She Built the AI System Every Marketing Team Will Soon Need | Lucy Hoyle, Carta
1120 segments
The general theory was that the more
information you gave an LLM, the better
the [music] output would be. More
information does not equal better
information. You're actually degrading
the memory of the model. And so that's
why they call it context rot.
>> Do you monitor token usage at all or
have alerts if someone's using too many
tokens?
>> We've always been more cautious about
optimizing for efficiency. Let's not try
to token lax.
>> Lucy Hy is the senior content engineer
at Carta. the company building the
infrastructure and connectivity for
private capital. [music] In this
conversation, Lucy shares what context
rot is and [music] how giving more
context to LLMs can actually be a
negative thing. How she took an idea
that she started at Profound's marketing
engineer hackathon and turned [music] it
into a real marketing OS that her entire
team can use. And finally, how token
discipline makes AI sharper [music] and
not just cheaper. I'm Nick Laferdy.
Let's get into it. So your role has
evolved at Carta from more of a content
marketer to content engineer and now
maybe more of a marketing type engineer
at least in spirit. Can you tell me what
that transition has been like for you?
>> Kind of crazy actually. Like it feels
like it's gone at breakneck speed I
think like most people that are working
within the sort of AI space at the
moment. So I joined Carter 3 years and 3
months ago. um started as a content
marketer and yeah was basically writing
everything by hand like spending hours
researching all the topics um working
kind of very closely with our SEO team
to make sure things were optimized and
then trying to localize content as well
from the US for Europe um and it was
really really slow like like maybe like
one article every few weeks or something
and just feeling slightly overwhelmed by
the amount of work there was to do and
not being able to deliver at the pace um
at which I needed to be able to scale
the content operations in Europe. And so
when I um moved across the US team sort
of a couple of years ago, AI started
becoming more of a a thing. There were
kind of the the early days of the
content generation tools like people
were kind of starting to use chat GPT
and then I started to realize that this
was going to become more of a permanent
shift and it was actually something I
was really interested in. So um I had a
super supportive manager and CMO who
kind of backed me to to go and sort of
do the training that I needed to do to
become a bit more technical. And then of
since January this year um I got
promoted into content engineer position
which was really exciting and just like
a great validation of not only kind of
like my sort of professional development
journey but also that Carter was taking
that role really seriously. Um and so
I'm the first content engineer at Carter
which is amazing that they've kind of
created that role. And then yeah, like
literally that was what like 6 months
ago. Um, and then now my role is kind of
almost progressing from like outside of
just pure content remitt to becoming
like marketing agnostic. So I'm working
with like PMM, with events, with DG to
figure out how to like optimize existing
workflows, but more than that kind of
like see what we can do that's like
different and think in sort of new ways
about the way that we that we market to
our customers.
>> That makes sense. And shout out to Carta
for recognizing like the value in you
and your work and then how marketing and
content and marketing engineering is
kind of shifting. It's kind of becoming
more of the future of what your role and
even my my role
>> looks like too. Uh and so as part of
that transition, you're kind of working
more crossunctionally across other
teams. We talked a bit about systems
thinking as well, kind of what that
means. Can you kind of talk about what
systems thinking means to you and how it
applies to your role? Yeah, I think
fundamentally it's
stepping outside of your like dayto-day
and and outside of the silos that we all
too often work in. I mean, Carter is a
big company. It's like 1,800 people and
so like when you've got teams working on
specific things, it's very easy to
forget to make those crossunctional con
connections. Um, so when I started at
Carter, I was on a very small team. I
was part of the Europe business unit.
Um, I was yeah the only content marketer
like now I think they're a team of two
um two to three. So I had to become like
a more of a generalist very quickly. So
I was doing like long form content sort
of like gated assets, social copy
emails, just anything that touched
content. And I think that really helped
me understand like how everything fits
together. And also being able to work
across regions. So we've we've expanded
now. We're in Singapore, we're in Hong
Kong, like we're in the Middle East and
like all over America as well. So, it's
having that like international view um
but also having to get so deep into like
audience messaging and and product
positioning and stuff to be able to
write to the depth that I needed to like
gave me that that breadth and depth. So,
I became kind of T-shaped naturally. And
then when I moved across to the um US
org, I realized how siloed everything
was like because there's there's a team
for events, there's a life cycle team,
there's like a content team and so like
there wasn't one person doing
everything. And so I think because I had
the benefit of being more of a
generalist that helped me yeah take more
of a systems thinking approach like how
does everything fit together and how do
you kind of like make the connections
between the amazing work that individual
teams are doing and ensure that you're
leveraging all of the like the
information the context the the kind of
institutional knowledge that we all have
and helping us like work faster by
making those connections. Yeah, I've
talked to other marketing engineers who
kind of have two approaches to this. One
is you take your old system that you
were doing manually and then you find a
way to use AI to do it at an automated
way. Or other people who think like you
have to tear down the old system and
kind of start from scratch. Like which
of those camps are you in?
