The GTM Systems Product Manager - Josh Hill
Prioritization is probably the biggest challenge for ops teams.
Say yes to everything—you pretty quickly become a service department.
Set your own priorities without input from the business—you can quickly find yourself irrelevant, even out of a job.
The best model that I've seen for tackling this problem is what we could call the product management approach to managing MarTech.
This is where you effectively treat your stack as an internal product and ops as a product management team working on delivering features for internal customers.
Today's guest has practiced this approach at enterprise scale, with an ops team dozens strong.
Josh Hill shares his insights and lessons learned, as well as his journey as one of the earliest and well-recognized experts in the Marketo community.
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About Today's Guest
Josh Hill is a GTM operations and systems executive who builds revenue accelerating GTM platforms, global teams, and processes in partnership with Product, Sales, and Marketing. He has a strong track record of turning business strategies into live enterprise capabilities and impactful customer experiences.
https://www.linkedin.com/in/jhill2/
Key Topics
- [00:00] - Introduction
- [01:37] - Josh’s professional journey
- [04:19] - Development of automation pro as a professional identity
- [06:48] - Scope and scale of the teams Josh led
- [08:54] - Definition of a product management approach to martech
- [15:45] - Should marketing ops be oriented around business impact?
- [21:03] - Reasons why ops teams need to say “no” sometimes
- [27:38] - Solving for the internal vs. external customer
- [30:39] - Asking tough questions about adoption and ROI
- [33:53] - Building your roadmap
- [35:53] - Communicating your roadmap internally
- [40:10] - Cultivating resolve around prioritization and triaging requests
- [42:43] - How to transition to a product management approach
Resource Links
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Transcript
If I had to name the single biggest challenge for ops teams,
2
:it would have to be prioritization.
3
:We all have limited resources and we all
have way more requests than we can ever
4
:handle, even if we worked a 24 hour day.
5
:So how do you deal with this problem?
6
:If you say yes to everything, you pretty
quickly become a service department.
7
:You have no strategic input.
8
:You just do what you're
told and life gets.
9
:Kind of miserable.
10
:At the same time, if you just set your
own priorities and you don't have enough
11
:input from the business, you can quickly
find yourself irrelevant and you can
12
:potentially find yourself out of a job.
13
:So there's a conflict here
that needs to be resolved.
14
:And the best model that I've seen
for tackling this problem is what
15
:some people would call the product
management approach to managing
16
:MarTech or to managing your ops team.
17
:And this is where you effectively
treat your stack as an internal
18
:product and ops as a product
management team working on delivering.
19
:Features for internal customers today.
20
:We're joined by a marketing ops legend,
Josh Hill, who has put this into
21
:practice in an enterprise setting.
22
:And he's going to tell us about how you
implement this approach, what it means for
23
:prioritization, how you build the right
team to support it and a whole lot more,
24
:Josh, it's awesome to have you here today.
25
:Josh Hill: I'm glad to be here.
26
:Just it's a really interesting early
topic for marketing operations pros.
27
:And I think I'm still exploring it.
28
:So I appreciate that.
29
:You think I'm an expert at it.
30
:Justin Norris: I want to start with a
quick overview of your journey and before
31
:I throw that to you to give that to us, I
just want to give credit where credit is
32
:due and acknowledge kind of a big impact.
33
:I think that you've had on my
career, like in the very early days
34
:of marketing automation and the
nascent era of marketing operations.
35
:You were, I think, one of the first
people to recognize the opportunity
36
:of this discipline and establishing.
37
:Yourself as a thought leader, as an
expert with your early blog marketing
38
:rockstar guides and in particular just
diving into the Marketo community,
39
:when and it had a leaderboard.
40
:I think yours was the face at the
top of that leaderboard every day.
41
:You could see the investment you were
putting into just almost becoming.
42
:like the representation of that
community and it motivated me to dive
43
:in and to, reply more and to build
up my professional identity there.
44
:So, maybe you can talk a little bit or
touch on, what led you to do that, but I
45
:would just love to understand how you got
into this field and what you've done.
46
:Josh Hill: A lot of people say
something similar, and I'm glad that
47
:I had an impact on you and others with
answering lots and lots of questions.
48
:I think that helped me think through
the problems I was facing as well.
49
:Dive into the technology and how it could
actually be used to build experiences.
50
:How did I get into this?
51
:Well, you know, today, right?
52
:I build scalable GTM platforms and I
support the full customer lifecycle
53
:working with product marketing and sales.
54
:But that's not how it started, right?
55
:I was actually in sales working on.
56
:Selling information products,
which I thought about frequently.
57
:And then I moved into demand gen and I ran
events and ads and all sorts of things.
58
:And because I was process oriented
and technical, I took on this
59
:implementation of Marketo, right?
60
:I chose Marketo and went in pretty
deep and then became a consultant as
61
:you know, and answered lots and lots
of questions and took on larger and
62
:larger projects to the point where.
63
:I was working on RingCentral's team,
designing systems and teams to support
64
:their scale up from 300 million to 2
billion in revenue, working on next
65
:generation omnichannel capabilities,
radical improvements to speed to
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:lead, and campaign operations um,
and a lot more, but I was able to
67
:do that because I built up a team.
68
:That work, I'm working on little
projects at a time, answering questions
69
:people had on the community and kind of
thinking through, well, how would I solve
70
:that and realizing that many respects
a lot of these marketing automation
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:platforms and even Salesforce is a
workflow tool and you can make it do.
72
:Just about anything you want.
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:So knowing what it is you
want to do, building that as a
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:product, right, is important.
75
:You know, having an actual curiosity about
these things is also important as well.
76
:Justin Norris: Do you remember
like when you had this recognition
77
:that this was a field that you
could build a career around?
78
:Cause it seemed to me
in the beginning that.
79
:you had a lot of like demand gen people
buying Marketo and figuring out how to
80
:use it and kind of being like amateurs.
81
:And I don't mean that in a negative way,
but they were not Martech professionals.
