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Emma Davis

Data Planet

A Marketing , Business and Entrepreneurship podcast

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About the show

Data Planet is where the brightest minds in data-driven marketing come to decode the truth behind modern growth. Each week, we sit down with the leaders shaping the future of demand generation — the operators who are scaling revenue engines, navigating shifting CAC/LTV realities, and steering their teams through the pressure of “big goals, tight timelines, and no room for guesswork.” From funded startups to $100M+ scale-ups, our guests share the experiments, frameworks, and behind-the-scenes decisions guiding their next stage of growth. We spotlight the people building in the trenches. Expect conversations that unpack what’s actually moving the needle in 2025 growth systems, how top teams keep CAC healthy while accelerating pipeline, the organizational shifts high-performing leaders are making, the stories, insights, and decision-making playbooks behind standout results. Whether you're a marketer, founder, or operator who thinks in numbers, Data Planet puts you in the room with the people setting the pace for the industry. Welcome to the podcast built for those who live and breathe performance.

Newest episodes

Data Driven Leadership: Growing Teams Through Collaboration and Career Flexibility with Emma Davis

29 min

In this episode of Data Planet, host Jaclyn Howell McDougall interviews Emma Davis, CEO of Working Planet. Emma shares how she grew from an entry-level account associate to leading the company, and how flexible roles and supportive leadership helped shape her career. She explains why modeling marketing data latency matters, including how to set expectations for results and use proxy metrics while data is incomplete. Emma also discusses testing channels such as programmatic advertising, measuring impact against business outcomes, and adapting strategy to each company’s market and goals. Working Planet website: https://www.workingplanet.com/

Sales and Marketing Leadership: Building Teams for Rapid Growth with Kaitlin Colston

21 min

In this episode of Data Planet, host Emma Davis interviews Kaitlin Colston, Vice President of Sales and Marketing at Race Communications. Colston shares how she grew from content marketing manager to leading both sales and marketing as the California fiber internet provider tripled its subscriber base. She explains how aligning both teams around installed subscribers—not just leads or orders—strengthens accountability, speeds up customer feedback, and connects campaigns to business growth. She also discusses the challenges of balancing sales’ immediate demands with marketing’s long-term strategy, the value of empowering strong leaders to keep teams moving, and how to prioritize ambitious growth while avoiding burnout. Race Communications website: https://race.com/

Wealth Management Technology: Scaling an AI-Native Platform with Ryan Walker

24 min

In this episode of Data Planet, host Emma Davis interviews Ryan Walker, Demand Generation Lead at Savvy Wealth. They explore how Savvy Wealth is modernizing the wealth management industry through an AI-native platform that helps independent financial advisors scale their businesses while maintaining ownership of their clients and practices. Ryan shares how his experience across consumer brands, startups, and marketing technology shaped his approach to demand generation and growth. He also explains Savvy’s B2B2C business model, its revenue-sharing approach, and how combining technology, investment management, marketing, and operational support creates value for independent advisors. The conversation explores effective advisor acquisition strategies, including staying top of mind with prospects who may only be ready to make a transition 5% of the time, building a scalable and measurable marketing funnel, and maintaining acquisition efficiency as the business grows. Ryan also discusses Savvy’s rapid expansion from $1 billion to over $10 billion in assets under management, the importance of diversifying growth opportunities, and why financial advisors create their greatest value through long-term planning, decision-making, and behavioral coaching rather than simply picking investments. Savvy Wealth website: https://www.savvywealth.com/

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All episodes

Data Driven Leadership: Growing Teams Through Collaboration and Career Flexibility with Emma Davis

29 min

In this episode of Data Planet, host Jaclyn Howell McDougall interviews Emma Davis, CEO of Working Planet. Emma shares how she grew from an entry-level account associate to leading the company, and how flexible roles and supportive leadership helped shape her career. She explains why modeling marketing data latency matters, including how to set expectations for results and use proxy metrics while data is incomplete. Emma also discusses testing channels such as programmatic advertising, measuring impact against business outcomes, and adapting strategy to each company’s market and goals. Working Planet website: https://www.workingplanet.com/

Sales and Marketing Leadership: Building Teams for Rapid Growth with Kaitlin Colston

21 min

In this episode of Data Planet, host Emma Davis interviews Kaitlin Colston, Vice President of Sales and Marketing at Race Communications. Colston shares how she grew from content marketing manager to leading both sales and marketing as the California fiber internet provider tripled its subscriber base. She explains how aligning both teams around installed subscribers—not just leads or orders—strengthens accountability, speeds up customer feedback, and connects campaigns to business growth. She also discusses the challenges of balancing sales’ immediate demands with marketing’s long-term strategy, the value of empowering strong leaders to keep teams moving, and how to prioritize ambitious growth while avoiding burnout. Race Communications website: https://race.com/

Wealth Management Technology: Scaling an AI-Native Platform with Ryan Walker

24 min

In this episode of Data Planet, host Emma Davis interviews Ryan Walker, Demand Generation Lead at Savvy Wealth. They explore how Savvy Wealth is modernizing the wealth management industry through an AI-native platform that helps independent financial advisors scale their businesses while maintaining ownership of their clients and practices. Ryan shares how his experience across consumer brands, startups, and marketing technology shaped his approach to demand generation and growth. He also explains Savvy’s B2B2C business model, its revenue-sharing approach, and how combining technology, investment management, marketing, and operational support creates value for independent advisors. The conversation explores effective advisor acquisition strategies, including staying top of mind with prospects who may only be ready to make a transition 5% of the time, building a scalable and measurable marketing funnel, and maintaining acquisition efficiency as the business grows. Ryan also discusses Savvy’s rapid expansion from $1 billion to over $10 billion in assets under management, the importance of diversifying growth opportunities, and why financial advisors create their greatest value through long-term planning, decision-making, and behavioral coaching rather than simply picking investments. Savvy Wealth website: https://www.savvywealth.com/

Real Estate Marketing: Scaling Across Multiple Markets and Audiences with Chantele Machado