>> I think previously I was in the first
camp just because that makes the most
sense, logical sense as humans. It's the
way we've always worked. But I'm
starting to realize that that the second
option is is the way that we need to go.
and our CEO Henry, he's very forward
thinking with AI, which is fantastic and
it's really like inspiring to see
someone at the top who's kind of like um
encouraging everyone to to use AI more
in their daily work. But his his
philosophy on it is that we shouldn't be
using AI like using AI for efficiency is
is kind of table stakes now. We've
actually got to use it for leverage. So
it's instead of looking at your existing
workflows that are linear and kind of
like step by step and then using AI to
kind of like improve some of that, he
says take a step back and think about
the outcome first. Like where do you
want to get to and then almost reverse
engineer that and often using Claude as
a thought partner and helping you
understand like right this is where I
want to get to and like Claude will
often suggest things that you haven't
necessarily thought of. Um, so I think
yeah, like instead of looking at what
you're doing already and trying to do it
faster, better, like more efficiently,
like you say, tear down the whole system
and think, well, what are we not doing
now that we could be doing? So it's like
this kind of like blue sky thinking
almost.
>> That's a lot of how I use Claude, too,
of I one of my most used skill is a
skill that pokes holes in my LinkedIn
posts to find like find arguments like
what am I missing like what what gaps do
I have? What's the obvious as a thought
partner? Like you said,
>> you also told me that you helped with
the roll out of Claude across your whole
company. Can you tell me what that was
like?
>> It was so exciting, but also like
chaotic in the best way. Um, so yeah, it
was we started in March um of this year
and the goal was basically to get 1,800
people across Carter using Claude chat,
co-work, and code within like a 3 to six
week period. Um, and so when I first got
wind of it, I was kind of put into this
early adopters group. Um and it was a
mix of sort of tech leads and business
champions that have been selected from
from across Carter. So I was
representing marketing with um three
other people and we did a bit of a crash
course in like sort of learning to use
the the different interfaces of Claude
and then what we learned from those kind
of like almost like guinea pig sessions
was then put into the broader curriculum
that we then rolled out to,800 people
across Carter. And so like it was very
much like learn on the spot like build
as you're flying the plane. Love that
analogy. Um and it was it was a lot of
fun. Um I think we learned a ton. Um and
like my key takeaway was that these kind
of like trainings have to be adapted to
the level of the audience that you're
speaking to. And so we had some people
that had already started using Claude um
through a CLI rather than like through
the desktop app. So they were like miles
ahead. And so the sessions we had with
them were far more kind of like
practical and like almost like you say
poking holes in things and and really
pushing the boundaries of what we could
do. And then you had some people that
had never touched Claude. And so that
was very much foundational getting them
to understand how skills worked um like
how to prompt effectively. [snorts] Um
and I think the best learning from that
is like how do we then apply that to the
way that we talk to our customers.
Carter operates in a very regulated
industry and and we serve customers from
all the way from like startup founders
to to LPs, investors. Um, and we see
like a broad diversity in how um, our
customers have been like taking to to
AI. Um, I think on the venture capital
side, they're very kind of forward
thinking, very like risk, they're not as
riskaverse. Um, and then on the private
equity side, they're a bit more
traditional. And so, I think like
figuring out like the importance of
tailoring your training to the audience
you're speaking to internally has helped
when we've been rolling out like the
claw plugins and our CLI to customers as
well.
>> Nice. Um, do you monitor token usage at
all or have alerts if someone's using
too many tokens?
