A CMO’s Guide To Working With The Board Pipeline Visionaries podcast

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A CMO’s Guide to Working with the Board

3d ago 44:09

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Ian sits down with Stacey Epstein, CEO of Magnetic, where she helps brands create clear positioning and go-to-market strategies that drive lasting demand. She talks about how to succeed in interacting with the board, outlining do’s and don’ts, and providing advice around defensiveness and preparation.

Key Takeaways:

The board is there to help you succeed. Treat them like advisors and go to them with questions and issues that you are trying to solve. Don’t try to hide problems, do demonstrate your wins.
There is an art to defending yourself without being defensive. Defensiveness often results in a board member feeling unheard and pushing harder. Take the note, even if you can’t take the proposed solution.
Ditch the slide decks and excel spreadsheets, and tell the story for board members. A unified board letter from the leadership team is a great way to do this and increases alignment before a meeting.

Quote:

“ We're all on the same team. We all wanna win. Like we're here together in this board meeting because we want the company to be successful and we want to win. And, . There should be no hiding of issues. In fact, that's what the board is there for. The board is there to help you get through the challenging times.”

Episode Timestamps:

00:53 The Role of the Board in Marketing

02:20 Navigating Board Interactions

03:06 Performance and Authenticity in Board Meetings

04:29 The Complexity of Marketing Roles

08:51 Aligning Marketing and Sales

16:56 The Importance of SDR Feedback

19:13 AI and Marketing Technology Decisions

21:44 Navigating Board Dynamics as a CMO

21:59 Building Relationships and Credibility

23:11 The Importance of Authenticity in Marketing

24:22 Handling Investor Feedback Tactfully

29:16 Defending Your Marketing Strategy

36:03 Effective Board Communication Strategies

39:10 The Value of Board Letters

Sponsor:

Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.

Links:

Connect with Ian on LinkedIn
Connect with Stacey on LinkedIn
Learn more about Magnetic
Learn more about Caspian Studios
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