Okay. So we had to distill down our message, write that message and then put it everywhere. We like to say we painted the town poppy because our brand color is poppy. So we painted all New York, Las Vegas, San Francisco, bought up every billboard, um, put Klaviyo across it, put our tagline that we co created together and distilled that.

Speaker B: What was it? What was the tagline?

Speaker C: Power of smarter Digital relationships, which was much bigger than just being an ESP or SMS or point, you know, a loyalty technology provider. We power smarter digital relationships, which is what we do. And so that line became a mantra for us. That was much bigger than just ipo, but it was a really great experience. But marketing plays a huge role in that.

Speaker B: I'm, um, trying to connect the thread because you were 700 plus million at the time you guys went IPO, I think, right. Like already at scale and that was what you went public on, but then you transitioned to becoming a CRM. How did that work out? Who was looking into the future and saying this is who we ultimately want to be and what was the decision process for? When do we claim it? Is the product ready or not? How do we help our customers go through this transition as we evolve what we can deliver? Like walk us through that.

Speaker C: Well, so I think this is what CMOs do really, really well.

Speaker B: Right?

Speaker C: We, or uh, what I like to do. This is my favorite part of being a cmos. We're the storytellers. And when I, I think that's why they hired me. And when I came in, our story was hard to tell. I went to go buy a billboard story and it was like klaviyo, we do email, sms, CDP analytics. I'm like, well I'm gonna raise that.

Speaker A: That's a great one.

Speaker C: Yeah, yeah, it was a terrible billboard. And I remember that. I was like, okay, we have to define who we are. So this is where we went on the journey of category Creat was nobody who was really doing this across, uh, marketing and service. The journey did start with me because of that billboard. But it was really important for Klaviyo's future that we help explain to the market who we were. We were just struggling with it. Even at 700 million, like that's not that uncommon. Um, I've done it a couple times now. So the journey though was category creation is very hard. You have to have a lot of conviction and competence in order to go on that journey. It's my my 2 cents. So I did a lot of work externally. It was a board level decision, partnered with a CEO, talked to hundreds of customers, analysts, people in the space and that's where we realized we were category adjacent. CRM was a category that existed, but there really wasn't a company that was built purely for B2C from conception focusing on that, uh, CRM market. That's where we launched, we repositioned and uh, where we are today, having come

Speaker A: from the marketing automation space and I kind of see the kind of exit that a Marketo had versus HubSpot, which ended up being worth seven times as much. And I think a lot of that is because HubSpot moved from just being marketing automation to being CRM in the full platform. So when I saw you make that move, I was like, yeah, that makes total sense. It's brilliant. And for you it was Blue Ocean because there weren't other people who were. Who were tackling that anyway, besides just being a fanboy of the decision. Um, it's a good segue into like, all right, but how do you measure if it's working? Right? So, you know, like, like, how do you think about. Just, let's focus specifically on the B2C CRM metrics and how you do that, and then we, maybe we'll talk about brand metrics more broadly.

Speaker C: Oh, okay. I love both topics. But around CRM in particular, we had your standard, like, common mentions on calls. And, you know, would an analyst put this on a quadrant? You know, and the answer is, yes, they will. But there isn't really. We don't mean go in the quadrant. You know what I'm saying? Um, I think one of the ultimate tests for me, beyond just like hard metrics, was when customers say it to you. So our customers consistently are comfortable saying B to C. CRM. They call us a CRM. Um, they operate in CRM. They hire roles at our CRM. So for me, that's the ultimate test. When the market accepts it is when customer inside and outside of the walls are using that language, which is what has happened. So I would consider it a success.

Speaker A: Have you operationalized that as a metric, you know, using your call recording system or something?

Speaker C: Yeah, we have gone. Calls we tracked because we're about 18. We're almost 18 months in, so. But yes, every week we were reporting out on gong metrics, uh, mentions externally. And then we have a brand awareness, so we measure our brand awareness.

Speaker A: So let's talk about that a bit more. More generally. I mean, like five years ago, CMOs were afraid to go into the boardroom and talk about brand. Right? It's like all they. All they wanted to hear about was the MQLs. Did your board understand the importance of brand? If not, how did you convince them? Either way, what are you actually presenting in terms of measuring this?

