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Lattice VP of Product Marketing, Emi Hofmeister on Storytelling

The Product Marketing Experts · 2024-12-11 · 27 min

0:00--:--

Emi Hofmeister brings fifteen years of marketing experience - from traditional advertising agencies through Adobe and LinkedIn to her current role at Lattice - to this conversation about building stories that drive revenue. She shares a deceptively simple three-part framework for storytelling: deeply understanding market conditions (macroeconomic shifts, industry changes like AI adoption), understanding the audience (decision-makers, primary users, their considerations), and understanding what makes your product unique. Rather than feature-by-feature comparisons, Hofmeister advocates asking existing customers why they chose you, then leaning into those genuine differentiators - whether product capabilities or brand personality. For B2B operators in crowded markets (which she notes includes most of tech), she explains how to test positioning shifts quickly through website H1 changes, sales champion feedback, and Gong call analysis. She emphasizes the hard part isn't crafting the story - it's getting it to stick and scale across sales teams, and evolving it as market conditions shift. Her example of Lattice shifting from "employee engagement" messaging to "productivity and efficiency" during the post-layoff economy illustrates how to stay relevant without abandoning core product value.

Key takeaways

  • →Understand three elements before building a story: market conditions, audience needs, and your product's unique differentiation - this insight foundation beats generic messaging frameworks.
  • →Ask existing customers why they chose you rather than competitors; use their answers as the foundation for differentiation since feature-by-feature comparisons never win in crowded markets.
  • →Test story changes quickly using website headline changes, sales champion feedback loops, and Gong call analysis before rolling out large enablement initiatives.
  • →Scale storytelling by having a sales leader champion the narrative internally, then track whether reps actually use your content and which parts they gravitate toward.
  • →Revisit and refresh your positioning every 6-12 months by checking market shifts, rep usage patterns, and whether the story still matches your current product and vision.

Guests

Emi Hofmeister

Topics in this episode

go-to-market strategySales enablementAudience segmentationGong call analysisCustomer InsightsLatticestorytelling frameworkproduct-market messagingmarket conditions analysiswebsite headline testing

Questions this episode answers

What framework should I use to build a product story that resonates with customers?

Start by understanding three elements: market conditions (macro shifts, industry changes), your audience (decision-makers, users, their priorities), and what makes your product unique. This leads to a key customer insight - the reality of their world, what you know about them, and what you can unlock for them - which becomes your story foundation.

How do you differentiate your story when operating in a crowded market?

Ask your existing customers why they chose you, not competitors. The answer often isn't just product features - it might be service quality, brand personality, or support - but whatever it is, it's scalable proof of real differentiation that beats generic positioning.

How do you know if your storytelling is actually working in a sales-led organization?

Connect your assets to CRM data to see if deals close faster when specific stories are used, and monitor Gong calls to see if reps are actually using your content and which parts they pull forward - this tells you if the story is landing or if you need to refine it.

When should you update your product story and how do you prove to leadership it's necessary?

Review positioning every 6-12 months by monitoring market shifts and rep feedback. To justify changes to leadership, gather quick data on what's top-of-mind for customers, test the new positioning with top reps, and use website headline tests to measure impact on engagement and demo requests.

How do you carry your positioning through cross-sell and upsell opportunities?

The "better together" story should reinforce the original value proposition - if they bought for productivity, show how additional products deepen that productivity gain. Use quarterly business reviews to validate that the value you promised is being realized and adjust positioning based on evolving customer needs.

Conversation analysis

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

Share of words spoken

  • Speaker B76%
  • Speaker A24%

Most-used words

product42story33marketing21market20customers17different16team15sales15data14love13customer13back12terms12products12lattice11sure11

Episode notes

Questions covered in this episode: 00:19 Opening Question: Journey into and through product marketing 03:25 Can you share a little bit about how you think about crafting great product stories that resonate with customers? 06:08 How do you balance technical details, emotional storytelling, and the unique capabilities to tell a differentiated story at Lattice? 08:50 Do you have any data points that you regularly look at or would like to look at to tell how some of the stories are working or how some of that differentiation is resonating? 14:19 How do you prove to the org the changes we have to make in stories and show the ROI? 18:18 How do you think about carrying the messaging through the journey to additional products or add ons that the company offers? 25:02 Is there any book or podcast or blog or anything that you've read throughout that's had a significant impact on your career and helped you out? Want more insights from Emi? Check out her Sharebird Profile. Looking to connect? You can find Emi here on LinkedIn.