82
:They were people in an adjacent
discipline who are using this
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:tool to do a particular job.
84
:And you again, in my mind, were the first
person who was like, wait a second, like
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:No, this is a professional discipline.
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:I can establish myself in this
way and treat it that way.
87
:Where did that recognition
come from for you?
88
:Or, where did that light bulb go off?
89
:Josh Hill: Yeah, I would say it
was A couple months after my first
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:implementation, and it was a funny, I
have a funny story about that, which I
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:actually don't share very often is I was
doing the project I was maybe, it was
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:live, maybe a couple weeks into seeing
auto responders go out right we never
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:had auto responders and I can manage them
and it was saving a huge amount of time.
94
:And I was seeing that other
people were getting traditional
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:marketing projects that I wasn't.
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:And I said, well, gee, you know, I
feel like maybe I'm in a backwater
97
:now, like I got sidelined because
I was working on this technology.
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:And I feel like, oh, now I'm in
this marketing operations backwater.
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:And that seems weird to say now, right?
100
:no one had coined marketing
operations, or at least I hadn't
101
:come across it at the time.
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:And after a couple of months departing
the company, I was like, huh.
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:You know, I really like doing that, right?
104
:Maybe I should make that my job, right?
105
:And I've seen more and more jobs
kind of coming up about, like, people
106
:needing DemandGen and Marketo because
a lot of those, like you said, people
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:were, DemandGen was buying Marketo, it
was buying Eloqua, and There were no
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:professional marketing operations folks,
at least for most of the B2B companies.
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:And because I had that technology
experience in my past, like where I
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:was a tech support, I ran sysadmin for
Linux boxes and all sorts of things.
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:I like that and I'm like, Oh,
I can take that approach and
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:apply it to this technology.
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:So it's.
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:more secure, more managed effectively.
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:What we might call marketing
operations, DevOps, or something like
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:that today and put some discipline
around it because no one else has that
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:kind of unique set of experiences.
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:Turned out some people
did, which is great.
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:But that's how it took
it to the next level.
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:but I want people to make
sure they understand, like.
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:IT style management of these
technologies is important.
122
:I think you should master that.
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:But that's not the same
as product management.
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:Justin Norris: And so
that's where we want to go.
125
:And just before we do, you touched a
little bit on the sort of scope and
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:scale of some of the teams that you led.
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:And I have a little bit of an inside.
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:View here is we actually collaborated
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:with myself as a consultant.
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:you were my client.
131
:So I had a bit of a window
into what you were doing.
132
:and it was a big operation that you
ran, particularly at ring central,
133
:which is where we work together.
134
:A big team, lots of
people, lots of complexity.
135
:it was huge.
136
:Can you just give a sense of like
the operation that you had there?
137
:Josh Hill: So my team grew into more
than 30 people around the world, four
138
:or five teams, depending on the quarter
we were talking about where I did
139
:follow, you know, Aidan Thanks approach
sort of naturally, but I became a
140
:little more aware of it later, right?
141
:And architecture system analysts.
142
:Not really programmers per se, but
people who knew enough to do low to
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:mid code kind of integration work and
would ask the important questions about
144
:scale and ensure that there was a lot
of cross functional and cross system.
145
:Work they would do things like BRDs.
146
:I mean everybody could but that's that
was more of their focus There was demand
147
:gen systems and campaigns there's a
front end development team and it was
148
:important to separate those because
At least at RingCentral, the motion
149
:and the systems are very different
for customers versus prospectors.
150
:How the campaigns were
thought of were different.
151
:So you really had to understand each
technology, each kind of data flow that
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:was going on, and they were different.
153
:and that was only half of the
marketing operations team.
154
:We had marketing data, we had
DevOps, and that had a whole
155
:other set of things going on.
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:We had project management and production
management, which was also very important.
157
:And, people talk about those things
as pillars, but I actually got the
158
:chance to practice it in real life
and build those things with the team
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:to support a large scale system.
160
:And that led me to thinking about, how
do you do this at a very large scale?
161
:you know, you were the person
introduced us to a lot of other
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:tools as well, so thank you for that.
163
:Justin Norris: Oh glad to have done it.
164
:So thinking then about this product
management approach, maybe just
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:a definition, like how do you
definitionally think about it?
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:what does it mean?
167
:And was it something that you applied?
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:Back then, or is it something kind
of just retrospectively looking back?
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:You're like this is the way that I would
do it if I was to build That work again.
170
:Josh Hill: I did.
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:And I did.
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:Right.
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:You know, when I think about products,
you know, I've been working with software
174
:building software or ecosystems for a
long time, and I would always think about,
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:okay, well, how does this product work?
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:How is it thinking about the world?
177
:And every product does have a point
of view, forget who talked about it.
178
:Maybe it was Scott Brinker.
179
:And, Marketo had a point of view
about how you handle B2B lead
180
:management, And how much of that
influences your choice as a process.
181
:But getting back to your question, right?
182
:I love thinking about how customer
service, how sales, how features,
183
:how other things work to integrate
into a product experience.
184
:I wanted to be a product
manager at one point.
185
:And, you know, on an amateur
level, as you put it, right?
186
:Like, I think about these
things daily, right?
187
:I would talk with Marketo.
188
:I think the product should
work this way, right?
189
:It's not solving my actual problem.
190
:How do I solve my actual
problem in the hope that they
191
:would put that on the roadmap?
192
:And sometimes they did, And what's
interesting is that when I started
193
:diving into understanding what a
product manager does, as it's defined,
194
:you know, in the software world,
pMs think about the same things
195
:that marketing ops pros think about.
196
:They're at this intersection of
business, customer experience approval
197
:processes, feature development,
BRDs, product requirement documents.
198
:So it's all of these things.
199
:The only other discipline that really
works on that is marketing operations
200
:or rev ops, or even to some degree
sales operations where all of these
201
:threads come together to build something
So with marketing operations, we're
202
:building typically products around like
an event experience or a lead flow.
