Where Agencies Can Win as Zoom Expands Beyond Meetings
At a Glance Interviewee: Kimberly Storin, Chief Marketing Officer Company: Zoom Location: San Jose, California Website: www.zoom.com Industry: Collaboration and communications software Company Notes: Public communications platform working to expand perception beyond meetings across workplace and customer experience products Best-Fit Agencies: B2B brand strategy, integrated creative, product marketing, ABM and enterprise demand gen, PR and comms, lifecycle and CRM Source: Lea… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
New Service Expansion at Cordell & Cordell Creates Positioning Needs for Estate Planning
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Chris X. Moloney, Chief Marketing Officer and Chief Digital Officer Company: Cordell & Cordell Location: Town & Country, MO Website: www.cordellcordell.com Industry: Family law, plus estate planning and probate legal services Company Notes: Founded in 1990, with 100+ offices, 200+ attorneys, and… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Meta’s Incrementality Push Creates New Measurement Partnership Openings
At a Glance Interviewee: Alex Schultz, CMO & VP Analytics Company: Meta Location: Menlo Park, California Industry: Consumer technology and advertising Company Notes: Ads across a “Family of Apps,” plus longer-horizon bets like Reality Labs Best-Fit Agencies: measurement and experimentation, creative production at scale, lifecycle and growth, brand and trust communications, marketing ops and automation Source: CMO Confidential Podcast The Big Picture Meta … Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Snap’s AR-First Playbook Signals New Creative Tech Demand
At a Glance Interviewee: Grace Kao, Chief Marketing Officer Company: Snap Inc. Website: https://www.snap.com/ Industry: Consumer camera + messaging platform with digital advertising and AR tooling Company Notes: Snap is the parent company of Snapchat, with an ad-led model and a growing Snapchat+ subscription revenue stream Best-Fit Agencies: Brand strategy, performance media, creator partnerships, AR/creative tech studios, B2B platform marketing, measurement, and a… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
How Chili’s Relevance Playbook is Anchored in Value and Culture
At a Glance Interviewee: George Felix, SVP & Chief Marketing Officer Company: Chili’s Grill & Bar (Brinker International) Location: Dallas, TX Website: https://www.chilis.com Industry: Casual dining restaurant brand Company Notes: 1,576 restaurants globally, with strong recent same-store sales momentum Best-Fit Agencies: CRM and lifecycle, social and creator, media and measurement, brand and integrated, PR and partnerships, customer experience Source: Brand New World… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Where Agencies Fit as ModMed Rebuilds for Enterprise Scale
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Justin Steinman, Chief Marketing Officer Company: ModMed Estimated Revenue: Location: Florida headquarters Website: https://www.modmed.com/ Industry: Healthcare SaaS; specialty EHR, practice management Company Notes: PE-backed, fast-growing platform serving 40,000+ specialty providers across 15+ … Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
How Oakland’s First CMCO Is Reframing Enrollment Marketing
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Chris Foley Pilsner, Chief Marketing & Communications Officer Company: Oakland University Estimated Revenue: $318 Million Location: Rochester, Michigan Website: https://oakland.edu/ Industry: Public research university; higher education Company Notes: Mid-sized public research institution serving r… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Where Agencies Can Help Eightfold Operationalize Its AI Story
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Navneet “Nav” Singh, Chief Marketing Officer Company: Eightfold AI Estimated Revenue: $160 Million Location: Silicon Valley, California Website: www.eightfold.ai Industry: AI-powered talent intelligence and HR technology platform for enterprises Company Notes: AI-native talent platform with 100+ enterpr… Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Cooley’s Push Toward Stronger Content and Distribution Systems
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Matthew Lieberman, Chief Marketing & Business Development Officer Company: Cooley LLP Estimated Revenue: $2 Billion Location: Palo Alto, CA Website: www.cooley.com Industry: Global law firm focused on tech and life sciences Company Notes: Cooley has ~1,400 lawyers and 3,000+ employees across … Get Unlimited NextBigWin Access Subscribe to become a NextBigWin Pro member and get access to all our exclusive content. Turn access and intelligence into your next big client win. Already a member? Login Subscribe to NextBigWin Pro
