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  • The brief
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  • Big bets · 3
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Generated Oct 26, 2026
  1. Programmable
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Five9 logo

growth playbook · Oct 26, 2026

five9.com (opens in a new tab)

Five9 growth playbook

Diagnosis

Five9 is growing again (Q2 revenue up 10%, AI revenue up 78%) and is rebuilding its demand engine: a new VP of Demand Generation, a paid media and experimentation lead, vertical audience managers, a partner marketing leader and creative QA.

The website has moved to the Smarter CX story, but the main demo button still lands on an older, longer-form page, real mobile visitors feel layout shift and slow taps, the French-Canadian site is missing from the sitemap, and there are no comparison pages. This playbook fixes the demo path first, then builds vertical proof, AI expansion in the base, marketplace and partner channels, and benchmark content from Five9's own data.

Growth Score

7/10

Biggest Opportunity

Turn the new demand team and the AI growth into pipeline by fixing the demo path, using vertical proof Five9 already has, and selling AI expansion to the installed base.

Biggest Risk

Genesys, NiCE, Talkdesk and Amazon Connect all now lead with AI, so Five9 must show proof by industry and a flexible buying model, or AI agents will compress seat revenue faster than new AI revenue replaces it.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Point the "View Demo" button at a Smarter CX demo page, not the old "Power of More" one

    Pull last quarter's visits, form starts and completions for /landing/blended-demo-offer.

    High impact First result in 1 month
  2. 2

    Fix layout shift and slow taps that real mobile visitors feel on five9.com

    Record the homepage on a mid-range phone and list what moves.

    High impact First result in 1 month
  3. 3

    Put the French-Canadian site in the sitemap, and give Mexico its own entry

    Count fr-ca pages that are live but not in the sitemap.

    Medium impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 11Fill-ins · 5Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The header button on every page of five9.com goes to /landing/blended-demo-offer, a page titled "Blended Inbound Outbound Call Center Demo" whose description still talks about a "digital workforce" and whose form sits under "the Power of More", with "All fields are required". The homepage, meanwhile, sells "Smarter CX brings human and AI together" and already has a one-field demo dialog. The busiest conversion click on the site lands on an older campaign with a longer form, just as Five9 hires a Senior Manager, Paid Media & Experimentation to own landing pages and forms.

    High impactLow effort First result in 1 month Senior Paid Media Manager

    First action

    Pull last quarter's visits, form starts and completions for /landing/blended-demo-offer.

    How to measure it

    Demo page form completion

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Baseline

      Visits, form starts and completions by source.

      Marketing Operations 2 days

    2. 2

      Write the page

      Smarter CX headline, video and two next steps.

      Product Marketing 1 week

    3. 3

      Shorten the form

      Business email only; enrich the rest.

      Marketing Operations 3 days

    4. 4

      Match the story

      Industry-specific customer proof by visitor.

      Senior Audience Marketing Manager 3 days

    5. 5

      QA and launch

      Check claims, links and brand.

      Senior Creative Project Manager 2 days

    6. 6

      Test

      A/B against the old page on paid traffic.

      Senior Paid Media Manager 3 weeks

    7. 7

      Route

      Expert requests to an SDR within the hour.

      Sales Development leader 1 week

    First result
    1 month
    Cost
    Staff time only
    Owner
    Senior Paid Media Manager

    Smallest test

    Repoint the header button to the homepage demo dialog for half of visitors for two weeks.

    Why it works

    Make one current demo page: Smarter CX headline, a short demo video, a form that asks only for a business email (enrich the rest from 6sense and Marketo), and two choices after it, "watch now" or "talk to an expert". Show the story that matches the visitor's industry (Exact Sciences for healthcare, Central Bank for banking). Repoint the header, footer and /demo links, and A/B test it against the old page on paid traffic.

    A page that matches the message that brought the visitor, with fewer fields, converts more of the same traffic, and every paid campaign benefits at once.

    Ready to use

    ChecklistDemo page launch list

    [ ] Headline matches homepage: Smarter CX
    [ ] Title and meta description rewritten
    [ ] Form: business email only, enrichment on
    [ ] "Watch now" and "Talk to an expert" paths
    [ ] Industry story swaps (healthcare, banking, retail)
    [ ] Header, footer and /demo links repointed
    [ ] A/B test and SAO tracking set up

    Risks and how to handle them

    • Lead quality falls with fewer fields

      Score enriched leads and compare SAO rates, not form fills.

    • Old page has backlinks

      Redirect it to the new page.

    Evidence

    • Your websiteThe "View Demo" button in the header of every page links to /landing/blended-demo-offer (and /demo redirects there). Its title is "Blended Inbound Outbound Call Center Demo", its meta description says "Got two minutes? This video shows how an AI-enabled Five9 digital workforce capably handles customer calls", the H1 is "You're Building the Future of CX. Here's Your Next Move" and the form section is headed "Discover What's Possible with the Power of More" with "All fields are required." It shows four stories: Alaska Airlines, Central Bank, Exact Sciences and Lumexa Imaging ("$4M in Revenue").Source
    • Your websiteHomepage (October 23, 2026): H1 "Smarter CX brings human and AI together"; a hero "Business Email" field opens a "See Smarter CX in action" demo dialog; G2-style rating chips "4.1/5" and "4.5/5"; "Five9 named a Leader for the 9th time in the 2026 Gartner Magic Quadrant for CCaaS"; customer results from Wyndham Hotels & Resorts, Omaha Steaks, Exact Sciences and Yopa; the homepage has no social share image.Source
    • HiringSenior Paid Media Manager (remote US, posted September 23, 2026), titled in the post "Senior Manager, Paid Media & Experimentation": owns paid search, paid social and programmatic with "pipeline/SAO targets", reporting "from click to lead to opportunity to closed revenue"; "Own landing page and conversion path optimization (CRO), designing and running A/B and multivariate tests on page structure, forms, and messaging"; tools include Google Ads, Microsoft Ads, LinkedIn, Optimizely or VWO, Contentsquare and 6sense.Source
    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
  • 02

    Chrome data from real visitors shows the homepage at CLS 0.17 and INP 246 ms, both above Google's "good" limits, and the whole site at CLS 0.20. In the lab the mobile homepage scores 43 with 1,090 ms of blocking time. Every paid click and ABM visit lands on these pages.

    High impactMedium effort First result in 1 month Web team

    First action

    Record the homepage on a mid-range phone and list what moves.

    How to measure it

    Homepage CLS and INP

    Now
    –
    Target
    Under 0.1 and 200 ms
    By
    90 days

    Steps

    1. 1

      Find shifts

      Layout-shift audit on the top 10 pages.

      Web team 2 days

    2. 2

      Reserve space

      Hero animations, chips and banners.

      Web team 1 week

    3. 3

      Defer scripts

      Chat, Marketo and tags after interaction.

      Web team 1 week

    4. 4

      Fix the demo page

      Same fixes on the conversion page.

      Web team 3 days

    5. 5

      Watch behaviour

      Contentsquare sessions before and after.

      Senior Paid Media Manager 2 weeks

    6. 6

      Confirm

      Chrome UX Report after 28 days.

      Web team 1 month

    First result
    1 month
    Cost
    Engineering time
    Owner
    Web team

    Smallest test

    Fix the largest layout shift on the homepage this week.