203
:Experience or internal sales
product experience, right?
204
:So it can be a little bit different
because it's more internal typically,
205
:but we're always thinking about the
outside world and asking marketers.
206
:Hey, are you sure you want that form
that way and building frameworks to help?
207
:Get those requirements and those
experiences built, And this really didn't
208
:come up as a crystallized thought until
a VP brought it up from a very large
209
:organization, like super large and comes
by and he says, I want to bring in a
210
:product manager for marketing technology.
211
:We need strategy and.
212
:That was a little surprising
because I thought we had strategy.
213
:But it did get me thinking about,
okay, well, why is he saying this?
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:Right?
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:What is a product management
approach doing that's
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:different than what I'm doing?
217
:there are some differences, but
there are a lot of similarities.
218
:So over the last couple of years,
I've been researching that and kind of
219
:understanding, how are they different?
220
:How are they not?
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:Do they just talk differently?
222
:But it's doing the same thing?
223
:And largely, yes.
224
:If you ask ChatGPT or the internet, you
know, what does a product manager do?
225
:It's going to give you something
mild, like, well, it's responsible
226
:for developing and managing products.
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:Okay.
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:Marketing operations focuses on
executing marketing strategies and
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:optimizing marketing processes.
230
:not very helpful, and it's kind
of incomplete, but it's also true.
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:in many ways.
232
:It's a messaging question.
233
:So when I think about marketing
operations, we're often at the bleeding
234
:edge of a business of marketing,
making an experience come to life for
235
:a marketer for a customer, Whether it's
in campaign operations or architecture,
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:you're kind of trying to figure out
How does the rubber meet the road?
237
:And guess what?
238
:Product managers do the same
thing, but they don't talk
239
:about it exactly the same way.
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:Justin Norris: So is it about in
some cases just adopting a product
241
:management lexicon, like instead of
saying like, Hey, I have a request,
242
:say, all right, well, this is a feature
and I'm going to put it in my roadmap
243
:and we'll develop it in sprints.
244
:And, you know, just adopting
that terminology, or is there
245
:something more fundamental?
246
:At the root of how you think about
what you're doing that comes with
247
:the product management approach.
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:Josh Hill: You can do that.
249
:I suspect a lot of us
already are doing that.
250
:So what does a PM do, right?
251
:it's probably familiar to people who
are particularly marketing technology
252
:architects or more experienced pros
You're aligning experiences to the
253
:mission or the customer experience
you're enforcing product boundaries
254
:or against a strategy Are we going
to do something or not do something?
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:Right?
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:How do we treat?
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:Our customers, whether it's
internally or externally.
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:And sometimes you have to think about
both in marketing operations, right?
259
:I'm building a privacy product to capture
opt ins and help speak in compliance.
260
:How does that whole end to end
process work from the branded page and
261
:interaction that an actual customer or
non customer has down to how do we use it?
262
:Inside our internal systems, you know,
how do we get all the approvals for that?
263
:And we build products with customers
with engineers, We manage all the
264
:stakeholders involved from, you know, vps
your day to day stakeholders Whoever's
265
:asking for a feature, Someone comes
to me and says hey, I want To send
266
:gifts to our prospects or our customers
for some reason Yeah, we can bring in
267
:a vendor do that, but that workflow
that goes around it, that's a product,
268
:How we use that vendor is a product.
269
:And like you said, we do
build features, right?
270
:And that ideally is managed through a
process with business requirements doc, or
271
:if you're going to be a product manager,
it's a product requirement doc, They're
272
:not different, They all have user stories.
273
:They have jobs to be done.
274
:And some of us have borrowed from
Agile and product management.
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:Terminology to in our data to pay work.
276
:So you're probably already doing that.
277
:And I think it's really
important to do that.
278
:If you're going to do an RFP, if you're
creating a new workflow, which a workflow
279
:can be a product, you know, if you're
delivering specifications to engineers.
280
:You're creating wireframes
and experience workloads.
281
:You're doing UX and creative
on your team, right?
282
:I have a front end development team.
283
:What did we talk about a lot?
284
:The user experience, We had to build
wireframes for certain situations.
285
:You know, how do we create capabilities
for a marketer or for our customers
286
:or our users to do something, Did we
get the requirements right for that?
287
:Did we build a minimum viable product,
which a lot of us use that terminology?
288
:We do testing, UAT, launch
decision points, feedback loops.
289
:So you're already doing all these things.
290
:Now, there is a difference though.
291
:Product managers, marketing operations
folks, we are interdisciplinary.
292
:We're at this intersection of business,
marketing, demand gen, sales, user
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:experience, UI, front end development.
294
:We have to know the back end
pretty well or back end enough.
295
:maybe we know some SQL and some
Python, DNS, and email marketing.
296
:And that all goes into being
a product manager, right?
297
:Understanding the customer life cycle.
298
:Now where I'd say there are some
differences, not just in terminology,
299
:is Product managers sometimes say
that they're the CEO of a product.
300
:Sometimes they don't like
that, and that's a debate.
301
:But they are closer to
understanding the business impact.
302
:They're trying to build a business,
And they'll have core metrics, like
303
:a North Star metric or aha moments.
304
:And they're going to leverage product
data and telemetry and build that in.
305
:And understand how people interact
with the product and whether that
306
:feature is working delivering
whatever it is they want, Like more
307
:and more usage typically, right?
308
:Slack users inviting more
people from their organization
309
:or outside their organization?
310
:Marketing Ops doesn't
really do that typically.
311
:Now you might, if you're saying
like implementing You know,
312
:sales automation platform, right?
313
:Do people send out emails from it?
314
:Are they adopting it?
315
:And I've used that to help
manage the martech stack, right?
316
:If someone's not adopting a product
or something I built, maybe we
317
:should just continue it or change it.
318
:But we don't typically
think of it in that way.
319
:And that, to me, that's
the real difference.
