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Achim’s Razor

Positioning, Messaging, and Branding for B2B tech companies. Keep it simple. Keep it real.

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Strategy

The End of MQLs Part 2: Real Buying Signals

Discover how to identify and act on genuine B2B buying signals. Learn strategies to replace MQLs with intent-based marketing for better sales outcomes
April 15, 2025
|
5 min read

Website activity like form fills don’t tell you who’s ready to buy. Real buying signals come from people inside companies—acting together, not alone. This article outlines how to spot genuine buying signals, track them over time, and start forecasting where deals are likely to form.

Takeaways

  • B2B buying signals come from buying groups, not individuals.
  • Intent shows up in patterns, not isolated actions.
  • Track account activity, not lead form fills.
  • Forecasting starts long before pipeline appears.
  • Marketing’s job is to surface real interest not fake leads.

Beware of False Flags

As the 6sense B2B Buyer Experience Report reveals, many GTM teams still chase form fills and PDF downloads like they’re gold. 

A significant portion of buyers (81%) make purchasing decisions before ever filling out a form or speaking with a sales rep. This underscores the need to look beyond traditional metrics and focus on genuine buying signals.​

In other words, clicks alone aren’t buying signals, engagement isn’t intent, and MQLs don’t predict revenue.

If you missed why the MQL model fails, read Part 1: Why MQLs Don’t Work

This article addresses what we should be watching instead. 

Coordinated Activity: What Real Buying Signals Look Like

B2B procurement teams have more than one person checking out multiple solutions. True intent doesn’t show up once. It builds, clusters, and repeats.

Source: B2B Buyer Experience Report, 6sense

Keep an eye on the following:

  • Multiple people from the same company hitting your site, often on pricing and solution pages.
  • They come back later, sometimes after weeks or months.
  • You see interest from different roles: IT, finance, ops.
  • They’re not just reading your stuff, they’re checking online reviews, industry blogs, analyst sites.
  • These are accounts that look like your best-fit customers.

As you can see, it’s not a single click. It’s coordinated activity.

“Intent signals are not individual behaviors. They are patterns of behavior across accounts and buying groups.”
 
Kerry Cunningham, 6sense

What You Notice What It Means What to Do
Multiple people visiting key pages A buying group is doing research Let Sales know. Share insights by role.
Return visits over time They’re evaluating deeper Serve up mid-funnel content or examples
Different roles are engaging Internal alignment is happening Prep Sales with account insights
Surge in off-site behavior They’re exploring vendors Step up brand presence or ad targeting

How to Catch Signals Early

You won’t see the full story if you only watch your own site.

Look Beyond Your Own Walls

Tools like 6sense and Bombora show you what’s happening elsewhere—what accounts are researching, comparing, or revisiting.

Map Behavior to Roles

Not every visitor matters. But when a senior buyer and someone from procurement show up together? That’s not random.

Plus, every procurement team has a champion who, well, champions the purchase. That’s your new best friend. 

Prioritize the People Coming Back

When someone revisits after 30 or 60 days, especially with new teammates in tow, that’s a sign the conversation inside their org is moving forward.

B2B Intent Data Tools

Selecting the right tools depends on your team's specific needs and readiness to act on B2B intent data.

Most companies start with one or two, usually an intent platform and a way to personalize follow-up or prioritize Sales action. What matters most isn’t the tech. It’s having the team and process to use it.

Tool What It Does When to Use It
6sense Shows who’s in-market and what they want When you need one platform to run ABM
Bombora Finds early signals off your website When you want to spot interest earlier
Demandbase Helps target and prioritize key accounts When you need help focusing outbound
Mutiny Personalizes your website for known accounts When traffic is good but conversion’s low
Proof Analytics Shows what’s happening, when, and why When you need you need to prove what’s happening

NOTE: These tools work best with reliable data and when your team is ready to act. If Marketing tracks intent but Sales doesn’t follow up or follow through, those signals will expire fast. Intent data only works when your GTM team is aligned, trained, and supported to respond at the right time.

How to Track Signals Over Time

One visit provides limited insight. Behavior over time is more telling.

Build a Simple Timeline by Account

  • Are more people showing up?
  • Are they digging deeper?
  • Is this happening more often?
  • Is the pattern shifting? If so, let Sales know.

Don’t Obsess Over Clicks

Use rolling windows in intervals of 7, 14, or 30 days. Look at what’s changing over time, not just what happened yesterday.

Patterns hold more significance than isolated points.

