The new demand gen manager success kit

How to run the first 90 days, from someone who just did.

A field kit for new demand gen leaders. I'll walk you through the plan I built when I joined Vector, the parts that didn't survive contact with the job, and (most importantly) the playbook I'd hand someone starting fresh.

Kevin Driscoll

Head of Global ABM & Campaigns, Datadog

What was running on day one

0

Zero evergreen campaigns. No attribution beyond the ad platforms. No MQL definition in HubSpot. A pile of ad accounts that had been spun up for a couple of tests and gone quiet. That's where I started. If you're walking into something similar, this kit is for you.

01 Β· The reality check

The plan you write on day one is not the plan you'll run.

I'll save you a lot of stress by saying that up front. I wrote a thorough 30-60-90 before I joined Vector. Spoiler alert: it didn't survive its original form. Some of it didn't survive the first month, some of it got pushed, and some of it got dropped entirely. And then there were things I didn't plan for that ended up mattering more than I expected.

Demand gen at an early-stage company moves fast on every front: the market, the product, the team, the buyer. The plan is a useful starting point. The work is figuring out what to keep and what to throw out as you go.

What I want to give you here is the version of my 90 days I'd write knowing what I know now, the one with the trade-offs and the things I'd actually do differently.

What my plan said

From the 30-60-90 I wrote before day one.

  • βœ•
    Launch a newsletter by month two
  • βœ•
    Own the ICP refresh end-to-end
  • βœ•
    Build the reporting dashboard from scratch
  • β†’
    Define MQL and lead in HubSpot
  • β†’
    Build out UTM taxonomy across paid accounts
  • β†’
    Deliver a strategy document
  • β†’
    Get brand, conquest, and thought leadership campaigns live
What my plan said

The things I didn't plan for.

  • +
    Building signal architecture from closed-won data
  • +
    Pulling daily campaign analysis into AI workflows
  • +
    Build AI GTM workflows to scale ad content creation and landing pages
  • +
    The surround sound campaign infrastructure
  • +
    Moving manual attribution to a reporting tool

A few things to know about the context:

  • I joined Vector as the first demand gen hire in seat. If you're walking into something similar, the playbook below maps closely. If you're at a Series C with an existing team, the timelines compress, but the experimentation mindset still applies. Early-stage forces you to ship fast and learn from live campaigns instead of planning in circles, and that's worth borrowing regardless of stage.

  • Most of this is anchored in the early-stage startup reality: small team, real pipeline pressure, a stack you'll need to build and not just inherit.

  • I'll be honest about what worked and what didn't. That's the only version of this that's useful.

02 Β· The trap

The trap most new DG hires fall into.

I'll probably get some hate for this, but I'll say it anyway: most new demand gen hires over-index on perfect attribution and perfect dashboards before anything is actually live. The instinct is to defend the work that hasn't happened yet, but the cost is the first 60 days of momentum.

You need enough attribution to know what's working directionally. You don't need a fully built attribution platform with multi-touch and customer journey mapping before your first brand campaign goes live. Those are great things to have, but they're not blockers.

The reframe I'd offer: get the directional reporting infrastructure in place, ship campaigns fast, then build the more sophisticated layers in parallel. If pipeline is growing, you don't need to defend a dashboard.

the trap
  • Perfect attribution stack before launch

  • Five channels at once, all under-resourced

  • 30-page strategy doc, zero campaigns live

  • Dashboards built to defend the work instead of decide what to do next

  • Trying to please every stakeholder in week one

The playbook
  • Directional data first, deeper attribution in parallel

  • One or two channels, run intentionally

  • Strategy doc and live campaigns by week three

  • Dashboards built to inform, in phases

  • Focus on the work, the rest will follow

If your pipeline is producing, no one cares about your dashboard. At least not at the stage most new demand gen hires walk into.

HOT TAKE
03 Β· First Monday checklist

Your first Monday checklist.

Six things worth doing before you do anything else. If I could hand a new demand gen hire a single piece of paper on their first Monday, this would be it.

Week-one field checklist

Preview Β· Template 01
  • Meet as many people on the team as you can.

    Sales, CS, product, ops. Especially marketing ops, if that's a separate function. You'll need them more than you think.

  • Watch sales calls. A lot of them.

