Measuring Visibility When Rankings Disappear [Webinar] via @sejournal, @hethr_campbell

Learn How to Track What Really Matters in AI Search

Tools like ChatGPT, Perplexity, and Google’s AI Mode no longer deliver ranked results; they deliver answers. So what happens when traditional SEO metrics no longer apply?

Join AJ Ghergich, Global VP of AI and Consulting Services at Botify, and Frank Vitovitch, VP of Solutions Consulting at Botify, for a live webinar that reveals how to measure visibility in the new search era.

What You’ll Learn

Why Attend

This session will help you move beyond outdated ranking metrics and build smarter frameworks for measuring performance in AI search. You’ll walk away with a clear, data-driven approach to visibility that keeps your team ahead of change.

Register now to learn how to track success in AI search with confidence and clarity.

🛑 Can’t make it live? Register anyway and we’ll send you the on-demand recording.

How to Turn Every Campaign Into Lasting SEO Authority [Webinar] via @sejournal, @hethr_campbell

Capture Links, Mentions, and Citations That Make a Difference

Backlinks alone no longer move the authority needle. Brand mentions are just as critical for visibility, recognition, and long-term SEO success. Are your campaigns capturing both?

Join Michael Johnson, CEO of Resolve, for a webinar where he shares a replicable campaign framework that aligns media outreach, SEO impact, and brand visibility, helping your campaigns become long-term assets.

What You’ll Learn

  • The Resolve Campaign Framework: Step-by-step approach to ideating, creating, and pitching SEO-focused digital PR campaigns.
  • The Dual Outcome Strategy: How to design campaigns that earn both high-quality backlinks and brand mentions from top-tier media.
  • Real Campaign Case Studies: Examples of campaigns that created a compounding effect of links, mentions, and brand recognition.
  • Techniques for Measuring Success: How to evaluate the SEO and branding impact of your campaigns.

Why You Can’t Miss This Webinar

Successful SEO campaigns today capture authority on multiple fronts. This session provides actionable strategies for engineering campaigns that work hand in hand with SEO, GEO, and AEO to grow your brand.

📌 Register now to learn how to design campaigns that earn visibility, links, and citations.

🛑 Can’t attend live? Register anyway, and we’ll send you the recording so you don’t miss out.

Holiday Email Deliverability: 4 Expert Tips To Reach More Inboxes

This post was sponsored by Campaign Monitor. The opinions expressed in this article are the sponsor’s own.

Does it seem like fewer emails are getting delivered?

Are bounce rates and spam numbers too high for your liking?

Your well-crafted campaigns are at risk.

They are at risk of missing the mark if deliverability isn’t a priority.

Why Are My Email Delivery Scores So Low?

Black Friday, Cyber Monday, and year-end sales push email volume to record highs, prompting mailbox providers (MBPs) like Gmail and Yahoo to tighten spam filters and raise the bar for acceptable sending practices.

How Can I Ensure Marketing Emails Reach Inboxes?

To help your emails reach subscribers when it matters most, our email deliverability experts outline four practical tips for safeguarding inbox placement, without sounding “salesy” or relying on quick fixes.

1. Understand & Strengthen Deliverability For Better Results

What Is Email Deliverability?

Email deliverability refers to whether your message actually reaches the recipient’s inbox.

What Determines Email Deliverability?

Each time an email is sent, the email passes through two critical stages.

Stage 1: Delivery.

  1. Your email is sent to an MBP (e.g., Gmail, Outlook).
  2. It is either accepted or rejected.

Rejections can be hard bounces (invalid addresses) or soft bounces (temporary issues like a full mailbox).

Stage 2: Inbox placement.

Once accepted, MBPs decide whether to:

  1. Place your email in the inbox.
  2. Route it to promotions.
  3. Filter it as spam.

What Causes Marketing Emails To Be Marked As Spam?

The judgment to flag an email as spam depends on:

During peak season, email volume can double or triple, especially around Black Friday/Cyber Monday.

MBPs must guard against spammers, so legitimate senders face stricter scrutiny.

Understanding these mechanics helps marketers avoid being mistaken for unwanted senders and improves inbox placement.

For a deeper dive into how email deliverability works, check out this full guide.

2. Build & Maintain a Strong Sender Reputation

Mailbox providers rely on sender reputation to separate trusted messages from spam.

What Is Sender Reputation?

Two factors determine sender reputation:

  • Audience Engagement. High open and click rates send positive signals. MBPs also track how long recipients read messages, whether they add you to contacts, or delete without opening.
  • List Quality. Permission and relevance are critical. New holiday sign-ups should go through a compliant opt-in process, supported by a welcoming automation that sets expectations.

How Do I Get A Better Sender Reputation?

To keep your reputation strong:

  • Re-engage inactive subscribers early, well before the holiday surge.
  • Remove dormant contacts if they stay unresponsive.
  • Honor unsubscribe requests promptly.

Maintaining this “good standing” ensures your campaigns consistently reach the inbox.

For practical steps, explore best practices for building healthy lists: https://www.campaignmonitor.com/resources/guides/building-an-email-list/

3. Don’t Over-Spice Your Email Program

It’s tempting to send more emails to more people as the holidays approach.

However, sudden changes can trigger spam filters.

MBPs closely monitor sending patterns, and abrupt spikes can undo months of good reputation.

Do:

  • Keep your cadence steady and test any new segments early.
  • Maintain clear, bot-protected signup forms and offer preference options so users can “opt down” rather than unsubscribe entirely.

Don’t:

  • Send to old or inactive lists, or change your sending domain in Q4.
  • Ignore warning signs like falling open rates or rising complaints.

For guidance on email frequency and audience expectations, see Campaign Monitor’s insights on email engagement: https://www.campaignmonitor.com/resources/guides/email-engagement/

4. Monitor Key Metrics Like a Hawk

Even seasoned marketers may see deliverability metrics fluctuate during the holidays. Careful monitoring helps catch issues before they escalate:

  • Bounce rates: Hard bounces above 2% call for immediate action.
  • Complaint rates: Aim for 0.1% or lower to avoid spam folder placement.
  • Opt-out rates: A sudden rise means your frequency or content may need adjustment.
  • Open rates by domain: Consistency across Gmail, Yahoo, and others indicates healthy inbox placement.
  • Reputation signals: Tools like Gmail Postmaster reveal if your domain is being flagged.

Remember that mailbox providers increasingly use AI and machine learning to evaluate sender behavior and content quality. Authentic engagement is key. To learn more about measuring success, visit Campaign Monitor’s email marketing benchmarks: https://www.campaignmonitor.com/resources/guides/email-marketing-benchmarks/

How To Use These Tips To Create High-Deliverability Holiday Email Campaigns

Landing in the inbox is a privilege, not a guarantee, so always be sure to:

  1. Secure explicit opt-in and send only wanted content.
  2. Keep your sender reputation strong with healthy engagement and clean lists.
  3. Avoid sudden changes in cadence or audience.
  4. Watch key metrics and adapt quickly when anomalies appear.

These steps help marketers navigate heavy holiday email traffic while maintaining trust and engagement with subscribers.

Campaign Monitor’s tools can further support these efforts by simplifying list management, automating welcome journeys, and providing detailed reporting, without overcomplicating your workflow.

By combining smart strategy with careful monitoring, you’ll set the stage for a successful holiday season where every email has the best chance to shine in the inbox.


Image Credits

Featured Image: Image by Campaign Monitor. Used with permission.

How Leaders Are Using AI Search to Drive Growth [Webinar] via @sejournal, @hethr_campbell

Turn Data Into an Actionable AI Search Strategy

AI search is transforming consumer behavior faster than any shift in the past 20 years. Many teams are chasing visibility, but few understand what the data actually means for their business or how to act on it.

Join Mark Traphagen, VP of Product Marketing and Training at seoClarity, and Tania German, VP of Marketing at seoClarity, for a live webinar designed for SEOs, digital leaders, and executives. You’ll learn how to interpret AI search data and apply it to your strategy to drive real business results.

What You’ll Learn

  • Why consumer discovery is changing so rapidly.
  • How visibility drives revenue with Instant Checkout in ChatGPT.
  • What Google’s AI Overviews and AI Mode mean for your brand’s presence.
  • Tactics to improve mentions, citations, and visibility on AI search engines.

Why Attend

This webinar gives you the clarity and measurement framework needed to confidently answer, “What’s our AI search strategy?” Walk away with a playbook you can use to lead your organization through the AI search shift successfully.

Register now to secure your seat and get a clear, data-backed framework for AI search strategy.

🛑 Can’t attend live? Register anyway, and we’ll send the full recording.

Moving Beyond E-E-A-T: Branding, Survival And The State Of SEO

Branding has never been more important. Online audiences continue to yearn for connection, and a strong brand identity can bridge the gap.

Katie Morton, Editor-in-Chief of Search Engine Journal, sits down with Mordy Oberstein, Founder of Unify Brand Marketing, to discuss why authenticity in branding and online content matters more than ever. They also discuss the need for genuine cross-functional collaboration.

For marketers rethinking how brand identity fits into their strategies, you may find this conversation insightful. It’s filled with practical tips and takeaways from the State of SEO: How to Survive report.

Watch the video or read the full transcript below.

