Épisodes

  • Is a lack of ‘commercial credibility’ the Achilles heel of B2B brands in the sales conversation? | Lorraine Emmett of Emmett & Churchman on ‘The Trust Advantage
    Oct 21 2026

    Here's an uncomfortable idea for any B2B business competing for a high-value deal: your biggest competitor may not be a better business. It may simply be one that's easier to believe.

    That's the starting point for the second year of the Trust Advantage research from Emmett & Churchman, which surveyed 200 senior technology decision-makers and sat down with 19 CEOs making real, high-stakes buying decisions. The finding: capable businesses lose deals constantly, not for lack of capability, but because of what the research calls the commercial credibility gap, the distance between what a business can deliver and what a buyer can see, believe and defend.

    Joel is joined by Lorraine Emmett, founder and managing director of Emmett & Churchman and the lead author of the research, to unpack why 45% of senior buyers say they've ruled out a supplier for failing to prove its credibility, and what leadership teams can do to close the gap in their own business.

    Download the 'Trust Advantage' report here: https://emmettandchurchman.com/trust/

    What you'll learn

    • What the commercial credibility gap actually is, and why it explains lost deals that looked like safe wins on paper.
    • The three questions buyers are really asking of every supplier, and which one businesses most consistently fail to answer.
    • Why a frank discussion of limitations and risk can build more trust than a flawless pitch.
    • What a smaller or less recognised B2B business can do to compete credibly against a better-known incumbent.
    • The first practical step for any leadership team that wants to close this gap in its own business.

    Chapters

    • Introduction: the commercial credibility gap
    • Why Emmett & Churchman ran this research for a second year
    • The three questions every buyer is asking: can I see it, believe it, defend it
    • Why “can I see it” is the one businesses fail most
    • Overpromising versus candour: the biggest destroyer of trust
    • The human side of commercial negotiation
    • Equipping your champion: evidence that travels beyond the room
    • Challenger opportunity: why 57% would choose a trusted smaller supplier
    • Reframing commercial credibility as a leadership issue
    • The CEO commercial credibility test
    • Closing thought: where to start closing the gap

    Follow Lorraine Emmett

    • LinkedIn: https://www.linkedin.com/in/lorraineemmett-b2b-strategic-comms/
    • Emmett & Churchman: https://www.linkedin.com/company/emmett-churchman/home/

    Closing boilerplate

    If you found this conversation useful, the best way to support the show is to subscribe and leave a rating wherever you listen. It genuinely helps more B2B marketers find us.

    🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community ➡ www.joelharrisonb2b.com

    💬 What's costing your business the deals it should be winning: capability, or credibility? Let us know in the comments below.

    🔔 Subscribe to my newsletter for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing. www.joelharrisonb2b.com/podcast

    #JoelHarrisonB2B #B2BMarketing #ThoughtLeadership #TrustAndInfluence #B2BSales #CommercialCredibility #B2BBuyers #MarketingPodcast #B2BInsights #CMOLeadership #B2BGrowth

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    29 min
  • How to win trust in ABM's biggest deals
    Oct 14 2026

    Why AI makes human experiences more valuable, not less, with Claire Ellis of JPC

    ABM was supposed to be about relationships. As AI makes targeting and personalisation cheap and abundant, the thing ABM was meant to build in the first place, trust with the people who actually decide, has become the real differentiator. Nowhere is that more acute than in ABM's biggest deals, where a single account can be worth millions and keeping it can matter even more than winning it.

    ➡️ Joel Harrison is joined by Claire Ellis, Managing Director of JPC, to unpack experiential ABM: human moments designed to move specific stakeholders, rather than events that simply fill rooms. Claire explains why buyers are now using AI to form preferences early and out of sight, why so much supplier activity is noise rather than relationship progress, and how to work out who really carries the room. She shares how BT moved from infrastructure provider to strategic partner with Translink, where organisations should deliberately keep human judgement in the loop, and why accountability matters more than accuracy when AI shapes what a senior buyer sees. If you run ABM, or are weighing up where your next experience budget should go, this conversation will sharpen how you plan, measure and own those moments. This episode is sponsored by JPC.

