Ian sits down with Stacey Epstein, CEO of Magnetic, where she helps brands create clear positioning and go-to-market strategies that drive lasting demand. She talks about how to succeed in interacting with the board, outlining do’s and don’ts, and providing advice around defensiveness and preparation. Key Takeaways:The board is there to help you succeed. Treat them like advisors and go to them with questions and issues that you are trying to solve. Don’t try to hide problems, do demonstrate your wins.There is an art to defending yourself without being defensive. Defensiveness often results in a board member feeling unheard and pushing harder. Take the note, even if you can’t take the proposed solution. Ditch the slide decks and excel spreadsheets, and tell the story for board members. A unified board letter from the leadership team is a great way to do this and increases alignment before a meeting. Quote: “  We're all on the same team. We all wanna win. Like we're here together in this board meeting because we want the company to be successful and we want to win. And, . There should be no hiding of issues. In fact, that's what the board is there for. The board is there to help you get through the challenging times.”Episode Timestamps: 00:53 The Role of the Board in Marketing02:20 Navigating Board Interactions03:06 Performance and Authenticity in Board Meetings04:29 The Complexity of Marketing Roles08:51 Aligning Marketing and Sales16:56 The Importance of SDR Feedback19:13 AI and Marketing Technology Decisions21:44 Navigating Board Dynamics as a CMO21:59 Building Relationships and Credibility23:11 The Importance of Authenticity in Marketing24:22 Handling Investor Feedback Tactfully29:16 Defending Your Marketing Strategy36:03 Effective Board Communication Strategies39:10 The Value of Board LettersSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Stacey on LinkedInLearn more about MagneticLearn more about Caspian StudiosAI’ve Got Questions Podcast: https://www.buzzsprout.com/2497617/episodes Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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