In our latest episode, Mary Stratton, Senior Manager of CXO Experiences at Rubrik, shares how she set her vision for her small program and through data-driven reporting solidified executive support and expanded her program. From setting clear parameters like requiring VP-level and above attendees, and requests be tied to SFDC Opportunities, to developing an all inclusive reporting dashboard to address executive level care-abouts, she has been laser focused on improving deal closure and driving pipeline. Mary partnered with Marketing Operations to build this dashboard using data from multiple platform tools which helped justify her HQ center upgrade and the addition of a new team member. She also highlights her latest adventure of taking on executive meetings at trade shows and conferences as well as ‘EBCs on the Road’. Mary is an inspiration in our industry and happy to meet with those who seek her council on demonstrating value through reporting.

Highlights

• Rubrik’s CXO Experiences - 3 modalities
  • Briefing Program
  • Meetings at Industry Shows / Events
  • EBCs on the Road
• Challenges faced while launching the Briefing Program
  • Build network, connect with resources
  • Leadership buy-in
  • Build trust, create sales champions
• Building Executive Support
  • Critical: Articulate your program's impact on the business
  • Using tools/integrations: BriefingSource, Salesforce, Tableau
• How to collect data needed for Reports
  • Leverage Briefing Management Platform
  • Work with Marketing Ops Team
• What metrics to build into Dashboard to showcase impact
  • Address Marketing and Sales organizations careabouts
  • Target metrics for C Level Personages: CEO, CRO, CSO, etc.
  • Individual win rate percentage for opps using briefings vs not
  • Account Type Breakdown (existing customers vs prospects vs partners)
  • Closed Won vs Closed Lost opportunities
• Reporting allowed for program expansion
  • Headcount, Center upgrades, tools, etc.

Resources

• “We Can Do Hard Things” Podcast
• “We Can Do Hard Things: Answers to Life's 20 Questions” by Glennon Doyle, Abby Wambach, Amanda Doyle

Guest Thought Leader

Mary Stratton, Senior Manager of CXO Experiences, Rubrik

Having led the Rubrik Executive Briefing Program for more than 2 years by herself, Mary has worked extremely hard to build upon the foundational aspects she inherited when joining the company in 2022. From finishing an ‘in-progress’ physical Center to rebuilding a program that was dormant for more than a year, she’s demonstrated the value that her executives and sales team have come to rely on to support them in closing more business.

Prior to Rubrik, Mary cut her teeth in the briefing world at the Rackspace Technology and AppDynamics Briefing Programs where she learned from strong mentors about the importance of both the strategic and tactical aspects of managing a program and reporting on every metric possible. Today, Mary has expanded her program to support global briefings beyond her Palo Alto headquarters and has added executive meetings at top tier tradeshows/conferences to her plate. She is married and mom to 3.5 year old twins.

In our latest episode, Bram Jonker, Principal Evangelist at Miro challenges program teams to think differently and offers a number of new approaches for designing memorable experiences that allow customers to feel safe, heard, and want to build a long term relationship. From inviting external thought leaders to engage with customers and assigning specific roles to internal attendees, to employing an abundance mindset and implementing AI to support more effective facilitation, teams can truly focus on, listen to and delight their customers.

Highlights

• The Role of the EBC - visitors feel safe, heard and come back
• Not Repeating the Same Process - think differently, plan for unique return visits
• Making the most of Opportunities with Customers - empathy, listening
• Gather Feedback After Briefing - search for ways to improve, constantly innovate
• Invite External Thought Leaders - spark change, drive impact
• Building Trust with Account Team - MDC facilitation, specific roles for each attendee
• Employ AI in all Briefings - AI for admin functions, facilitator focuses on customers
• Abundance Mindset - shift from limitations of scarcity mindset, set bar higher
• 'Hug Your Customers' - authentic moments to show you care

Resources

• ‘Why an abundance mindset is key to getting hybrid work right’ by
  • Dr. Brennan Jacoby, Founder, Philosophy at Work & Bram Jonker, Principal Evangelist, Miro
• ‘Hug Your Customers: The Proven Way to Personalize Sales and Achieve Astounding Results’ by Jack Mitchell

Guest Thought Leader

Bram Jonker, Principal Evangelist, Miro

Bram’s focus is on cultivating collaborative relationships with key executives from leading multinational corporations to define the future of work. He engages with industry thought leaders to co-author thought leadership articles and deliver impactful presentations to diverse audiences. Additionally, Bram collaborates closely with Miro’s Account Executives, leveraging his network to expand their market presence and support the sales cycle effectively.

With a background in the consulting sector, Bram developed his skills over seven years at Deloitte, where he led teams dedicated to Technology and Innovation both internally and in collaboration with customers. Furthermore, his entrepreneurial spirit led him to found and successfully exit three data analytics companies within the healthcare domain.

Bram’s passion lies in driving change through innovative approaches to work and the strategic implementation of disruptive technologies for digital transformation within large enterprises. He is dedicated to building enduring partnerships and leveraging insights to help organizations differentiate and thrive in competitive markets. One of his key strengths is his ability to translate marketing visions and strategies into actionable plans that deliver tangible results.

In our latest episode, Traylor Woodall, CEO and Founder of Fivestone Studios, shares how working in the film and TV world has informed unique approaches to working with clients in the briefing world and beyond. He ‘opens the kimono’ on how supporting creativity and collaboration helps to establish and maintain a unique culture that makes space for artists to grow and thrive - what he calls ‘Bad Math - the power of 1+1 = 3’. Traylor is very honest about the transition that he is making as CEO, to not be the center of every decision while continuing to live the company’s values, celebrating team members inside and outside of work, and listening to everyone’s ideas.

Highlights

• Space for artists to grow and become ‘creative warriors’
• Learnings from motion packages for TV networks, ad agencies and large brands
• Approaches to creativity and collaboration with clients
  • Storytelling - the narrative thread
  • Motion Design - transform static assets into motion toolkits
  • Brevity - tell the story with simplicity and focus
• Culture that embraces creativity and collaboration
  • A space for ‘Bad Math’, where 1+1 = 3
• Supporting your team
  • Manage client expectations
  • Talk about life outside of work
  • Unlimited PTO
  • Rhythms of connection
  • Honoring your team outside the company
• Protect the culture
  • Repeatable processes that don’t rely on the CEO
  • Weekly direct 1:1s with all leadership
  • Demonstrate good culture in public

Resources

Experiences outside the briefing world can provide fresh approaches when working on EBC projects

• Vanderbilt Medical Center art installation
• Take-over of Times Square for Kia
• Partnership with Escape Game called Cosmic Crisis

Guest Thought Leader

Traylor Woodall, Founder and CEO, Fivestone Studios

Traylor is a lifelong storyteller, artist, musician, and experience creator. His journey began with a traditional degree in graphic design, but during a college internship he discovered a passion for motion graphics. Fast forward many years later, Traylor now serves as the CEO and Founder of Fivestone Studios, an integrated production company that blends design, technology and storytelling to create visually rich narratives across a wide range of channels.

At Traylor’s core lies his steadfast belief in the power of creative culture and collaboration. He’s always on the hunt for Bad Math - the power of 1+1=3. Even after 25+ years in the industry, Traylor lives for the moment when a creative idea comes together that is greater than the sum of any one individual’s ability or effort.