Full transcript

27 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: Welcome back to season six of the Product Marketing Experts podcast. Today I am so excited to have Emmy Hofmeister, the VP of, uh, product marketing at Lattice, with me. Emmy, welcome to the podcast. I'd love to start with how did you get into product marketing and what was kind of your journey into product marketing? Because everyone's path is just a little bit different and so I'd love to like, just hear a little bit more from you how you got into product marketing. What inspired you to get into it.

Speaker B: Great. Well, when I started my career I was really driven by understanding the psyche behind, you know, why did customers or why did individuals make the decisions that they did about, uh, purchasing or what they wanted to explore or ultimately buy? And so my first job out of school was working at a traditional advertising agency. And I, I will still say that those are some of the most fun types of projects that I've had the opportunity to work on, just terms of working with creatives and really creating that emotional connection with the people that were buying the products that I was supporting. So my path started with traditional advertising. I was in San Francisco. It was a good time to get into tech. So I left the advertising world, went to tech and started doing more marketing strategy at a time when social marketing or social media was really kind of coming into its own. And that led me to a series of startups where I was supporting the marketing strategy. One of those startups was purchased by Adobe and I got to be at Adobe and really build myself and my career as a product marketer. Starting there and moved over to LinkedIn where I spent about seven years in product marketing, a combination of product marketing as well as our customer insights team. So had a chance to be closer to sales and to some of our data. And most recently, you know, found myself at another kind of through another series of startups and landing at Lattice.

Speaker A: Amazing. Well, I don't think for any guest I've heard to totally alike paths. And your path certainly is unique. But I imagine your experience working at ah, ad agency and hopping into marketing strategy and tech gave you a lot of great background in just customer insights, messaging, storytelling, which we're certainly going to talk about a lot today. So that's an amazing background.

Speaker B: Yeah, absolutely. And I will say that I think I was lucky enough maybe to find product marketing at a time when particularly the tech industry was really defining what that looked like. And so one of the things I like about product marketing is it's not, it has the ability to be highly strategic or a role that operates More like a GM function inside of an organization where you get to see a lot of what's happening across the company and connect the dots in a really meaningful way. And I think that for at least my generation of product marketers really stumbled into the function and into the field at a time where it was being defined and we got to shape what it looks like on the other side,

Speaker A: which was fun, for sure. 100% agree. This generation of product marketing, it was a lot of fun because we were writing the rules, so to speak, whereas.

Speaker B: Yeah, exactly. Finding where we could provide value.

Speaker A: Yeah, exactly. Exactly. Awesome. I want to hop a little bit into storytelling. You're currently at Lattice. Lattice is an amazing company, and storytelling has certainly, at least from the outside looking in, been at the heart of a lot of the work that, uh, I imagine you and the Lattice team have been working on. And storytelling, at the end of the day, in my opinion, is the heart of really great marketing. Can you share a little bit about how you think about crafting great product stories that really resonate with customers?

Speaker B: Yeah. Ultimately, every story that you tell is going to take a slightly different path, but there are some areas that I really like to invest in understanding. And so to build a great story, I think you really need to understand your market. Like, what are the conditions surrounding you and your customers at this point in time? Right. Are there changes in a macroeconomic environment that are putting more pressure on your customers? Uh, is there, you know, was something just unlocked, like, you know, a couple of years ago? It's like all of a sudden Gen AI was this new idea that many people inside of companies were having to think about. How do we manage, how do we navigate this effectively? So there's different market conditions that you have to be aware of and really understand how they're impacting your customer or the person that you're talking to? The second area that I would like to deeply understand is the audience. So this is maybe a point, 1A and 1B. But I do think that they looked a little bit different. You know, who is the decision maker? Who is the primary user? What are the considerations that they're going to be thinking about? And how do you elevate their role or their function or their projects within a company through your product or through the brand that you're representing? And then the final thing that you really have to understand is what makes your product or brand different? Right. What is unique to the way that you are bringing a product to market that is going to satisfy some of these audience or market kind of changes or conditions that you see around you. So really understanding those three elements, to me gets you to a key insight about your customer and their needs and matching that to your product. So that key insight often serves as the foundation of what I hope will become a great story, but even sets it up to say, here's the reality of the world, right? Here's the reality that we're operating in, here's what we know about you, and here's what we can unlock for you. So there's probably, probably some semblance or that looks similar for a lot of product marketers or marketers in general in terms of those areas to understand. But I just break it down to the market, the audience, and our company or brand and getting to that key insight.

