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10
 secrets to

Metrics-Based Coaching
Presented at #DF13 By:
Mike Volpe
Chief Marketing Officer
HubSpot
@mvolpe

Mark Roberge 
Chief Revenue Officer
HubSpot
@markroberge
All about HubSpot
HubSpot’s marketing software helps 10,000 companies in
56 countries attract more leads and convert them into
customers with marketing people love.
§  650 employees with 200 in sales and 60 in marketing
§  $75-80m revenue in 2013 growing ~50% annually
§  Hiring 50-75 people per quarter
§  Using Work.com in sales and marketing
§  Continuous feedback, monthly goal tracking
§  Formal review process including 360 reviews
Secret #1
Align Coaching and Management Style to Culture

click to tweet
Humans are Changing…
Humans are Changing…
Humans are Changing…
…Has Your Culture and Management Changed?
HubSpot Culture
•  Flat & entrepreneurial

•  Data-driven
•  Transparent
•  Open office w/ random
desk shuffles
•  One policy: “Use good
judgment.”
•  See http://slidesha.re/IitLXz
The HubSpot Organization Chart
INFLUENCE
The HubSpot Organization Chart
How Volpe Manages the HubSpot Marketing Team
•  Team structure based on buying process stages and personas
•  Agile marketing process
•  Monthly cadence
•  Monthly reporting & goal setting
•  Marketing “board meeting” for team feedback
•  Frequent awards and feedback – weekly and monthly
Volpe’s Management Philosophy
•  Goals: Clearly explain to people the outcomes and results we
want and why we need them for the business
•  Hiring: Hire the right people, get rid of the wrong people
•  Mentoring: Mentor people by offering advice, context and
perspective
•  Management: Get out of the way, never tell anyone what to
do, let them surprise you
Secret #2
Align Team’s to the Buyer’s Journey

click to tweet
HubSpot Marketing Team Organization

Product
Marketing

Top of Funnel

CMO
Middle of
Funnel

Brand and Buzz
Seating Based on Buyer Persona
Services

Sales
Marketing
Secret #3
Manage by Metrics: Track Results, Not Activity

click to tweet
Focus on Outcomes = Manage by Metrics 
Top of Funnel

Middle of
Funnel

Product
Marketing

Brand and
Buzz

Results / Metrics
•  Website visitors
•  New contacts
generated

Results / Metrics
•  Revenue pipeline $
•  Sales goal %

Results / Metrics
•  Sales test scores
•  % sales selling
various features
•  User testing

Results / Metrics
•  PR hits
•  Event attendance
and survey feedback

Activity
•  Blog articles
•  Ebooks & webinars
•  Social engagement
•  Other content

Activity
•  Lead nurturing
•  Lead scoring
•  Sales coordination

Activity
•  Product content
•  Sales and other
product training

Activity
•  Events
•  PR pitches
•  Videos & graphics
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
Team decides
on activities
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
Team decides
on activities

Team executes
on activities
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
Team decides
on activities

Team reports on
metrics / activity

Team executes
on activities
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
CMO / Mgmt
Feedback

Team reports on
metrics / activity

Team decides
on activities

Team executes
on activities
Monthly Cadence Focused on Outcomes
Goals for month
set by CMO
CMO / Mgmt
Feedback

Team reports on
metrics / activity

Team decides
on activities

Team executes
on activities
Secret #4
Use “Speed Bumps” to Ensure Recognition

click to tweet
“

What have you done for me lately.




”

- Janet Jackson
Frequent Motivation and Recognition
Weekly “Golden Unicorn” Award

Monthly “Champions Dinner” Award
Frequent Feedback
Secret #5
Track Progress Daily and Publicly

click to tweet
Use the Goal as Motivation
Track Progress to Goals in Real Time
Track Progress to Goals in Real Time
10 Secrets to Metrics Driven Coaching
React to the Alarms to Make Sure You Hit Goals
React to the Alarms to Make Sure You Hit Goals
Create new offers
§ 

Ebooks, webinars, etc.

