Sales and Marketing that’s Scalable, with Peter Fillmore

Sales and marketing that's scalable

Episode 231

It goes without saying that the purpose of sales and marketing is to help a company grow. We create forecasts where revenue grows a hundred-thousand, a million, or 10 million dollars.  But we expect to achieve that with incremental changes to our resources and tech-stacks. 

When Base 10 Math is used to express numbers that differ by orders of magnitude, we use exponents, noted with the letter N put in superscript (N stands for the Latin word numerus or number). N to the power of 5 is equal to a hundred-thousand, N to the power of 7 is equal to ten million. We don’t have to raise N very much to see it balloon in size.  Each increment it jumps by represents its value going up by a factor of ten. 

The question of how we reach scale then isn’t how to change financial numbers by a basic percentage; it’s how do we grow them by a factor of N?

Our guest knows how sales and marketing can scale their organization without snapping them. He knows how to leverage concepts like batch mode, local vs global maximums, and WIP bottlenecks for growth.  

He graduated from the University of New Brunswick with an engineering degree and then went into technically heavy roles, working in IBM’s semiconductor division. He pivoted into leading sales and marketing teams for tech organizations until the late 2000s, when he founded a product startup with an app that helped salespeople gain visibility into their funnel activity. He also teaches sales practices and scaling up in the engineering faculty at the University of Ottawa.

Join me now as I sit down in person with the head of Ottawa’s Scaling Up initiative, Peter Fillmore.

 

Chapters/Timestamps

00:00 Intro
02:10 My guest Peter Fillmore
03:27 What Changes When You Scale
05:37 Making the Funnel Visible
08:58 Sales Fundamentals and Urgency
09:55 PSA
12:03 Saying No and Off Ramps
13:26 Marketing Segments and Messaging
15:31 Discipline Metrics and Cadence
22:53 Connect with Peter & Ottawa Scaling Up Initiative



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People, Products mentioned in the show

Peter R Fillmore

https://ottawascalingup.ca

Scaling Up by Verne Harnish

What Got You Here Won’t Get You There, by Marshall Goldsmith 

Invest Ottawa

University of Ottawa Telfer 

KNBA

The Social Shift, with Katie Brinkley

The Social Shift

Social media platforms can serve as both vibrant marketplaces and spaces for genuine social interaction, where consumers feel valued, while businesses boost engagement and sales.

This picture may not look anything like the reality of social media that you see, but our guest will remind you that things haven’t always been this way.  

A short glance back of the Internet shows that in the year 2000 the Internet’s governing body actually had looked at using a citizen model to allow individuals who use the internet to kind of come together as a social contract and to decide how they would be able to vote on changes to the internet – and at their peak  158,000 people were on the voting rolls. This was a radical global experiment in direct democracy. 

That model didn’t take off, partly because to be a voting member, Internet users everywhere would have to (at least temporarily) upload some Identification – and most weren’t willing to share that kind of data.  

What happened instead was the rise of social networks owned by a handful of companies, who conditioned us sellers to post promoted content with attention-grabbing messages because that could be used by the algorithms to keep buyers on the platforms. And I’ve got to call out how , as buyers, we’re also complicit because we now give those platforms way more data than the Internet governing body ever asked for. How ironic. 

But our guest maintains that  it’s in our ability to regain our equilibrium. While we’re all collectively responsible for how we communicate, marketers can be an ideal catalyst of change.  We can make content that prioritizes authentic interaction over consumerism, be it on the current platforms or ones yet to exist. We should remember the saying of the American philosopher Thomas Paine: “We have it in our power to begin the world over again.”

My guest has been leveraging social media to grow audiences and income since MySpace was around. In that 20 year timespan, she has leveraged her social media knowledge both by working for sports organizations and corporations like AT&T, iHeart Radio and DirecTV to running the agency Next Step Social that does this for health and wellness brands. She’s also a speaker and a podcaster. 

