Crafting an Exceptional Event Marketing Strategy with Amy Holtzman, CMO of CHEQ - Ep 56 episode artwork

EPISODE · May 26, 2025 · 52 MIN

Crafting an Exceptional Event Marketing Strategy with Amy Holtzman, CMO of CHEQ - Ep 56

from The Transaction · host Craig Rosenberg & Matt Amundson | B2B Sales & Marketing Experts - Hosts of The Transaction

B2B marketers keep making the same mistakes when it comes to events, only to end up asking why they didn’t see any ROI. Thankfully, we knew just the right person to help you improve your field marketing game…Amy Holtzman is the Chief Marketing Officer of CHEQ, the leader in go-to-market security, and one of the best B2B marketing leaders in SaaS, especially when it comes to creating unforgettable experiences. Amy joins co-hosts Craig Rosenberg and Matt Amundson to explore how to plan an event marketing strategy that doesn’t suck, why you need to think beyond the vendor booth at a conference to see real ROI, and even how traditional paid search is holding up amidst the onslaught of AI advancements. Also, Craig says something he immediately regrets, Matt makes an unsettling insinuation, and Producer Sam calls someone a naughty word.Critical TakeawaysEvents are still alive, if you are willing to put in the work to make them stand out. You can’t just “show up and hope.” Great booths need real strategy, creative hooks, and a human-first approach that makes people actually want to engage.Whether selling B2B or B2C, even strong demand dies in broken systems. Want revenue? Get your backend in order first so you can deliver remarkably good customer experiencesProspects are already using ChatGPT to build vendor shortlists. If your GTM doesn’t account for AI-powered discovery, you’re already behind.Despite the hype around AI, traditional paid search drove record enterprise deals for CHEQ in Q1 of this year, especially long-tail keywords. Don’t ditch the old toolbox just yet.Chapters00:00 - Episode Teaser00:34 - Amy’s Amazing Hat, Chain Restaurant Pub Crawls, & the Apollo Theater10:36 - Introducing Amy Holtzman, Chief Marketing Officer at CHEQ13:46 - Lessons to Learn from the Worst Sales Experience Ever25:53 - Search is Still Driving A Surprising Amount of Enterprise Deals30:50 - Breaking Down the New G2 Research on B2B Buying Behavior & How AI is Impacting Vendor Shortlists35:08 - How to Get More ROI from your Event Strategy & Field Marketing Mistakes to Avoid39:46 - Sponsoring Niche Events can Pack a Massive Punch for Smaller B2B Brands44:44 - Thinking Beyond the Booth When Planning out Your Event StrategySign up for our Newsletter: https://thetransaction.substack.com/Epic Quotes“ Really strong quality work and great execution never goes out of style, no matter what the trend is and what's working.” - Amy Holtzman“If you want to sell things, make sure you have enough salespeople.” - Amy Holtzman“I rub the thing” - Craig RosenbergConnect with AmyLinkedIn: https://www.linkedin.com/in/aholtzman/ Website: https://cheq.ai/ ShoutoutsEvery Little Step I Take by Bobby Brown: https://youtu.be/P0FKzPfsxA4?si=o3k9Iepu3KwnP1Aa Tom Murtaugh: https://www.linkedin.com/in/tom-murtaugh-1729b09/ Jessica Lin: https://www.linkedin.com/in/jessicalin8/ Amy’s Episode on The Drafting Table: https://www.thedraftingtablepodcast.com/content/conferences-arent-a-vibe-theyre-a-sales-channel-how-to-actually-make-them-worth-it-with-amy-holtzman-cmo-at-cheq Maria Pergolino: https://www.linkedin.com/in/mariapergolino/ G2 Buying Behavior Report: https://learn.g2.com/2025-g2-buyer-behavior-reportSydney Sloan: https://www.linkedin.com/in/sydsloan/ Scott Albro: https://www.linkedin.com/in/scottalbro/ The Tonga Room: https://www.fairmont-san-francisco.com/dine/tonga-room-hurricane-bar/ Love the show? Give us a shoutout on LinkedIn and tell us what you loved!