Speaker A: Love that framework. It's so powerful and so simplistic all at the same time. I know there's tons of storytelling frameworks out there that are great in many respects, but many can be complicated. Right. And so love, uh, the simplicity of that way of telling stories that is really, really powerful. One of the last pieces you talked about was knowing what kind of sets your company apart and knowing what differentiates your company. Lattice in almost every company these days are in crowded markets. Right. And so how do you balance some of the technical details and emotional storytelling and the unique capabilities to really tell a differentiated story at Lattice?

Speaker B: Yeah, it's such a good question. And I concur. I think there's a lot of us product marketers that are operating commoditized spaces, and the rule of thumb is you can never be a feature by feature comparison. We can never go out there and be marketing based on individual features that we have. One, because it's not going to be emotionally resonant, and two, because it's not a winning strategy. But I think the number one thing that you can start with is asking if you are operating in a crowded market, go to your customers. Why did they choose you? They have all of the same choices that you are running up against in those, you know, head to head kind of prospect battles. So ask your existing customers, what was it that was compelling about your product, about maybe your services or maybe even your brand? I mean, it doesn't just have to be the product that's differentiated. I know for Lattice, for example, one of the areas that our customers consistently cite as a reason that they love Lattice is the quality of service and support that they get from our teams. And, you know, that can't be overlooked. But that then becomes an opportunity for us to lean into that uh, as marketers we can talk about the great service, we can talk about the way that teams have helped to educate or support or unlock opportunities for customers just through the way that we either tell customer stories or through the way that we structure our site or where we focus people inside of sales conversations. So I think figuring out from your customer why they chose you and is there scalability in that is the first place I would start.

Speaker A: I love that it's so easy to fall back on some of those common pieces of positioning. Saves time or whatever the case may be. And you know, digging a little bit deeper into why do your customers, customers truly love you and highlighting those pieces can really separate your story from other competitors in the market.

Speaker B: Yeah. And the other thing to add is don't be afraid to lean into brand, don't be afraid to be bold or different in the way that your brand comes across because that starts to create at least memorability. I mean, I think one of this is, is how do you differentiate yourself? Is like, how do you make it to the slate of like the consideration set? Because ultimately then it should be that your awesome sales team and your product should be able to showcase kind of like why people should choose you. But the hardest part is just getting on that slate of like contenders. Right. And so if you need to lean into brand or if you need to do something that feels a little bit different than the way that other companies are approaching their go to market, that might, you know, it's a bet, but it might work out in your favor for sure.

Speaker A: 100%. And do you have any data points that you regularly look at or would like to look at for that matter to tell how some of those stories are working or how some of that differentiation is resonating?

Speaker B: Yeah. So I have often been in sales led tech companies and so I think probably the data points that I'm looking at are different than if you're in a, uh, product led growth company. So I'll start with that small caveat. This isn't always available. But if you're able to see how many times are specific assets being used, connect those assets to Salesforce data or whatever your CRM data is to see that when these assets are used, we are closing deals at a higher rate or we're getting to the next stage more often. If I can get those data points, and I will say I've been at some companies that have better access to them than others, but that's the golden goose to really understand, okay, is this being used and is it effective. And then I think the other thing, and this is universal, you can do this at whatever company you're at. Watch if you roll out a new story, if you roll out a new piece of collateral, go look at gone calls and see if reps are actually using. Again, this is for sales, but if reps are actually using the content, the number of times, you know, my team has put a lot of effort into a really nice, succinct story where, you know, Maybe it's like 10 really crisp slides or 8 really crisp slides and I go on the gong calls, uh, and reps are using one or two of the slides. It's like, okay, we haven't quite hit the story. There's a nugget in there that people are liking and that they're pulling forward. So let's le to that nugget. But if we have a bigger concept to get across, or if we want to really connect this part of the story to why our product is so great or why it's differentiated, we want them to be able to create that bridge not necessarily through slides, but through the talk track. Huh. And so this is something we need to go back to understand why they're not using something and how we can continue to help a story scale. Because I mean, like part of the product marketer's job is to build the story. But I think the hard part of the job is getting that story to stick and to scale and creating a consistent understanding and interpretation of your product or your brand. And that's the hard part.

