Davis Potter

Revenue Xchange

Business EN ↓ 34 episodes

Revenue Xchange is forging the future of Account-Based GTM + AI. Davis Potter, CEO & Co-Founder of ForgeX, welcomes thought leaders, fields AMAs, critically evaluates vendors, and shares research-backed insights to help you elevate your programs and career. Join us as we explore the latest trends and strategies in ABM, and learn how to build a holistic go-to-market strategy that drives growth. Have any questions? Drop them here https://docs.google.com/forms/d/1f4hz20MIobLXrh2tWBIqgjzySUdrHPxCBh-fZgn02uo/edit

Author

Davis Potter

Category

Business

Podcast website

www.forgex.ai

Latest episode

Jul 9, 2026

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Episodes

RX19 - The ABM Identity Crisis: Why Every B2B Marketing Role Is Converging | Davis Potter, ForgeX 09.07.2026

In this week's episode of the Revenue Xchange, Davis goes solo to break down the identity crisis unfolding across B2B marketing titles, and why the convergence of ABM, demand gen, field marketing, and integrated campaigns all points to one thing: a unified account investment strategy. Key Takeaways: 1.) The Convergence Is Now in Job Postings: Autodesk, Samsara, QuinStreet, and Reputation are...

RX18 - ABM in 2026: From Account Investment Strategy to Autonomous Orchestration | David Potter, ForgeX 17.06.2026

In this solo episode of the Revenue Xchange, host Davis breaks down what Account-Based GTM actually is in 2026 and why AI is maturing the ABM deployment models rather than breaking them. Key Takeaways: 1.) ABM is an account investment strategy, not a personalization tactic. The real work is allocating budget, resources, and human capacity across a target account portfolio so the ROI justifies the...

RX17 - The Shift from ABM to Account-Based GTM: Why Standalone ABM Teams Are Being Reintegrated | Nancy Harlan, ABM Consulting 07.04.2026

In this week's episode of the Revenue Xchange, host Davis sits down with Nancy Harlan, Founder of NCH ABM Consulting and former VP of Global ABM at Qlik and UiPath. Together, they break down why ABM is no longer a marketing initiative, how to structure an Account Investment Strategy across tiers, and what it takes to align marketing, sales, and CS around a single account list. Key Takeaways:...

RX16 - Building an Always-On ABM Orchestration Engine | Justin Lopez, Bonterra 02.04.2026

In this week's episode of the Revenue Xchange, host Davis sits down with Justin Lopez, ABM Manager at Bonterra. Together, they break down how Justin built a five-component ABM orchestration engine that runs on autopilot across thousands of accounts, and what it took to get there as a one-person ABM team. Key Takeaways: 1.) Start With Closed-Won, Not Just Open Ops: Justin earned executive buy-...

RX15 - 1:1 Enterprise ABM + Answer Engines: The Combination Most Teams Are Missing | Vincent DeCastro, ABMA 09.03.2026

In this week's episode of the Revenue Xchange, host Davis sits down with Vincent DeCastro, Founder of The ABM Agency (ABMA). Together, they dig into what true 1:1 Enterprise ABM actually looks like in practice, and why answer engines are about to reshape how enterprise buying groups evaluate your brand. Key Takeaways: 1.) True 1:1 Means Three Accounts, Not Fifteen: Vincent recommends a ceilin...

RX14 - ABM and Demand Gen Have Converged. Now What? | Davis Potter 20.02.2026

In this week's episode of the Revenue Xchange, host Davis unpacks the convergence of ABM and Demand Generation, introduces the concept of an Account Investment Strategy, and cuts through the noise on buying groups. Key Takeaways: 1.) ABM and Demand Gen Have Converged: Standalone ABM teams are being reintegrated into demand gen organizations. The most mature programs are doing this thoughtfull...

RX13 - 5 ABM Trends from 2025 Shaping the Future of B2B Marketing in 2026 | Davis Potter 21.01.2026

In this week's episode of the Revenue Xchange, host Davis Potter kicks off 2026 with a solo deep-dive into the five biggest trends that shaped ABM and B2B marketing in 2025 and why they'll continue to dominate this year. Key Takeaways: The ABM Team Inversion: Large, mature organizations are reintegrating standalone ABM teams into demand gen, while smaller companies are spinning up dedica...