    I watched 20 to 30 in my first month. You're listening for the language buyers use to describe the problem, not the language sales uses to pitch it.

  • Watch CS kickoff calls too.

    This is where buyers restate, in their own words, why they bought. Best free positioning research you'll ever do.

  • Audit how the market sees you.

    Pull Google Search Console and see what you index for, what competitors say about you, what customers say on LinkedIn. Where are you findable? Where are you not?

  • Audit your CRM and ad accounts.

    Especially if you weren't the one who set them up. You don't have to fix it all in week one, but you should know what's broken.

  • Run a creative inventory.

    What videos, copy, decks, landing pages already exist that you could repurpose into a campaign this month? The answer is usually more than you think.

04 Β· Days 1–30

Days 1–30: listen, audit, ship.

Three priorities for the first month. In this order, and not necessarily one at a time.

  1. 1. Get into the product.

    Use it. Demo it back to yourself. Find a way to be an actual customer of your own product in week one. I shipped two campaigns in my first week in role because I wanted to feel what our buyers feel when they use Vector. The sales calls I sat in after that made a lot more sense.

  2. 2. Listen for language, not just pain.

    The pain points matter, but the words buyers use to describe them matter more. At Vector I found a gap pretty quickly between how sales was pitching the product and how customers were actually talking about the problem they'd hired us to solve. That gap is worth looking for at any company you join. It usually tells you something the messaging hasn't caught up to yet.

    One useful early test for that gap is a competitor conquest campaign, running ads against the established names in your category to see how your product positions next to them. You capture some of their traffic, and you learn how your product positions when it's sitting next to theirs.

    You'll find that gap somewhere too. It might be in how customers describe the problem, the role they're hiring for, or the workflow they're trying to fix. Write it down.

  3. 3. Run a creative audit, then ship.

    Before you build anything new, find out what's already there. At Vector, that meant looking at content the team had built before I got there. It also meant having a candid conversation about what our budget could do for us. The campaigns I shipped in month one used a mix of both. I had two live by the end of week one, because the creative was there and waiting.

    What shipped in week one
    2
    campaigns live

    Using creative that already existed. The goal wasn't to prove the strategy, but to start learning from something live.

    What came later
    The multi-channel play

    CTV, YouTube, LinkedIn feed ads, all running against the same ICP audience. That came after I understood what was working and why. You can't build the surround sound play in week one, but you can build the foundation.

  4. 4. Pick one channel, maybe two.

    Pick wherever your ICP actually lives. For most B2B teams, that's Google or LinkedIn or both. I heavily invested in LinkedIn, quite a bit more than Google, about a 70/30 split, because we had momentum on LinkedIn organic, and I knew our ICP was very active on that channel. If I didn't have that reason, I would have just started with one and focused on getting the most out of the channel.

    The temptation when you're new is to hedge and launch everywhere at once, but it doesn't work. You learn less from five channels at half-effort than from one channel you actually understand. You can always add. You can't get back the budget you spent proving that.

05 Β· Days 31–60

Days 31–60: let the platforms learn.

This is the tricky part of the 90 days. Campaigns are live and you're watching numbers daily, but nothing has compounded yet. Meanwhile, leadership is asking what's working.

The pain points matter, but the words buyers use to describe them matter more. At Vector I found a gap pretty quickly between how sales was pitching the product and how customers were actually talking about the problem they'd hired us to solve. That gap is worth looking for at any company you join. It usually tells you something the messaging hasn't caught up to yet.

One useful early test for that gap is a competitor conquest campaign, running ads against the established names in your catI'd tell every new demand gen hire to say this out loud to leadership before they ask: "I'm spending the first 30 days understanding the company, the market, and building the strategy. The second 30, I need to give the platforms time to learn. We'll judge what's working at the 60 to 90 day mark." If you set that expectation up front, you'll get the runway you need. If you don't, you'll spend month two playing defense.egory to see how your product positions next to them. You capture some of their traffic, and you learn how your product positions when it's sitting next to theirs.

Week 1 of a new campaign

Read the creative

If the ad isn't pulling clicks at all, the creative is wrong. The fix is fast and the signal is loud. If you're getting clicks but no conversions, then you need to take a look at your landing page messaging and conversion rate optimization.

Week 2 of a new campaign

Read the audience

If you're getting clicks but no relevant buyers are coming to the website, your targeting or audience definition is off. Use website de-anonymization to triage. Tighten before you scale.

