Rob Giglio:<\/strong>\u00a0the businesses that decided to embrace change really prospered. and the ones that were more reticent and apprehensive to change fell behind.<\/p>\nSo the ones that were willing to be bold were like massively advantaged. I am not a fan of sizzle over substance. Substance wins every time. It might not win quick, but it will win the most.<\/p>\n
It\u2019s expensive to be wrong. So you better be thoughtful. As a revenue leader, you\u2019re not really looking for the sale,<\/p>\n
You\u2019re really looking for loyalty.<\/p>\n
Scott Barker:<\/strong>\u00a0Hello and welcome back to the GTM podcast. As always, you\u2019ve got Scott Barker here, but it\u2019s certainly not about me. It\u2019s all about the guest always. And this guest, you know, I feel like the time, but super, super excited, uh, for this guest. We tried to tee it up, uh, actually when he was formerly at HubSpot and then, he turned me down and I was all bummed.<\/p>\nBut then, we made it happen. I am joined by Rob Giglio, welcome to the podcast, man.<\/p>\n
Rob Giglio:<\/strong>\u00a0Thank you. I\u2019m glad to be here. I mean, it only took us almost a year to pull this off.<\/p>\nScott Barker:<\/strong>\u00a0We made it, we made it happen. Um, and super quickly. So I always like to give a quick bio for the, the listeners. So, uh, Rob is currently the chief customer officer at Canva. He oversees Canva\u2019s sales and full go to market function and brings over 20 years of industry experience leading and executing global marketing and sales initiatives.<\/p>\nActually joined Canva from HubSpot where he was also the chief customer officer. And before that he was the chief marketing officer at DocuSign. Prior to DocuSign, Rob spent over 10 years at Adobe, uh, leading the global sales and go to market teams for their whole digital media business. And, uh, was responsible for over 7 billion in revenue, which is a scary number of a scary bag to hold.<\/p>\n
Then previous experience include GM and marketing roles at Gap, Williams Sonoma, Clorox, Procter Gamble. Um, just to, uh, career, man. It\u2019s, it\u2019s, those are like the logos when you think of B2B software, like what are the first logos that come to mind? It\u2019s probably people would rattle off, you know, Adobe, DocuSign, So that\u2019s super.<\/p>\n
Rob Giglio:<\/strong>\u00a0Thanks<\/p>\nScott Barker:<\/strong>\u00a0That you\u2019ve been instrumental in scaling them.<\/p>\nAnd I want to kind of dive into each stage of, of your background and some of the lessons from these iconic companies. But, um, something that stood out to me right away, uh, was You know, you spent the beginning of your career in like retail marketing, and then you made this jump to, to software. And I was curious because me, I\u2019ve always, a lot from B2C marketing.<\/p>\n
Um, and it does feel like sometimes we\u2019re just like three to five years behind a lot of the trends that are happening and in B2C. and I was curious what you kind of learned from marketing in the B2C realm and selling and go to market that you\u2019ve taken, uh, with you into kind of the B2B and technology landscape.<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah, um, what a great question. there\u2019s so many things, but probably the most important thing that I, I took away from, it was like 10 years in consumer marketing and sales between Procter Gamble and Clorox. Um, some of the most important things I learned there were that, uh, you really can\u2019t afford to be wrong.<\/p>\nLike it\u2019s, uh, it\u2019s very costly because you have a giant manufacturing process and you have physical goods that are in motion and shipped all around onto grocery store shelves. It\u2019s really expensive if you make a mistake. And let me give you a good example. Like if you develop a label for your product and that label isn\u2019t very good.<\/p>\n
It doesn\u2019t communicate the product name. It doesn\u2019t have any of the brand attributes. You don\u2019t know what\u2019s inside the bottle or inside the box. Uh, you\u2019ve just gone through a whole process of. Printing and shipping something that, that is really not going to work well on the shelf. And there\u2019s nothing you can do once it\u2019s up there. Like you really made\u2026<\/p>\n
Scott Barker:<\/strong>\u00a0Run to the store, buy them all. Like just start..<\/p>\nRob Giglio:<\/strong>\u00a0No.<\/p>\nScott Barker:<\/strong>\u00a0over things. Yeah.<\/p>\nRob Giglio:<\/strong>\u00a0So you have to be very thoughtful about the way you develop, um, products in general, but then every tweak that you make to the product, whether it\u2019s changing the package or changing the label or changing the price, Changing the bottle or, you know, the bottle size, uh, those things are very expensive mistakes if you get it wrong.<\/p>\nAnd so I think maybe one of the lessons, there\u2019s, there\u2019s several, but one of the core lessons is you really better be thoughtful and analytical and right about the way you make changes to your product offering. And so that\u2019s, I think it, it raises the bar. You better be pretty darn good and make sure it\u2019s, it\u2019s going to work.<\/p>\n
Otherwise you. You really, uh, you cost the company a lot of money. So that\u2019s part, that\u2019s part one. Like, uh, that then ties into maybe part two, which is, um, use data. Like data is there, you can find it, you can test, you can run analysis, you can do a something as simple and non scientific as a focus group.<\/p>\n
You can run a test market, um, but you better do some analysis to figure out what\u2019s working and not working. And so that I think is, um, Really critical. I think a lot of times, and especially if you just jump over to B2B, a lot of times it\u2019s like somebody thinks it\u2019s a good idea and it\u2019s like a gut kind of choice and you may be as likely to be wrong as you are to be right.<\/p>\n
And so, um, sometimes what happens is you\u2019re right the first time and so you think you\u2019re genius. And then you do it again the second time, it doesn\u2019t work. And you\u2019re like, whoa, was I not a genius the first time or did I just get lucky? And so that I think is like, you know, in consumer packaged goods, you don\u2019t get that kind of, um, one person\u2019s idea just takes all the like air out of the room and goes, like you, you really analyze it and do it right.<\/p>\n
