#194: Drive | How to Say No to Your CEO with Natalie Marcotullio, Head of Growth and Operations at Navattic
18 Nov 2024 · 39 min
This is a podcast episode titled '#194: Drive | How to Say No to Your CEO with Natalie Marcotullio, Head of Growth and Operations at Navattic' recorded in November 2024. The episode features a live session from the Drive conference in Vermont, where Natalie Marcotullio shares her framework and practical advice on how marketing leaders can effectively say no to their CEOs and leadership teams. The discussion includes multiple speakers such as Matt Carnevale and Peter Kazanjy, with conversational exchanges about marketing strategies, leadership challenges, and internal company dynamics.
This episode is brought to you by Zttle. We're halfway through 2025 and one thing's clear. We've been feeling this firsthand for sure. Events continue to be one of the highest performing marketing channels. Niche meetups, conferences, curated dinners, networking, breakfasts, everyone's all in. Everyone's leaning into in person. Events have become a core part of our playbook here at Exit 5. So far we've hosted two virtual sessions. We do them twice a month. We do one large virtual event, sometimes two a year. One in person meetup. And we're deep in the trenches right now planning drive, our annual conference coming back to Vermont in September. We use Zuttle to help us run a smarter event strategy. They help us with driving, registrations, managing invites, automating, communications, reminders, analytics, tracking. They do it all. They have a salesforce integration that also makes it easy and simple to report on pipeline and revenue from events without having to pull an op. So you'd know exactly how your events performed. On top of that, the differentiator with ZTTL is how their team is insanely good at supporting us. They always go above and beyond for us and that's how we've been able to keep the momentum going with 12 events this year already and just a small little team here at exit 5. So if events are a part of your marketing strategy like they are ours, you should check out Zuttle to see how Companies like Zillow, CrowdStrike and Iterable are using the top event platform for business events in 2025. Head over to zuttle.com exit5. That's z-u- dash dash l.com exit5 to learn more.
One, two, three, four. Exit. Exit.
Hey, it's me, Dave. So this is a special episode.
This was a session that we recorded live at drive, our first ever in.
Person event which was early September in Burlington, Vermont. It was incredible.
We had 200 people there. The NPS after the event was 88. We're going to do it again this year.
Don't worry, I know there's a lot.
Of FOMO out there. For those of you that didn't make it, we're going to do it again September 2025. But we have all of the recordings right here for you on the Exit 5 podcast.
Now this is just the audio. If you want the full video and see the slides and everything that is available exclusively in our community.
Not on YouTube, not on the Internet.
Nowhere else except inside of Exit 5 in the community.
Join 4400members join exit5.com. And you can see all the content. Okay, let's get into this session from Drive.
She's head of growth at Novotic. And we thought this would be a great little session to compliment Peters because we just heard about the role of cmo. Natalie is going to talk about how to say no to your CEO and leadership team, which I have found my personal experience, I think a lot based on Peter's. Like, so much of the success as a marketing leader is managing the rest of the company internally, especially working with the CEO. And now that all these damn CEOs have read the stupid Founder Mode essay, like, that's been my joke all week, anytime I've done anything. I brought pizza for the team last night and I was like, hashtag Founder Mode. I dropped off all the boxes yesterday. I sent a picture. Dan. I said founder Mode. So, Natalie, thank you for coming. I'm excited to have you. You're up.