Weeks 3–4 of a new campaign

Read the strategy

By now the platform has had time to optimize. What you're seeing in the numbers is the real signal of whether this campaign works.

What you can build by the end of month two.

If the creative audit went well and you have enough data to tell you that you're directionally producing results, the natural next layer is connecting your campaigns into shared audience structures that feed into each other. This is where compound interest can build. Multiple creative formats and multiple different campaigns and channels. At Vector, that eventually became what we called the B2B surround sound play: one core ICP audience, brand awareness on connected TV, retargeting back into LinkedIn engagement ads and thought leadership, plus a Google search layer to capture the demand the awareness campaigns were creating. We wrote up that exact play in a separate blog if you want the actual mechanics.

You don't have to copy that structure. But the principle to steal is layered campaigns built on a shared audience, not five disconnected campaigns competing for the same budget.

This is also when you start the signal conversation.

If you're going to activate signals or run an ABM motion later in the year, the foundation for that work starts now. You don't have to have a target account list or have a signal architecture finalized yet. You do need to start asking which closed-won deals had which signals present before they closed, because that's the analysis that builds the list. We'll go deeper on this in section 9.

06 Β· Days 61–90

Days 61–90: optimize, refresh, retro.

Month three is when you stop experimenting and start optimizing. The question shifts from whether anything is working to what to double down on.

Run an honest retro.

The retro version that helps you is the one where you're willing to kill things that didn't work. The retro version that hurts you is the one designed to make the first 60 days look good.

The questions worth asking:

  • Which campaigns produced pipeline. Which produced engagement without pipeline. Which produced nothing.

  • Which creative is fatiguing. (Creative is fatiguing faster than it used to, more on this in the AI section.)

  • Which channels punched above their weight. Which under-performed and why.

  • Which audiences engaged at higher rates. Which ones I'd retire.

Plan the next 90.

By the end of month three, you should have enough signal to say what the next quarter looks like. For most teams at this stage, that means doubling down on the channels that worked, starting the signal or ABM motion, and building out a more mature reporting layer.

The reporting answer at 90 days.

By 90 days you should have enough to show direction, not enough to defend every dollar. The attribution work takes longer than that, and setting that expectation with leadership early is the same play as telling them in month one to give the platforms time to learn.

A note on what didn't survive my own 90 days

Full disclosure: a newsletter I'd planned to launch never happened. The ICP refresh I'd planned to own end-to-end became a team project. A bunch of attribution work I'd planned to handle manually moved to a tool because the scope had grown beyond what I should be hand-building. This is a normal part of the job adapting around the work that actually mattered.

07 Β· The stack

The stack decision framework.

Most new demand gen hires inherit a half-built stack. Some of it is essential on day one. Some of it can wait. Knowing the difference is what saves you from buying tools that don't change your pipeline.

The framework I use is simple. Three layers: what you need to ship, what you'll need by month two, and what you can wait on entirely. If something doesn't help you ship work in the next 90 days, it's probably not a day-one tool.

01
day one

Foundation

Ship without these and you'll regret it.

  • CRM

  • Ad platforms (1–2 to start)

  • Audience builder

  • Engagement visibility

  • Design resources (freelancer or a tool that helps you ship creative fast)

  • Conversion tracking + basic last-touch attribution

02
Month two

Read the audience

When manual lift exceeds the tool cost.

  • Reporting tool (offline conversion tracking + customer journey mapping)

03
Earned it

Read the audience

When manual lift exceeds the tool cost.

  • Multi-touch attribution platform (the full purpose-built version)

  • Creative automation tools

  • Dedicated outbound orchestration

The Vector layer.

Two pieces of the foundation above are where Vector fits naturally: an audience builder that doesn't require you to have a target account list before you can run anything, and engagement visibility that goes beyond "someone clicked, someone didn't." Our ICP Builder lets you define your audience by who they actually are. Our Reveal product tells you, by name, who clicked your ads and visited your site. Both are things I needed on day one.

The reason I'm putting this in a kit for new demand gen hires (and not in a list of "later" tools) is that the longer you wait to build the audience layer right, the more budget you spend reaching people you don't actually want. That's why this category is foundational for me.