And so data is, is number two. So number one, it\u2019s expensive to be wrong. So you better be thoughtful. Number two, use a lot of data. And number three is in consumer packaged goods, you\u2019re talking to individuals. And so you have to think very carefully about messaging to individuals, like a person. How do they think?<\/p>\n
What motivates them? What, um, what words work? What images work? What colors work? Um, what, where will they be shopping and why? And, and so you, you develop a whole go to market, which includes your, your marketing and your sales and your post purchase support around thinking about individuals, not thinking about, um, anonymous.<\/p>\n
And I think, you know, when you think about consumer over to business, a lot of times B2B marketing is challenged by just thinking that B2B is something that\u2019s like, um, Amorphous. Uh, but it\u2019s still people inside of businesses that buy and people inside of businesses that make decisions and people inside of businesses that use the product.<\/p>\n
And so applying those three things, one, really expensive to be wrong. So try not to be wrong. Uh, number two, use a lot of data. And then number three, uh, remember that it\u2019s people, it\u2019s consumers, it\u2019s buyers that you\u2019re really speaking to, even if you\u2019re in B2B.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah, that\u2019s super interesting and a lot of great, great points there. I mean, I\u2019ve never actually thought about, you know, how. You really do only get one shot. You\u2019re launching a new product. You\u2019re going to a certain packaging on that. There\u2019s going to be a certain messaging and there is no way to change that.<\/p>\nAnd you know, it ties into your second point around if you are right. Or if you are wrong, you better have the data to back it all up of like why we thought this was the best decision. Um, and yeah, it\u2019s really interesting in, In software, in B2B, you know, I think, you know, experimentation is very welcomed and it\u2019s a necessary part of the, the job.<\/p>\n
Um, but it\u2019s, it is also expensive, you know, running a campaign and like. Completely shifting our pricing model just on, you know, maybe a few customers that gave us feedback and we do all these shifts. And then, know, we have the luxury of like, oh, that worked. That didn\u2019t work. Let\u2019s quickly like shift it back.<\/p>\n
But the training and the enabling. It\u2019s I think it\u2019s. Still costly in B2B. It\u2019s just not as in your face and like quantifiable as easily you know.<\/p>\n
Rob Giglio:<\/strong>\u00a0There\u2019s tactic that\u2019s really commonly used in consumer packaged goods. And I don\u2019t think we do it like hardly at all in B2B. I think some people do it. I\u2019ve, I\u2019ve, I\u2019ve had conversations with other marketers and product teams who do it, but maybe it\u2019s not like widely executed and it\u2019s called concept testing.<\/p>\nYeah. And the basic premise of concept testing is you have this great idea for a product, or you have a great idea for like a tweak on a product. Like you\u2019re going to develop a line extension on, uh, I don\u2019t know, some, some product that you\u2019re selling. Uh, and you basically create a fake version of that product and you create positioning around it and you get a price and maybe even you go so far as to You know, create a fake bottle of it or, or can of it or whatever, and you show it to your potential buyers and you test that concept against other things, like other things that are currently in the category.<\/p>\n
And you\u2019re looking for like product interest and, uh, like, does it resonate with the things that people are looking for in that category? And you look for like price sensitivity, like, would you buy it at this price? Yes or no? Do you feel like it\u2019s a good value compared to this other one? And. That like, I\u2019m giving you the whole range of things you might do when you do concept testing, but like, we don\u2019t really, most of us don\u2019t do that in software, especially in like B2B go to market.<\/p>\n
We rarely do concept testing. And yet think of all the like products we\u2019ve all brought to market where we kind of like, uh, invent our positioning and invent our messaging as we\u2019re going. Maybe we look at what competition is doing and we try to use their words. And like, just think if you added that step in this process, how much better your outcomes could be.<\/p>\n
You\u2019d avoid a lot of mistakes and you\u2019d optimize what works. And the second thing related to that, that I\u2019d share with you is we also in, and now I\u2019m talking software in particular, but in software, most of the time in categories, we as general managers, CEOs, CMOs, CROs, we always think of it as like, we need to win the whole market.<\/p>\n
Like we will take a segment like SMB or enterprises, and we will say to ourselves, Oh, we\u2019re going to launch this thing. And we\u2019re going to win the market. We never think about carving up the market and would it be more profitable to carve up the market and win segments? And, and the, the way that plays out, like, I\u2019ll give you an example is like, let\u2019s use like beer, you drink beer,<\/p>\n
Rob Giglio:<\/strong>\u00a0Get a beer or six.<\/p>\nSo, uh, I love beer because it\u2019s like a really good category to think about. Like the category is a certain size globally. But if you actually start to divide up, you have craft beers, you have light beers, you have domestic beers, you have international beers, you have beers in cans.<\/p>\n
Scott Barker:<\/strong>\u00a0In there. Some messais.<\/p>\nRob Giglio:<\/strong>\u00a0Now, right? You\u2019re touching on it.<\/p>\nAnd like almost no beer manufacturer says to themselves, I need to own the entire market of beer. Like it just seems inconceivable. And so what they do is they pay attention to like segments and segment needs and taste profiles and preferences. And they say to themselves, I\u2019m going to carve this category into parts, and I\u2019m going to own this part, or I\u2019m going to own that part, and that\u2019s a, like, we don\u2019t do that in software at all.<\/p>\n