>> Yeah, I think we do now. I know a lot of
companies like initially they went down
the route of having these like
leadership like dashboards and like
who's using the most tokens and stuff
whereas I think we've always been more
cautious about like optimizing for like
efficiency. I don't see that it's like
necessarily dampened experimentation.
And I see that it's actually helped us
learn how to aid prompt effectively, but
also be like be really careful with what
we're building and not just kind of try
and apply AI to everything. Like think
critically like okay like do I need to
use AI for this? Like is it going to
give me a better result? Um and then
starting to think about okay well like
if you're using an LLM for the logic of
something can you use something like a
Python script where you've got a more
repeatable process that doesn't need
that logic layer applied. So I think
yeah taking a step back and being like
okay let's not try to token max has
[snorts] been probably more useful for
us understanding how to really work with
AI. Um and I think yeah initially like
we had in the claw desktop app in your
settings you can see like how much
you've used and so we would have like
monthly caps and I think the engineers
kind of had unlimited use obviously but
now they've they've increased it but set
like slack alerts if you're use if
you're kind of spiking. Um, so it's
yeah, it's I it hasn't felt like
monitored. It's more just like
empowering us to make conscious
decisions about the way that we're using
Claude and when we're using it.
>> That makes a lot of sense. And I think
the Slack alert is smart, too. Like you
don't want to encourage people to just
burn a bunch of tokens on things. And
even finding a way of like when do you
use AI and then when do you don't also
seems like a really kind of smart
approach, too, where I see people using
AI for everything. And I don't it feels
very kind of like you have one tool and
it's a hammer and you just like swing it
at every problem. That's not necessarily
the right way to build a nail.
>> Yeah. Exactly. Exactly. Okay. So a few
weeks ago you uh participated in
profounds hackathon. Can you talk about
what that process was like and then a
bit about what you built there too?
>> It was awesome. Um completely
exhausting. Like I think the the next
day I slept for like six eight hours cuz
my brain was just exploded. But yeah, so
I think the the question that we kind of
had to work towards was like take a like
a process um that is inhuman in scale or
scope and use AI to basically attack
that problem. Um and so like the
diversity of what people built that day
was so cool to see. Um I mean like we
were standing at the back when people
were presenting we're going this is so
cool like how does that work? And it was
just great. The energy in the room of
like people kind of going around and
seeing what other people were building
and like people flew in from all over
the world, right? Like it was crazy for
me. The experience was was useful
because of those connections, but also
it showed me like what I can actually
achieve if I kind of time box stuff and
I have like a set amount of time to try
and get from like an idea to MVP to
something that's good enough that I can
present it but not perfect. And I think
that's something that I've struggled
with and a lot of people that when we
were doing like the clawude roll out at
Carter and and various hackathons we've
done internally, people try to almost
like boil the ocean and do too much
because AI gives you the ability to
pretty much do anything. And so it's
like where do you start but where do you
stop? Um and so I kind of got partway
through the hackathon. I remember you
coming over to me and saying like how
you getting on and I just looked at you
like no [laughter]
I can't do it. And at that moment I I
decided to just like pause and be like,
"Okay, I can't do everything today and I
only need to do a few things to get like
a working model." And so I then honed in
on a very specific use case like instead
of kind of Yeah. uploading a ton of
information. I I handpicked and just
built something that I could actually
test against and it worked and that was
all I needed.
>> Cool. Okay. So tell tell us about what
you built.
>> Um so it was essentially like a
marketing brain. The premise of it was
that issues that we've been seeing pop
up at Carter since we started the claw
roll out is that everyone got super
excited and started building skills
plugins like left, right, and center.
And we didn't really have a a sort of
like consolidated way of sharing those
and making sure that they were kind of
all built according to best practices.
And so we've been [snorts] using like a
shared Google drive, but then you have
version control issues where like you
have to kind of download the skill from
the Google Drive, install it into your
own cloud instance, and then if someone
updates it, you've got to update it
again. And also we were seeing like the
context that the skills that Claude uses
to when it runs a skill was almost
hardcoded. So it was living in the sort
of the skill.md file and [snorts] then
that obviously causes version control
issues and everyone's kind of pulling in
their own context like if if context
changes you've got to re-upload that and
so there was no single source of truth
across the skills that we were building
in marketing and so something that I
wanted to do was to see if we could like
build like a sort of shared context
layer um which I termed the marketing
brain and then build like skills and and
scripts that could reference that
context layer and yeah I managed it
which is super exciting.