    What you’ll learn

    • Why AI has made trust harder to earn in complex deals, and what buyers rely on instead.
    • How to design experiences around the change you need in specific stakeholders, rather than around the format.
    • How to spot who really carries the room, and when to rethink your account plan.
    • Where to deliberately keep human judgement, and how open to be about AI's role.
    • What credible relationship movement looks like, and who should own what happens next.

    Chapters

    00:00 Introduction: trust and ABM in an AI world

    01:55 Claire Ellis and JPC

    04:29 Where suppliers go wrong in complex deals

    08:26 AI cuts both ways: why trust is harder to earn

    11:59 Influencing an account before the opportunity exists

    15:30 What experiential ABM is, and what it isn't

    18:06 Why the format gets decided first, and what it costs

    22:00 Finding who really carries the room

    26:17 BT and Translink: when co-creation is real

    31:14 Where to keep human judgement in the loop

    35:13 Accuracy, authenticity and accountability in AI

    37:44 What credible relationship movement looks like

    41:47 What a CMO should ask before booking anything

    44:11 Close and where to find out more

    Follow Claire Ellis

    Claire Ellis on LinkedIn ▶ https://www.linkedin.com/in/claireellisjpc/

    JPC ▶ https://thinkjpc.com/

    Find out more

    Read JPC's report, The human advantage in an AI-powered world ▶ https://thinkjpc.turtl.co/story/experiential-abm-roundtable-recap/page/1?pid=6aabbc5b8632548bf34bd33c

    Hear Claire and JPC at the Global ABM conference ▶ https://events.b2bmarketing.net/abmconference

    If you care about making B2B marketing more meaningful, useful, and memorable, this conversation is for you. It's honest, reflective, and packed with takeaways that can help elevate your approach, whether you're a marketing leader, an ABM practitioner, or working alongside sales on your most important accounts.

    🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community ➡️ https://www.joelharrisonb2b.com/

    💬 What's the last event in your account plan that actually moved a relationship? Let us know in the comments below.

    🔔 Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing.

    📲 Follow Joel Harrison and Trust & Influence in B2B across the web:

    LinkedIn ▶ https://linkedin.com/in/joelharrison/

    Podcast ▶ https://trust-influence-in-b2b.captivate.fm/

    Instagram ▶ https://instagram.com/joelharrisonb2b/

    #JoelHarrisonB2B, #B2BMarketing, #ABM, #AccountBasedMarketing, #ExperientialABM, #ExperientialMarketing, #B2BTrust, #AIinMarketing, #EnterpriseSales, #StrategicAccounts, #SalesAndMarketing, #MarketingPodcast, #B2BInsights, #JoelHarrison, #B2BStrategy, #CMOLeadership, #B2BGrowth

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    40 min
  • Everyone's talking about BGM, but how do you measure maturity? | Analysis from Pretzl's new Buying Group Index
    Oct 7 2026

    Everyone's talking about buyer group marketing. Far fewer are doing it well, and most organisations have no reliable way of knowing how mature their approach really is. For this sponsored episode, Joel Harrison is joined by Greg Salmon, CEO of Pretzl, and Jeff Lowe, Pretzl's go-to-market advisor and a former CMO and Chief Commercial Officer at SMART Technologies, to unpack the 2026 Buyer Group Index. Produced in association with the ANA and research firm NewtonX, the Index surveyed 200 senior go-to-market leaders and measured 28 practices against commercial outcomes, from pipeline velocity to time to market.

    ➡️ Greg explains why so much of what passes for buyer group marketing is persona-based nurture under a new name, why the single score of the MQL is so comforting and so misleading, and how to reach the hidden influencers and build trust with people a vendor may never meet. He also warns that AI can scale bad assumptions as easily as good ones. Jeff draws on his years client-side to argue that separate sales and marketing teams are an outdated idea, explains why connected data has become a CMO's problem, and sets out what the leading organisations do differently.

