How To Build A Winning Marketing Playbook with Kyle Coleman, Global VP of Marketing at ClickUp | Ep. 406

What does it take to create $100 million in incremental pipeline in a single year? Kyle Coleman, Global VP of Marketing at ClickUp, unpacks his mission to help the company reach $1B in ARR and why “normal f***ing sucks” might be the best company value he’s ever worked under. From his start as an SDR to becoming a two-time CMO, Kyle shares lessons on category design, uniting sales and marketing, and creating demand in a saturated AI-hyped world.  Plus, what’s ClickUp’s “No Lead Left Behind” initiative all about? Kyle breaks it down, along with how to productize a horizontal platform, why brand awareness makes or breaks regional sales success, and how to build strategic messaging that resonates.  Whether you’re scaling a PLG motion or trying to land 7-figure enterprise deals, this is the episode for you.  Wrike brings structure, visibility, and accountability to work, so companies can make better business decisions, improve efficiency, and reduce risk. Learn more at wrike.com/tmm Follow Kyle: LinkedIn: https://www.linkedin.com/in/kyletcoleman/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

You’ve got a great idea, operations, and some funding. But how do you actually build the brand…and make it the best it can possibly be? With AI disrupting the space, what do we need to change and what should stay the same? Matt Kerbel, Head of Global Brand Strategy at Turo, joins the show to unpack what marketers are missing in the age of AI. He and his team are on a mission to change the way we rent cars and it turns out, it’s working in major cities.  From building soft skills like vulnerability, storytelling, and confidence, to launching high-impact brand campaigns rooted in human insight, Matt shares a compelling case for why the fundamentals still matter. Whether you’re an entrepreneur at a startup or in growth at a large company, this is the episode for you.  Wrike brings structure, visibility, and accountability to work, so companies can make better business decisions, improve efficiency, and reduce risk. Learn more at wrike.com/tmm Follow Matt: LinkedIn: https://www.linkedin.com/in/matthewkerbel/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Birthday week energy is in the air and Jay and Daniel are celebrating by dropping some of the most practical AI tips they've actually been using. Jay breaks down how to use Gemini to instantly pull a summary of every new social ad unit across Meta, LinkedIn, TikTok, Reddit, and Pinterest from the last 30 days so you're never behind on what to test. Daniel shares how he uses Perplexity to build a daily Marketing news feed pulling from Reddit, blogs, and news articles so he always knows what's happening before it hits mainstream channels. Daniel also walks through how he used Claude Code and Visual Studio to build an internal brand voice tool in about an hour, and how you can flip that same idea into a public lead gen tool like an ROI calculator or brand voice grader. Jay rounds it out with his love for Gamma, the AI deck builder that has saved his team an embarrassing amount of time on slide decks. Oh, and somewhere in the middle, there's a deep dive into birthday Eves. Yes, plural. Follow Jay: LinkedIn: https://www.linkedin.com/in/schwedelson/ Podcast: Do This, Not That Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing Sign up for The Marketing Millennials newsletter: https://themarketingmillennials.com/ Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: https://workweek.com/

What if your marketing team could predict revenue like a finance team predicts cash flow? Daniel sits down with Aviv Canaani (CRO & CMO of DataRails) to break down how to actually build a predictable revenue engine. Aviv shares how he reverse engineers aggressive revenue targets into pipeline, meetings, and budget, and why most companies get this wrong by hiring more reps instead of fixing demand. They go into the mechanics: cost per meeting, conversion rates, tiered lead scoring, and how to align marketing, SDRs, and sales into one machine. Aviv also explains why he eliminated prospecting for AEs entirely…and instead built a system where marketing fills calendars at scale. If you're trying to prove marketing ROI, scale pipeline predictably, or turn marketing into a true revenue driver, this episode is for YOU.  ⁠https://customer.io⁠⁠ helps brands turn data into personalized messages that actually connect, across email, SMS, and beyond. Learn more at ⁠https://customer.io/tmm⁠ Follow Aviv: LinkedIn: https://www.linkedin.com/in/avivcanaani/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Social media isn’t getting easier, it’s getting crowded. And most brands are playing the wrong game. In this episode, Daniel sits down with Nick Tran (President & CMO of First Round, ex-TikTok, FARFETCH) to break down what’s actually happening in social media right now…and what’s coming next. They dive into why content is starting to feel the same, how AI is raising the floor (and killing differentiation), and why the future of marketing won’t be won in the feed. Nick shares how brands should think beyond trends, what it really takes to build brand love, and why most marketing playbooks are already outdated. If you’re relying on hacks, templates, or chasing virality, this episode will challenge how you think about social, creativity, and brand building. ⁠https://customer.io⁠⁠ helps brands turn data into personalized messages that actually connect, across email, SMS, and beyond. Learn more at ⁠https://customer.io/tmm⁠ Follow Nick: LinkedIn: https://www.linkedin.com/in/nicholastran/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennialsDaniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

The best marketers in 2026 aren’t doubling down on search and social. They’re expanding into TV. Daniel sits down with Matt Giannetti, Senior Director and Head of Platform at Tatari, to break down how modern TV actually works and why more Performance Marketers are starting to shift budget there in 2026. From why streaming alone is not enough, to why DSPs are not the same as a true TV platform, Matt unpacks the biggest myths that still keep marketers from using TV the right way. They also dive into how brands should think about TV at different growth stages, why free media credits are not always a win, and what brands need to test first before making TV a real part of their media mix. If you’re a Marketer trying to understand where smart brands are actually moving budget (and how to make TV measurable, efficient, and performance-driven) this is the episode for YOU. Tatari helps brands run TV like a modern performance channel. Unlike most platforms that focus only on programmatic CTV, Tatari gives marketers access to all of TV - linear, streaming, programmatic CTV, and direct publisher inventory - in one platform. By combining premium inventory with transparent reporting and outcome-based measurement, Tatari lets growth teams evaluate TV the same way they evaluate paid search or paid social. The result: more control, better reach, and TV spend that can actually be tied back to business results. Learn more at ⁠http://bit.ly/40kwEAQ Follow Matt: LinkedIn: https://www.linkedin.com/in/matthewgiannetti/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

