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For a new evangelism function, initial KPIs should be qualitative and focused on creation, such as establishing peer groups and launching community activations. Hard revenue metrics are unrealistic until a foundation is built over at least a year.
Move beyond MQLs by measuring impact across the full lifecycle. Measure 1) Preference: Did buyers engage before an opportunity was created? 2) Acceleration: Did marketing's presence improve win rates on existing opportunities? 3) Creation: Did marketing source demand that wouldn't have otherwise existed?
Avoid the trap of trying to achieve everything with one launch. Instead, define a single primary KPI—such as press mentions, sales rep message adoption, or a specific user action—and build the entire campaign strategy around optimizing for that one goal.
When conversions take months or years, traditional metrics are insufficient. Instead, track secondary KPIs to demonstrate short-term progress. Metrics like 'percentage of viewer demographics matching our Ideal Customer Profile' prove you are reaching the right people, even before they convert.
Metrics like "Marketing Qualified Lead" are meaningless to the customer. Instead, define key performance indicators around the value a customer receives. A good KPI answers the question: "Have we delivered enough value to convince them to keep going to the next stage?"
Instead of measuring a new marketing leader's success by overall company growth, hold them accountable for the "incremental value" they add. At ClickUp, this meant a specific $100M pipeline target on top of the company's existing trajectory, isolating their direct impact.
Don't measure momentum solely with metrics like revenue. At its core, it's a shared state of mind and belief system within the team. Its true strength is determined by how many people actively participate in that belief, not just by the leader's individual optimism.
To prove business impact beyond vanity metrics, define success by aligning with key departments *before* the campaign starts. Executives want pipeline, product wants trials, and customer success wants retention. This prevents a disconnect where marketing celebrates impressions while leadership asks about revenue.
In a digital-first world, measuring success by the number of assets produced is meaningless. Leaders must shift to outcome-based metrics like speed from idea to launch, brand effectiveness, and direct impact on engagement and conversion to gauge true performance.
Don't jump directly to optimizing for high-level business outcomes like retention. Instead, sequence your North Star metric. First, focus the team on driving foundational user engagement. Only after establishing that behavior should you shift the primary metric to a direct business impact like revenue or retention.
To get company-wide buy-in for CRO, focus reporting on program-level metrics, not just individual test results. Share high-level insights like win/loss rates and cross-departmental impact in quarterly reviews. This frames CRO as a strategic business function, not just a series of tactical marketing experiments.