    What You'll Learn

    • Why so much of what passes for buyer group marketing is persona-based nurture under a new name, and how to tell the difference.
    • How to identify the hidden influencers in a buying group and build trust with people you may never meet.
    • Why AI is speeding up go-to-market activity without automatically improving growth, and what to do about how AI represents your brand.
    • Why connected data and genuine sales and marketing alignment are the highest-impact practices, and among the weakest.
    • What the leading organisations do differently, and how to benchmark your own maturity in around 15 minutes.

    Chapters

    00:00 Introduction: Pretzl and buyer group marketing

    01:57 Introducing the 2026 Buyer Group Index

    03:59 When buyer group marketing is persona nurture by another name

    04:38 What a maturity score of 63.2 tells us

    07:01 Why the MQL is so hard to let go of

    10:06 Who the hidden influencers are

    11:25 Building trust with people you never meet

    12:28 Practical step: mapping your buyer group

    14:57 When most buyer research happens out of sight

    16:31 Why AI isn't automatically improving growth

    17:36 How AI represents your brand

    18:49 Practical step: the next 90 days

    20:09 Jeff Lowe: from client-side to Pretzl

    20:59 Why the real benchmark is lower than 63.2

    22:18 Connected data and the systems gap

    24:00 Should sales and marketing be one team?

    26:56 What the leading organisations do differently

    29:23 Practical step: benchmark your own maturity

    31:31 Wrap-up

    Follow Greg Salmon, Jeff Lowe and Pretzl

    Greg Salmon on LinkedIn: https://www.linkedin.com/in/greg-salmon-280a1412/

    Jeff Lowe on LinkedIn: https://www.linkedin.com/in/jefflowe2/

    Pretzl: https://www.linkedin.com/company/pretzlco/

    Take the free Buyer Group Index assessment: [link]

    If you're responsible for go-to-market and want an honest view of where your organisation stands, this conversation is for you. It's practical, candid and packed with first steps you can act on now.

    🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community ➡️ https://www.joelharrisonb2b.com/

    💬 Is your buyer group marketing the real thing, or persona nurture with a new name? Let us know in the comments below.

    🔔 Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing. https://youtube.com/@JoelHarrison-B2B?sub_confirmation=1

    📲 Follow Joel Harrison and Trust & Influence in B2B across the web: LinkedIn ▶ https://linkedin.com/in/joelharrison/ Podcast ▶ https://trust-influence-in-b2b.captivate.fm/ Instagram ▶ https://instagram.com/joelharrisonb2b/

    #JoelHarrisonB2B, #B2BMarketing, #ThoughtLeadership, #MarketingPodcast, #B2BInsights, #JoelHarrison, #B2BStrategy, #BuyerGroupMarketing, #BuyerGroups, #GoToMarket, #GTMStrategy, #SalesAndMarketing, #ABM, #RevOps, #AIinMarketing, #CMOLeadership, #B2BGrowth

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    32 min
  • B2B nostalgia: how and when to go retro in your campaigns | Five creative approaches from the B2B Marketing Awards entries, with Guy O'Brien of Custom Influence
    Sep 29 2026

    Nostalgia sells everything from trainers to TV reboots, yet it barely registers in B2B marketing. To find out why, Joel Harrison went through three years of B2B Marketing Awards entries in search of the exceptions, and invited Guy O'Brien, co-founder of B2B influencer marketing agency Custom Influence, into the studio to make sense of what he found.

    ➡️ Together they unpack five ways B2B brands are going retro, from Exel Composites retelling the Three Little Pigs to Allica Bank's bowler hat, and ask why so few try it. Guy's verdict is that nostalgia isn't wrong for B2B, it's just hard: target the wrong generation and you alienate the buyers coming through; lean too far into the joke and people remember the ad but not the brand. Joel adds a warning of his own about nostalgia that stirs the wrong memories. If you're weighing a bolder creative idea, this conversation will help you judge when going retro will pay off.

    What You'll Learn

    • Why nostalgia is everywhere in consumer marketing but rare in B2B, and why that comes down to difficulty rather than suitability.
    • The five creative approaches B2B brands are using to go retro, with campaign examples from the B2B Marketing Awards.
    • How to avoid alienating buyers from other generations as B2B buying groups get younger.
    • Why the brand, not the nostalgic idea, has to be what people remember.
    • How a nostalgic idea can build a community rather than a one-off moment.