Like, we never think to ourselves, like, oh, I, I\u2019m a, um, I don\u2019t know, I\u2019m a CRM, and so I\u2019m going to, like, own this country, this industry segment or vertical, and then this company size. Or maybe even more importantly, they don\u2019t say like, Oh, I\u2019m going to be the CRM for these kinds of business users.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah.<\/p>\nRob Giglio:<\/strong>\u00a0They usually say like, you know, most of the time we cut it by like a little company or big company. And, um, it\u2019s a good thing because you kind of, you\u2019re shooting for the moon, but it\u2019s a bad thing because then your positioning and messaging is pretty broad. It\u2019s pretty generic. And the more generic you become in your marketing, the harder it is to really land a point, you know, with these consumers. So anyway, that\u2019s, uh, concept testing.<\/p>\nWe should do more of it. And then the other thing is we should think about the segments of our market and think about whether we\u2019re trying to own the entire category or segments of the category.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah. I mean, I love the, the beer example really brings that to life, the segments. It\u2019s like, you know, we want to be the beer that you go to when you\u2019re watching a football game. We want to be the beer that when you go to your local sushi restaurant, you always want to order. When you go to the beach, we want to trigger that.<\/p>\nAnd those are huge markets within the realm of beer. Yeah. Yeah. You know, beer and they\u2019re tied to feelings. They\u2019re tied to emotions. They\u2019re tied to like these triggers and habits that can become really, really powerful. Uh, I think that\u2019s a great way to look at it in this of concept testing. I mean, I wish we had this podcast, you know, and a half years ago.<\/p>\n
I remember at, At Outreach, we went into a new category and, you know, we did all the data and, and, uh, analysis and we talked to a few folks and we\u2019re like, wow, we\u2019re going to bring this new feature and it\u2019s going to, we\u2019re going to leapfrog this category because we\u2019re, we\u2019re genius and we know where everything\u2019s going and we, and we\u2019re going to just build this new thing that everything, everyone\u2019s going to want and, you know, ultimately it was it worked.<\/p>\n
Somewhat failed launch, but had we done this kind of concept testing where instead of going and putting all these engineering resources and, and go in deep and like building it and then going and selling it, like Why don\u2019t we build wireframes, build like basic functionality to like three versions of what we think this category could look like and then go and bring those to, to customers and be like, which, which one would you want?<\/p>\n
How much would you pay for each? Um, that would have certainly saved us a lot of,<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah, you\u2019re not the one. I think we all do it. I\u2019ve, I\u2019ve, I\u2019ve done it. Like it\u2019s, it\u2019s, yeah, we, you know, we move into tech and then it\u2019s, it\u2019s as though we just think we\u2019re in some other place. Like, it\u2019s like, Oh, all the rules of basic like business practice or basic marketing disciplines. We don\u2019t know.<\/p>\nThey don\u2019t apply to us because we\u2019re someplace we\u2019re in some other category or some other industry. And yet, when you think about it, like it\u2019s, Most of those basic marketing disciplines and practices were based on like core consumer psychology, which again, like if you really go to, if you\u2019re a first principles person, you act first principles and you\u2019d say, well, what is the first principle I\u2019m resting on in this case?<\/p>\n
And you, you\u2019d probably do these things, but oftentimes we just get run in really fast and we skip them.<\/p>\n
Scott Barker:<\/strong>\u00a0Totally. All right. So then, you know, you successfully make this transition over to, to software and let\u2019s start at, at Adobe 10 year run, which is like, I think like 50 years in, in software land. Like it\u2019s, it\u2019s very unheard of to have a 10 year run. I think there was four promotions in there. You end up as the SVP of worldwide go to market and sales for the media business.<\/p>\nUm, paint the picture, like how many people were on your team at that time? Um, was that where that big 7 billion number, uh, was? Um,<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah.<\/p>\nScott Barker:<\/strong>\u00a0picture of that time period a little bit for me.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah. Um, well it was, uh, it was a time period when software was going through a lot of change where we were going from perpetual. Box software sold primarily through distributors to, um, a cloud based, um, subscription model. So that was a, that was a pretty significant transition. Um, that allowed us to get access to a lot more end users and customers.<\/p>\nUm, it allowed us to improve the product more rapidly, um, and give customers the best possible product more regularly. So that was a huge win. Lower entry point. Like it, it was inexpensive to like, uh, pay per month. And that was, I think a lot of customers really appreciated that. Um, yeah, it was, it was a pretty exciting time to be.<\/p>\n
Um, with a lot of really smart people, um, thinking of go, you know, clever, modern go to market methodologies. So it was, yeah, I mean, I, I look back on it and, um, no doubt, like certainly a highlight of my career. The product itself, the go to market, the innovation, and maybe most importantly, the people, like, like the people that I got to work with there are like, were just fantastic.<\/p>\n
And it\u2019s interesting. I was at a dinner recently with a friend who was there at the same time. And he and I were listing out the number of C level officers who are in different companies around the industry, who all were at Adobe at about the same time. And, uh, I remember when I was young in my career, people used to talk about how Procter Gamble did a good job of creating executives.<\/p>\n
And many executives came out of Procter Gamble and went on to run companies. And, you know, for a period of time, people thought about, um, General Electric. GE used to be the place where that happened. And I know we don\u2019t, you know, I don\u2019t know that people talk about that now. Like, oh, a lot of executives come from a certain place or it\u2019s a good training ground.<\/p>\n