Speaker C: I, uh, will say it depends on the board. Right. On my current board, a very lucky, uh, one of our board members was a CMO of Dunkin Donuts. He actually was one who made a Dunkin. So he loves brands and really sees the value in it. But I will say my last board where you mentioned go to, it was originally named Log Me in. So I had to go into a private equity board and pitch them on rebranding. They did not care about brands. They did not care about brand metrics. They did not care about unaided awareness. So I think that's actually where I learned Some of the things that I'd taken with me about how to talk about brand and quantify it, I think we measure probably in our brand tracker aided unaided awareness. But for me, uh, I talk about it through the lens of organic traffic. Because if you invest in brand, if you do it right, you should be getting a direct, you should see a direct increase in your organic traffic. So I try and use that as my main metric when I'm talking about brand and then that travels pretty cleanly down the funnel traffic to sign ups, to trials, to MQL to ARR. Right. So I tend to lean more into that as a measurement um, when speaking about brand or brand investment which is

Speaker A: an interesting segue into AI stuff which I'll let Sydney run with. Right. But like yeah, I was just going to ask but as soon as you say organic traffic, my immediately worry is like everybody's seeing drops in organic traffic.

Speaker C: How I talk about my traffic has changed, my sources has changed, my tools I invest in to talk about it has changed. So I agree with you. But I still am looking at traffic whether it's organic through an LLM now, um, or different capacities, it's still a good measurement. How does somebody find you? How does someone buy from you? So still holds through but the inputs look a little bit different.

Speaker A: Can you share that next level detail? Like how are you actually doing it today?

Speaker C: You know how you have your sources which we've always looked at. But now AEO is a big, is a new source line. So I'm looking at traffic that's coming direct from LLMs and measuring my direct traffic to my website. And so that mix definitely shifted totally and SEO so it's kind of those new three line items.

Speaker B: So I had the pleasure of talking to the head of AEO and I think he called it agentic influence for Expedia last week. And uh, I talk at AEO all day long. I came from G2 and he was talking at things at a next level. And you can imagine being a travel website and how much your business has been disrupted by the LLMs and agents. Are you learning things from your B2C customers? The hundreds of customers you talk to every day about how they're doing aeo. And has that influenced how you're thinking about it as well?

Speaker C: Well it's definitely on every one of my customers mind because especially in B2C uh, when they're talking about agentic commerc and you can buy somewhere else like that is a game changer. So I would say there is A lot that we're talking about and yes, I learned from my peers, but I'm also bringing my own point of view to the table, which has always been the same. As true to Klaviyo's core is you have to capture every interaction with your customer everywhere. So what I think buying team has done well is we have good tracking, so we actually have pretty good visibility of where and what people are doing. So investing in the right tools was a good move. And then two, understanding how you shift that mix. So we, I will say my head of SEO now, aeo, ah, we had to rebrand that title. He did a really good job of shifting our mix earlier. So I know you've probably talked about this for hours that we video. We moved to Reddit, YouTube, so really diversified where and how we were investing early on. And then we built out a lot of internal tools to build content faster and optimize faster and using a hundred percent an AI funnel. So we did that like a year ago. So I feel like, gosh, I'm not going to sit here and say I've solved this because I think it's a journey that everyone's learning and there's a lot of information. Stuff changes daily. But I think setting up the right foundation helped us. Um, and that's watching that line item and it didn't fall off a cliff, which I was grateful for because I think we did a good job with that.

Speaker B: Because you did that. Yeah, yeah. And even people starting to test out, uh, the ad platform now within GPT, uh, as well. And so the next wave is coming and it likely will hit B2C first.

Speaker C: Yeah, yeah, we were one of the early adopters there, so we, you know, we've been in the pilot, so it's interesting. But for my customers, um, that I work with, you know, they have to capture, they have to treat that as a new channel. And how do you capture it? How do you ensure that you're bringing that into your data profile? Knowing if someone looked over there at this, at this, that's the fundamentals of that business. So we're helping make sure that they can do that, track that, act on it and store that into their customer data profile and bring that to all of our workflows. So. And I think that's the first of many new channels and new ways that people can buy and learn. So be interesting.

Speaker B: So you made that change a year ago, so you definitely were on the forefront, um, in terms of the folks that, that we talk to, how do have you also Then thought about the shape of your team. So one of the other things that comes up in our research is, you know, at scale cmos, really trying to figure out what the future of the org looks like. Everybody's got pressure to have. First of all, it was like, make sure your team, uh, is enabled to use the tools. And then does everybody get an agent? We're like, everybody did it now. Everybody's like, I don't know if that was the right strategy. How are you thinking about your organization and building what the next generation of marketing looks like?

Speaker C: Well, and I think his other fear is AI is going to take my job. Will there be marketing? Will you have entry level folks? So I think that there's many, many parts of this, um, but back to that example of ao. So uh, we used to have content writers, like a whole team who wrote long form content. I'm sure I'm not alone. And as we started to build out new tooling that would actually build the content for us, I didn't want to eliminate that team, but I did have to reskill them up. So now we don't hire, you know, content editors, we hire content engineers. So that we've hired our first content engineer and they own the workflow and they're still starting the prompt. They own the workflow and they check the output. And I, uh, don't, I'm not oversimplifying. There's a lot of steps that go in there, but it's a, it's a shift. So we've picked a couple key areas. Content being one, localization being another, release marketing. So we've kind of creative, we picked some bigger parts of the org that had density where AI has already unlocked a lot of opportunity and we've shifted some of the roles and skill to be able to operate the system, not just own and create the system.

