All posts tagged: Marketing Effectiveness

Agile isn’t just about moving fast – it’s about moving in the right direction

Agile isn’t just about moving fast – it’s about moving in the right direction

The setup 

The event’s three weeks out.
You’re juggling six sponsors, four email journeys, and a keynote speaker who still hasn’t confirmed.
You’ve had the same budget sign-off doc open in three tabs.
Everyone’s “in motion” but no one knows what’s actually moving.

The diagnosis 

That’s not speed.
That’s chaos disguised as hustle.

You’re reacting fast, working hard, staying busy.
It feels like agility.
But deadlines keep slipping. Approvals stall. Priorities blur.

That’s not agility, it’s survival mode.

The illusion of agility

Most teams don’t resist agile.
They just adopt fragments of it and assume that’s enough.

You might not run standups or retros.
But you’ve got project plans. A kanban board. Weekly team meetings.
You adapt to change. You move fast. You get things over the line.

It looks agile. It even feels agile, because it’s reactive.

But agility isn’t motion. It’s principled adaptation. It’s structure under pressure. It’s progress by design.

You’re not far off. But without principles, fast work is fragile work.

What Agile actually enables

When properly embedded, agile transforms how marketing teams operate:

  • Clarity on priorities→ Know what must move this week, and what can wait
  • Faster launches, fewer blockers→ Ship version one without endless sign-off loops
  • Real-time decision-making→ Adjust strategy based on what the data says today
  • Sustainable pace→ Avoid the burnout of always working at the edge of control

Agile gives your team the rhythm it needs to focus, adapt, and win under pressure.

Where Agile Slips

Even with the right tools, things stall:

  • Weekly priorities are set but rarely revisited
  • Meetings happen, but decisions don’t
  • Work is tracked, but progress feels stuck
  • Campaigns run, but lessons are skipped

Agile isn’t a label. It’s a living process.

What real agility looks like

In media and event marketing, agile shows up like this:

  • Clarity: Everyone knows what’s moving, what’s stuck, and why
  • Responsiveness: You pivot on facts, not fear
  • Confidence: Teams test, learn, and iterate fast
  • Visibility: Tools simplify, not clutter, the path to execution

From reaction to rhythm

To move from hustle to true agility:

  1. Spot the sticking pointsWhere does work stall? What delays decisions? Clear the friction.
  2. Shrink the cycleReplace long-range planning with tight sprints focused on one meaningful outcome.
  3. Empower real autonomyDecentralise decisions. Don’t wait to move, equip your team to act.

Final word

You’re already moving fast. But if your speed isn’t strategic, your progress won’t stick.
Agile isn’t a checklist. It’s how modern teams build clarity in chaos, not just cope with it.
You’ve made the first shift. Now make it sustainable.

Sian HeaphyAgile isn’t just about moving fast – it’s about moving in the right direction
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The AI adoption divide: why some B2B marketers are pulling ahead and how the rest can catch up

The AI adoption divide: why some B2B marketers are pulling ahead and how the rest can catch up

We need to talk about the gap.

Not the buzz. Not the endless opinion pieces. But the very real performance divide opening up between B2B marketing teams who are experimenting with AI, and those who are embedding it into how they actually work.

27% of global CMOs admit their teams aren’t really using AI at all (TechMonitor).

Meanwhile, commercial teams are blending AI with customer experience and according to McKinsey are 1.7× more likely to increase market share.

This isn’t just a tech trend. It’s a strategic marketing shift.

The AI accelerators vs. the AI avoiders

Let’s be honest: every leadership team says AI is on their radar. But in practice, we’re seeing two camps emerge:

1. The Experimenters

Curious, but cautious. Teams dipping their toe in with the odd content assistant or AI generated image. But no strategic fit. No real integration and still asking ‘where does this actually belong and add value?’

2. The Accelerators

They’ve moved past pilots. They’ve embedded AI into campaign planning, content operations, and optimisation processes. They’ve built confidence and they’re gaining ground fast.

In fact, Deloitte found that 42% of top-performing B2B firms say AI is “critical” to their future competitiveness.

What’s holding others back?