18 min

In this episode of Data Planet, host Emma Davis interviews Chantele Machado, Director of Marketing at Legacy Group Capital. They explore the challenges of scaling a marketing operation in a rapidly growing real estate investment and private lending business, where multiple audiences, diverse markets, and lengthy sales cycles require a strategic approach. Chantele shares how Legacy Group Capital expanded from two markets to ten while building its marketing department from the ground up. She discusses how her team prioritizes marketing efforts across investors, builders, homeowners, and real estate professionals, using seasonality and audience behavior to determine when and where to invest in advertising. She also explains how implementing a CRM, tracking lead sources, and measuring average cost per lead and conversions have helped the team better understand marketing ROI despite extended customer journeys. From identifying radio as a high-performing channel for investor acquisition to adapting campaigns around seasonal trends and market opportunities, Chantele offers practical insights into building scalable marketing systems, improving attribution, and navigating growth in a dynamic real estate industry. Learn more about their approach to real estate investment, private lending, and business growth. Legacy Group Capital website: legacyg.com

AI-Ready Data Architecture: Building the Foundation for Intelligent Enterprises with Keith Helfrich

25 min

In this episode of Data Planet, host Emma Davis interviews Keith Helfrich, Founder and Managing Director of Action (The Action Company). They explore how organizations can build AI-ready data architectures and why clean, well-structured data is essential for successful AI adoption. Keith shares his ground-up approach to solving complex enterprise data challenges, explaining how dimensional data modeling, semantic layers, and business ontologies help connect information, business rules, and organizational knowledge. He also breaks down the difference between data architecture and information architecture, highlighting how businesses can eliminate data silos and create consistency across systems. The conversation explores how organizations can turn tribal knowledge into structured information that AI agents can understand and act on, as well as how combining deterministic processes with probabilistic large language models can make AI-powered analytics more reliable. Keith also shares practical advice for startups and mid-sized businesses, emphasizing the importance of starting with foundational data practices, prioritizing high-impact goals, and following a “slow is smooth, smooth is fast” approach to building scalable systems. Action website: http://action.co/dataplanet

SaaS Product Evolution: Scaling Through Customer-Led Innovation with Subhasis Ghosal

22 min

In this episode of Data Planet, host Emma Davis interviews Subhasis Ghosal, Marketing Director of iMocha. They explore how iMocha evolved from a skills assessment platform into an AI-powered skills intelligence solution that helps organizations make smarter workforce decisions. Subhasis shares how businesses can align employee capabilities with current and future skill demands, using workforce data to improve talent development, internal mobility, and strategic workforce planning. He also explains why building an AI-native SaaS product requires more than adding chatbots or automating reports, emphasizing the importance of creating genuinely intelligent experiences while maintaining transparency and ethical AI practices. Subhasis discusses how founder-led growth, thought leadership, and community engagement help SaaS companies build credibility and bring innovative products to market. iMocha website: https://www.imocha.io

Industrial Packaging: Expanding Market Reach Through E-Commerce with Lindsey Jeffreys

18 min

In this episode of Data Planet, host Emma Davis interviews Lindsey Jeffreys, Executive Vice President of Global-Pak. They explore how this family-owned industrial packaging business has grown from a two-person operation in a garage into a thriving company serving customers across multiple industries. Lindsey shares how Global-Pak is adapting its B2B marketing strategy through digital advertising, search engine optimization, and an online customer portal that makes purchasing bulk bags and industrial packaging products more accessible. She explains how e-commerce is helping the company reach smaller customers and new generations of buyers while maintaining the personalized service and long-standing relationships that have always defined its business. Lindsey discusses how a strong company culture built on accountability, respect, and customer service can support sustainable growth while preparing the business for emerging technologies like AI. For business leaders navigating digital transformation, evolving customer expectations, and the challenges of growing a family-owned company, this episode offers valuable insights into building a flexible business that embraces innovation without losing sight of its core values. Global-Pak website: https://www.global-pak.com

Review Marketing for Financial Advisors: Building Trust and Visibility with Rishi Bharathan

19 min

In this episode of Data Planet, host Emma Davis interviews Rishi Bharathan, CEO of WiserAdvisor. They explore how financial advisors can accelerate client acquisition through digital marketing, lead generation, and verified online reviews. Rishi shares how WiserAdvisor connects consumers with financial advisors and how its acquisition of Indyfin helps advisory firms build trust, strengthen their online reputation, and stand out in an increasingly competitive market. He explains why verified client reviews and social proof are becoming essential for financial services marketing, particularly as consumers turn to AI-powered search engines and large language models (LLMs) to research and compare financial advisors. The conversation also covers how review platforms can improve online visibility, help smaller registered investment advisory (RIA) firms compete with larger brands, and support more effective client acquisition strategies. Rishi discusses the importance of compliance in collecting and publishing financial advisor reviews, the role of customer acquisition costs (CAC) in evaluating marketing ROI, and why online reviews may become a critical growth driver for financial advisory firms in the AI era. WiserAdvisor website: https://www.wiseradvisor.com/

Mission-Driven Growth: Balancing Financial Sustainability and Community Impact with Tom Kuslikis

21 min

In this episode of Data Planet, host Emma Davis interviews Tom Kuslikis, President and CEO of EFCU Financial. With nearly 92 years of history, EFCU Financial is navigating the future of community banking by balancing financial sustainability with its mission to serve members and strengthen local communities. Tom shares how the credit union is modernizing its technology, upgrading its loan origination and account-opening systems, and transitioning to a new core banking platform to create a more seamless digital banking experience. He also explores strategies for attracting younger members, building relationships with the next generation, and preparing for the great wealth transfer as older members pass their assets to younger generations. Beyond digital transformation, Tom explains how credit unions can differentiate themselves from traditional banks and fintech platforms through personalized service, financial literacy programs, scholarships, and community partnerships. Discover how EFCU Financial is combining technology, long-term growth strategies, and purpose-driven leadership to remain competitive while helping members build financial security throughout their lives. EFCU Financial website: https://www.efcufinancial.org/

Demand Generation: Building an Inbound Marketing Engine from Scratch with Meaghan Ferneau