    Why it works

    Reserve space for the animated product panels, rating chips and cookie banner so nothing jumps; load the chat, Marketo and tag scripts after the first interaction; cut the blocking time on the homepage and the demo page first. Recheck in the Chrome UX Report after 28 days.

    Pages that do not jump or freeze keep visitors on the form, and Google uses the same measures in ranking.

    Risks and how to handle them

    • Deferred scripts lose tracking

      Test that leads and attribution still record.

    Evidence

    • PageSpeedGoogle PageSpeed, mobile homepage, October 23, 2026: lab performance 43/100, Largest Contentful Paint 8.2 s, Total Blocking Time 1,090 ms. Real Chrome visitors (Chrome UX Report) on the homepage: layout shift (CLS) 0.17 and Interaction to Next Paint 246 ms, both above Google's "good" limits of 0.1 and 200 ms, while LCP is a fast 1.5 s; across the whole site CLS is 0.20, INP 236 ms and LCP 2.7 s.Source
    • HiringSenior Paid Media Manager (remote US, posted September 23, 2026), titled in the post "Senior Manager, Paid Media & Experimentation": owns paid search, paid social and programmatic with "pipeline/SAO targets", reporting "from click to lead to opportunity to closed revenue"; "Own landing page and conversion path optimization (CRO), designing and running A/B and multivariate tests on page structure, forms, and messaging"; tools include Google Ads, Microsoft Ads, LinkedIn, Optimizely or VWO, Contentsquare and 6sense.Source
    • Your websiteHomepage (October 23, 2026): H1 "Smarter CX brings human and AI together"; a hero "Business Email" field opens a "See Smarter CX in action" demo dialog; G2-style rating chips "4.1/5" and "4.5/5"; "Five9 named a Leader for the 9th time in the 2026 Gartner Magic Quadrant for CCaaS"; customer results from Wyndham Hotels & Resorts, Omaha Steaks, Exact Sciences and Yopa; the homepage has no social share image.Source
  • 03

    Every page tells search engines a French-Canadian version exists, and fr-ca pages are live in French, but none of the 3,829 sitemap URLs is fr-ca. The language menu sends Mexico to the Colombian site. The new VP of Demand Generation is asked to build for international markets "on their own terms", including language.

    Medium impactLow effort First result in 1 month Marketing Operations

    First action

    Count fr-ca pages that are live but not in the sitemap.

    How to measure it

    fr-ca pages indexed

    Now
    –
    Target
    90%
    By
    60 days

    Steps

    1. 1

      List pages

      Every live fr-ca URL.

      Web team 1 day

    2. 2

      Add to sitemap

      Drupal sitemap settings.

      Web team 1 hour

    3. 3

      Check tags

      Canonicals and hreflang.

      Web team 1 day

    4. 4

      Decide Mexico

      es-mx pages or hreflang on es-co.

      VP, Demand Generation 1 week

    5. 5

      Submit

      Search Console.

      Marketing Operations 1 hour

    6. 6

      Track

      French-Canadian demos.

      Marketing Operations monthly

    First result
    1 month
    Cost
    $0
    Owner
    Marketing Operations

    Smallest test

    Add fr-ca to the sitemap today.

    Why it works

    Add the fr-ca pages to the sitemap, check they carry self-canonicals, and decide whether Mexico gets an es-mx version or the es-co pages add an es-mx hreflang. Submit both in Search Console and track French-Canadian demo requests.

    Search engines find and rank pages faster when the sitemap lists them, and Quebec buyers then land on French pages.

    Risks and how to handle them

    • Thin translations

      Review the top 20 French pages with a native speaker.

    Evidence

    • Your websiteSitemap (3,829 URLs, checked October 23, 2026): localized sections for de-de, en-au, en-ca, en-uk, es-co, es-es, pt-br and pt-pt, but no fr-ca URLs although every page's hreflang points to a live French-Canadian version; the language menu sends "Mexico" to the Colombian es-co site; 334 /faq pages, 118 blog author pages, 123 webinar pages and about 57 case studies; no "Five9 vs" or alternative pages, though there is a "Five9 Liftoff for Genesys users" brief and a whitepaper "Five9 cloud is ready for your Genesys contact center".Source
    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
  • 04

    The audience marketing role must build competitive differentiation into campaigns "proactively". Five9 has a Genesys migration brief and whitepaper, but no comparison pages at all, while buyers searching "Genesys alternative" or "NiCE vs Five9" meet rivals' and review sites' answers.

    High impactMedium effort First result in 1 month Product Marketing

    First action

    Pick the two rivals sales meets most.

    How to measure it

    Opportunities from comparison pages

    Now
    –
    Target
    25 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick rivals

      Most common in lost and won deals.

      Senior Account Strategy Manager 2 days

    2. 2

      Check facts

      Rivals' current public claims.

      Product Marketing 1 week

    3. 3

      Write

      Fair tables and migration help.

      Product Marketing 2 weeks

    4. 4

      Review

      Legal and brand QA.

      Senior Creative Project Manager 1 week

    5. 5

      Launch

      With competitor search ads.

      Senior Paid Media Manager 1 week

    6. 6

      Refresh

      Every quarter.

      Product Marketing quarterly

    First result
    1 month
    Cost
    Ad budget for competitor terms
    Owner
    Product Marketing

    Smallest test

    Publish the Genesys page first, built from the existing brief.

    Why it works

    Write one page per rival: platform scope, AI agents, open integrations (Epic, Salesforce, Google Cloud), pricing model, migration help and customer proof, with a switching offer. Use them as landing pages for competitor search campaigns.

    Comparison searches come from buyers already in a cycle, and Five9 can tell its story with its own analyst and customer proof.

    Risks and how to handle them

    • Claims go stale

      Date every page and cite sources.

    Evidence

    • HiringSenior Audience Marketing Manager (remote US, posted October 2, 2026): owns one industry vertical, "Healthcare, Financial Services and Insurance, or another priority industry", across "net-new prospect accounts and Five9's existing customer base"; must "Build and run marketing programs into the vertical's existing customer base"; "Know which competitors matter most for the vertical - build that differentiation into campaign messaging proactively"; ABM platforms such as 6sense and Demandbase.Source
    • Your websiteSitemap (3,829 URLs, checked October 23, 2026): localized sections for de-de, en-au, en-ca, en-uk, es-co, es-es, pt-br and pt-pt, but no fr-ca URLs although every page's hreflang points to a live French-Canadian version; the language menu sends "Mexico" to the Colombian es-co site; 334 /faq pages, 118 blog author pages, 123 webinar pages and about 57 case studies; no "Five9 vs" or alternative pages, though there is a "Five9 Liftoff for Genesys users" brief and a whitepaper "Five9 cloud is ready for your Genesys contact center".Source
    • Competitor researchRivals' own homepages: Genesys, "Genesys Cloud CX: AI-Powered Customer Experience"; NiCE, "Customer Experience (CX) AI Platform for Transformation at Scale"; Talkdesk, "the leader in Customer Experience Automation (CXA)"; Amazon Connect, "No fixed costs, pay only for what you use".Source
    • HiringSenior Paid Media Manager (remote US, posted September 23, 2026), titled in the post "Senior Manager, Paid Media & Experimentation": owns paid search, paid social and programmatic with "pipeline/SAO targets", reporting "from click to lead to opportunity to closed revenue"; "Own landing page and conversion path optimization (CRO), designing and running A/B and multivariate tests on page structure, forms, and messaging"; tools include Google Ads, Microsoft Ads, LinkedIn, Optimizely or VWO, Contentsquare and 6sense.Source
  • 05

    The new creative project manager is the final check on "accuracy, grammar, tone, terminology". The small business page is still headed "CCaaS & Virtual Contact Center Software for SMB's" with "Get More Info & Pricing", and the Customer Stories hub is titled "Contact Center Platform - Contact Center Cloud Software - Customer Support Case Study".