Scott Barker:<\/strong> Mafia, the infamous, uh, PayPal<\/p>\nRob Giglio:<\/strong> I mean that\u2019s a group of very, very successful leaders well beyond what I\u2019m describing. But, um, yeah, I look around and it was a really great time to be there and it was a lot of really great people and it still has some really great people, but it, it just sort of flourished.<\/p>\nA lot of great leaders came out of there at that time.<\/p>\n
Scott Barker:<\/strong>\u00a0that. I feel like that, so that time period was kind of when I was starting my career in this transition to the cloud. And I look back at that time. It was a really cool time to be scaling a business and in a sales or marketing function because<\/p>\nRob Giglio:<\/strong>\u00a0Totally.<\/p>\nScott Barker:<\/strong> Selling true digital transformation. Like it wasn\u2019t, Hey, here\u2019s like an incremental improvement here and we\u2019re going to make your efficiency a little bit better here.<\/p>\nAnd you were saying, Hey, take my hand, Mr. Customer. And we\u2019re going to go on a journey that is actually going to transform almost your entire business. And like the. The respect, the honor and like the, how that felt, um, it was much more than just being a sales and marketer. And, um, it was a cool time period.<\/p>\n
And, and I also think we\u2019re about to go into another one of those eras with,<\/p>\n
Rob Giglio:<\/strong>\u00a0You\u2019re<\/p>\nScott Barker:<\/strong>\u00a0know<\/p>\nRob Giglio:<\/strong>\u00a0right.<\/p>\nScott Barker:<\/strong> Probably even a bigger fundamental shift than, than the move to the cloud and mobile and even. Arguably the advent of the internet. And think we\u2019re going to, we\u2019re getting back there where we\u2019re now going to be trusted advisors to bring our customers into this new, new age, which is, is pretty cool.<\/p>\nSo beyond the, the network\u00a0 at Adobe and. You know, these people that you\u2019ve been able to grow your career alongside, uh, what would you say the biggest learnings in that time period were, and, and maybe I\u2019ll frame it because I think we are going back to digital transformation. Like, what did you learn when you were talking to someone?<\/p>\n
About the cloud. And they\u2019re like, that sounds terrifying. And, you know, we\u2019ve got these security risks and like, there\u2019s just no way. And like, that\u2019s happening again now with AI.<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah,<\/p>\nScott Barker:<\/strong>\u00a0what did you kind of learn about how to, to sell transformation rather than just software?<\/p>\nRob Giglio:<\/strong> I think, and I\u2019m not sure I\u2019m going to be able to articulate it really well, so I feel a bit at a loss, uh, but let me try. I think in that period, um, it was a re grounding in how important it is to think about the customer journey, like what a customer has to go through from one, one starting place to another.<\/p>\nAnd when you think about doing transformation, and in particular, if you think about transforming a customer experience. You have to really focus on the customer or you can\u2019t create a journey and you can\u2019t, you know, evolve and experience. And so that was like a, it was like a great reminder of, it\u2019s about individuals and people as opposed to like businesses.<\/p>\n
Like a business doesn\u2019t follow a customer journey. An individual follows a customer journey, and maybe the business might transform in ways that look like a journey, but they don\u2019t do it in the same way that a buyer would do it. And, uh, and I think, like, for me, that was like a big part of what was going on in that decade or so, was thinking about customer journeys and orchestrating them and making them as efficient and easy as possible, making decisions, like, more transparent.<\/p>\n
For buyers, um, and certainly like Adobe, when we were talking to customers, we were trying to help them with digital transformation and the tools that were available that we were selling were helping our end customers create journeys for their own customers. And so we had to be really good at it ourselves.<\/p>\n
Otherwise we just couldn\u2019t be believable. So that was great. That tested us. Um, yeah, I mean, again, I don\u2019t feel like I articulated that super well, but that\u2019s, that was what was going on in that time period.<\/p>\n
Scott Barker:<\/strong>\u00a0I think you articulated it, it very well. Um, and I, yeah, it\u2019s about that time that, yeah, it forced you to think about the individual. Cause a lot of the conversations were like, it was like almost fear based. People were like, well, we\u2019ve always done stuff on prem. You know, there\u2019s all this security. Like my job could be on the line.<\/p>\nIf I bring in this cloud, like C suite doesn\u2019t want this cloud thing. I think that we need it. I think it\u2019s the future. But like, I need you to with me as we, as we go. Cause there just felt like there was a lot of fear, um, you have to, you have to map out and make sure that they\u2019re feeling heard and, um, those are all valid,<\/p>\n
Rob Giglio:<\/strong>\u00a0Well, maybe a, maybe another good learning in that, um, in that era was that it were, it was the businesses that decided to, to like try it and to like embrace change. That really prospered. Um, and the ones that were more reticent and apprehensive to change and like, don\u2019t break my model, like really fell behind.<\/p>\nAnd so the ones that were willing to be bold were like massively advantaged. And so I think the same thing, like, like if you look at AI now, like companies are out there testing and learning and trying, being bold will definitely like on the other side of this curve. look back and realize that they were advantaged by the change, um, period.<\/p>\n