For the 100th episode of Bathroom Break, Jay and Daniel are doing something a little different: calling out the marketing habits everyone uses but rarely admits. Through a rapid-fire “never have I ever,” they unpack real-world tactics marketers quietly rely on, like fake urgency in promotions, deleting underperforming posts, and experimenting with questionable email tricks. It’s an honest (and slightly chaotic) look at the gap between “best practices” and what actually happens behind the scenes. They also get personal with career horror stories, including Jay’s all-time embarrassing conference moment and Daniel’s on-stage panic that proves even seasoned marketers still get nervous. If you’ve ever stretched the truth in a subject line, deleted a post that flopped, or avoided a conversation at a conference, this episode will feel very familiar. Follow Jay: LinkedIn: https://www.linkedin.com/in/schwedelson/ Podcast: Do This, Not That Follow Daniel: YouTube: https://www.youtube.com/@themarketingmillennials/featured Twitter: https://www.twitter.com/Dmurr68 LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing Sign up for The Marketing Millennials newsletter: https://themarketingmillennials.com/ Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: https://workweek.com/

Most Marketers think they need more budget to drive more results. Truth is, they just need to understand how people actually make decisions. In this episode, Daniel sits down with Bas Wouters, founder of the Online Influence Institute, to break down how behavioral psychology and AI are reshaping modern marketing…and how you can use both to drive more conversions without increasing spend. From why 95% of decisions are made emotionally, to how small changes like removing options or rewriting a single sentence can increase conversions by hundreds (or even thousands) of percent, Bas shares the proven frameworks behind what actually makes people say yes. They also dive into the difference between system one and system two thinking, why most marketers optimize the wrong things, and how to use AI to scale behavioral science across your Marketing. If you’re a marketer trying to get more results from the traffic you already have without spending more, this is the episode for YOU. https://customer.io⁠ helps brands turn data into personalized messages that actually connect, across email, SMS, and beyond. Learn more at https://customer.io/tmm Follow Bas: LinkedIn: https://www.linkedin.com/in/baswouters-cmct/ By the way, if anyone listening wants to see how their funnel scores on behavioral design, we give teams a free Optimization Plan where we map their pages against 35 proven persuasion principles we’ve used for companies like Disney, Booking.com, and Coca-Cola. Just go to https://onlineinfluence.com/, fill in your details, and let us boost your results. Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Most marketers don’t have a channel problem. They have a measurement problem. Daniel talks with James Connolly, CEO of Charlie Oscar, to unpack why so much Marketing spend gets wasted, how brands should rethink measurement, and what it actually takes to build a smarter growth strategy in the AI era. From launching one of the first mobile Marketing agencies at the start of the iPhone era, to helping brands move beyond click-based reporting, James breaks down what separates great Marketers from everyone else. They also dive into why creative is becoming the new targeting, how to think about creator Marketing as a content engine, and why the real danger is being either too early or too late to the next wave. If you’re a Marketer trying to understand what’s changing in performance, creative, and measurement (and how to avoid wasting budget in the process) this is the episode for YOU. https://customer.io⁠ helps brands turn data into personalized messages that actually connect, across email, SMS, and beyond. Learn more at https://customer.io/tmm Follow James: LinkedIn: https://www.linkedin.com/in/jamesaconnelly/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

TV isn’t just a brand channel anymore. And if you still think it is, you’re already behind. Daniel sits down with Lucas Coyle, Director of Brand Media & Awareness at MANSCAPED, alongside Mauricio Lizarazu from Tatari, to break down how MANSCAPED turned TV from a test channel into a real growth engine and what it took to go from social-first Marketing to a Super Bowl moment. From treating TV with the same rigor as digital to learning that female-skewing channels could drive surprising results for a men’s grooming brand, Lucas shares how MANSCAPED built a smarter, more modern TV strategy. They also dive into halo effects across Amazon and other channels, how direct publisher relationships unlock better buys, and why the brands winning on TV are the ones measuring it like a performance channel. If you’re a Marketer trying to understand how TV can drive both brand and revenue without wasting budget, this is the episode for YOU. Tatari helps brands run TV like a modern performance channel. Unlike most platforms that focus only on programmatic CTV, Tatari gives marketers access to all of TV - linear, streaming, programmatic CTV, and direct publisher inventory - in one platform. By combining premium inventory with transparent reporting and outcome-based measurement, Tatari lets growth teams evaluate TV the same way they evaluate paid search or paid social. The result: more control, better reach, and TV spend that can actually be tied back to business results. Learn more at ⁠http://bit.ly/40kwEAQ Follow Lucas: LinkedIn: https://www.linkedin.com/in/lucas-coyle/ Follow Mauricio: LinkedIn: https://www.linkedin.com/in/mauricio-lizarazu-90b58b4b/ Follow Daniel: LinkedIn: https://www.linkedin.com/in/daniel-murray-marketing/ Sign up for The Marketing Millennials newsletter: www.workweek.com/brand/the-marketing-millennials Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com