    Medium impactLow effort First result in 1 month Senior Creative Project Manag…

    First action

    Export titles and H1s for the top 200 pages.

    How to measure it

    Search click-through

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      Export

      Titles, H1s and descriptions.

      Web team 1 day

    2. 2

      Flag

      Older messaging and errors.

      Senior Creative Project Manager 2 days

    3. 3

      Rewrite

      Top 30 pages.

      Product Marketing 1 week

    4. 4

      QA

      Brand and style check.

      Senior Creative Project Manager 2 days

    5. 5

      Share image

      Homepage and key pages.

      Brand team 1 day

    6. 6

      Measure

      Search Console click-through.

      Marketing Operations monthly

    First result
    1 month
    Cost
    $0
    Owner
    Senior Creative Project Manager

    Smallest test

    Fix the small business and Customer Stories titles today.

    Why it works

    List pages whose titles, H1s or descriptions predate Smarter CX, starting with the demo page, small business page and Customer Stories hub. Rewrite them, fix the apostrophe, and add a social share image to the homepage.

    Search results and link previews are the first thing buyers see, and they should match the new platform story.

    Risks and how to handle them

    • Ranking drops on changed titles

      Keep the main keyword in each title.

    Evidence

    • Your websiteOlder templates remain on key pages: the small business page's H1 is "CCaaS & Virtual Contact Center Software for SMB's" with "Get More Info & Pricing" and "Call 1-800-553-8159"; there is no public pricing page; the Customer Stories hub is titled "Contact Center Platform - Contact Center Cloud Software - Customer Support Case Study | Five9".Source
    • HiringSenior Creative Project Manager (remote US, posted October 19, 2026): "the final quality checkpoint before assets go live", reviewing copy for "accuracy, grammar, tone, terminology, links, and claims", with "QA checklists by asset type (web, email, video, social, print, events)"; the team is "focusing on AI tools" and this role helps use them "well, safely, and on brand".Source
    • Your websiteHomepage (October 23, 2026): H1 "Smarter CX brings human and AI together"; a hero "Business Email" field opens a "See Smarter CX in action" demo dialog; G2-style rating chips "4.1/5" and "4.5/5"; "Five9 named a Leader for the 9th time in the 2026 Gartner Magic Quadrant for CCaaS"; customer results from Wyndham Hotels & Resorts, Omaha Steaks, Exact Sciences and Yopa; the homepage has no social share image.Source
    • Your websiteThe "View Demo" button in the header of every page links to /landing/blended-demo-offer (and /demo redirects there). Its title is "Blended Inbound Outbound Call Center Demo", its meta description says "Got two minutes? This video shows how an AI-enabled Five9 digital workforce capably handles customer calls", the H1 is "You're Building the Future of CX. Here's Your Next Move" and the form section is headed "Discover What's Possible with the Power of More" with "All fields are required." It shows four stories: Alaska Airlines, Central Bank, Exact Sciences and Lumexa Imaging ("$4M in Revenue").Source
  • 06

    The VP of Demand Generation owns "speed to lead" and wants engagement from ABM accounts "followed by a human within the window it matters". Five9 sells contact center routing, so its own routing should be the showcase.

    High impactLow effort First result in 1 month Sales Development leader

    First action

    Measure today's median time from form to first call.

    How to measure it

    Median response time

    Now
    –
    Target
    Under 1 hour
    By
    60 days

    Steps

    1. 1

      Measure

      Current response times.

      Marketing Operations 2 days

    2. 2

      Set rules

      Target accounts to named SDRs.

      Marketing Operations 1 week

    3. 3

      Use Five9

      Callback and routing on the team.

      Sales Development leader 1 week

    4. 4

      Script

      Open with what the visitor viewed.

      Sales Development leader 2 days

    5. 5

      Report

      Weekly to sales leaders.

      Marketing Operations weekly

    6. 6

      Tell the story

      Use it in demos.

      Product Marketing 1 month

    First result
    1 month
    Cost
    Staff time only
    Owner
    Sales Development leader

    Smallest test

    Run the rule on one region for two weeks.

    Why it works

    Route demo and expert requests from 6sense target accounts to the named SDR with a one-hour target, using Five9's own routing and callback tools. Non-target leads get the on-demand demo and a nurture. Report response time weekly to sales.

    Fast follow-up wins more first meetings, and running it on Five9's own platform becomes a demo story.

    Risks and how to handle them

    • SDR capacity

      Limit the rule to tier-one accounts at first.

    Evidence

    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
    • HiringSenior Paid Media Manager (remote US, posted September 23, 2026), titled in the post "Senior Manager, Paid Media & Experimentation": owns paid search, paid social and programmatic with "pipeline/SAO targets", reporting "from click to lead to opportunity to closed revenue"; "Own landing page and conversion path optimization (CRO), designing and running A/B and multivariate tests on page structure, forms, and messaging"; tools include Google Ads, Microsoft Ads, LinkedIn, Optimizely or VWO, Contentsquare and 6sense.Source
    • HiringSales hiring on the same board (87 open roles on October 23, 2026): Enterprise Sales Directors for six US regions (Great Plains, Midwest/Mid-Atlantic, Northeast, Pacific Northwest, Southeast, Texas), Mid-Market Sales and Account Directors, a Mid Market Account Executive in the UK, and Business and Lead Development Reps in the Bay Area.Source

This quarter 9

The core plays for the next three months.

  • 07

    Healthcare and Banking & Insurance are Five9's focus sectors, and a new audience marketer will own one of them. The rebuilt industry pages each show one customer, while the library holds seven healthcare stories (Exact Sciences, Teladoc, VSP, Lumexa and others) and five in finance.

    High impactMedium effort First result in 1 quarter Senior Audience Marketing Man…

    First action

    Tag every case study by industry.

    How to measure it

    Industry page conversion

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Tag stories

      Industry and headline result.

      Customer marketing lead 1 week

    2. 2

      Proof strips

      On each industry page.

      Web team 2 weeks

    3. 3

      Filter the hub

      By industry.

      Web team 2 weeks

    4. 4

      One-pagers

      Per vertical for sales.

      Senior Audience Marketing Manager 2 weeks

    5. 5

      ABM ads

      Peer proof by vertical.

      Senior Paid Media Manager 1 month

    6. 6

      Measure

      Conversion by page.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Audience Marketing Manager

    Smallest test

    Add three healthcare stories to the healthcare page.

    Why it works

    Add a proof strip to each industry page with every relevant story and its headline number, filter the Customer Stories hub by industry, and build a vertical one-pager for sales. Use the same proof in vertical ABM ads.