Using Signals to Forecast Intent

It’s easy to think that forecasting a buyer’s intent can predict which lead will close next.

Not true. Unless you understand which accounts are likely to enter the pipeline, you can’t forecast their intent. 

The best forecast starts with behavior:

  • Look for Volume and Variety. A spike from one contact means nothing. A steady pattern from five people across two departments? That’s a lead-in to a deal.
  • Learn From Your Own History. Go back and trace what happened before your best opportunities opened. That’s your new model, not just a score, but a pattern.

Causal Analytics Cuts Through the Noise

No one needs more data. We need better answers.

Causal AI tools like Proof Analytics cut through the noise. You can even create what-if scenarios that take market fluctuations and geopolitical challenges into account.

“Causal AI identifies the true cause-and-effect relationships between marketing investments and revenue outcomes.”
 
Mark Stouse, Proof Analytics

Causal AI tools show what actions actually led to revenue, which ones didn’t, and why.

It’s the difference between guessing and knowing.

Proof Analytics can create what-if scenarios
Proof Analytics can create various what-if scenarios

Do This First

  • Audit your current lead sources. Are you tracking behavior, or just collecting contact info?
  • Define your buying signals. What patterns actually impact your GTM motion?
  • Create a shared GTM playbook. When a signal fires, who acts, and how?
  • Rebuild your forecast. Can you see deals forming before pipeline shows up?

Final Thoughts

Procurement teams leave clues in the form of patterns, people, and momentum, not gated PDFs or demo requests. 

If you’re tracking real buying signals instead of MQLs, you’re well on your way to showing up early.

And don’t forget the 95:5 Rule. The vast majority of buyers won’t raise a hand today. They’re watching, researching, and forming opinions about the brands they remember (hint). 

Next week we’ll get into Part 3, which is all about staying top-of-mind. Because if they forget you, they won’t choose you.

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
  • Subscribe for ongoing insights and strategies (enter your email below).

Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!

Strategy

The End of MQLs Part 1: Why MQLs Don’t Work

MQLs have never worked. This article breaks down why they fail, what works instead, and how B2B marketers should measure true buying intent and revenue impact.
April 8, 2025
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5 min read

This article explains why MQLs don’t work in B2B tech, and why it’s time to shift from vanity metrics to real buying behavior. The Marketing Qualified Lead (MQL) model was always broken. It assumes one person’s action signals buying intent. B2B buying happens in groups, not clicks. Research from Kerry Cunningham, Mark Stouse, Forrester, and 6sense shows MQLs fail because they misunderstand buyer behavior. Marketing should measure influence on revenue, not leads.

Takeaways

  • Fewer than 1% of MQLs convert into revenue.
  • 81% of buyers choose their preferred vendor before ever contacting sales.
  • B2B buying involves an average of 11 stakeholders and takes over 11 months.
  • Successful marketing tracks buying group behaviors, not individual clicks.
  • Replace sourcing metrics (MQLs) with revenue lift metrics—assess marketing impact by deal size, velocity, and win rates.

An Inconvenient Truth

The Marketing Qualified Lead (MQL) didn’t suddenly stop working. It actually never worked. That’s because the whole notion behind MQLs was flawed from the get-go. 

The entire demand gen ecosystem is built around maximizing MQLs rather than revenue, what Kerry Cunningham, former VP at Forrester and now at 6sense, calls “The MQL-Industrial Complex.” 

“The MQL-Industrial Complex has a stranglehold on modern B2B marketing and sales. It shackles marketers to obsolete goals and metrics that waste revenue team resources, alienate buyers, and stifle innovation.”

Marketing teams counted form fills, webinar sign-ups, and downloads as signs someone was ready to buy. But those aren’t signs of serious interest. They show curiosity, not readiness. They’re tire kickers at best, bots at worst.

“The MQL is not just outdated—it was never designed to measure what actually drives B2B revenue.”
 
Kerry Cunningham

The Evidence (It’s always been there)

MQLs make great-looking dashboards. But when you dig deeper, the numbers don’t add up.

  • Less than 1% of MQLs ever become paying customers (Forrester).
  • 81% of B2B buyers already have a preferred vendor before filling out your forms or contacting sales (6sense).
  • The average buying journey now involves 11 stakeholders over 11 months (6sense).

MQLs measure the wrong things in isolation, like sourcing metrics. These metrics make it difficult to attribute commercial outcomes solely to marketing. This is especially true where buying is complex and includes renewals and expansion.

“We often say that marketing-sourced metrics are the fastest way for a CMO to get fired.”
 