My name is no. My son is no. My number is no. You need to let it go. You need to let it go. Play it. This is part of the journey. Okay. Thanks so much for coming out today. And I do feel a little bad because Peter just gave this great speech on how to be like a really good leader. And I'm going to talk about how to say no to your leadership team. So I'm sorry for all the CMOs and leaders out there. This whole talk is. And maybe when you're a leader, you still have to say no. But how to say no to you. Okay. Yep. How to say no to your CEO and leadership team. I'm going to give a lot of examples specifically to your CEO. Because I'm at a startup, I directly report to my CEO. I. A lot of this can apply to any marketing leader that you have. Okay, so starting with agenda, mostly because I feel like this is kind of a vague talk about how to say no. And I didn't want anyone thinking this was going to be a talk about prioritization. This is not how to do okrs. I promise you. I actually have frameworks and ways to say no and communication styles that go just beyond. Hey, boss, this is what we said we're going to work on. And then they have a crazy idea and ignore it anyways. I have a framework that I'm going to go in depth, kind of like a rule book for how to say no and how to align your marketing. Then I go to a three step process that I use all the time. You don't have to use all three steps, but super helpful if all that's too overwhelming. I have some really quick tips that if you implement tomorrow, I promise it'll help you. Say no more. Okay, so who am I? I usually see this slide that talks about all your successes, how great you are, why you should be doing this talk. I want to talk about my failures. So all on this slide is everything that I've done wrong, all the times in my career I've overstepped, overdone it, because I really am giving this talk because of my failures. A lot of times I've overworking myself over promising, just doing way too much at once. I've been basically a solo marketer for about six years now at startups. So a lot of doing things on my own and a lot of learnings along the way of overdoing it. So I wanted to communicate like, okay, this is why I'm giving this, because I don't want everyone else to have to go through this. If you're a solo marketer or just. I feel like everyone's on our staff right now. Thanks. Thank you for that. It's like group therapy. If you get nothing out of this talk. This slide is group therapy. That's what this talk is. And I feel like this is something that I kind of reflected back at my last startup and why I felt like I had to leave it and why I wanted to do something different at Novattic. And I think that's something every marketer is probably related to, but. I started my first marketing career as a senior in college. I. I was working part time at a startup. I then led the marketing department the next year out of college. So safe to say I knew nothing about marketing. I took some Google Analytics classes and Google Ads, but I really didn't know much. But I knew I could work pretty hard. I was a college athlete. I put that in the last slide. I knew I could Google some stuff and I knew if I googled enough stuff and did enough things that something had to work out right. So I did a lot of stuff. And then about a year in, I was like, okay, I'm doing a lot of stuff. I'm feeling good, but it's not fully working. I'm doing the blogs and the newsletters and the ads, but I'm not really driving leads and pipeline. So I said, I don't know anything. I must not know what the correct things are to do. So I guess I'll just add some more stuff. But I can't take away the old stuff because you can't stop the emails and the newsletters and the ads. So then you're doing the old stuff on top of the new stuff, and then you're just doing a lot of stuff. And about two years into my job, I remember when I was at a desk and back when we had desks, this was in person. And just from the moment I would get to work, from the moment I'd end, suddenly, I'd just be kind of on the edge of a panic attack. Anyone else been there when you're just like, all day? Yeah, yeah. On the edge of a panic attack. Pretty nervous, like I was right before the speech, you know, just like kind of shaky. And it feels like just an adrenaline jump on you all day. And every time you look at the clock, you're suddenly behind. There's more to do, there's more to do, there's more to do. And I leave the day just feeling absolutely exhausted because as humans, we are not supposed to work in a state of fight or flight, basically for 10, 12 hours straight. And that's when the work started to slip, because you can't be creative when you're in that state. You can't think of new ideas. You're just copying what everyone else is doing. And then that's when we go back to step one of I must not be good at my job. Nothing is working, so the only thing I can rely on is working harder. And it just keeps going and going and going. So when I left my last startup and joined Novattic, I said, I'm going to do it a little differently. I'm going to stop the spiral once and for all. I will not have it again. And for the most part, I have. There are some days. But what I wanted to do was develop a framework. I don't know if I fully came up with this idea of a framework. I probably stole it from something else. But I really wanted to come up with this idea of what is a rulebook that I can always have, so that when I think about what should I be working on, I can't just layer on tasks. It has to fit into this framework or else it does not get prioritized. It's not in the tasks. So before I give away what our framework is, I want to tell you why framework's important. So step number one, this is the most magical thing, is that suddenly you are not the decision maker behind what is a good or bad marketing idea. Suddenly you don't have to make every single decision of should we do this or not? My CEO told me that he vets ideas in his head through this framework before saying them to me. Think about that. Take a moment to imagine, if only. Thank you. Half the ideas that you got got vetted already. I was shocked when he told me that I didn't even know he was doing it. So that's the first thing. Two is one thing I don't like about marketing is this idea that some people know good marketing and some people know bad marketing. And really what's good for me might be better for someone else or might not work for someone else. So I really don't like this idea that as the marketer, we're often the ones who have to decide is this a good idea or not. So this kind of eliminates this concept of good or bad. It's just purely. Does it fit into the framework? Yes, no. And then finally it even just helps me prioritize. I still get so tempted by like, ooh, flashy campaign idea that we could do, or software I could buy or agency I could work with. Even day to day. It helps me say, this is what we do, this is what we don't. So our framework is this concept of unique and valuable. Again, I probably stole this from someone