Speaker B: I think too sometimes the content people, I mean, they're on the pulse of like really understanding what's happening with the customer. And so I've been playing around this idea, you know, yes, you have content engineers, but you still need to have like tastemakers on your team that like manage the influencers. And that whole piece of it, which is not social media, it incorporates it. But I think that role could evolve as well.

Speaker C: Yeah, I'm gonna say the input and it's not just like, hey, uh, write this article, but they're kind of keeping a pulse on what's going on. And of course AI surveying the market, they're giving you a lot of input. But I still Feel that like that's where the human in the loop or the human, you know, oversight I think is still really important. And people who say ah, oh, brand like oh AI is going to democratize, ah, all creative. And it's like, actually that is why brand is even more important because it's going to be what differentiates you. And I think humans play a huge part in that. So that's why I try and give my team the skills and help scale them up, help build this next level of where we're going. It's not for everyone too. I'm like, okay, you know, you're either on the bill or you're not. So it has driven some change within my organizational shape. But I think that there's still a really important part that marketers and humans will play in the future. It just looks a little different.

Speaker A: Is there anything else you've done to kind of upscale the team across the board?

Speaker C: Yeah, so we um, well one, we have access to a lot. So I think that you know, just having access to Claude versus Gemini and a lot of different tooling that's coming out. Those are just LLMs. But I would say, you know, 11 labs, like we kind of have a lot of access. I think that's been great. And then two, like we have brought in outside leaders, um, and at my off site for example, everyone had to create their own agent. And we've sat in a room, we brought in engineers and then we kind of put hands on keyboard and it was kind of, it was kind of uncomfortable. I remember my field events leader from Europe was like, what are we doing? Why are you making me do this? You're nervous to do it and you don't have the time. But if you can actually sit and take the time to do it and learn, like it can really unlock a lot. So from there I have people go off and create um, a lot of different me. Like a great example, someone created a workflow where you could take a customer's website, um, train the agent and it will create a whole micro site that our sales reps using our messaging, our positioning, our competitive intel and then they can go on site with a really customized micro site versus an old fashioned PowerPoint deck which would again, people think we just made decks. No, we actually give the tools to make a great story catered down to the individual customer. And now that fully automated end to end coming out of that sort of that session that we did.

Speaker A: It's interesting that everybody in a room build an agent is I think something that I'VE heard other great CMOs also doing. One thing that you didn't mention that I've also heard is assigning an owner to sort of driving AI into the organization. I'm curious, like, were you able to sort of not get away with not doing that?

Speaker C: No, no. But I think it was. I'm sure a lot of people, I had a friction of does it own this or do I own this? And, um, there's a partnership, which is great, but our head of ops, she also took on our AI strategy. And there was a couple people in the room who, my head of content, another person, our head of aeo, uh, who were on the forefront. So we do have an AI kind of council. She runs it still does her day job too. So it wasn't like we carved out just an AI team. M. And then we looked across our entire workflow. Everything we took every, you know, every slack channel, every PMOS output, every Monday board. We put, we loaded that into an LLM and we kind of analyzed. Here's every single thing that we could use AI for now, we've prioritized it, we manage it, we build some internally, we partner with our sales, our it, um, organization to co create some of these things. We're coding. We're coding here in marketing now. Who would have thought?

Speaker A: Awesome.

Speaker B: I think we've always been builders and for a lot of AI adoption. Um, I think because our jobs are so unique that there's more opportunities to use AI across the team than sales are selling. And so there's less use cases. So it actually helps us out a little bit more. Um, before we go into our gratitude, which is how we always like to end, your big event is coming up. And so when you're starting to think about what the future of B2B CRM is, do you want us to give an insight into what you're thinking and what people might be able to see by attending your event?

Speaker C: I would love to. So we talk a lot about the autonomous CRM. So. And which isn't, you know, what does that mean? Does that mean there's no humans? I think the next phase is actually, uh, what I like to call invisible AI. So I think we're going to be building a lot more of systems, uh, at work on their own and orchestrate for you. So if you put that in the world of marketing, we've already automated creating a campaign. You know, you could type a prompt, campaign will be built for you. But now the campaign should be optimizing on your behalf. So we're Going to be talking a lot about that. Where the AI is doing the work for you, Improving, self improving. But more importantly, it's embedded where you work. And I think as marketers, that's really important. I'm sure you've seen AI slap or bad creative or a crappy email or had a bad experience. And so the other thing is we feel like AI should be embedded in your workflow and you shouldn't know it, your consumer shouldn't see it. So we'll be talking a lot about both how the system is sort of operating on its own and then two, how it becomes invisible to your customers and just part of your day to day.

