TRANSKRYPCJA 🔗
WEBVTT
00:00:00.160 --> 00:00:03.680
You really have to have an appreciation for why the regulations exist.
00:00:03.919 --> 00:00:09.839
And so I once fielded a question from somebody who said something to the effect of like, how do you get around regulations?
00:00:09.919 --> 00:00:10.960
And I was like, You don't.
00:00:11.119 --> 00:00:20.160
You embrace the people in your organization who are on those front lines, who are making sure that we're compliant with all the different laws.
00:00:23.280 --> 00:00:28.320
Welcome to the Metamorphosis Moment, where marketing transformation takes flight.
00:00:28.559 --> 00:00:40.560
Hear from Noetic's brightest minds and the industry's game changers as we envision the future of marketing, focusing on the strategies and tools that truly make brands strong and leaders impactful.
00:00:40.799 --> 00:00:47.119
We're serving up actionable insights that'll have you rethinking everything you thought you knew about marketing and leadership.
00:00:47.359 --> 00:00:51.039
In times of change, old playbooks just won't work.
00:00:51.280 --> 00:00:54.159
Learn how to gain new wings and fly.
00:00:54.479 --> 00:01:01.280
This is the Metamorphosis moment where change isn't just embraced, it's the main event.
00:01:14.799 --> 00:01:26.480
As VP of Marketing Operations for the Pharmacy Services portion of CVS Health, Chris leads the infrastructure that connects millions of Americans to the medications and the care they need.
00:01:26.719 --> 00:01:38.000
She manages the Martech stack, she manages building out the systems that turn data into action, and she creates the operational backbone that lets marketing scale.
00:01:38.239 --> 00:01:46.159
Her work touches everything from campaign execution to technology roadmaps to team capability building.
00:01:46.480 --> 00:01:49.519
Chris brings an engineering mindset to marketing.
00:01:49.680 --> 00:01:52.319
She studied mechanical engineering at Cornell.
00:01:52.640 --> 00:01:58.159
She earned an MBA in strategic management and is Six Sigma Greenbelt certified.
00:01:58.400 --> 00:02:04.400
She knows agile methodology, design thinking, and how to build systems that work under pressure.
00:02:04.640 --> 00:02:10.719
She has spent her career proving that operations is where competitive advantage actually lies.
00:02:11.039 --> 00:02:28.719
In this episode, Chris is sharing why marketing operations has become one of the most strategic roles in modern marketing, how to build infrastructure that accelerates rather than constrains, and why the best operators often become the best strategists.
00:02:31.439 --> 00:02:38.319
Many marketing leaders don't think about operations all that much until something goes wrong.
00:02:38.560 --> 00:02:44.800
Perhaps the email doesn't send, the campaign doesn't track properly, the data doesn't connect.
00:02:45.039 --> 00:02:51.439
But the best leaders actually know that operations, when done well, is truly a competitive advantage.
00:02:51.680 --> 00:03:03.599
Chris O'Boyle is VP of Marketing Operations for Pharmacy Services at CVS Health, where she builds the infrastructure that connects millions of patients to the medications and care they need.
00:03:03.840 --> 00:03:12.080
She manages the Martech stack, develops technology roadmaps, and leads teams that make marketing scalable and measurable.
00:03:12.319 --> 00:03:21.599
Her engineering background from Cornell and her Six Sigma certification means she approaches marketing with precision and strategic vision.
00:03:21.840 --> 00:03:28.800
What stands out about Chris is how she's elevated operations from support function to strategic driver.
00:03:29.039 --> 00:03:35.919
She knows that great operators make great strategists because they understand what's actually possible.
00:03:36.400 --> 00:03:44.879
I personally met Chris at a conference just a few months ago and had the chance to watch her operate on a panel.
00:03:45.039 --> 00:03:53.520
And what impressed me was her thoughtful leadership and her passion and truly her dedication to being a lifelong learner.
00:03:53.759 --> 00:04:01.039
Chris has the courage to say, I don't know when appropriate, which in my experience is rare at senior levels.
00:04:01.120 --> 00:04:05.680
And I was also struck by how she collaborates with her Martech lead.
00:04:05.919 --> 00:04:07.840
And that partnership is worth exploring.
00:04:07.919 --> 00:04:14.319
We're going to get into that a bit here because it says a lot about how she builds teams and about how she shares her leadership.
00:04:14.479 --> 00:04:16.160
Chris, I am so happy to have you here.
00:04:16.319 --> 00:04:16.720
Welcome.
00:04:17.120 --> 00:04:17.839
Hi, Nancy.
00:04:17.920 --> 00:04:19.279
I'm so excited to be here today.
00:04:19.360 --> 00:04:26.000
I'm really looking forward to talking about how marketing operations really is a strategic partner.
00:04:26.319 --> 00:04:34.399
And when the foundation is built right, marketing operations really becomes the engine that powers real impact for all of our audiences.
00:04:34.720 --> 00:04:35.680
Yeah, really well said.
00:04:35.759 --> 00:04:39.920
And I think this is something that a lot of senior leaders really need to understand better.
00:04:40.160 --> 00:04:49.759
I have to, though, start by like asking you like degree in mechanical engineering and then move into marketing.
00:04:49.839 --> 00:04:50.959
Like tell us about that.
00:04:51.120 --> 00:04:54.319
That's a that's a slightly unusual career path.
00:04:54.480 --> 00:04:57.839
So we'd just love to have our listeners understand that a little bit more.
00:04:58.160 --> 00:05:00.240
Yeah, I'm still trying to explain this to my parents.
00:05:00.399 --> 00:05:04.399
They still don't understand how I the path that I've taken in my career.
00:05:04.720 --> 00:05:09.839
But my path from mechanical engineering to marketing might seem unconventional.
00:05:10.079 --> 00:05:20.079
But in retrospect, for me, it
Load full transcript
was quite a logical path because it was always rooted in problem solving and a passion for building things that work well.
00:05:20.319 --> 00:05:32.959
So my engineering education taught me how to break down complex challenges, how to design systems, how to think both in terms of precision and balance that with possibility.
00:05:33.199 --> 00:05:36.639
And really, the timing of my education was quite fortuitous.
00:05:36.800 --> 00:05:45.839
I graduated with a degree in mechanical engineering just as the internet was transforming how we connect, how we communicate, how we do business.
00:05:45.920 --> 00:05:56.399
And suddenly marketing wasn't just about big campaigns and broad messaging, it became about data and personalization and real-time engagement.
00:05:56.639 --> 00:06:06.000
The internet made it possible to measure impact and test ideas very quickly and reach people in ways that we'd never imagined possible before.
00:06:06.240 --> 00:06:16.800
So, really, for someone with an engineering mindset, it was a dream come true because marketing became a field where you could experiment and you could optimize and you can build systems that scaled.
00:06:16.959 --> 00:06:17.199
Yeah.
00:06:17.360 --> 00:06:25.360
So yeah, it really, you know, it I think it's hard for many to imagine those who were not in their careers, you know, prior to the internet.
00:06:25.839 --> 00:06:30.879
Like just I think it's just hard to even put words to it that can help people imagine.
00:06:31.040 --> 00:06:35.519
But it was a very different discipline prior to that time.
00:06:35.600 --> 00:06:45.519
And it really opened up, as you well described, it just opened up a whole other range, particularly in far more measurable channels.
00:06:45.920 --> 00:07:01.519
And you are leading marketing operations at CVS, and this is a heavily regulated, you know, data intense kind of work where, you know, execution done well and accurately really matters.
00:07:01.680 --> 00:07:03.839
I mean, people are relying on it, right?