else. Feel free to steal it or come up with your own. I think the most important thing with the framework is that it should connect to your brand, mission, goal, reason, whatever you want to call it. And so it makes sure that you're always aligned with what's most important with the company. So to give our example, I promise I'm not going to do the whole pitch, but our mission is to make B2B buying easier. So when thinking about our framework, I wanted to think about, okay, why is B2B buying usually bad or not easy? And a lot of times it's a lot the same. Because as I talk about, in the stress spiral, when you're stressed and doing too much, you just end up copying what you see. I have been 100% guilty of that. And then two, usually you're just talking about yourself because you feel like you have to scream about yourself to get leads so people pay attention to you. So usually it's a lot of the same and just talking about your own company. So when I joined Novattic, I said, I want to make sure our marketing is unique so it stands out. It's not going to be just copying what other people do and then valuable. Let's always think about how it helps our audience versus talking about us. I'll give some practical examples of what this means. So I'm going To start, I'm not roasting anyone who's done this because we have done this. Everyone here has probably done this at some point. Is posting on G2 when you win a G2 badge? Awesome. We're posting on LinkedIn. I realized though after I did it that it really does not fit in this unique and valuable framework. One, everyone's done it, including us, so it's not unique. And then two, it's not really helping your audiences at the end of the day with their career to see that you won that badge. I know a few of you are going to argue like, okay, but if they're making a buying decision, it helps to see that we have this badge 100%. It's not helping them in their day to day career to see you have that badge. And that's kind of the cutoff versus in like one moment. Does it help? Okay. And then a good example. And I did not just put up this to brag, even though I am going to brag a little bit because I am proud of this. It took me two and a half years at Novattic to come up with a newsletter. Two and a half years, which that's what I'm most proud of. Not the newsletter. Because there are so many good marketing newsletters out there. There's the Exit 5 newsletter, for example. And I just could not think of another newsletter to add onto it. And I couldn't just add another newsletter to the world and email more people and fill their inboxes when I didn't have something new to say. So first I was trying to think about how can we make it valuable to our audience. And in the spring, we put out a report with Chili Piper. It was all about the top 100 SaaS companies, are they buyer friendly or not. And we got a lot of feedback from that report saying, hey, this report's great, but I really want examples. I want tangible websites that are really good to follow. So that was step number one for my newsletter. It's like, okay, I can send people examples. Then step number two was the unique part. And so I don't know about anyone else, but I am a serial skimmer. For the life of me, I cannot read anything anymore. I just skim. So all these great long newsletters with so much value, I catch myself just skimming. So I want to challenge myself to make a newsletter that's totally skimmable friendly, mostly skimming, and then links out to more information if you want to learn more. In this case, we want to dog food on product. So I actually show someone this website example versus just them telling them through an interactive demo. So that's our framework. Now, you've seen examples of it in action. I'm sure you're wondering, but does anyone actually use this at Novattic? Do people actually think about this? And so I did have to get my CEO's approval to give this talk. I'm sure a few people were wondering, what did Natalie's CEO think about this? He did approve it. He agrees with this whole framework idea. And so I actually made him give me a quote about the framework. And what I love about this is that one, he says, our current marketing strategies, I know they're going to be really well done because we're not doing too much at once. And then two, it's not a not never, it's just not right now. And the newsletter was such a good example of that. I could have done a newsletter when I first joined Novattic. I probably should have, but it would have been me copying what I've seen because I didn't have a unique idea. By waiting, I was able to come up with something unique. And this is my favorite thing he said was that by having this framework, it makes sure that we don't just do all the things that he assumed we had to do. And that's the problem. When you don't have a rulebook or framework or a way you do your marketing. Your CEO is going to get ideas from your competitors, from all those great SaaS companies that they constantly send you screenshots from of their LinkedIn posts. We all know those brands that your CEOs love to follow. So if you don't give them something, that's what they're going to think marketing is. And they're just going to keep thinking, okay, we can do this and this and this. But now you have a simple way to explain them. One, okay, this is exactly what we're going to focus on. We're not going to get distracted by all those other things that you just assume we have to do. And just one more quick example. If you don't believe this framework works, this is an actual Slack I got from another member of my leadership team. And again, I'm not roasting anything here. Honestly, this was a very fun idea, and if I was a more fun marketer, I'd probably go for it. But he even said itself like, hey, this might be a bad idea. I know it's a little bit off brand. What if we did a cheeky campaign while connecting our value? Props to spooky characters. And again, there's something there. I even said around Halloween that could be pretty fun. But I made it pretty clear that we typically don't do that. More fun, silly marketing, which no problem if that's what you do, that's just not in our framework. And he totally understood. He was like, you're right, it's off brand. And I didn't have to insult his idea. I didn't have to say oh, that's horrible. Why would you think about that? I didn't have to turn someone down who took time to be creative and share an idea. I could just explain it's not in the framework. So framework, this is step number one. I'm going to be honest, the framework maybe gets you 50% of the way. They are saying no. There are still going to be times when your CEO comes with you with random ideas and maybe justifies why they're in your framework for you. So what we have next is the three step process to say no. And in this step process I do have actual examples. You're going to see slacks, things from my notion doc with my CEO. They don't fit perfectly, but I just try to show okay, here's how you actually communicate a lot of these steps.