    Chapters

    00:00 - Introduction: where this conversation came from

    01:52 - Guy O'Brien and Custom Influence

    03:44 - Nostalgia and the humanisation of B2B

    04:27 - Trend 1: Generational era cues (Just Group)

    09:45 - Why nostalgia is so rare in B2B

    11:25 - Trend 2: Childhood storytelling (Exel Composites)

    17:16 - Trend 3: Retro media formats (Infoblox and 6sense)

    22:45 - Trend 4: Period-specific aesthetics (Ecolab)

    27:14 - Trend 5: Iconography of tradition (Allica Bank)

    34:29 - The verdict: is nostalgia viable in B2B?

    36:14 - When nostalgia backfires

    40:47 - Where to find the campaigns

    Follow Guy O'Brien

    LinkedIn: [link]

    Custom Influence: https://custominfluence.com/

    Closing boilerplate

    If you care about making B2B marketing more meaningful, useful, and memorable, this conversation is for you. It's honest, reflective, and packed with takeaways that can help elevate your approach to creative and thought leadership, whether you're a content creator, strategist, or brand leader.

    🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community ➡️ https://www.joelharrisonb2b.com/

    💬 Would you take your B2B brand retro, or is nostalgia best left to consumer marketers? Let us know in the comments below.

    🔔 Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing. https://youtube.com/@JoelHarrison-B2B?sub_confirmation=1

    📲 Follow Joel Harrison and Trust & Influence in B2B across the web: LinkedIn ▶ https://linkedin.com/in/joelharrison/ Podcast ▶ https://trust-influence-in-b2b.captivate.fm/ Instagram ▶ https://instagram.com/joelharrisonb2b/

    #JoelHarrisonB2B, #B2BMarketing, #ThoughtLeadership, #ContentStrategy, #MarketingTrends, #B2BContent, #Storytelling, #MarketingPodcast, #B2BInsights, #JoelHarrison, #B2BVideos, #B2BStrategy, #NostalgiaMarketing, #B2BCreative, #CreativeEffectiveness, #BrandBuilding, #InfluencerMarketing, #B2BMarketingAwards