18 min

In this episode of Data Planet, host Emma Davis interviews Meaghan Ferneau, Director of Demand Generation at CarltonOne. Meaghan shares how she built a demand generation function and inbound marketing infrastructure from the ground up, transforming marketing operations into a data-driven engine for growth. She explains how optimizing the marketing funnel and strengthening sales and marketing alignment helped reduce lead outreach time from 17 days to just two and a half days within six months. Meaghan also explores the importance of marketing attribution, lead scoring, and measuring pipeline contribution to demonstrate marketing ROI and secure greater investment. Drawing on more than a decade of experience in the rewards and recognition industry, she discusses balancing proven marketing strategies with experimentation to adapt to changing buyer behaviors. She also reflects on overcoming imposter syndrome, building credibility as a leader, and using data to make informed decisions, challenge assumptions, and drive measurable business outcomes. Learn more about CarltonOne’s global rewards, employee recognition, sales incentive, and customer loyalty solutions at the official website. CarltonOne website: https://www.carltonone.com/

Hardware-Based Encryption: Protecting Sensitive Data with Michael Krutikov

19 min

In this episode of Data Planet, host Emma Davis interviews Michael Krutikov, Vice President of Global Marketing at Futurex. They explore how hardware security modules (HSMs) protect sensitive data, secure financial transactions, and strengthen enterprise cybersecurity in an increasingly complex digital landscape. Michael explains why traditional software-based encryption may not be enough to protect critical information, how hardware-based encryption helps organizations secure cryptographic keys, and why businesses of all sizes should evaluate the security practices of their IT providers. He also shares insights into the growing importance of post-quantum cryptography (PQC), the potential risks quantum computing poses to current encryption standards, and why organizations should begin assessing their cryptographic infrastructure before regulatory deadlines arrive. The conversation also examines how Futurex makes enterprise-grade security more accessible through cloud HSM services, allowing organizations to scale protection while balancing performance, data sovereignty, and business continuity. Michael offers practical guidance for leaders looking to strengthen data protection, prepare for emerging cyber threats, and build a more resilient security strategy. Futurex website: https://www.futurex.com

Product-Led Growth: Building a Scalable SaaS Business with Sam Wehbe

23 min

In this episode of Data Planet, host Emma Davis interviews Sam Wehbe, CEO of SignWell. They explore how product-led growth, customer-focused go-to-market strategies, and continuous experimentation can help SaaS companies scale sustainably. Sam shares why businesses should adapt their sales and marketing strategies to how different customer segments prefer to buy, rather than forcing every market into a single growth model. He also explains how to recognize when a successful acquisition channel is reaching its limits, develop effective growth experiments, and use data-driven hypotheses to make better investment decisions. Sam emphasizes that successful experimentation is about learning what works, understanding what doesn’t, and avoiding wasted resources by focusing on strategies with the greatest potential for long-term growth. SignWell website: https://www.signwell.com/

Marketing Automation: Scaling Operations with AI Agents with Yogesh Khadilkar

21 min

In this episode of Data Planet, host Emma Davis interviews Yogesh Khadilkar, Senior Vice President of Marketing at EZ Texting. Yogesh shares how he is transforming marketing operations through agentic AI, using his background in data science, industrial engineering, and digital marketing to build a scalable, data-driven growth engine. Drawing on his experience leading AAA’s digital transformation, he explains how businesses can modernize traditional marketing strategies, improve organic growth, and build more effective digital marketing systems. He also breaks down his framework for identifying which marketing tasks to automate with AI agents, why human oversight remains essential for paid advertising and customer experience, and how to evaluate AI investments by focusing on measurable business outcomes rather than activity alone. Yogesh emphasizes the importance of validating emerging AI trends through multiple sources, demonstrating small wins to build organizational confidence, and balancing automation with meaningful human connections. He also introduces EZ Texting’s AI-powered SMS marketing solutions for small and medium-sized businesses, highlighting how text messaging can help companies acquire customers, nurture leads, and strengthen customer relationships. EZ Texting website: https://www.eztexting.com

Web Development Strategy: Solving Complex Problems with AI with Jason Sammon

27 min

In this episode of Data Planet, host Emma Davis interviews Jason Sammon, founder of FL1 Digital. Jason shares the story behind building a digital agency from his early work as a developer, and how solving complex technical problems has remained central to the company’s approach to web development, software, and digital solutions. He also explores the practical impact of AI on development and business, including how AI can accelerate well-defined processes while creating new challenges around expertise, quality, and overreliance on automated tools. Jason discusses the changing role of developers, the impact of AI on junior talent and coding education, and why businesses should focus on meaningful applications rather than adopting AI simply to keep up with the hype. The conversation also examines what makes a successful website, balancing client preferences with the needs of their target audience, and using clear business objectives to guide digital decisions. FL1 Digital website: https://fl1digital.com

Content Strategy: Building Trust, Reach, and Proof with Nate Zroh

28 min

In this episode of Data Planet, host Emma Davis interviews Nate Zroh, founder of StoryEngineers. Nate shares how his team helps B2B technology executives use LinkedIn thought leadership to build trust with ideal customers and turn organic content into business growth. He breaks down StoryEngineers’ approach to content, including three core categories: content designed to increase reach, content that addresses specific buyer pain points, and customer stories that provide proof of expertise. Nate also explains how marketers can use sales conversations, objections, and LinkedIn comments as sources for stronger content ideas, while keeping the reader’s perspective at the center of every post. The conversation explores how to measure LinkedIn beyond impressions and engagement by tracking profile views, pipeline, revenue, and self-reported attribution, as well as how to identify high-intent prospects who visit an executive’s profile. StoryEngineers website: ⁠https://storyengineers.co/

AI and Token Waste: Making Technology Costs Visible with Ben DeBow

20 min

In this episode of Data Planet, host Emma Davis interviews Ben DeBow, Founder and CEO of Fortified. Ben shares how his background in accounting and technology led him to identify a major blind spot in modern businesses: the difficulty of understanding the true cost of technology at the code, workload, and data level. They explore FinOps for data, technology cost attribution, and the hidden waste created by legacy systems, technical debt, and inefficient workloads. Ben explains why traditional cloud cost optimization only addresses the surface-level bill and how organizations can look deeper into their applications and data to identify meaningful savings. They also discuss the rising cost of AI infrastructure, token usage, and the need for greater efficiency as businesses adopt increasingly resource-intensive technologies. Ben shares insights from his book, End of Abundance in Tech, and explains how financial visibility can help technology and finance leaders make better decisions about what to optimize, archive, or eliminate while continuing to innovate. Fortified website: https://fortified.com