Today's episode is brought to you by Ahrefs. You probably know Ahrefs as an SEO tool, right? I've been using Ahrefs personally for over a decade to see how we rank and see what's driving traffic to our site. Content marketing has always been a big part of the playbook. I use their product at Drift at Privy and now we're using it at exit 5. But over that time, Ahrefs has evolved a lot and they're not actually just an SEO tool anymore. They're a full on marketing platform built for marketers like you and me who want to grow traffic, understand our audiences and make smarter business decisions in the AI search world. Their marketing intelligence lets you see what's driving traffic to your site, to your competitors. Understand top performing content, paid keywords, backlinks, and you can even understand how much or your organic traffic would be worth. Put a actual dollar amount to all that organic traffic that you're driving. They've also Got Tools for AI Powered Content and Keyword Research, 24. 7 Site Monitoring, Real Time analytics, backlink tracking, brand mentions, you name it, you can do it all in one place. With Ahrefs, it's really a marketer's dream. If you're a marketing nerd like myself, one of the coolest features in my opinion is their new Brand Radar tool, which allows you to explore what people and AI says about your brand, topic or niche. You can do this to do amazing research to help understand what's actually happening in AI Search today and just what the conversations are online about your brand. Plus, you can try their free analytics tool to show you how many visitors you're getting from AI search like ChatGPT or Perplexity. And look, as a firsthand user of this, so much easier to use than something like Google Analytics. I love it. We use it on our site. I've used it for Exit 5 and we just found out that over the past 30 days we've got 105 visitors to Exit 5 from AI search. 95% of that was from ChatGPT, 5% of that was from Perplexity. But it's really cool to understand and this is the way that search is going and shifting. So Ahrefs not just an SEO tool anymore. It's a legit marketing platform for anyone serious about growth in today's AI driven search world. If you do any type of content marketing at all, you got to go check them out. Go visit ahrefs.com that's a h r e f s.com today. Go check them out.
So step number one, this is pretty obvious. I'm sure a lot of you already do this, but it can be kind of uncomfortable sometimes just to ask someone like, hey, where did that idea come from? Why did you think of it? Or why is this important? Why is it a priority right now? That's one of my favorites. Why is this a priority right now? A good example I like to give is TikTok. I feel like we've all been told, hey, we should start a TikTok. And a good example of asking the why is, okay, why should we start a TikTok? And they're probably going to say something like, let's go viral. I want to go viral. I want everyone to know about us. Clearly you've all had this conversation already, but if you respond, okay, you know, I agree TikTok is a great way to go viral. Like first validate that what they're trying to accomplish will match the channel they're suggesting to make them feel good and not as like armed, then you can explain. But I thought our priority for this quarter was website conversion rate and redoing the website. So I don't see how adding a TikTok will improve website conversion rate. And oftentimes if you just explain all that, you're doing right now to accomplish a current goal, or if the goal that they're trying to get to, you're already accomplishing a different way. Like for example, if their goal is to go viral, you might already be starting a podcast. Sometimes they just don't realize what you're doing to accomplish that. And a lot of it is just asking that why? And then even asking, why is it priority right now? You can see in my Slack message here, I really like to ask, is there a reason for the urgent timeline? And oftentimes just asking that question. I remember after we talked about this, we pushed it back like two weeks because we realized it really wasn't urgent. It was just that my CEO was really excited about something so it felt urgent. One more quick example here. You're going to hear more about this one on one doc later. I also really like to have these conversations in person. So whenever my CEO throws a random idea at me, I almost always say, can we add this to the doc and talk about it later? But I always stress I'd love to hear where this idea came from and why is it a priority right now? I think that beyond just figuring out the idea, figuring out the why right now, because often it's not a priority right now. Okay, so let's say if it is a priority right now, then you move on to step number two, which is swap it out. And this is either swapping it out the actual idea or swapping out when you're going to do it. So similar to the TikTok example, if they're gung ho about starting this TikTok and like I said, you might also be working on a podcast, then you say, okay, great, I'm super excited about the TikTok idea. Obviously website right now is main priority. I can get to TikTok next quarter. But that might deprioritize the podcast. Is that still what we want? And sometimes just showing that it's not an and that's all you're trying to show is that you cannot just keep layering things on top of each other. It's an or situation. And getting that in their head helps them realize like, oh