00:07:03.920 --> 00:07:07.600
They're dependent on upon it for proper access to care.
00:07:08.079 --> 00:07:09.519
So I want to start here.
00:07:09.600 --> 00:07:15.279
Like, what does marketing operations actually do for those who may be murky on that?
00:07:15.519 --> 00:07:22.720
And why do you think that so many marketing leaders and and perhaps others underestimate how strategic it is?
00:07:22.879 --> 00:07:33.360
And then as a follow-on, I want to talk a little bit about like how you manage that further in what is a highly regulated and need for accuracy kind of industry.
00:07:33.680 --> 00:07:35.680
Yeah, it's a great place to start.
00:07:35.920 --> 00:07:48.160
Marketing operations, which is was a term that didn't exist 10 or 15 years ago, but it really encompasses the backbone of everything that happens in marketing.
00:07:48.240 --> 00:08:00.319
It's the discipline that connects the strategy to the actual execution, whether it's publishing a web page or launching a test in any of the digital channels.
00:08:00.560 --> 00:08:10.879
It brings strategy to life and makes sure that the ideas that our marketing strategists have actually reach the people that they're relevant for.
00:08:11.120 --> 00:08:31.279
So it's really all about building and managing systems, the technologies, and those processes that allow us to deliver, as we've all heard before, the right message at the right time to the right person, all while staying fully compliant with regulations and ensuring that we're protecting our sensitive data.
00:08:31.759 --> 00:08:33.919
Yeah, which is which is no small thing.
00:08:34.000 --> 00:08:36.960
And it is such a critical, critical area.
00:08:37.120 --> 00:08:48.080
Oftentimes we are having conversation and doing work with senior marketing leaders that are having a lot of trouble making that connection between strategy and execution.
00:08:48.240 --> 00:08:59.360
You have like big strategic things happening over here and then a lot of doing happening over here, and that connection can oftentimes be, you know, quite a quite a struggle.
00:08:59.600 --> 00:09:19.600
So when you think about marketing operations and and how it gets viewed or construed or perhaps even misunderstood, what have you done to elevate the function and and help people see it as an essential to strategy, not sort of just a quote unquote support function?
00:09:19.759 --> 00:09:27.039
I mean, I don't know if if within your current role that's even been a challenge, but I think generally that's a challenge in the industry.
00:09:27.440 --> 00:09:28.799
No, I I think that's right.
00:09:28.960 --> 00:09:32.879
A lot of people think that marketing operations is just keeping the trains running.
00:09:33.200 --> 00:09:36.879
So making sure that emails go out and campaigns launch on time.
00:09:37.039 --> 00:09:41.679
But I have found that it can be and should be so much more than that.
00:09:42.000 --> 00:09:55.360
When it's done well, marketing operations is a strategic driver because it enables innovation, it supports measurement and optimization, and it creates the infrastructure for creativity to really flourish.
00:09:55.679 --> 00:10:02.559
So we really balance speed with precision and innovation with compliance.
00:10:02.720 --> 00:10:05.200
It's you know, it's definitely a push-pull.
00:10:05.360 --> 00:10:05.600
Yeah.
00:10:05.840 --> 00:10:14.799
I think that the fastest way to elevate marketing operations is to make it clear that operations really is where strategy comes to life.
00:10:14.879 --> 00:10:25.519
It's the function where ideas are transformed into reliably delivered, measurable experiences for all audiences.
00:10:25.919 --> 00:10:27.759
Yeah, super, super well said.
00:10:27.840 --> 00:10:37.279
And speaking of that, that push-pull, and I think this is even getting more complex, you know, by the moment right now, that Martech stack.
00:10:37.519 --> 00:10:46.960
So, you
know, people talk about it all the time, and there's more tools that get added, tools that perhaps don't talk to one another, more complexity happening.
00:10:47.279 --> 00:10:53.919
How do you decide, you know, what to add, what to cut, what to actually use?
00:10:54.080 --> 00:11:02.480
Like what overall approach have you used to managing the stack, knowing that there's always, you know, there's this constant evolution happening.
00:11:02.799 --> 00:11:06.399
Yeah, uh the stack is always under pressure to do more.
00:11:06.639 --> 00:11:12.159
Our job is to make it do the right things and have those things done reliably.
00:11:12.320 --> 00:11:29.919
So I try to use a disciplined approach to how we assess and manage our stack, and it really starts with outcomes and we're back to ensuring that the effort across the organization ties back to a business objective.
00:11:30.159 --> 00:11:39.840
So we need to make sure that we fully understand the problem that we're looking to solve and the outcome that we're looking to achieve and the result that we need to deliver.
00:11:40.080 --> 00:11:53.440
And if a tool can't be traced to one of those specific objectives, or a KPI in our plan, or a strategic imperative, you know, it gets left on the cutting room floor.
00:11:53.679 --> 00:11:57.039
Shiny objects can be a huge distraction.
00:11:57.120 --> 00:12:09.679
And there are a lot of solutions in the Martech space that solve problems, but not necessarily problems that our organization, our business unit, our our clients, our audiences actually have.
00:12:09.919 --> 00:12:12.960
Yeah, or that are you know highest priority, right?
00:12:13.039 --> 00:12:15.360
And and tying to strategic objectives.
00:12:15.600 --> 00:12:19.679
And it it's so true because I mean, like tech is tech is amazing.
00:12:20.080 --> 00:12:23.200
Tech can do so many things, and it can do this and it can do that.
00:12:23.360 --> 00:12:30.240
And sometimes that G Wiz factor can just get in the way of but but what is it that we need it to do?
00:12:30.559 --> 00:12:31.200
That's right.
00:12:31.440 --> 00:12:31.919
That's right.
00:12:32.080 --> 00:12:42.480
Yeah, we we really have to force the technology to to be assessed through a litmus test, back to you know, maybe some engineering terms, back to some chemistry terms.
00:12:42.639 --> 00:12:47.200
And you know, the litmus test is what is this, what is this tool going to deliver?
00:12:47.360 --> 00:12:50.399
And then of course, there's always the assessment of well, how much is it going to cost?
00:12:50.559 --> 00:12:53.759
Because those tools aren't free, and they're certainly not an expensive.
00:12:54.399 --> 00:12:55.039
They're not free.
00:12:55.120 --> 00:12:55.840
No, none of them.
00:12:56.639 --> 00:13:00.240
So we really have to do the first 30 days just to suck you in.
00:13:00.559 --> 00:13:01.279
Right, right.
00:13:01.440 --> 00:13:02.799
We're very cautious of those.
00:13:02.960 --> 00:13:05.759
But I'm I'm
very business case oriented.
00:13:06.080 --> 00:13:11.039
My team earlier this year went through a financial acumen class.
00:13:11.120 --> 00:13:19.200
So we had the marketing operators, so to speak, really understand the financial dynamics of the business in which we operate.
00:13:19.519 --> 00:13:33.440
So they understand how we make money, they understand how expenses are assessed, and they understand the types of things that our leaders, our executive leaders, are under pressure to deliver.
00:13:33.679 --> 00:13:44.159
So that when we assess new technologies or even new marketing strategies, we put them through that litmus test of is it going to deliver incremental revenue?
00:13:44.320 --> 00:13:45.600
Is it gonna reduce expense?
00:13:45.759 --> 00:13:55.919
Is it aligned to some long-term strategic initiative that may not have immediate revenue increasing or expense reduction targets?
00:13:56.080 --> 00:13:58.399
But is this something that we really need to be doing?
00:13:58.480 --> 00:14:07.200
And we are brutal with our willingness to pull out our Sharpie and strike it through and say, this is not something we're gonna do.