Women in Venture Capital: Building Influence and Opportunity with Elise Brown

18 min

In this episode of Data Planet, host Emma Davis interviews Elise Brown, SVP of Marketing of All Raise. Elise shares how All Raise works to accelerate the success of women and non-binary investors in venture capital by providing the programs, resources, and community they need to advance their careers, keep their seat at the table, or build their own. She explains how marketing can turn a mission into influence, engagement, growth, and measurable impact, particularly for a nonprofit working to shift capital, decision-making power, and culture across the venture ecosystem. Elise also discusses her career at the intersection of finance, technology, fintech, private equity, and venture capital, and why lived experience, diverse perspectives, and authentic storytelling matter in modern marketing. All Raise website: https://www.allraise.org/

Career Reinvention: Turning Industry Experience Into Growth Opportunities with Kalli Prins

28 min

In this episode of Data Planet, host Emma Davis interviews Kalli Prins, Vice President of Growth at The Female Founder Collective. Kalli shares the unconventional career journey that took her from fashion and product development into technology, startups, and growth leadership, offering lessons on how to navigate major career pivots without starting from scratch. She explains how her experience at Maker’s Row helped her combine her fashion expertise with an interest in technology, efficiency, marketplaces, and recurring revenue, while also exploring how she helped restructure operations and build more scalable systems. Kalli also discusses her approach to growth, including customer acquisition, retention, pricing, distribution, and membership-based business models, as well as why she is drawn to turning chaos into order through pattern recognition, experimentation, and data-driven decision-making. She shares a practical perspective on career reinvention, including the value of making a “45-degree pivot” by combining existing expertise with new skills rather than making a complete career reset. Kalli also reflects on building a career around opportunities that create energy, developing expertise through deep curiosity and intentional learning, and her mission to help female founders access the networks, resources, and support needed to build and scale their businesses. The Female Founder Collective website: https://femalefoundercollective.com/

Commercializing Luxury Fashion: Reaching the Right Customers with Amy Riordan

25 min

In this episode of Data Planet, host Emma Davis interviews Amy Riordan, CEO of Sachin Babi. Amy shares how she transitioned from creative-driven marketing into data-informed growth, and how that shift changed the way she evaluates marketing investments, customer behavior, and business performance. She explains how e-commerce data helped Sachin & Babi better understand what customers wanted, refine merchandising and pricing strategies, and identify an opportunity to focus more deeply on the mother-of-the-bride and special-occasion market. Amy also discusses building a more customer-centric luxury fashion experience through personalized styling, complimentary alterations, and a data-driven approach to reducing returns, while sharing lessons from her transition into the CEO role and her approach to recognizing and developing talent within her team. Sachin Babi website: https://www.sachinandbabi.com/

Hospitality Safety Technology: Evolving a Safety Solution for B2B Growth with Linaeya Horn-Muller

19 min

In this episode of Data Planet, host Emma Davis interviews Linaeya Horn-Muller, VP of Marketing & Client Success at React Mobile. Linaeya shares how React Mobile evolved from a personal safety app into a B2B workplace safety and communication platform focused primarily on the hospitality industry, following customer needs, market demand, and changing safety legislation. She explains how React Mobile combines panic alerts, precise employee location, two-way voice communication, and translation to help organizations protect their teams while reducing communication silos. Linaeya also discusses the business case for employee safety, including compliance, risk reduction, employee retention, and the importance of making safety technology simple and intuitive in high-pressure situations. React Mobile website: https://www.reactmobile.com/

SaaS Implementation: Building Repeatable Processes for Growth with Debbie O’Meara

17 min

In this episode of Data Planet, host Emma Davis interviews Debbie O’Meara, SaaS implementation and scaling consultant and founder of ClearWay Projects. Debbie shares how she helps SaaS buyers and providers reduce implementation risk, improve customer outcomes, and build scalable processes. She explains why companies should identify the business problem they are actually trying to solve before buying software, assess internal capacity and stakeholder buy-in, and define measurable outcomes before implementation begins. On the provider side, Debbie discusses the importance of moving beyond founder-led “heroics” by creating repeatable implementation processes that deliver a consistent customer experience and support sustainable growth. She also explores the challenges SaaS companies face when moving upmarket, including whether their product, implementation, support, and overall business model are ready to handle the added complexity of enterprise customers. ClearWay Projects website: https://www.clearwayprojects.com

Custom Software Development: Implementing Technology with Purpose with Rick Huebner

16 min

In this episode of Data Planet, host Emma Davis interviews Rick Huebner, Chief Executive Officer of VISTECH. They explore what it takes to build and sustain a technology business through decades of constant change, from the early days of software development to today’s AI-driven landscape. Rick shares why businesses should define their processes and problems before adopting new technology, arguing that AI is ultimately a business process implementation rather than simply a technology upgrade. He also explains how VISTECH has grown through client retention, referrals, and long-term partnerships rather than relying solely on traditional sales funnels, and how the company expanded from custom software development into SolSuite CPQ, a SaaS platform designed to automate complex product configuration, pricing, quoting, and order workflows. Rick discusses the challenges of selling a niche enterprise software product, the importance of building around core competencies, and why surrounding your business with specialists can create a stronger foundation for long-term growth. VISTECH website: ⁠https://www.vistech.com/

Startup Marketing: Scaling from Early Traction to Sustainable Growth with Jono Andrews

42 min

In this episode of Data Planet, host Emma Davis interviews Jono Andrews, Marketing Advisor at BlueroomHQ. Jono shares how he helps early-stage and scaling companies identify the marketing strategies that actually drive growth without wasting valuable budget, emphasizing the importance of finding product-market fit, understanding your ideal customer profile, and recognizing the “golden goose” that can be amplified into a scalable growth engine. They explore why founders should resist premature paid media investments, how marketers can build stronger feedback loops between marketing, sales, finance, and product, and why attribution and customer economics matter when deciding where to place bigger bets. Jono and Emma also examine the changing landscape of paid advertising, including Google Performance Max, AI-driven campaign optimization, ChatGPT ads, and the growing role of AI in content and marketing workflows. BlueroomHQ website: https://www.blueroomhq.com/