From our work across fintech, SaaS, publishing, and industrial sectors, we’re seeing four big blockers that keep organisations stuck in experimentation limbo:

  • Skills and confidence gapsacross the whole team, not just senior leadership
  • Governance paralysis– fear of “getting it wrong” overrides the need to try
  • Unclear use cases– too many tools, not enough strategic focus
  • Scepticism on ROI – because we’ve all seen the martech hype fall flat

What the high-performers do differently

The B2B teams making AI work aren’t just tool-savvy, they’ve rethought how they operate. Three things stand out:

  1. Cross-functional AI squads– blending marketing, ops, data, compliance and legal. No more innovation stuck in silos
  2. Meaningful investment in AI literacy– not just a one off webinar. Structured training that includes prompt engineering, model interpretation and even ethical training for campaign planning
  3. Agile ways of working– the real differentiator. Agile gives teams the framework and guardrails to test tools in live campaigns, measure what works, and scale quickly without the faff.

From theory to traction

Real world examples we’re seeing working right now:

  • A global publishing firm using agentic AI to build a new persona and create highly tailored content for a new market segment.
  • A global payroll and HCM solution provider integrating video AI tools to halve production time (and cost) for their quarterly internal marketing show reel production
  • A global industrial machinery firm is using generative AI tools to translate complex product specs into customer-friendly content at speed – to improve ad campaign performance and unlock localisation that used to take weeks.

These aren’t vanity projects. They’re operational advantages being built sprint by sprint.

This is a leadership moment

Marketing leaders have a choice to make.

Treat AI as a side project for “when we’ve got time” or we can treat it as what it really is –  a lever for improving performance, agility and team effectiveness right now.

At Bright, we help teams bridge the gap. Not just by adopting and integrating the right tools, but by reshaping how marketing works, so AI becomes part of the engine.

That means:

  • Mapping your current AI maturity (and be honest about it!)
  • Identifying the workflows where AI can actually drive value and measure it
  • Giving your team the skills, space, and support to experiment with purpose.

Because in this era of B2B marketing, experimentation isn’t the goal. Transformation is.

What about your team?

What’s the reality in your team right now – are you experimenting or accelerating?  What would help you move faster, with more confidence?

Want to get more value from Agentic AI?

If you want to Make AI work for you B2B marketing team and not just add more tools to your tech stack, download our AI Activation Framework.

>Download the B2B AI Activation Framework

Zoe MerchantThe AI adoption divide: why some B2B marketers are pulling ahead and how the rest can catch up
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Don’t bolt AI governance on. Build it in

Don’t bolt AI governance on. Build it in

We talk a lot about doing the right thing with AI.

But in B2B marketing, knowing what’s the right thing isn’t enough. We need to build it into how we work.

Because if we want to earn trust in the AI era, we can’t treat ethics and governance like a one-off workshop or a slide in a risk pack. They have to show up in our workflows, in our stand-ups, the sprints and the day-to-day decisions.

That’s where brand trust is built or broken.

Don’t bolt governance on. Build it in.

As AI use ramps up across marketing, we’re seeing the risks rise too – biased outputs, non-compliant targeting, hallucinated content.

Not because marketers are careless or reckless. But because processes haven’t kept up with the tools.

A recent Salesforce report showed that 68% of consumers say AI makes it more important than ever for companies to be trustworthy. Thanks to the EU AI Act, trust is no longer just a brand promise, it’s part of your compliance checklist.”

But governance doesn’t mean slowing down. In fact, done right it helps you move faster, with fewer (nasty) surprises, clearer decision making and more confident launches.

What does it look like in practice?

Here’s how ethical AI governance becomes part of your agile marketing operations:

1. Sprint retros with a conscience

Use retrospectives not just for performance reviews, but for ethical checks.  → Did any AI outputs raise red flags?  → Was customer data used appropriately?  → Were any decisions made by AI that need a second look?

2. Transparent user stories

When scoping AI tasks in your backlog, make the ethical implications explicit.  → “As a campaign manager, I want to use AI to personalise content without profiling based on sensitive characteristics.”

3. Bias checks = part of QA

Don’t leave it to the data team. Embed basic fairness checks into your review process across your teams.  → Spot gendered language in AI copy.  → Challenge assumptions in segmentation or recommendations.

4. Approval flows for AI outputs

Fast doesn’t mean free-for-all. Define what must get human sign-off – whether that’s automated campaign triggers, AI-generated images or model-driven pricing decisions.