Editor’s note: The following transcript has been edited for clarity, brevity, and adherence to our editorial guidelines.

Katie Morton: Hey, everybody. It’s Katie Morton, Editor-in-Chief of Search Engine Journal, and I’m sitting down today with Mordy Oberstein. Mordy, go ahead and introduce yourself.

Mordy Oberstein: I’m Mordy. I’m the founder of Unify Brand Marketing. I work on brand development, fractional marketing, and marketing strategy. But my main focus is brand development and how to integrate that into your actual marketing activities and your actual strategy.

Katie: Which is just becoming so crucial these days, especially with all of the changes we’ve seen over the last few years. Branding: I don’t want to say it’s everything, but it’s definitely up there.

Mordy: Quite the topic in the performance space, suddenly.

Katie: Yeah, I’m going to say more than ever, really.

Mordy: Which is kind of what we’re here to talk about.

Katie: We are also going to talk about branding within the scope of the State of SEO overall.

Branding And The State Of SEO

Katie: Every year, Search Engine Journal puts out a survey about the state of SEO. We ask questions to try and get our finger on the pulse of what people are doing. This year, we did a SWOT analysis: strengths, weaknesses, opportunities, and threats,  to see how everybody’s doing and how they’re dealing with it.

The subtitle of this year’s ebook is How to Survive. And I would say, arguably, branding is one of those keys to survival.

Mordy: Yeah. And it keeps popping up. It came up in the survey a bunch of times. One of the questions was, “What are your most improved outcomes?” and 34.8% of people surveyed said brand visibility increased.

They were able to increase their brand visibility in search engines. And you can see it’s become way more of a focus.

One of the comments you pulled was from John Shehata, who’s brilliant. And his quote was: “Double down on experience. It’s the first E in E-E-A-T.”

For those unfamiliar, E-E-A-T stands for experience, expertise, authoritativeness, and trustworthiness, which are part of Google’s quality rater guidelines. And what John said that really resonated with me was: “Authenticity builds trust, both with users and AI systems.”

That got me thinking about this whole brand conversation. Because you keep hearing brand, brand, brand. You see it in the survey results, John’s talking about it here. But my question is: how do you do that? How do you actually build authenticity?

I agree with John a million percent – you need authenticity. And people are clearly seeing the value in brand all of a sudden, which is great. Super happy about it.

For performance marketers, though, it’s definitely a different way of thinking, a different way of operating. And one of the things SEOs especially need to be conscious of, and maybe push through, is the old verbiage.

Verbiage is a real thing. Carolyn Shelby actually wrote an article on SEJ about this whole SEO vs. GEO and the “words matter” thing. And there were so many stats in the survey about E-E-A-T and building E-E-A-T.

Part of the problem is thinking about it as “E-E-A-T.” Because that’s the context of SEO, the context of trying to deal with an algorithm. But when you’re trying to build authenticity, that’s not really the context you’re working in.

Building real authenticity does translate into building search equity with algorithms. I don’t think they’re different things. But authenticity itself comes from knowing yourself, being in touch with your brand identity, having a very focused brand identity, and having one that’s actually true to yourself.

I was talking to, I think it was a client, maybe a potential client, and I said, “You know, you could do X, you could do Y. Y is not who you are and it won’t work no matter no matter how hard you want to work so do X because X is much more in line with who you are. ”

Authenticity Beyond Acronyms

Mordy: Having the ability to understand who you are and make authentic decisions from there builds authenticity.

So if you’re stuck using old acronyms, thinking about it from an algorithm point of view and not from an actual who are we, how do we showcase ourselves, how do we transmit value to our audience, and you can’t get beyond the acronyms, I think you’re going to have a little bit of a hard time.

Katie: Yeah, Mordy and I were talking about this offline, this concept of the human element, as opposed to the framing SEOs used to go for.

And we’d really like to move the vocabulary forward and away from E-E-A-T. As Mordy said, it’s very algorithm-focused, and that in itself is kind of inauthentic. It’s machine-focused instead of looking at human morals and values, and what makes us human, and what makes us appeal to one another.

And in a previous episode, we talked about those emotional connections: who you really are, and who you’re most gifted to serve. As opposed to just trying to build this concept of E-E-A-T that’s based on these rater guidelines.

Mordy: Sounds like R-A-I-D-E-R. Rater. It’s interesting because that’s what, if you want to put it in marketing terms, we’re really talking about: your ability to resonate.

And you can only resonate when you’re actually your authentic self. Imagine you went out there and did something that wasn’t really in line with who you are. People would pick up on that. It wouldn’t actually resonate.

So to create authenticity, you have to be authentic. And in order to be authentic, you have to know, well, who the heck are we, so that we can actually be ourselves, right?

It sounds easy, but it’s very complicated. Because there are a lot of mitigating factors that come in. You try to pigeonhole things. You want to get your messaging super catchy. There are a lot of things that make it complicated.

But at its core, if you look at it at a micro level, it’s not complicated.

Where it gets complicated is another statistic I wanted to address, your eighth question in the survey. That one was about structural changes within the organization.

And one of the replies was: cross-functional collaboration increased. Thirty-seven point seven percent of respondents said, “We started to focus on cross-functional operations.”

Which is, yay. Yes. Because leaving SEO aside, LLMs, visibility, rankings, performance, etc., that’s just how your organization should function in a healthy way. It’s good, inherently, for your organization to move forward.

But from an SEO/LLM point of view, if you’re not synced up, if you’re siloed, that’s a problem. Coming from a background in enterprise, where everything is very siloed, I can tell you: if you’re siloed, you can’t be consistent.

You can have one team writing one set of content, the LLM picking it up, and another team writing a different set of content, positioning the brand differently.

This is what I really want to get into. Often, teams don’t understand the same brand the same way.

Katie: And yeah, that creates this fractured, disjointed presentation out there in the world. It makes it harder for people to understand what you’re about.

Why Vision And Meaning Matter

Mordy: Those are for people, and in turn, it makes it harder for algorithms, LLMs, and all the machines.

If you’re telling me one thing, and then I ask somebody else on your team about you and they give me a different answer – well, I’m confused. Color me confused. And that’s because it is confusing.

And it happens a lot. More often than you would think. And the reason why it happens, I want to diagnose it, ninety-nine point nine, nine, nine, nine, nine percent of the time, the reason this happens is there’s a lack of confidence and actual vision coming down from up top.

That definition or vision of who we are, what we want to do, who we’re serving, why we’re doing it, what we’re trying to achieve, and why that’s meaningful, that has to be clear.

Because if you’re just telling your team internally, ‘We want to hit this KPI, we need seventy-five percent growth, and we need to achieve X metric,’ that doesn’t get people bought in.

What gets people bought in is knowing you’re trying to do something meaningful. You’re a cohesive group of people, individuals coming together in an organization, working toward one set thing.

People aren’t machines. They need something meaningful to attach to, just like your audience needs something meaningful in order to perceive you, connect with you, and resonate with you.

Fast-Moving SEO & The Need For Real Communication

So, the people who work for you? They’re your audience, too. And if you don’t have something clear, distinct, and meaningful that they can grab onto, you end up fractured situation. One team understands it one way. The head of marketing, another way. The head of social media, another way. The head of SEO, another way. And then, without realizing it, you’re completely siloed.

I think it’s one of the things I’d really like to see more of. I’m glad the survey touched on it, but I’d like to see more conversation around un-siloing your marketing teams. I don’t think that internal comms conversation is happening enough yet. And we need it.

Katie: Absolutely. And I’ll also say another landmine in all of this is how fast everything moves these days.

For example, before we got on here, we were talking about certain points that come up in SEO. Things change so quickly. If something’s untested, different people can have different ideas or opinions about how it works.

So it’s not always just a top-down failure of leadership. Sometimes it’s simply that things are moving so fast. One team thinks one thing, another team thinks another, and they both put out mixed messages before anyone has even realized there’s a disconnect.

SEO and marketing can be as much art as science. Sometimes you need testing to bear things out over time. But in the interim, it’s like the Wild West of opinions. It’s hard to rein that in.

And it’s hard not to put out absolutes before something has been proven one way or another. And even then, it can change.

Mordy: What’s true for one website or brand might not be true for another, depending on their context.

So yeah, it’s hard now. Because you’re right. You hear different things from different places on the outside, you try to assimilate, and one team might latch onto one piece of advice while another acts on something else.

And then you end up with this idea of communication, but really it’s not. Teams say we have a monthly sync; our social team meets with the blog team to have a monthly sync…that’s not actually communicating. I know it feels like it is, but you need something a little bit different than that.

Katie: Yeah, I would say the real fluidity of communication between teams, whether that’s Slack or, you know, some people, [I’m] not a fan of the daily standup, but sometimes that can be helpful depending on the situation.

Mordy: By the way, it’s okay to get onto a daily standup and say, “I’ve got nothing new today.” That’s fine. “Okay, see you tomorrow.”

Katie: Right, right.

Mordy: That’s actually a valuable use of your time.

Final Thoughts

Katie: Yeah. It can be tough at Search Engine Journal, we’re very global. We have people across nearly every time zone. So a daily standup would be nearly impossible to accommodate. But we’re all on Slack all day, every day, and night. So the communication never stops.

Anyway, people need to figure out what works best for their team. But it’s definitely key these days, moving forward in SEO, and how to survive.