Speaker A: Completely agree. That is the extremely hard part. From training and enablements of sales or broader revenue team for that matter, to like evolving the story as well. Not, uh, only as, you know, the market or competitors change, but as your own product changes. How do you think about, uh, that, like, evolution of the story? And how often do maybe you or your team look at some of those respective stories to, to change them or update them?

Speaker B: Yeah, uh, it's a great question. Probably not enough is the answer in terms of how often we go back and change them. Because it's a lot of work to create a story. But I think maybe just going back to that initial framework of really understanding what's happening in the market or what's happening with your particular customer. I can give you an example from Lattice. Lattice for a long time talked about, you know, the importance of engaging your workforce. Right. And the products that we're delivering are creating, like, opportunities to engage your employees and engaged employees, more productive or higher performing employees. And that narrative Is still true. But as we saw shifts in the macro as companies, uh, were going through layoffs, as a lot of companies were being asked to do more with less, the concern was engagement to a degree, but also then performance and productivity and efficiency in the workforce that we have in place. And so that was a prompt for us that, hey, we need to revisit the framing. We're still driving the tools that we deliver. The way that our products sit inside of an organization are still going to create opportunities for employees to engage with their managers, with their company. But let's take this back and let's talk about, uh, really how does that higher engagement lead to higher productivity? How does that higher engagement or alignment around common goals, which our product offer, really drive toward greater efficiency, where there's, you know, kind of like, less lost focus inside of an organization because of the type of rigor that products like ours can create. So it's a tweak. Like, ultimately the products aren't doing wildly different things, but we need to pick up on, uh, the efficiency means within the market versus the engagement needs. And so that's an example. And I think sometimes the macro is going to hand you a really big switch that you just have to inherently then take into the way that you're talking about your products, the way that your narrative comes across. Other times it might be something where, of course, you launch a new product and you have to think about how that impacts the way that you come across. Maybe you're moving from a suite of products to a true platform where everything is integrated and you have to be able to tell that story as well. So I think that there's going to be some obvious moments throughout one's career of, like, here we have to start telling a different story. But I will say general best practice is like, check it every six to 12 months. Right. Are reps using it? Is it the story that we want to be telling, and does it feel fresh and consistent with where our vision and where our products are at today?

Speaker A: Absolutely. That sounds so simple and so right to me in so many ways. And I want to touch on or dig a little deeper on, on one of those pieces. You kind of were talking through a little bit of like, the subtle shift in the story. Right. I've been through this, but maybe for some folks listening to this, that's maybe noticing shifts out in the market. Like, how do you prove that out to the org that like, hey, this is the change in story that we should make. We should be going in this direction rather than the story we have been telling.

Speaker B: That is a great question. I don't know if I have a hint of how to do that right, you know, or how to do that consistently. Right. In terms of proving to the org that this is an investment we should make in terms of whether it's marketing time and attention or sales time and attention to be enabled on a new narrative, maybe getting ahead of myself, and I'll come back to the specific question like that having a sales champion, and specifically a sales leader champion in a sales organization is an imperative to getting a story to scale, to doing, to making sure that you're telling the right story, making sure reps are excited about it, making sure they know how to use it, making sure they understand what the impact of it could be like, that all of that information comes from your sales champion. So maybe backing up a little bit. There's a couple ways to prove it out. One, just being able to showcase. Here's where the shift is in the market. And most companies are doing a lot of research, whether it's with their customers or with kind of like the broader audience base, to just understand what's top of mind for them. What are the priorities going into the next buying season? What are their considerations for switching vendors? You know, I would say that if you're looking to make a switch in how you're positioning, getting a little bit of that intel about, like what is top of mind for customers will ensure that the direction you're going is right and also that other people can see that that is the direction that the market going. So obviously getting some quick data, and it can be quick data like this doesn't have to be a big intensive research project, but like getting some m quick data on that, um, and then tapping some of your allies or top reps inside the company and say, hey, maybe try this talk track or ask about this thing and let's just get some early signals and feedback through these conversations. Is this topic peaking interest? Is this something that feels natural to our, uh, product, to our brand? And what is your feedback on whether it's this positioning statement or even the thought leadership content? What are the reactions that you're getting? And I think both that kind of like more quantitative and more qualitative data points help paint a picture of either why we need to do this or hey, let's just make some small adjustments. And I think that this doesn't have to be a big push inside the company.