Scott Barker:<\/strong>\u00a0Absolutely. Yeah. And articulating that to your customers. I think in this age, it would be a perfect example now to, to point to that and look at all of the, the people that. Digitally transformed quicker and embrace the cloud quicker. They dominated whatever category or market they were in and they did in a quick, a quick way and same will happen with with AI.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah.<\/p>\nScott Barker:<\/strong>\u00a0Okay, so you have this this great run. I imagine it was It was tough to make the decision in 2022 to move over to, to DocuSign. Um, you know, incredible company, they were going through incredible growth. Um, but yeah, what made you decide to do that, that jump? And maybe, uh, again, paint the picture a little bit at DocuSign of like, revenue range or team size, whatever you can<\/p>\nRob Giglio:<\/strong> I think maybe the thing that made me most comfortable and like kind of the, the inflection point was I had a fantastic team at Adobe, like really like amazing team. Uh, and the leaders that I had working for me, We\u2019re really ready for the next thing. And so at some level I was kind of in their way. And so I felt like I personally felt very comfortable leaving, knowing that the company was in really good hands with really great leaders. Um, and that is absolutely played out. That\u2019s like, you know, some of them are still there leading big parts of Adobe\u2019s business. Um, some of them have left and they\u2019ve gone on to really big roles outside of Adobe.<\/p>\nAnd so I think, you know, that it\u2019s always weird to leave, like it\u2019s hard to leave places. Um, but sometimes it\u2019s just time. Like sometimes it\u2019s just like. You need another challenge. That\u2019s like going to test you in new ways. I was really fortunate because the CEO and the COO at DocuSign were people that I\u2019d known for a number of years.<\/p>\n
The COO was somebody that I had gone to college with and we had stayed in touch for years and I was. was excited to have a chance to work with him, um, and they wanted a CMO who would lead growth, which was really the PLG motion, and lead marketing. And so for me that was like, perfect. Like I, I love marketing, I love PLG, like those, those were the perfect roles to go in and do, and um, and there was already a really good motion in place.<\/p>\n
And so really it was about like, could I help improve it, um, as opposed to like change it. Like it didn\u2019t need a lot of change, it was, it was pretty good. In terms of scope and scale, uh, there wasn\u2019t that many people. I think like maybe, geez, I don\u2019t even know, maybe a couple hundred, three hundred, something like that. Um, it always felt like the right number. How about that? Um, and, and there we really focused on instrumenting, a digital experience because we\u2019re talking really PLG, like driving a lot of the, a lot of the volume there. And so kind of tuning the PLG motion. To optimize the experience, uh, was critical and most of it was like down funnel, it was less up funnel.<\/p>\n
It was more like, what is the onboarding process? What is the trial to paid experience look like? What is the paid to like growth experience look like? And there was a really great team leading that. In fact, the person who, um, was leading it, who came, um, from Adobe to DocuSign is still there. Leading it.<\/p>\n
He\u2019s a superstar. Uh, I don\u2019t know if I\u2019m supposed to say names, but I\u2019ll say Neil Reina. He\u2019s an amazing guy.<\/p>\n
Scott Barker:<\/strong> Some Yeah.<\/p>\nRob Giglio:<\/strong> That was great. And DocuSign wasn\u2019t a huge company. It was, I think at the time, a couple billion in revenue. Um, but a lot of customers and it, and it, I was there at the time when COVID hit and the business inflected in a huge way, you And it inflected at the low end, you know, suddenly all these online transactions were accelerating.<\/p>\nAnd that was, that was nothing that, you know, we did, we were ready for it. We were ready to catch it. But, you know, that was more of a, an impact from the external environment.<\/p>\n
Scott Barker:<\/strong> Yeah. Sometimes you get, you get lucky if you\u2019re, you\u2019re, you\u2019re in the right place at the right time. Do the work.<\/p>\nRob Giglio:<\/strong>\u00a0What\u2019s the expression? You\u2019re better to be lucky than good.<\/p>\nScott Barker:<\/strong>\u00a0Yeah, exactly.<\/p>\nRob Giglio:<\/strong>\u00a0That might be, that might be the, uh, that might be the, my tagline of my career.<\/p>\nScott Barker:<\/strong> You and me, both my friend, I think anyone who\u2019s had any sort of success in their life, if they don\u2019t attribute luck to some of it, they\u2019re, they\u2019re full of shit Um, but, so I love that first year, you know, I think the best leaders that I\u2019ve, I\u2019ve worked with and I\u2019ve kind of been coached is, you know, your job is to kind of yourself out of a role, you know, set, you make your people so good and give them enough responsibilities that eventually you look around and you\u2019re like, They don\u2019t need me anymore.<\/p>\nIt\u2019s time for the next thing. So that\u2019s a great way to end a, an incredible run. Um, okay. Uh, DocuSign. So obviously PLG since, since then has exploded and everyone\u2019s tried to more or less copy what, what DocuSign has, has done and the success that they saw. Um, do you have an example of one of these little tweaks or experiments that you ran that you\u2019re like, Oh, this is just like a small thing here that ended up Driving incredible results.<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah. Um, and I\u2019ll just say generically, this is something that, um, you know, That we worked on. Uh, and I won\u2019t give any, I don\u2019t want to like share a lot of like the stats, but I can share the like basic customer experience. And I don\u2019t think it\u2019s, again, now it\u2019s like, you look back, you got to remember, I left Adobe in 2020, basically end of 2019.<\/p>\nThat was almost five years ago. And then I left, um, I left DocuSign in 2022. That\u2019s like three years ago. So in this world. Like literally a year that goes by, everything changes. So it\u2019s like, I\u2019m sharing these stories and, you know, some of this is like what we might call in SAAS land, ancient history. So keep in mind, this is old, but I think some of the, the basic underlying, uh, premises are really poignant.<\/p>\n
And the one thing that was a massive, um, change for us was we just stopped putting things in the way of customers who were trying to complete a task. So that\u2019s the generic statement. Like, take things out of the way of people who are trying to do things. In the old days, when we were, I ran an e commerce site for William Sonoma and I ran e commerce for Gap.<\/p>\n
In the old days, we used to talk about as page views, like if you could remove the number of clicks it took to go from like intent to action in an e commerce experience, that was a win. Like it was a massive win. And that was like a way that people thought about building web experiences to try to like optimize conversion, like just take pages out. You got to remember also in like 1999 and 2000, pages took a long time to render. So if you had people clicking through pages, it was not just like troublesome, it was slow. And so you just like philosophically remove them. But that same basic premise played out in, at Adobe, at DocuSign and HubSpot, plays out at Canva.<\/p>\n