Publish more
§ 

Blog posts, videos, presentations

Promote more
§ 

Email and social promotion of new
offers

Increase paid ads
§ 

PPC on Google, Facebook, LinkedIn,
Twitter
Secret #6
Incorporate Metrics Into Every Stage of
Scaling Your Sales Team
click to tweet
Roberg’s mission as a sales executive:
MISSION

Predictable, scalable revenue growth
Roberg’s mission as a sales executive:
MISSION

Predictable, scalable revenue growth

STRATEGY

If I can …
1.  Hire the same type of successful sales person
2.  Train the sales people in the same way
3.  Provide each sales person with the same quantity and quality of leads
4.  Have the sales people work the leads using the same process
5.  Develop leaders to execute the process
… then I will achieve my goal.
Secret #7
Hold the Entire Sales Organization
Accountable to a Metrics-driven Coaching
Model From the Top
click to tweet
Hold Sales Team Accountable to Effective Coaching
1ST DAY OF MONTH

MORNING

AFTERNOON

2ND DAY OF MONTH
Hold Sales Team Accountable to Effective Coaching
1ST DAY OF MONTH

2ND DAY OF MONTH

MORNING

AFTERNOON

VP Meets with Director
Ø  Review Skill/Development
Plans for each sales person
Hold Sales Team Accountable to Effective Coaching
1ST DAY OF MONTH

MORNING

AFTERNOON

2ND DAY OF MONTH
Director Meets with Manager
Ø  Review Skill/Development
Plans for each sales person

VP Meets with Director
Ø  Review Skill/Development
Plans for each sales person
Hold Sales Team Accountable to Effective Coaching
1ST DAY OF MONTH

Director Meets with Manager
Ø  Review Skill/Development
Plans for each sales person

MORNING

AFTERNOON

2ND DAY OF MONTH

Manager Meets with Sales Person
Ø  Discuss qualitative performance
Ø  Review individual metrics
Ø  Co-Create Skill/Development Plan

VP Meets with Director
Ø  Review Skill/Development
Plans for each sales person
Hold Sales Team Accountable to Effective Coaching
1ST DAY OF MONTH

MORNING

AFTERNOON

2ND DAY OF MONTH

Sales Person / Manager Independent
Reviews
Ø  Think through qualitative performance
Ø  Review individual metrics
Ø  Think about Skill/Development Plan

Director Meets with Manager
Ø  Review Skill/Development
Plans for each sales person

Manager Meets with Sales Person
Ø  Discuss qualitative performance
Ø  Review individual metrics
Ø  Co-Create Skill/Development Plan

VP Meets with Director
Ø  Review Skill/Development
Plans for each sales person
Secret #8
Use Metrics to Diagnose the Priority Skill
Development for Each Sales Person
click to tweet
Diagnose the Skill Issue: Start at the Top

Each Color
Represents a
Different Sales
Rep

* Data has been altered from actual HubSpot data for the purposes of this Dreamforce presentation.
Diagnose: Prospecting Issues
Causes of Prospecting Issues
Ø  Over-investment in unqualified
opportunities
Ø  Time management issues
Ø  Lack of personal goals
Ø  Call reluctance

Each Color
Represents a
Different Sales
Rep

* Data has been altered from actual HubSpot data for the purposes of this presentation
Development: Overcoming Activity Motivation Issues

* Data has been altered from actual
HubSpot data for the purposes of this
presentation

49
Diagnose: Conversion to Opportunity Issues

Causes of Opportunity Issues
Ø  Prospecting depth
Ø  Prospecting personalization
Ø  Building trust on the connect

Each Color
Represents a
Different Sales
Rep

* Data has been altered from actual HubSpot data for the purposes of this presentation
Development: Overcoming Personalization Issues
Research

Monitor and React

Inbound Prospecting Approach

360 View of a Lead’s Engagement with Your Company
Development: Overcoming Personalization Issues
Research

Monitor and React

Inbound Prospecting Approach

Social Media

Website

Email
Development: Overcoming Personalization Issues
Research

Monitor and React

Ø  Lead with buyer-context, not elevator pitch
Ø  Build on your messages
Ø  Alter your call times