Performance Marketing: Balancing Attribution, Testing, and Scale with Barrett Cox

20 min

In this episode of Data Planet, host Emma Davis interviews Barrett Cox, Director of Performance Marketing at Net32. They explore the complexities of performance marketing in a highly specialized B2B marketplace and how marketers can make smarter decisions when traditional attribution models tell an incomplete story. Barrett shares how Net32 approaches incrementality testing to identify where advertising actually drives additional revenue, why customer segmentation matters when determining where to allocate ad spend, and how the team balances reliable channels with harder-to-measure opportunities such as demand generation, Performance Max, and connected TV. He also discusses the challenges of marketing to a small total addressable market, the risks of blindly scaling campaigns, and why frequency and audience control become increasingly important as budgets grow. Net32 website: ⁠https://www.net32.com/

Product Marketing: Scaling Beyond Bespoke Solutions with Andy Bowden

24 min

In this episode of Data Planet, host Emma Davis interviews Andy Bowden, a product management and marketing specialist. Andy shares lessons from more than 20 years in product management, product marketing, finance, and enterprise technology, drawing on his experience at HP, HPE, and technology startups. He explains how to translate complex and often invisible technologies such as cloud, cybersecurity, and software into clear financial value propositions that resonate with both technical users and C-suite decision-makers. Andy also explores how technical users can become internal champions, how companies can navigate long enterprise sales cycles, and why understanding the broader buying committee is critical to closing B2B technology deals. For startups struggling to scale, he emphasizes starting with the customer problem rather than the technology, avoiding overly bespoke solutions, examining customer-level profitability, and making products easier and more transactional to buy.

Interactive Advertising: Driving Engagement Through Performance-Focused Creative with Joseph Adams

18 min

In this episode of Data Planet, host Emma Davis interviews Joseph Adams, VP of Production & Services Growth at CRAFTSMAN+. They explore how interactive and playable advertising can expand the performance marketing mix beyond traditional static, video, and social ads, including applications for non-gaming brands such as skincare and consumer products. Joseph explains how CRAFTSMAN+ uses its interactive ad platform to accelerate creative production, built-in analytics to understand user engagement, and dynamic advertising to personalize experiences based on factors such as location, time, and weather. Throughout the episode, Joseph emphasizes the importance of testing interactive formats without overthinking the creative, focusing on performance rather than aesthetics alone, and recognizing interactive advertising as an emerging channel with applications across mobile, out-of-home, CTV, and other touch-screen experiences. CRAFTSMAN+ website: https://craftsmanplus.com/

AI Adoption Strategy: Reinventing Organizations for Growth with Kevin Williams

26 min

In this episode of Data Planet, host Emma Davis interviews Kevin Williams, Founder and CEO of Ascend AI Labs. They explore what effective AI adoption actually looks like inside modern organizations, from moving beyond AI experimentation to building practical, organization-wide capabilities. Kevin shares his perspective on SEO, AEO, and GEO, explaining how marketers can structure brand information, schema, and contextual signals to help AI systems deliver more confident and relevant answers. He also breaks down the three major ways businesses can use AI—to replace tasks, augment human work, or create entirely new capabilities—and explains why successful adoption often requires more than simply purchasing AI tools. Kevin discusses the organizational and leadership bottlenecks that prevent companies from realizing AI’s potential, including disconnected experimentation, outdated organizational structures, unclear ownership, and a lack of executive direction. He emphasizes the importance of strong leadership messaging, AI literacy, connected workflows, and treating AI as an organizational transformation rather than another software implementation. Ascend AI Labs website: ⁠https://www.ascendlabs.ai/

Customer-Centric SaaS: Turning Support into a Growth Engine with Jack Scotti

18 min

In this episode of Data Planet, host Emma Davis interviews Jack Scotti, Director of Marketing at ReciPal. Jack shares how ReciPal’s bootstrapped, customer-first approach has helped the SaaS company build sustainable growth without chasing outside investment, hypergrowth, or unnecessary bureaucracy. They explore how being “disarmingly chill” with customers—through flexible pricing, no lock-in, accessible data, and high-touch support—can create lasting loyalty and turn word-of-mouth into a powerful growth engine. Jack also explains why ReciPal stays intentionally small, focusing on expanding capabilities rather than teams, processes, and red tape, and how putting every employee directly in customer support helps the company build better products and respond quickly to real customer needs. ReciPal website: ⁠https://www.recipal.com/

Agency Growth Strategy: Choosing the Right Clients and Driving Real Results with Francois Gau

31 min

In this episode of Data Planet, host Emma Davis interviews Francois Gau, Founder and CEO of GrowthHive. Francois shares his perspective on the future of agencies as AI and automation continue to reshape marketing execution, explaining why agencies will need to differentiate through specialization, strategic counsel, authenticity, and measurable business value. He and Emma also explore what makes a bad-fit client, from unrealistic ROI expectations and guaranteed results to slow decision-making, misaligned objectives, and relationships where agencies lack a meaningful seat at the table. Francois explains how GrowthHive approaches business development by connecting marketing and sales to real business outcomes rather than vanity metrics, and why the strongest client relationships are built on strategic alignment, trust, and the freedom to provide meaningful counsel. For leaders evaluating agencies, marketing investments, or their own growth strategy, this episode offers a practical look at how to build partnerships that make sales and marketing count. GrowthHive website: https://www.growthhive-strategy.com

AI Enablement in Highly Regulated Environments with Umesh Krishna

20 min

In this episode of Data Planet, host Emma Davis interviews Umesh Krishna, Head of Marketing at AOT Technologies. Together they explore how AOT Technologies helps governments, healthcare organizations, financial institutions, and enterprises modernize complex, highly regulated systems through workflow automation, system integration, and responsible AI adoption. Umesh explains why the company prioritizes customer outcomes over vendor lock-in, sharing how flexible licensing models and open technologies enable long-term partnerships built on trust rather than contracts. He also discusses the realities of bringing AI into compliance-heavy environments, why organizations should resist chasing every technology trend, and how AOT validates emerging technologies through real-world customer collaboration before bringing them to market. The conversation highlights the importance of balancing innovation with stability, integrating modern AI capabilities into existing technology ecosystems, and communicating new technology in ways customers are ready to adopt. For business leaders navigating digital transformation, this episode offers valuable insights into building sustainable AI strategies, maintaining credibility during periods of rapid technological change, and delivering lasting value through customer-first innovation. AOT Technologies website: https://www.aot-technologies.com