She lives in Colorado with her husband and daughters. Let’s go now to speak with Katie Brinkley

Chapters/Timestamps
00:00 Introduction
03:01 Meet Katie Brinkley
04:01 What Community Means
06:03 Attention Economy Shift
08:58 Audio Beats AI
10:40 Discovery On Rented Land
11:48 Four Post Strategy
16:10 Platform Culture Matters
17:35 Metrics True Fans
19:47 Beyond Consumption Mindset
23:35 Katie Origin Story
28:03 Burnout And Conversation
32:16 Audit Your Feed
33:29 Where To Find Katie
34:00 Closing Thoughts



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People and products referred to in this episode

Katie on Linkedin: https://www.linkedin.com/in/katiebrinkley 

Katie on YouTube: https://youtube.com/@marketingtrendsnow?si=3Ns9bu9RgiODDkLz

Katie on Instagram: https://www.instagram.com/iamkatiebrinkley/

Thomas Paine

Metrocool

Agorqapulse

Susie Wargin

Kevin Kelly’s 1,000 True Fans article

ICANN: https://www.icann.org/en/announcements/details/icann-at-large-membership-registration-exceeds-158000-internet-users-worldwide-31-7-2000-en

You may also be interested in https://funnelreboot.com/episode-105-death-of-content-as-king-with-jon-hinderliter/

Optimizing Sales and Marketing Data, with Susan Walsh

Episode 228

To enjoy the wondrous technologies we have today, we first had to grasp the science behind them. Science is built on good data—but did you know that bad data delayed one of the most significant inventions of the last 150 years? The engine at the heart of every plane, train, and automobile was held up for decades simply because of how records were kept.

For millennia, we’ve known that combusting fossil fuels releases immense power. By the 1700s, scholars realized that if the gases trapped within those fuels could be ignited predictably in a chamber, they could create an internal combustion engine. To do that, however, you’d need to know the exact nature of every gas—the fuel composition, the air-to-fuel ratio, and the necessary heat resistance. Without those specifics, an engine stays on the drawing board.

That didn’t stop scholars from trying. They studied gases under various pressures and charted their results in massive tables. Robert Boyle recorded values when temperature was constant; Jacques Charles did the same for volume. But despite all this data, we weren’t getting closer to a functional engine. Using tables to capture every possible variable was inefficient—we needed a universal rule.

In the early 1800s, physicist Émile Clapeyron compiled these century-old tables with recent findings from Amedeo Avogadro. By consolidating these scattered sources, he realized they all pointed to a single law governing gas behavior that had been buried in the noise. This was the Ideal Gas Law. With it, engineers could finally calculate exactly what an engine needed, moving from theory to the rapid production of the vehicles we use today.

Your marketing and sales data is likely in the same shape as those old tables. It may contain breakthrough ideas for growth, but they will remain hidden as long as your data is disorganized. Just as it worked for the scientists of the industrial revolution, once your data is in order, the insights will follow.

Today’s guest will convince you that your data must be in a scientific state. She is a recognized expert in data classification, cleaning, and transformation. Known as the Classification Guru, her blogs, books, and talks have earned her over 43,000 followers on LinkedIn. We’re discussing her 2026 book, Optimizing Sales and Marketing Data.

Let’s go to Guildford, England, to talk with Susan Walsh.

 

Chapter Timestamps

00:00 Intro

02:34 Meet Susan Walsh

03:31 Why Clean Data

04:27 Blunders And Backlash

06:32 Ethics And Accountability

09:30 Hidden Costs ROI

12:49 Duplicates Fraud Waste

14:29 Segmentation People Problems

18:21 Taxonomy And Standards

21:25 Master Lists Automation

23:23 Data Code Framework

25:56 Spot Checks Pivot Tables

27:17 Excel Cleanup Toolkit

30:20 Revenue Advantage AI

33:12 Where to get a hold of Susan/her book

 

 



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Shownotes

Susan’s company ClassificationGuru

Susan’s packaged offering Samification

Susan on Instagram, XYouTube, LinkedIn

Book on Goodreads: Optimizing Sales and Marketing Data: Strategies for Accuracy and Efficiency

Has a song written about her services (I’d chatted before with the songwriter)

Samification Song – Tiankai Feng

Visokio Online – Omniscope tool

Also see Tools for wrangling marketing data with JD Prater

Paid Traffic for Non-Profits, with Sean Moher

Paid Traffic for Non-Profits, with Sean Moher

Episode 227

How do you amplify a message when you can’t lean on traditional justifications like “because we’ll make a profit out of this”?

In the for-profit world, the justification for marketing spend is straightforward: you put money in to get more money out. But how do you amplify a message when you can’t lean on traditional bottom-line justifications? For non-profits, associations, and social enterprises, the “profit motive” is replaced by a mission, yet the fundamental challenge remains identical—you must find and keep your “customers,” whether they are donors, members, or beneficiaries.