Inbound Prospecting Approach

Ø  Always “break up”
LTV / COCA

Development: Overcoming Call Depth Issues

Attempt #
Diagnose: Conversion to Customer Issues

Causes of Close Rate Issues
Ø  Developing trusted advisor status
Ø  Developing sense of urgency
Ø  Getting beyond surface pain
Ø  Reaching the authority
Each Color
Represents a
Different Sales
Rep

* Data has been altered from actual HubSpot data for the purposes of this presentation
Development: Overcoming Trust Development Issues

A lways
Be
C losing

ALWAYS
BE
HELPING
Secret #9
Seek More Clarity by Peeling Back the Onion with
More Metrics
click to tweet
“Peal Back the Onion” on Metrics for More Insight
Lead-Worked-to-Connect Ratio

Connect-to-Demo Ratio

* Data has been altered from actual HubSpot data for the purposes of this presentation
Secret #10
Co-create the Coaching Plan With the Sales Person

click to tweet
Co-Creating the Skill/Development Plan

ONE-ON-ONE AGENDA
Ø Self assess qualitative performance
Ø Self assess quantitative performance
Ø Agree on a skill to work on – prefer one
Ø Co-create a development plan
Ø Schedule the plan
Related Content for Further Reading
How to Build a Modern Marketing Team Kit: http://bitly.com/17uLV2f
Netflix Culture Deck: (5.8m views): http://slidesha.re/1aTYZep
HubSpot Culture Deck: (1 million views): http://slidesha.re/IitLXz
Mike Volpe’s Marketing Metrics Deck: http://bit.ly/MVmetrics
Motivation: “Drive” by Daniel Pink
Free Tool: See Who Opens Your Emails 
We’d like to thank you for viewing
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10 Secrets to Metrics Driven Coaching