yeah, you are working on this big project right now. I probably can't ask you to do another one on top of it. Here's another example of even just a small ask sometimes this was updating something. We were playing around with the conversion forms on our websites. And even just something as simple as saying, hey, I can get this done next week. I know you're really excited about it by redoing this entirely would take a lot of work. If this is top priority, I can reprioritize it, but realistically it probably isn't even in just day to day tasks. I think sometimes just stating I can get this done X if you need to prioritize it, I can. But this is what will drop can really help. Just make sure that you're not just constantly saying yes, yes, yes, adding on top of and then another one here. I feel like we've all randomly had our CEO being like, what do you think about helping with X? And something as big as customer marketing, that's a whole department. So instead of just saying I love customer marketing, I'd be happy to help adding in something as I think through next quarter's priority. How much should this be? So you can always start planning ahead to how much you should prioritize, but making it clear it's not going to be something right now. Okay, we've all probably said this as a marketer, right? Let's experiment with it. I'm not committing to it, but I can commit to experimenting with it. And again, if you've done step number one, you should already know what your CEO is trying to validate. Trying to figure out, okay, what exactly can we test? And then rather than just doing it full fledged, you can just try a little piece of it. So again, with TikTok, for example, I don't know about anyone else, but if my CEO was like, you have to make a TikTok video once a week for your audience, I would cry, absolutely not. But what I could commit to is saying, okay, I'm going to find one micro influencer creator that we could work with that we know has a good audience, matches our audience. And let's test out with that one creator first before we spin up our own TikTok presence. And so you go, you test that out. The good news is if it works great, you validated it's worth putting the time into. If it does not work, then you have a real tangible example of why you don't think it's going to work versus this. You kind of like opinion fighting. All of this is trying to eliminate the concept of you just sharing opinions about what you think is more important and really get to the root of it. Here's a good example here. You can also use this as a way to say no if you've previously tried experiments. So this again had to do with trying to optimize the conversion page on our website. Our CEO threw out an idea of let's try another way to embed a form somewhere random. And I could point to, hey, we have done two experiments already for this. We have tried this already. We did not see increase of conversion rate. This is not also a big problem. Right now our website conversion rate is doing fine. I don't think we need to do another. And again, he totally understood because I could point to the data from the last two experiments we run saying this did not work. And then one other big part of experimenting is outlining success criteria. So then by the time the experiment comes back, you're not just fighting over, okay, did it work? Did it not work? And so this also gets used against you sometimes your CEO. Then when you say let's experiment will say let's outline success criteria. Here's an example from when we did public facing pricing, it worked. There's public facing pricing on our website now, but we wanted to make sure to get the whole company more okay with it aligned. Let's outline exactly what we're looking for with running this experiment and deciding to move forward or not. Okay, just to summarize the three step process. So first, as I talked about, ask the why and not just like why should we do this again? Really ask why is this urgent right now? Why is it priority? Often it's not. Again, it's just your CEO getting really excited about something, then you're going to swap it out. If it does really high priority, swap it out with another idea or simply just state the next time you can do it. I think there's a power in a lot of what I do is just rather than asking when should I get this done? Or just being like, okay, next quarter I can work on it because this quarter I'm working on X, Y and Z. And then finally, let's experiment with it. How can make sure if that you do have to do it. Right now your CEO is really excited that you can do it in a small way with limited budget and bandwidth. So it's not just taking over everything. Okay. If you've listened to the rest of this so far and you're thinking, Natalie, that sounds great, but it's kind of overwhelming. I don't really want to have to retalk about how I communicate with my CEO. I don't want to come up with a framework. I don't know if anyone's going to listen to it. You get nothing else out of this presentation. These next few quick tips anyone can implement, I promise they will make your life better. So first is calendar blocking. This is my Actual calendar. I live and die by it. And I'm not going to tell you to calendar block because then you have this perfect time to do work that no one's going to book over because they probably will. But calendar blocking is so important because you can actually visualize how busy you are so often with a to do list, right? It can just add up to do