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  1. The Dave Gerhardt Show (from Exit Five)
  2. What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)
What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five) · Mar 2, 2026

Bagel Brands CMO Jessica Serrano reveals how B2B tactics transformed a restaurant's catering business and how she's using AI to drive growth.

B2C Restaurants Use B2B Catering as a Customer Acquisition Flywheel

Dig In discovered its catering service for offices acted as a powerful acquisition channel. Employees would try the food for the first time catered at work, then become individual paying customers, demonstrating an effective B2B-to-B2C marketing flywheel.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Google Reviews Are the Data Bridge Between Marketing and Operations

To align brand promises with reality, the marketing team uses Google Reviews as an objective data source. By analyzing review themes, they can partner with operations to fix systemic issues, ensuring they don't drive customers to a store that delivers a poor experience.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Calling Lapsed Customers Is a Simple, High-ROI Sales Growth Tactic

To revive its catering business, Dig In hired one person to call a list of lapsed customers from their ordering platform. Instead of a complex new campaign, this simple, low-cost effort to understand churn reasons successfully recaptured significant revenue.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Restaurant Catering Requires Nuanced, B2B-Style Buyer Personas

Dig In's CMO found a one-size-fits-all approach to catering failed. Success required segmenting buyers by persona: the office admin worried about allergies, the pro sports nutritionist focused on calories, and the university needed specific billing processes.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Loyalty Programs’ True Value Is Acquiring 'Known Diner' Data, Not Giving Discounts

For restaurants, historically a cash-based business with anonymous customers, the primary purpose of a loyalty program isn't discounts. It's a data acquisition tool that converts 'unknown diners' into known customers, providing actionable data on visit frequency and purchase behavior.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Product Innovation Teams Like Head Chefs Should Report Directly to Marketing

At Bagel Brands, the Head Chef and culinary innovation team report directly to the CMO. This non-traditional structure embeds product development within the marketing function, ensuring new menu items are conceived and validated with consumer insights and GTM strategy in mind.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Filter B2C Customer Lists for Work Emails to Generate B2B Leads

Dig In developed a clever B2B lead generation tactic by filtering their main customer email list to identify those using work domains (excluding gmail.com, etc.). They then offered these individuals free food in exchange for a referral to their company's catering decision-maker.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

A CMO's Job Is Driving Sales Overnight to Build Brand Over Time

Bagel Brands' CMO defines her role with a clear philosophy: drive short-term sales to keep her job and secure budget, which in turn gives her the license to pursue her real passion—the long-term, strategic work of building an enduring brand.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

AI Automation Frees Sales Reps from Manual Tasks for High-Value Nurturing

To overcome sales team resistance to an AI-powered CRM, the CMO framed it as an augmentation tool. AI handles tedious tasks like pulling email lists, freeing reps to focus on higher-value activities like relationship-building and ensuring a great customer experience.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago

Marketing Playbooks Must Adapt to Each Company's Unique DNA

Moving from Taco Bell to Burger King, the CMO learned a successful playbook cannot be transplanted. Taco Bell’s DNA is rapid, limited-time offers. In contrast, Burger King's success required refocusing on its core equity, the Whopper, proving strategy must fit the company's culture.

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands) thumbnail

What B2B Marketers Can Learn from Restaurant Marketing (with Jessica Serrano, CMO at Bagel Brands)

The Dave Gerhardt Show (from Exit Five)·3 months ago