320
:The monetization is the real
difference between the two functions.
321
:Justin Norris: Well, you just said
to me, it goes to the heart of
322
:the matter in terms of the role,
the function, the orientation
323
:that marketing ops should have.
324
:And I agree with you that we
typically don't do it as a discipline.
325
:Quite often we're getting these requests.
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:And even when we're delivering
them we're thinking about.
327
:what's the best way to
deliver this architecturally?
328
:Is it going to be robust?
329
:Is it going to be scalable?
330
:What role do you think
marketing ops should have?
331
:This is the big question for me in
assessing the potential impact of that
332
:request, like, Hey, I know you want to.
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:do chat bots that, you know, send AI
enabled text messages and, gift baskets
334
:whenever somebody does X, Y, Z, but
like, is this going to be a good idea?
335
:Is this going to be revenue impacting?
336
:In other words, should.
337
:Marketing ops, take some of that product
oriented mindset of like really looking at
338
:the revenue impact of what they're working
on and push back more against other teams.
339
:Josh Hill: so when we think about
pushing back It can be done in
340
:different ways in different situations.
341
:I would think more about that in first
thought, which is the ROI or the impact
342
:of the product you're going to build,
so we're whether someone's asking you
343
:to build something or has a good idea
or an idea about something, right?
344
:The first thing I want to do is
understand that business requirement
345
:and Understand the complete workflow
and experience they're trying to give
346
:either the internal person or the
internal person and the customer,
347
:whether the customers pay it or not.
348
:And elicit that out and get it into
workflow or wireframe, something that we
349
:can kind of be more tangible and reactive
then understand, okay, well, if we did
350
:these things, what's The goal here, right?
351
:Do we want someone to fill out a form?
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:Okay.
353
:What does that mean for us?
354
:Exactly.
355
:They're going to register for an event.
356
:And that's, you know, an
obvious pipeline generation.
357
:Is it going to reduce costs
greatly because we automated
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:something for us or our customers?
359
:Are we going to enable growth that
could not be done before, like with
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:a click to calendar solution, right?
361
:Where supposedly will reduce
friction in the meeting process.
362
:Increase our number of meetings that
we get per day, and therefore that
363
:should be to an expected revenue.
364
:That's a lot higher, And that's the
kind of question you need to really ask,
365
:especially when you're prioritizing work
is I need an ROI metric in order to have
366
:a conversation and to show you where this
project is going to live in the queue.
367
:I always love working on win back products
because there was a clear connection
368
:between what I did and the revenue.
369
:If you're going to create a chatbot,
which is another one of my favorites
370
:is that typically doesn't have a
connection between building the
371
:product and delivering revenue because
you're getting someone to sales or
372
:getting someone to customer service.
373
:And increase an MPS score or getting an
upsell opportunity, whatever that is.
374
:And I built those products, And in many
ways, it was managed like a product,
375
:even if we didn't talk about it that way.
376
:But there are other things like, oh,
you know, building a CDP or, you know,
377
:we're going to create a process that's
going to reduce costs or something.
378
:You have to really think
through the implication of that
379
:build to the business, right?
380
:So theoretically, a CDP could create
some self service opportunities,
381
:although that I think is overblown.
382
:It could unify enough of our data
and identifiers to better personalize
383
:the product experience or the
website so that Theoretically, at
384
:least that will increase the number
of conversions through the funnel.
385
:And that has an impact on revenue.
386
:So you can definitely tie it back,
but you need to think through that.
387
:And like you said, that hasn't
always been an obvious thing
388
:for marketing operations to do.
389
:But as I talked about in a couple of
presentations, I did on building a
390
:business case, you do have to do that.
391
:And that's where the pushback happens is
you have to ensure that your stakeholders
392
:are helping you build that business case.
393
:typically Moss is not the business
owner, We might be the technical
394
:owner, but if you don't have a
business partner who is on the hook for
395
:delivering dollars from something you
build, then you're just building stuff.
396
:Maybe it gets used.
397
:Maybe it works.
398
:Maybe it doesn't.
399
:You should never have tools
that don't have a business owner
400
:Justin Norris: And
401
:about that relationship between, mops
and the teams we support in my little
402
:intro I kind of presented a straw man
vision of, you know, a few different ways
403
:that relationship could be structured.
404
:They were based on reality though.
405
:I think a lot of the teams.
406
:Do find themselves in a position
where they're getting handed a
407
:list of priorities and like, here's
the things we need you to do.
408
:Here's the tools we want you to implement.
409
:that's not a great place to be, not
just for ops, but it's not good for
410
:the business because there isn't any of
that pushback and I think on the flip
411
:side, and I've seen this more in an
enterprise setting, maybe you have two
412
:where you have a team that's built such
a huge kind of a moat around themselves.
413
:But everything is just like, no, or,
Oh, it'll be on the roadmap in a year.
414
:And they just seem completely
unresponsive to needs of the business.
415
:I think I, I've seen this probably
more with CRM teams than with
416
:marketing ops teams, but sorry to
417
:say that CRM teams and at that point
you end up with like shadow it or
418
:people hiring their own, external
consultants ,how do you think about
419
:the types of approaches that are out
there and how to move from one polarity
420
:or the other towards this, what I would
think of as a more balanced approach,
421
:you know, where it's more of a true
partnership delivering on business
422
:outcomes versus a power struggle.
423
:Josh Hill: Well, ideally,
that's, the leadership.
424
:Saying the right thing, And I've seen
this too, in many organizations, right?
425
:Where you get the hippo or what I call the
VP stomp, where you got to do something.
426
:no explanation, no discussion, no, review
of, best options to achieve that goal.
427
:Maybe not even a discussion of what
that goal really is, in some case.
428
:there was someone who posted Something
with that thought the other day on
429
:LinkedIn where they were very much like,
Mops is the saying no to me and they were
430
:very upset about this And I really wanted
to push back on that person because I it
431
:felt like every conversation with someone
who hasn't taken the time to explain what
432
:they want to achieve It's like, I didn't
say no, I'm thinking about your problem.