Simon Daniels, Forrester

Charts showing B2B buying behavior according to Forrester, 6sense, and CEB

Buying Happens AFTER The Winner Is Already Picked

B2B buyers don’t casually shop your website or randomly download a PDF hoping for an aha moment. 

By the time your brand shows up on their radar, buyers are validating what they already suspect about your solutions. They’re looking for proof they made the right choice. Can you be trusted?

“Buyers don’t engage until they’ve picked a winner, at about 70% through their buying journeys.”
 
Kerry Cunningham

In other words, by the time someone becomes your “lead,” they’re well beyond initial research and have mentally placed you (or a competitor) at the top of their shortlist.

And with tools like Agentic AI, buyers will only become more informed, decisive, and independent.

Marketing’s Fundamental Problem

Over the past two decades, marketers have complicated things by reinventing the basics to make Sales-Led and Product-Led models look better. 

Marketing is, and always has been, non-linear. It doesn’t follow the neat linear process Sales hopes for. Creating new labels and more acronyms doesn’t help. 

The fundamentals haven’t changed:

  • Marketing drives awareness and interest.
  • Sales converts that interest into deals.
  • Brand earns trust and ensures you’re remembered.

As I mentioned in a previous article on why GTM metrics fail, marketing shouldn’t just feed the funnel, it should improve it.

If not MQLs, then what? 

So what are the alternatives to MQLs in marketing that actually reflect buyer behavior and impact revenue?

Ditch Sourcing Metrics

Forrester’s Ross Graber advises B2B Marketers to ditch sourcing metrics for metrics tied closer to revenue and business goals. 

  • Shift Focus to Revenue Lift Metrics. Move beyond form fills and downloads. Instead, measure how marketing interactions improve deal velocity, win rates, and deal sizes.
  • Align Marketing with Business Goals. Marketing should support specific growth objectives by expanding existing accounts, landing new ones, or increasing retention. An aligned GTM team (Marketing, Sales, Product, and CX) drives results across the entire business.
  • Look at the Entire Buyer Journey: Recognize that buying decisions involve many people and many interactions over time. Content should consistently address buyer needs with early-stage research, mid-stage education, and late-stage validation. 

When you compare B2B revenue metrics vs MQLs, the gaps become obvious. Ditching MQLs in B2B tech is overdue.

Use Causal AI

According to Mark Stouse, CEO of Proof Analytics, the MQL model is failing B2B marketing because it has become a vanity metric, often based on engagement signals that do not indicate buying intent. 

By using Causal AI, you can:

  • Separate correlation from causation to ensure that marketing spend is allocated to the most impactful activities.
  • Accurately model long-term marketing effects, including time lag, brand equity and market fluctuations.
  • Optimize sales and marketing coordination, increasing pipeline velocity and improving conversion rates.

“Causal AI brings a sophisticated, evidence-based approach to GTM strategy. It identifies the true cause-and-effect relationships between marketing investments and revenue outcomes, eliminating guesswork and revealing which strategies drive provable growth.”
 
Mark Stouse

Final Thoughts

The truth, albeit inconvenient, has been staring us in the face for some time. 

MQLs didn’t suddenly break one day. They have always been broken because they have been stuffed into a linear sales model that focuses on lead volume. 

Instead of chasing leads, focus on tracking genuine buying signals and measuring marketing’s influence on revenue. Then get back to the basics:

  • Create genuine interest.
  • Earn confidence and trust.
  • Be memorable, especially when buyers are back in-market.

“Being remembered is more valuable than being better.”
 
Mimi Turner, The B2B Institute

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
  • Subscribe for ongoing insights and strategies (enter your email below).

Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!

Insight

AI Accountability Part 3: What Executives Must Know Now

The Delaware 2023 ruling changed the game. Learn how AI oversight is now a legal risk and what C-suite leaders must do to protect their roles and reputations.
March 31, 2025
|
5 min read

Ignoring AI is risky, especially now! Shareholders are already filing lawsuits over missed opportunities and messy data. The Delaware 2023 ruling now holds executives and officers personally responsible. AI is changing leadership accountability and fiduciary duty faster than we can keep up. Here’s how to prepare.

Takeaways

  • A 2023 Delaware Chancery Court ruling holds directors and officers personally liable for oversight and poor decisions.
  • Shareholder lawsuits are increasing, especially over fudged data.
  • AI is making old leadership habits and tools less useful. We can't hide in vagueness anymore.
  • Reputation damage is a bigger threat than fines or payouts.
  • Waiting too long to act could cost you your reputation and your career.