5. Governance rituals

Just like stand-ups and planning meetings, set recurring checkpoints for AI ethics. Create a shared scorecard or checklist. Use it regularly, not reactively.

Agile governance = scalable trust

At Bright, we help teams work in ways that support ethical marketing best practice.

We don’t run one off ethics audits. We help you turn governance into repeatable processes. That’s how agile marketing works best as an enabler not bolted on.

Because agile marketing isn’t just about pace—it’s about make confident, data driven decisions  That you’re doing the right thing and that your team can move fast andbuild trust in your brand – not break it.

How we help:

  • Embed AI governance into sprint planning, reviews and retros
  • Define agile-friendly usage policies for AI and automation tools
  • Co-create internal ethics scorecards to use in QA and approvals
  • Train teams to spot risks early and manage them.

We’ve seen this work across publishing and events companies using AI to generate insight-led content, to manufacturing marketers localising technical content at scale. The common thread? Strong, agile marketing foundations that turn ethics from theory into a habit.

Over to you.  How are you building AI governance into your team’s way of working?

If you’re just starting or already deep into it, let’s compare notes. Because governance is only a blocker if it sit outside your processes and workflows.

 

Want to get more value from Agentic AI?

If you want to Make AI work for you B2B marketing team and not just add more tools to your tech stack, download our AI Activation Framework.

>Download the B2B AI Activation Framework

Zoe MerchantDon’t bolt AI governance on. Build it in
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Webinar: From metrics to meaning: Showing the value of brand and demand in B2B

Webinar: From metrics to meaning: Showing the value of brand and demand in B2B

Let’s be honest – we’ve all heard it before. Brand and demand need to work together. It’s not a revelation, it’s common sense.

And yet… senior B2B marketers are still stuck trying to prove the value of long-term brand investment. Still battling short-termism. Still explaining – again – why awareness and trust are just as important as leads and pipeline value.

This session isn’t about rehashing what we already know. It’s about how to make it stick—with the board, the wider business, and across your marketing teams.

There were some great insights shared by our B2B marketing expert panel, including:

  • 95% of buyers aren’t in-market, so marketers need ‘always-on’ brand activity
  • The role of storytelling to help justify brand investment to leadership
  • The importance of social listening to provide real-time insight and improve campaign relevance
  • B2B search behaviour is shifting with buyers now searching via social and AI platform.

Plus, we reveal the biggest growth opportunity in B2B.

If you’re trying to educate the business, prove marketing’s value, and deliver consistent performance across brand and demand – this is your session.

Meet the panel

Zoë Merchant

Managing Director,
Bright

Zoe Merchant is the founder and managing director of Bright, a strategic B2B marketing consultancy that gives marketers the power to do great work and deliver business results. With over 20 years of experience in agile marketing, she helps clients reinvent their marketing operations, align with business goals, and deliver tangible value.

As a leader and innovator in her field, Zoe has been recognised as a top 10 women leader of 2020, a 3x #40overforty advertising and marketing leader, and a #CannesLions70 Creative B2B juror in 2023. She is also a certified Agility in Marketing professional.

Zoe is passionate about investing and reinventing marketing teams, promoting diversity and inclusion, and championing marketing’s role in business transformation.

Christina Minshull

CEO
The Brand Audit

Christina Minshull is the CEO of The Brand Audit, helping CEOs, Founders & Execs transform influence to impact through personal brand strategy.

A storyteller with a spreadsheet mindset, she has nearly two decades of experience leading high-performance Brand, Social, and Digital Marketing teams at global enterprise corporations like EY, LinkedIn & WestJet. Christina is passionate about helping others turn potential into reality with the visibility that comes from social media.

A Top LinkedIn Voice in Brand Strategy & Social Media, Christina is a sought-after global speaker and creator, with 25K+ followers across LinkedIn (@ChristinaMinshull) and TikTok (@thelinkedinguru). Her human-centric approach to social media has attracted high-profile clients from EY, Amazon, Microsoft, IBM, Cisco, and more across the UK, EMEA, US, and Canada.

Emma Moorman

Senior Director, Demand Generation
Informa

An experienced and commercially driven leader with global experience in driving growth in marketing and product management roles; a strong product background in building solutions to empower and solve problems for marketing professionals.

