Most marketers jump straight to finding influencers. The crucial first step is aligning on what success looks like with all stakeholders (marketing, sales, C-suite). Different departmental goals, like booked demos versus brand awareness, fundamentally change the campaign's strategy and creator selection.

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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.

Before launching any partner activity, define target customers, tactics, and follow-up processes with partners and internal teams. This pre-alignment is the key to achieving and proving ROI, moving beyond just tracking spend after the fact.

Forcing brand messaging on an influencer leads to inauthentic content that fails to resonate. A better approach is to educate them on your product and collaborate on an angle that aligns with their established voice and topics. Authenticity drives distribution and engagement, making the partnership more effective than a boilerplate promotion.

Before defining segments or campaigns, leadership must align on a "North Star": the desired market position, revenue goals, and any reputational gaps. This high-level agreement prevents downstream misalignment and ensures all functions are working toward the same concrete business outcomes.

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.

Influencers aren't a monolith. Choose partners based on specific goals by bucketing them into four types: "Practitioner Experts" for deep niche authority, "Cultural Amplifiers" for broad trust, "Community Connectors" for targeted reach, and "Attention Drivers" for top-of-funnel awareness.

A common mistake is running short-term influencer "pilots" with a transactional mindset (money for posts). In B2B, you are buying long-term trust, not immediate reach. This requires building genuine relationships and ensuring influencers actually use and believe in your product, advocating for it organically.

Peacework Puzzles advises that successful brand collaborations require a single, clear objective. Before partnering, decide if the main goal is enhancing brand equity, growing your audience, or driving revenue. Trying to achieve all three at once leads to misaligned expectations and less effective outcomes.

When building an influencer program, the most authentic and accessible advocates are often internal. Companies should start by identifying and empowering their own C-suite, topic experts, and even rank-and-file employees who have credibility and influence. This forms a strong foundation before expanding to external partnerships.

Digitas CEO Amy Lanzi avoids the term "influencer" because it implies a transactional ad buy that audiences reject. Instead, she advocates treating "creators" as a "brand's best friend." They should be integrated into the marketing org to co-create authentically and use their community to feed the product development pipeline.