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    39 min
  • Think you control the buyer journey? Think again... | Why LLMs and influencers are in the driving seat, with John Rockhold of Spotlight
    Sep 22 2026
    The winning vendor is usually already on the buyer's shortlist before a single sales conversation happens, and increasingly, it isn't a salesperson or a website that put them there. It's a large language model, quietly checking what real people are already saying about you.John Rockhold, VP of Market Engagement at Spotlight, joins Joel Harrison to unpack Influence Orchestration, Spotlight's new research into how buying preference now forms in AI answer engines, peer communities and analyst conversations, long before a deal ever reaches a pipeline. John's team interviewed 23 leaders who build and measure B2B influence, reviewed 27 published studies of buyer behaviour, and analysed millions of AI engine answers and citations across B2B technology categories. The conversation also draws on Spotlight Summit, the event John's team ran in Kansas City the week this episode was recorded, where Joel spoke alongside Bijou Barry, Megan Burns and other voices shaping this shift.What you'll learnWhy buyer preference now largely forms out of sight, in AI prompt windows, peer conversations and communities, before a vendor even knows a deal existsWhat separates the vendors AI answer engines actually recommend from the ones they ignoreWhy earned trust compounds over time, while paid attention resets the moment you stop paying for itWho should really own influence inside a B2B company, and why almost nobody does todayWhat to check in your own AI visibility on Monday morning, and what to do if you don't like what you findIf you find this conversation valuable, please take a moment to subscribe to the podcast and leave a rating or review. It really helps other B2B marketers discover the show.Chapters00:00 Introduction: the shortlist is already written01:47 Welcome, John Rockhold02:08 Inside Spotlight Summit04:22 What Spotlight does, and where the report began08:25 Why “Influence Orchestration”11:22 The day one shortlist: 95% and what it means for the buyer journey15:05 Robots, humans, and the return of intermediaries16:55 The verification loop: how buyers check what the machine tells them19:20 Earned versus owned: the quote, the sidebar, and the flip22:13 Megan Burns and the internal trust problem25:28 Why nobody owns influence, and why that has to change26:42 The 50% ceiling: when owned content collapses your visibility28:20 Three predictions for 2027 and 202833:48 What to check on Monday morning35:15 Does compounding influence favour challengers or incumbents?38:33 What John learned at Spotlight SummitChapter times are taken from the pre-edit transcript. Re-time against the published cut once the final edit is locked.Follow John RockholdLinkedIn: https://www.linkedin.com/in/johnrockhold/Spotlight: https://spotlight-io.com/More from Trust & Influence in B2B🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community: https://www.joelharrisonb2b.com/💬 What's the one place your buyers are checking that you haven't thought about yet? Let us know in the comments.🔔 Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing: https://youtube.com/@JoelHarrison-B2B?sub_confirmation=1📲 Follow Joel Harrison and Trust & Influence in B2B across the web:LinkedIn: https://linkedin.com/in/joelharrison/Podcast: https://trust-influence-in-b2b.captivate.fm/Instagram: https://instagram.com/joelharrisonb2b/#B2BMarketing #TrustAndInfluence #InfluenceOrchestration #AIinMarketing #GEO #AEO #BuyerJourney #AnalystRelations #B2BPodcast #MarketingPodcast #JoelHarrison #Spotlight #JohnRockhold
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    39 min
  • Automating judgment, not just tasks | Michelle Huff on building AI trust the way you'd onboard a new hire
    Sep 15 2026
    Every B2B vendor now has an AI story. Michelle Huff, Chief Marketing Officer at Alteryx, argues that's exactly the problem: when everyone makes the same promise, positioning around AI stops being a differentiator and becomes table stakes. Michelle brings more than 25 years leading marketing and go-to-market strategy at Oracle, Salesforce and UserTesting to the question of how a 25-year-old analytics brand earns its place in the AI era without sliding into hype.Joel and Michelle talk through how Alteryx replaces claims with proof – a 760,000-member user community, customer stories, and a framework (Visible, Understandable, Repeatable, Auditable) for what makes an automated decision trustworthy. Michelle also unpacks a strikingly simple way to think about handing judgment to AI: treat it like onboarding a new hire, earning autonomy step by step rather than switching it on and walking away.What you'll learnWhy positioning around AI is now table stakes rather than a differentiator – and what to do about itHow to move a brand beyond me-too claims to demonstrable, genuine valueWhat proof of substance actually looks like to a buyer who's heard every AI promise beforeWhy the real AI story is about automating judgment, not just tasksA practical framework for deciding what's ready to automate and what still needs a human in the loopChapters00:00 Introduction: why AI positioning is now table stakes02:02 Meet Michelle Huff and Alteryx's 25-year evolution04:54 25 years across tech shifts: the instinct that carries through08:49 Beyond the AI me-too: proving value, not just claiming it10:36 Community and advocacy at scale12:21 Building movements, not monuments: the Salesforce influence14:00 Where AI genuinely changes the product vs. just the language15:50 Vision vs. reality: staying grounded while pointing ahead16:19 Repositioning a legacy brand without over-claiming20:15 The BIRA framework: visible, understandable, repeatable, auditable23:50 Data vs. story: which one wins when they pull apart26:45 Automating judgment: the new-hire analogy and the trust score31:02 Task-owners vs. problem-owners: staying valuable as AI reshapes marketing32:58 Advice for teams that don't trust their AI output yet34:29 Closing thoughtsFollow Michelle HuffLinkedIn: https://www.linkedin.com/in/michellehuff/Alteryx: https://www.alteryx.com/Closing boilerplateIf you care about making B2B marketing more meaningful, useful, and memorable, this conversation is for you. It's honest, reflective, and packed with takeaways that can help elevate your approach to thought leadership – whether you're a content creator, strategist, or brand leader.🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community ➡ https://www.joelharrisonb2b.com/💬 Where's the line for you between AI that's a genuine step change and AI that's just new language on old capability? Let us know in the comments below.🔔 Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing. https://youtube.com/@JoelHarrison-B2B?sub_confirmation=1📲 Follow Joel Harrison and Trust & Influence in B2B across the web: LinkedIn ▶ https://linkedin.com/in/joelharrison/Podcast ▶ https://trust-influence-in-b2b.captivate.fm/Instagram ▶ https://instagram.com/joelharrisonb2b/
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    35 min
  • Before 'sleeping giant' Iron Mountain got loud, it had to be believed | CMO Karen Feldman on earning that trust
    Sep 8 2026