Alaina RobertsWebinar: From metrics to meaning: Showing the value of brand and demand in B2B
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It’s not the tools. It’s your marketing leadership that makes AI work

It’s not the tools. It’s your marketing leadership that makes AI work

There’s a gap opening up in B2B marketing, and it’s not just about tech. It’s about fluency.

AI is moving fast. And while tools grab the headlines, it’s how we use them and how we organise around them that will separate the leaders from the laggards.

Let’s be clear: you don’t need to become a machine learning expert. But you do need to understand how AI can shift how your team works, what you prioritise, and where you place your bets.

  • 57% of UK B2B marketers now rank AI understanding as the most important skill for future success – above data analytics and collaboration (Marketing Week).
  • McKinsey found organisations with AI-literate marketing leaders are significantly more likely to see ROI from their investments.
  • And the EU AI Act puts responsibility firmly on business users, not just developers, to ensure AI is used safely, ethically, and effectively.

That means marketing leadership must understand how, where and why to adopt these tools and scale them across their marketing operations.

The role of marketing leadership

We need to build a growth culture focused on establishing the value of the tools available to us or that we want to test. We need to ask better questions, set smarter, measurable expectations, and create space for our teams to experiment without fear of failure.

Here’s what that looks like in practice:

  • Working within test-and-learn frameworks grounded in clear hypotheses
  • Equipping teams with the training and guardrails to operate and maintain tools confidently and correctly
  • Building prompting best practice
  • Understanding the biases and blind spots in models
  • Creating an AI adoption roadmap tied to your commercial priorities
  • And developing the instinct to spot vendor nonsense a mile off

But here’s the catch: AI only delivers value if your ways of working are actually built for it.

Agile ways of working are crucial

It’s hard to get value from AI if your processes are broken.

If your team is stuck in long planning cycles, siloed roles and perfection paralysis, AI won’t help you, it’ll confuse the hell out of them!

Agile marketing unlocks the value. It gives teams the frameworks needed to successfully test and learn. It’s data driven and customer centric, so it can help leaders spot what’s working and scale it quickly. It reduces risk while speeding up results.

Being agile allows you to use:

• Short sprints to test value

• Early indicators of success (or failure)

• Data to scale what works, fast

• The confidence to stop what doesn’t.

It’s not about moving faster. It’s about moving smarter and proving value as you go.

A brighter approach

At Bright, we believe this is another challenge for marketing leaders and the importance of reshaping how we work so we can lead confidently in an AI-enabled world

We’re not AI evangelists. We’re practical optimists. We help teams:

  • Cut through the hype and find where AI can genuinely add value to their marketing
  • Build business cases that stand up in the boardroom
  • Use agile ways of working to integrate new tools, data and tech in a systematic and scalable way.

Because if we don’t, we risk falling into the same trap that’s caught us many before: investing in the latest tech, without the strategy, mindset or muscle to show it adds value.

Zoe MerchantIt’s not the tools. It’s your marketing leadership that makes AI work
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Cut the fat, not the impact: how smart CMOs are squeezing more from less in 2025 

Cut the fat, not the impact: how smart CMOs are squeezing more from less in 2025 

Let’s not sugar-coat it: This year is a pressure cooker for B2B marketers. 

Budgets are under strain. Teams are stretched. The ask? Deliver more commercial impact with fewer resources. And no, you can’t hire. 

But the best CMOs aren’t flinching, they’re pivoting. They’re treating constraint as a catalyst. Getting lean. Getting sharp. And crucially, getting agile. 

Here’s how high-performing marketing teams are turning challenge into competitive advantage: 

Ruthless prioritisation, not polite compromises 

Top marketing leaders aren’t hedging their bets across 10 campaigns, they’re backing three that actually drive results. That means trimming the fluff, shelving the vanity projects, and focusing on what aligns with commercial strategy. 

Agile isn’t a theory, it’s a working style 

Agile ways of working aren’t new, but they’re becoming non-negotiable. The teams leading the pack have baked in agile rhythms: sprint planning, backlog prioritisation, iterative testing, and regular retros. 

They’re not just reacting faster, they’re learning faster, and delivering faster. 

It’s not about doing more work. It’s about doing the right work. In the right order. With the right people in the room. 