But there was an experience where we started looking at what things we were asking customers to share with us before we just let them complete the task they wanted. And in most cases, it was like a customer coming in and wanting to send a document for a signature. And the amount of hurdles we put in front of customers for them to go from, I want to send a document for signature to I\u2019ve just sent it was mind blowing, like mind blowing.<\/p>\n
It was like so many steps, so many fields to enter. Uh, we would send them a, like basically a, like a, a factor authentication process. We\u2019d send them through CAPTCHA. Like, it was like, we made it impossible and that\u2019s not a great user experience. And so that was like, what, like. To answer your question, that was probably one of the most profound.<\/p>\n
The other thing we noticed, and this is on the other side of it, the other thing we noticed is if you wanted to stop your subscription with DocuSign, for instance, it was literally a single click of a button. Now, I think you might argue like, well, that\u2019s a good customer experience. Maybe it is, or maybe it\u2019s not.<\/p>\n
I think what we weren\u2019t doing is we were letting people just sort of cancel a subscription and go away really quickly, but we weren\u2019t really reminding them Like what that entailed, like, Oh, we\u2019re actually, if you just cancel this. We\u2019re going to like potentially lose access to some of your documents. And, you know, you\u2019ve already set up like this whole signing experience and now that\u2019s going to go away.<\/p>\n
And so like, maybe there\u2019s something else you might want to do, but you might want to like downgrade. Maybe you don\u2019t want to be on the like most expensive version. You want to go to a lower price version. And, and I think that like sort of two tails of like, it\u2019s impossible to get in and it\u2019s easy to get out.<\/p>\n
Um, a really smart intern, like looked at that experience for us at one time and was like, I find this really bizarre how hard it is to, to do the first action and how easy it is to do the last action and this intern who was very young and like had a very clear mind pointed it out to us and we were like, Oh, great point.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah.<\/p>\nRob Giglio:<\/strong>\u00a0So anyway, there, that\u2019s a lesson<\/p>\nScott Barker:<\/strong>\u00a0Yeah. I mean, and that\u2019s super, just an actionable exercise that you can do almost every quarter is just like walk through. your self serve flow and see if there is any barriers that you can remove, you<\/p>\nRob Giglio:<\/strong>\u00a0Big time.<\/p>\nScott Barker:<\/strong>\u00a0Technology with, you know, all these different things you can do now.<\/p>\nUm, can we make it more frictionless? And I think that the second, like, of course you want to be able to easily, subscriptions and things, but there is a limit when there\u2019s value, especially something so valuable like DocuSign. I think if, If I went to cancel my DocuSign subscription and they just popped up and said, like, Hey, do you have your mortgage agreement saved anywhere else?<\/p>\n
I\u2019d be like, oh<\/p>\n
Rob Giglio:<\/strong>\u00a0Right. Bingo.<\/p>\nScott Barker:<\/strong>\u00a0Probably a lot of documents that I just<\/p>\nRob Giglio:<\/strong>\u00a0Bingo.<\/p>\nScott Barker:<\/strong> Is going to have. Let\u2019s keep this live a bit.<\/p>\nRob Giglio:<\/strong>\u00a0You got it. You got it. I mean, again, it\u2019s sort of like in a podcast, you can ask this question and I can give you the answer. And like on the one end, you can be like, Whoa, that\u2019s super insightful. And the other, it\u2019s like, no shit, like, it\u2019s like some of this stuff is so basic, but I think oftentimes, not unlike some of the stuff we were talking about in consumer packaged goods, we just sometimes all forget about the basic.<\/p>\nScott Barker:<\/strong>\u00a0Totally. I think I listen to podcasts just to remind myself of things. It\u2019s kind of like, we\u2019re not, you\u2019re not gonna, this isn\u2019t Elon Musk or people, you know,<\/p>\nRob Giglio:<\/strong> Yeah.<\/p>\nScott Barker:<\/strong> Future of the world. But like, I think we\u2019re so caught up in our, our day to day. We\u2019ve got a number, we\u2019ve got our KPIs to hit, we\u2019re hiring people.<\/p>\nAnd, sometimes just these reframing and hearing other stories are like, ah, right. We should do that exercise.<\/p>\n
Rob Giglio:<\/strong>\u00a0I agree with you. That\u2019s what I like best about a lot of these kinds of podcasts yours in particular It\u2019s just good grounding. It\u2019s a good grounding on like, oh, yeah<\/p>\nIt\u2019s the basics. yeah, good<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah. I have a, a tattoo that says just a series of remembering, and I think life and business is just that, you know, you learn these things in life and then you forget them and then you, life teaches you them again. And same with business, uh, sometimes that, uh, you just need to remember. Okay.<\/p>\nAnd then, so then you have the run and then you move over to HubSpot in 2022. I don\u2019t know the exact metrics, but like from all and I know basics, like HubSpot was exploding during, you know, 2022 and as you join, I still think they are, I think they\u2019re doing such a fantastic job.<\/p>\n
Rob Giglio:<\/strong>\u00a0Yep.<\/p>\nScott Barker:<\/strong> Product wise, go to market, like, I\u2019ve just been really impressed with HubSpot over the last, you know, call it five years.<\/p>\nUm, Is there anything during that HubSpot period you would do differently or something you, you, your team got wrong?<\/p>\n
Rob Giglio:<\/strong>\u00a0So I came on board and, um, we\u2019re all remote. Everything is remote. Just, it was pretty close after COVID, like, we might have still been wearing masks on planes. I don\u2019t remember, but it was something, some crazy, something like that.<\/p>\nAnd, uh, and it was a really big team. It was like 5, 000 people. It\u2019s a really big organization. Um, early on, I, I don\u2019t think I was like, Communicating is directly to both my leadership team and then the team underneath them about, like details of where we were going. In my mind, I knew where we were evolving to, and it was an evolution, not some big revolution.<\/p>\n
