Case Study · Zoom

Building an AI challenger brand.

As generative AI reshaped enterprise software, Zoom faced a perception challenge. While Microsoft, Google, and OpenAI dominated headlines, Zoom had quietly built one of the strongest AI offerings for work. The opportunity wasn't simply to launch another AI product — it was to reposition Zoom as an AI-first work platform and establish Zoom AI Companion as a credible challenger to Big Tech.

Company
Zoom
Role
Director, Brand
Timeline
2023 — 2025
Scope
Brand, Product Marketing, AI, GTM, Partnerships
Zoom AI Companion vs Big Tech's AI — Webby Award Honoree
AI Companion vs Big Tech's AI · Webby Award Honoree
Overview

The challenge, approach & impact at a glance.

Challenge

The AI conversation was dominated by Microsoft, Google, and OpenAI. Zoom had a differentiated AI product, but the market still viewed the company primarily as a video conferencing platform. The challenge wasn't convincing customers that AI mattered — it was convincing them that Zoom belonged in the conversation.

Approach

Reposition Zoom itself into an AI-first work platform via the Zoom Workplace launch, then build a Mac-vs-PC-inspired challenger campaign for AI Companion that reframed the conversation around practical, trustworthy AI that helps people work better.

Impact

Zoom's highest-performing brand campaign to date. Awareness doubled for both Zoom AI Companion (19% → 41%) and Zoom Workplace (22% → 44%), with +14.6-point consideration, +11% qualified leads, 98% video completion, and a Webby Honoree for Best B2B Campaign.

Executive Summary

Repositioning Zoom for the AI era.

Working closely with the CEO and executive leadership team, I helped define Zoom's evolution from a meetings company to an AI-first work platform, leading product branding, positioning, naming research, UX identity, sales enablement, and global go-to-market strategy.

At the center of that strategy was a unique marketing challenge: we needed to persuade enterprise, mid-market, and small business IT decision makers to enable AI Companion across their organizations by demonstrating measurable cost savings, enterprise-grade trust, security, and product quality — while simultaneously building excitement among the employees who would use it every day.

To accomplish that, I developed a challenger brand campaign inspired by the confidence of Apple's iconic Mac vs. PC ads. Rather than competing feature-for-feature with Microsoft or Google, the campaign reframed the conversation around practical, trustworthy AI that helps people work better. The creative was designed to resonate across both audiences — from CIOs evaluating enterprise software to everyday knowledge workers — encountering the campaign through high-profile touchpoints including:

  • NFL Playoffs, March Madness
  • Out-of-home, digital, social, and web media
  • Zoom x MLB and Oracle Red Bull Racing partnerships
  • Field marketing and experiential activations

One of the campaign's defining creative constraints was preserving Zoom's long-standing "Work Happy" brand platform. While we explored standalone concepts for AI Companion, leadership chose to anchor the launch within the existing brand promise. Rather than treating that as a limitation, we evolved the creative into "Work Happy with Zoom AI Companion," connecting a familiar emotional platform with an entirely new AI product. The result reinforced years of brand equity while introducing Zoom's vision for practical, trusted AI in the workplace.

The Challenge

Convincing the market Zoom belonged in the AI conversation.

In 2023 and 2024, the AI conversation was dominated by Microsoft, Google, and OpenAI.

Zoom had a differentiated AI product, but the market still viewed the company primarily as a video conferencing platform. We needed to change that perception while launching an entirely new AI product into one of the most crowded and fastest-moving technology categories in decades.

The challenge wasn't convincing enterprise and SMB customers that AI mattered. It was convincing them that Zoom belonged in the conversation.
The Strategy

Reposition the platform. Launch a challenger.

Our strategy operated on two levels simultaneously.

First, we repositioned Zoom itself.

Working across product, marketing, design, communications, and executive leadership, I helped develop the Zoom Workplace platform strategy — defining its positioning, messaging architecture, product naming, UX identity, sales enablement, and global go-to-market approach. Rather than selling individual features, we introduced Zoom as an AI-powered work platform.

Second, we built a challenger brand campaign for Zoom AI Companion.

Instead of competing feature-for-feature with Microsoft or Google, I proposed leaning into a cultural insight: everyone was already talking about AI, but increasingly questioning whether it was actually helpful.

Inspired by the confidence of Apple's iconic "Mac vs. PC" campaign, we positioned Zoom AI Companion as the practical, trustworthy alternative that was included at no additional cost. The campaign acknowledged the industry's growing skepticism while demonstrating that enterprise AI should feel reliable, intuitive, and genuinely useful — not just impressive.

The goal wasn't to attack competitors. It was to redefine what customers should expect from AI at work.

Bringing the Platform to Life

Consistency mattered as much as creativity.

Because Zoom AI Companion lived across the entire Zoom Workplace ecosystem, consistency mattered as much as creativity.

I led the strategic direction across:

  • Product branding and naming
  • Positioning and messaging
  • UX visual identity
  • Global media buying strategy
  • Enterprise and digital campaigns
  • Sales enablement
  • Events and experiential activations

Every customer touchpoint reinforced a single idea:

AI shouldn't be another application you learn. It should make the work you're already doing dramatically easier.
Results

What the work delivered.

The platform transformation and campaign significantly shifted market perception of Zoom's role in enterprise AI.

Zoom AI Companion

19% → 41%
Product awareness (2× growth)
Global GTM
Led branding, positioning, naming research, UX identity, media strategy, sales enablement, and launch
Enterprise
Drove measurable adoption across enterprise customers
Trusted AI
Established Zoom as a credible AI leader in enterprise software

Zoom Workplace

22% → 44%
Platform awareness (2× growth)
CEO Partner
Partnered directly with the CEO and executive leadership to reposition Zoom from a meetings company to an AI-first work platform
Full stack
Led platform naming, positioning, branding, UX identity, and global launch strategy
AI-first
New market positioning as an AI-powered work platform

Challenger Campaign

Webby
Honoree · Best B2B Campaign, 29th Annual Webby Awards
+11.5 pt
Awareness
+2.7 pt
Favorability
+14.6 pt
Consideration
+11%
Qualified leads
98%
Video completion rate
#1
Zoom's highest-performing brand campaign to date
Multi-channel
NFL Playoffs, March Madness, OOH, digital, social, MLB, Red Bull Racing, field events
Why It Worked

We challenged assumptions, not competitors.

The campaign succeeded because it challenged assumptions rather than competitors.

Instead of claiming Zoom had the smartest AI, we repositioned the conversation around what enterprise customers actually needed: AI that was trustworthy, integrated into existing workflows, and designed to improve everyday work — not generate AI-mishap headlines.

By combining product strategy, platform positioning, and brand storytelling, we helped establish Zoom as a credible AI leader during one of the most competitive and consequential moments in enterprise software.

Building something ambitious?

Open to CMO, VP of Marketing, and Head of Brand roles.
Also open to fractional and advisory work.