Speaker B: It makes total sense. It makes total sense.

Speaker A: And as somebody who's building similar things, prefer the B2B market. I can't wait to see it. Jamie, we'd love to finish. You know, none of us got to where we are today and our success kind of on our own. Anybody you want to shout out to mentors or people who helped you get to where you are today?

Speaker C: Yeah. Um, I mentioned Betty Hunt. She was the first leader ever. I had strong female reader who told me to go try everything. And I think because of her, I went on a great journey. I've had the pleasure of working with a lot of great marketers. Stephanie Buscemi was a great marketer that I worked for cmo. I learned a lot from her. A gentleman that named by the name of Tamia Subia. He was one of the. He taught me a lot about becoming a great leader, which was not about marketing, but again, how to operate in the boardroom and in a different level. And last, like, I have great peers. So they went. My mentors with my peers, my friends who I grew up with a particular at Salesforce. Sarah Barney and Shannon Duffy and Sarah Franklin.

Speaker A: Emma.

Speaker C: Um, challenge. Like a lot of great CMOs who were my peers, and I think because of them, I think I've become a good marketer, a great marketer. But it's like that peer group that I think we've been able to grow up in the industry and I think it's really helped shape my career.

Speaker B: That's amazing. Um, well, we have come to the end very quickly. This went so fast. Um, and there are a couple of things that I am definitely taking away from this conversation that are learnings from you. And one of the most important ones that you reiterated was talking to your customers. And you've done it at multiple times, not just in onboarding, getting to the ipo, but you continue to do that. There is a benefit that we sell to marketers, but still like the importance of spending time understanding your audience so you can build the right narrative and in as much as you can get it down to a phrase on a T shirt that people can understand. That's simple enough. So, uh, we'll be looking forward to your next billboard. And then when you talk about the strategic aspects of how you lead the team and being innovative and still bringing that into the organization and making your teams more effective at what they do, especially in giving those extra insights into the B2C world. I really enjoyed hearing that. And then of course, what you just said, the network, that is why we do this. Um, I am sure those fantastic ladies that you mentioned and peers, we are the boat that rises together and giving back to that is important too. So we thank you for taking the time to spend with us at the B2B CMO project. If the folks that are listening are enjoying what you're hearing and learning, you can go to the B2B CMO project.com, our website. We have all our podcasts there, custom research. We're putting best practice, uh, content in there for the enterprise B2B CMOs. So I want to thank you so much, Jamie, for spending time. Thank you, John, my co host, and I hope everybody has a pleasant day.

Speaker A: Thanks for listening to the B2B CMO podcast. Head on over to B2B CMOProject.com for more episodes plus the latest research and framework. CMOs need not just to survive, but actually thrive as AI and the new playbook reshape how we go to market. And if this episode sparks something for you, please follow the show, leave a rating and share it with a marketing leader who could use a little inspiration. Special thanks to our wonderful partners, 1mind2x check, Demandbase, G2Goldcast, LinkedIn, Fave, Sendoso, and Webflow for making this podcast possible. Until next time, be safe out there.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • Ep 31. Autonomous Marketing Is Coming - But Brand Still Wins, with Jamie Domenici, KlaviyoThe AI Edge Podcast · features Jamie Domenici74 / 100
  • Win the AI Answer, Not Just the Citations with Tim Sanders, Chief Innovation Officer at G2 - Ep 85The Transaction · on SaaS100 / 100
  • Just Say No to "Yes-Man Agents" & "Process Barnacles": How Miro Builds Post-AI | Jeff Chow, CPTOLaunchPod · on SaaS74 / 100
  • Meta Ads: Leverage UCP and First-Party Data for Meta Ads Success with Yiqi Wu, AimerceKeep Optimising · on Klaviyo72 / 100
  • Edward Robson - Capital Allocation in TechnologyCloud Returns · on SaaS68 / 100
  • Scaling Your Brand With First-Party Data with Cary LawrenceScaling Ecommerce with Nikita Vakhrushev · on Klaviyo51 / 100

More from The B2B CMO Podcast with Jon Miller and Sydney Sloan

All episodes →
  • Pipeline Gives Permission to Invest Big on Brand with Jennifer Johnson74 / 100
  • How to Embed AI into Your Marketing Team with Wendy White72 / 100
  • The 5 New Imperatives for B2B CMOs with Jon Miller & Sydney Sloan66 / 100
  • Reframing Marketing ROI to Return on Objectives with Karl Van den Bergh75 / 100
  • Nerding Out on the Neuroscience Behind Buying Decisions with Bryan Law88 / 100
All The B2B CMO Podcast with Jon Miller and Sydney Sloan episodes →