Marketers tend to over-index on tools that help us defend our work, and under-index on tools that help us ship it. If you're choosing between a reporting platform and a tool that gets your ads in front of the right buyers, ship first. Report second. Your pipeline will thank you, and you'll get a lot fewer questions.

HOT TAKE
08 Β· Attribution

The attribution question.

This deserves its own section because it's where new demand gen hires lose the most time. Here's the version of the attribution conversation I'd want someone to hand me on day one.

What you need to launch.

Genuinely minimum. Three things:

  • Conversion tracking from website to ad platforms. Tag manager set up, conversion actions defined, UTM parameters defined and taxonomy defined, the basics. If this isn't in place, fix it before you launch anything.

  • Offline conversion tracking from CRM to ad platforms. So the ad platforms know when a demo or trial signup became a qualified lead, and when that lead closed. This is what teaches the platforms to find more of your real buyers, so they stop optimizing toward bots or non-ICP form-fillers.

  • Last-touch and first-touch reporting in your CRM. Even if it's basic. Even if it's just utm parameters tied to the lead source field. You need to be able to tell a directional story by month two.

What you can wait on.

Everything else, including the things that probably feel essential right now. Multi-touch attribution. Customer journey mapping. Impression-level account influence. A purpose-built attribution platform. All of these are valuable. None of them block your first campaign.

What this looked like for me.

I used in-platform reporting and CRM last-touch for the first 60 days, paired with Google Looker Studio and Supermetrics for the manual reporting work. Around month two I bought a reporting tool to handle offline conversion tracking and customer journey mapping, because the manual work had grown beyond what I should be doing by hand.

To the rescue!: Vector MCP

Some of the daily attribution work I was doing manually is now handled by Vector MCP. Things like campaign pacing, creative fatigue, and which ICP visitors came from which campaigns. I can even pull blended data with other MCPs to understand: impressions served at an account level, website visits that are de-anonymized, when trials were booked, and when the first book meetings happened with sales.

Questions I'd usually answer by pulling data from three or four platforms into a spreadsheet now get answered in plain language. It doesn't replace your attribution stack, but it removes a meaningful chunk of the manual work that used to eat my mornings.

If you want to see exactly how I use it day to day, I wrote up my full MCP playbook here.

09 Β· Signal architecture

Signal architecture, and when to start.

Most new demand gen hires think signal-based playbooks are a month-six or month-nine problem. I thought that too, but it isn't. The architecture for it starts in month two, even if the activation happens later.

The framework I use thinks about signals in three dimensions. Fit and relevance happen at the company level. Engagement happens at the person level. The most valuable accounts and contacts sit at the intersection of all three.

Dimension 1

Fit

Who this company is, statically. Your classic ICP work.

  • Firmographics

  • Industry, size, geography

  • Specialty or vertical fit

  • Tech stack (when knowable)

Dimension 2

Relevance

What's happening at this company right now that makes them more likely to buy.

  • New role posting

  • Recent acquisition or merger

  • New market or region launch

  • Funding event or leadership change

Dimension 1

Engagement

What this specific person is doing that indicates interest.

  • Visited your site or pricing page

  • Attended a relevant event or webinar

  • Engaged with your ads or content

  • Recently changed roles into the buying seat

The narrowing exercise.

I worked closely with our product marketing manager and our RevOps Leader Sara to do a full ICP analysis, including signal detection in recent closed won deals. We also looked at closed-lost, sales qualified and sales disqualified. Here's an exercise that actually produces something usable:

  1. Pull your last 10 to 20 closed-won deals.

  2. For each one, work backward through the signals that were present before they closed. Look across all three dimensions.

  3. Build a hypothesis list of signals you'd target. I started with around 35.

  4. Narrow to the five or six signals that showed up most consistently. Those become your foundation. Your hypothesis.

Going from 40 to five or six feels brutal. It is. But the discipline of narrowing is what makes the signal-based campaigns work later, because you're targeting the patterns that actually predict your wins instead of whatever's easiest to query. Complex signal architecture is earned over time. Get your wins in with the most important signals.

Why this work usually starts sooner than you think.

I'd planned to do this kind of work toward the end of the year, but it ended up being one of the bigger pieces of my first 90 days. Once you start asking which closed-won deals had which signals present, that question pulls on a lot of threads: the audience definition for your campaigns, the target account list, how the team talks about who's worth pursuing. You don't have to activate a full signal-based motion in month two, but you do need to start the conversation.