Mordy: Oh, and by the way, check out all the stats. I only picked those two, but there are tons more in there. So if you’re wondering, “Is that it?” No, there are a lot more. Those were just the two I harped on.

Katie: So, go to searchenginejournal.com/state-of-seo and you’ll see our latest ebook: State of SEO: How to Survive. Go ahead and click, sign up, and grab that.

And Mordy, what would you like to plug today?

Mordy: unifybrandmarketing.com.

Katie: Yes, book a consult with Mordy.

Alright. Thank you so much for sitting down with me today, Mordy. Always a pleasure.

Mordy: Yeah.

Katie: And we’ll catch you all next time. Bye.

Mordy: Bye.

More Resources:


Featured Image: Paulo Bobita/Search Engine Journal

How To Measure Brand Marketing Efforts (And Prove Their ROI) via @sejournal, @AlliBerry3

Brand marketing is often the silent driver behind successful digital campaigns.

People are far more likely to read, watch, click, and ultimately buy from a brand they already know and trust. That’s why doing the harder, slower work of building a strong brand pays dividends when it comes to performance marketing efforts like SEO and PPC. We know this intuitively.

But proving the impact of brand marketing is much harder. Unlike SEO rankings or PPC conversions, brand-building results are not always immediately visible, which is why these efforts often get under-credited – or worse, neglected altogether – in favor of easier-to-measure tactics. This is a mistake.

Why Brand Marketing Matters More Than Ever

The irony is that large-scale studies repeatedly show brand-related factors at the forefront of digital visibility.

Semrush’s 2025 ranking factor study found that authority, traffic, and backlink signals – closely tied to brand strength – are still among the most important correlating factors for high search rankings.

Similarly, as AI Overviews and large language model (LLM)-powered search expand, brand strength is proving to be the key to visibility. In its 2025 study, Ahrefs found that branded mentions, branded anchors, and branded search volume are the top three factors correlated with AI Overview presence.

All of these point to one conclusion: Brand marketing is increasingly the engine that drives both human trust and algorithmic preference.

The challenge, however, is demonstrating its impact in a way that stakeholders can understand and value. That’s why it’s critical to learn how to measure your brand marketing efforts using both qualitative and quantitative metrics, tied back to clear key performance indicators (KPIs).

The Situation For Digital Marketing Leaders

Consider the role of an in-house SEO director. Your KPIs might look like this:

  • Grow organic traffic by 25% year-over-year.
  • Increase lead generation downloads by 40%.
  • Drive 20% more sales from organic.

But with Google’s AI Overviews cutting click-through rates by more than 34% and users increasingly turning to LLMs for top-of-funnel research, traditional SEO tactics alone won’t get you there.

Instead, your future success depends on brand strength. Stronger brand signals lead to better visibility in AI-driven search results, higher trust with customers, and greater resilience in an evolving digital landscape. That means, even as an SEO professional, your path forward relies on executing and measuring brand marketing strategy effectively – and proving its business impact.

The good news is that as an SEO professional, you’ve likely already got quite a bit of the data you need. It may just require you to repackage some of your efforts. It may also require you to collaborate more with your fellow digital marketers, particularly those in PR, social media, and PPC, to show brand visibility growth more holistically.

Tying Metrics To The Sales Funnel

When it comes to your brand marketing, there are really four categories of efforts:

  • Awareness.
  • Consideration.
  • Conversion.
  • Loyalty & Advocacy.

Ultimately, you are looking to increase your brand strength in every area of the funnel.

You want more people to hear of your brand, which then drives them to search for it to learn more about it.

More brand familiarity and trust should then ultimately lead to more conversions.

And the more customers and followers of the brand you have, the more you would expect to see an increase in loyalty and advocacy.

All of your brand marketing tracking should tie back to one of those four categories. Therefore, the next sections of this article are broken down by stage of the funnel.

Brand Awareness Metrics

Brand awareness metrics help you measure whether your brand is becoming more recognizable in the right contexts. At the top level, awareness is measured by reach and visibility signals: metrics like impressions, social mentions, and share of voice across channels.

On the digital side, you can monitor branded search impressions and clicks in Google Search Console, track direct traffic growth in Google Analytics 4, and use SEO tools like Semrush or Ahrefs to compare your brand’s share of voice against competitors.

These metrics reveal whether people are actively seeking you out and whether brand exposure is translating into traffic.

Equally important are perception-based metrics, which capture how audiences actually recall and recognize your brand.

Brand lift studies and recall surveys ask consumers whether your brand comes to mind within your category – both aided (i.e., Have you heard of [brand]?) and unaided (i.e., What brands come to mind for [category]?). These are especially powerful after large brand campaigns, such as a national TV spot or a major podcast sponsorship, to see if awareness efforts are resonating with the right audience.

Key Awareness Metrics

Metric Tool Examples Frequency
Branded search impressions & clicks Google Search Console Monthly
Branded search volume Google Trends, Semrush, Ahrefs Quarterly
Direct website traffic Google Analytics 4, Adobe Analytics Monthly
Media mentions/external links Semrush, Ahrefs Monthly
Social mentions/share of voice Sprout, Semrush Monthly
Brand recall survey SurveyMonkey, Qualtrics Per campaign
Brand lift study Google Ads Per campaign

It is important that you’re measuring both the quantitative signals of awareness (search, traffic, mentions) and the qualitative signals (surveys, brand lift). Together, these provide a complete picture of how visible and memorable your brand really is.

Consideration Metrics

While awareness tells you whether people recognize your brand, consideration metrics show whether they are actively evaluating your brand as a viable option. This stage of the funnel is all about engagement and intent. We’re looking at signals that potential customers are digging deeper, comparing you against competitors, and gathering the information they need to make a decision.

On your website, key metrics include pages per session, time spent on product or service pages, and return visits to your site, which often indicate research and deeper evaluation. Growth in traffic to product-related pages and increases in branded product queries (i.e., “Brand X running shoes”) are also strong signals that awareness is moving into intent.

Beyond on-site behavior, content downloads such as case studies, whitepapers, or product comparison guides show that audiences are engaging with assets that help them evaluate their choices.

Similarly, a rise in third-party product reviews or mentions on industry forums and social media reflects growing consideration and social proof that others are weighing your brand seriously in the buying process.

Key Consideration Metrics

Metric Tool Examples Recommended Frequency
Pages per session & time on product pages Google Analytics 4, Adobe Analytics Monthly
Traffic growth on product/service pages GA4, Adobe Analytics Monthly
Branded product-related search volume, impressions, and clicks Google Search Console, Semrush, Ahrefs Monthly
Return visits/repeat sessions GA4, Adobe Analytics Monthly
Gated content downloads (case studies, whitepapers, comparisons) GA4 or a third-party like HubSpot Monthly
Product mentions on forums/social media Sprout, Semrush Monthly

By tracking both behavioral signals on your owned channels (site engagement, return visits, content downloads) and external validation (third-party mentions), you build a clear picture of whether your brand is moving beyond recognition and into active consideration.

Conversion Metrics

Conversion metrics show how effectively brand strength translates into tangible business outcomes. At this stage, the focus shifts from evaluation to action.

We’re looking at whether people are requesting demos, signing up for free trials, or making purchases. Strong branding makes these conversions more likely by building the trust and credibility necessary to reduce friction at the decision point.

On your website, look for form fills, demo requests, trial sign-ups, and completed transactions as clear indicators of conversion. Tracking conversion rates from branded search campaigns in Google Ads or measuring pipeline influenced by brand-related traffic in your customer relationship management (CRM) also provides valuable insight.

Additionally, monitoring add-to-cart and checkout completions in GA4 can highlight how often brand equity is driving purchase intent to completion.

Key Conversion Metrics

Metric Tool Examples Recommended Frequency
Add-to-cart & completed transactions GA4, Adobe Analytics Monthly
Demo requests/trial sign-ups CRM Monthly
“Contact us” or lead generation form fills GA4 or CRM Monthly
Conversion rates from branded PPC Google Ads, Microsoft Ads Monthly

Loyalty And Advocacy Metrics

Loyalty and advocacy metrics reveal whether brand strength translates into long-term customer relationships. At this stage, the goal is not just to retain customers but to turn them into advocates who actively promote your brand.

Strong loyalty reduces churn, increases lifetime value, and builds a customer base that supports sustainable growth.

Key metrics here include customer retention rates, repeat purchase behavior, and customer lifetime value (CLV), which quantify how effectively you’re keeping customers over time.

Net Promoter Score (NPS) and customer satisfaction surveys capture how likely customers are to recommend your brand. Monitoring referrals, user-generated content, and social sharing also provides qualitative proof of advocacy.

Review platforms and communities can be another strong signal. Growth in positive product reviews or customers organically defending your brand in forums shows that loyalty has translated into advocacy.

Key Loyalty & Advocacy Metrics

Metric Tool Examples Recommended Frequency
Customer retention rate/churn CRM Quarterly
Customer lifetime value (CLV) CRM Quarterly
Net Promoter Score (NPS) SurveyMonkey, Qualtrics Bi-Annually
Referrals & word-of-mouth Referral programs, HubSpot, GA4 Monthly
Positive review growth & advocacy Google Business Profile, Yelp, Reddit Monthly
User-generated content & social sharing Sprout Social, Hootsuite, Brandwatch Monthly

Turning Metrics Into A Compelling Data Story For Stakeholders

The real value of measuring brand marketing comes not just from tracking the right metrics, but from connecting them into a story that stakeholders can understand.