00:14:07.360 --> 00:14:12.159
We've concluded that this is gonna be, you know, this is a shiny object that could be a distraction test.
00:14:12.480 --> 00:14:13.200
Yeah, I love that.
00:14:13.279 --> 00:14:27.039
And I love that that you had everybody go through that financial acumen because there is oftentimes this gap in knowledge and therefore insight and frankly context around, you know, why are we making the decisions that we're making?
00:14:27.200 --> 00:14:33.759
And then when you do pull out that Sharpie, people can really understand, like more fully understand where it's coming from.
00:14:33.840 --> 00:14:39.120
And it doesn't feel just like a random choice that's being made from on high.
00:14:39.440 --> 00:14:39.840
That's right.
00:14:40.559 --> 00:14:51.919
I I also wonder in the push-pull of it all, like let's talk for a minute about being agile and and what that really means in a highly compliant environment.
00:14:52.080 --> 00:14:54.320
I mean, you know, healthcare is highly regulated.
00:14:54.399 --> 00:14:58.480
There's a lot of other industries that have their own version of that.
00:14:59.279 --> 00:15:01.600
A lot of, you know, a lot of rules to follow.
00:15:01.759 --> 00:15:04.480
You can't just like move fast and break things.
00:15:04.799 --> 00:15:14.240
How do you build agility into an environment where you know compliance and precision are not up for debate?
00:15:14.960 --> 00:15:16.399
Yeah, yeah, I love this.
00:15:16.639 --> 00:15:21.600
I I joined the healthcare industry after spending over 20 years in financial services.
00:15:21.759 --> 00:15:26.240
So And that's that's a very free-flowing, no, no regulations there.
00:15:26.559 --> 00:15:27.919
Right, exactly.
00:15:28.240 --> 00:15:53.200
But I I know I will have to say the the team members that we have found are the most successful within our space are those who have an appreciation of how regulated we are, and they have to have an appreciation for risk management and ensuring that all the things that we do as a marketing operations shop are are assessed in terms of risk now.
00:15:53.440 --> 00:15:56.720
It's called risk management, not risk elimination.
00:15:57.200 --> 00:15:57.360
Right.
00:15:57.600 --> 00:16:08.080
And so for people who who haven't had that in their background, I have a I have a close contact right now who has moved into a highly regulated industry and hasn't been in that world before.
00:16:08.159 --> 00:16:12.159
And it it's quite a it's it's quite a shock to the system.
00:16:12.240 --> 00:16:12.559
Yeah.
00:16:12.879 --> 00:16:13.759
Yes, yes.
00:16:13.919 --> 00:16:17.759
You you really have to have an appreciation for why the regulations exist.
00:16:18.000 --> 00:16:18.159
Yeah.
00:16:18.320 --> 00:16:24.799
And so I once fielded a question from somebody who said something to the effect of like, how do you get around those regulations?
00:16:24.960 --> 00:16:35.279
And I was like, you don't, you embrace the people in your organization who are on those front lines, who are making sure that we're compliant with all the different laws.
00:16:35.440 --> 00:16:37.519
I mean, there's state laws, federal laws.
00:16:37.600 --> 00:16:40.799
There's it's a very complicated landscape out there.
00:16:40.879 --> 00:16:57.679
And I have a tremendous amount of respect for the folks in our compliance and our legal organizations who are consistently looking out for our best interest and helping us understand what the risks are of the work that we're trying to do.
00:16:57.840 --> 00:17:19.039
And there's always a healthy amount of tension between what we would like to do, which typically, you know, pulls too far, maybe in one direction, and then we bring in those legal and those compliance partners to help us understand why the things that we want to do might be adding risk that we don't want to take on.
00:17:19.359 --> 00:17:37.759
So, you know, I think that the first, first and foremost, you have to appreciate the fact that if you operate in a highly regulated industry, there's an excellent reason why you have legal and compliance teams to keep the organization compliant with the rules and the regulations of that particular industry.
00:17:38.079 --> 00:17:38.319
Yeah.
00:17:38.640 --> 00:17:42.000
That said, I found storytelling can help in that space.
00:17:42.079 --> 00:17:48.480
Not that you want to ever do fear-mongering, but like when you're trying to help people understand what the risk really looks like.
00:17:48.640 --> 00:17:58.400
Sometimes when you share some anecdotes, like real anecdotes of what can happen or what has happened to others, you know, people start to see the light.
00:17:58.720 --> 00:17:59.039
Yes.
00:17:59.200 --> 00:18:02.640
And I've been around long enough that things have happened.
00:18:02.720 -->
00:18:02.960
Yeah.
00:18:03.200 --> 00:18:07.440
It's how I ended up in one of my first roles in marketing operations.
00:18:07.599 --> 00:18:30.720
There was uh an organization that had a little bit of a mini disaster with emails being targeted to the wrong audience, and that created some regulatory issues because the message in that email was highly irrelevant and a regulator might say harmful to those audiences.
00:18:30.799 --> 00:18:34.319
And it was a very simple, easy mistake to make.
00:18:34.720 --> 00:18:53.680
But sometimes it takes one of those disasters to for an organization to realize that process matters and you have to have an appropriate risk mindset and really evaluate how you do things to ensure that you have the right controls in place.
00:18:54.000 --> 00:19:13.680
So sometimes agile, you know, you have to lower you have to make the A lowercase because sometimes I think the capital A, agile methodologies are challenging for an organization if you don't have members from Legal and members come from compliance sitting in your pod, which are often difficult to do.
00:19:13.920 --> 00:19:24.799
So you kind of have to mash your gears, like your agile gear like runs really fast and small, and your waterfall gear, which is how the rest of your business operates, is like larger and slow.
00:19:24.960 --> 00:19:28.319
And they just they don't really match up really well.
00:19:28.480 --> 00:19:31.920
The gears grind when you try to match up those things.
00:19:32.000 --> 00:19:44.079
So you kind of do the best you can to sit in the middle and appreciate all the good things that come with the agile methodology while acknowledging that not all business units are going to sign on to that methodology.
00:19:44.240 --> 00:19:45.759
Kind of have to make it work.
00:19:46.480 --> 00:19:47.440
I love that visual of it.
00:19:47.519 --> 00:19:51.200
And Ann spoken like a true mechanical engineer with it as well.
00:19:51.279 --> 00:19:52.640
But yeah, no, it makes sense.
00:19:52.799 --> 00:20:03.920
And and that, you know, what you what you expect around the agility portion of it, but but that also can lead to a great deal of creative, you know, creativity in and of itself, right?
00:20:04.079 --> 00:20:06.559
Okay, so this is, you know, this is what we're trying to accomplish.
00:20:06.640 --> 00:20:08.319
This is the outcome we're trying to get to.
00:20:08.480 --> 00:20:16.960
What creative problem solving do we have to try to get to that while not flouting the regulatory needs?
00:20:17.200 --> 00:20:17.839
Yeah.
00:20:18.160 --> 00:20:23.599
And the answer sometimes would be like we can't, but but sometimes it's just getting a little bit more creative.
00:20:23.759 --> 00:20:38.960
I I did want to ask you as well, the other thing that you know we hear so often around Martech and and even just technology adoption in general, is this struggle, as it can be, particularly culturally, around adoption.
00:20:39.200 --> 00:20:48.640
So there's
there's the need to have compliance in how people are using, but also just the sheer motivation and being equipped to use.
00:20:48.880 --> 00:21:04.000
I'm curious if you can talk to us a little bit about the challenges in that space of you know, getting teams to adopt new tools or processes, like what you've seen in that space that's been difficult and then how you have helped solve for it.
