Marketing Operations
Building an Internal Marketing Ops Request Queue
An intake and prioritization process for ops requests.
Marketing Operations
28 posts
Marketing Operations
Operationalizing Product-Led Growth Signals
Turning product usage signals into routed, actionable ops.
Marketing Operations
How to Migrate CRMs Without Losing Pipeline
A migration plan that protects pipeline and data integrity.
Marketing Operations
Closed-Loop Reporting: Connecting Revenue Back to Campaigns
Wiring revenue data back to the campaigns that earned it.
Marketing Operations
The Marketing Ops Hiring Guide: Roles, Skills, and Ladders
Defining ops roles, skills, and a career ladder as you scale.
Marketing Operations
Data Enrichment: When It's Worth It (and When It Isn't)
Deciding where enrichment pays off and where it wastes budget.
Marketing Operations
Progressive Profiling Without Killing Conversions
Capturing richer lead data without form fatigue.
Marketing Operations
Account and Territory Routing for ABM Programs
Routing logic purpose-built for account-based programs.
Marketing Operations
How to Audit Your Martech Stack for Redundant Tools
Finding overlap and waste in your tooling spend.
Marketing Operations
Consent and Compliance: GDPR and CCPA for Marketing Ops
Operationalizing consent and privacy across your stack.
Marketing Operations
From Spreadsheets to Systems: Scaling Ops Without Chaos
Knowing when and how to graduate from spreadsheets to real systems.
Marketing Operations
Marketing Ops Metrics: The Dashboard Every B2B Team Needs
The core ops health metrics and how to dashboard them.
Marketing Operations
The Sales-Marketing SLA: How to Write One That Sticks
Drafting a service-level agreement both teams will honor.
Marketing Operations
Workflow Automation: 12 B2B Plays Worth Building First
The highest-leverage automations to build before anything else.
Marketing Operations
The Cost of Bad Data: Quantifying Pipeline Leakage
A model for putting a dollar figure on poor data quality.
Marketing Operations
Deduplication in Your CRM: Strategy, Tools, and Workflows
Preventing and resolving duplicate records at scale.
Marketing Operations
How to Build a Marketing Data Warehouse on a Budget
A lean reference architecture for centralizing marketing data.
Marketing Operations
UTM Governance: A Naming Convention That Survives Scale
A UTM taxonomy and governance process that keeps reporting clean.
Marketing Operations
Lifecycle Stages: Designing a B2B Funnel That Maps to Reality
Defining lifecycle stages that reflect how buyers actually move.
Marketing Operations
Salesforce + HubSpot Integration: A Field Guide
Field-tested patterns for syncing Salesforce and HubSpot without conflicts.
Marketing Operations
The RevOps Operating Model: Aligning Sales, Marketing, and CS
Structuring a RevOps function that aligns the full revenue team.
Marketing Operations
How to Choose a Marketing Automation Platform in 2026
An evaluation rubric for picking automation tooling that fits your motion.
Marketing Operations
Marketing Attribution Models Explained for B2B (Without the Jargon)
First-touch, multi-touch, and data-driven attribution for long B2B cycles.
Marketing Operations
Building a Single Source of Truth Across Your Martech Stack
Reconciling overlapping tools into one trustworthy data layer.
Marketing Operations
Lead Scoring Models That Sales Will Actually Trust
Building demographic + behavioral scoring that sales believes and acts on.
Marketing Operations
CRM Data Hygiene: A Practical Cleanup System for B2B Teams
A standing system for keeping CRM data clean instead of one-off cleanups.
Marketing Operations
The B2B Lead Routing Playbook: Rules That Actually Convert
Designing routing rules that get leads to the right rep fast without leakage.
Marketing Operations
How to Run a Marketing Operations Audit (Step-by-Step Framework)
A repeatable framework for auditing your marketing ops, scoring maturity, and prioritizing fixes.