By aligning awareness, consideration, conversion, and loyalty metrics to the sales funnel, you create a framework that shows how brand-building efforts impact the entire customer journey.

A brand dashboard is one of the most effective tools for communicating this story. Tools like Looker Studio or Power BI will allow you to consolidate signals from multiple sources to present a holistic view of brand health.

Rather than overwhelming leadership with granular reports from different platforms, you’re providing them with a clear line of sight from brand activity to revenue impact. It can look something like: Google Search Console for branded queries, GA4 for site engagement, CRM data for conversions, and social listening tools for sentiment and share of voice.

When sharing results, keep in mind that executives often care less about the technical details and more about the outcomes. Frame your reporting around KPIs tied to growth:

  • Did brand awareness lift lead to more traffic and higher-quality leads?
  • Did stronger consideration metrics translate into more demo requests or trial sign-ups?
  • Did higher loyalty scores reduce churn or drive referrals?

By mapping brand marketing metrics to outcomes stakeholders already value – pipeline growth, revenue impact, and customer retention – you position branding not as a “soft” investment, but as a measurable driver of business performance.

More Resources:


Featured Image: Master1305/Shutterstock

How To Leverage AI To Modernize B2B Go-To-Market via @sejournal, @alexanderkesler

In a post “growth-at-all-costs” era, B2B go-to-market (GTM) teams face a dual mandate: operate with greater efficiency while driving measurable business outcomes.

Many organizations see AI as the definitive means of achieving this efficiency.

The reality is that AI is no longer a speculative investment. It has emerged as a strategic enabler to unify data, align siloed teams, and adapt to complex buyer behaviors in real time.

According to an SAP study, 48% of executives use generative AI tools daily, while 15% use AI multiple times per day.

The opportunity for modern Go-to-Market (GTM) leaders is not just to accelerate legacy tactics with AI, but to reimagine the architecture of their GTM strategy altogether.

This shift represents an inflection point. AI has the potential to power seamless and adaptive GTM systems: measurable, scalable, and deeply aligned with buyer needs.

In this article, I will share a practical framework to modernize B2B GTM using AI, from aligning internal teams and architecting modular workflows to measuring what truly drives revenue.

The Role Of AI In Modern GTM Strategies

For GTM leaders and practitioners, AI represents an opportunity to achieve efficiency without compromising performance.

Many organizations leverage new technology to automate repetitive, time-intensive tasks, such as prospect scoring and routing, sales forecasting, content personalization, and account prioritization.

But its true impact lies in transforming how GTM systems operate: consolidating data, coordinating actions, extracting insights, and enabling intelligent engagement across every stage of the buyer’s journey.

Where previous technologies offered automation, AI introduces sophisticated real-time orchestration.

Rather than layering AI onto existing workflows, AI can be used to enable previously unscalable capabilities such as:

  • Surfacing and aligning intent signals from disconnected platforms.
  • Predicting buyer stage and engagement timing.
  • Providing full pipeline visibility across sales, marketing, client success, and operations.
  • Standardizing inputs across teams and systems.
  • Enabling cross-functional collaboration in real time.
  • Forecasting potential revenue from campaigns.

With AI-powered data orchestration, GTM teams can align on what matters, act faster, and deliver more revenue with fewer resources.

AI is not merely an efficiency lever. It is a path to capabilities that were previously out of reach.

Framework: Building An AI-Native GTM Engine

Creating a modern GTM engine powered by AI demands a re-architecture of how teams align, how data is managed, and how decisions are executed at every level.

Below is a five-part framework that explains how to centralize data, build modular workflows, and train your model:

1. Develop Centralized, Clean Data

AI performance is only as strong as the data it receives. Yet, in many organizations, data lives in disconnected silos.

Centralizing structured, validated, and accessible data across all departments at your organization is foundational.

AI needs clean, labeled, and timely inputs to make precise micro-decisions. These decisions, when chained together, power reliable macro-actions such as intelligent routing, content sequencing, and revenue forecasting.

In short, better data enables smarter orchestration and more consistent outcomes.

Luckily, AI can be used to break down these silos across marketing, sales, client success, and operations by leveraging a customer data platform (CDP), which integrates data from your customer relationship management (CRM), marketing automation (MAP), and customer success (CS) platforms.

The steps are as follows:

  • Appoint a data steward who owns data hygiene and access policies.
  • Select a CDP that pulls records from your CRM, MAP, and other tools with client data.
  • Configure deduplication and enrichment routines, and tag fields consistently.
  • Establish a shared, organization-wide dashboard so every team works from the same definitions.

Recommended starting point: Schedule a workshop with operations, analytics, and IT to map current data sources and choose one system of record for account identifiers.

2. Build An AI-Native Operating Model

Instead of layering AI onto legacy systems, organizations will be better suited to architect their GTM strategies from the ground up to be AI-native.

This requires designing adaptive workflows that rely on machine input and positioning AI as the operating core, not just a support layer.

AI can deliver the most value when it unifies previously fragmented processes.

Rather than simply accelerating isolated tasks like prospect scoring or email generation, AI should orchestrate entire GTM motions, seamlessly adapting messaging, channels, and timing based on buyer intent and journey stage.

Achieving this transformation demands new roles within the GTM organization, such as AI strategists, workflow architects, and data stewards.

In other words, experts focused on building and maintaining intelligent systems rather than executing manual processes.

AI-enabled GTM is not about automation alone; it’s about synchronization, intelligence, and scalability at every touchpoint.

Once you have committed to building an AI-native GTM model, the next step is to implement it through modular, data-driven workflows.

Recommended starting point: Assemble a cross-functional strike team and map one buyer journey end-to-end, highlighting every manual hand-off that could be streamlined by AI.

3. Break Down GTM Into Modular AI Workflows

A major reason AI initiatives fail is when organizations do too much at once. This is why large, monolithic projects often stall.

Success comes from deconstructing large GTM tasks into a series of focused, modular AI workflows.

Each workflow should perform a specific, deterministic task, such as:

  • Assessing prospect quality on certain clear, predefined inputs.
  • Prioritizing outreach.
  • Forecasting revenue contribution.

If we take the first workflow, which assesses prospect quality, this would entail integrating or implementing a lead scoring AI tool with your model and then feeding in data such as website activity, engagement, and CRM data. You can then instruct your model to automatically route top-scoring prospects to sales representatives, for example.

Similarly, for your forecasting workflow, connect forecasting tools to your model and train it on historical win/loss data, pipeline stages, and buyer activity logs.

To sum up:

  • Integrate only the data required.
  • Define clear success criteria.
  • Establish a feedback loop that compares model output with real outcomes.
  • Once the first workflow proves reliable, replicate the pattern for additional use cases.

When AI is trained on historical data with clearly defined criteria, its decisions become predictable, explainable, and scalable.

Recommended starting point: Draft a simple flow diagram with seven or fewer steps, identify one automation platform to orchestrate them, and assign service-level targets for speed and accuracy.

4. Continuously Test And Train AI Models

An AI-powered GTM engine is not static. It must be monitored, tested, and retrained continuously.

As markets, products, and buyer behaviors shift, these changing realities affect the accuracy and efficiency of your model.

Plus, according to OpenAI itself, one of the latest iterations of its large language model (LLM) can hallucinate up to 48% of the time, emphasizing the importance of embedding rigorous validation processes, first-party data inputs, and ongoing human oversight to safeguard decision-making and maintain trust in predictive outputs.

Maintaining AI model efficiency requires three steps:

  1. Set clear validation checkpoints and build feedback loops that surface errors or inefficiencies.
  2. Establish thresholds for when AI should hand off to human teams and ensure that every automated decision is verified. Ongoing iteration is key to performance and trust.
  3. Set a regular cadence for evaluation. At a minimum, conduct performance audits monthly and retrain models quarterly based on new data or shifting GTM priorities.

During these maintenance cycles, use the following criteria to test the AI model:

  • Ensure accuracy: Regularly validate AI outputs against real-world outcomes to confirm predictions are reliable.
  • Maintain relevance: Continuously update models with fresh data to reflect changes in buyer behavior, market trends, and messaging strategies
  • Optimize for efficiency: Monitor key performance indicators (KPIs) like time-to-action, conversion rates, and resource utilization to ensure AI is driving measurable gains.
  • Prioritize explainability: Choose models and workflows that offer transparent decision logic so GTM teams can interpret results, trust outputs, and make manual adjustments as needed.

By combining cadence, accountability, and testing rigor, you create an AI engine for GTM that not only scales but improves continuously.

Recommended starting point: Put a recurring calendar invite on the books titled “AI Model Health Review” and attach an agenda covering validation metrics and required updates.

5. Focus On Outcomes, Not Features

Success is not defined by AI adoption, but by outcomes.

Benchmark AI performance against real business metrics such as:

  • Pipeline velocity.
  • Conversion rates.
  • Client acquisition cost (CAC).
  • Marketing-influenced revenue.

Focus on use cases that unlock new insights, streamline decision-making, or drive action that was previously impossible.