B2B marketers keep making the same mistakes when it comes to events, only to end up asking why they didn’t see any ROI. Thankfully, we knew just the right person to help you improve your field marketing game…Amy Holtzman is the Chief Marketing Officer of CHEQ, the leader in go-to-market security, and one of the best B2B marketing leaders in SaaS, especially when it comes to creating unforgettable experiences. Amy joins co-hosts Craig Rosenberg and Matt Amundson to explore how to plan an event marketing strategy that doesn’t suck, why you need to think beyond the vendor booth at a conference to see real ROI, and even how traditional paid search is holding up amidst the onslaught of AI advancements. Also, Craig says something he immediately regrets, Matt makes an unsettling insinuation, and Producer Sam calls someone a naughty word.Critical TakeawaysEvents are still alive, if you are willing to put in the work to make them stand out. You can’t just “show up and hope.” Great booths need real strategy, creative hooks, and a human-first approach that makes people actually want to engage.Whether selling B2B or B2C, even strong demand dies in broken systems. Want revenue? Get your backend in order first so you can deliver remarkably good customer experiencesProspects are already using ChatGPT to build vendor shortlists. If your GTM doesn’t account for AI-powered discovery, you’re already behind.Despite the hype around AI, traditional paid search drove record enterprise deals for CHEQ in Q1 of this year, especially long-tail keywords. Don’t ditch the old toolbox just yet.Chapters00:00 - Episode Teaser00:34 - Amy’s Amazing Hat, Chain Restaurant Pub Crawls, & the Apollo Theater10:36 - Introducing Amy Holtzman, Chief Marketing Officer at CHEQ13:46 - Lessons to Learn from the Worst Sales Experience Ever25:53 - Search is Still Driving A Surprising Amount of Enterprise Deals30:50 - Breaking Down the New G2 Research on B2B Buying Behavior & How AI is Impacting Vendor Shortlists35:08 - How to Get More ROI from your Event Strategy & Field Marketing Mistakes to Avoid39:46 - Sponsoring Niche Events can Pack a Massive Punch for Smaller B2B Brands44:44 - Thinking Beyond the Booth When Planning out Your Event StrategySign up for our Newsletter: https://thetransaction.substack.com/Epic Quotes“ Really strong quality work and great execution never goes out of style, no matter what the trend is and what's working.” - Amy Holtzman“If you want to sell things, make sure you have enough salespeople.” - Amy Holtzman“I rub the thing” - Craig RosenbergConnect with AmyLinkedIn: https://www.linkedin.com/in/aholtzman/ Website: https://cheq.ai/ ShoutoutsEvery Little Step I Take by Bobby Brown: https://youtu.be/P0FKzPfsxA4?si=o3k9Iepu3KwnP1Aa Tom Murtaugh: https://www.linkedin.com/in/tom-murtaugh-1729b09/ Jessica Lin: https://www.linkedin.com/in/jessicalin8/ Amy’s Episode on The Drafting Table: https://www.thedraftingtablepodcast.com/content/conferences-arent-a-vibe-theyre-a-sales-channel-how-to-actually-make-them-worth-it-with-amy-holtzman-cmo-at-cheq Maria Pergolino: https://www.linkedin.com/in/mariapergolino/ G2 Buying Behavior Report: https://learn.g2.com/2025-g2-buyer-behavior-reportSydney Sloan: https://www.linkedin.com/in/sydsloan/ Scott Albro: https://www.linkedin.com/in/scottalbro/ The Tonga Room: https://www.fairmont-san-francisco.com/dine/tonga-room-hurricane-bar/ Love the show? Give us a shoutout on LinkedIn and tell us what you loved!

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Crafting an Exceptional Event Marketing Strategy with Amy Holtzman, CMO of CHEQ - Ep 56

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B2B marketers keep making the same mistakes when it comes to events, only to end up asking why they didn’t see any ROI. Thankfully, we knew just the right person to help you improve your field marketing game…Amy Holtzman is the Chief Marketing...

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