It was a kind of steady improvement around managing the customer experience better. My leaders and I would talk about the transformation we were making and they were on board, but I don\u2019t think I did a good job of like sort of sharing the vision, uh, deep enough in the organization. And so I think for a period of time, we just kept doing things the way we had always done them.<\/p>\n
And that\u2019s like as a leader in this environment where people aren\u2019t all in the office and you\u2019re not walking around constantly telling your story and like bringing people along on the journey. It\u2019s easy to forget that if I\u2019m not talking to somebody or they\u2019re not seeing me on zoom, they might not know, like, where are we going?<\/p>\n
What\u2019s the, like, what\u2019s the vision here? How are we going to evolve things? And we were in the process of going through pretty big evolution in the sales organization in particular around focusing on inputs and less, less focusing on outputs. And so we were focusing on like great, uh, deal creation. And we were focusing on like, how to progress deals effectively.<\/p>\n
And then we were focusing on how do you close deals at really high rates? And yeah, certainly we cared about ARR and orders, but instead of obsessing just on like a one big pipeline number and one big closed one number, we pulled back and said, well, what does it take for each salesperson to be incredibly successful?<\/p>\n
Well, it takes great creation. You better build a great pipeline. You better progress that pipeline pretty effectively, and then you better close it. And the same thing was true over on the customer success side. Like it wasn\u2019t just about like how many, uh, quarter of the business reviews you had with customers post purchase.<\/p>\n
That\u2019s like almost like an output metric. It was like, well, what are you doing to understand how those customers are moving through their journey and engage with those customers along the way? Those are more inputs and, and less outputs. And like, I can describe it to you here and now, but I don\u2019t think early on I, I did nearly enough to like share that deeply in the organization about the transformation we were making.<\/p>\n
And so it happened, but it probably took longer than it should have.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah. I resonate with that for sure. I think it\u2019s can be one of the hardest things. As a leader to like get the vision that feels so clear in your own head and, and push that out, you know, on a daily or weekly basis to the team, especially when you\u2019re talking about thousands and thousands of people, um, that are working, working remote.<\/p>\nUm, that was one of the reasons like, you know, we\u2019re, we\u2019re a tiny team of six and I was like, we need an office. I, I need, because like, if I\u2019m. I\u2019m in my home office and sometimes I feel detached from reality. Sometimes I feel detached from that vision. If I feel that and I live, eat and breathe, and this is, this fund is my baby.<\/p>\n
And it\u2019s all I think about and eat, sleep and breathe. Like other people are feeling detached that way too. And like, just by being, and it doesn\u2019t mean you have to always be in office, but that was the shortcut, at least for us. Cause we\u2019re a small team and we have the luxury of doing it. getting people together, like made everything feel real.<\/p>\n
And that vision was like how people carry themselves and hearing Paul or Sophie on their calls. And you it\u2019s, it\u2019s much easier. I don\u2019t know.\u00a0<\/p>\n
Rob Giglio:<\/strong>\u00a0yeah, I agree. I mean how often do we see on LinkedIn? Somebody goes to an event in person and like some part of their caption is something about it was great to be with people again I am energized by the interaction like it\u2019s just human nature Like it\u2019s it\u2019s like it is what it is and I\u2019m not doesn\u2019t I\u2019m not advocating for return to work kind of stuff That\u2019s not that\u2019s not what I\u2019m saying.<\/p>\nBut what I\u2019m saying is the in person experience is a way better to communicate. It\u2019s easy, easier to communicate vision, easier to communicate strategy, and you, you do it repeatedly. That was sort of, I think that was probably, um, historically maybe one of my strengths. Like I would walk around the office and, and just meet with people and teams and I would stay on message and talk about where we were going and what we were doing.<\/p>\n
And it just allowed me to keep the team more focused. And I\u2019ve had to learn new ways to do that digitally. I don\u2019t think I\u2019m nearly as good digitally as I was in person.<\/p>\n
Scott Barker:<\/strong> Anyone\u2019s as good.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah.<\/p>\nScott Barker:<\/strong>\u00a0It\u2019s, it\u2019s one of those things that I\u2019m not. I\u2019m more in the in office camp than I ever have been. Um, and, but not to say everyone has to get an office, especially at a company the size of, you know, HubSpot or Canva. It just doesn\u2019t make sense.<\/p>\nBut I think there is times and periods whether you\u2019re just starting. you have a really audacious, huge goal, or there\u2019s a huge shift like AI, where I think you need to be very intentional with bringing people together. Because again, it\u2019s about whether it\u2019s a huge revenue goal, or it\u2019s a huge you\u2019re trying to accomplish, or a shift that shared vision becomes even more and more important.<\/p>\n
So getting people together can be at least a<\/p>\n
Rob Giglio:<\/strong>\u00a0Well, I\u2019ll give you a good example. Um, we have, our, our headquarters is in Sydney for, for Canva and we have, um, offices there that are like alive. They are like vibrant. And I go down there, um, and I leave so excited about the work I\u2019m doing and the product and like my coworkers, like in ways that like, I can\u2019t remember in my career feeling that way.<\/p>\nUm, and it\u2019s, I think largely because. Everybody\u2019s together and excited about what we\u2019re doing. The same thing is true. We have an office in London and we have an office in Austin. And when I go to those offices, we have these teams, we call them, we call them vibe teams. And it\u2019s like a mix of human resources meets facilities meets, uh, I don\u2019t even know, enablement, it\u2019s like these sort of combo roles.<\/p>\n