Shareholder Activists and the Coming Lawsuit Surge

In Part 1 and Part 2 of this series, Mark Stouse, CEO of Proof Analytics, and I explored why AI accountability and fiduciary duty now sits with the entire leadership team—and how the Delaware 2023 ruling changed the rules for C-suite liability.

This third part recaps what’s happening right now.

For example, shareholders are paying attention and lawsuits have already begun by using AI to investigate leadership oversight in real time. Executives who don’t act could face serious personal consequences.

REWATCH the entire series on LinkedIn:

  1. Part 1: AI Is Forcing Leadership Accountability
  2. Part 2: The Delaware 2023 Ruling
  3. Part 3: Shareholders and the Coming Lawsuit Surge

What the Delaware Ruling Changed

Before 2023, corporate officers were rarely sued unless they acted with clear intent to do harm. That’s no longer the case.

A Delaware court ruled that officers can now be held liable for poor decisions, even without bad intent. In other words, saying, “I had no idea,” won’t hold up in court.

This came from a case involving McDonald’s and their CHRO. Being careless or uninformed is enough to bring legal trouble.

“The vulnerabilities to the company just went up exponentially... the bar for proving breach of fiduciary duty was dropped to the floor from a very high place.”
 
Mark Stouse

Mark spoke to about 350 CFOs and many agreed this ruling is a bigger deal than Sarbanes-Oxley. AI now makes it easier to spot crappy data and call out risky decisions.

Shareholders Are Suing

Unlike McDonald’s, a lot of lawsuits are currently being settled quietly, not just to avoid financial loss, but to prevent reputational damage.

That risk is now front and center. Executives aren’t just trying to protect the company. They’re trying to protect their names.

As mentioned, one of the first things shareholders are targeting is data quality. If your CRM or marketing automation data is flawed, your entire revenue engine is vulnerable. That’s low-hanging fruit for litigation, and it’s already happening.

And if you’ve had conversations with vendors and walked away without action? That trail exists. AI note-takers, emails, even meeting transcripts, can be used to show that you were aware—and failed to act.

This is where legal exposure gets personal.

Marketing Is Starting to Feel It

Marketing teams are seeing this shift with buyer bots. These bots now control much of the personalization. That flips the value of seller-side personalization on its head.

“Personalization from the seller side no longer is needed... It’s really kind of going to be negated one way or the other.”
 
Mark Stouse

Teams need tools that reveal what’s actually working. Causal AI tools like Proof Analytics helps big time. Sticking with old habits will get you into trouble.

Proof Analytics can help GTM teams mitigate legal risk by showing what’s working, what’s not, and why.

It’s Bigger Than Lawsuits

While the legal risk is fairly obvious, the bigger and less evident threat might be your career. 

“You can insure against financial liability, but you can’t insure your reputation.”

Mark Stouse

Boards are less forgiving. Shareholders are quicker to act. Leaders who don’t move forward risk tarnishing their reputation indefinitely.

Just look at the CHRO in the McDonald’s case. That individual may never work in HR ever again.

Will AI Replace the C-Suite?

There is a school of thought that says AI could potentially replace the C-suite as we know it today. And it isn’t just theory anymore.

“Over time, the biggest career losers from all this will be the C-suite... At some point, you don’t need a 14-million-dollar annual salary for a CEO.” 
 
Mark Stouse

AI decision-making capabilities keep getting better and better. If AI starts making smarter calls than the leadership team, why keep the old structure?

The writing may already be on the wall.

What You Can Do

If you lead a company (or plan to) here’s what matters right now:

  1. Use AI to make informed decisions to build systems that show what’s working and why.
  2. Document everything to ensure you can explain and support your decisions.
  3. Fix your go-to-market (GTM) approach by dropping what’s not working (use AI to help you reveal what is).
  4. Understand the risks and learn where accountability and liability start and how that affects you.
  5. Act now – Don’t wait for a crisis. The best protection is action.

AI can help you protect and defend, but it can also quickly help you find a way to lead better, faster, and with more clarity.

You can use it to plan smarter GTM strategies, adapt in real time, and stay ahead of shareholder expectations.

Final Thoughts

One last thing: Mark shared an analogy that’s quite apropo.

Imagine standing on one side of a fast-moving river, and you need to get to the other side. You can swim or stay where you are.

“The difference between humans and every other species is that when the river changes course, we can swim. But many executives are standing still, waiting to be swept away.”
 
Mark Stouse

The river’s already moving. The ones who swim now might just make it to the other side.