lists. When I use them, it just felt like that stacking, stacking, stacking one on top of another versus a calendar. I can see very clearly that I might not have time until next Friday to do something if someone asks me for it. So then I can go when someone requests something for me, I can go look at my calendar and see when I have availability. And what I also try to do, and I highly encourage is at the beginning of a quarter, at the beginning of every month, even at the beginning of every week, I go through and I pre block my calendar and I set aside these big blocks, like I think I have the one here for like strategic account work. I set aside these big blocks in advance that I know throughout the quarter. I have assigned myself time to get okrs and big projects done. And when someone asks me to do stuff, I keep that into account. I don't just add tasks on top of it. I will not schedule over those big block times because I know I need that time to accomplish the major priorities this quarter. Okay, then let's say someone asks you, okay, Natalie, let's do this. The next thing you're going to say is, when do you need that buy? Seems like a very simple statement, but I think we're really tempted sometimes when someone asks us to do something just to say, yes, I'll do that right away. Now that you have your calendar block, someone asks you now they can do this thing. You say, when do you need it by? And they might say, next week, you see, next Monday you have some time in that moment. I go and schedule a task in my calendar because I won't remember to do it if I don't. But then I know I have it done. And if I didn't ask them when they needed to buy, I'd maybe try to squeeze it in this week, but they said next week, so I can do it next Monday. I also find what really helps is if you do have reoccurring things you do. So for example, blog content planning for me, I plan out all of our blogs for the month. I do in depth outlines for them and I do that at the beginning of the month every month. So if someone gives me a blog idea at my company and I encourage it. I know sometimes we get crazy blog ideas all the time, but I do encourage my company to tell me blog ideas. I have that block at the beginning of the month. So rather than just saying yes, I'll get that blog to you right away. I just make it very clear. I do my blog content planning at the beginning of the month. So this won't be done until like mid August. I can prioritize it in the list of blogs, but I'm not going to get this right away. And people just know at this point that's the process. So they're not surprised when my answer is I do it at the beginning of the month. You'll get it at this point. Last thing, and I've shown some screenshots of this throughout, is creating an ongoing one on one doc with your CEO. I find this is so helpful for two reasons. One is that it really eliminates those one off slacks. I think we've all gotten those one off slacks. Emails, phone calls with random ideas that in the moment it's like the end of the day you're just like, I'm too tired to give you a reason to say no to this, so I'm just going to say yes. So he can put all his crazy or he can put all their crazy ideas in this one on one doc and then you can prepare your no. You don't have to think in the moment of an answer to say no. You can see it in advance. You can go through the three step process, you can compare it to the framework. And the nice thing is then you have a thing to say. You have data, you back up. It's not just in the moment again being caught. I think a great example for this, and we've probably all seen this before, is Google Ads. If anyone hasn't been pitched random Google Ads that we should rank for by someone on their team, good for you because I get it all the time and you want to say, okay, yes, I've already optimized all of our ads and tried every keyword possible and optimized our budget, but can't always say that. But when I know in advance I can point out. We have tried this and it has historically low conversion rates or volume rates. I can come with data prepared. So I'm not just rejecting my CEO's idea. I actually have rhyme and reason for it. So my last tip that I'm going to give is going to seem really strange for a talk all about saying no to your CEO. But sometimes you have to say yes. I know that sounds crazy, but there are some times that your CEO throws things at you, and you can tell he or she is very stressed about it. It's not like I'm just excited about it. It's just something that they're clearly ruminating. They are clearly having their own stress spiral on. So let's take the ads, for example. Maybe they want you to rank for a word that you do not think is important at all. But they had a meeting with their investor, and their investor said, I searched this word and you didn't show up. Now the CEO is thinking, oh, my God, we didn't show up for that word. So now our investor's losing faith in us. So now I'm not going to invest in us anymore. Then I'm going to lose all my money. I can't play my employees. They're going through their own stress spiral. So sometimes I can tell there are a few things that my CEO comes to me and just like, he's in his own shaky state. It's like, I don't maybe agree that I should prioritize this right now, but I'm going to. I'm just going to fix this for you. I'm going to get it done. Because as long as they trust you when you say yes to them, they'll also trust you when you can say no. Okay. That's all, Speedy.