    Regulated buyers want to see peers like them, and the stories already exist.

    Risks and how to handle them

    • Customers decline naming

      Use anonymised results with approval.

    Evidence

    • Your websiteIndustry pages are rebuilt around buyer questions: Healthcare ("Five9 Fusion for Epic, approved for Epic's Toolbox", FAQs on HIPAA and a BAA) and Banking & Insurance (PCI DSS and ISO 27001/27002, FAQs on fraud-spike surges); each features one customer (AdventHealth; Central Bank). The library holds more: Exact Sciences, Teladoc, VSP, Lumexa Imaging, Doctor Care Anywhere, Gonzaba and Lake County Health Department in healthcare; OceanFirst Bank, MSU Federal Credit Union, BTG Pactual, Jackson Hewitt and Ygrene in finance.Source
    • HiringSenior Audience Marketing Manager (remote US, posted October 2, 2026): owns one industry vertical, "Healthcare, Financial Services and Insurance, or another priority industry", across "net-new prospect accounts and Five9's existing customer base"; must "Build and run marketing programs into the vertical's existing customer base"; "Know which competitors matter most for the vertical - build that differentiation into campaign messaging proactively"; ABM platforms such as 6sense and Demandbase.Source
    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
  • 08

    AI is 15% of subscription revenue and grew 78%, and the new revenue-commitment model lets customers shift spend between human seats and AI agents. The audience role must run programs into "the existing customer base" with the same rigor as new pipeline.

    High impactMedium effort First result in 1 quarter Senior Audience Marketing Man…

    First action

    List the top 100 customers with no AI products.

    How to measure it

    Installed-base AI pipeline

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Score accounts

      AI readiness model.

      Marketing analytics 2 weeks

    2. 2

      Build offer

      AI Blueprint workshop.

      Customer marketing lead 2 weeks

    3. 3

      Business case

      Template from interaction data.

      Senior Account Strategy Manager 1 month

    4. 4

      Campaign

      By vertical.

      Senior Audience Marketing Manager 1 quarter

    5. 5

      Account plays

      With customer success.

      Customer Success ongoing

    6. 6

      Measure

      Expansion pipeline and closes.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Campaign budget
    Owner
    Senior Audience Marketing Manager

    Smallest test

    Run one workshop with five customers.

    Why it works

    Score each customer for AI readiness (channels, volume, integrations, current AI use), run a vertical campaign offering a free AI Blueprint workshop, and give account teams a business case template based on their own interaction data.

    Expansion inside happy accounts is cheaper than new logos and lifts the AI share Wall Street watches.

    Risks and how to handle them

    • Customers fear seat cuts

      Frame it as handling more volume with the same team.

    Evidence

    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
    • HiringSenior Audience Marketing Manager (remote US, posted October 2, 2026): owns one industry vertical, "Healthcare, Financial Services and Insurance, or another priority industry", across "net-new prospect accounts and Five9's existing customer base"; must "Build and run marketing programs into the vertical's existing customer base"; "Know which competitors matter most for the vertical - build that differentiation into campaign messaging proactively"; ABM platforms such as 6sense and Demandbase.Source
    • Your websiteContent assets: a report on "what 600 CX leaders in the US, UK and Germany told us about AI", a "2026 Five9 Customer Success Book", an "AI Blueprint for Contact Center Readiness", customer webinars such as "How Advia Credit Union Scaled QA Beyond the Sample Using Agentic AI", and a YouTube channel with about 3,100 subscribers, 167 videos and 5 million views.Source
  • 09

    A $100 million Fortune 100 deal ran through the Google Cloud Marketplace, and the partner marketing lead must "build the marketing presence for marketplace and integration listings". Five9's own pages on it are a data sheet and an infographic.

    High impactMedium effort First result in 1 quarter Senior Director

    First action

    List open deals at accounts with Google Cloud commitments.

    How to measure it

    Marketplace pipeline

    Now
    –
    Target
    $20M
    By
    3 quarters

    Steps

    1. 1

      Page

      Buying through the marketplace.

      Senior Director, Partner Marketing 2 weeks

    2. 2

      Listing

      Refresh copy and proof.

      Senior Director, Partner Marketing 2 weeks

    3. 3

      Joint campaign

      With Google Cloud field.

      Senior Director, Partner Marketing 1 quarter

    4. 4

      Train sellers

      When to raise it.

      Senior Account Strategy Manager 2 weeks

    5. 5

      Track

      Deals by procurement route.

      Marketing Operations monthly

    6. 6

      Repeat

      Other cloud marketplaces.

      Senior Director, Partner Marketing 2 quarters

    First result
    1 quarter
    Cost
    Co-marketing budget
    Owner
    Senior Director, Partner Marketing

    Smallest test

    Publish the marketplace page.

    Why it works

    Build a buying-through-marketplace page (committed spend, faster procurement, the commitment model), run joint campaigns to Google Cloud customers in healthcare and finance, and train account teams to raise it early in deals.

    Enterprises with cloud commitments buy faster when the purchase counts against spend they already have.

    Risks and how to handle them

    • Marketplace fees

      Model margin by deal size.

    Evidence

    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
    • HiringSenior Director, Partner Marketing (remote US, posted October 7, 2026): runs the marketing behind "Partner Fusion" across the Channel (SIs and resellers), Technology Partners (ISVs) and Strategic Partners (global technology and cloud platforms); builds "campaign-in-a-box assets, and self-serve resources"; must "Build the marketing presence for marketplace and integration listings"; "Partner Fusion is still taking shape"; governs MDF; and must prove the ecosystem creates "incremental growth rather than reallocating it".Source
    • Your websitePartners: an individual referral program, "Earn 15% Commission on License Fees for Up to 2 Years", open to referrers "anywhere in the world"; a partner locator with about 100 partner pages; a CX Marketplace; and Google Cloud Marketplace pages (a data sheet and an infographic).Source
    • HiringSenior Account Strategy Manager (remote US, posted October 2, 2026): supports Sales Directors on "RFPs, PoVs, and multi-partner engagements"; must "Turn field experience into scalable playbooks - identifying why pursuits are won or lost, translating lessons from live deals into case studies"; joint GTM with partners such as Google Cloud and system integrators.Source
  • 10

    Partner Fusion is "still taking shape" and the new leader must build "campaign-in-a-box assets, and self-serve resources" for a broad channel. About 100 partners have pages, but there is no shared kit they can run.

    High impactMedium effort First result in 1 quarter Senior Director

    First action

    Ask ten top partners what they would run.

    How to measure it

    Partner-sourced opportunities

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Interview partners

      Ten top partners.

      Senior Director, Partner Marketing 2 weeks

    2. 2

      Build kits

      Healthcare and finance first.

      Senior Director, Partner Marketing 1 month

    3. 3

      Co-brand pages

      Template with partner codes.

      Web team 2 weeks

    4. 4

      QA

      Claims and brand.

      Senior Creative Project Manager 1 week

    5. 5

      Launch

      In the partner portal.

      Senior Director, Partner Marketing 1 week

    6. 6

      Measure

      Leads by kit and partner.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Senior Director, Partner Marketing

    Smallest test

    Run one kit with three partners.