RX 12 - How to build a unified account-based GTM that aligns marketing and sales around the right accounts and buying groups| Dan Sperring, CEO & Founder, Align ICP 10.12.2025

In this week’s episode of the Revenue Xchange, host Davis sits down with Dan Sperring, CEO and founder of AlignICP. Together, they unpack why most companies struggle with ICP segmentation and how misalignment between marketing and sales undermines ABM programs before they start. Key Takeaways: Segmentation Must Include the Full Revenue Lifecycle: Most teams only optimize for win rates and deal siz...

RX 11 - Building a 1:few ABM Program: How to Lead with an Iterative Mindset | Marlee McDonald-Yepes, Account-Based Marketing Manager, Global Enterprise, Coursera 28.11.2025

In this week’s episode of the Revenue Xchange, host Davis sits down with Marlee Katlyn McDonald-Yepes, ABM Manager, Global Enterprise at Coursera. Together, they unpack how to successfully launch and scale a 1:Few Enterprise ABM pilot. Key Takeaways: Start Small and Focused: Limit your pilot to 25-30 accounts per industry in a single geo. Attempting to launch across multiple regions or too many ac...

RX 10 - Building Your FY'26 Marketing Plan | Mindy Johnson, Sr. Demand Generation Manager, Bill 28.11.2025

In this week's episode of the Revenue Xchange, host Davis sits down with Mindy Johnson, Sr. Demand Generation Manager at Bill. Together, they unpack how to build a marketing plan that aligns with business goals and drives revenue impact. Key Takeaways: 1.) Start with Your North Star: Align marketing goals with business objectives before getting into tactics. Cross-functional alignment with sa...

RX 9 - Rewiring GTM: The age of the connected marketer | Hailey McDonald, SVP of Growth Marketing, Marigold 07.11.2025

In this week's episode of the Revenue Xchange, host Davis sits down with Hailey McDonald, SVP of Growth Marketing at Marigold. Together, they unpack how top go-to-market teams are breaking down silos by organizing around buyers instead of org charts, and why traditional alignment isn't enough anymore. Key Takeaways: 1.) Buyers Don't Care About Your Org Chart: GTM dysfunction starts...

RX 8 - ABM in Startups vs. Large Established Organizations | Amber Bogie, Director, Global Marketing, UCC, GoTo 27.10.2025

In this week’s episode of the Revenue Xchange, host Davis sits down with Amber Bogie, Director of Global Marketing at GoTo, to explore how ABM programs differ between startups and enterprise organizations. Key Takeaways: 1.) PE vs. VC Expectations: PE-backed companies demand strict efficiency metrics and ROI proof, while VC-backed orgs encourage experimentation and accept failure. 2.) Regional Str...

RX 7 - Account vs Contact-level Intent for ABM | Anna Tsymbalist, Head of ABM, Influ2 16.10.2025

In this week’s episode of the Revenue Xchange, Davis is joined by Anna Tsymbalist, Head of ABM at Influ2. They explore how contact-level intent is impacting ABM strategies and why timing matters more than personalization. Key Takeaways: 1) Contact-Level Intent Signal Importance: Contact-level signals capture search behavior, third-party content consumption, and social activity for individual buyin...

RX 6 - Inside the GTM Playbook of an AI Powerhouse: Narrative, Events, and the Future of Marketing | Zach Diamond, Head of Revenue Marketing, Cognition 14.10.2025

In this episode of the Revenue Xchange , host Davis Potter sits down with Zach Diamond, Head of Revenue Marketing at Cognition (from recently acquired Windsurf). They unpack how modern marketing teams are rethinking messaging, events, and AI operations inside high-growth, enterprise AI companies. Key Takeaways: ) Narrative Is the Strategy: Zach explains why the story, not just the channels, must d...

RX 5 - How to Align Your Organization for ABM Success in the AI Era | Robert Norum, ABM & Demand Strategy Expert, B2B Marketing 13.10.2025

In this week’s episode of the Revenue Xchange, host Davis sits down with Robert Norum, ABM & Demand Strategy Expert at B2B Marketing. Together, they unpack how to align your entire organization for ABM success in the AI era. Key Takeaways: 1.) The Full Stack ABM Model : Structure your ABM program across three tiers (one-to-many, one-to-few, and one-to-one) so marketing, sales, and customer suc...

RX 4 - Building a Smarter Account Qualification Model | Amanda Heredia, ABX Stack 02.10.2025

In this week’s episode of the Revenue Xchange, host Davis sits down with Amanda Heredia, Principal ABM Strategist & Founder at ABX Stack. Key Takeaways: 1) Four-Badge Qualification System: Replace one-size-fits-all account scoring with  distinct badge types. Each representing a different buying motion with specific signals, owners, and expiration windows. 2) Signal Stacking is Non-Negotiable:...