433
:And that often gets interpreted
as no, because I didn't do
434
:it in the last five minutes.
435
:these things don't happen
in five minutes, usually.
436
:Or even 30 minutes, and it really depends
what it is you're trying to achieve.
437
:And that's what, you know, I built
the journey doc process for the
438
:business requirements doc process.
439
:It feels slow to people
who just want it now.
440
:And the reason that process exists is
to ensure we're actually delivering
441
:what you want and what you really want
and understanding that so that we don't
442
:show up with a product or a hack that
actually didn't deliver anything because
443
:that has definitely happened before,
or everyone misunderstands each other.
444
:It's a way to.
445
:Avoid misunderstandings and any product
manager will have the same problem, Where
446
:they get ideas from customers, or they're
trying to solve a customer problem.
447
:They build a purity and they're trying
to explain it to the engineers who
448
:are already working on their road
map, or they have their own ideas.
449
:And that's fine, or they might have
a better way of solving it, but is it
450
:actually solving the customer problem?
451
:Or is it how they think
about the customer problem?
452
:And then you get conflicts
in the prioritization.
453
:And that's really what, one of the
things I actually kind of learned very
454
:clearly from product management interview
videos is you always have to connect
455
:back what you're doing to the strategy
of the company and the product, you
456
:know, it feels a little business Casey.
457
:Which is fine, but it
makes a good point, right?
458
:Like, if we're loading a product at,
let's just say, Emails 10 million people
459
:a day to try to get them to respond.
460
:But our whole strategy and customer
branding is about being nice
461
:to people and treating people
well, for whatever reason, right?
462
:I'm just kind of making
up a business strategy.
463
:And we have that branding, but we
don't treat people that way, right?
464
:We're going to have a big
mismatch in how people.
465
:Perceive us, and we're probably
going to hurt our brand and product
466
:manager, marketing ops professional
with some experience is going to
467
:often say like, Hey, this doesn't
feel brand aligned, Are you sure
468
:you want to treat people this way?
469
:Are you sure that image you're
giving us is not brand aligned?
470
:Because we see everything that comes
through the queue, and we're going
471
:to push it back to creative or ask
you to get a different approval.
472
:And those processes exist to protect
us in the company from making it.
473
:A big mistake.
474
:But, we could build anything you want.
475
:It's just, is that really the best
thing to do for us for the customer?
476
:when I think about product management,
when I think about the CRM team, when
477
:I think about marketing ops does the
CRM team, the enterprise applications
478
:teams They get into difficult situations
because if they pull out the Jenga
479
:piece, it can break critical processes.
480
:And especially if you're a public company,
you have SOX compliance, you have impact
481
:to street numbers, you cannot do that,
You do not break things like that.
482
:I mean, I've seen people ask for a
field where, for whatever reason,
483
:the CRM team just does it and 10,
000 ops get deleted or get closed
484
:out without proper procedures.
485
:And then everything blows up in
the emergency slack channels.
486
:And I'm not saying that happened
to any particular company, but
487
:I've seen and heard things, right?
488
:Well, that's because a process got
bypassed, So when I built an SMS product,
489
:and my architect did the hard work,
so I give her credit for that one.
490
:We designed everything out.
491
:How do we treat people?
492
:When should this happen in the process?
493
:How do we do an MVP so we don't just
spam everybody who could get an SMS?
494
:How do we even know if this
person has a cell phone, if
495
:this is a cell phone number?
496
:Did we run this by the privacy
team who actually had a lot
497
:of good advice about that?
498
:And then we could launch it and test it.
499
:And, oh, by the way, we came up against
regulatory issues and maybe we can't
500
:do the SMS product for a while because
we have to get certain other approvals.
501
:Right.
502
:And the environment changed product
teams, product managers come against
503
:the same problem all the time.
504
:So I don't like it when people say,
Oh, that team is saying no, it's
505
:they're trying to protect themselves
because they got burned or the
506
:company is going to get burned.
507
:So it's up to escalation process to
prioritization should be and try to,
508
:as some people would say, breakthrough.
509
:But I would say it's more about.
510
:If you need to escalate something,
to me that tells us that there are
511
:conflicting priorities, again, across
the silos, but they're also not a clear
512
:understanding of the strategy that
could help us build a rubric or an ROI
513
:metric around should we be doing this
514
:Justin Norris: when you think about
that difficult conversation that you're
515
:describing, you know, the stakeholder
that feels you're saying no, you're trying
516
:to understand, you know, the job of the
product manager, broadly speaking, is
517
:to solve for the needs of the customer,
you could say, in this context, who is
518
:your customer, is it the end customer
that you're trying to sell to and serve?
519
:And so you're looking at it through
is what we're trying to do here.
520
:Serving that person or is the
customer, the internal stakeholder
521
:who you're saying, you know, as long
as I deliver the needs for them and
522
:they get what they want, whether it
ultimately serves the needs of that
523
:end customer, you know, is up to them.
524
:And I, I've heard arguments and I can
see pros and cons of both points of view.
525
:I'm curious where you
land on that question.
526
:Josh Hill: Well it depends right?
527
:Like, what are we building, right?
528
:So if I'm building
self-service segmentation tool.
529
:That's typically an internal product I
don't have to worry or think through a lot
530
:of the customer impacts other than maybe
like ensuring that we have certain privacy
531
:rules around it or communication limits.
532
:For example, I have to worry about
did I understand the goal and is
533
:it actually going to deliver that?
534
:And is it easy to use?
535
:Is that one of the requirements?
536
:Or do you need a sequel?
537
:I would assume in a self service
situation you would want to have right
538
:As little code as possible in order
for a natural understanding of how
539
:someone would think about a segmentation
and how to enable them to do it.
540
:And you might have an MVP and you
might build out additional things.
541
:And I've done that.