    Iron Mountain is nearly 75 years old, built on physical records storage, and structured as a real estate investment trust — known for most of its history for warehouses and shredding trucks, not brand campaigns. Then Karen Feldman arrived as the company's first-ever Chief Marketing Officer.

    Karen joins Joel Harrison to explain what it actually means to become a legacy business's first CMO when marketing already exists, just without a seat at the top table — and the trust-building playbook that got her there. We cover the brand health study that reshaped her budget priorities, the McLaren Racing partnership that mirrors Iron Mountain's own value proposition, how AI is reshaping B2B search behaviour, and her advice for any marketing leader walking into a legacy business.

    If you find this valuable, please subscribe and leave a rating or review — it really helps other B2B marketers find the show.

    Guest

    Karen Feldman, SVP & Chief Marketing Officer, Iron Mountain

    Karen Feldman is SVP and Chief Marketing Officer at Iron Mountain, a role she took on in November 2024 as the company's first-ever CMO. She joined from IBM Consulting, where she spent over 25 years at IBM, including as CMO leading the business's repositioning following the Kyndryl spin-off.

    Karen on LinkedIn: https://www.linkedin.com/in/karen-feldman-217440/

    Host

    Joel Harrison, founder of Joel Harrison B2B and host of Trust & Influence in B2B.

    Joel on LinkedIn: https://www.linkedin.com/in/joelharrison/

    In this episode

    00:00 Welcome, and introducing Karen Feldman

    02:27 What Iron Mountain actually does today

    04:48 Karen's path from IBM Consulting to Iron Mountain

    11:06 The brand platform: protect what matters, unlock what's possible

    14:43 Earning the leadership trust to build a real CMO mandate

    19:09 The McLaren Racing partnership

    21:59 Brand, demand, and speaking the business's language

    28:28 AI and trust in the B2B mid-funnel

    32:25 Advice for marketers walking into a legacy business

    35:11 Two years in: what's been unlocked so far

    Follow Karen Feldman LinkedIn: https://www.linkedin.com/in/karen-feldman-217440/

    Iron Mountain: https://www.ironmountain.com/

    Closing & Calls to Action 🌐 Visit Joel Harrison's website to explore exclusive reports, upcoming events, and join the B2B marketing community: https://www.joelharrisonb2b.com/ What would you tell a marketing leader walking into a legacy B2B business for the first time?

    Let us know in the comments below.

    Subscribe to the channel for weekly insights, interviews, and on-the-ground perspectives from the world of B2B marketing: https://youtube.com/@JoelHarrison-B2B?sub_confirmation=1

    Follow Joel Harrison and Trust & Influence in B2B across the web: LinkedIn:

    https://linkedin.com/in/joelharrison/

    Podcast: https://trust-influence-in-b2b.captivate.fm/

    Instagram: https://instagram.com/joelharrisonb2b/

    #JoelHarrisonB2B, #B2BMarketing, #ThoughtLeadership, #ContentStrategy, #MarketingTrends, #B2BContent, #BrandStrategy, #Storytelling, #MarketingPodcast, #B2BInsights, #JoelHarrison, #B2BVideos, #B2BStrategy, #CMO, #MarketingLeadership, #BrandTrust, #LegacyBrands, #B2BGrowth, #TrustAndInfluenceInB2B, #IronMountain

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    40 min
  • Finally! A replacement for NPS... or is it? | How Tony Larks hacked Bain & Co's groundbreaking 'shortlist score'
    Sep 1 2026

    NPS has survived more obituaries than almost any other metric in B2B marketing — and it's still standing. Bain & Co.'s newest research doesn't try to kill it off again; it argues the real predictor of B2B growth is something else entirely: whether a vendor makes a buyer's 'day one' shortlist, the mental list formed before anyone picks up the phone. Tony Larks, a B2B marketing leader with over 20 years of experience spanning sales, enterprise technology and zero-to-one startup builds, read that research and asked the obvious next question — could you estimate your shortlist position without ever surveying a buyer?