Marketing in the non-profit sector isn’t just about “pulling heartstrings”; it is about solving a business problem using the same tools as the private sector. Whether you are a plumber looking for a lead or a foundation looking for a donor, revenue is the common denominator that keeps the lights on.

In this episode, we explore how organizations can move beyond “waiting to be found” by using paid traffic as an accelerant. We will dive into why Mission-Based organizations should look at paid Traffic. Specifically The Google Ad Grant program. 

Whether you are a for-profit marketer looking to apply your skills to a “3-dimensional” cause or a non-profit leader ready to fill your funnel, it’s time to stop treating marketing as an afterthought and start treating it as a vital utility.

Our guest is a marketing consultant who supports both for-profit and non-profit local service organizations. Through his agency, Harvest Demand, he blends smart digital strategies with practical storytelling to help these organizations grow. He also brings experience in search and AI optimization, as well as leveraging digital advertising, including managing ad grants for non-profits. In other words, Sean’s all about making a real impact for a variety of organizations.

Let’s talk with Sean Moher.

Timestamps/chapters:

00:00 Intro

01:41 Sean defines the Nonprofit Landscape

02:24 What Is Marketing Without Profit? “Finding and Keeping Customers”

03:13 The 3-Party Value Exchange: Mission-Based Value Beyond Transactions

07:06 Emotion vs. Action: Telling Stories That Still Drive Donations

08:02 Measurement Reality Check: Analytics, Funnels & the Awareness Gap

10:39 Why Paid Traffic Matters: Stop Waiting to Be Found

11:34 Google Ad Grant 101: $10K/Month in Search Ads (and Why It’s Not Magic)

14:01 Rules, “Loopholes” & Eligibility: What You Can (and Can’t) Advertise

15:54 Grant Limitations & Strategy: CPC Caps, Leftover Inventory & Testing in Parallel

18:20 AI as a Utility: Faster Research, Better Campaigns & Knowing Your Donor Avatar

23:34 Doing Pro Bono the Smart Way: Aligning with Interests, Boards & Real Impact

26:28 Where to Find Sean + Final Takeaways



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People and concepts mentioned in the show:

Sean’s agency: Harvest Demand

Sean on LinkedIn

How Non Profits & Charities Raise Awareness, Free Traffic & Funding From AI + Google Search

Harvest Demand Google Ad Grant Quick Guide

Depositioning, with Todd Irwin

De-positioning with Todd Irwin

Episode 226

Positioning is an element that’s so foundational to  Marketing, it’s taught in every introductory class alongside the “Four Ps” of marketing. Positioning is meant to describe the choices a brand makes to maximize how the market sees it. Positioning is very powerful because it can set perceptions that drive customer loyalty, strong demand, and the willingness to pay a premium price.

 

But if all this is true, then why is the landscape littered with examples of where brands have flopped—cases where brand positioning actually caused a product to fail?

 

Take Microsoft Zune: Because how people thought of MP3 players had already been set by Apple 

Colgate Frozen Entrees: Sure, both food and toothpaste enter our mouths, but other TV dinner brands don’t plant the taste of toothpaste in your head.

Harley-Davidson’s “Legendary” Cologne: People buy a fragrance for the impression they want to leave, not one whose name evokes burned rubber and gasoline.

Cosmopolitan Yogurt: There are plenty of brands in the dairy aisle. People didn’t think a fashion brand belonged there

Frito-Lay Lemonade: Marketing a salty snack and chasing it with a  “Thirst-quenching drink” strikes people as a cynical cash grab

The reason these brands flopped is they tried positioning themselves on a competitor’s turf. The correct way to position yourself is to start with customer needs and work outward from there. To do this right, we’ve got to flip the traditional concept on its head. Instead of positioning, the author we’re talking with today says we must deposition our brands. 

 

He is the founder and chief strategy officer of brand strategy firm Fazer. Over three decades, he has led strategy for Fortune 500 companies as well as venture-backed disruptors. His work has been featured in the New York times Forbes and MIT technology review. 

 

Let’s go now to New York City to speak with Todd Irwin.



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Chapter/Timestamps

00:00 What’s Wrong with Market Positioning

01:47 Introduction to Depositioning 

02:46 Concepts and Framework

08:02 Real-World Examples of Depositioning

14:58 Integration and Coherence in Branding

26:48 Conclusion and Where to Find More

People/Products/Concepts Mentioned in Show

De-Positioning, the book

Creativity, Inc. Book 

Fazer Agency

Todd on LinkedIn https://www.linkedin.com/in/toddirwin/

De-positioning
Used with permission