REWATCH all 3 parts of this series on LinkedIn:

  1. Part 1: AI Is Forcing Leadership Accountability
  2. Part 2: The Delaware 2023 Ruling
  3. Part 3: Shareholders and the Coming Lawsuit Surge

If you haven’t seen them, now’s a good time. What you don’t know can still cost you.

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
  • Subscribe for ongoing insights and strategies (enter your email below).

Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!

Execution

Why GTM Metrics Fail & How to Fix Them for Growth

Most GTM metrics fail to explain why revenue grows or stalls. Learn which metrics actually matter and how causal AI improves forecasts.
March 24, 2025
|
5 min read

Most GTM teams rely on pipeline, conversion rates, and revenue tracking, but these GTM metrics fail to explain why revenue grows or stalls. Traditional reporting shows correlation, not causation, leading to unreliable forecasts and wasted marketing spend. Causal AI for marketing analytics shows what is happening and why, and how to improve GTM forecasts.

Takeaways

  • Most GTM metrics fail to explain revenue changes because they show correlation, not causation.
  • Forecasting based on historical trends leads to misallocated budgets and inaccurate forecasts.
  • 60-70% of B2B content goes unused by Sales.
  • Causal AI for marketing analytics can improve forecast accuracy by 30-50%.
  • Tracking friction metrics helps fix GTM reporting mistakes.

Measure What Hurts

A lot of GTM teams struggle with reporting mistakes because their dashboards don’t explain why revenue grows or stalls. Most traditional GTM metrics fail to show what’s actually driving revenue or how to predict future growth accurately.

Todd Mumford recently pointed this out on LinkedIn, listing friction metrics that usually get ignored.

  • The percentage of qualified leads that Sales never contacts
  • How often customers are confused by messaging we thought was clear
  • The number of support tickets for issues already covered in documentation
  • How many “emergency” projects actually moved the needle
  • The widening gap between Sales promises and what the product delivers

Friction metrics reveal where GTM efforts break down and explain why we keep missing our targets. They rarely show up at quarterly reviews because they are rarely tracked consistently. 

“The marketers who will outperform are brave enough to measure what hurts.”
 
Todd Mumford

For Todd’s complete list of metrics, see his post on LinkedIn.

The Blind Spots in GTM Metrics

Most GTM reporting focuses on what happened, not why. 

You get revenue numbers, conversion rates, and pipeline figures, but these only tell part of the story. Here’s what’s missing:

1. Traditional Metrics Often Show Correlation, Not Causation

You might see an increase in web traffic alongside revenue growth and assume one drove the other. But without causal analysis, you don’t know why revenue increased. Maybe it was a pricing change, a competitor going under, or an unrelated market trend.

According to a Wharton study, 57% of marketers misinterpret correlation as causation, leading to bad investments and wasted budget. 

Think of it this way:

  • Correlation: Every time you don’t wear your lucky socks, your favorite team loses.
  • Causation: No, your lucky socks don’t affect the outcome of the game. The real causes are things like player performance, coaching decisions, injuries, and travel schedules.

GTM metrics chart: 57% marketers misinterpret correlation as causation

2. Forecasting Is Often Based on Historical Trends, Not True Drivers

Many RevOps teams rely on pipeline coverage. For example, “We have 3x our quota in pipeline, so we’ll be fine.”

But without understanding which opportunities are likely to close and why, these forecasts are unreliable.

Google’s research confirms that traditional Media Mix Models (MMM) often inflate ROI estimates because “MMM typically produces correlational, not causal results.” That results in improper budgeting and misleading insights.

3. GTM Teams Struggle to Measure the “Messy Middle”

Marketing isn’t linear. Deals don’t move through funnels nor in a straight line. 

Buyers come and go as they please revisiting touchpoints, getting stalled by procurement, and engaging multiple channels. But most GTM teams don’t capture these behaviors.

For example, 60-70% of B2B marketing content goes unused by Sales, according to Forrester. If you’re not tracking which content is influencing deals, you’re burning money.

GTM metrics chart: 65% of B2B content marketing assets produced go unused

A Better GTM Metrics Framework

To answer what’s happening, why it’s happening, and how to predict growth, GTM teams need to track metrics that explain real-world outcomes.