Speaker A: Love that. I love the quick iterative testing to tapping, uh, a champion or a team that can help you quickly test out a, a quite slight change in positioning or maybe even a large change in positioning. But regardless can help you maybe gather some initial data or at least provide some initial feedback as well. I've certainly done that as well with some of the, in a sales led motion in like with the XDR team or looking at some of that data and how you know those conversions are going as well can be really, really powerful way before you make massive shifts or go too far down the road to get some initial data on how that new positioning is potentially working.

Speaker B: Yeah and actually I forgot one thing that we've done a lot and I think this is easier to do and maybe more of a startup kind of faster moving environment. We change our H1 on our website uh often enough to get some good reads on how is this impacting time on site, people's likelihood to click through to a demo or click to get more information. And we've seen some pretty impactful changes through using different types of language on our website just in that headline space. And that shouldn't be overlooked. And there's probably, there's a ton more kind of on the growth marketing side too just in terms of AB testing, whether it's different ads or you know, different terms and search marketing. So there's some ways to get more early signals based on the types of verbiage that you're using in the market for sure.

Speaker A: And how do you think about carrying that through the customer's journey? Whether that's through a uh, cross sell upsell type opportunity or just a customer that is looking to expand or whatever the case may be. But how do you think about carrying that uh, messaging through the journey hopefully to additional products or add ons that the company offers. Offers as well.

Speaker B: Yeah, it's something that we're thinking about a lot right now, simply and tactically like making sure that you're really telling the, the better together story with your products. So if they have purchased for a reason that you know was part of your storyline, was part of your messaging, your better together should reinforce that storyline. So if we'll use it very simply but if it is about saving time, which it should not be because everyone's going to say that, they say if you use product A and product B man it's going to save you even more time because these things together bolsters all of these different components of the way that the product delivers value to your company. So I think that if there's a cross sell opportunity or an upsell opportunity being able to double down on the story that you're telling because just by using more of your product, the customer is going to get more of that value. If a cross sell product offers like kind of a completely different value, you're going to want to be able to level that up. To still tell, you know, it still should reinforce the original value or what was important to the customer when purchasing. And the other way again, super tactically. But to reinforce this is like establishing rigor and this is less on the product marketing side and more on the account management or relationship management side, but establishing rigor around the checkpoints that are happening with accounts. So if your accounts are large enough and it makes sense to be having quarterly business reviews or executive business reviews on some cadence, making sure that positioning is coming through and updating, updated accordingly and updated with relevant data from the customer. Right. So you might have bought for reason A. The market has shifted. Let's talk about how we are responding as a company to these shifts in the market and how we're either reinforcing or slightly moving away from the value that was initially promised and toward the value that you really need for your company at this point in time.

Speaker A: Absolutely. That resonates so deeply with me, especially across the QBR and the EBR side as well. It's such a great, great ground to share messaging, to test messaging as well with existing customers and get that opportunity to showcase additional value.

Speaker B: Yeah. And maybe one other comment there just on tactical things to do is pull forward customer stories that underscore the storyline or the points that you're making in market. Make sure that your customers are seeing the benefits that you promised or that you would expect them to see.

Speaker A: Completely agree. Great. I want to shift gears a little bit. I want to stick with storytelling, but just shift gears a little bit and talk about how do you think about developing that storytelling skill set on your team directly. Right. For maybe it doesn't have to be a net new product marketer, could even be a senior product marketer, but how do you think about fostering and nurturing that skill set and helping others develop that skill set?