And these vibe teams are creating like the most exciting work environment and like getting people jacked up about working for Canva and I go to these places and I leave like I go to London. I was there a couple weeks ago and I was in Austin about a month ago. I leave like super enthusiastic. And when I sit in my home office that you see in the background, I don\u2019t end my day nearly as enthusiastic.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah, it\u2019s, I, I love that. I like the idea of a vibe team. That\u2019s, that\u2019s pretty, pretty<\/p>\ncool.<\/p>\n
Rob Giglio:<\/strong> Maybe you\u2019ll have our chief people officer on sometime. She\u2019s doing some super innovative stuff.<\/p>\nScott Barker:<\/strong> I\u2019d love that. We\u2019ll make it happen. All right. I got a couple more questions for you. Uh, but thanks for taking the time, man. This has been<\/p>\nRob Giglio:<\/strong> Of course. Yeah, that\u2019s fun. I feel like I\u2019ve meandered around, so sorry for that.<\/p>\nScott Barker:<\/strong> This is the place for meandering. This is perfect, but I want to go to a listener question and these last couple, we can kind of just and bang them through.<\/p>\nThis is from a founder, early stage founder. Question is what is the biggest mistake you see people making in B2B marketing?<\/p>\n
Rob Giglio:<\/strong>\u00a0Calling it B2B marketing.<\/p>\nScott Barker:<\/strong>\u00a0There you go.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah,<\/p>\nScott Barker:<\/strong>Love how quick that was. And<\/p>\nRob Giglio:<\/strong> Yeah.<\/p>\nWell, I mean, like what is B2B marketing really? Like, what is it? Like, what even is that? Like, I mean, if you broke it down, I\u2019m being a bit of a smart ass here. So I apologize to whoever asked that question, but like, like you, you don\u2019t invite a business to come to your event.<\/p>\n
Like B2B marketing is oftentimes events, right? We do event marketing, experiential marketing. That\u2019s your classic B2B. Uh, like you\u2019re not inviting the entire company to come to your event. You\u2019re inviting individuals to come to your event. Here\u2019s another one. Uh, like one of the most, one of the hallmarks of B2B marketing is something called ABM, account based marketing. But like, are you really marketing to the account? Or are you marketing to people in the account? It\u2019s brutal. I like, I, I like, I am a B2B marketer myself, but it\u2019s like, I mean, I\u2019m embarrassed to say that I\u2019m a B2B marketer because it\u2019s not a thing. Like you\u2019re, we, we market to, we market to people. People are the ones who can like process information.<\/p>\n
Soon we may be marketing to AI. Like I think they\u2019re like, that\u2019s coming, but that\u2019s really like information transfer. We\u2019re going to be doing information transfer to AI, not marketing to AI. Okay.<\/p>\n
Scott Barker:<\/strong>\u00a0That rabbit hole.<\/p>\nRob Giglio:<\/strong>\u00a0That\u2019s spicy.<\/p>\nScott Barker:<\/strong>\u00a0Opened a door. We can\u2019t go down. Uh, maybe another podcast, but. I\u2019ve been thinking a lot about that, of even how we build products. Soon we\u2019ll be building products for agents. We\u2019re going to be marketing to agents. We\u2019re going to be.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah. Yeah. Yeah.<\/p>\nScott Barker:<\/strong> But I like that. Just remember that it, you\u2019re marketing to a human. Get<\/p>\nRob Giglio:<\/strong>\u00a0Yeah.<\/p>\nScott Barker:<\/strong>\u00a0Get fun.<\/p>\nRob Giglio:<\/strong>\u00a0Yeah,<\/p>\nScott Barker:<\/strong>\u00a0That\u2019s, that\u2019s the way to do it. Um, uh, all right. Final two questions. I keep these intentionally vague. Take them whichever way you want them. Um, what is one widely held belief that revenue leaders still believe to be true?<\/p>\nThat you think is bullshit or no longer serving us.<\/p>\n
Rob Giglio:<\/strong>\u00a0sizzle over substance. I am, I am not a fan of sizzle over substance. uh, substance wins every time. It might not win quick, but it will win the most. And so, uh, a really splashy, cool campaign, uh, dropped at the Super Bowl might last a couple months, but it\u2019s not going to sustain you if there\u2019s not substance. And what I mean by substance is like the product value has to resonate for the user. Uh, and the message has to address pain points and needs and the value proposition has to be clear and easy to understand. And so that for revenue leaders, like substance really matters. Here\u2019s another one. Um, if you\u2019re a revenue leader, you might be a CRO.<\/p>\nAnd I think sometimes CROs, like, get lost in the, like, have a lot of sales reps, do a lot of stuff, have a lot of calls, send a lot of emails, pound people with outreach. No offense to the outreach, but outreach. And I mean, outreach in the generic sense, not the<\/p>\n
brand. Um, but like substance is going to work.<\/p>\n
Like if your customer has a pain that you can solve, if you can clearly articulate that, the solution, you\u2019re going to get the, you\u2019re going to get the window is going to open, the door is going to open and you can have a conversation and you can begin discussing like how your product can deliver impact.<\/p>\n
So, so the thing that I think is bullshit is sizzle over substance. Most people don\u2019t call it sizzle. Like they, they, no one\u2019s willing to admit that they\u2019re doing sizzle, but it is definitely sizzle.<\/p>\n
Scott Barker:<\/strong>\u00a0Yeah. I like it. What I\u2019m almost hearing there is like the, the, so the sizzle is, yeah, you spend all your time, you know, on this beautiful, creative campaign. And you think that alone is going to be enough. Or you spend all this time doing a perfect sales process and you get this customer over the line that\u2019s maybe not even a perfect customer for you.<\/p>\nAnd you\u2019re forgetting that. You know, your job as a revenue leader is so far beyond just pipeline creation and, and getting to that close one. You have to be in line with product. You have to be in line with, you know, the entire customer journey, removing that friction. Like that is the,<\/p>\n
Rob Giglio:<\/strong>\u00a0Yeah. Maybe. Okay.<\/p>\nScott Barker:<\/strong>\u00a0Sexy part.<\/p>\n