  • 2. Presented at #DF13 By: Mike Volpe Chief Marketing Officer HubSpot @mvolpe Mark Roberge Chief Revenue Officer HubSpot @markroberge
  • 3. All about HubSpot HubSpot’s marketing software helps 10,000 companies in 56 countries attract more leads and convert them into customers with marketing people love. §  650 employees with 200 in sales and 60 in marketing §  $75-80m revenue in 2013 growing ~50% annually §  Hiring 50-75 people per quarter §  Using Work.com in sales and marketing §  Continuous feedback, monthly goal tracking §  Formal review process including 360 reviews
  • 4. Secret #1 Align Coaching and Management Style to Culture click to tweet
  • 8. …Has Your Culture and Management Changed?
  • 9. HubSpot Culture •  Flat & entrepreneurial •  Data-driven •  Transparent •  Open office w/ random desk shuffles •  One policy: “Use good judgment.” •  See http://slidesha.re/IitLXz
  • 12. How Volpe Manages the HubSpot Marketing Team •  Team structure based on buying process stages and personas •  Agile marketing process •  Monthly cadence •  Monthly reporting & goal setting •  Marketing “board meeting” for team feedback •  Frequent awards and feedback – weekly and monthly
  • 13. Volpe’s Management Philosophy •  Goals: Clearly explain to people the outcomes and results we want and why we need them for the business •  Hiring: Hire the right people, get rid of the wrong people •  Mentoring: Mentor people by offering advice, context and perspective •  Management: Get out of the way, never tell anyone what to do, let them surprise you
  • 14. Secret #2 Align Team’s to the Buyer’s Journey click to tweet
  • 15. HubSpot Marketing Team Organization Product Marketing Top of Funnel CMO Middle of Funnel Brand and Buzz
  • 16. Seating Based on Buyer Persona Services Sales Marketing
  • 17. Secret #3 Manage by Metrics: Track Results, Not Activity click to tweet
  • 18. Focus on Outcomes = Manage by Metrics Top of Funnel Middle of Funnel Product Marketing Brand and Buzz Results / Metrics •  Website visitors •  New contacts generated Results / Metrics •  Revenue pipeline $ •  Sales goal % Results / Metrics •  Sales test scores •  % sales selling various features •  User testing Results / Metrics •  PR hits •  Event attendance and survey feedback Activity •  Blog articles •  Ebooks & webinars •  Social engagement •  Other content Activity •  Lead nurturing •  Lead scoring •  Sales coordination Activity •  Product content •  Sales and other product training Activity •  Events •  PR pitches •  Videos & graphics
  • 19. Monthly Cadence Focused on Outcomes Goals for month set by CMO
  • 20. Monthly Cadence Focused on Outcomes Goals for month set by CMO Team decides on activities
  • 21. Monthly Cadence Focused on Outcomes Goals for month set by CMO Team decides on activities Team executes on activities
  • 22. Monthly Cadence Focused on Outcomes Goals for month set by CMO Team decides on activities Team reports on metrics / activity Team executes on activities
  • 23. Monthly Cadence Focused on Outcomes Goals for month set by CMO CMO / Mgmt Feedback Team reports on metrics / activity Team decides on activities Team executes on activities
  • 24. Monthly Cadence Focused on Outcomes Goals for month set by CMO CMO / Mgmt Feedback Team reports on metrics / activity Team decides on activities Team executes on activities
  • 25. Secret #4 Use “Speed Bumps” to Ensure Recognition click to tweet
  • 26. “ What have you done for me lately. ” - Janet Jackson
  • 27. Frequent Motivation and Recognition Weekly “Golden Unicorn” Award Monthly “Champions Dinner” Award
  • 29. Secret #5 Track Progress Daily and Publicly click to tweet
  • 30. Use the Goal as Motivation
  • 31. Track Progress to Goals in Real Time
  • 32. Track Progress to Goals in Real Time
  • 34. React to the Alarms to Make Sure You Hit Goals
  • 35. React to the Alarms to Make Sure You Hit Goals Create new offers §  Ebooks, webinars, etc. Publish more §  Blog posts, videos, presentations Promote more §  Email and social promotion of new offers Increase paid ads §  PPC on Google, Facebook, LinkedIn, Twitter
  • 36. Secret #6 Incorporate Metrics Into Every Stage of Scaling Your Sales Team click to tweet
  • 37. Roberg’s mission as a sales executive: MISSION Predictable, scalable revenue growth
  • 38. Roberg’s mission as a sales executive: MISSION Predictable, scalable revenue growth STRATEGY If I can … 1.  Hire the same type of successful sales person 2.  Train the sales people in the same way 3.  Provide each sales person with the same quantity and quality of leads 4.  Have the sales people work the leads using the same process 5.  Develop leaders to execute the process … then I will achieve my goal.
  • 39. Secret #7 Hold the Entire Sales Organization Accountable to a Metrics-driven Coaching Model From the Top click to tweet