>> That's brilliant. And so you how much of
that did you get done on the day and
then I guess what have you done with it
since then?
>> So I got like a a very c kind kind of
small subsection working on the day. So
I built I used plan mode in code to kind
of map out the whole thing. Um and then
made a a few tweaks as I went. Um but
that kind of ensured that I was like
following a a consistent track and and
didn't get completely distracted by
trying to do other things. I use
profounds agents to generate like
product um messaging documents. So the
use case I picked was we had to pretend
that we were working for OpenAI and a
lot of the AEO data we had was on like
chat GPT compared to like Claude,
Perplexity, other kind of LLM tools. And
so I said, okay, I'm going to try and
kind of build a competitor takedown
campaign putting chat GPT against Claude
and Perplexity. Um and so that was yeah,
my super narrow use case. Um and so I
pulled some um AEO my AI visibility data
from from profound um connected profound
to my cord instance via API um and then
was basically able to pull in all the
data that was showing up in my
dashboard. And so that was my first kind
of like bit of the marketing brain that
data that was coming in from profound
and then I then used those insights to
build like product messaging documents
for chat GBT. And it was it was amazing.
Like the agent I built was able to yeah
like like search the web, pull in like
all of the sort of competitor intel from
profound. Um and then I gave it a
template and it mapped um the
information it had pulled to the
template that I wanted it presented in.
That obviously then went up to the
marketing brain and I built out a git
repo to store this kind of context layer
um because I wanted it somewhere that
would be able to be updated and shared
with other people and somewhere that was
kind of like safe as well. So we have
like an internal Carter um git repo that
we're going to start rolling out in a
couple of weeks as well. And so those
context files lived in there. Um and
then I as I say used claw code to plan
and build the whole thing. Um and I
once that context layer was was started
to be built out, I built a like a data
filter. Um and we've we've talked about
this quite a lot like the the importance
of kind of avoiding context rot. Um, so
in order to stop Claude pulling all of
the information down um, in one go and
kind of like hitting the context window
immediately, I realized that I needed to
build in like a bit of a buffer so that
it could kind of like filter the
information it was pulling down.
>> Okay. Well, I want to talk about that in
a second. And the git repo, we'll come
back to um, the agent you built for
this. I think we'll be able to put that
in our agent marketplace that that we
just launched. And so if that sounds
interesting to anyone, like that'll be
available. We'll try and link it in the
show notes below. Okay. So, talk to me
about context rot and kind of how you
kind of worked around that problem.
>> Yeah. So, it's something that I wasn't
really aware of until as part of our
cord roll out. Um, we've been doing
these like learning labs like AI
learning labs and one of the ones that
one of our European engineers ran, he
was talking about context raw and I
think everyone came away from that being
like, "Oh my god, we've been doing
everything wrong." Like the when people
started prompting and chat GBT like a
year ago or whatever. Um, I think the
the general theory was that the more
information you gave an LLM, the better
the output would be because it would be
more specific. Since then, I think we've
learned that like more information does
not equal better information. So, it's
like you have to be more specific and
more targeted with what you tell an LLM.
So, the premise of context raw is that
every time you provide information to an
LLM, it will basically load all of that
information plus its own like memory.
And so you you get to a point where you
see the little like wheel in the bottom
right hand corner of a claude session
and [snorts] every time it kind of like
hits its max, it'll almost like stop the
conversation and then try and condense
it and and start again. And so every
time that happens, you're actually
degrading the memory of the model. And
so that's what why they call it context
rot. And so the flip side of that or the
solution to that is context engineering.
And this term engineering obviously
keeps coming up left, right, and center.
But it's the idea that like similar to
prompt engineering where you have to be
yeah very careful and very critical with
the way that you prompt the same applies
to the context. So it's like what am I
giving Claude and like can I give it
information in bits so that it's able to
kind of like chunk the information. Um
so I think that's called progressive
disclosure.
>> Okay. And so is you were able to build
that within the marketing brain that you
you were building at the hackathon.