    Why it works

    Build one kit per focus vertical: emails, LinkedIn posts, a co-branded landing page, a webinar script and the vertical proof. Track partner-sourced leads by kit with partner codes.

    Most resellers lack marketing staff; ready-made kits turn partner reach into pipeline.

    Risks and how to handle them

    • Partners do not use them

      Tie MDF to kit use.

    Evidence

    • HiringSenior Director, Partner Marketing (remote US, posted October 7, 2026): runs the marketing behind "Partner Fusion" across the Channel (SIs and resellers), Technology Partners (ISVs) and Strategic Partners (global technology and cloud platforms); builds "campaign-in-a-box assets, and self-serve resources"; must "Build the marketing presence for marketplace and integration listings"; "Partner Fusion is still taking shape"; governs MDF; and must prove the ecosystem creates "incremental growth rather than reallocating it".Source
    • Your websitePartners: an individual referral program, "Earn 15% Commission on License Fees for Up to 2 Years", open to referrers "anywhere in the world"; a partner locator with about 100 partner pages; a CX Marketplace; and Google Cloud Marketplace pages (a data sheet and an infographic).Source
    • Your websiteIndustry pages are rebuilt around buyer questions: Healthcare ("Five9 Fusion for Epic, approved for Epic's Toolbox", FAQs on HIPAA and a BAA) and Banking & Insurance (PCI DSS and ISO 27001/27002, FAQs on fraud-spike surges); each features one customer (AdventHealth; Central Bank). The library holds more: Exact Sciences, Teladoc, VSP, Lumexa Imaging, Doctor Care Anywhere, Gonzaba and Lake County Health Department in healthcare; OceanFirst Bank, MSU Federal Credit Union, BTG Pactual, Jackson Hewitt and Ygrene in finance.Source
  • 11

    Five9 pays individuals 15% of license fees for up to two years for referrals, anywhere in the world. The page sits deep in the partner menu.

    Medium impactLow effort First result in 1 quarter Senior Director

    First action

    Count referrals last year and their close rate.

    How to measure it

    Referral opportunities

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Referrals and closes.

      Marketing Operations 1 week

    2. 2

      Audiences

      Consultants, alumni, community.

      Senior Director, Partner Marketing 2 weeks

    3. 3

      Promote

      Community, training and LinkedIn.

      Senior Director, Partner Marketing 1 month

    4. 4

      Simplify

      Short referral form.

      Web team 1 week

    5. 5

      Pay fast

      First payouts publicised.

      Finance ongoing

    6. 6

      Measure

      Quarterly.

      Marketing Operations quarterly

    First result
    1 quarter
    Cost
    Commissions on closed deals
    Owner
    Senior Director, Partner Marketing

    Smallest test

    Post the program in the community.

    Why it works

    Promote it to independent CX consultants, former Five9 staff and admins in the community, add it to the community and training pages, and pay fast on the first deals.

    People who know contact centers hear about projects first, and the reward is already generous.

    Risks and how to handle them

    • Channel conflict

      Check referrals against partner deals.

    Evidence

    • Your websitePartners: an individual referral program, "Earn 15% Commission on License Fees for Up to 2 Years", open to referrers "anywhere in the world"; a partner locator with about 100 partner pages; a CX Marketplace; and Google Cloud Marketplace pages (a data sheet and an infographic).Source
    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
  • 12

    The VP of Demand Generation must build "the advocacy and reference engine", and Five9 already publishes a 2026 Customer Success Book and customer webinars like Advia Credit Union's.

    High impactMedium effort First result in 1 quarter Customer marketing lead

    First action

    List customers willing to take calls.

    How to measure it

    Reference-assisted wins

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Recruit

      Advocates by vertical.

      Customer marketing lead 1 month

    2. 2

      Request form

      One place for sales.

      Marketing Operations 1 week

    3. 3

      Rewards

      Early access, speaking.

      Customer marketing lead 2 weeks

    4. 4

      Video

      Short cuts of each story.

      Video team 1 month

    5. 5

      Track

      References by deal.

      Marketing Operations monthly

    6. 6

      Rotate

      Avoid overused advocates.

      Customer marketing lead ongoing

    First result
    1 quarter
    Cost
    Rewards and video budget
    Owner
    Customer marketing lead

    Smallest test

    Recruit ten advocates.

    Why it works

    Build a reference program: customers opt in by vertical and use case, sales request a call through one form, and advocates get early access and speaking slots. Cut each story into a short video.

    Peer references close regulated deals, and a managed program avoids overusing the same few customers.

    Risks and how to handle them

    • Advocate fatigue

      Cap calls per customer per quarter.

    Evidence

    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
    • Your websiteContent assets: a report on "what 600 CX leaders in the US, UK and Germany told us about AI", a "2026 Five9 Customer Success Book", an "AI Blueprint for Contact Center Readiness", customer webinars such as "How Advia Credit Union Scaled QA Beyond the Sample Using Agentic AI", and a YouTube channel with about 3,100 subscribers, 167 videos and 5 million views.Source
    • Your websiteIndustry pages are rebuilt around buyer questions: Healthcare ("Five9 Fusion for Epic, approved for Epic's Toolbox", FAQs on HIPAA and a BAA) and Banking & Insurance (PCI DSS and ISO 27001/27002, FAQs on fraud-spike surges); each features one customer (AdventHealth; Central Bank). The library holds more: Exact Sciences, Teladoc, VSP, Lumexa Imaging, Doctor Care Anywhere, Gonzaba and Lake County Health Department in healthcare; OceanFirst Bank, MSU Federal Credit Union, BTG Pactual, Jackson Hewitt and Ygrene in finance.Source
  • 13

    The VP of Demand Generation must "treat every event as a campaign" with targeting and follow-up staffed before the event opens, and Five9 hires Enterprise Sales Directors in six US regions.

    High impactMedium effort First result in 1 quarter VP

    First action

    Pick the next event and its 50 target accounts.

    How to measure it

    Event pipeline per dollar

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Pick accounts

      With regional directors.

      VP, Demand Generation 1 week

    2. 2

      Book meetings

      Two weeks out.

      Sales Development leader 2 weeks

    3. 3

      Dinner

      Executive roundtable.

      Events team 1 week

    4. 4

      Follow up

      Within 48 hours.

      Sales Development leader 2 days

    5. 5

      Measure

      Pipeline and cost.

      Marketing Operations per event

    6. 6

      Cut

      Drop low-return events.

      VP, Demand Generation quarterly

    First result
    1 quarter
    Cost
    Event budget
    Owner
    VP, Demand Generation

    Smallest test

    Run the model at one event.

    Why it works

    For each major event, pick target accounts with the regional director, book meetings two weeks out, run a small executive dinner, and follow up within 48 hours. Measure each event on pipeline per dollar.

    Pre-booked meetings are where event pipeline comes from, and regional directors give local follow-up.

    Risks and how to handle them

    • Sales skip prep

      Make meeting targets part of event approval.