When a workflow stops improving its target metric, refine or retire it.

Recommended starting point: Demonstrate value to stakeholders in the AI model by exhibiting its impact on pipeline opportunity or revenue generation.

Common Pitfalls To Avoid

1. Over-Reliance On Vanity Metrics

Too often, GTM teams focus AI efforts on optimizing for surface-level KPIs, like marketing qualified lead (MQL) volume or click-through rates, without tying them to revenue outcomes.

AI that increases prospect quantity without improving prospect quality only accelerates inefficiency.

The true test of value is pipeline contribution: Is AI helping to identify, engage, and convert buying groups that close and drive revenue? If not, it is time to rethink how you measure its efficiency.

2. Treating AI As A Tool, Not A Transformation

Many teams introduce AI as a plug-in to existing workflows rather than as a catalyst for reinventing them. This results in fragmented implementations that underdeliver and confuse stakeholders.

AI is not just another tool in the tech stack or a silver bullet. It is a strategic enabler that requires changes in roles, processes, and even how success is defined.

Organizations that treat AI as a transformation initiative will gain exponential advantages over those who treat it as a checkbox.

A recommended approach for testing workflows is to build a lightweight AI system with APIs to connect fragmented systems without needing complicated development.

3. Ignoring Internal Alignment

AI cannot solve misalignment; it amplifies it.

When sales, marketing, and operations are not working from the same data, definitions, or goals, AI will surface inconsistencies rather than fix them.

A successful AI-driven GTM engine depends on tight internal alignment. This includes unified data sources, shared KPIs, and collaborative workflows.

Without this foundation, AI can easily become another point of friction rather than a force multiplier.

A Framework For The C-Level

AI is redefining what high-performance GTM leadership looks like.

For C-level executives, the mandate is clear: Lead with a vision that embraces transformation, executes with precision, and measures what drives value.

Below is a framework grounded in the core pillars modern GTM leaders must uphold:

Vision: Shift From Transactional Tactics To Value-Centric Growth

The future of GTM belongs to those who see beyond prospect quotas and focus on building lasting value across the entire buyer journey.

When narratives resonate with how decisions are really made (complex, collaborative, and cautious), they unlock deeper engagement.

GTM teams thrive when positioned as strategic allies. The power of AI lies not in volume, but in relevance: enhancing personalization, strengthening trust, and earning buyer attention.

This is a moment to lean into meaningful progress, not just for pipeline, but for the people behind every buying decision.

Execution: Invest In Buyer Intelligence, Not Just Outreach Volume

AI makes it easier than ever to scale outreach, but quantity alone no longer wins.

Today’s B2B buyers are defensive, independent, and value-driven.

Leadership teams that prioritize technology and strategic market imperative will enable their organizations to better understand buying signals, account context, and journey stage.

This intelligence-driven execution ensures resources are spent on the right accounts, at the right time, with the right message.

Measurement: Focus On Impact Metrics

Surface-level metrics no longer tell the full story.

Modern GTM demands a deeper, outcome-based lens – one that tracks what truly moves the business, such as pipeline velocity, deal conversion, CAC efficiency, and the impact of marketing across the entire revenue journey.

But the real promise of AI is meaningful connection. When early intent signals are tied to late-stage outcomes, GTM leaders gain the clarity to steer strategy with precision.

Executive dashboards should reflect the full funnel because that is where real growth and real accountability live.

Enablement: Equip Teams With Tools, Training, And Clarity

Transformation does not succeed without people. Leaders must ensure their teams are not only equipped with AI-powered tools but also trained to use them effectively.

Equally important is clarity around strategy, data definitions, and success criteria.

AI will not replace talent, but it will dramatically increase the gap between enabled teams and everyone else.

Key Takeaways

  • Redefine success metrics: Move beyond vanity KPIs like MQLs and focus on impact metrics: pipeline velocity, deal conversion, and CAC efficiency.
  • Build AI-native workflows: Treat AI as a foundational layer in your GTM architecture, not a bolt-on feature to existing processes.
  • Align around the buyer: Use AI to unify siloed data and teams, delivering synchronized, context-rich engagement throughout the buyer journey.
  • Lead with purposeful change: C-level executives must shift from transactional growth to value-led transformation by investing in buyer intelligence, team enablement, and outcome-driven execution.

More Resources:


Featured Image: BestForBest/Shutterstock

Why CMOs Should Rethink ROAS As A North Star Metric via @sejournal, @brookeosmundson

If you lead a marketing team, chances are you’ve had this conversation:

“How are the campaigns doing?”

“Well, our ROAS is 4:1.”

The room breathes a collective sigh of relief. The good news: the marketing budget is justified (for the time being).

But here’s the problem: that number might not actually tell you anything useful.

Return on ad spend (ROAS) has long been the go-to metric for measuring paid media performance. It’s clean. It’s easy to calculate.

And let’s be honest: It looks great in a boardroom slide deck. But, that simplicity can be deceiving.

When CMOs use ROAS as the end-all be-all, it can create a warped view of what’s actually driving meaningful growth.

It often rewards short-term wins, punishes necessary investment periods, and misaligns internal and agency teams chasing vanity benchmarks instead of business results.

This article isn’t a hit piece on ROAS. It’s a reality check on meaningful key performance indicators (KPIs). ROAS can be useful, but it’s not your North Star.

And if you’re serious about long-term revenue growth, customer lifetime value, and competitive market share, it’s time to rethink what success really looks like.

Why ROAS Isn’t Always What It Seems

On paper, ROAS is straightforward: revenue divided by ad spend. Spend $10,000 and generate $40,000 in sales, and you’ve got a 4:1 ROAS.

But, under the hood, it’s not so simple.

Here are a few reasons why ROAS can often mislead:

  • It favors existing customers. Your branded campaigns and remarketing lists usually show sky-high ROAS, but they’re mostly capturing people already in your funnel. That’s not growth; it’s in maintenance mode.
  • It ignores profit margins. A $40 cost-per-acquisition (CPA) might look great in one product line and catastrophic in another. ROAS doesn’t account for your cost of goods, fulfillment, or operational costs.
  • It limits (actual) growth. If your only goal is to “hit ROAS,” you’ll throttle spend on upper-funnel or exploratory campaigns that could fuel future revenue.
  • It can be gamed. Agencies and internal teams might optimize for ROAS simply because that’s the KPI they’re judged on, even if it means saying no to high-potential but lower-efficiency campaigns.

And perhaps most importantly, ROAS often ignores timing.

You might lose money on day 1, break even by day 14, and profit significantly by day 90. But ROAS, by default, only tells you what happened in the reporting window you chose.

That’s not a North Star. That’s a snapshot in time.

ROAS Is Still Useful, If You Know When & How To Use It

Let’s be clear: ROAS isn’t bad to report on. It just needs additional context.

There are plenty of scenarios where ROAS is helpful:

  • Comparing performance between campaigns, channels, and platforms.
  • Evaluating high-volume SKU efficiency in ecommerce.
  • Reporting on short-term promotional campaigns.
  • Reviewing the efficiency of remarketing or loyalty campaigns.

The key is to treat ROAS like a diagnostic tool, not a destination. It’s one piece of the story, not the whole narrative.

When CMOs and marketing leaders make ROAS the only metric that matters, they end up over-indexing on campaigns that drive immediate revenue, often at the cost of sustainable growth.

What Should Be Your North Star Metric?

If it’s not ROAS, then what should it be?

The truth is, your North Star depends on your business model and goals. Here are a few KPI candidates that typically give a better long-term signal of paid media health.

1. Customer Lifetime Value (CLV) To CAC Ratio

This is arguably the best lens through which to evaluate your investment. If you’re acquiring customers who buy once and never return, you’ll never scale profitably.

Tracking your customer acquisition cost (CAC) against lifetime value forces you to think beyond the first purchase.

Why does this ratio matter?

CLV:CAC shows whether you’re building a sustainable business model. A healthy ratio is often around 3:1 or better, depending on your margins.

An example of how to use this metric is to look at campaign-level CAC and model projected CLV by channel or audience.

If you’re seeing CLV gains over time from specific campaigns, that’s a strong sign of durable growth.

2. Incremental Revenue

Not all revenue is created equal. Incrementality helps you understand what your paid media efforts are truly adding, not just capturing right now.

Why does this metric matter?

Paid campaigns often get credit for conversions that might have happened anyway. Branded search is a classic example. Measuring incrementality filters out that noise.

Some examples of how to use this metric include:

  • Set up geo-holdout tests.
  • Use audience exclusions.
  • Google and Meta’s Incrementality Testing tools.

Incrementality is not always easy to measure, but it brings clarity to where your dollars are actually making a difference.

3. Payback Period

This metric measures how long it takes for a campaign or customer to break even.

Why does this metric matter as a potential North Star?

Not every investment has to pay off instantly. But, leadership should be aligned on how long you’re willing to wait before seeing a return on investment (ROI). That transparency allows you to fund top-of-funnel efforts with more confidence.

To use this metric in practice, try tagging customer cohorts by acquisition source or campaign. Then, track how long it takes to recoup their acquisition cost through future purchases or subscription value.

4. New Customer Revenue Growth

Instead of optimizing for cheapest clicks or best ROAS, try optimizing for the growth of your new customer base.