>> Yes. So that was the purpose of the data
filter. Um, so I knew that like if I had
this kind of context layer living in
Git, I could put so much in there and if
Claude was trying to access all of that
information every time I ran a skill, it
was just going to max out the content
context window straight away. And so I
thought, I've got to build in some sort
of buffer. And so I used I did a bit of
research on Python scripts. Um, and I
found one called like an open- source
Python library called BM25, which is
actually used in elastic search, which
was seemed perfect for what I wanted to
do. So essentially when someone runs a
skill or or sort of starts a
conversation in Claude um Claude will
kind of like analyze the prompt and then
pick out key words from that. It will
send it up through the BM25 script.
Those that Python script will match the
keywords to context that lives in the
marketing brain and then it will pull
down the relevant chunks of information.
So Claude is only using the context that
it needs for that specific use case.
>> That's really smart. Yeah. And we'll
we'll find that and we'll put that in
the show notes too because it's open
source an open source Python script
basically.
>> Yeah. Yeah. And it was super easy to
use. I thought I was going to have to
like do loads of implementation but I
mentioned it when I was using plan mode
include code and then it and I gave it
the um like the the correct links to
kind of go and find the information
online and it it basically found
developer docs and stuff and and
installed it on my Mac. So yeah, it runs
like a dream.
>> It's so good.
Um, okay. So, I I want to come back to
kind of like the broader reason you you
built this and kind of what's happened
since then. So, you had this idea, you
started it at the profound hackathon
>> and then I like what happened after that
like you went back to work and how are
you implementing what you started there
in your day job?
>> Yeah, so um I can't take full credit for
for the idea. It's actually been kind of
the result of a few conversations I've
been having um at work when we started
the the crawled roller. I think we got
to the point where the skill sharing was
becoming an issue, but we were also
realizing that like the context, the
information was just like we needed to
find a way of actually better
controlling um what was going what we
were feeding Claude and making sure that
everyone was kind of speaking from the
same source of truth. And so we had an
amazing offsite in Nashville for the
whole marketing team at the end of May.
and um our like revenue team um and our
like digital marketing team, a few of
them presented on their idea of like the
the context layer um and then how it
would fit into um like a decision or
execution layer and like our data core
and so the the thinking was there um and
then I kind of took that took it brought
it to the hackathon wanted to see if I
could create like a working version of
it and since then I had a couple of
colleagues fly in from SF last week and
we literally locked ourselves elves in a
meeting room for like 2 to 3 days and we
were like let's just hash this out and
it went from us all having slightly
different ideas of how this would work
to a really consolidated what we're
calling the marketing operating systems
the marketing OS for Carter and like a
clear plan to implement it and we
presented that marketing all hands on
Wednesday and it went down really well
so I'm so excited to actually like start
making this happen
>> that's so cool and so is there a
timeline for when you'll work on it and
it'll be done or the first version Yeah,
I think we we want to try and move
quickly with it, but we're also aware
that again there's two approaches.
Either you take it like step by step and
you think, okay, let's let's do it on a
campaign by campaign basis. So, one of
our offerings at Carter is QPS. It's a
sort of like tax efficient um system for
for equity. And we were like, okay, do
we start with that as a very small use
case? Do we get all of the information
from across Carter that relates to that
like QPS and then do we kind of build on
that or do we go the other way and we
try and get all of the teams across
marketing to collect all of their data
and then we upload it all at once and
then we might get to this point where we
kind of don't know what's worked, what
hasn't worked. So I think we're like
still teasing out like how that's like
the way that we're going to approach it.
But we've got meetings booked in like
discovery meetings with specific teams.
So we had the brand team last week.
We've got um DG team today and we're
basically like meeting with them to try
and understand like what types of
information they use in their daily work
but also what types of information they
produce. So like if demand genen run a
campaign, what is the data that they get
from that that could be useful for other
teams? And so yeah, we're kind of
mapping that out. At the same time,
we're doing the skill curation work. um
we've decided on a committee um that's
basically going to look at all of the
skills that people have built across
marketing and decide if they can be made
more crossunctional and then if they
kind of pass that committee stage
they'll get uploaded into the git and so
everyone can access them. So it's yeah
it's [laughter]
trying not to boil the ocean and trying
to do it methodically while also moving
very quickly and like biasing to action
is a real challenge. Um, but I think
like now that we've made inroads and and
like we're communicating regularly with
our CMO Nicole and obviously using a lot
of Henry's philosophy to to make sure
we're on track and and getting feedback
at every stage from different people
across marketing. Um, and then when we
presented it like I think we've got the
excitement going. So like it's yeah, we
just got to keep that ball rolling.
