Building Refine Labs: An Operational Perspective - Megan Bowen

RevOps FM

Refine Labs has had a seismic impact on B2B marketing.

Whether you agree with their philosophy or not, it's hard to deny its influence. They've set the agenda, defined the terms of the debate, and challenged many aspects of the status quo.

Former CEO Chris Walker catapulted the agency to prominence with his LinkedIn thought leadership. But behind the scenes, there's also been an intricate operational odyssey to scale Refine Labs from scratch to nearly 100 employees.

Today's guest, Megan Bowen, partnered with Chris from the beginning as COO before taking over as CEO in January of 2024. In this no-holds-barred episode, she shares an operational perspective on building Refine Labs, with candid stories and insights about scaling a service-based business, riding the hyper-growth rollercoaster, and weathering economic storms.

Thanks to Our Sponsor

Many thanks to the sponsor of this episode - Knak.

If you don't know them (you should), Knak is an amazing email and landing page builder that integrates directly with your marketing automation platform.

You set the brand guidelines and then give your users a building experience that’s slick, modern and beautiful. When they’re done, everything goes to your MAP at the push of a button.

What's more, it supports global teams, approval workflows, and it’s got your integrations. Click the link below to get a special offer just for my listeners.

Try Knak

About Today's Guest

Over her 20+ year career, Megan Bowen has built and scaled go-to-market teams at eChalk, ZocDoc, Grubhub/Seamless (IPO: 2014), ManagedbyQ (WeWork Acquisition: 2019) and Platterz.

In 2020, she teamed up with the Founder of Refine Labs to change the way B2B companies go-to-market.

Today, she is the CEO of Refine Labs, A B2B Demand Generation Agency.

https://www.linkedin.com/in/meganwhitebowen/

Key Topics

• [00:00] - Introduction
• [01:32] - Megan’s background
• [07:06] - Building Refine Labs
• [14:15] - Stepping into the CEO role
• [16:34] - Prioritizing the health of your team
• [21:56] - Segmenting clients and service levels
• [23:54] - Packaging, pricing, and service design
• [25:46] - Transparency in the sales process
• [27:43] - Achieving consistent service quality when scaling the team
• [31:21] - Onboarding process
• [31:59] - Balancing supply and demand in agency staffing
• [35:23] - Transparency around layoffs
• [37:12] - Evolution of Refine Labs methodology
• [40:36] - Partnership with Aspireship

Resource Links

• Refine Labs | Leading B2B Demand Generation Agency
• Refine Labs x Aspireship - Get subsidized access to the Refine Labs IP library with Aspireship.

Learn More

Visit the RevOps FM Substack for our weekly newsletter:

Newsletter