    Evidence

    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
    • HiringSales hiring on the same board (87 open roles on October 23, 2026): Enterprise Sales Directors for six US regions (Great Plains, Midwest/Mid-Atlantic, Northeast, Pacific Northwest, Southeast, Texas), Mid-Market Sales and Account Directors, a Mid Market Account Executive in the UK, and Business and Lead Development Reps in the Bay Area.Source
  • 14

    Five9 has no pricing page and its small business page asks visitors to call for pricing. The new commitment model, which lets customers move spend between human seats and AI agents over three to five years, is a buying advantage most visitors never see. Amazon Connect leads with "pay only for what you use".

    Medium impactMedium effort First result in 1 quarter Product Marketing

    First action

    Draft the page with finance and sales.

    How to measure it

    Estimate requests

    Now
    –
    Target
    50 a month
    By
    2 quarters

    Steps

    1. 1

      Agree wording

      With finance and legal.

      Product Marketing 2 weeks

    2. 2

      Write

      Model, examples, FAQs.

      Product Marketing 2 weeks

    3. 3

      Form

      Estimate request routed to sales.

      Marketing Operations 1 week

    4. 4

      QA

      Claims check.

      Senior Creative Project Manager 1 week

    5. 5

      Launch

      Link from SMB and enterprise pages.

      Web team 1 day

    6. 6

      Measure

      Requests and pipeline.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Add a short commitment-model section to the enterprise page.

    Why it works

    Publish a "How buying Five9 works" page: the commitment model, how spend moves between seats and AI agents, typical terms, marketplace purchase, and a short estimate form routed to sales.

    Buyers worried about AI changing their seat counts want flexibility before they talk price, and rivals already speak to cost.

    Risks and how to handle them

    • Price anchoring

      Explain the model without list prices.

    Evidence

    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
    • Your websiteOlder templates remain on key pages: the small business page's H1 is "CCaaS & Virtual Contact Center Software for SMB's" with "Get More Info & Pricing" and "Call 1-800-553-8159"; there is no public pricing page; the Customer Stories hub is titled "Contact Center Platform - Contact Center Cloud Software - Customer Support Case Study | Five9".Source
    • Competitor researchRivals' own homepages: Genesys, "Genesys Cloud CX: AI-Powered Customer Experience"; NiCE, "Customer Experience (CX) AI Platform for Transformation at Scale"; Talkdesk, "the leader in Customer Experience Automation (CXA)"; Amazon Connect, "No fixed costs, pay only for what you use".Source
  • 15

    The paid media role must build an experimentation roadmap and measure "from click to lead to opportunity to closed revenue", with Contentsquare to find friction.

    High impactMedium effort First result in 1 quarter Senior Paid Media Manager

    First action

    Pull the top five drop-off points from session data.

    How to measure it

    SAO per paid dollar

    Now
    –
    Target
    +20%
    By
    2 quarters

    Steps

    1. 1

      Find friction

      Session data on paid pages.

      Senior Paid Media Manager 2 weeks

    2. 2

      Write hypotheses

      Five tests.

      Senior Paid Media Manager 1 week

    3. 3

      Connect data

      Tests to Salesforce SAOs.

      Marketing Operations 2 weeks

    4. 4

      Run

      Two tests a month.

      Senior Paid Media Manager monthly

    5. 5

      Read out

      Monthly.

      Senior Paid Media Manager monthly

    6. 6

      Scale winners

      Across locales.

      Web team ongoing

    First result
    1 quarter
    Cost
    Testing tool costs
    Owner
    Senior Paid Media Manager

    Smallest test

    Run the first test on the demo page.

    Why it works

    Use session data to find the top five drop-offs on paid landing pages, write a hypothesis for each, run two tests a month, and report each result on SAOs and pipeline. Share the readouts with the web and content teams.

    Testing compounds only when it is scored on what sales accepts.

    Risks and how to handle them

    • Small samples on SAOs

      Use leading signals with SAO checks each quarter.

    Evidence

    • HiringSenior Paid Media Manager (remote US, posted September 23, 2026), titled in the post "Senior Manager, Paid Media & Experimentation": owns paid search, paid social and programmatic with "pipeline/SAO targets", reporting "from click to lead to opportunity to closed revenue"; "Own landing page and conversion path optimization (CRO), designing and running A/B and multivariate tests on page structure, forms, and messaging"; tools include Google Ads, Microsoft Ads, LinkedIn, Optimizely or VWO, Contentsquare and 6sense.Source
    • PageSpeedGoogle PageSpeed, mobile homepage, October 23, 2026: lab performance 43/100, Largest Contentful Paint 8.2 s, Total Blocking Time 1,090 ms. Real Chrome visitors (Chrome UX Report) on the homepage: layout shift (CLS) 0.17 and Interaction to Next Paint 246 ms, both above Google's "good" limits of 0.1 and 200 ms, while LCP is a fast 1.5 s; across the whole site CLS is 0.20, INP 236 ms and LCP 2.7 s.Source
    • Your websiteThe "View Demo" button in the header of every page links to /landing/blended-demo-offer (and /demo redirects there). Its title is "Blended Inbound Outbound Call Center Demo", its meta description says "Got two minutes? This video shows how an AI-enabled Five9 digital workforce capably handles customer calls", the H1 is "You're Building the Future of CX. Here's Your Next Move" and the form section is headed "Discover What's Possible with the Power of More" with "All fields are required." It shows four stories: Alaska Airlines, Central Bank, Exact Sciences and Lumexa Imaging ("$4M in Revenue").Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The CEO focuses on regulated sectors, a $100 million Fortune 100 finance deal landed this year, and the demand team is being built around vertical audience managers, ABM and SDR coverage.

    High impactHigh effort First result in 3 quarters VP

    First action

    Pick 200 healthcare accounts by fit and intent.

    How to measure it

    Opportunities created in pod accounts

    Now
    –
    Target
    60
    By
    3 quarters

    Steps

    1. 1

      Pick accounts

      200 per vertical.

      Senior Audience Marketing Manager 2 weeks

    2. 2

      Form pods

      Named roles per account.

      VP, Demand Generation 2 weeks

    3. 3

      Proof and plays

      Vertical content.

      Senior Audience Marketing Manager 1 month

    4. 4

      Run

      Ads, outreach and events.

      Sales Development leader 2 quarters

    5. 5

      Review

      Monthly pipeline cadence.

      VP, Demand Generation monthly

    6. 6

      Scale

      Add verticals.

      VP, Demand Generation 3 quarters

    First result
    3 quarters
    Cost
    Program budget
    Owner
    VP, Demand Generation

    Smallest test

    Run a pod on 50 accounts for one quarter.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Form a pod per vertical (audience manager, SDR, regional director, solution consultant) on 200 named accounts, with intent signals, vertical proof and peer events. Measure account progression and opportunity creation.

    Regulated buyers move in committees; one pod per vertical keeps the message and the follow-up consistent.

    Risks and how to handle them

    • Too narrow

      Keep a broad demand program alongside.