Yeah, I think I think maybe every head
of marketing watching this is probably
fascinated with what you're building
because it seems like the dream like a
true marketing OS with shared context
across different teams and skills, what
everyone's doing, take the outputs and
kind of have a more centralized place
where everything just kind of lives and
uh is is truly centralized uh which I
think is really really amazing. We'll
have to have you back in Yeah, I'm sure
I'm sure it'll work. We'll have to have
you back in a bit to to get out there on
how it's been and the roll out and all
that stuff. is part of that you've kind
of had to learn Git as well. Uh what has
that process been like for you?
>> Yeah, so I I feel like I probably
haven't gone as deep on it as I as I
could have. And
part of the reason for that is that like
I'm trying not to overwhelm my brain
with all of the things that I could
learn. And maybe I'm a little bit late
to the the party with with Git. Like
obviously you've been using it for like
what 10 years or something. Um and I was
never that technical. So, I think the
getting to grits with with Claude and
everything has kind of shown me that
like I need to know enough to like get
by and to teach other people without
trying to go like too deep on everything
because I will just get overwhelmed. So,
we're really lucky that we've got like
an amazing engineering team at Carter
and some of them are tasked with
building out like internal
infrastructure and so they've set up
like they were exploring various options
for for the skill sharing. As I say, we
started with Google Drive. That wasn't
really working. And so now they've
decided Git is the best place for us to
store that, but we were hitting an issue
where we ran out of licenses for for
GitHub. And so they've built like an
internal Git server, which is fantastic
cuz it's kind of secure. You haven't got
people creating their own like personal
Git accounts and sharing company
information. And so I think yeah, as I
say, we'll be rolling that out properly
in a couple of weeks. Um, and I think
they've created like a TLI command um
that you can literally just like yeah
use within within CL code um and give it
the um SSH to your specific git repo
[snorts]
and then yeah you you create this
amazing feedback loop where crawl is
able to pull information from the git
repo but also pass it back up and I
think that's another key aspect of the
marketing OS is that those learnings we
get from every time we run a skill or
run a campaign through claude like it
will ask the user user if they want to
kind of commit that information back up
to the marketing brain or the context
layer. And so it's like a the system
learns from itself which is really
fascinating.
>> Yeah, I think that's the way to go too
is I think when you learn git all you
really need to know is the like what it
does like you can like push and pull and
what a pull request is like once you
know the right terms you can tell claude
and then claude can kind of do
everything else for you. I have it pulls
me
GitHub is smart enough to where it'll
tie your GitHub username and Claude to
it. So
directly for you to the repo which is
really cool.
>> Yeah, it's super exciting and and also
like one [laughter] of the the things we
say most often at Carter and we should
probably create a swearbox for it is
like have you asked Claude? Like if
anyone has questions, technical
questions like that, the first place you
should go is is Claude because it can
obviously scrape the web. there's just a
wealth of information that it can kind
of consolidate and um if you say like
explain this to me like I'm five then
you get a really kind of logical
non-technical answer. Um and so yeah, if
you're not sure how to use Git or how it
works like Claude is the best place to
start.
>> Yeah. Um that was actually my next
question for you is how do you stay
current? How do you learn and stay up to
date on all everything AI? partly like
LinkedIn is really powerful for this and
I think once you start making
connections then that like information
starts being woven through comes up in
your timeline like I get most of my
information from LinkedIn I think and
then I pass it on to my colleagues and
they do the same so it's this really
nice like living breathing channel and
then like inerson events I think since I
moved to New York 2 3 months ago um I've
been like overwhelmed by the amount
that's going on in this space um and I
think like getting to know you has been
really helpful cuz you'll invite me to
events I'll kind of like invite you to
stuff. And then yeah, just just meeting
people that are doing [clears throat]
the same thing but also having the same
struggles. Um, and I think what's so
nice about this community, whether it's
like the SEO, AEO community or marketing
engineering, whatever you want to call
it, is that people are like so willing
to share their knowledge. And like I
don't know if you found the same, like
>> it's yeah, it's just such a it feels
like a safe space. Um, and the stakes
are pretty low just because
I think with SEO it felt often quite
intimidating cuz you'd had people that
have been in the industry for like 10,
20 years and you're like, how do I ever
get to that point as someone who's kind
of like fairly fresh in my career
whereas now like we're all starting from
the same point and everyone's bringing a
different perspective. Um, and it just
feels like a like it feels like the
center of gravity at the moment.