Weekly KPIs:

  • % of qualified leads contacted (lead follow-up rate)
  • Win rate by lead source
  • Number of meetings to close a deal (friction indicator)
  • % of content used in sales cycles
  • Sales response time to inbound leads

Monthly KPIs:

  • Conversion rates through each funnel stage
  • Product promise vs. customer complaint themes (gap tracker)
  • Support ticket themes vs. help docs (misalignment check)
  • Pipeline coverage for the next 90 days

Quarterly KPIs:

  • Sales cycle velocity trends
  • Revenue impact of marketing campaigns (beyond last-touch attribution)
  • % of martech stack actually being used
  • Alignment test: Can teams explain positioning without looking it up?

Where Causal AI Makes a Difference

Traditional analytics can tell us what happened—revenue increased 20% last quarter. But It’s a mistake to assume that just because two things happen at the same time, one must have caused the other. 

Causal analytics help us understand why—a specific campaign, a competitor going out of business, or an economic or geopolitical shift. Causal AI separates real cause-and-effect relationships from coincidences. It filters out random noise and external factors to show what’s really driving growth.

Practical Use Cases for Causal AI in GTM Reporting

  • Predictive Revenue Forecasting: Tools like Proof Analytics analyze time-lag effects between marketing activities and revenue outcomes, making forecasts 83% more accurate, according to their users.
  • Marketing ROI Optimization: Google’s MMM framework now integrates causal AI to separate real campaign impact from coincidental traffic spikes, reducing over-attribution errors by 30-50%.
  • Sales Cycle Acceleration: Causal AI can show which actions actually shorten deal cycles vs. which ones just seem correlated.

When done right, Marketing is an exponential multiplier of Sales effectiveness and efficiency.

Marketing's multiplier effect on Sales.

Final Thoughts

The problem with traditional GTM metrics isn’t that they’re wrong—it’s that they’re incomplete. 

If you’re only tracking pipeline and conversion rates, you’re missing the friction points, the real decision drivers, and the hidden inefficiencies that stall growth.

Causal AI can improve effectiveness, helping you fix GTM reporting mistakes, forecast revenue accurately, shorten sales cycles, and optimize your marketing spend.

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
  • Subscribe for ongoing insights and strategies (enter your email below).

Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!

Insight

AI Accountability Part 2: Delaware Ruling & C-Suite Liability

The Delaware Chancery Court Ruling of 2023 expands fiduciary duty. CMOs, CROs & CDAOs are now liable. AI exposes risks—leaders must act now.
March 17, 2025
|
5 min read

The Delaware Chancery Court Ruling of 2023 is a wake-up call. CMOs, CROs, and CDAOs are now personally responsible for oversight failures, bad data, and poor decisions. AI, especially Causal AI, is exposing the truth. Lawsuits are already happening. If you lead a team, you need to assess your risks, clean up your data, and use AI to protect yourself. 

Takeaways

  • All officers, not just CEOs and boards, are now accountable, so if you’re in marketing, sales, or data, this applies to you too.
  • Negligence and complacency can get you sued. You don’t have to act maliciously to be held responsible.
  • AI is making everything more transparent, exposing flawed data and misleading numbers.
  • Shareholders are already suing executives due to CRM issues, data fraud, and bad reporting.
  • Don’t wait! Audit your risks, fix your data, use AI to help you, and get personal liability insurance.

What’s Going On?

In AI Accountability Part 1, Mark Stouse and I talked about how AI is making executives more accountable. Now, we’re looking at the Delaware Chancery Court Ruling of 2023, a decision that puts more responsibility on business leaders. If you’re a CMO, CRO, or CDAO, this ruling could affect you in a big way. Here’s what you need to know about AI accountability in corporate leadership and how AI-driven risk management for executives can help.

REWATCH: Part 1 and Part 2 on LinkedIn.

Why Isn’t This a Bigger Deal? (Sources & Context)

Mark Stouse, CEO of Proof Analytics, put it simply: “If this ruling is so important, why isn’t everyone talking about it?”

The ruling made headlines in The Wall Street Journal and Financial Times with a sexual harassment lawsuit against McDonald’s, but outside legal circles, it didn’t get much attention.

“Historically, fiduciary duty had a very high bar—you had to almost prove nefarious intent. That’s no longer the case. If you’re an officer of a Delaware-domiciled company, you can now be held personally liable for negligence, incompetence, or just not knowing what’s in your own systems.”
 
Mark Stouse

This ruling affects roughly 90% of venture-backed companies in the U.S. and two-thirds of the Fortune 1000. Even privately held companies are under scrutiny. 

If you’re in leadership, this matters to you.

What’s Changed?