Collaboration over control 

Marketing doesn’t sit in a silo anymore (and if it does in your org — fix that). Smart CMOs are forging stronger ties across sales, product and finance, aligning on outcomes, not just outputs. 

It’s a team sport now. And marketers are the ones keeping the scoreboard. 

Data is your proof point and your power play 

Marketing has to justify its seat at the revenue table. That means mastering the numbers such as CLV, CAC, pipeline velocity, engagement-to-conversion rates, and using them to steer investment. 

Gut feel isn’t good enough. Real-time insight is how you earn (and defend) your budget. 

Content that cuts through (not just fills the funnel) 

Paid is plateauing. Content is climbing. But the bar is higher. Mediocre messaging gets ignored, especially in a market flooded with AI-generated ‘meh’. 

It’s not about more content. It’s about braver content. Useful, opinionated, and properly distributed. 

Fractional, flexible, and faster to value 

Permanent headcount is harder to come by, so leaders are tapping into a more elastic talent model such as outsourced experts, fractional CMOs, freelance specialists, to fill gaps fast and keep momentum high. 

It’s smart. It’s scalable. And it’s how high-growth teams are staying agile without overloading their core. 

This is agile leadership in practice 

Constraint doesn’t kill marketing. Complacency does. The CMOs thriving in 2025 are the ones embracing agile principles, making bold decisions, and embedding experimentation deep into their team’s DNA. 

Where are you doubling down this year?

How are you embedding agility into your strategy and operations? 

Would love to hear what’s working…and what’s not. 

 

Zoe MerchantCut the fat, not the impact: how smart CMOs are squeezing more from less in 2025 
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On-demand webinar: Growing audiences and driving engagement in B2B publishing, media & events.

On-demand webinar: Growing audiences and driving engagement in B2B publishing, media & events.


B2B publishers and media firms are juggling events, content, subscriptions, and communities to grow audiences and keep them engaged year-round. But what’s actually driving results — and what’s just making more noise?

In this panel, senior marketing leaders who’ve been in the thick of it share real-world insights on what’s working (and what’s not). No fluffy theory — just practical strategies for building connected audience experiences across events and media.

We explore:

  • Connecting events, content, and digital products to keep audiences coming back for more
  • How to cut through the noise with compelling narratives and storytelling that turn audiences into engaged communities
  • What works (and what doesn’t) and how to craft content that actually resonates
  • Practical ways to test, learn, and adapt faster (without burning out your team)
  • How leading B2B publishers are transforming unknown audiences into loyal, engaged communities

There’s candid, experience-backed insights — plus actionable ideas you can implement right away to sharpen your audience strategy and make your marketing more effective.

Check out the reading list:

Download your Reframe cards:

Meet the panel

Chelsey Lang

Head of Brand, Content & Community Marketing
Informa Markets,
Dubai, UAE

Chelsey is passionate about the way storytelling and data work together to drive action and craft profitable user journeys. She specialises in bringing content marketing into the events marketing sphere, leading on brand building, audience growth and community development across global event portfolios.

Dasha Dollar-Smirnova

Founder,
Frog Talk

Dasha Dollar-Smirnova is a seasoned storyteller and the founder of Frog Talk, a communication and public speaking training company, where she empowers individuals to harness the power of their narratives for greater confidence and impact.

She has developed a unique methodology that blends her background in performing arts as an actress, years in the advertising industry, and her Master of Science in Psychology and Neuroscience of Mental Health.

Having shaped brand communications across multiple channels and markets for global giants like Apple, Nike, and Starbucks, she understands how to craft messages that cut through and connect.

Now, she applies this expertise to coaching, helping individuals and teams communicate with authenticity, clarity, and influence.

Zoë Merchant

Managing Director,
Bright

Zoe Merchant is the founder and managing director of Bright, a strategic B2B marketing consultancy that gives marketers the power to do great work and deliver business results. With over 20 years of experience in agile marketing, she helps clients reinvent their marketing operations, align with business goals, and deliver tangible value.

As a leader and innovator in her field, Zoe has been recognised as a top 10 women leader of 2020, a 3x #40overforty advertising and marketing leader, and a #CannesLions70 Creative B2B juror in 2023. She is also a certified Agility in Marketing professional.