RX 3 - Operationalizing Buying Groups in ABM | Davis Potter, ForgeX 19.09.2025

In this week's episode of the Revenue Xchange, host Davis Potter leads an interactive session on operationalizing buying groups in ABM. Davis breaks down why buying groups aren't replacing ABM but rather represent the evolution of account-based strategy beyond outdated MQL models. Key Takeaways: 1.) Buying Groups ≠ Glorified Lead Lists: Most organizations treat buying groups like contact...

RX 2 - AI Transformation Overview and Why It's Urgent | Vincent DeCastro, Abma 19.09.2025

In this week's episode of the Revenue Xchange, host Davis sits down with Vincent DeCastro, President & Founder at ABMA. Together, they explore how AI is fundamentally reshaping B2B search behavior and what marketers must do to adapt before it's too late. Key Takeaways: 1) Zero-Click Search is the New Reality : 67% of B2B search results now end without clicking through to websites, as...

RX 1 - ABM vs. Demand Gen: What's the Difference in 2025? | Jen Leaver, Rithum 18.09.2025

In this week’s episode of the Revenue Xchange, host Davis Potter sits down with Jen Leaver, Senior Director of Demand Generation at Rithum. Together, they explore the convergence of ABM and Demand Generation, examining whether these strategies are *actually* converging and what that means for a modern B2B marketing strategy. Key Takeaways: 1.) ABM and Demand Gen Are Two Lenses of the Same Revenue...

FxF 15 - Why ABM Programs Fail: The Brutal Truth About Strategy, Targeting, and Tech | Mason Cosby, Scrappy ABM 15.07.2025

In this week's episode of the ForgeX Files, host Davis sits down with Mason Cosby, Founder and CEO of Scrappy ABM. Together, they unpack why most ABM programs crash before they ever take flight. Key Takeaways: 1.) Leadership Buy-In is Essential : ABM programs often collapse when they are initiated without strong sponsorship from senior leadership. 2.) One Person ≠ Strategy + Ops + Content : E...

FxF 14 - Inside ForgeX’s 2025 State of ABM Report | What GTM Leaders Must Know 07.07.2025

In this week's episode of the ForgeX Files, host Davis Potter welcomes Marcus Hiles, SVP of Strategy at Just Global. They break down ForgeX's State of ABM 2025 Report (sponsored by Just Global), exploring the data-backed insights shaping the future of ABM. The discussion covers emerging trends, operational challenges, and what GTM leaders need to start thinking about for 2025. Key Takeaw...

Ep. 13 - 7 Predictions for ABM and GTM in 2025 27.01.2025

In this week’s episode of The Forge X Files, host Davis Potter shares 7 of the biggest shifts shaping account-based go-to-market strategies in 2025. From fixing misaligned revenue teams to debunking the "new GTM" myth. Key Takeaways: 1. Closing the Alignment Gap: How ABM and product marketing collaboration is essential for messaging, segmentation, and strategy. 2. Unified Target Account...

Ep. 12 - ABM + Product Marketing: The Revenue-Driving Partnership You’re Ignoring | Dan Potter 18.01.2025

In this week's episode of the ForgeX Files, host Davis Potter welcomes Dan Potter, VP of Product Marketing at Qlik, for a discussion about the revenue-crushing misalignment between Account-Based Marketing (ABM) and Product Marketing teams. Key Takeaways: 1.) What Great Alignment Looks Like: Practical strategies for breaking silos and building a unified GTM strategy between ABM and Product Mar...

Ep. 11 - How to Shift From ABM to Account-Based GTM | Tyler Pleiss 26.08.2024

In this episode of the ForgeX Files, Davis Potter dives into the intricacies of Account-Based Go-to-Market strategies with Tyler Pleiss, Associate Director of Growth Marketing, Movable Ink and a member of the executive council at ForgeX. Tyler has recently authored an in-depth guide on Account-Based GTM , offering valuable insights that are crucial for anyone looking to enhance their marketing str...

Ep. 10 - The New Era of B2B: Redefining Attribution and Data Models | Data Axle 09.05.2024

In this episode of the ForgeX Files, host Davis Potter is thrilled to welcome Tom Zawacki, President of Enterprise Solutions at Data Axle. Tom brings a unique perspective from his rich background in B2B marketing, providing a deep dive into the evolution of attribution. Key Takeaways: Historical Perspectives on Marketing: Tom discusses his journey from the early days of the internet to the forefro...

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