  • It’s easier to get sued. Before, you had to prove someone acted in bad faith to hold them accountable. Now, feigning carelessness won’t hold up in court.
  • More executives are on the hook. Fiduciary duty used to apply mainly to CEOs and boards. Now, all corporate officers are responsible, including marketing, sales, and data leaders.

Real-World Impact

Mark shared a case where a company settled for a huge amount because of bad CRM data. In fact, CRM data integrity (or lack thereof) has become a meme. 

“I was supposed to be an expert witness in a case involving CRM data. The company settled for a lot of money out of court. The issue? The data was so flawed that it triggered fraud detection software. Sales reps had manipulated CRM records to hit incentives, creating a legal liability for the CRO, CIO, and CDAO.”
 
Mark Stouse

If your data is unreliable and you’re in charge of it, you’re responsible. Period. 

Saying “I didn’t know” won’t protect you. Delaware fiduciary duty ruling impact is already being felt across multiple industries.

AI Is Changing the Game

Each day AI is getting better and it’s making leaders more accountable.

“AI is going to be the great truth-teller inside corporations. Everything that can be known will be known or knowable.”
 
Mark Stouse

If your reports claim your marketing is driving revenue, but causal AI proves otherwise, that’s a problem.

What’s at stake for CMOs, CROs, and CDAOs?

  • Marketing budgets: If you can’t prove ROI beyond vanity metrics, shareholders can cut your budget—or sue.
  • Sales forecasting: Bad pipeline data can lead to legal trouble.
  • Data governance: If poor data quality slows down AI adoption, investors might argue you’ve cost them future growth.

What You Need to Do Now

If you’re in leadership, here’s a step-by-step guide to protect yourself:

1. Get Your Legal Team Involved

  • Check if your legal team knows about this ruling. Many still don’t.
  • If they aren’t aware, send them this article and ask how it applies to your company.

2: Audit Your Risks and Data

  • Identify weak spots in your department—especially data issues.
  • Determine what’s broken, how to fix it, and what it will cost.
  • Document everything—it could protect you in court.

3: Use AI for Risk Management

  • If you’re not using Sausal AI, you’re already behind.
  • AI can reduce your personal liability by improving decision-making and risk assessment.
  • If someone asks, ‘Are you using causal AI?’ and you say ‘no’—you’re in trouble.
  • If you need a Causal AI tool, check out Proof Analytics

4: Get Personal Insurance

  • Your company might cover you, but it’s safer to have your own E&O (Errors & Omissions) insurance.
  • If something goes wrong, you don’t want to rely on corporate coverage.

5: Focus on Effectiveness, Not Just Efficiency

  • Cutting costs might boost short-term numbers, but AI is exposing how bad those decisions really are.
  • If you can’t prove cost-cutting won’t hurt long-term growth, you’re at risk.

Final Thoughts

Yes, the Delaware Chancery Court Ruling is a wake-up call. But it’s more of an opportunity to get ahead of potential litigation by cleaning up our data rather than fear-mongering. 

Use AI to protect yourself. If you act now, you can stay ahead of the risks, prove your value, and future-proof your business.

“This is only the beginning. Shareholders, especially activists, are using this ruling to sue executives. If you’re not prepared, it’s just a matter of time.”
 
Mark Stouse

In AI Accountability Part 3, Mark and I will dive into the wave of lawsuits already happening and what you can do to stay ahead.

Stay tuned.

REWATCH: Part 1 and Part 2 on LinkedIn.

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
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Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!

Insight

AI Accountability Part 1: Why Every Executive Is On The Hook

AI is making executives personally liable for data governance. Learn how AI-driven audits and legal rulings are reshaping leadership risk.
March 10, 2025
|
5 min read

AI-driven executive accountability is forcing leaders to take responsibility for their decisions instead of relying on vague statements or outdated assumptions. A new Delaware ruling makes CROs, CMOs, and CDAOs personally responsible for data quality and governance failures. Executives need to tighten data oversight, audit regularly, and work closely with compliance because AI fact-checking is exposing governance failures in real time. 

Takeaways

  • AI is exposing weak data governance and poor decision-making.
  • The Delaware ruling expands liability beyond CEOs and CFOs—CROs, CMOs, and CDAOs are now accountable for data failures.
  • Poor CRM and business data can lead to fraud claims, shareholder lawsuits, and regulatory scrutiny.
  • Employees, investors, and stakeholders can verify statements with AI instantly—and they will.
  • Frequent audits and legal alignment are no longer optional—they’re survival strategies.