00:21:04.799 --> 00:21:06.400
Yeah, this this hits home.
00:21:06.559 --> 00:21:09.440
What I will say is that change is hard.
00:21:09.759 --> 00:21:16.720
And so solid change management approaches are like they go a very long way.
00:21:17.119 --> 00:21:36.720
And uh sometimes change is hard not because people aren't willing to change, but because people are set in their ways, and you know, there are only so many hours in the day, and they have things that they need to do, goals that they need to achieve, and there's a tried and true way to achieve those.
00:21:37.039 --> 00:21:45.119
And uh trying something new can you lead to potentially a missed goal.
00:21:45.359 --> 00:21:49.920
So one of the things that I try to say is just a loss of efficiency.
00:21:50.240 --> 00:21:50.640
Correct.
00:21:52.240 --> 00:22:01.279
I don't I don't think that I need a new or better way, even if there is a new or better way, like I'm kind of With what I'm doing?
00:22:01.599 --> 00:22:01.839
Yeah.
00:22:02.000 --> 00:22:02.160
Yeah.
00:22:02.240 --> 00:22:03.599
There's some complacency there.
00:22:03.680 --> 00:22:16.319
It's tried and true, and they have a high degree of confidence that they're going to be able to deliver on what's expected of them because of the fact that they've got muscle memory with the existing tools.
00:22:17.680 --> 00:22:29.839
I've often challenged people to look at a problem and come back with a set of different solutions that may or may not work.
00:22:30.079 --> 00:22:39.359
So there's the tried and true solution, which is typically people's go-to, but there are probably more or different ways of doing things.
00:22:39.680 --> 00:22:47.200
And kind of by forcing people to take a few steps back and think about other ways of doing things.
00:22:47.519 --> 00:22:58.000
And giving them the flexibility and the openness to fail is exceptionally important because nobody wants to fail.
00:22:58.160 --> 00:23:00.000
Nobody's comfortable failing.
00:23:00.319 --> 00:23:13.039
But to experiment with new technologies and find new ways of doing things means that you have to accept a certain likelihood that things aren't going to go well the first time around.
00:23:13.200 --> 00:23:30.079
And if you create a culture that enables people to feel comfortable coming back with a failed result, then while that particular scenario may have failed, and maybe the next nine fail as well, eventually you're going to get to something that works.
00:23:30.400 --> 00:23:37.839
And you wouldn't have gotten there if you hadn't been accepting of the fact that the first
many attempts were unsuccessful.
00:23:38.160 --> 00:23:39.039
Yeah, absolutely.
00:23:39.119 --> 00:23:48.079
It's like that idea of, you know, I haven't gotten there yet, but but if I don't like try and keep attempting, you know, how how can I?
00:23:48.559 --> 00:23:54.480
I have been leaning into learning the creation of bots in the AI world.
00:23:54.720 --> 00:23:59.599
And it can be tricky and it can be frustrating.
00:24:00.000 --> 00:24:08.720
And I was I was speaking with my my young guru who is helping me on this, who is my daughter, one of my daughters.
00:24:08.960 --> 00:24:18.480
And she said, look, you know, if you are learning in AI and you think it's just simple and great, you're not doing it well.
00:24:18.720 --> 00:24:42.960
Like you really gotta be in the struggle and the muck of it, because that's where you're really gonna figure out like the true power of what you can actually do, which is just another way of you know, violently agreeing with you that you know, you just have to, but but then importantly, as you said, make it a safe space to fail and even go so far as to celebrate those.
00:24:43.200 --> 00:24:44.000
Yes, exactly.
00:24:44.160 --> 00:24:50.960
And so I have worked in some organizations in which we've had an award for the biggest failure, you know, during a specific time period.
00:24:51.039 --> 00:25:11.359
And we celebrate that and we socialize that because that one person's or or one team's lack of success can lead to success in other places and it also prevents other teams from making that doing that same thing and experiencing the same unsuccessful outcome.
00:25:11.519 --> 00:25:11.759
Yeah.
00:25:12.000 --> 00:25:19.519
So, you know, I I think that celebrating successes is important and so are celebrating and socializing the things that don't go well.
00:25:19.759 --> 00:25:20.720
Yeah, absolutely.
00:25:20.960 --> 00:25:42.079
So, so in thinking about the successes side of things, can you can you talk to us about a system or a process that you have built, you know, could be in your current role or or former role that that that you feel like was a success that that did really, you know, transformed for the better how marketing was operating?
00:25:42.480 --> 00:25:48.640
Yeah, I'll go way back deep in my career to a time when I worked in financial services.
00:25:48.720 --> 00:25:51.680
I worked at a large retail bank.
00:25:52.319 --> 00:26:04.960
And we had bankers who sat in 500 branches who had their book of business, had their clients that they knew really well.
00:26:05.519 --> 00:26:11.680
And we were building this centralized, we called it a decision engine.
00:26:11.839 --> 00:26:16.079
Today, these days, I think those take on the name of next best action.
00:26:16.160 --> 00:26:17.519
You'll hear that a lot, right?
00:26:17.680 --> 00:26:18.319
Out there.
00:26:18.480 --> 00:26:36.160
But and we were looking to, from a centralized perspective, figure out how we could overlay data and analytics to our mainframe-based customer information file and funnel leads or opportunities to the team members in the branches.
00:26:36.319 --> 00:26:46.079
So, what I just described sounds old-fashioned, I would imagine, in in today's day and age, but we're talking about the 1900s when we were doing this, right?
00:26:46.960 --> 00:26:47.839
It's back a long way.
00:26:48.079 --> 00:26:50.240
Yeah, it's person buggy, guys.
00:26:50.319 --> 00:26:52.480
I mean, yeah, that's exactly right.
00:26:52.720 --> 00:26:54.880
We wouldn't have been able to do a podcast back then.
00:26:55.039 --> 00:26:56.880
The internet bandwidth was not wide enough.
00:26:57.359 --> 00:27:00.160
We're using telephones that were attached to the wall.
00:27:00.240 --> 00:27:00.480
Yeah.
00:27:00.880 --> 00:27:01.359
Indeed.
00:27:01.599 --> 00:27:02.400
Indeed.
00:27:02.720 --> 00:27:17.279
So much so, in fact, that while we were able to build this engine to identify opportunities within our client base, we were pretty limited with how we were able to get those opportunities over to the folks in the branches.
00:27:17.519 --> 00:27:23.279
Yeah, we've we've done a lot of work in financial services, and like you can't target, so to speak, right?
00:27:23.359 --> 00:27:25.839
You can't use the term.
00:27:26.000 --> 00:27:26.400
Yeah.
00:27:26.799 --> 00:27:27.680
Right, right.
00:27:27.839 --> 00:27:39.680
And we wanted to pilot this, and we deliberately chose two branches that had the biggest naysayers for this type of work.
00:27:39.920 --> 00:27:40.400
I love it.
00:27:40.640 --> 00:27:49.839
And we sat down with them, spent a lot of time getting to know them, getting to know their business, getting to know what their pain points were in their roles.
00:27:50.160 --> 00:28:01.599
And then we went back to the decision engine and looked for opportunities that would assist those, those bankers with information on their clients.
00:28:02.000 --> 00:28:05.279
And we won them over in a pilot phase.
00:28:05.519 --> 00:28:07.759
And it was really low tech, let me tell you.
00:28:07.920 --> 00:28:13.039
We were we were like sending files to them in the most embarrassing way.
00:28:13.279 --> 00:28:20.559
And they would they would do what the engine was telling them they should do, contacting clients, you know, talk about specific messages.