Zoe is passionate about investing and reinventing marketing teams, promoting diversity and inclusion, and championing marketing’s role in business transformation.

Alaina RobertsOn-demand webinar: Growing audiences and driving engagement in B2B publishing, media & events.
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Why traditional marketing fails – and how agility future-proofs your team

Why traditional marketing fails – and how agility future-proofs your team

Markets shift. Budgets tighten. Stakeholder expectations change overnight. And just when you think you’ve nailed your strategy, something new disrupts your plan. Sound familiar?

For B2B senior marketing leaders with good sized teams, the challenge isn’t just about keeping up; it’s about staying ahead. The ability to pivot quickly, effectively, and with minimal waste is no longer a nice-to-have—it’s a commercial imperative. And that’s where agile marketing skills make all the difference.

Why traditional marketing models fail under pressure

The problem with traditional marketing approaches is that they rely on long-term planning, rigid execution, and an often-siloed structure. That’s fine when the world is predictable. But in today’s climate? Not so much. When a competitor makes an unexpected move, a customer need shifts, or a campaign underperforms, legacy processes don’t allow for quick shifts without major disruption.

Agile marketing: your built-in pivot system

Agile marketing flips the script. It’s not about having a set plan and sticking to it no matter what. It’s about creating a framework that allows your team to move fast, test ideas, and adapt based on data and insights.

Here’s how agile marketing enables your team to pivot effectively and efficiently:

  • Sprints keep the team focused and adaptable – Instead of rigid annual plans, agile teams work in short cycles (sprints) with clear goals. If a market shift happens mid-sprint, you assess, adjust, and course-correct without derailing everything.
  • Data-driven decision-making – No more ‘gut feel’ marketing. Agile marketing prioritises experimentation, with continuous A/B testing, real-time performance tracking, and data-informed tweaks that help teams respond to what’s actually working (or not).
  • Collaboration breaks down silos – When cross-functional teams work together in agile marketing hubs, communication improves, and pivots happen smoothly. No waiting for a ‘sign-off process’ that takes weeks. The right people are in the room, making decisions in real-time.
  • Fail fast, learn faster – One of the biggest mindset shifts with agile marketing is that failure isn’t the enemy—stagnation is. By rapidly testing small-scale experiments, teams get insights quickly, double down on what works, and ditch what doesn’t before major budget is wasted.
  • Flexibility without chaos – Some worry that agility equals disorder. In reality, agile marketing operates within a structured framework of prioritisation, backlog refinement, and sprint planning. This means you can pivot without panic and adapt without losing sight of business goals.

The commercial impact of agility

For senior marketers leading teams in complex B2B organisations, agile marketing isn’t just about ‘working differently’—it’s about delivering better business outcomes. When done right, it results in:

  • Faster go-to-market – Marketing teams get campaigns out the door in weeks, not months.
  • Higher ROI – More frequent testing means budget is spent where it has the most impact.
  • Stronger alignment with sales & product teams – Agile structures foster collaboration between marketing, sales, and product, ensuring alignment on commercial priorities.
  • Increased team engagement – Marketers feel empowered and energised, with clearer visibility of impact.

Are you ready to pivot?

If your team still operates with lengthy campaign cycles, rigid plans, and a fear of failure, it’s time to rethink your approach. Agile marketing gives you the tools to navigate uncertainty with confidence—and drive better results while doing it.

So, how agile is your marketing team right now? Are you set up to pivot, or are you stuck in a structure that slows you down? Let’s discuss how to make marketing agility your competitive advantage.

Alaina RobertsWhy traditional marketing fails – and how agility future-proofs your team
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The big 6: How agile marketing drives operational success

The big 6: How agile marketing drives operational success

Our panel discussion with industry leaders uncovered six actionable ways marketing ops teams can deliver efficient, effective, and engaging campaigns

Driving operational efficiency while creating marketing that engages your audiences is no small feat. Marketing operations are the backbone of high-performing teams that drive efficiency, improve workflows, and boost effectiveness. Agile marketing is now crucial in transforming marketing operations, helping teams streamline processes, and enabling a culture of continuous improvement.