Why the C-Suite is on the Hook

In our latest LinkedIn Live session on AI Accountability, Mark Stouse and I dug into how AI is forcing radical transparency across the C-Suite.

For years, AI has been marketed as an efficiency tool, but it’s now putting executives under a microscope—especially the Chief Data & Analytics Officer (CDAO). AI’s impact on CDAO responsibilities is undeniable. The CDAO is at the center of it all, overseeing data quality, compliance, and legal risks that didn’t exist a decade ago.

Data quality is no longer an internal issue. AI-driven transparency is turning poor oversight into a legal and reputational risk. Get it wrong, and you could face lawsuits, SEC investigations, or worse.

Watch the full episode on LinkedIn.

The Illusion of Predictable GTM Models

Many executives have built go-to-market (GTM) strategies based on the idea that growth can be mapped out in a straight line. AI is proving them wrong.

“Roughly 20 to 25 years ago, founders and VCs decided they could remake B2B GTM into a deterministic, linear machine. They thought they could put a quarter in and get a gumball every time. That model failed—92% of those startups tanked.”
 
Mark Stouse

AI won’t fix broken GTM strategies. It will expose bad assumptions faster and force leaders to adapt—or fail even sooner.

AI is also putting more and more buyers in control. Companies that cling to outdated demand-generation tactics will lose to competitors who use AI to adapt in real time, recognize genuine buying signals, and pivot quickly.

AI Fact-Checking: Leaders Under the Microscope

The CEO Who Got Fact-Checked in Real Time

Mark shared an interesting story about a CEO who walked into a town hall thinking he was in control—but AI had other plans.

Employees ran AI tools on his statements in real time. They compared his answers against past company reports and financial disclosures. Contradictions surfaced immediately. The Q&A turned into an awkward grilling session.

“Executives can no longer rely on ambiguity. The days of being able to say one thing today and another tomorrow without scrutiny are gone.”
 
Mark Stouse

Every word leaders say is recorded, analyzed, and cross-checked against financial disclosures, internal reports, and regulatory filings. AI is removing the gray areas that once gave executives room to maneuver. 

The only way to stay ahead? Make sure what you say is accurate before you say it.

Executives Are Now Personally Liable for Data

The 2023 Delaware fiduciary ruling for executives has changed everything. For the first time, leaders beyond the CEO and CFO—including CDAOs, CROs, and CMOs—are legally accountable for data quality and governance failures.

How One Lawsuit Changed the Game

The Delaware ruling isn’t just a legal theory. It’s already leading to lawsuits. Mark shared an example that illustrates just how serious this is getting.

"A recent shareholder lawsuit named the CIO, CDAO, and CRO over CRM data quality issues. During discovery, a fraud detection tool was used to analyze the CRM, revealing that two-thirds of the data was manipulated, often to take advantage of sales incentive programs. That level of individual accountability simply wasn’t a risk five years ago."
 
Mark Stouse

This case revealed a stark reality: CRM data is a mess, and the legal risks of poor data quality are growing. 

AI-driven audits are exposing fraud, inaccurate records, and manipulated pipeline data, which is leading to shareholder lawsuits and regulatory action.

CDAOs oversee data quality and governance, but CEOs, CROs, and CMOs are just as exposed. Bad data now impacts revenue, compliance, and investor confidence. 

What Executives Need to Do Now

Executives who ignore AI-driven accountability won’t just lose credibility, they can also face legal consequences.

  • Take Data Governance Seriously – Data integrity is a C-suite issue, not an IT function.
  • Audit Data Regularly – AI-driven audits should catch and correct data issues before they trigger lawsuits.
  • Work With Compliance Teams – Legal and risk teams must be involved in AI and data governance strategy.
  • Educate Leadership Teams – CDAOs need to help CEOs, CROs, and CMOs understand AI risk.

The companies that take AI-driven accountability seriously now will be the ones that stay ahead of lawsuits, regulators, and market shifts.

Final Thoughts

The AI accountability era has arrived. Executives who take data governance seriously will mitigate the inherent risks and avoid serious consequences.

In Part 2 of our next AI Accountability session, Mark and I discuss the legal risks executives face after the Delaware ruling.

Stay tuned.

Watch Part 1 on LinkedIn.

If you like this content, here are some more ways I can help:

  • Follow me on LinkedIn for bite-sized tips and freebies throughout the week.
  • Work with me. Schedule a call to see if we’re a fit. No obligation. No pressure.
  • Subscribe for ongoing insights and strategies (enter your email below).

Cheers!

This article is AC-A and published on LinkedIn. Join the conversation!