>> It does. Yeah. And there's there's so
few people who are doing this right
right now. so few people who are current
marketing engineers or want to become.
And that that number is definitely
growing, but there's maybe one or two at
every company right now. And so if you
want to learn, you have to look outside
and find other places. And some of the
meetups that you and I have been to have
been really helpful because you learn
that everyone's kind of attacking the
same problem at the same time. Like
we're all stuck on this thing or finding
the right context layer or context raw.
And it's really validating to get to
that point and say, "Oh, like we're all
in the same position right now."
>> Yeah, 100%. and and hearing from like
leading companies that are that are
having the same problems. We were at the
multi-engineer um meetup that was I
think put on by um work OS and NOG um
last week and hearing from people at
RAMP versel um cursor they're having
similar issues in terms of like
skillsharing and and trying to
implement more conformity like while
rolling out AI to to a sort of fairly
big company and then also the way that
they're thinking about solving that and
and the the progression that they've
been on. So I think um one of the knock
um team was saying that they'd started
with like the idea of sessions. So kind
of working in like chat conversations
sort of like isolated tasks and then
moving on to projects. Obviously, a lot
of this is very like clawed terminology.
Um, but thinking, well, how do I work
within like a shared area of context and
kind of like build conversations on top
of each other and then moving from that
to systems and I think seeing that
mapped out on a slide and I looked at my
my colleague from Carter and I was like,
yeah, this is what we're trying to do as
well. It's that idea of the system that
that everyone's working towards.
>> Amazing. Yeah. And I think if you're
interested in attending more local
meetups that profound will have some
exciting updates to to share there
pretty soon. So amazing.
>> Okay. So I guess last question if you're
someone watching this and they're like
wow Lucy how you moved from content
marketer content engineer like I want to
go do something like that too. What
advice would you give those people?
>> There's no better time to be doing
something like this. It's obviously a
really like thriving space and so like
now is a great time to consider like a
career transition whether you kind of
want to move externally or or maybe
bring it to to your manager and say like
this is this is something I'm really
interested in. I think proving the value
of it is often where people get stuck
and so like speaking to to companies
like profound or um Carter ramp where
they've um started like doing this
internally and and trying to figure out
how they got exact buy in. Um, that's
like the crucial thing. And then once
you've kind of been proactive yourself
and pushed it from the bottom up and
then you've got that leadership buy in,
it's so much easier to to kind of like
go full steam ahead.
>> I I totally agree. Someone asked me a
similar question at our zero click
conference in New York last week. And I
think my answer to them was something
around take something you're doing right
now and just use build AI around it. And
>> so take like kind of like the V1
approach that we talked about earlier of
just like take a current process and
just find a way to do it with AI and
then find a way to talk about that when
you're in an interview or when you go
talk to your boss or your manager
afterwards. And then the more you can
show your work, I think the more easier
it is to get buyin for ultimately if
it's a title change, career promotion,
whatever. But like build something and
then talk about it whether it's
internally or on LinkedIn or Twitter. I
think that's generally the secret to
things is like build cool stuff and then
talk about it.
>> Yeah. And I think like the talking about
it is probably more important than the
building. And again coming back to this
idea of like presenting to your audience
like think about who you're trying to
show this to because you've gone really
probably quite deep and technical and
you're really excited about this thing
you've built. But then when you take it
to your manager or an exec, you need to
think like I need to the way that I show
this to them. I need to start with
impact and the why before I go into
loads of detail about how it works cuz
they're probably likely going to be
interested in the first two. And then if
they're like really technical
themselves, they might ask you questions
about how you built it. But I think the
the kind of instincts that when we're
like really excited about something to
be like, "Oh my god, this thing's really
cool." And then they're like, "Okay,
take a step back. Like, why does this
matter to me?" I think that's that's the
key thing that I've learned like a lot
over the past few months like kind of
presenting to to more senior people um
about what I built is like what's the
narrative what's the takeaway for them
um yeah and I think like once you've got
that kind of like relationship with an
exec and they kind of see that you're
someone who's proactive and and wants to
build um you can kind of go from there.