    Evidence

    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
    • HiringSenior Audience Marketing Manager (remote US, posted October 2, 2026): owns one industry vertical, "Healthcare, Financial Services and Insurance, or another priority industry", across "net-new prospect accounts and Five9's existing customer base"; must "Build and run marketing programs into the vertical's existing customer base"; "Know which competitors matter most for the vertical - build that differentiation into campaign messaging proactively"; ABM platforms such as 6sense and Demandbase.Source
    • HiringVP, Demand Generation (Irving and San Ramon, posted September 15, 2026), reporting to the CMO: owns "global campaign strategy, account-based marketing, partner marketing, customer marketing, the full events portfolio, and the sales development organization"; "Own speed to lead and qualification standards jointly with Sales leadership"; "Pair ABM programs with matched sales development coverage so account engagement is followed by a human within the window it matters"; "Build for international markets on their own terms - regional channel mix, language, local buying behavior"; "Build the advocacy and reference engine"; "Treat every event as a campaign".Source
    • HiringSales hiring on the same board (87 open roles on October 23, 2026): Enterprise Sales Directors for six US regions (Great Plains, Midwest/Mid-Atlantic, Northeast, Pacific Northwest, Southeast, Texas), Mid-Market Sales and Account Directors, a Mid Market Account Executive in the UK, and Business and Lead Development Reps in the Bay Area.Source
  • 17

    Five9 already surveyed 600 CX leaders in three countries. It also runs a huge volume of customer interactions, which no survey can match.

    High impactHigh effort First result in 3 quarters Marketing analytics

    First action

    Agree five metrics with legal and privacy.

    How to measure it

    Downloads

    Now
    –
    Target
    10,000 a year
    By
    1 year

    Steps

    1. 1

      Pick metrics

      Five per industry.

      Marketing analytics 2 weeks

    2. 2

      Privacy review

      Aggregate only.

      Legal 1 month

    3. 3

      Build data

      Quarterly pipeline.

      Data team 2 months

    4. 4

      Publish

      Report and charts.

      Product Marketing 1 month

    5. 5

      Private view

      Customer peer comparison.

      Customer marketing lead 1 quarter

    6. 6

      Promote

      Press and events.

      VP, Demand Generation quarterly

    First result
    3 quarters
    Cost
    Analyst and data time
    Owner
    Marketing analytics

    Smallest test

    Publish one industry chart.

    Why it works

    Publish a quarterly, anonymised benchmark: AI containment, handle time and handoff rates by industry and channel. Offer customers a private comparison against their peers.

    Original data wins press, analyst attention and AI citations, and the private comparison opens expansion talks.

    Risks and how to handle them

    • Customer data concerns

      Aggregate, suppress small groups and get approval.

    Evidence

    • Your websiteContent assets: a report on "what 600 CX leaders in the US, UK and Germany told us about AI", a "2026 Five9 Customer Success Book", an "AI Blueprint for Contact Center Readiness", customer webinars such as "How Advia Credit Union Scaled QA Beyond the Sample Using Agentic AI", and a YouTube channel with about 3,100 subscribers, 167 videos and 5 million views.Source
    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source
    • Your websiteIndustry pages are rebuilt around buyer questions: Healthcare ("Five9 Fusion for Epic, approved for Epic's Toolbox", FAQs on HIPAA and a BAA) and Banking & Insurance (PCI DSS and ISO 27001/27002, FAQs on fraud-spike surges); each features one customer (AdventHealth; Central Bank). The library holds more: Exact Sciences, Teladoc, VSP, Lumexa Imaging, Doctor Care Anywhere, Gonzaba and Lake County Health Department in healthcare; OceanFirst Bank, MSU Federal Credit Union, BTG Pactual, Jackson Hewitt and Ygrene in finance.Source
  • 18

    The account strategy role must identify "why pursuits are won or lost" and turn lessons into case studies and field guidance.

    Medium impactHigh effort First result in 1 quarter Senior Account Strategy Manag…

    First action

    List last quarter's large wins and losses.

    How to measure it

    Win rate on large deals

    Now
    –
    Target
    +5 points
    By
    4 quarters

    Steps

    1. 1

      Set criteria

      Deals in scope.

      Senior Account Strategy Manager 1 week

    2. 2

      Interview

      Buyers after decision.

      Senior Account Strategy Manager ongoing

    3. 3

      Code reasons

      Shared taxonomy.

      Senior Account Strategy Manager monthly

    4. 4

      Share

      Quarterly readout.

      Senior Account Strategy Manager quarterly

    5. 5

      Act

      Case studies and competitor comparisons.

      Product Marketing quarterly

    6. 6

      Track

      Win rate change.

      Marketing Operations quarterly

    First result
    1 quarter
    Cost
    Interview time
    Owner
    Senior Account Strategy Manager

    Smallest test

    Interview five recent buyers.

    Why it works

    Interview buyers on every enterprise deal over a set size, win or lose, code the reasons, and publish quarterly findings to product, marketing and sales. Turn wins into case studies and losses into competitor comparison fixes.

    Buyer reasons are the most reliable input for messaging, and the program builds case studies as a side effect.

    Risks and how to handle them

    • Buyers decline

      Use a neutral third party for losses.

    Evidence

    • HiringSenior Account Strategy Manager (remote US, posted October 2, 2026): supports Sales Directors on "RFPs, PoVs, and multi-partner engagements"; must "Turn field experience into scalable playbooks - identifying why pursuits are won or lost, translating lessons from live deals into case studies"; joint GTM with partners such as Google Cloud and system integrators.Source
    • HiringSenior Audience Marketing Manager (remote US, posted October 2, 2026): owns one industry vertical, "Healthcare, Financial Services and Insurance, or another priority industry", across "net-new prospect accounts and Five9's existing customer base"; must "Build and run marketing programs into the vertical's existing customer base"; "Know which competitors matter most for the vertical - build that differentiation into campaign messaging proactively"; ABM platforms such as 6sense and Demandbase.Source
    • Competitor researchRivals' own homepages: Genesys, "Genesys Cloud CX: AI-Powered Customer Experience"; NiCE, "Customer Experience (CX) AI Platform for Transformation at Scale"; Talkdesk, "the leader in Customer Experience Automation (CXA)"; Amazon Connect, "No fixed costs, pay only for what you use".Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Five9 has 334 FAQ pages and a YouTube channel with 5 million views but only 3,100 subscribers. Admins and supervisors search YouTube for how-to answers.

    Medium impactLow effort First result in 1 quarter Video team

    First action

    Rank FAQ pages by traffic.

    How to measure it

    FAQ video views

    Now
    –
    Target
    100,000
    By
    2 quarters

    Steps

    1. 1

      Rank FAQs

      By traffic.

      Marketing Operations 1 week

    2. 2

      Script

      30 answers.

      Product Marketing 2 weeks

    3. 3

      Record

      Short videos.

      Video team 1 month

    4. 4

      QA

      Brand and accuracy.

      Senior Creative Project Manager 1 week

    5. 5

      Publish

      YouTube and FAQ pages.

      Web team 2 weeks

    6. 6

      Measure

      Views and clicks.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Video team

    Smallest test

    Make five videos.

    Why it works

    Make 60-second answer videos for the 30 FAQs with the most traffic, embed them on the FAQ pages, and link each to the matching product page and demo.

    Video answers rank in search and AI answers, and they reuse content already written.

    Risks and how to handle them

    • Low views

      Keep only topics that perform.