Retail Media Strategy: Maximizing Growth Across E-Commerce Channels with Taylor Jones

28 min

In this episode of Data Planet, host Emma Davis interviews Taylor Jones, Managing Owner of Wishbone Advisory. They explore the rapidly growing world of retail media and how e-commerce brands can use marketplaces like Amazon, Walmart, Target, Wayfair, and Home Depot to drive profitable growth. Taylor shares how brands can determine whether retail media is the right growth lever by evaluating margins, product reviews, inventory capacity, and channel fit, while also explaining why ROAS alone may not tell the full story. He breaks down the importance of measuring total ad cost of sales (TACOS), understanding organic sales impact, and using cross-channel reporting to make smarter budget allocation decisions. Taylor also discusses how major retail events like Prime Day can change consumer behavior, competition, conversion rates, and advertising costs, and why brands should think about retail media as part of a broader multi-channel strategy rather than an either-or choice between marketplaces and direct-to-consumer sales. Wishbone Advisory website: https://wishboneadvisory.com

Government Software Modernization: Navigating Multi-Year GovTech Sales with Brian Bennett

20 min

In this episode of Data Planet, host Emma Davis interviews Brian Bennett, Director of Strategic Growth at System Automation Corporation. Brian shares what it really takes to grow a GovTech company serving highly regulated government agencies, where software sales cycles often stretch beyond two years and modernization projects can take even longer. He explains why public sector procurement is uniquely complex, the biggest barriers agencies face—from funding constraints to organizational change management—and how System Automation helps licensing boards and regulatory agencies replace outdated spreadsheets, paper processes, and legacy systems with its purpose-built low-code regulatory management platform, Evoke. Brian also discusses the company’s growth strategy, including identifying the right agencies at the right stage of their modernization journey, building decades-long customer relationships based on trust, and creating sustainable competitive advantage in a niche market through deep industry expertise and customer-centric partnerships. This episode offers valuable insights into enterprise SaaS, government digital transformation, long-cycle B2B sales, and the importance of people and relationships in driving lasting growth. System Automation Corporation website: ⁠https://systemautomation.com

AI Adoption: Creating Sustainable Team Workflows with Joya Scarlata

18 min

In this episode of Data Planet, host Emma Davis interviews Joya Scarlata, Director of Marketing at InterraIT. Joya shares how modern B2B technology companies can stand out in a crowded IT services market by focusing on industry expertise, customer trust, and differentiated messaging instead of trying to appeal to everyone. She explains why successful marketing begins with identifying what a company truly wants to be known for, leveraging proven experience in key industries, and building credibility through targeted positioning rather than broad, generic messaging. The conversation also explores the growing importance of AI literacy, where Joya distinguishes it from simply knowing how to use AI tools. She discusses why marketers must pair AI with human judgment, critical thinking, governance, and ethical oversight, emphasizing that responsible AI adoption requires understanding a tool’s limitations, evaluating outputs, and creating thoughtful processes that encourage experimentation without sacrificing brand trust. InterraIT website: https://interrait.com

Automotive CRM Innovation: Building Customer Loyalty Through Better Engagement with Meghan Hakey

18 min

In this episode of Data Planet, host Emma Davis interviews Meghan Hakey, Director of Go-To-Market at DriveCentric. Meghan shares how the automotive industry is evolving beyond legacy CRM systems by combining AI-powered automation with authentic human relationships to improve dealership performance and customer loyalty. She explains why modern dealerships are embracing intelligent engagement platforms that automate follow-ups, personalize customer communications, and help sales teams focus on building lasting relationships rather than administrative work. Together, Emma and Meghan discuss the importance of aligning sales and marketing through data, tailoring messaging to different buyer personas, and using AI to enhance—not replace—the human experience, ultimately helping dealerships increase retention, accelerate sales, and create stronger customer experiences. DriveCentric website: https://drivecentric.com

Ethical AI Adoption: Creating Accountable Business Frameworks with Kate Minnema

16 min

In this episode of Data Planet, host Emma Davis interviews Kate Minnema, go-to-market strategist and AI adoption consultant at Magenta GTM Solutions. Kate shares why successful AI adoption starts with strong go-to-market strategy rather than simply choosing the latest tools, explaining how AI accelerates execution without replacing strategic thinking. She introduces her business ethics framework for responsible AI adoption, covering transparency, fairness, accountability, data privacy, and governance, while highlighting the importance of keeping humans accountable for AI-assisted decisions. The conversation also explores how organizations can evaluate existing AI capabilities before investing in new platforms, the risks of exposing customer and proprietary data to third-party AI models, practical guidelines like the 70/30 rule for AI-generated work, and why annual AI reviews help businesses stay agile without constantly chasing every new tool. Magenta GTM Solutions website: https://magentagtm.com

Project Management for Marketing: Building High-Performing Campaigns with Mahsa Malekyar

26 min

In this episode of Data Planet, host Emma Davis interviews strategic marketing leader Mahsa Malekyar. Mahsa shares how combining project management with modern marketing operations creates stronger alignment, more efficient execution, and better business outcomes. She explains why communication—not just time management—is the foundation of successful cross-functional marketing teams, and how project management helps eliminate silos, keep stakeholders aligned, and prevent scope creep. The conversation also explores the balance between data and intuition, emphasizing that while experience shapes decision-making, marketers must continually validate assumptions with performance metrics and customer feedback. Mahsa discusses the importance of controlling variables when testing campaigns, using iterative growth marketing strategies, and ensuring brand consistency across every customer touchpoint by empowering employees to become brand advocates. She also highlights why organizational alignment, continuous learning, and placing people in roles they’re passionate about are essential for building high-performing teams that drive sustainable growth. Mahsa Malekyar's LinkedIn: https://www.linkedin.com/in/mmalekyar/

Revenue Management: Using AI to Maximize Short-Term Rental Growth with Caitlin Cassady