The other reason is that signals shape who your broader campaigns actually reach. Even if you're running brand awareness, knowing your signal layer informs how you narrow the audience down from broad reach to the people most likely to be in market. Starting on the architecture early pays for itself even if you don't activate the full motion for another quarter.

Okay, one more Vector thing

An early way to test the value of signal-based playbooks is to get extremely precise on your ICP at a contact level and layer in website engagement and offsite intent. Vector's ICP Builder is what lets me define that audience at the contact level, then Reveal tells me which of those people actually showed up on my site or engaged with my ads. The combination is what gives you the "Tier 1 account with 368 impressions and no sales owner" kind of insight, which is the sort of thing that doesn't surface in any single platform on its own.

10 Β· AI

Using AI without drowning in it.

My first 90 days at Vector happened to land at a moment when AI tooling became dramatically better. I shifted a lot of my workflow into Claude and other tools during those weeks. Looking back, I started in the wrong place. Here's where I'd actually start if I were doing it over.

Start in chat. With work you're already an expert at.

The most useful version of AI for a demand gen leader is small and specific: build a workflow for the thing I do every week or every day, where I know what good looks like, and get the output to 90% of how I'd do it myself. Then you use it daily or weekly, and from there you can start moving into more advanced workflows. Automating the entire stack can wait.

If you start in chat, in your domain expertise, you have taste. You can tell when the output is wrong. AI is fast and confident, and if you don't have the expertise to push back, the confident output starts to look like the right output. That's how you end up with polished, structured, very confident AI slop in your campaigns.

Starting here gives you a chance to refine your frameworks, strategy, and context about how you think and your company. The context layer is extremely important to get right because it's the foundation for everything that comes after.

Start here

Work you know, done weekly

Campaign analysis, paid pacing, creative briefs, ad copy variants, audience research. You have the taste to catch when it drifts.

Expand into this

Work you know, done rarely

Quarterly reviews, board updates, big strategy docs. Good fit, but lower frequency makes the ROI on automation smaller.

Approach carefully

Work you don't know, done weekly

Net-new skills you need but lack reps in. Useful for learning, risky for shipping unless you have a reviewer. For me, it was design and web development. It was 10x harder to get a good result because I didn't have core domain expertise.

Last priority

Work you know, done rarely

Vibe-coding a Vercel app the first month on the job. (I tried it. Don't recommend it as a starting point. But also, it was fun.)

← Less domain expertise
More domain expertise β†’

Where Vector MCP fits, honestly.

Vector MCP is one example of an AI workflow worth setting up early in your tenure, because most of what it answers are the questions you're going to be asking yourself every single morning anyway. The questions I use it for most:

"How are my campaigns performing this month?"

Replaces the morning ritual of logging into every ad platform, pulling numbers into Excel, and doing the math by hand.

"Am I on pace with my budget this month?"

A calculation I used to do three or four times a week. Now it runs every morning and lands in Slack before I'm at my desk.

"Which creatives are fatiguing?"

Creative fatigue is faster than it used to be. Catching the drop before performance craters means you can rotate early instead of wasting two weeks of spend.

"Who engaged with our ads but didn't fill out the form?"

Named contacts at real companies, ranked by engagement. The conversation with sales is different when you can name names.

"Which companies are seeing my ads?"

Company-level engagement data from LinkedIn campaigns, cross-referenced with your target list. Useful for gut checking if your targeting is actually working.

"Show me ICP visitors from the last 30 days."

Site visitors matched against your ICP, tied to the ad engagement that brought them there. This is where you find pipeline that's hiding in plain sight.

Vector MCP is read-only on purpose. It doesn't edit campaigns, change budgets, or replace your full attribution stack. What it does is answer the questions that used to take an hour of platform-hopping in plain language, so you can spend the saved time on the decisions only you can make.

Ready to close the reach gap?

Vector is a contact-based marketing platform that helps B2B teams run the kind of playbook described above.

Reveal
See who's visiting your website at the contact level. Turn anonymous ICP traffic into named contacts your sales team can act on.
Target
Push your contact lists as matched audiences across LinkedIn, Google, Meta, and YouTube. Reach your buyers by name, wherever they spend time.