Inside EPM’s Re-Messaging Mandate Under New CMO Leadership
An analysis of the executive conversation and our research, surfacing the priorities and opportunity lanes agencies can leverage to win new business. At A Glance Interviewee: Jessica “Jess” Alpert, Chief Marketing Officer Company: EPM (Equity Prime Mortgage) Estimated Revenue: $39.8 Million Location: Atlanta, Georgia Website: www.epmwholesale.com Industry: Wholesale B2B mortgage lending and financial services Company Notes: Mid-sized wholesale lender serving independent mortgage brokers nationwide. Best-Fit Agencies: B2B fintech specialists; mortgage and financial services experts; performance and lifecycle shops; content and brand strategy firms; event and community marketing partners. Source: CMO Journeys Interview The Big Picture EPM is navigating a tougher mortgage market while doubling down on the wholesale broker channel. Jess is refreshing the story so brokers clearly see EPM’s value and growth focus. She is focused on pairing empowerment messaging with sharper, more consistent positioning across channels. At the same time, she wants a more data-informed demand engine that feels human, not purely transactional. This moment matters because EPM is reshaping its brand while rivals battle hard for broker loyalty. Top Stated Priorities Re-messaging EPM so brokers clearly understand who the company serves and why it is different. This matters now because wholesale competition is intense, and EPM must stand out beyond rates or turn times. Elevating broker empowerment with better content, tools, and education that help partners win more deals. This is critical because EPM grows only when brokers feel supported and can explain its value clearly. Modernizing digital demand generation and lifecycle programs across email, social, and web. She wants digital to carry more of the load so teams are not restarting from scratch. Building a more data-informed marketing engine that connects campaign performance, broker behavior, and business results. This matters because leadership expects clear proof that marketing spend is driving volume and profitable relationships. Protecting and evolving EPM’s TAG conference and thought leadership platform as a community growth lever. It is a key asset for reinforcing the empowerment story and deepening loyalty with top brokers and partners. Under-the-Surface Signals Cleaning up the marketing tech and data foundation so campaigns are easier to execute, measure, and scale. This is implied because she frequently links digital growth, automation, and reporting to sustainable performance. Refreshing EPM’s creative so the brand feels modern while still warm, human, and mission-driven. This is implied because she returns often to storytelling, authenticity, and making complex products feel simple and approachable. Clarifying when to keep work in-house versus bringing in specialist agency partners. This is implied because she notes bandwidth limits and a need for specialist digital and broker programs. Your Next Big Wins Brand and narrative refresh for the wholesale broker audience that sharpens EPM’s positioning and story. This is a fit for brand and messaging agencies that understand financial services and B2B2C dynamics. Broker enablement programs that package EPM’s story into plug-and-play campaigns, playbooks, and borrower-ready content. Content and lifecycle marketing partners can help translate the empowerment theme into daily sales tools. Digital demand generation sprints that test targeted campaigns for brokers and their local markets. Performance and lifecycle agencies with strong CRM and marketing automation chops can help prove what moves funded loans. Marketing analytics and reporting support that ties campaigns to broker engagement and pipeline health. Data and martech consultancies can help define the right dashboards and decision rhythms for leadership. Event and community extensions around TAG that turn the conference into a year-round engagement platform. Experiential and community-focused agencies can help design programs that keep brokers connected between major events. How I’d Break In I would lead outreach around helping EPM turn its empowerment story into broker-focused growth programs. The theme would center on “making brokers the hero” through better content, journeys, and local campaigns. I would bring proof from similar wholesale, fintech, or financial clients where narrative and lifecycle work moved revenue. My first step would be a fast discovery and pilot with one broker segment and one clear metric.