Why does this metric matter?

It keeps your marketing focused on expanding market share, not just retargeting people who are already in your orbit.

To use this metric, start segmenting campaigns by new and returning users. You can use customer relationship management (CRM) or post-purchase tagging to see how many new users are coming in from each campaign.

The Real Problem: Misalignment Between Leadership And Execution

One of the most common breakdowns in paid media performance isn’t technical misalignment. It’s organizational misalignment.

CMOs often set ROAS goals because they’re easy to track and easy to report. But, if those goals aren’t communicated with nuance to the teams or agencies executing the campaigns, the output becomes distorted.

Here’s how this usually plays out:

  • A marketing leader tells the agency or in-house team they need a 5:1 ROAS to justify the budget.
  • The team optimizes for what’s most efficient: branded search, bottom-of-funnel retargeting, and low-risk campaigns.
  • Top-of-funnel campaigns get throttled, experimental audiences never see the light of day, and new customer growth stalls.
  • Eventually, performance plateaus. And leadership is left wondering why they’re not seeing growth, despite “great” ROAS.

This is why setting the right KPIs, and clearly communicating their intent, is not optional. It’s essential to have each team, from ideation to execution, on the same page towards the right goals.

Rethinking Your KPI Framework: What Does “Good” Look Like?

Once you move away from ROAS as your main performance indicator, the natural next question is: What do we track instead?

It’s not about throwing out the metrics you’ve used for years. You need to put them in the right order and context.

A well-thought-out KPI framework helps everyone, from your C-suite to your campaign managers, stay aligned on what you’re optimizing for and why.

Think Of KPIs As Layers, Not Silos

Not all metrics serve the same purpose. Some help guide day-to-day decisions. Others reflect long-term strategic impact. The problem starts when we treat every metric as equally important or try to roll them into one number.

ROAS might help optimize a remarketing campaign. But it tells you very little about whether your brand is growing, reaching new audiences, or acquiring customers that actually stick.

That’s why the best KPI frameworks break metrics out into three categories:

1. Short-Term KPIs: Optimization & Efficiency

These are the metrics your media buyers use every day to adjust bids, pause underperformers, and keep spend in check.

They’re meant to be directional, not definitive.

Examples include:

  • ROAS (by campaign or platform).
  • Cost per acquisition (CPA).
  • Click-through rate (CTR).
  • Conversion rate.
  • Impression share.

These KPIs are most useful for weekly or even daily reporting. But, they should never be the only numbers presented in a quarterly business review. They help you stay efficient, but they don’t reflect bigger outcomes.

If these metrics are the only thing being reported or discussed, your team may fall into a cycle of only optimizing what’s already working. This leads to missing opportunities to test, expand, or learn.

2. Mid-Term KPIs: Growth Momentum

These metrics show whether your marketing is actually building toward something. They’re tied to broader business goals but can still be influenced in the current quarter or campaign cycle.

Examples include:

  • Payback period (days to recoup CAC).
  • New customer revenue.
  • Net-new customer acquisition.
  • Micro conversions (demo requests, app installs, newsletter signups, etc.).

Mid-term KPIs are great for monthly reviews and identifying how top- or mid-funnel investments are performing. They help you evaluate whether you’re fueling growth beyond existing audiences.

Mid-term metrics can sometimes get ignored because they’re harder to track or take longer to show impact. Don’t let imperfect data stop you from establishing benchmarks and looking at trends over time.

3. Long-Term KPIs: Strategic Business Health

This is where your true North Star lives.

These KPIs take longer to measure but reflect the outcomes that matter most: customer loyalty, sustainable revenue, and profitability.

Examples include:

  • Customer lifetime value (CLV).
  • CLV to CAC ratio.
  • Churn or retention rate.
  • Repeat purchase rate.
  • Gross margin by channel.

Use these metrics to evaluate the success of your marketing investments across quarters or even years. They should influence annual planning and resource allocation.

These metrics are often siloed inside CRM or finance teams. Make sure your paid media or acquisition teams have access and visibility so they can understand their long-term impact.

A KPI Framework Doesn’t Work Without Context

Even with the right metrics in place, your team won’t succeed unless they understand how to prioritize them and what success looks like.

For example, if your team knows ROAS is important, but also understands it’s not the deciding factor for scaling budget, they’re more likely to take healthy risks and test growth-oriented campaigns.

On the other hand, if they’re unsure which KPI matters most, they’ll default to optimizing what they can control, often at the expense of progress.

You don’t need a perfect attribution model to start here. You just need a shared understanding across your team and partners.

When everyone knows which KPIs matter most at each stage of the funnel, it becomes much easier to align strategy, set goals, and evaluate performance with nuance.

What CMOs Can Do Differently Starting Tomorrow

Changing how your organization approaches paid media measurement doesn’t require a complete overhaul.

But, it does take intentional conversations and a willingness to zoom out from the usual dashboard metrics.

Here are six steps you can take to shift your team (or agency) toward a more aligned and strategic direction.

1. Audit What You’re Optimizing For

Start with a gut-check: what are your internal teams or agencies truly prioritizing day to day?

Ask them to show you not just results, but the actual goals entered in-platform. Are they optimizing for purchases, leads, or something vague like clicks? Are they using ROAS targets in Smart Bidding or manually prioritizing it in their reporting?

You might be surprised how often the tactical goals don’t match the business strategy. A quick audit of campaign objectives and KPIs can uncover a lot about where misalignment begins.

If your goal is to grow market share, but your team is focused on protecting branded search ROAS, that’s a disconnect worth addressing.

2. Reset Internal Expectations

This step often gets overlooked, but it’s a big one. CFOs tend to like ROAS because it looks like a clean efficiency ratio: spend in, revenue out.

But, they don’t always see the nuance of long sales cycles, customer value over time, or the lag between impression and conversion.

Take time to walk your finance partners through your updated KPI framework. Show them examples of campaigns that had a low short-term ROAS but brought in high-value, repeat customers over time.

When leadership understands how marketing performance compounds, they’re less likely to cut budgets based on a one-week dip in return.

This is especially helpful if you’re advocating for top-of-funnel investments that take longer to pay off.

3. Educate Your Team Or Agency

Once you’ve reset internal expectations, don’t forget to bring your team or agency into the loop.

It’s not enough to just say, “We’re no longer using ROAS as our North Star.” You have to explain what you’re prioritizing instead, and why.

That might sound like:

  • “We’re shifting to focus on acquiring net-new customers and reducing payback period.”
  • “This quarter, we’re okay with lower ROAS on prospecting campaigns if we’re growing CLV in the right audience segments.”
  • “Let’s break out CLV:CAC reporting by campaign group so we can identify what’s really delivering long-term value.”

When you frame KPIs as tools to hit bigger business goals, your team can make smarter decisions without fear of getting penalized for not hitting an arbitrary ROAS number.

4. Separate Performance Expectations By Funnel Stage

A common mistake is holding every campaign to the same performance goal.

But the truth is, a prospecting campaign will never look as efficient as a remarketing one, and that’s fine.

Give your team or agency space to evaluate performance based on where in the funnel the campaign sits. Set realistic benchmarks for awareness, engagement, or assisted conversions, and evaluate them alongside lower-funnel ROAS or CPA.

Not only does this help you spend more confidently across the full funnel, but it also encourages the kind of creative testing that often gets squeezed out when efficiency metrics dominate.

5. Invest In Stronger Data Modeling

You don’t need to have a perfect attribution system in place to start moving beyond ROAS. You do need to improve your visibility into how customers behave over time.

Work with your team to build even a basic model of customer payback and CLV across channels.

Use what you already have: Google Analytics 4, CRM exports, or even Shopify data to start segmenting users by acquisition source and repeat value.

Over time, this will help you answer key questions like:

  • Which campaigns actually bring in our best long-term customers?
  • What’s our average time to first, second, and third purchase?
  • Are we over-investing in short-term wins at the expense of lifetime value?

Even directional insights can shape much better budgeting and strategy decisions over time.

6. Lead By Example In How You Talk About Performance

As a marketing leader, the way you talk about performance will set the tone for your entire team.

If you ask, “What’s our ROAS this week?” in every meeting, your team will naturally default to chasing it, regardless of whether it reflects progress toward the bigger picture.

Instead, consider asking:

  • “Are we growing our base of high-value customers?”
  • “What are we seeing with new user acquisition?”
  • “Which campaigns have the strongest long-term value, even if short-term ROAS is lower?”

These types of questions signal that you’re interested in more than just this week’s dashboard metrics.

They give your team permission to think bigger, experiment, and optimize for actual business growth.

Stop Letting ROAS Be The Only Metric That Matters

It makes sense why ROAS gets so much attention. It’s familiar, easy to explain, and shows up nicely on a dashboard. But, when it becomes the only thing your team is aiming for, you risk missing the bigger picture.

If your real goals are growth, better margins, and stronger customer relationships, then you need to look at more than just the numbers that look good in a report.

Start by defining the KPIs that support the way your business actually operates, and make sure your team understands why those metrics matter.

This isn’t about ignoring ROAS. It’s about putting it in its proper place, which is just one part of a much larger story.

