The automation nobody monitored.
A large automation was assumed to have been running for years. Following the data revealed it hadn’t sent an email in over a year.
A practical guide to building marketing technology systems that actually work.
You’ve got the technology. You’ve got the data. You’ve got the platforms, automations, journeys, dashboards, integrations, and more acronyms than anyone should have to remember.
So why does it still feel so complicated?
If you’ve ever inherited a marketing technology system and wondered what the hell was happening, you’re not alone.
This is the world Compass was built for.
A new platform won’t fix a bad process. More data won’t automatically produce better decisions. Another automation won’t solve an unclear strategy. More complexity doesn’t automatically make a Journey smarter.
The best MarTech teams aren’t necessarily the teams with the most sophisticated technology. They’re the teams that understand why they’re building something before they start building it.
Follow the data. Document what you build. Define what success looks like. Keep things as simple as possible. Better systems don’t happen by accident—they’re built with intention.
Get Compass — $27Not theory. Not consulting speak. These are the kinds of situations that come from years of building, breaking, and fixing MarTech systems.
A large automation was assumed to have been running for years. Following the data revealed it hadn’t sent an email in over a year.
Automations named with strings of numbers were moving files and extracting data. Nobody wanted to turn them off because nobody knew what depended on them.
Marketing’s beautiful new Power BI reporting didn’t agree with Finance. Following the data uncovered two different definitions of the numbers.
Rushing campaigns into production without discovery, process, or clear success criteria rarely ends well.
The best solution is usually not the most complicated one. It’s the one people understand, can maintain, and that produces the result the business actually needs.
A platform-agnostic way to think through the systems you’re building—and a toolkit to put that thinking into practice.
Think about the systems you’re building before you start building them.
Follow the data instead of just making the dashboard look impressive.
Avoid overengineering audiences or using customer data just because you have it.
Build automation that is understandable, maintainable, and useful.
Use naming conventions, documentation, permissions, and process to scale.
Use AI as another member of your team without handing over your judgment.
A practical guide for Marketing Operations professionals, MarTech practitioners and leaders, and anyone who has inherited a messy technology environment.
I’ve spent more than two decades working with technology across a number of different spaces. That includes the last decade or so working deeply in marketing and marketing technology.
Over that time, I’ve inherited systems with no documentation, automations nobody understood, reporting that didn’t agree with Finance, and platforms where everyone somehow ended up with admin access.
I’ve also watched teams make simple things unnecessarily complicated because they were so focused on what the technology could do that they forgot to ask what it should do.
Compass is the collection of principles I’ve found myself coming back to again and again. It’s not a manual for a particular platform. It’s not a collection of technical tricks. It’s a way of thinking about MarTech.
Build systems people can understand. Document what you build. Measure what matters. Don’t make things more complicated than they need to be.
You don’t need another platform, another 47-step Journey, or another dashboard nobody trusts. You need a better way to think about the systems you’re building. Compass gives you that starting point.
Get Compass — $27