>> Yeah. Like I think your CMO doesn't care
about BM25 but they care about the why.
Like why are you doing this in the first
place? What time savings will you get?
how it will impact the whole org, the
whole like bottom line upfront thing and
how you talk to execs I think is one of
the best skills that marketers can learn
and no one really teaches you this
unless you have a great manager who kind
of coaches you you through it. A lot of
your experience kind of learned that way
too of just trying and figuring things
out with them.
>> Yeah. Yeah. 100%. And like as they say
like if they want more detail they'll
ask for it. And so Nicole, our CMO,
she's she's amazing because she
obviously has to have this like really
kind of like broad like agnostic view of
of what's going on in marketing and and
map that to to the rest of the company,
but she is also able to kind of go quite
deep on the detail when she wants to.
And so when we were presenting our
marketing OS idea to to her and to the
rest of the marketing team, we went
quite high level. And then like she sort
of said to us on the side like I I am
interested in like how you're building
this and the technical details. So I
said to her, do you want me to send you
like a demo of of what I built with
Aquafon? She was like 100%. But it's
like don't start with that. Like let
them almost kind of come to you and be
like, oh no, I am interested in this.
And once they've kind of got the the
highle view, then they can start digging
in, which is really powerful, I think.
>> Do you have any tips for someone who
wants to improve how they talk to
executives? Yeah, I think um aside from
really
reframing your language and and almost
treating them as like a totally separate
audience to how you talk to your team or
how you would talk to like the rest of
marketing or the rest of the company.
Think about like what they care about.
And so it's it is difficult nowadays to
kind of find data to support something,
especially where we've seen like a
massive drop off in like organic traffic
and click-through rate. Um, and so it
can be quite hard to find data to kind
of support the the argument you're
trying to make, especially if you
haven't actually built anything yet.
It's like how do you get data about
something that doesn't exist yet? And so
quite a useful strategy is to think,
well, what is the cost of inaction? Like
what are we losing by not doing this
thing? And then you can get data from
like other companies and and then like
apply that to to your own company. Um
and I think yeah something I heard at a
conference sometime last year was um
taking search data or um kind of like
revenue data from like a comparable
company if you can find even if they're
a public company um and then applying
that to your company size like the
industry that you work in and then
almost like using not dummy data but
kind of like comparable data to show
your exacts okay this is what this
company did this is what they gained
from it like this is what we're losing
by not doing the same thing. Um, that's
quite a useful strategy because I think
that like operating on fear isn't the
best principle, but it's that like yeah,
the cost of inaction, do it or die kind
of thing.
>> Yeah, I've had that same conversation
with companies about writing comparative
articles like us versus our competitor
content. And I've been able to show like
if you don't write this and your
competitor does, guess what will get
picked up or cited in LLMs? It's their
POV, their perspective on how they're
better than you. And so the cost of not
doing that is you let them control the
narrative.
>> Yeah. They get there first.
>> Yeah.
>> So powerful.
>> Great. Well, Lucy, this was brilliant.
Thank you so much for coming on. This
was an honor. Thank you again.
>> Thank you for having me.
>> Of course. That was Lucy Hy, senior
content engineer at Carta. We'll take
everything that she discussed, including
agents, workflows, and put them in the
description for you to download and take
away. We'll also put a link to her
LinkedIn profile so you can give her a
follow and learn from everything she
posts [music] online. You can also go
visit tryp profofound.com where you can
read our manifesto on the marketing
engineer and get resources for how to
become more fluent in AI in your job.
I'm Nick Laughy. Keep building.
Ask follow-up questions or revisit key timestamps.
This video features a discussion with Lucy Hy, a Senior Content Engineer at Carta, about her professional evolution from content marketing to marketing engineering. She explores the concept of 'context rot' in LLMs, where excessive or poorly structured information degrades model performance, and explains the need for 'context engineering'—specifically, using progressive disclosure and targeted retrieval techniques to provide only the relevant information to the AI. Lucy also shares how she developed a 'marketing brain'—a centralized, Git-based context layer—to improve consistency and efficiency across her team's AI workflows. The conversation highlights the importance of strategic AI adoption, effective cross-functional communication, and the value of building, testing, and sharing practical AI solutions rather than just pursuing theoretical efficiency.
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