542
:And the more difficult conversations tend
to be someone wants it now and didn't
543
:talk to you ahead of time and think
through their entire process and you try
544
:to bring them through the requirements
process just to really understand
545
:what are we trying to achieve, right?
546
:Get them to explain themselves.
547
:And they don't always love that.
548
:But sometimes people.
549
:Warm up to the process, especially if you
deliver and other times it's been okay.
550
:This is an internal and an external
impact, I always think of events or
551
:privacy in that sense, because they often
have internal processes and procedures.
552
:That we need to build out for and
there's customer experience impacts.
553
:So we don't have certain privacy
operationalized that could impact
554
:the customer in negative ways, or as
well as the company in negative ways.
555
:And people don't love it when you bring
up potential hurdles, but these are all
556
:things we can just make decisions on.
557
:These aren't inherently hurdles unless you
want to do something that's just illegal.
558
:okay, you want to build a CDP.
559
:Here's what it's going to take.
560
:We can either stop doing these things,
or we can hire an agency or hire a
561
:team to get it started or launched.
562
:Do we have the right
business case for that?
563
:And working with them.
564
:And I've had great partnerships with
many stakeholders about building that
565
:business case to be effective and either
making a decision like, yeah, That's
566
:probably not going to have an ROI.
567
:Maybe we should forget about that.
568
:Or yeah, this does have a great
ROI and it's going to pass all of
569
:our IT procurement and financial
teams with flying colors.
570
:Justin Norris: That ROI question,
can be troubling because I think CDP
571
:or self service segmentation project
that you described is a good example.
572
:You could have a model project in the
sense that you work with your stakeholder,
573
:you define their requirements, you
deliver it, it works well, it's scalable.
574
:And then the other question is, as
a result of having that capability,
575
:were they actually able to send better
communications that produced more revenue?
576
:So it's like the project was
successful on one side, but then
577
:did it ultimately meet its goal?
578
:The goal that the marketer had.
579
:Do you need to care about that?
580
:Or is there a certain size at scale of
company at which point the separation of
581
:powers is such that you just can't really.
582
:Have that conversation
effectively anymore.
583
:Josh Hill: yes.
584
:So one of the things I had in my
presentation I talked about is I
585
:can make a growth estimate, right?
586
:Having a meeting tool is going
to likely get us 25 percent more
587
:meetings and that'll justify the
cost of this tool and implementation.
588
:And ideally, you've built in a process
and a set of metrics and you've captured
589
:that data so that in a month, two months,
six months from now, you can actually
590
:compare before and after and say, yep,
we achieved that or Nope, we didn't.
591
:And ideally, you can make a harder call
and say, okay, well, we didn't achieve the
592
:goal, but it's still paying for itself.
593
:Okay, let's investigate
how we can increase it.
594
:Or it's completely not doing anything.
595
:Do we cancel it?
596
:The sales squeal about it.
597
:Can we just keep it there?
598
:That's a little squishier goal.
599
:I tend to be a little harsher and say
like, well, I didn't achieve the goal.
600
:Maybe we should stop spending money on it.
601
:And I've done that.
602
:we had a potentially great idea.
603
:It's been a lot of time building
it out with the vendor and
604
:they use 15 percent of it.
605
:And I asked the stakeholders,
did this change anything?
606
:Did you achieve your adoption
goal because of this product?
607
:And they said, nope, which is great.
608
:Sometimes they don't
admit those things, right?
609
:They don't want to say
that they were wrong.
610
:But data doesn't lie,
which is nice, usually.
611
:So I said, okay, well,
we're going to cancel it.
612
:And you know what happened?
613
:It turned out we could have built the same
thing with VelocityScript if we had just
614
:Thought about it a little harder instead
of rushing into it, that's where, You do
615
:have to kind of push back a little bit and
think like what options do I really have?
616
:And could I have built an MVP for free
rather than putting, you know, huge
617
:amount of effort and direct dollars into
this I've also had other products where
618
:we did the segmentation thing and It
wasn't really for hyper segmentation.
619
:Oh, that's a favorite topic of mine.
620
:It was just to try to speed the marketer
to be at the keyboard and say, okay, how
621
:many people can I get for this invitation?
622
:For example instead of waiting for
three or four days for a SQL expert
623
:data engineer to do this because
of the various complexities and
624
:it didn't really get adopted and
probably had two or three versions of
625
:that built because of poor adoption.
626
:we could debate what that was, but at
some point, we kind of just stopped
627
:maintaining the product, and that's
why we have the RDs and ROI analysis
628
:to try to figure out, is this really
worth the effort and following
629
:up on that process to understand,
did we actually achieve that goal?
630
:And sometimes you do,
I mean, which is great,
631
:Justin Norris: hopefully
more often than not.
632
:Josh Hill: Ideally.
633
:Yeah.
634
:Justin Norris: so you're constantly
making these sorts of decisions,
635
:but they don't happen in a vacuum.
636
:Ideally with a product, you have a
roadmap, a longer term plan, how long that
637
:can be, typically depending on the size of
the company and how fast or slow it moves.
638
:How do you think about that
process of building a roadmap?
639
:I know sometimes when I sit down with
a blank page, you can be overwhelmed by
640
:the different possibilities and all the
different things you could be doing.
641
:So how do you.
642
:bring structure to that
643
:Josh Hill: Well, roadmapping is
also a product management technique
644
:as well as an IT technique.
645
:And it's very much the
same former of mops.
646
:It's very much the same for a product
or an enterprise apps team, right?
647
:What's the strategy of the org?
648
:And that should determine your priorities
and generally your methodology.
649
:if that's not communicated effectively,
then that's going to create a lot
650
:more conflicts across the organization
because you don't have a rubric,
651
:you don't have an ROI base to make
comparisons without escalation, And
652
:you want to have ROI prioritization
so you minimize the impact of a HIPPO.
653
:And, of course, your feelings, Interview
stakeholders and certainly bring your
654
:own opinions Look at the marketplace.
655
:Look at the strategy of the larger company
and the other and your competitors.