00:28:20.640 --> 00:28:22.880
And this is this is how far back it goes.
00:28:23.119 --> 00:28:28.240
They would fill out a piece of paper to tell us how things went, and they would fax it back to us.
00:28:28.400 --> 00:28:35.039
And we hired a tech who would skip the fax machine and he would pull the fax out, and then he would type in like the disposition of how this went.
00:28:35.200 --> 00:28:41.200
This was very early days to the, you know, the the quote next best action infrastructure.
00:28:41.519 --> 00:29:00.880
But the reason, partially the reason that it worked on a large scale, was because once we worked the kinks out and we
listened loudly to the two naysayers who were participating in this pilot, they saw the value and we invited them to the launch when we were ready to extend it.
00:29:00.960 --> 00:29:13.200
And their peers sat in the audience and listened to like people, two people who were typically perceived as curmudgeons in the organization, and they were up there saying, This is great.
00:29:13.440 --> 00:29:16.960
You guys can't believe how helpful this is going to be for you.
00:29:17.200 --> 00:29:18.480
You're gonna love this.
00:29:18.640 --> 00:29:32.559
And it was a very easy rollout, but we invested the time and the energy in the pilot and you know, one over the detractors, and then used the moved the detractors to promoters and then use the promoters to fuel our rollout.
00:29:32.880 --> 00:30:04.480
Yeah, so I I I love that story, not not just because I haven't talked about or thought about a fax machine in a long time, but but also because you know what you're what you're shining a light on in change management and gaining alignment, and you're and we do a lot of alignment work, and we often say to our clients, talk to us about the people who are skeptical, and let's really understand what those concerns specifically are.
00:30:04.960 --> 00:30:21.200
It can be very tempting within organizations, particularly if you're going to run a pilot on something, to try to go to the advocates first and have the advocates become the evangelists because it's like, well, they all they're already, you know, they already have the tendency toward, right?
00:30:21.519 --> 00:30:27.359
But really, if you flip it around the way you did, that is where you find the most power.
00:30:27.519 --> 00:30:38.160
But you do have to, you know, start slow to be able to go fast because people who are who are naysayers and had a have a lot of obstacles and a lot of concerns, it's gonna, it's gonna take longer.
00:30:38.319 --> 00:30:47.440
But man, when you win them over and they see the true value, then they bring along more people than you know, natural evangelists ever could.
00:30:47.599 --> 00:30:53.440
Not not that I have anything against people who are natural evangelists, but it it does absolutely make a huge difference.
00:30:54.480 --> 00:30:54.960
I love that.
00:30:55.119 --> 00:30:57.119
I love that story from the 1900s.
00:30:57.279 --> 00:31:05.680
And so taking us back into the the the 2020s here, you know, it just wouldn't be a marketing conversation if we didn't talk about AI.
00:31:05.839 --> 00:31:10.240
I'm curious if you can share what has been exciting for you.
00:31:10.400 --> 00:31:15.759
You talked about this a bit on the panel where you were, you and I met together.
00:31:16.079 --> 00:31:22.319
What's been exciting and and what's been challenging for you and your role so far with AI adoption?
00:31:22.480 --> 00:31:24.960
Kind of a big question, but anywhere you want to take that.
00:31:25.359 --> 00:31:30.880
Yeah, my gosh, I I can't believe it we it took us this long to cover AI.
00:31:31.039 --> 00:31:34.640
Good for us for not taking a bait early, starting there.
00:31:35.200 --> 00:31:36.720
Yeah, look, it's a game changer.
00:31:36.799 --> 00:31:53.279
So, like I was talking earlier about the internet coming to life at the beginning of my career, that turned out to be a monumental change in how we operated, how commerce occurred.
00:31:53.440 --> 00:31:59.839
And I don't think that anybody could have imagined the role that the internet would play in our daily lives.
00:32:00.079 --> 00:32:05.200
And I feel the same way, if not more, about the We're limited by our imaginations.
00:32:05.680 --> 00:32:06.319
Yeah.
00:32:06.799 --> 00:32:09.359
And somebody just asked me yesterday.
00:32:09.440 --> 00:32:20.480
I I did a leadership panel for my organization, and somebody asked me to if I could share how I thought AI was going to reshape the marketing organization in 2026.
00:32:20.559 --> 00:32:23.119
And I joked and I said, I have no idea.
00:32:23.359 --> 00:32:23.680
Yes.
00:32:24.480 --> 00:32:25.680
It's gonna happen.
00:32:25.920 --> 00:32:34.079
And 12 months from now, I don't think that the way that we operate as a marketing organization will resemble how we operate now.
00:32:34.319 --> 00:32:36.559
There's things are just happening so quickly.
00:32:37.039 --> 00:32:51.920
I feel like 2024 was the year of generative AI, and we all started to get comfortable with gen AI tools, and then they became available to the public through you know, Claude and Chat GPT and Gemini.
00:32:52.480 --> 00:32:58.480
And then in early 2025, I started hearing about agentic AI.
00:32:58.640 --> 00:33:00.799
It seemed like that was the next phase.
00:33:01.119 --> 00:33:05.839
Yeah, I don't know that we heard much about that prior to this year that we're in.
00:33:05.920 --> 00:33:09.279
I mean, by the time this is airing, we're in we're into 2026, right?
00:33:09.680 --> 00:33:10.880
Tail end of 2025.
00:33:11.200 --> 00:33:16.000
But I really don't think that we had heard about agentic at all prior to 25.
00:33:16.319 --> 00:33:17.680
And I didn't even know what it was.
00:33:17.920 --> 00:33:18.079
Right.
00:33:18.240 --> 00:33:22.559
And then people would explain it to me, and it sounded like still didn't know what it was.
00:33:23.759 --> 00:33:24.000
Right.
00:33:24.160 --> 00:33:26.960
I was like, oh, the Terminator is actually now happening, right?
00:33:27.039 --> 00:33:29.920
That movie with Arnold Schwarzenegger, all those years ago.
00:33:30.160 --> 00:33:37.759
It seemed hard to it seemed science fiction-y and it seemed unrealistic that it was actually gonna happen quickly.
00:33:38.000 --> 00:33:42.960
And now that was maybe nine months ago, I was really digging into agentic AI.
00:33:43.200 --> 00:33:46.480
Now I have a team of people who are creating agents.
00:33:46.640 --> 00:33:46.880
Yeah.
00:33:47.119 --> 00:33:52.240
We didn't know what agentic AI was nine months ago, and now
I've got people with a non-technical background.
00:33:52.400 --> 00:34:10.559
These are not like software engineers, you know, these are writers and designers and folks with creative backgrounds who are very easily coming up to speed on how to create agents in, again, commercially available AI platforms.
00:34:11.039 --> 00:34:23.360
So I don't I don't know entirely how AI is going to continue to take shape, but I know that we have to be really focused on figuring out what the options are.
00:34:23.679 --> 00:34:32.639
Because if you blink, the progress is made so quickly that you know you're gonna get left behind if you don't stay up on these things.
00:34:32.800 --> 00:34:41.039
And what you try in AI today that doesn't work, by definition, the LLM is gonna learn.
00:34:41.199 --> 00:34:44.880
If you try that same thing two weeks from now, you might get a different result.
00:34:45.119 --> 00:34:50.719
Yeah, you're likely to get you're likely to get a different answer if not if not a completely different result.
00:34:50.880 --> 00:34:54.880
I have done that a couple of times where I write it, you know, over time.
00:34:55.119 --> 00:34:59.840
And one of the, you know, of course, I'm reading things and experimenting all the time as as we all are.
