ABOUT THIS EPISODE
“That’s how you get to be CMO, you actually understand know those numbers, you actually understand what works.”
Katherine Campbell joins Jimi and Scott in this episode to talk about the mortgage industry, Annie Mac’s unique offerings and their recent integration of Shape software for the Annie Mac team.
SetShape.com to begin your journey with Shape today!
Show Highlights:
01:15 - What does a CMO do & how did Katherine get there?
03:00 - A fine line between “salesperson” and “marketer”
04:50 - A lesson learned from failure
08:00 - Strategies for marketers struggling to connect with the sales team
10:30 - Sales ≠ Marketing
11:55 - Surprise and Delight
15:50 - The pain points Shape alleviates
21:15 - A frictionless input system
26:00 - Cost Per Goldilocks
29:20 - Making the Loan Officer the hero
35:15 - Katherine’s impression on Shape’s team
40:30 - Transitioning this industry from where it was to where it’s going
44:40 - Top 3 features & benefits of Shape
49:05 - Why work for Annie Mac?
50:40 - Cash to Keys
52:10 - “Show up!”