21 min

In this episode of Data Planet, host Emma Davis interviews Caitlin Cassady, Vice President of Marketing at Beyond. They explore how the short-term rental revenue management platform leverages massive datasets to help property owners optimize pricing, automate decision-making, and improve overall booking performance. Caitlin breaks down how Beyond turns complex signals like comp set performance, guest search behavior, and seasonal demand trends into actionable recommendations that help hosts maximize revenue without being overwhelmed by dashboards full of raw data. She also dives into how AI and machine learning are increasingly used to surface the “right” insights at the right time, enabling customers to shift from manual optimization to intelligent automation. Caitlin also explains how Beyond tailors messaging for different customer types—from individual hosts to large property managers—while also experimenting with AI-driven personalization to refine campaigns in real time. The discussion further highlights the balance between automation and human decision-making, emphasizing the importance of keeping critical thinking intact while removing repetitive operational work. Together, they unpack how data, AI, and lifecycle insights are reshaping both product experience and modern growth marketing strategy in the travel and hospitality tech space. Beyond website: https://www.beyondpricing.com

Organizational Culture Building: Building Trust Through Empowered Leadership with Robin Marie Bowling

30 min

In this episode of Data Planet, host Emma Davis interviews Robin Bowling, fractional CMO and CRO and author of Clarity Curve, an independent marketing and leadership strategist operating in a fractional executive capacity. They explore how modern growth teams can unlock performance through leadership clarity, organizational alignment, and simplified execution frameworks. Robin shares how most teams don’t struggle due to lack of talent, but due to misaligned priorities and constant shifts in direction that create confusion disguised as productivity. She breaks down the leadership principle that clarity drives momentum, explaining how simplifying expectations and reducing over-management allows teams to execute faster and with greater ownership. The conversation also dives into culture as a behavioral system shaped by leaders under pressure, where consistency, accountability, and recognition define how teams operate day to day. Robin further discusses the importance of empowering leaders to develop others rather than control output, alongside a deeper reflection on purpose, integrity, and the long-term impact of values-driven leadership.

Enterprise Marketing Operations: Driving Pipeline Through Product and Growth Alignment with Sav Khetan and Meghan Whinery

29 min

In this episode of Data Planet, host Emma Davis interviews Sav Khetan, Vice President Product Marketing, and Meghan Whinery, VP of Growth Marketing at Tealium. Together, they explore how product marketing and growth marketing teams collaborate to drive enterprise pipeline growth, customer engagement, and long-term retention in today’s rapidly evolving AI-driven landscape. The conversation dives into how Tealium aligns messaging, data strategy, and campaign execution across complex enterprise sales cycles while balancing brand awareness, pipeline acceleration, and customer expansion. Sav and Meghan share practical insights into measuring marketing effectiveness beyond vanity metrics, adapting strategies in uncertain market conditions, and navigating executive alignment during a time of rapid AI adoption and changing customer expectations. They also discuss the importance of experimentation, cross-functional collaboration, and maintaining agility in modern B2B SaaS marketing, while emphasizing why there is no “silver bullet” strategy for growth. Tealium website: https://tealium.com

AI Superusers at Work: Balancing Productivity and Human Creativity with Brenna McNally

23 min

In this episode of Data Planet, host Emma Davis interviews Brenna McNally, Director of Marketing of Craftable. They explore the growing reality of AI superusers, the emotional toll of managing agentic AI workflows, and how high-performing professionals are navigating burnout in an always-on productivity culture. Brenna shares her firsthand experience using AI-driven systems to scale marketing operations while balancing the constant micro-decisions, quality assurance demands, and mental fatigue that come with orchestrating multiple AI tools at once. The conversation dives into the hidden costs of AI adoption, including unrealistic productivity expectations, the psychological impact on overachievers, and the importance of building intentional rest and recovery protocols to sustain creative performance. Brenna also explains how Craftable is helping restaurants and hospitality operators streamline purchasing, inventory, and back-office operations through AI-powered insights, enabling teams to spend less time managing spreadsheets and more time focused on guest experiences and operational efficiency. Craftable website: https://craftable.com

Real Estate Technology: Scaling Broker Growth Through Platform Consolidation with Jack Markham

19 min

In this episode of Data Planet, host Emma Davis interviews Jack Markham, Chief Marketing Officer of Inside Real Estate. Jack shares how his transition from Executive Vice President of Strategic Growth to CMO has shaped a revenue-first approach to marketing leadership, creating stronger alignment between sales, marketing, and customer success. Jack also discusses the complexity of serving multiple audiences within the real estate ecosystem—from enterprise brokerages and large teams to individual agents and consumers—and how Inside Real Estate helps organizations scale through its BoldTrail platform. Listeners will gain insights into connecting marketing metrics to business results, driving product adoption at scale, empowering high-performing teams through cross-functional collaboration, and leveraging technology to unlock growth for brokerages looking to expand market share. The episode offers valuable lessons for growth leaders, marketers, and revenue operators seeking to build more accountable, data-driven organizations. Inside Real Estate website: https://insiderealestate.com

Personalized Software Discovery: Scaling SaaS Acquisition Channels with Bilal Ahmed Khan

19 min

In this episode of Data Planet, host Emma Davis interviews Bilal Ahmed Khan, Senior Director of Inbound Marketing at Software Finder. They explore how SaaS companies can improve software discovery, lead generation, and marketplace visibility in an increasingly AI-driven landscape. Bilal shares how Software Finder differentiates itself from legacy review platforms through personalized software recommendations, human-centered consultations, and tailored growth models for SaaS vendors. Bilal also explains why human guidance still matters in high-stakes software purchasing decisions, how Software Finder helps startups accelerate discoverability and rankings, and why modern SaaS companies need more than just directory listings to compete effectively. Software Finder website: https://softwarefinder.com

Product Marketing Strategy: Driving SaaS Pipeline Growth with Rick Weithas

18 min

In this episode of Data Planet, host Emma Davis interviews Richard (Rick) Weithas, former product marketing leader at NAVEX. They discuss the evolving role of product marketing in private equity-backed SaaS companies, including how product marketers drive pipeline growth, align sales and marketing teams, and balance short-term revenue pressure with long-term market positioning. Rick shares practical insights on improving win rates through better go-to-market alignment, reducing “close-no-decision” deals, and identifying urgency within the customer journey. The conversation also explores the growing impact of AI on modern marketing teams, why over-automation can weaken brand differentiation, and how companies can use AI more strategically for smarter targeting, customer intelligence, and personalized engagement rather than simply producing more content. NAVEX website: https://www.navex.com/