In our recent panel discussion hosted by Zoe Merchant, MD of Bright and agile marketing expert, Amanda Green, Marketing Operations Director at Stenn, and Lisa Sutton, CRO and marketing ops specialist, we focused on how agile marketing is transforming marketing operations. We’ve summarised the six key drivers for success here in this briefing note.

  1. Remove operational bottlenecks: Quick wins

To tackle bottlenecks Amanda, Lisa and Zoe recommended remaining agile and adaptable by establishing consistent and repeatable workflows and templates including:

  • Briefing templates: Standardise templates to ensure all necessary information is available at the start of a project, helping avoid delays and miscommunication.
  • Approval workflows: Simplify approval processes and use workflow management tools like Monday.com, Jira or Asana to automate and track them
  • Kanban boards: Visual tools like Trello, Miro or Microsoft Planner can help manage and prioritise tasks, providing a clear view of tasks in progress and those needing attention.
  1. Build a culture focused on growth and experimentation

For agile marketing to thrive, a culture that encourages experimentation is vital.

  • Education on experimentation: Zoe stressed the importance of educating teams on the benefits of experimentation to reduce fear of failure
  • Data-driven decisions: Without data and insights, experimentation is ineffective. Setting clear hypothesis, KPI and investing in reporting and tracking tools is essential to robustly test and learn from experiments, allowing your teams to iterate to drive continual improvement
  • Risk-managed experimentation: Zoe emphasised using experimentation frameworks to manage risk effectively and ensure experiments are valuable without exposing the organisation to unnecessary risks.
  1. Effective metrics for high-performing marketing ops

Data-driven decisions hinge on choosing the right metrics. Amanda and Lisa suggested focusing on:

  • Efficiency gains: Measure productivity improvements in marketing workflows and campaign delivery
  • Customer Lifetime Value (CLV): Understanding CLV in B2B marketing is key and tracking CAC (Customer Acquisition Cost) can help marketing operations teams make informed decisions that drive long-term value
  • Data quality: Accurate and reliable data is the backbone of successful marketing operations, as it ensures other metrics are dependable.
  1. Fostering collaboration and breaking down silos

Clear, open communication and cross-functional collaboration is essential in breaking down silos that hinder marketing effectiveness.

  • Regular cross-functional meetings: Amanda recommended clinics, forums, and collaborative meetings to facilitate better communication and understanding between teams
  • Knowledge hubs: Lisa suggested creating accessible knowledge hubs with key information, enabling teams to self-serve and access essential data without formal meetings. Bright frequently help clients establish centres of excellence to facilitate knowledge sharing to underpin marketing effectiveness.
  • Reward and recognition: Celebrating cross-functional successes can build trust and foster teamwork, breaking down organisational silos.
  1. AI and automation in marketing operations

The role of AI in marketing is growing, but it’s essential to approach it with clarity, including:

  • Targeted use cases: Rather than viewing AI as a catch-all solution, focus on specific use cases, such as data insights, campaign personalisation, and process automation and set out small scale tests to understand the value, before scaling
  • AI as an enabler: Lisa emphasised the importance of understanding the value AI can add rather than introducing it as just another tool and expecting marketers to figure out how to make best use of it
  • The AI sandwich approach: Zoe introduced the concept of the “AI Sandwich,” where the process begins and ends with human input (the bread!), ensuring that the AI outputs (the filling!) are curated, relevant and accurate.
  1. Preparing for future technologies in marketing operations

To make the most of new technologies, Lisa and Amanda advised:

  • Starting small: Implement small, low-risk pilot programs, using a tool such as the Bright AI activation framework to allow teams to familiarise themselves with new technology without disrupting operations
  • Stealth AI adoption: Both leaders acknowledged the need to manage “stealth AI” (AI tools adopted by individuals without formal approval) by setting guardrails, creating guidelines and offering training to maximise adoption benefits.

Ready to transform your marketing operations?

Agile marketing isn’t just a process—it’s a mindset that drives efficiency, collaboration, and customer-focused results. Start by fostering a growth mindset, tackling one workflow bottleneck, and piloting a small agile initiative.

With data-driven insights, collaboration, and smart use of AI, your marketing ops can thrive in today’s fast-changing environment.

Ready to secure greater marketing agility? Explore our Agile Marketing training and pilot campaigns. Get in touch to transform your operations.

 

Zoe MerchantThe big 6: How agile marketing drives operational success
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