656
:Ideally, right?
657
:What are they doing?
658
:Are they seeing success?
659
:And do that gap analysis of your
capabilities versus where you think you
660
:want to go and where the marketers and
sales team thinks they want to go, And
661
:map that back to your goals, your timing.
662
:And then, of course,
always outcomes, right?
663
:Are we getting an ROI?
664
:And when are those milestones?
665
:And when should we
actually achieve that ROI?
666
:And of course, you know,
is that cost reduction?
667
:Is that a revenue gain?
668
:What's that total cost of ownership?
669
:Really kind of think through
all those pieces, right?
670
:If we're going to build a CVP, do we have
all of our other data ducks in a row?
671
:And what would that cost us?
672
:And what would that help us achieve?
673
:so if your overall strategy is we're going
to have omni channel personalization.
674
:You're going to make different decisions
in your roadmap to achieve that.
675
:If you're doing a PLG motion,
you're going to have different
676
:decisions and milestones.
677
:If you're doing PLG plus SLG, you'll
have different tools and different
678
:needs and different capabilities.
679
:Justin Norris: very tactically.
680
:How do you communicate
what the roadmap is?
681
:Do you have, Google slide deck?
682
:Do you have a wiki page?
683
:Cause I find that's a big area of
either concern or stress or frustration
684
:for stakeholders when they want
something, but you're saying not
685
:right now, but then they're like,
well, where does it sit in there?
686
:Like they kind of want.
687
:This visibility.
688
:How do you provide that?
689
:Josh Hill: It's about knowing
your audience, You know, the
690
:technical schematic is generally
for you and the IT team.
691
:I wouldn't show that to
anyone typically outside.
692
:You know, your roadmap could also be
missing something they asked for, and
693
:you could show them the roadmap and say,
if you want this in the next six months,
694
:which is usually how long XYZ would
take, we have to change the roadmap.
695
:And this is how we're
gonna, how we could do that.
696
:I think educating marketers
and salespeople about those
697
:capabilities is really important.
698
:If you're not doing that every
quarter, they tend to forget and
699
:then they go off and buy something.
700
:And you're like, well, I could have
done that for you in 10 minutes.
701
:Why did you go off and buy something?
702
:Oh, we didn't know.
703
:Too late.
704
:But you did know because
it's on the wiki page.
705
:Well, they don't know that.
706
:They're not going to go look at that.
707
:Right?
708
:That's why, you know, procurement
processes are important to try to
709
:catch them before they go too far.
710
:Yeah, I mean, a wiki page can
help, a spreadsheet can help.
711
:Ideally, it's some sort of slider visual
that explains capabilities possibly
712
:against the funnel or customer lifecycle.
713
:I've tried different versions of that.
714
:I don't think there's any one
solution that works for every
715
:company in all situations.
716
:There was a really great set of slides
and I don't think I downloaded it, but
717
:someone posted on LinkedIn and one of
those little click things that slide
718
:through that you can't really download.
719
:And they were explaining
how the PLGmotion can work.
720
:And it was kind of a very simple
set of steps and it was in a multi
721
:slide version, which I thought
was actually kind of helpful.
722
:I'm a little bit curious.
723
:The motion.
724
:And then here are increasingly detailed
views of the kind of tool you would need
725
:to enable that part of the motion and that
messaging, adding a sales motion to it.
726
:You know, where does
your product fit into it?
727
:It doesn't have to describe your every
database and our data flow, but it
728
:kind of generally described the motion.
729
:And I thought that was
actually pretty helpful and was
730
:probably digestible by most.
731
:Senior leaders, but any
sort of capability guy.
732
:I had a lot of different views as
well as a giant deck it was part
733
:of our marketing enablement effort.
734
:And it you know, we had a wiki and
we had an image, but I also had, you
735
:know, 200 slides explaining every tool
we had and who used it, who owned it,
736
:who, why it was being used, what it
could do Theoretically you could search
737
:that, did anybody really do that?
738
:I don't know.
739
:But it was a more helpful guide for my
team because it showed everything and
740
:not just my team, but all the other
teams that we worked with, you could see
741
:the whole ecosystem and capabilities.
742
:So I don't have a good answer for you.
743
:That's going to be the silver bullet.
744
:Justin Norris: No, I don't
think it's universal.
745
:But it's yeah, having that something
with the right level of detail that is
746
:accessible that gives people what they
want, but that doesn't become you know, a
747
:homework assignment in and of itself that
Sucks a lot of oxygen out of the room.
748
:Josh Hill: You know, if we're gonna
bring it back to product management
749
:for a moment, like these things
are always living documents, right?
750
:And you can reprioritize depending
on your stakeholders, your customers,
751
:the changes in the marketplace, right?
752
:Like if AI wasn't on your roadmap a
year ago, it probably is now, right?
753
:And, you know, engineers are also
going to push back on aspects of it
754
:or offer their own advice that might
impact how you want to think through
755
:the order in which things get done.
756
:Or might make it simpler for you to
achieve certain things if you kind
757
:of walk through the specifications
and they can give you feedback
758
:on the best way to achieve that.
759
:And you might.
760
:Keep that as a living document, but it's
really up to you as the product manager
761
:of your, go to market platform to keep
that in front of engineers and your team,
762
:stakeholders, as well as executives.
763
:And I know that's hard
because I've done that.
764
:And it's hard because you're doing all
these other things they asked me to do.
765
:You're trying to actually
execute on the roadmap.
766
:So do you have time to flash
it up every now and then?
767
:Say, hey, this is what we achieved.
768
:This is where we're going.
769
:This is what has changed.
770
:But you do have to do it
as a senior MOPS leader
771
:Justin Norris: I saw a scenario recently
where something broke, you know, that
772
:you would consider to be pretty vital to
the business and it had a product impact
773
:or product input was required to fix it.
774
:And yet even.
775
:With that happening you know, it
wasn't like the product team just
776
:jumped on that and said, yeah, we're
going to drop everything and fix that.