More Resources:


Featured Image: SvetaZi/Shutterstock

Demand Gen Vs. Lead Gen: What Every CMO Needs To Know via @sejournal, @brookeosmundson

In boardrooms and Slack threads alike, “demand generation” and “lead generation” are often used interchangeably, sometimes even by marketers themselves.

But for CMOs making six- and seven-figure budget decisions, lumping the two together is a costly mistake.

On the surface, both strategies aim to generate revenue. But the approach, intent, and impact of each are fundamentally different.

Understanding these differences isn’t just marketing semantics. It’s a strategic imperative.

Whether you’re scaling a SaaS company, leading an enterprise rebrand, or trying to make sense of declining pipeline velocity, the way you approach demand and lead gen can either fuel long-term growth or lock you into a hamster wheel of short-term wins.

Let’s unpack what each of these approaches actually looks like, where they work best, and how to decide which path (or combination of them) is right for your team.

What Demand Generation Really Means

Demand generation isn’t just a top-of-funnel tactic. It’s a full-funnel strategy designed to create awareness, spark interest, and ultimately build desire for your solution, oftentimes before the buyer even knows they need it.

It prioritizes visibility, trust, and education over form-fills and gated assets.

So, what isn’t demand generation?

Demand gen isn’t about chasing contact details.

It’s about shaping buying decisions before the buyer ever enters a sales process.

This strategy leans heavily on value-driven content, community building, media exposure, and delivering information that builds brand affinity over time.

Examples of some commonly used demand generation tactics include:

  • Publishing ungated thought leadership content on LinkedIn.
  • Creating category awareness through podcasts and video series.
  • Investing in brand advertising or influencer partnerships.
  • Running product demos on YouTube or TikTok with no call-to-action (CTA).

In demand generation, you’re not asking for the sale. You’re creating an environment where the sale becomes inevitable.

What Lead Generation Actually Delivers

Lead generation is all about conversions, and not in the philosophical sense.

It’s measurable, trackable, and often deeply tied to sales-qualified metrics. You offer something (a whitepaper, webinar, trial) in exchange for something (a name, email, job title).

The focus here is less on brand building and more on pipeline development. It’s tactical, efficient, and often short-term.

That doesn’t make it “bad,” but it does mean you’ll need a strong nurturing process and sales alignment to make it effective.

Common lead generation tactics include:

  • Gated content downloads (ebooks, whitepapers, checklists).
  • Paid search with conversion-focused landing pages.
  • Webinar registrations.
  • Cold outreach from purchased lists.

Opposite of demand gen tactics, lead gen tactics are a bit easier to measure. They’re also easier to misuse.

If you’re not aligning on what constitutes a “qualified lead,” you might end up with a pile of marketing qualified leads (MQLs) that sales ignores.

Key Differences Between Them That Actually Matter

While the two approaches might feel similar in campaign execution, the intent and measurement couldn’t be more different.

Element Demand Generation Lead Generation
Primary Goal Build interest & educate the market Capture contact info for nurturing & sales
Buyer Stage Early to mid-funnel Mid to late-funnel
KPIs Brand engagement, direct traffic, pipeline contribution Form fills, cost-per-lead (CPL), MQL to SQL conversion
Channel Mix Social content, podcast, YouTube, native ads Paid search, lead forms, email, retargeting
Attribution Window Long-Term (30+ days) Short-term (<30 days>

If you’re measuring demand gen with the same key performance indicators (KPIs) as lead gen, you’re setting yourself up for disappointment.

These strategies operate on different timelines and serve different roles in the buyer journey.

The Cost Of Getting It Wrong

Let’s say you’re in the B2B SaaS space, and your board wants more pipeline, fast. So, you crank up spend on paid search and run gated ebook campaigns.

You get thousands of leads … and sales team closes almost none of them.

Why?

Because those leads weren’t ready to buy. They downloaded an asset, not because they were in-market, but because they were curious. That’s not a sales-qualified lead; it’s a reader.

On the flip side, if you only focus on brand and never collect contact info or move people into a nurture stream, your pipeline may dry up altogether.

Misalignment here causes poor return on investment (ROI), frustrated sales teams, and confusion at the executive level.

And CMOs? You’re the one who gets held accountable.

Signs You Need To Shift Toward Demand Gen

If you’re stuck in the “more leads, less revenue” loop, demand gen might be the missing piece.

Watch for these tell-tale signs:

  • Sales team is constantly complaining about low-quality leads.
  • Your brand has low share of voice in your category.
  • You’re over-reliant on bottom-of-funnel paid channels.
  • Organic pipeline growth is stagnating.
  • You’re optimizing cost-per-lead (CPL) while customer acquisition cost (CAC) keeps rising.

In these cases, shifting some of your focus (and budget) toward demand gen can help you break the cycle.

It doesn’t mean you stop generating leads. It means you start warming the market, so the leads that come through are higher intent and closer to revenue.

When Lead Generation Still Makes Sense

Lead gen isn’t dead. It just needs context.

For mature markets or lower-cost products with short sales cycles, lead gen can still be incredibly efficient.

It’s also useful when:

  • You have strong sales enablement and fast lead response times.
  • Your brand is already well-known and trusted.
  • You have clear, relevant offers with direct value.
  • You’re testing new messaging or audiences with measurable KPIs.

If your team excels at lead nurturing and you’re using lead gen to support (not substitute) long-term demand creation, it can drive fast, measurable results.

Just don’t treat it as a long-term growth strategy in isolation.

Why You Shouldn’t Just Pick One

This isn’t a zero-sum game. The smartest CMOs know how to balance both.

Think of demand gen as fueling interest, and lead gen as capturing it. The two should work in tandem.

Start with demand creation: educate, build trust, and generate awareness in the market. Then, as interest builds, use lead gen strategies to convert that attention into a measurable pipeline.

If you’re only doing one, you’re either leaving money on the table or burning through it too fast.

Rethinking KPIs And Attribution

Here’s where many CMOs get tripped up: trying to measure demand generation with lead generation metrics.

Demand generation is more about contribution to the pipeline, not generating immediate conversions.

For demand gen metrics, you’ll want to take a look at:

  • Direct traffic increases.
  • Organic branded search volume.
  • Sales velocity from known accounts.
  • CRM-sourced opportunities influenced by top-of-funnel touchpoints.

Meanwhile, lead gen metrics like CPL and MQL-to-SQL rates are better used in a supplementary way, not as the only measure of success.

And let’s be honest: Attribution will never be perfect. As CMOs, don’t expect your marketing teams to attribute each effort with 100% accuracy. You’d be setting them, and yourself, up for failure in the long run.

Buyers today might see a LinkedIn post, hear a podcast, and Google your brand three weeks later. That journey doesn’t show up in a neat linear model.

So, rather than obsessing over pixel-perfect attribution, focus on momentum. Is pipeline velocity improving? Is your CAC going down over time? Are more of the right buyers coming inbound?

Those are the real signals you should be looking for to understand if your demand gen and lead gen efforts are working.

What CMOs Should Do Next

This isn’t about choosing sides on which strategy to focus on. It’s about choosing alignment on how the two will operate together.

If you’re stuck on which to prioritize, ask yourself the following questions:

  • Are we educating the market, or just capturing the existing intent?
  • Is our sales team enabled to follow up on the leads that we’re generating?
  • Do we have the patience (and buy-in) to invest in both brand and content?
  • Are we tracking the right metrics for our business, or just the easy ones?

Start there. Then, audit your current marketing mix.

You might find that 80% of your spend is on lead generation efforts, but 80% of your growth comes from demand generation channels.

Chasing short-term tactics only squeezes out who’s currently in your marketing funnel.

You need to build a system that creates both interest and intent.

Smart Growth Doesn’t Follow A Form Fill

The most effective marketing strategies don’t live behind a gate. They live in conversations, videos, buyer communities, and the minds of decision-makers before they ever hit your website.

That’s what demand gen does best: It plants the seed between prospective customers and your brand.

Lead gen has its role, but without demand gen, it’s like harvesting from a field you never watered.

For today’s CMOs, the real challenge isn’t picking one over the other. It’s learning how to weave them together into a strategy that works for your audience, your sales team, and your business goals.

Because real growth rarely starts with a form fill, but it can end with one.

More Resources:


Featured Image: ra2 studio/Shutterstock

How to Build a Brand That Truly Connects

If your brand doesn’t resonate on a deep level with your target audience, then pouring time and energy into aesthetics and clever messaging is a waste of resources.

Real brand power is based on your brand’s identity: knowing who you are as a company, and how your ideal customer experiences life in relation to your offering.

Search Engine Journal’s Editor-in-Chief Katie Morton sits down with Mordy Oberstein, founder of Unify Brand Marketing, to go deeper on how to build a brand with a solid foundation.

Watch the video or read the full transcript below.

Start With Brand Identity

Katie Morton: Hello, everybody. It is I, Katie Morton, Editor-in-Chief of Search Engine Journal, and I’m here today with Mordy Oberstein, who is the founder of Unify Brand Marketing.

So, Mordy, what are we going to talk about today?

Mordy Oberstein: Hi there, everybody. Last time we spoke about what brand marketing is fundamentally and how to approach it. Today, I’m gonna talk about how to actually develop a brand and run through that process.

We’re gonna try to be jargon-free about what brand development actually looks like and what the stages are, and how they should all flow one into the other.