  • 40. Hold Sales Team Accountable to Effective Coaching 1ST DAY OF MONTH MORNING AFTERNOON 2ND DAY OF MONTH
  • 41. Hold Sales Team Accountable to Effective Coaching 1ST DAY OF MONTH 2ND DAY OF MONTH MORNING AFTERNOON VP Meets with Director Ø  Review Skill/Development Plans for each sales person
  • 42. Hold Sales Team Accountable to Effective Coaching 1ST DAY OF MONTH MORNING AFTERNOON 2ND DAY OF MONTH Director Meets with Manager Ø  Review Skill/Development Plans for each sales person VP Meets with Director Ø  Review Skill/Development Plans for each sales person
  • 43. Hold Sales Team Accountable to Effective Coaching 1ST DAY OF MONTH Director Meets with Manager Ø  Review Skill/Development Plans for each sales person MORNING AFTERNOON 2ND DAY OF MONTH Manager Meets with Sales Person Ø  Discuss qualitative performance Ø  Review individual metrics Ø  Co-Create Skill/Development Plan VP Meets with Director Ø  Review Skill/Development Plans for each sales person
  • 44. Hold Sales Team Accountable to Effective Coaching 1ST DAY OF MONTH MORNING AFTERNOON 2ND DAY OF MONTH Sales Person / Manager Independent Reviews Ø  Think through qualitative performance Ø  Review individual metrics Ø  Think about Skill/Development Plan Director Meets with Manager Ø  Review Skill/Development Plans for each sales person Manager Meets with Sales Person Ø  Discuss qualitative performance Ø  Review individual metrics Ø  Co-Create Skill/Development Plan VP Meets with Director Ø  Review Skill/Development Plans for each sales person
  • 45. Secret #8 Use Metrics to Diagnose the Priority Skill Development for Each Sales Person click to tweet
  • 46. Diagnose the Skill Issue: Start at the Top Each Color Represents a Different Sales Rep * Data has been altered from actual HubSpot data for the purposes of this Dreamforce presentation.
  • 47. Diagnose: Prospecting Issues Causes of Prospecting Issues Ø  Over-investment in unqualified opportunities Ø  Time management issues Ø  Lack of personal goals Ø  Call reluctance Each Color Represents a Different Sales Rep * Data has been altered from actual HubSpot data for the purposes of this presentation
  • 48. Development: Overcoming Activity Motivation Issues * Data has been altered from actual HubSpot data for the purposes of this presentation 49
  • 49. Diagnose: Conversion to Opportunity Issues Causes of Opportunity Issues Ø  Prospecting depth Ø  Prospecting personalization Ø  Building trust on the connect Each Color Represents a Different Sales Rep * Data has been altered from actual HubSpot data for the purposes of this presentation
  • 50. Development: Overcoming Personalization Issues Research Monitor and React Inbound Prospecting Approach 360 View of a Lead’s Engagement with Your Company
  • 51. Development: Overcoming Personalization Issues Research Monitor and React Inbound Prospecting Approach Social Media Website Email
  • 52. Development: Overcoming Personalization Issues Research Monitor and React Ø  Lead with buyer-context, not elevator pitch Ø  Build on your messages Ø  Alter your call times Inbound Prospecting Approach Ø  Always “break up”
  • 53. LTV / COCA Development: Overcoming Call Depth Issues Attempt #
  • 54. Diagnose: Conversion to Customer Issues Causes of Close Rate Issues Ø  Developing trusted advisor status Ø  Developing sense of urgency Ø  Getting beyond surface pain Ø  Reaching the authority Each Color Represents a Different Sales Rep * Data has been altered from actual HubSpot data for the purposes of this presentation
  • 55. Development: Overcoming Trust Development Issues A lways Be C losing ALWAYS BE HELPING
  • 56. Secret #9 Seek More Clarity by Peeling Back the Onion with More Metrics click to tweet
  • 57. “Peal Back the Onion” on Metrics for More Insight Lead-Worked-to-Connect Ratio Connect-to-Demo Ratio * Data has been altered from actual HubSpot data for the purposes of this presentation
  • 58. Secret #10 Co-create the Coaching Plan With the Sales Person click to tweet
  • 59. Co-Creating the Skill/Development Plan ONE-ON-ONE AGENDA Ø Self assess qualitative performance Ø Self assess quantitative performance Ø Agree on a skill to work on – prefer one Ø Co-create a development plan Ø Schedule the plan
  • 60. Related Content for Further Reading How to Build a Modern Marketing Team Kit: http://bitly.com/17uLV2f Netflix Culture Deck: (5.8m views): http://slidesha.re/1aTYZep HubSpot Culture Deck: (1 million views): http://slidesha.re/IitLXz Mike Volpe’s Marketing Metrics Deck: http://bit.ly/MVmetrics Motivation: “Drive” by Daniel Pink
  • 61. Free Tool: See Who Opens Your Emails We’d like to thank you for viewing our presentation by sharing our latest free sales tool. Signals allows you to track email opens and clicks directly from Gmail, Outlook, and Salesforce. Get Signals for Free Now