777
:It said we need to review this against
all our priorities and then we need to
778
:arbitrate what's going to take precedence.
779
:And I thought that was an impressive
display of cool headedness and
780
:rationality because yep, I know that
there's a fire there, but actually
781
:there's already three fires over
here or there's a water leak here.
782
:And like, We still need to always
have that assessment and they had,
783
:obviously, through long experience,
the courage of their convictions
784
:and the sort of fortitude to stick
to that process, even though something
785
:really significant had gone wrong.
786
:I don't often see mobs teams have that
same kind of fortitude and courage of
787
:their convictions, I guess, in those
situations, like, okay, great, like
788
:that you want to do this, or this is
broken, like, here's all the other things
789
:how do you think we cultivate that?
790
:Is it just sort of rewiring?
791
:Our brains, or how else can we do that?
792
:Josh Hill: Yeah, right.
793
:ultimately you can only control
your own actions and reactions.
794
:So you're right.
795
:Whoever said that was very much in
control of themselves and very confident
796
:in Their position and process and
that does need to be cultivated and
797
:having a good coach, a good executive
leader on your side can help that
798
:having clear incident processes and
documentation can help build that motion.
799
:Just because you know, you're
following the triage process
800
:or the prioritization process.
801
:And that's why it's also again
important to have a ROI based approach
802
:to prioritization that matches your
company strategy because you can
803
:always point and say, well, you guys
agreed that we're going to do this.
804
:Rankly is based on ROI, and your ROI
is here, and these other projects
805
:are up here, so I'm going to do those
first, that takes discipline on your
806
:part, But it also takes discipline
on the part of the executives.
807
:they need to be clear about the ROI,
about the priorities of the business.
808
:They need to have that discussion
together and not in silos.
809
:And that takes discipline on their part.
810
:And if that's not happening,
for some reason, and they're
811
:stomping their feet you know,
that's where you escalate, right?
812
:Or You know, get everybody on a
phone call and say, Hey, look, we've
813
:got this conflict about priorities.
814
:X, Y, Z.
815
:So they wanted this.
816
:This is where it falls into the process.
817
:These other things are a
lower priority right now.
818
:if you want to change that's fine.
819
:Let's figure it out now before
we get too far, whether that's
820
:a fire or it's a project.
821
:And I Again, that's a personal
thing that somebody has to really
822
:build into their leadership team.
823
:Justin Norris: so maybe just final
thoughts, wrapping up this topic.
824
:Let's say somebody is not in this
product management mode right now.
825
:Their team has a sort of different
posture in relation to their stakeholders,
826
:but they want to make this transition.
827
:What are like kind of the simple first,
second and third things they can do to
828
:start to make this evolution a reality?
829
:Josh Hill: think first recognition
is to think that, especially if
830
:you've been doing mops for a while.
831
:You're probably doing half of the
thing as a product manager does,
832
:but you're just not thinking that
you're doing product management.
833
:So that's 1 thing.
834
:You can just say, hey,
I'm a product manager now.
835
:And then that will get you into a
learning mode to say, okay, well,
836
:what else does a product manager do?
837
:And, you know, there's a couple of things.
838
:That you're doing today, So you're
doing things like pain points and
839
:requirement gathering, you're building
features, whether that's a event
840
:in a box program template or entire
chat workflow or whatever, right?
841
:You might have some goals and metrics.
842
:You might have some feedback loops
already with your stakeholders,
843
:Are they adopting this product?
844
:Is a customer using it?
845
:Is it generating revenue?
846
:Is it tied to revenue?
847
:So you're doing maybe like
three or four out of the eight.
848
:Core thing to add as you grow is
to say, okay, well, you might want
849
:to look at using a framework to
validate and prioritize, Whether
850
:it's an ROI framework or a larger
view of the business, And what's
851
:that strategy the business is taking?
852
:What business are you actually in?
853
:Do you understand the
business owners metrics?
854
:Do you understand the potential
market scope of your opportunity in
855
:the larger scale business, right?
856
:Whatever that is, right?
857
:Do you fully understand the target
market, the buying teams, the ICPs,
858
:and does your database validate those?
859
:Are you close to monetization?
860
:And you don't have to be necessarily,
but you know, if you own a chat product
861
:or you're building out certain things
that impact revenue in some way, like
862
:certain kinds of campaigns or workflows
make sure you know that number.
863
:Talk about that number, Going back
was easy for me to prioritize it.
864
:I love that example because I could
call up The person requested it.
865
:And I said, what's your revenue
change from the time before and after?
866
:And they would tell me and we love
building for them because they always
867
:told us how well we were doing.
868
:But don't just make it depend on them.
869
:Right?
870
:Build that into your process.
871
:Understand the goal of the product itself.
872
:What is the aha moment?
873
:That the product manager of
your product is building and do
874
:you have it in your database?
875
:Are you working on projects related to it?
876
:Should you be maybe you should
be can you have that conversation
877
:with the customer lifecycle team?
878
:Or the product manager of the business
that you're in and that will help you
879
:Obviously better align with the business
and your business stakeholders a lot of
880
:people talk about this on linkedin But The
product management discipline is typically
881
:closer to a business, and the more you
can talk about the business, as they
882
:always say, right, the more executives
will be aligned with you, or you'll be
883
:aligned with the executives, and the
more they'll view you not an operations
884
:function that's there to serve them.
885
:They'll view you as that partner,
and you won't get flamed on LinkedIn
886
:by people who claim you're not
paying attention to their needs.
887
:Because you actually are.
888
:Because you understand the
business that they're actually
889
:in and you're supporting it.
890
:Justin Norris: That's a
great note to end on Josh.
891
:I want to thank you for joining me
today and, the knowledge and support
892
:you've shared kind of with the community
at large and with me personally over
893
:the years, I'm really grateful for
894
:Josh Hill: Always glad to do it, Justin.
895
:Thank you for having me.