Speaker B: Yeah, I will say that again, super tactically. Like a messaging framework is a really good place to start in terms of establishing and maintaining expectations of what do we need to know before we can even like get this story off the ground. Right. So it's kind of coming back to some of the original things I was talking about. What do we know about the market or about competitors? How are they talking about their products? Like just creating a Space to get all of that information down in one place. So if you're not using a consistent framework or even like spreadsheet for, hey, how do we capture all of this information that's going to feed into the storyline? I think it's an absolute must. And so that's kind of baseline for me of uh, what I would established within the team is a common framework for capturing this information. And then in terms of developing that kind of skill set, uh, I think a lot of it comes back to some of the tactics that we were talking about. Right. So engaging with your sales team or engaging with your growth team, really looking for feedback from other parts of the organization that are getting different types of intelligence or feedback from customers. Because ultimately that's what it comes down to. You can tell the greatest story in the world, but if no one's fighting on it, then it's meaningless. So, you know, look for the opportunities to partner and engage with the folks inside of your organization that are getting that consistent feedback from customers or have the ability to get that consistent. It doesn't, I'm using customers generally, but might be prospects, might be, you know, other folks in the market. So there might be setting up a tiger team and being able to run the tiger team effectively, where we're feeding information in and then they're providing insights back to us. It might be just sitting on calls with a sales team and you know, being part of the pitch and part of that, that process. I will say that some of the best edits that I've made to stories that I've developed come from me trying to like be in the sales seat and pitch the story. So don't get away from doing that because you're going to realize that something that looked so good on a whiteboard or sounded so good in a strategic conversation just falls completely flat when you're trying to talk to somebody else about their business.

Speaker A: Business.

Speaker B: Like there is a gap there that is very real that you have to understand. So setting up tiger teams, getting out yourself and doing it and then, you know, understanding what you need to see in order to say, yes, this is the right story and we're ready to scale it.

Speaker A: I completely agree. I've had very similar learnings as well. I mean like pitching my own story and you know, listening back to a reporting or just hearing feedback from that has been just so insightful too. And even just, just developing the story, letting it set for a few days, let's just say, and then coming back to it a few days later, I've uh, certainly had some reactions. Why didn't I write that way? Like, that doesn't make any sense. Or this could be better phrase or. Or whatever the case may be in so many ways.

Speaker B: Yeah. So I, I was talking about, like, selling it externally. I think, you know, you go around and try to sell it internally and you'll have some of those realizations too. I remember talking to a, ah, product manager at LinkedIn about the narrative that we were developing. And, you know, know, he was kind of a little bit like, yeah, yeah, all of this is good and it's a lovely story, but where's the magic? Where do we see the magic? What's going to really be that moment where somebody's head turns or their jaw drops on the floor? And I remember that's an insight that I've carried with me kind of in every story. Where is the magic to this? Because so often it's like we're talking about what it does, but what is this magic wand that we are bringing to you? Your organization with the products or the tools or capabilities we're delivering?

Speaker A: For sure. I love that phrase, where's the magic? I may have to steal that or use that. Awesome. Well, thank you so much for being with me today, Emmy. I really appreciate it. As we start to close out, one question I love to ask guests because we love to inspire other product marketers and help them learn. Are there any books or podcasts for that matter, or blogs or whatever the case may be that you're reading today or articles that you've read that have really had a significant impact on your career that you'd love to just share with everyone? Everyone?

Speaker B: Yes. I'll give you one maybe unconventional one and one conventional. But the book Impro, I have it in my office, so I could probably look it, um, up. But the book Impro, it's about tenants of improv. People have read it. It's probably in the business book like repertoire. But I did improv for years, and I think that in terms of storytelling, in terms of being able to connect with your audience, in terms of trusting your instincts in pro, Just Give gives kind of an incredible view of how you can lean into your initial ideas and you can lean into your partners to get to a better outcome. So I highly recommend it. And then I listen to a lot of Lenny's podcast. He interviews a lot of product managers. But just given where we sit inside of the organization, there are just really strong strategic takeaways and learnings that he brings forward. So I do listen to a lot of money.

Speaker A: Amazing. Well, thank you so much, Emmy. I appreciate you being here.

Speaker B: Yes, absolutely. Thank you for having me.

Speaker A: This show is produced by sharebird, a, uh, site where leaders from top companies share their expertise. Our mission is to make the best product marketing content knowledge accessible to all. Get the latest tips and best practices@sherbird.com it.

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