    Evidence

    • Your websiteSitemap (3,829 URLs, checked October 23, 2026): localized sections for de-de, en-au, en-ca, en-uk, es-co, es-es, pt-br and pt-pt, but no fr-ca URLs although every page's hreflang points to a live French-Canadian version; the language menu sends "Mexico" to the Colombian es-co site; 334 /faq pages, 118 blog author pages, 123 webinar pages and about 57 case studies; no "Five9 vs" or alternative pages, though there is a "Five9 Liftoff for Genesys users" brief and a whitepaper "Five9 cloud is ready for your Genesys contact center".Source
    • Your websiteContent assets: a report on "what 600 CX leaders in the US, UK and Germany told us about AI", a "2026 Five9 Customer Success Book", an "AI Blueprint for Contact Center Readiness", customer webinars such as "How Advia Credit Union Scaled QA Beyond the Sample Using Agentic AI", and a YouTube channel with about 3,100 subscribers, 167 videos and 5 million views.Source
  • 20

    The sitemap lists 118 blog author pages and about 800 blog posts back to 2017. Thin and dated pages spread search authority thin.

    Medium impactLow effort First result in 1 month Senior Creative Project Manag…

    First action

    List author pages with fewer than three posts.

    How to measure it

    Organic traffic to updated posts

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Audit

      Authors and old posts.

      Web team 1 week

    2. 2

      Decide

      Keep, merge or redirect.

      Senior Creative Project Manager 1 week

    3. 3

      Update

      Top 30 posts.

      Product Marketing 1 month

    4. 4

      Redirect

      Retired pages.

      Web team 1 day

    5. 5

      Remove

      From the sitemap.

      Web team 1 day

    6. 6

      Repeat

      Twice a year.

      Senior Creative Project Manager 6 months

    First result
    1 month
    Cost
    Writing time
    Owner
    Senior Creative Project Manager

    Smallest test

    Redirect 20 empty author pages.

    Why it works

    Keep author pages for current writers, redirect the rest, and update or merge posts older than three years that still get traffic. Add dates and authors to all kept posts.

    Fewer, fresher pages rank better and look more credible to buyers and AI systems.

    Risks and how to handle them

    • Lost traffic

      Redirect to the closest current page.

    Evidence

    • Your websiteSitemap (3,829 URLs, checked October 23, 2026): localized sections for de-de, en-au, en-ca, en-uk, es-co, es-es, pt-br and pt-pt, but no fr-ca URLs although every page's hreflang points to a live French-Canadian version; the language menu sends "Mexico" to the Colombian es-co site; 334 /faq pages, 118 blog author pages, 123 webinar pages and about 57 case studies; no "Five9 vs" or alternative pages, though there is a "Five9 Liftoff for Genesys users" brief and a whitepaper "Five9 cloud is ready for your Genesys contact center".Source
    • HiringSenior Creative Project Manager (remote US, posted October 19, 2026): "the final quality checkpoint before assets go live", reviewing copy for "accuracy, grammar, tone, terminology, links, and claims", with "QA checklists by asset type (web, email, video, social, print, events)"; the team is "focusing on AI tools" and this role helps use them "well, safely, and on brand".Source
  • 21

    Five9 sells AI agents, yet visitors meet a form. An AI agent that answers questions and books a meeting would be the most direct demo there is.

    Medium impactMedium effort First result in 2 quarters Product Marketing

    First action

    Load the agent with 50 approved answers.

    How to measure it

    Agent-booked meetings

    Now
    –
    Target
    100 a quarter
    By
    2 quarters

    Steps

    1. 1

      Approve content

      50 answers.

      Product Marketing 2 weeks

    2. 2

      Build

      Agent on Five9.

      Solution Consulting 1 month

    3. 3

      Handoff

      To SDRs live.

      Sales Development leader 1 week

    4. 4

      QA

      Accuracy and tone.

      Senior Creative Project Manager 1 week

    5. 5

      Launch

      Demo page first.

      Web team 1 week

    6. 6

      Learn

      Review conversations monthly.

      Product Marketing monthly

    First result
    2 quarters
    Cost
    Build time
    Owner
    Product Marketing

    Smallest test

    Run it on the demo page for one month.

    Why it works

    Put a Five9 AI agent (voice and chat) on the demo and pricing pages that answers product questions from approved content, qualifies the visitor and books a meeting with the right seller, with a human handoff.

    Buyers judge AI agents by using one, and the conversation data shows what buyers ask.

    Risks and how to handle them

    • Wrong answers

      Restrict to approved content and hand off when unsure.

    Evidence

    • Your websiteHomepage (October 23, 2026): H1 "Smarter CX brings human and AI together"; a hero "Business Email" field opens a "See Smarter CX in action" demo dialog; G2-style rating chips "4.1/5" and "4.5/5"; "Five9 named a Leader for the 9th time in the 2026 Gartner Magic Quadrant for CCaaS"; customer results from Wyndham Hotels & Resorts, Omaha Steaks, Exact Sciences and Yopa; the homepage has no social share image.Source
    • Your websiteThe "View Demo" button in the header of every page links to /landing/blended-demo-offer (and /demo redirects there). Its title is "Blended Inbound Outbound Call Center Demo", its meta description says "Got two minutes? This video shows how an AI-enabled Five9 digital workforce capably handles customer calls", the H1 is "You're Building the Future of CX. Here's Your Next Move" and the form section is headed "Discover What's Possible with the Power of More" with "All fields are required." It shows four stories: Alaska Airlines, Central Bank, Exact Sciences and Lumexa Imaging ("$4M in Revenue").Source
    • News coverageQ2 2026 (reported August 6, 2026): revenue $312.4 million, up 10%; subscription revenue up 14%; AI revenue up 78% and now 15% of subscription revenue; a $100 million deal with a Fortune 100 financial services firm, one of the first major deals through the Google Cloud Marketplace; a revenue-commitment model lets customers shift spend between human agent seats and AI agents; focus on regulated sectors such as financial services, healthcare and insurance.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 26, 2026, and cites them throughout. Five9 did not commission, review or endorse it, and Programmable is not affiliated with Five9. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Five9 runs its business.

Something wrong, or do you represent Five9? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    New demo page, mobile speed fixes, fr-ca sitemap, comparison pages, title rewrites and speed to lead; start the blog cleanup.

  2. Days 31 to 6010 ideas

    Vertical proof, installed-base AI, marketplace and partner kits, referrals, references, events, the buying-model page and the test backlog; FAQ videos.

  3. Days 61 to 904 ideas

    Commit to vertical ABM pods, the CX benchmark, win-loss and an AI agent on the demo page.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value reliable cloud voice at scale. The most cited problem: disconnected systems and repeated verification.

  • Open integrations with CRM and EHR systems
  • Volume spikes in open enrollment, tax season or fraud events
  • In their words: “context carried forward”

Market

Competitive landscape

4 competitors compared: Genesys, NiCE, Talkdesk and Amazon Connect.

  • Gap to exploit: Proof by regulated industry in one place
  • Genesys: Many customers still on older on-premises products
  • NiCE: Complex to buy and run

Hiring signals

Five9 is rebuilding demand generation as a pipeline engine.

  • VP, Demand Generation: Speed to lead, ABM, events, advocacy, international. Ideas 3, 6, 12, 13, 16.
  • Senior Paid Media Manager: Landing page CRO and tests scored on pipeline. Ideas 1, 2, 15.
  • Senior Audience Marketing Manager: Healthcare or finance vertical, new and installed base. Ideas 4, 7, 8.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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