00:35:00.079 --> 00:35:24.400
One of the bit of advice that I recently heard that I I would love to amplify because I think it's really important for all leaders what we're whether we're talking about the marketing space or any other industry, is this expert was asked, like, what's what are the top things that you need to be thinking about as a leader with AI advancing as quickly as it is?
00:35:24.639 --> 00:35:34.400
And his answer was get clear about what you want humans in your organization to be doing and to be good at.
00:35:34.800 --> 00:35:45.679
And I thought that was a really, really great lens on it because AI is going to come in and fill in so many capabilities, gaps.
00:35:46.320 --> 00:36:05.039
And we don't want people to get lost in it, not just because it feels existential, but because we really want to make sure that we're caring for what's going to be best for the organization, the purpose of why that organization is there and what value they're bringing to the marketplace.
00:36:05.280 --> 00:36:12.719
You need to really be thinking, not like if you know, if we're going to have AI right alongside us as humans, the AI is going to do what the AI is going to do.
00:36:12.800 --> 00:36:14.559
But what is it that you want the humans to do?
00:36:14.639 --> 00:36:16.400
Because humans are going to need direction.
00:36:16.559 --> 00:36:21.679
Humans are going to need inspiration, motivation, skill building.
00:36:21.920 --> 00:36:26.239
So anyway, I just thought that was a very interesting lens on it.
00:36:26.559 --> 00:36:28.320
Yeah, that that that's helpful.
00:36:28.480 --> 00:36:28.559
Yeah.
00:36:28.960 --> 00:36:30.960
I think a lot of people are concerned, you know?
00:36:31.599
--> 00:36:58.079
I feel like while we while I mentioned some of the folks on my team who I call our AI sorcerers because they're out there just like slaying it with what AI can do, we certainly have a quieter group of folks who are on the other end of the adoption spectrum who are passively watching, maybe with a bit of trepidation, on what is this going to mean for me and what is this going to mean for my job.
00:36:58.320 --> 00:37:08.960
And, you know, part of my perspective there is that that's not going to go well for you if you're if you're just sitting and watching the AI train pass by you.
00:37:09.119 --> 00:37:19.119
It's going to be a self-fulfilling prophecy if you don't jump in and get your hands dirty and figure out how you can make this life-changing technology work for you.
00:37:19.440 --> 00:37:20.079
Yes.
00:37:20.400 --> 00:37:26.639
One of my favorite like business and life books is The 15 Commitments of Conscious Leadership.
00:37:26.800 --> 00:37:28.000
I don't know if you're familiar with it.
00:37:28.159 --> 00:37:29.039
Big, big fat book.
00:37:29.360 --> 00:37:33.039
It's 15 commitments, so it's fat because 15 is a big number.
00:37:33.199 --> 00:37:44.880
But their overall premise is that in our lives and the way our brains are wired, we have this tendency, they call it like this invisible line, and we tend to live below the line in fear.
00:37:45.199 --> 00:37:48.559
And what is above the line is curiosity.
00:37:48.800 --> 00:38:00.559
And because our brains are wired for fear and to protect us, it's not our fault that we default to fear, but we need to be aware and then push ourselves up above that line.
00:38:00.719 --> 00:38:11.920
I don't know that that's ever been more true, Chris, than it is now with AI coming on so strong because we are so aware that we don't know.
00:38:12.239 --> 00:38:16.159
And it's very, it it can be very provoking.
00:38:16.320 --> 00:38:29.760
And so I think we're all, you know, we're all kind of like, ooh, I want to, you know, I think our tendency to want to protect ourselves from the unknown is is a very strong human driver, but we can't sit there.
00:38:30.079 --> 00:38:36.239
So even even the people who are the biggest gurus, they still have their moments.
00:38:36.559 --> 00:38:36.960
Sure.
00:38:37.199 --> 00:38:38.639
Sure, you know, for sure.
00:38:38.800 --> 00:38:40.320
So it's just like, where are you at?
00:38:40.400 --> 00:38:42.880
And can you can you push yourself above?
00:38:43.119 --> 00:38:50.960
I want before we go, I want to make sure that we have an opportunity to have our listeners hear some of your leadership wisdom.
00:38:51.199 --> 00:38:56.000
You know, you've just been on a wonderful journey, you have such a fascinating background.
00:38:56.239 --> 00:39:00.960
So, you know, I have a handful of questions for you around how you lead.
00:39:01.119 --> 00:39:19.599
And so, you know, first if you like look back across your career, is there a piece of wisdom about
marketing operations that perhaps you once believed and and now you see it differently, perhaps with the advent of technology or maybe just with the wisdom of experience?
00:39:20.400 --> 00:39:29.039
Yeah, I think I was one of those people who, in the beginning of the realm of marketing operations, viewed it as an operational partner.
00:39:29.519 --> 00:39:34.719
I was uh I was part and parcel of just tell us what to do and we'll go do it.
00:39:35.119 --> 00:39:37.440
That was my comfort zone again as an engineer.
00:39:37.599 --> 00:39:40.960
That was I was good at solving problems, but someone had to give me the problem.
00:39:41.280 --> 00:39:41.760
Yes, yes.
00:39:42.000 --> 00:39:42.719
What do you want me to build?
00:39:43.039 --> 00:39:43.679
What do you want me to solve?
00:39:43.760 --> 00:39:44.400
Yeah, and then I'll do it.
00:39:44.639 --> 00:39:45.119
Right, right.
00:39:45.280 --> 00:39:47.679
Something's broken, great, I'll go fix it.
00:39:47.840 --> 00:40:00.239
And it took me some time to realize that my impact would be greater if I didn't wait for the problem to come to me, if I would I would seek out where a problem might be in the future.
00:40:00.480 --> 00:40:06.639
And sometimes that happened because I had the thought in my head and I didn't express it.
00:40:06.880 --> 00:40:13.679
And then a period of time would go by and the problem happened, and I went, why didn't I say it?
00:40:13.760 --> 00:40:13.920
Yeah.
00:40:14.159 --> 00:40:20.559
I knew that it was gonna happen, I but I didn't trust myself, you know, didn't trust my gut, my instinct to to speak up.
00:40:20.719 --> 00:40:37.119
So some of that was just a bit of confidence that led to me kind of moving upstream from the place where most marketing operations teams play, and I moved, you know, upstream into the more strategic conversation and realized that I could make a bigger impact that way.
00:40:37.440 --> 00:40:38.400
Yeah, love that.
00:40:38.480 --> 00:40:43.280
And I I you read my mind because I was gonna ask you, well, how did you realize you know that you needed to do that?
00:40:43.360 --> 00:40:45.440
And it was like the lack of speaking up and then seeing it.
00:40:45.679 --> 00:40:45.920
Yeah.
00:40:46.000 --> 00:40:46.239
Oh, yeah.
00:40:46.480 --> 00:40:47.360
Came back to Britney.
00:40:48.320 --> 00:40:49.119
I should have said it.
00:40:49.199 --> 00:40:49.440
Yeah.
00:40:49.599 --> 00:40:51.039
Yeah, I should have said it.
00:40:51.360 --> 00:41:02.960
So in the wisdom space and knowing that the Martech stack is just a constant challenge, you know, it's exciting and it can enable so many capabilities, but it's also a constant challenge.
00:41:03.280 --> 00:41:14.400
Is there like one thing you would advise senior marketers as they're approaching their stack that they should focus on or ask themselves?
00:41:14.719 --> 00:41:37.920
Yeah, I would say there they need to find a balance between being curious, like we were just talking about, and open to new ways of doing things, but always make sure that it's technology for the sake of solving a business objective.