Great job.
Thank you.
Isn't that the worst part about this job? Sometimes a CEO just gets to be like, we should rank for this keyword.
Yeah.
You're like, if only you knew how this worked. I thought they were great. Where's Dan? Is Dan in here still? If you want to also learn how to say no, he's excellent at it. Oh, we've worked together long enough now where he'll just now just be like, no.
You can just say it straight. That's when you know you've really mastered it. Yeah.
No, but this is great, and I think it's great to see how you work. Also, I love your little tasks. Like, that's how I put mine. It's like slides just. It says, do it with, like, 15 exclamation points. Because, you know you needed to do it, like, four days ago.
When I want to do something or know I need to, it's all caps. It's like, do it.
All right. Anybody have questions? You want to talk? Yeah. All right, cool.
Thanks.
Amazing presentation. I just wanted to ask you what was the craziest, weirdest ask that you've ever had that you've been pitched that you had to say no to.
Okay, this isn't that crazy, but like, it's really top of mind right now, so I'm just gonna use it. And I don't. Again, I don't even think this is a bad idea. Like, if I could think of a cool way to do this, I think this would be really fun. But One of my AES pitched that we do celebrity impersonators for a conference and they wear like Nevada shirts. But in my mind I'm just like, oh my God, what celebrity doesn't have some bad background? How can we find a celebrity that's perfectly everyone likes and no one will be offended by? So I had to politely tell her. I'm like, this is a really fun idea, but I have two other conferences going on right now. I can't prioritize this right now. That's a great question. I think it was a huge success. Okay, so I should have done it. I should have said yes. Martha Stewart impersonator at an HR conference. And everybody loved her. That's a good one. See, sometimes you should say yes.
I was a fan of yours before this. I'm a raving fan now. That was fantastic.
Thank you.
I'm curious, like, at what point in your career did you kind of have a realization, like, I have to get better at saying no. Like, I imagine you might have been like, kind of tired of saying yes all the time. Like, what clicked for you? So, like, other folks in the room can like, you know, start to adopt this as well?
I think two things I talked about that two year mark at my first startup, like there was an actual moment that I can remember why. Almost had a panic attack at my desk. And I just remember feeling like going to work every day was so hard. And honestly, part of it was we had a pretty toxic leader at one point and he left. And after he left, I was like, oh my God. Suddenly I don't feel this constant stress to do a million things, like, I can breathe again. So I think part of it was I would really want him to like me because he was toxic. I constantly prioritize his stuff and he wasn't even like my boss, but I prioritize his stuff over others. I think him leaving made me realize how much I just was saying yes to his stuff. And that's a moment where I was like, okay, I need to have my own. I almost just need to have my own guidelines and my own rules so that I can't just do what he says. Yeah.
Charlie Riley. Great job. Natalie, the last slide about saying yes, do you give context to why you understand? Like, that's a yes. Or do you just. Like you said, over time you're building trust. But do you give the rationale of what you understand? Like, you see what they see or do you just sort of, yeah, we're gonna do that. And then you just do what you need to do.
Yeah, sometimes I do try to communicate that, especially, like, how big of a thing it is, or saying like, okay, like, I understand that this was not on our priority list this quarter. Like, I wanna make sure that they know that this is not something that they can pull all the time, but it seems like something that's really important to you. And I probably will ask them, like, why is this so important? And then if we have hopefully a good conversation about it, I'll say, yes, I can get that done and prioritize that to relieve that off your mind. But I do try to make it clear that, like, I'm not going to say yes to everything. This is a special thing because you feel very stressed about it for X reason.
Joe Ray and fellow solo marketer and one of the biggest things I struggle with is getting my team to think in a marketing mindset actively. Whether they're meeting with a customer, whether they're just scrolling their LinkedIn feed and seeing something that might be a good idea, and get them thinking, hey, this might be a good thing. I should run through a marketing framework of, hey, is this an idea we could use? Is there anything you've done creatively with your team to kind of get them in the mindset, thinking of, hey, this is an idea I should bring to.