Brand Strategy and Diversification: Building a Multi-Division Growth Model with Brandon Painter

21 min

In this episode of Data Planet, host Emma Davis interviews Brandon Painter, Senior Director of Growth Strategy and Operations at Retrochem Inc. They explore how Retrochem is structured as a diversified consortium of service-driven divisions and why this multi-pillar model supports sustainable business growth across different market segments. Brandon breaks down the critical prerequisites for successful paid digital marketing, emphasizing that companies must first establish proven product-market fit, build conversion-ready digital experiences, and implement clean sales and marketing data infrastructure before investing in paid channels. The conversation also dives into the role of brand strategy as the foundation for scalable growth, including how clearly defining who the company is, who it serves, and how it shows up across channels directly impacts marketing efficiency, segmentation, and overall campaign performance. Together, they unpack why premature paid media investment often leads to wasted spend and how operational readiness and strategic clarity determine whether marketing becomes a growth accelerator or a costly liability. Retrochem Inc website: http://www.retrochem.com

Trade Show Marketing Strategy: Turning Events into Pipeline with Rob Stanley

23 min

In this episode of Data Planet, host Emma Davis interviews Rob Stanley, Senior Director of Growth Marketing at Miva. They explore how modern growth teams are building scalable, measurable systems that blend field marketing, AI-driven research, and tight sales alignment to drive real pipeline impact. Rob shares how Miva supports high-growth B2B and D2C ecommerce brands at scale, and how his role focuses on testing unconventional but high-impact growth strategies such as trade shows, direct outreach, and consistent offline channels like postcards—while ensuring every initiative is tied to measurable outcomes through landing pages, scheduled follow-ups, and structured tracking. The conversation also dives into how AI is reshaping marketing workflows, from accelerating research and prospecting to improving campaign execution, while emphasizing the importance of human validation and relationship-building in complex B2B sales cycles. Miva website: https://www.miva.com

Sales and Marketing Alignment: Building Shared Pipeline Accountability with Heather Adams

18 min

In this episode of Data Planet, host Emma Davis interviews Heather Adams, Principal Strategist of Catalyst GTM. The conversation explores how modern B2B organizations can eliminate friction between sales and marketing by aligning teams around shared revenue goals, pipeline accountability, and data-driven collaboration. Heather breaks down the evolution from traditional MQL-focused marketing to integrated go-to-market systems built on revenue impact, ABM execution, and buyer group engagement. She also shares practical frameworks for defining ideal customer profiles, creating messaging that resonates with enterprise buyers, and building fast feedback loops between SDRs, sales teams, and marketing leaders to improve conversion and pipeline performance.

Marketing Operations Evolution: Breaking Down Team Silos for Growth with Christine Royston

19 min

In this episode of Data Planet, host Emma Davis interviews Christine Royston, Chief Marketing Officer of Wrike. They explore how modern marketing organizations can move beyond traditional siloed structures and redesign the way work flows to drive more cohesive growth. Christine shares how Wrike—a leading enterprise work management platform—rethought its marketing operating model by introducing cross-functional “pods” centered around audiences and business outcomes rather than isolated functional teams. Christine also unpacks the realities of change management, including how to secure buy-in, address concerns around shifting priorities, and ensure teams understand the “why” behind the transformation without disrupting reporting structures. Wrike website: https://www.wrike.com

Data Warehouse Marketing: Turning Enterprise Customer Data into Campaigns with Will Devlin

18 min

In this episode of Data Planet, host Emma Davis interviews Will Devlin, Senior Vice President of Marketing of MessageGears, a customer engagement software platform for enterprise B2C brands. They explore how modern enterprise companies are struggling to turn massive volumes of fragmented customer data into meaningful, personalized marketing experiences, and how MessageGears helps solve this by enabling brands to activate data directly from their data warehouses for more efficient audience building and campaign execution. Will Devlin breaks down the realities of enterprise B2B marketing, including long 6–12 month sales cycles involving multiple stakeholders across IT, legal, and procurement teams, as well as the hidden cost inefficiencies that come from duplicating and storing customer data across multiple SaaS tools. MessageGears website: https://www.messagegears.com

AI-Powered Buyer Journeys: Driving Enterprise Engagement with Katie Jones

19 min

In this episode of Data Planet, host Emma Davis interviews Katie Jones, EVP of Marketing and Operations and Chief of Staff at PathFactory. They discuss how modern B2B marketing is evolving as buyers increasingly expect personalized, self-guided digital experiences similar to Netflix or Amazon. Katie shares how PathFactory uses AI-powered content personalization and buyer engagement analytics to help enterprise companies create scalable one-to-one and one-to-few ABM strategies that accelerate pipeline and improve customer engagement. The conversation explores how lean marketing teams can successfully scale personalized campaigns, why today’s buyers delay conversations with sales until later in the funnel, and how organizations can create “bingeable” content experiences that educate entire buying committees. PathFactory website: https://www.pathfactory.com/

Marketing Leadership: Scaling B2B Teams from Strategy to Execution with Hadar Livne

29 min

In this episode of Data Planet, host Emma Davis interviews Hadar Livne, Fractional CMO specializing in B2B tech marketing. They explore how growing companies can transform marketing from a support function into a true growth engine by combining data-driven decision-making with strong customer-centric messaging. Hadar shares her approach to stepping into scaling organizations, identifying gaps in positioning, and building end-to-end marketing frameworks that connect strategy with execution. The conversation highlights two key themes: first, why data alone is insufficient for effective marketing—emphasizing the need to interpret meaning, understand customer psychology, and craft messaging that resonates; and second, how fractional marketing leadership can help companies prioritize, structure, and scale their efforts without committing to full-time executive hires. They also discuss common pitfalls in B2B marketing, including over-reliance on “safe” decisions, lack of proper lead tracking, and the importance of aligning internal stakeholders to support long-term growth initiatives. Hadar provides practical insights on leveraging customer conversations, sales feedback, and market positioning to create impactful campaigns that drive sustainable results. Hadar Livne LinkedIn: https://www.linkedin.com/in/hadarlivne

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