00:41:38.079 --> 00:41:54.639
Like you have to root the technology decisions in the business cakes framework and align it back to what value is this investment going to make on the bottom line?
00:41:54.800 --> 00:41:57.440
That's and there's a lot of hops to get there, right?
00:41:57.679 --> 00:42:05.440
Because one piece of technology isn't automatically going to increase revenue or or you know reduce expense.
00:42:05.760 --> 00:42:11.840
But there needs to be a really defensible tie between those things.
00:42:12.000 --> 00:42:18.320
And I like seeing business cases, and I don't file business cases away after I see them.
00:42:18.480 --> 00:42:31.039
I put them in my temporary folder, and I'm gonna come back in a year and I'm gonna ask the people who built those business cases when those initiatives were funded, how are we looking?
00:42:31.280 --> 00:42:34.719
Did this did this actually deliver what we said it was gonna deliver?
00:42:34.800 --> 00:42:43.039
And so creating a culture of accountability to kind of go back to those business cases and validate whether they were accurate or not.
00:42:43.280 --> 00:42:44.000
Yeah, I love that.
00:42:44.159 --> 00:42:47.679
And I mean, you just you you just shouldn't have one without the other.
00:42:47.760 --> 00:42:53.360
Like even if you're doing that really good upfront due diligence, you have to come back around.
00:42:53.440 --> 00:42:56.880
And I don't think that everybody remembers to do that per se.
00:42:57.840 --> 00:43:05.440
We talked a lot about agile and and agile with a lowercase A in in certain circumstances.
00:43:05.679 --> 00:43:11.360
Is there one principle of Agile that you think every marketing leader should know and adopt?
00:43:12.000 --> 00:43:14.719
Oh that's a good one.
00:43:15.199 --> 00:43:21.039
I love the concept of the daily stand-ups.
00:43:21.519 --> 00:43:34.960
People come together 15 minutes a day, quick round robin, what are the blockers, and then hang up and go do what it is that you need to be doing.
00:43:35.199 --> 00:43:48.719
I find it a highly effective way to maintain progress and identify the obstacles to those progress, to making that progress and ensuring that you know the end result is ultimately achieved.
00:43:48.800 --> 00:43:51.760
It's it's way better than communicating via email.
00:43:51.920 --> 00:43:59.599
It's way better than pulling together large groups of people for status updates, most, you know, not most, but sometimes people.
00:44:00.159 --> 00:44:01.599
Check out of those things.
00:44:01.679 --> 00:44:05.119
When you're in a 15-minute stand-up, everyone is fully engaged.
00:44:05.199 --> 00:44:08.320
And I've seen them actually done standing up.
00:44:08.559 --> 00:44:08.960
Yep.
00:44:09.280 --> 00:44:10.320
True stand-ups, right?
00:44:10.559 --> 00:44:12.559
Nobody sits down, standing around a table.
00:44:13.519 --> 00:44:14.639
Right, stand standing up.
00:44:14.719 --> 00:44:16.719
And even if you're at your virtual desk standing up.
00:44:17.039 --> 00:44:17.760
That's exactly right.
00:44:18.639 --> 00:44:19.599
There's more clued in.
00:44:19.679 --> 00:44:21.440
So that would be my that would be my choice.
00:44:21.760 --> 00:44:27.760
We also talked about and and your own journey too of you know, operator to strategist, right?
00:44:27.920 --> 00:44:49.760
And and and so if you're if you were looking to lead someone on that on that path and really helping them understand how to think of themselves as strategists, be more of a strategist, what would you tell someone who's trying to make that transition or who perhaps you want to motivate to make that transition?
00:44:50.559 --> 00:44:59.679
This happens a lot in the marketing operations space because I think that the folks who gravitate towards marketing operations organizations are true, are good operators.
00:45:00.239 --> 00:45:08.800
And you have to break out of some habits in order to make that shift to a more strategic contributor to the organization.
00:45:09.119 --> 00:45:13.199
For me, I actually had a bit of an aha moment.
00:45:13.519 --> 00:45:32.559
I was fairly deep into my career and was being mentored by someone very senior in my organization who recommended to me while I was in my 40s that I consider going back to school and getting my MBA, which I thought was a silly idea.
00:45:32.800 --> 00:45:36.559
What would somebody at my age do with an MBA?
00:45:37.280 --> 00:45:46.880
And I I poked around and realized this might be the thing that I need in order to retrain how my brain works.
00:45:47.119 --> 00:45:55.440
And it turned out to be a tremendous amount of work, but a huge, huge unlock for my brain.
00:45:55.519 --> 00:46:06.960
So I will say the constraints that I could articulate coming from an engineering background is that in engineering, there's always a right answer in the back of the book, right?
00:46:07.039 --> 00:46:23.519
Whether it's calculus or physics or chemistry or you name the discipline, you learn a rule, the rule of the laws of physics, the rules of thermodynamics, and then you apply them through problems and problems and problems, and you flip to the back of the book to figure out if you got the right answer.
00:46:23.599 --> 00:46:27.519
And if you get the right answer, it's like, yeah, I got this, and I move on to the next problem.
00:46:27.920 --> 00:46:29.519
Business does not work that way.
00:46:29.920 --> 00:46:32.400
There is no right answer in the back of the book.
00:46:32.559 --> 00:46:41.840
So operators who are looking for validation that they have done things 100% accurate are going to be very frustrated in a more strategic role.
00:46:42.000 --> 00:46:42.239
Yes.
00:46:42.480 --> 00:46:50.639
So what I learned through the MBA program was that you really need to make the best decision with the information that you have at the time.
00:46:50.719 --> 00:46:52.400
You're never going to have perfect information.
00:46:52.480 --> 00:46:58.880
It's different from those engineering textbooks where they give you, you know, four out of five variables and you got to solve for the fifth.
00:46:59.199 --> 00:47:06.559
And you put a strong case together using a reliable framework.
00:47:06.719 --> 00:47:14.719
They're not going to be as firm as the laws of physics, but you can do a risk analysis and you can do pros and cons.
00:47:14.880 --> 00:47:28.400
You can find reasonable ways to back up your argument for a strategic recommendation that you're going to have to accept the fact that you're not going to get the right answer in the back of the book.
00:47:28.480 --> 00:47:36.800
No one is going to validate your recommendation with a grade or an accuracy rating.
00:47:37.119 --> 00:47:47.760
And in fact, you may have people actually fight you on it, even if you've done a tremendous amount of due diligence, you know, with tried and true frameworks.
00:47:47.920 --> 00:47:50.480
I mean, so well said, Chris.
00:47:50.559 --> 00:47:56.400
And it is the core difference between, I think you just nailed it in terms of the doing to the thinking.
00:47:56.559 --> 00:48:11.440
You know, it's executing around something where you've been given this is this is what we're going to do, and outcome needs to be X, to strategically deciding how something should be approached.
00:48:11.599 --> 00:48:16.079
It it's it's not fair to just say, oh, well, it's murky and you know, throw up your hands.
00:48:16.239 --> 00:48:16.400
Right.
00:48:16.639 --> 00:48:18.239
There's a whole discipline around it.
00:48:18.559 --> 00:48:19.199
That's right.
00:48:20.000 --> 00:48:22.719
But the answer is never sitting there.
00:48:23.039 --> 00:48:23.840
That's right.
00:48:24.000 --> 00:48:24.480
Yeah.
00:48:24.880 --> 00:48:25.280
Right.
00:48:25.679 --> 00:48:29.840
It's kind of like what I love and at moments what I hate.
00:48:30.159 --> 00:48:42.800
Well, I found I found getting my MBA to be incredibly liberating because it allowed me to untether my brain to, you know, needing to needing certainty in what I was doing.