Natalie, I think just constantly reiterating the framework. And you can talk to my team member, Raman. He's here. So he can tell you, I do this a lot. But just anytime an idea comes, just practice out loud with them. Say, okay, and again, compliment it first for the thing it's trying to do. Because pitching creative ideas is so scary. So first compliment it and say, like, yes, that would be good at that thing. For that reason. I don't think it's unique for X reason. And honestly, I think a lot of times new team members just might not know. I've been in the industry at this point for a while. I've looked at LinkedIn so many times that, like, I can just tell when something's a little more different or not. So just explaining that to them, I think really helps. And you do it enough Times and they'll just start doing it on their own. But it took like a year or two into working with my CEO that he can self vet so it doesn't happen right away. Hey, Tim. Hi.
So I'd imagine you teach this to people that are going to be reporting into you. How does that play out as you built it? So you know the kind of tricks as they're trying to give you. Oh, here's the yes, no framework. Do you like fall into that trap or is that just like, oh, I'm the best.
I honestly get really proud. And again, you can ask Raman. I've probably done this before when he's explained to me like, hey, I'm really working on this. Can we reprioritize this? I get proud when people do it to me and I'm happy to see because I also want them. I don't want them burnt out either. I've seen what happens. It's going to be bad. So. And even my CEO will sometimes pitch me things and being like, it's unique and valuable, I'm like, oh gosh, he's caught on. So I try to just kind of re encourage that behavior and promote it versus getting like, being like, oh, you tricked me with my own thing, even. So, a fun tidbit. Brendan, I'm going to call you out. I shared these slides with some people beforehand. No, this is good. This is good. And originally I didn't have the unique examples, the screenshots, and so I shared it and Brendan very kindly was like, these slides are really valuable, they're really good. But anyone could have given this presentation. It's not unique because you don't really have specific examples. No, it was great. It was really helpful. No, it wasn't. But I would so much rather have heard that beforehand. And I was just like, oh my God, he used my framework against me and it was for the best. It turned out better. So I, I appreciate it. If I'm going to preach this, I have to kind of own it too.
I also feel like it can be a, like it's a slippery slope because I think oftentimes the CEO and founder like, has lots of good ideas and they started this company because they are a fountain of knowledge about in an area. And I've seen it go the other way where like I've worked with people that's like, nope, nope, nope, nope, nope, nope. We can't do anything. And oftentimes like the hard part is filtering through like the 50 annoying requests you get. The one really good one that you didn't think about. And so I like just like taking them all down. I think your idea of like not talking about it in Slack but like cool noted. Then you go to your list and the next time you have a one on one you're talking about some big issue on the team, you're just like, hey, remember that small website? And they're like forget about it. Like it just needs different context for later. That was really great, really helpful. Thank you, Natalie.
Exit.
Today's episode is also brought to you by Paramark. It's July 2nd half of the year is here and hey, before you know it, 2026 planning and everything's going to be. But let's be real, most teams are still guessing when it comes to what's actually working in marketing today, which channels to double down on, which campaigns are worth running again or not and what's just noise, what's actually contributing to pipeline and what's not. It's Messy. This is B2B marketing and that's exactly where Paramark comes in. Paramark is a marketing attribution platform that shows you what's working and what's not so you know exactly where to invest your next dollar. They use marketing mix modeling and incrementality testing to give you a full picture of performance across every channel t and region. And it's built by a marketer made for marketers. And right now they're hosting a special office hours on helping you with your second half of the year. Planning, forecasting and putting your best foot forward for the rest of this year and into 2026. It's not a sales pitch from them, but this is your chance to get real help from their experts that are at the intersection of marketing and planning. Bring your data, bring your questions, your roadmap and the Paramark team is going to help you figure out what's driving results, where to cut and where to invest moving forward. So stop guess and you can plan smarter right now with the team at Paramark. But you got to grab an office hour spot. I highly recommend doing this. Pranav is awesome. The rest of their team is great. They totally get this space. You should go check them out. Go to paramark.com officehours that's paramark.com office hours.
More from Dave
Influencer Marketing, Podcasting Strategy, and Brand Driving Demand with Jess Cook (VP Marketing at Vector)
How to Use AI for Content Without Creating Slop with Eoin Clancy (VP Growth at Airops)
How to Stand Out in B2B Marketing (with Louis Grenier, Author of Stand the F*ck Out)