    ➡️ Tony walks Joel through the AI prompt he built to do exactly that — scoring companies against Bain’s five-part framework using nothing but public signals: analyst coverage from the likes of Gartner and Forrester, peer review sites such as G2, forums including Reddit, and even employee sentiment on Glassdoor. He shares the story of an NPS score skewed by SMB customers who’d rather pay a compliance fine than do the hard work of getting compliant, unpacks why ‘shortlist share’ risks becoming exactly the kind of vanity metric NPS became if marketers try to game it with PR spend, and explains why fixing the fundamentals — service, roadmap transparency, honest pricing — beats gaming any signal. He’s open-sourced the tool and is giving the prompt away free to anyone who wants it. If you’ve ever wondered whether your brand is even in the room before the RFP lands, this conversation will change how you think about being ‘in the market’ versus being in contention.

    What You'll Learn

    • What's actually wrong with NPS, the B2B trust metric — and why nobody's replaced it, until now

    • What the ‘day one list’ is, and why Bain says most lost deals were never winnable to begin with

    • How Tony built an AI model that estimates buyer confidence from public signals alone, and where the approach is strongest and weakest

    • What brands should actually do once they know where they sit on the shortlist

    Chapters

    00:00 - Introduction: Why We're Finally Talking About NPS

    01:35 - Meet Tony Larks: From Sales Floor to Startup Marketing Leadership

    04:45 - From Sentiment Tracking to Bain's ‘Day One List’

    09:28 - What's Actually Wrong With NPS (And What Isn't)

    12:14 - NPS's Cultural Blind Spot: Sevens, Nines and Detractors

    15:07 - Inside Bain's Day One List: Why ‘Lost’ Deals Were Never Winnable

    17:56 - Do You Need Bain's Budget? Mining Your Own CRM Data

    21:02 - The Hidden Buyers Bain's Framework Surfaces

    23:55 - Building an AI Proxy for Buyer Trust: How the Shortlist Matrix Works

    26:26 - Estimation vs. Measurement: How Rigorous Is Good Enough?

    28:07 - The Gaming Risk: Can Shortlist Share Be Bought?

    31:26 - Could ‘Shortlist Share’ Become the Next Vanity Metric?

    33:27 - What Marketers Should Actually Do With Their Score

    35:02 - Explaining the Two-by-Two Grid

    36:13 - NPS Isn't Dead, It's Just Incomplete

    37:42 - Wrap-Up and How to Get the Tool

    About the guest

    Tony Larks is a B2B marketing leader with over 20 years of experience, starting his career in sales before moving into marketing roles spanning distribution, systems integrators and enterprise technology businesses. He has spent his most recent years leading zero-to-one marketing builds inside startups, and over the past year has been building a suite of AI agents to track brand and market sentiment — work that led him to develop the open-source ‘shortlist matrix’ featured in this episode.

    Tony on LinkedIn: https://www.linkedin.com/in/tonylarks/

    Blog featuring shortlist matrix prompt: https://www.linkedin.com/pulse/stop-measuring-market-share-start-shortlist-tony-larks-hazje/?trackingId=BHbT3G1Q76e9aaY0PZoOcg%3D%3D

    About the podcast

    This is a full episode of Trust & Influence in B2B, hosted by Joel Harrison, founder of Joel Harrison B2B.

    Joel on LinkedIn: https://linkedin.com/in/joelharrison/

    If this was useful, subscribe for more on trust, influence and the metrics that actually predict B2B growth — and tell me in the comments where you think you’d land on the day one shortlist.

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    39 min