Katie: That sounds great. OK, so what’s the first concept?

Brand Therapy: Don’t Fear a Niche

Mordy: OK, this is where I think brands get really messed up. If you feel like you’ve lost traction, like you don’t have direction or you’re all over the place – whatever it is – most problems come down to this issue, which is… (I’m not going to say the jargon word) but it comes down to: Who are you?

And this is where you’re doing therapy for your brand. You’re trying to figure out who you are in a real, deep way. Kind of what we talked about last time – about building some meaning for yourself. You need to think about: Who are you? Where do you want to be? How do you want to be seen? How are you seen? How do you want to be seen going forward?

This is the part where it gets a little bit scary. I’m going to ask you: What scares you? Because this is where brands kind of feel like, “Maybe we’re going to pigeonhole ourselves.” But you’re not.

I’m not going to use the identity word – wait, I said identity – used jargon. Darn it!

This is where you kind of feel like maybe we’re going to pigeonhole ourselves if we have too much of a pigeonhole kind of audience. Don’t. It’s scary, but you have to do it.

This is where brands get off the rails. You have to understand who you are in a real way, because who you are rolls right into who you’re for.

Know Your Core Audience

Mordy: If I was dating my wife back in the day and my wife didn’t like sports at all, I’d be like, “Oh, my wife’s not for me. I’m a sports nut,” which is not true. That’s not how dating actually works.

Knowing who you are rolls right into: Who are you for?

Once you know who you are, the next step is: Who’s actually interested in you? Who’s your core audience? And this is a direct outcome of who you are, which is why it’s important.

The next stage in brand development – once you know who you are and who you’re for (that doesn’t mean you have to be only for them, but they’re your core) – is what problems does that audience have?

And by problems, I don’t mean USPs (which I know is a jargon word, but I’m going to use it so we know what we’re talking about). I’m not talking about pain points.

I’m talking about: What’s going on in their lives as it generally relates to your product or service?

Let me give you an example: Minivans. Why do I always use minivans? If I was making minivans, I would want to know: What’s the context? What’s the life situation of the parent or guardian driving and schlepping these kids around? What’s happening in their lives around the product?

It’s not a pain point. It’s not a USP. It’s what’s happening in the life of your audience, as it relates to generally speaking about the product/service, whatever you do.

Now that you know that, the next step in brand development is: How do you fit those needs?

This is where your “USP stuff” kind of comes in. And by the way, everything here should align from who you are to your audience, to what their problems are, to how do you fit those needs (because you know who you are now, obviously)?

Build From The Ground Up, Messaging Comes Last

Mordy: Because of who you are, how do you now solve those problems that your audience or people or consumers are dealing with in their lives? Now, once you know that, stage five would be, how do you actually communicate that? Or rather, what’s important about that to communicate?

We now know who we are. We now know who we’re for. We now know what the problems and the life situation is of the people we’re for. And we know how we solve and deal with those situations with who we are as a product, as a service, as an offering.

What’s important to tell the audience about who we are and how we solve their problems?

Don’t try to refine it here. Don’t try to have it snappy and snippy. Nothing catchy. No taglines. Just what’s important conceptually as a framework to communicate to your audience.

What’s conceptually important – what should the audience understand?

And the last step is to refine that. It’s not going to come in one shot. It’ll take multiple iterations to do it. It’s not going to be perfect, and you’ll never be 100% happy with it. It’s better that it’s honest and genuine than it is perfect.

If we want to zoom out and use the jargon, we just ran through:

  • Creating brand identity.
  • Using identity to define the target audience.
  • Understanding the audience’s life context.
  • Positioning the offering.
  • Developing key messaging.
  • And then refining the message.

Katie: I like it.

Mordy: No jargon, I almost got through it!

SaaS Doesn’t Have To Mean Utility

Katie: I think it speaks to our audience to use a little bit of jargon in there. And speaking of that, I’m sure a lot of people you talk to and a lot of people in the Search Engine Journal universe are SaaS, software as a service.

I like the minivan example because it’s easy to wrap your head around. It’s an obvious life circumstance. You just say that word ‘minivan’ and it’s giving you a picture of being married with a bunch of kids, driving them around. You say one word, and it paints this whole picture. With SaaS, it’s so different.

And what would it be like, as a thought exercise to go through this, if you invent a software that’s a rabbit food feeding timer?

Mordy: Okay. A set that feeds your rabbit on a timer.

Katie: Something that’s life-oriented, right? Like, think about our universe, which is really kind of abstract, right? In terms of people’s day-to-day. And they’re really using software, probably in a professional sense, and probably not in their home life for the most part, let’s say like a marketing software or, you know, ads like PPC.

Mordy: I consult for a marketing software, so I’m not going to use a marketing software because I’m biased. Let’s say I use like a video editor tool – does that work?

Katie: Yeah, that works.

Mordy: All right, cool.

Brand Identity is the Foundation

Mordy: First of all, the most important thing is where I think brands get everything wrong. It’s not like one stage, and you go from stage one, which is brand identity to messaging refinement, which is, what, stage six?

Don’t think of it as a line. I did one, and now I go to the next one, then I go to the next one. Think of it like you’re stacking a building. You’re building a building.

The foundation is a brand identity, and then you build the next floor, the next floor, the next – and the top floor, the roof is the refinement that everybody can see from the helicopter.

But they’re not—if you imagine they’re in a helicopter looking down on this roof – they can’t see all of the other layers, but you can. And you have to start with brand identity.

And this – particularly for a SaaS tool – because SaaS, it’s really easy to get stuck in being a utility. “We’re just a utility.”

The problem with being a utility is that there’s no actual connection. And as soon as somebody else finds another utility that’s better, cheaper, or whatever, they’ll move. There’s no loyalty, which is literally what I did… I used another tool. I found it a little bit cumbersome. The pricing wasn’t super clear, so I moved to this one.

Now, I don’t love this one, by the way. If something else came along, I would totally move to the other one.

There’s no identity. I don’t know what separates CapCut from the other one I was using.

I don’t use Camtasia anymore only because I have an old license. I don’t want to pay for a new one. So if I’m going to pay for a new one, I find it a little bit cumbersome.

I have no actual loyalty to any of these platforms because I don’t know who they are and what makes them different.

You know why I don’t know who they are and what makes them different? Because they don’t know who they are.

A Connection With Your Audience Gains Customer Loyalty

Katie: If they worked on connecting with you as a brand and developed that emotional bond, you’d be more likely to stick with them, even if something better came out, a better feature.

Mordy: Because it’d be more for me. Right. They have to ask themselves – and I can’t do this for them – I don’t even know anything about it other than the tool. Someone recommended it to me and I use it.

They have to figure out: Why are you doing this? Why do you want to do this outside of making money? Why do you find this meaningful?

“Oh, because…” Let’s just say, “Because we help. Because we are into the idea of being able to do X, Y, and Z.”

Oh, okay, CapCut. Let’s just say their big thing is (because I use this part of their tool, so I like it—they automatically remove my background and put a new one):

“We’re all about people who don’t have a professional setup feeling like they have a professional setup.”

That’s just really important because we see the value in that. “We want to democratize video content,” etc. That would be an actual brand identity.

So now I know who I’m for. I’m not for a professional. I’m a big brand, I have a whole studio, I’m Coca-Cola, I have a whole in-house studio on site. [I’m not for them.] I’m for this audience.

Now, what are their problems, and what’s going on with them, and what’s happening with them?

Now it’s kind of easier to see.

“I really want to create professional-level content, but I don’t have the skills to do it.” I’m also not an idiot, either. So I kind of know what it’s supposed to look like. I kind of know what it’s supposed to be. I don’t have the time. I don’t have the technical know-how. I don’t want to pay anybody to do it.

These are my problems. How do you come in and solve that?

Katie: So it’s like the entire market proposition is tied into that.

Mordy: But they only realize to talk to me about my problems, and how they solve my problems, once they figure out who they were first.

But everybody skips that step. Everyone goes right to the roof—because that’s the only thing you can see.

Katie: That’s fascinating, Mordy. Brick by brick – you’ve got to stack it up before you get to the helicopter view.

Mordy: Gotcha. It’ll all come crumbling down at a certain point. The messaging won’t work. It’ll all fall apart. That sounds really doomsday-ish.

Katie: It does. But I do think that I will be checking out CapCut’s branding – to see what are they doing over there?

All I know is their little logo that I see frequently at the end of some of my favorite creators.

Mordy: So that’s good branding. It’s not great branding, but better than nothing.

Katie: Exactly. Better than nothing.

Wrapping Up: Shout Brand From The Rooftops

Well, Mordy, this has been very enlightening, and I want to thank you for coming on and sharing with me today.

What’s next?

Mordy: I was going to shout “brand!” from the rooftops. That was so like a dad joke.

Next time, we’re going to dive deeper into Stage One, which is building brand identity, and what that actually looks like, and how you do it.

Katie: That’d be fantastic. All right, everybody, thanks for joining us. And check us out: searchenginejournal.com.

Mordy, what’s your website?…

Mordy: Oh, I should know this – good branding! unifybrandmarketing.com.

Katie: Awesome. All right. See you next time, everybody.

Katie & Mordy: Bye!

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Featured Image: Paulo Bobita/Search Engine Journal