Marketing systems strategy
The blueprint for your stack: tools, data flow, ownership and what talks to what.
- Engagement
- Fixed-scope engagement
- Typical timeline
- 3–4 weeks
- Starts with
- Your list of marketing tools and what each one costs per year.
You own eleven marketing tools, three of them do the same job, and nobody can say which one holds the true customer record. Every campaign starts with a data export.
A marketing engine that keeps running when a key person leaves.
What we build
Concrete artefacts, handed over and documented.
A current-state diagram of every tool, what data it holds and where each field originates
Target architecture with one system of record and explicit ownership per data flow
Consolidation plan: what to keep, what to cancel, with the annual licence saving stated
Data contract, the fields that must exist on every contact, and who is responsible for each
Runbook for the five campaigns you run most often, written against the new architecture
What changes
One customer record everyone works from
Campaign setup drops from days of data wrangling to hours
Tool spend falls, usually enough to fund the work
How it runs
- Week 1
01Audit
Every tool, licence, integration and shadow spreadsheet, drawn on one page.
- Week 2
02Architecture
We choose the system of record and specify each flow into and out of it.
- Weeks 3–4
03Plan and runbooks
Migration order, cancellation dates, and campaign runbooks against the new shape.
Chosen per project. Named here so you can see the shape of it.
- HubSpot
- Segment
- Customer.io
- Zapier
- n8n
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.