00:48:43.039 --> 00:48:43.360
I love that.
00:48:43.760 --> 00:48:44.639
And it really helped.
00:48:44.880 --> 00:48:51.039
I found my MBA to be, I always just say, what doesn't kill you makes you stronger.
00:48:53.440 --> 00:48:54.719
I mean it was a different experience.
00:48:54.800 --> 00:49:02.719
I I was in my mid-20s and I went to a very, very, very quantitative program at University of Chicago and I was a liberal arts major.
00:49:02.800 --> 00:49:12.880
So I also like to say that I got more for bang for my buck than most people who were there because I'd barely taken a single, you know, accounting or finance class.
00:49:13.119 --> 00:49:22.400
But yeah, the the the the framed thinking, but without an answer that you know you can just find in some sort of a finite way.
00:49:22.800
--> 00:49:24.800
But I love what you're saying about liberation too.
00:49:24.960 --> 00:49:27.920
There is there is a liberation to that, there's a creativity to that.
00:49:28.000 --> 00:49:28.320
Yep.
00:49:28.480 --> 00:49:37.840
There is a learn and refine to that, and and an emergent strategy to that too, if you're if you're reflective over time.
00:49:38.320 --> 00:49:55.199
So we always love to end by asking our guests about a pivotal moment in their careers or their personal lives, or maybe it's a little bit of both, where something happened or you learned something that really changed your trajectory, your path from that moment on.
00:49:55.440 --> 00:50:01.760
It may be something you felt or regarded as good or bad or neutral, but it made a profound impact.
00:50:01.920 --> 00:50:06.719
Can you share with us a pivotal moment that you had and and what it led to for you?
00:50:07.039 --> 00:50:11.360
Who I'm not sure I've had a number of moments, I think.
00:50:11.519 --> 00:50:14.159
That's what happens when you get deep into your career, right?
00:50:14.239 --> 00:50:16.800
And you and you have the benefit of reflection.
00:50:17.039 --> 00:50:20.000
I don't know if I would consider this pivotal, but it was meaningful.
00:50:20.239 --> 00:50:37.199
And it happened very early in my career when it was some advice that my father gave me, which, you know, I was young and confident, which I shouldn't have been, but you know, when you're when you're in your early 20s, you think you've got it all figured out, right?
00:50:37.280 --> 00:50:40.719
You're you're now in the wild and you're like, great, I've been waiting for this my whole life.
00:50:41.039 --> 00:50:41.840
Yes, I'm a grown up.
00:50:42.000 --> 00:50:43.519
I'm gonna go change the world.
00:50:43.840 --> 00:50:49.039
And he he taught me the importance of relationships and people and bridges.
00:50:49.280 --> 00:50:52.960
And I was I was an introvert, still am an introvert.
00:50:53.199 --> 00:51:02.639
And he basically said, like, you gotta remember that every interaction that you have is like an interview for something in the future.
00:51:03.119 --> 00:51:12.880
So every every email, every meeting, every time you interact with somebody, you're you're sharing like a data point on who you are and what you stand for.
00:51:13.360 --> 00:51:16.480
And I didn't appreciate that, certainly at the time.
00:51:16.639 --> 00:51:18.559
I was just out there being me.
00:51:18.800 --> 00:51:37.440
But then as I've reflected over the course of my 30 some odd year career, and I think about the relationships that have proven to be most meaningful to me, both personally and professionally, they all happened because of some of those moments along the way.
00:51:37.760 --> 00:51:49.679
And a willingness to be open to listening to diverse perspectives, and you know, a willingness to admit that I don't know the answer, the right answer, all the time.
00:51:49.760 --> 00:51:54.239
And if you kind of
open yourself up to people and ideas, it's very enriching.
00:51:54.320 --> 00:51:56.400
And again, it's both personal and professional.
00:51:56.559 --> 00:52:02.880
So a number of former coworkers have become wonderful friends in my life.
00:52:03.199 --> 00:52:08.159
And a number of former coworkers have helped me grow throughout the course of my career.
00:52:08.239 --> 00:52:18.320
Like, you know, people that I haven't really spoken to in 20 years may have made an impact on a role that I took because there were some common connections.
00:52:18.480 --> 00:52:26.320
So I guess the power of connection is cannot be cannot be overstated, is that my pivotal observation.
00:52:26.639 --> 00:52:27.440
Yeah, I love that.
00:52:27.599 --> 00:52:29.280
I so appreciate you sharing that.
00:52:29.360 --> 00:52:34.639
And your dad certainly wise in sharing with that at a at a young age.
00:52:34.880 --> 00:52:38.719
Chris, I have loved having this time with you and this conversation.
00:52:38.960 --> 00:52:48.880
I I just so appreciate your your point of view and your vision around marketing operations and the power of being strategic in that space.
00:52:49.119 --> 00:53:03.360
And also, you know, the path that anyone can take toward being more strategic, the balance with the Martech stack, the focus on outcomes, you know, so many just wonderful nuggets, I think, for our listeners.
00:53:03.519 --> 00:53:17.199
So if you are a marketing leader listening today and you've been thinking about perhaps operations as the tech people or the people who just get it done, you know, consider them as strategic partners and invite them into your planning conversations.
00:53:17.360 --> 00:53:19.280
Ask them what's possible.
00:53:19.519 --> 00:53:23.920
So I just want to thank you so much for being generous with your time and your insights.
00:53:24.079 --> 00:53:25.599
This has been a true pleasure.
00:53:25.920 --> 00:53:27.760
I've enjoyed every minute of it, Nancy.
00:53:27.840 --> 00:53:29.360
It's always great to see you too.
00:53:29.679 --> 00:53:31.119
Great to see you as well.
00:53:31.440 --> 00:53:42.719
If today's conversation resonated with you, maybe you are wrestling with a Martech stack that's too complex, or you're trying to figure out how to move from execution to being more strategic.
00:53:42.880 --> 00:53:43.920
You are not alone.
00:53:44.079 --> 00:53:51.760
Marketing leaders know what they want to do, but often don't have the infrastructure quite to do it or don't see the path.
00:53:52.000 --> 00:53:59.039
Operations teams are capable of so much, but if they're treated as support functions, this is going to be very limiting.
00:53:59.280 --> 00:54:06.079
And oftentimes there is a gap between strategy and execution, and it will widen if it doesn't get addressed.
00:54:06.320 --> 00:54:10.559
At Noetic, we work with senior marketing leaders who are ready to close this gap.
00:54:10.719 --> 00:54:16.400
We help you assess your processes, we help you determine what's needed to enable your strategy.
00:54:16.639 --> 00:54:24.400
If you would like to have a conversation of what that looks like in your world, please visit us at noeticconsultants.com or connect with me on LinkedIn.
00:54:24.480 --> 00:54:25.920
I would love to hear from you.
00:54:26.159 --> 00:54:33.599
Until next time, keep strengthening brands and the leaders who bring them to life, including and especially the leader within you.
00:54:33.840 --> 00:54:35.199
See you next time.
00:54:40.320 --> 00:54:42.960
Feeling inspired to shake up your marketing game?
00:54:43.199 --> 00:54:48.559
The Metamorphosis Moment is your launch pad for actionable strategies and real-world results.
00:54:48.800 --> 00:54:54.320
Subscribe now and fuel your brand and leadership strength with tools and guidance you can use today.
00:54:54.559 --> 00:54:59.599
Don't forget to explore more game changing resources at Noetic Consultants.com.
00:54:59.840 --> 00:55:01.920
Now get out there and transform.